Learn how to synchronize data between Excel and Sales Cloud using the Salesforce activity pack and how to use the Salesforce Connector to automate case-close events in SFDC, triggering invoice creation automation in SAP and sending customer notifications.
This document discusses innovation in Salesforce and provides tips for success. It shares three stories of companies that moved their IT departments, collections processes, and new feature request processes to Salesforce. This improved efficiency by eliminating manual processes and silos while reducing costs and providing better visibility. The document concludes by emphasizing the importance of working closely with business teams, finding the right balance between requests and proactive innovation, measuring results, and being willing to try new approaches to innovation in Salesforce.
By catering to an array of business organizations, Salesforce has built a niche in the CRM industry.
For more: https://docmation.com/why-salesforce-commerce-cloud/
Augment Commerce Cloud with Experience CloudDocmation
Experience Cloud allows companies to integrate Salesforce with other systems, customize online experiences, and organize large data volumes while maintaining a mobile-friendly experience. It can be used to build customer service portals, self-service accounts, and partner management. Experience Cloud features include building sites and portals quickly, self-service capabilities for customers, and personalized customer touchpoints. Extending Commerce Cloud with Experience Cloud enables businesses to provide new purchasing options to customers through an integrated digital experience.
Gaing New Business Intelligence with Salesforce IQ (Salesforce World Tour NYC)carlos_frias
Salesforce IQ is a CRM solution from Salesforce aimed at the SMB market and smaller teams. It focuses on activities and high-level information to help teams track deals and see reporting. Salesforce IQ can be used as a mobile app to replace the default email client, integrate with Salesforce1, log activities and schedule meetings directly from email. It is available for free or as a paid subscription with additional features. Setting up Salesforce IQ involves downloading the app, connecting email accounts like Gmail or Exchange, and connecting to an existing Salesforce org using login credentials.
Key Benefits Of Salesforce Mobile ApplicationsCloud Analogy
The Salesforce mobile app is an enterprise-class app that provides your users with instant access to your company's CRM data from a phone or tablet. We have shared the key benefits of Salesforce Mobile Applications in this presentation. Have a look for detailed information.
A Comprehensive Guide to Salesforce Field Service Cloud Analogy
Salesforce Field Service Lightning (FSL), one of the finest products for field workers and technicians within the Salesforce CRM. You will get to know about all the details related to Salesforce Field Service in these slides.
How to Crack salesforce admin certification?Cloud Analogy
The demand for skilled professionals is vast and is increasing day by day.
Stepping into the world of Salesforce could be an excellent opportunity that can take your career to the next level.
Get a comprehensive guide about Salesforce and its benefits and understand how Salesforce helps you serve customers more efficiently, leading to better business.
Top Salesforce Winter '22 Release FeaturesCloud Analogy
In Summer ‘ 19 release, you will find lots of new exciting features, as well as, new enhancements related to Lightning Experience, Lightning Flow, Lightning App Builder, Reports and Dashboards. For detailed information about the new features, check out this presentation.
Umair Ilyas presented on getting started with Lightning. He discussed key Lightning terminology like the Lightning Experience, Lightning App Builder, and Lightning Components. He recommended Trailhead for skill development and the Lightning Migration Assistant for switching to Lightning. Quick wins that can be implemented today include Quick Actions, Lightning page layouts, and Kanban boards. Resources mentioned include the Lightning Experience roadmap and Success Community for migrations. The presentation provided an overview of getting started with Lightning and highlighted available tools, quick wins, resources, and some limitations.
Introduction To Salesforce Content Management System (CMS)Cloud Analogy
Salesforce CMS allows you to organize and manage your material in one location. With the help of this platform, you can distribute your content with B2C, B2B, Marketing Cloud, or Lightning Experience apps. Check out this presentation to know complete details about Salesforce CMS.
Benefits Of Choosing A Salesforce Consulting PartnerCloud Analogy
Salesforce consulting partners are companies that have been approved by Salesforce to design and supply custom solutions, as well as project implementations and integrations.
If you're looking for reasons to choose a Salesforce Consulting Partner then you're at the right place. Have a look for detailed information.
How To Integrate Salesforce With OutlookCloud Analogy
In today’s time, sales representative spend much time and effort on menial tasks like data entry, moving and maintaining data in two places and switching back to Salesforce org for managing emails and inbox to access and gather all the relevant information about a prospect, leads, and opportunities. To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively.
Hidden Gems That Give You Greater Power on Your Salesforce B2B eCommerce Plat...Docmation
With Docmation, You can explore the features it has become even easier to Scale Up for Growth with Salesforce Commerce Cloud Quick-Start Solutions.
https://docmation.com/hidden-gems-that-give-power-on-salesforce-b2b-ecommerce-platform/
Tableau CRM, formerly known as Einstein Analytics, provides a wide
range of robust features that let you analyze and visualize data
(Salesforce and non-Salesforce) effectively and establish data-driven
culture across the organization.
This document summarizes a presentation about Sales Cloud best practices and new features. It discusses five best practices for sales teams: prospecting, growing accounts, managing opportunities, closing deals, and analyzing results. It also highlights new features in Sales Cloud like collaborative forecasting, opportunity splits, mobile access, analytics dashboards, and over 50 new features in the last year. Customer case studies show improvements in key metrics like increased sales, higher conversion rates, and better productivity.
Overview of Salesforce customer 360 through a Comprehensive GuideEmorphis Technologies
Read the complete details about Salesforce customer 360. It completely changes your customer experience and automates your business services to improve real-time visibility.
Automate CRM systems through APIs with the new UiPath Integration ServiceDiana Gray, MBA
This session is for users that want to natively integrate via APIs to read or write data to CRM systems as part of their automation initiatives.
In this session you will hear from UiPath experts on:
How to use the Integration Service and apply it in CRM use cases.
How to create a connection with a Connector and using that connection in Studio.
How connections work and how they relate to the Connector Activity Packs for both design time and the Robot runtime.
The document provides an agenda for an event on extending HR and Finance experiences with UiPath and Workday technology integrations. The agenda includes:
1. An introduction by the community manager
2. An overview of the UiPath and Workday technical integration and use cases in HR and Finance
3. A live walkthrough of Workday setup, configuring the Workday activity pack, and simple/advanced Workday operation demos
4. Q&A
The event will last 1.5 hours and include opportunities for networking, a Menti quiz, and UiPath prizes. The presentation will demonstrate how to build automations using pre-packaged UiPath activities for Workday that connect to Workday
RES and guest analysts from the 451 Group, William Fellows and Agatha Poon, uncover the power of automation in delivering apps and services to the enterprise through a more scalable and effective approach. We will also discuss future benefits of automation and self-service, as customers map out their digital workspace and cloud journey. Register Here
2022.11, UiPath Release 2022.10 Features and Highlights.pdfTracy Dixon
Originally recorded on November 15, 2022.
UiPath’s Luke Gonyea will be covering some of the most exciting changes in the UiPath platform 2022.10 Long-term Support (LTS) release.
Key topics to be covered:
-- Introduction of studio global variables
-- New and improved table extraction wizard
-- Optimized picture-in-picture technology with multi-session support
-- UiPath Assistant Action Center availability
-- New Orchestrator wizard for modern to classic folder transition
How to integrate UiPath into your Microsoft environmentCristina Vidu
This session is for users that want to learn how to natively integrate with Microsoft technologies like Microsoft Teams.
In this session you will hear from UiPath experts on:
The Microsoft Technologies that can be integrated with using native integrations.
An overview of Activity packs and UiPath Native Apps for Microsoft products.
How to enable technical users to connect Microsoft and UiPath platforms with each other and how to enable business users to seamlessly run automations.
Establish a 360-view of your data with UiPath and TableauCristina Vidu
This session is for RPA and BI/Analytics users interested in learning more about how UiPath RPA and Tableau can be used together to address a variety of data, analytics, and visualization use cases. We’ll focus on how the combination of UiPath and Tableau can be used to help consolidate, structure, and visualize data from a variety of sources into a ‘360 degree’ view of critical information. We’ll also discuss how UiPath RPA can be used to automate execution of business processes based on events in Tableau.
📕 During the meetup we will cover:
Typical use cases for RPA and Tableau
How the native integration for UiPath and Tableau works
How to build an automation using the UiPath / Tableau integration, including a live example and demo
How to use additional Tableau APIs in tandem with UiPath
👨💻 Speakers:
Mo Roy, Senior Partner Engineer, Technology Alliances @UiPath
This document provides guidance on architecting integrations. It discusses understanding integration needs and goals, developing an integration architecture, tools like Integration Solution Advisor-Methodology (ISA-M) and the CIO guides. It also covers the SAP integration roadmap, including support for SAP PI/PO and a transition to cloud integration. Key topics discussed are the Cloud Integration Suite, open connectors, APIs, Cloud Workflow, and DevOps best practices.
Join us for this Canadian Chapter Event where Dhruv Patel, Senior Sales Engineer at UiPath will walk you through the latest product release. Topics covered will include:
What is in the new 23.4 Product Release
What changes you should look out for
Where you can find more information on the release
How you can benefit from the updates
We look forward to spending time with you and answering any questions you might have.
The move to a SaaS-based solution like SAP SuccessFactors that is updated frequently requires teams to work together in an agile fashion. This requires new levels of collaboration, automation and the ability for teams to work in parallel.
Learn how Worksoft enables the adoption of Agile-plus-DevOps testing for SAP SuccessFactors. For more information visit: www.worksoft.com.
Dev Dives: Fast-track time to value with UiPath Solution AcceleratorsUiPathCommunity
Solution Accelerators offer comprehensive technical packages based on process best practices. Each package includes easy-to-follow diagrams, a basic overview, setup instructions, and workflows that are ready to be used. You can easily modify and customize Solution Accelerators to meet your specific automation needs.
Solution Accelerators help start building an automation process quickly and allow the CoE
to deliver value faster. This makes it easier for an automation program to grow into new areas.
Discover how to:
- Identify proven high value business processes we’ve published as Solution Accelerators
- Learn how Solution Accelerators reduce design and development time
- Understand how UiPath best practices have been applied
- Explore types of Solution Accelerators and what’s included
- See how Solution Accelerators can be deployed in minutes
Automated Application Integration with FME & Cityworks WebinarSafe Software
Cityworks & FME are utilized by cities for processes like asset and land management, natural disaster relief, community services, infrastructure challenges, and utilities to name a few. With the help of FME, data is made accessible wherever the city needs it, which is vital to quick decision-making in the field.
Whether you work for a city or support local government clients, this webinar will showcase the value of application integration and give you the tools to get started.
Join us and special guests David Horton, Rachel Manko & Bryan Chadwick from Cityworks. We’ll start off exploring how the FME Platform can validate, enrich and transform your Cityworks data to ensure that it is always available to those who need it, when they need it. You’ll see real-world customer workflows connecting Cityworks, FME, and Esri ArcGIS web apps. Along the way, discover tips & tricks for leveraging APIs and webhooks for simple and powerful integrations.
Allow your Cityworks data to flow freely from one application to another, enabling data-driven decisions across all departments. Tune in to learn how.
Increase Your Entry Effectiveness with UiPath Expertise. HyperHack 2023 Enabl...DianaGray10
This document provides an agenda and overview for a session on UiPath's HyperHack 2023 hackathon. It outlines the following:
- An introduction to HyperHack 2023
- What a hackathon is and how to participate
- Two categories for solutions and the judging criteria
- Demos of AI and core business automation solutions
- Tips on identifying use cases and presenting projects
- Important dates and submission guidelines
- Next steps for support from UiPath and its community
The document gives attendees information needed to understand and participate in the HyperHack hackathon competition.
The document discusses enterprise process automation and introduces the HelpSystems Enterprise Process Automation Suite. It begins with an overview of the value of enabling business agility through automating complex business processes. It then discusses the HelpSystems solutions of Skybot Scheduler for job scheduling and AutoMate for business process automation. Finally, it provides examples of how the two products can be integrated in a unified approach to optimize business performance.
Technology Series: Intelligently automate core business apps with UiPath and ...Diana Gray, MBA
Save time, improve efficiency, and transform app experiences by combining the power of UiPath automation and OutSystems low-code applications. In this session we will discuss how to leverage bi-directional integration to automate complex and robust cross-platform applications seamlessly and securely.
This session is especially for RPA and low-code practitioners that are interested in learning more about how UiPath RPA and OutSystems low-code apps can be combined to deliver robust automations in cross-platform applications.
During the meetup we will cover:
- Typical use cases for RPA and OutSystems
- How the native integration for - --- UiPath and OutSystems works
- How to build an automation using the UiPath / OutSystems integration, including a live example and demo.
Speakers:
👨🏽💻 Mo Roy, Senior Partner Engineer @UiPath
👨🏽💻 Preetpal Singh, SVP, Intelligent Automation @Persistent Systems
👨💻 Walt Baaske, Senior Solution Architect @ Outsystems
Connector Corner: How Jira-and Open AI-support service issues in multiple la...DianaGray10
This document summarizes a UiPath Connector Corner presentation about automating service issues in multiple languages using Jira and OpenAI. It discusses how the connector helps software teams, project managers, and IT operations teams automate repetitive Jira tasks like issue creation and status updates. Key features of the connector include translating emails into English, creating Jira issues from emails, and replying in the original language. The benefits are reducing effort by over 80% and issue creation time to under 10 seconds.
This session is for RPA practitioners who want to leverage UiPath for SAP SuccessFactors. We will share typical HR use cases and how to create robust automation for SAP SuccessFactors using our native integration and SAP SuccessFactors Activity Pack
Similar to Automate with Salesforce and across other platforms (20)
Communauté UiPath Suisse romande - Séance de janvier 2024Cristina Vidu
Commençons l'année 2024 par une séance de notre communauté UiPath en Suisse romande le jeudi 18 janvier à 13h.
Pour cette séance, nous vous proposons une présentation de la solution d'Intelligent Document Processing de UiPath basée sur Communications Mining et Document Understanding. Vous pourrez ainsi découvrir la toute dernière interface "Active Learning" facilitant et accélérant la mise en place de votre modèle spécialisé.
Vous pouvez encore nous faire un retour sur la précédente séance et partager votre intérêt pour de futurs sujets dans le formulaire Google ci-dessous :
👉 https://forms.gle/K1mqqSRFivWydV1M9
Nous vous attendons nombreux.
En attendant, nous vous souhaitons une très bonne année 2024.
State of the Automation Professional 2023: Insights and Implications for NigeriaCristina Vidu
Join us for an engaging panel with automation professionals from various organizations in Nigeria, as they share their insights and opinions on the UiPath State of the Automation Professional Report 2023. This comprehensive report is based on a global survey of over 1,639 automation professionals and reveals the latest trends, challenges, and opportunities in the automation field.
Some of the topics that will be covered in the panel include:
How automation is transforming the Nigerian economy and society, and what are the key drivers and barriers to adoption?
What are the skills and competencies that are in demand for automation professionals in Nigeria, and how to acquire and develop them?
What are the best practices and lessons learned from successful automation projects in Nigeria, and what are the common pitfalls and risks to avoid?
How to leverage the UiPath platform and community to accelerate your automation journey and career growth.
Don’t miss this opportunity to learn from the experts, network with your peers, and get inspired by the possibilities of automation. Register now!
🔽 Download the State of the Automation Professional Report HERE: http://bit.ly/3ra6Tp7
Steps towards RPA Development: Create a Process Assessment Matrix Cristina Vidu
Join us for an informative community event where we will explore the importance of building a process assessment matrix for RPA!
Robotic Process Automation (RPA) is an essential tool that can help businesses improve efficiency and productivity. However, before implementing RPA, it's crucial to evaluate the processes that the technology will automate.
Our event will provide attendees with a step-by-step guide to building a process assessment matrix for RPA. Our expert speakers will explain the benefits of using process assessment matrices and discuss how to gather and analyze the necessary data to create a comprehensive assessment. Additionally, attendees will learn how to identify key metrics and criteria to include in the matrix and how to use the results to determine which processes are suitable for RPA implementation.
Whether you're a business owner or a technology enthusiast, this event is perfect for anyone looking to improve their understanding of RPA and process assessment matrices. Join us for an evening of insightful discussions and practical advice on how to build a process assessment matrix for RPA effectively. Don't miss out on this fantastic opportunity to learn and network with like-minded individuals!
👨🏫👨💻 Speakers:
Stefano Negro, Torino UiPath Community Chapter Leader & UiPath MVP, RPA Tech Lead @BSP Consultant
Enrico Bruno, RPA PM @BSP Consultant
Dev Dives: Design user-friendly attended automations from A to ZCristina Vidu
This session is especially for CoE teams, and RPA practitioners that are interested in designing, building, and deploying engaging and robust attended automations across an enterprise.
📕 During this webinar we'll cover:
- Key elements of the typical workstream for attended automations
- Which UiPath products to use and when, depending on your attended use case
- How tools like Workflow Analyzer, Automation Profiler, and other features can enhance your automations
- A new way of building attended automations using the new form and trigger activities
Speakers:
👨🏽💻 Robert Love, Principal Product Manager @UiPath
👨🏻💻 Tuan Nguyen, Senior Product Manager @UiPath
🔽 Download the input validation automation: http://bit.ly/uipath-input-validation
Register for our upcoming Dev Dives Session 5: Rapidly automate APIs and build custom connectors with Integration Service
👉 EMEA APJ: http://bit.ly/Dev_Dives_5_EMEA_APJ
👉 AMER: http: http://bit.ly/Dev_Dives_5_AMER
This session streamed live on April 27, 2023, 17:00 CET.
Check out all our upcoming Dev Dives 2023 sessions at:
👉 http://bit.ly/Dev-Dives_2023
Dev Dives: Unlock AI-driven automation with semantic automation & communicati...Cristina Vidu
Leverage the intersection of AI, ML and automation to enable robots to analyze and understand communications including emails, tickets, notes and more.
By combining ML models or leveraging the latest developments in NLP from UiPath Communications Mining (formerly Re:infer), developers can build workflows that classify and extract structured data from messages, such as custom entities, and intent labels. This new source of structured data from communications unlocks AI-driven automation and expands automation into new areas.
This session is designed for Automation Developers that are interested in learning how to harness the capabilities of ML models within their UiPath RPA workflows to deliver automations that understand intent and can handle complex scenarios.
📕 During the session, we will cover:
Leveraging AI Center and Studio to build and deploy models
How you can combine models to address complex scenarios such as ITSM triaging
UiPath Communications Mining, what is it and how can it be leveraged for analysis and automation use cases
👨🏽💻 Speakers:
Dhruv Patel, Senior Sales Solution Architect @UiPath
Tom Golebiowski, UiPath Communications Mining Expert @UiPath
👉 Register for our upcoming Dev Dives Session 4: How to create user-friendly attended automations from beginning to end: http://bit.ly/Dev_Dives_EMEA_4
Advocating for the customer. Bringing soft skills into software developmentCristina Vidu
This group mentorship session is tailored to your needs, so make sure you bring your questions and needs into the conversation with the mentor. This approach ensures that this session is relevant and valuable to you, providing you with the opportunity to get the specific guidance that you need, to help you grow and develop your skills. The mentoring is structured in sessions of 1 hour.
The mentor for this session is: 👩💻 Magda Neagu, Senior Product Marketing Manager at UiPath
📕 The recommended topics for this specific mentor:
Overview of customer necessity in the development
Customer voice in product operation
Tools and resources
🌺 Women in Automation Program: Become an RPA Developer with UiPath Studio Ses...Cristina Vidu
On the occasion of March 8th and the celebration of women across the world, UiPath Community is launching the '🌺Women in Automation Program', covering the entire month with open sessions featuring women leaders in automation, dedicated RPA Developer and Citizen Developers training threads, and multiple Mentorship sessions designed to accelerate automation upskilling.
We continue our journey to become RPA Developers and dive deeper into UiPath Studio features, assisted by our very own UiPath MVPs.
We explore Studio features and options, and learn how to automate and manipulate Excel data.
🌺 About this event:
Introduction
How to use the recording tool
Handling selectors in Studio
Demo 1: Login Steps
Data scraping
Introduction to Excel automation
Data tables and data manipulation
Demo 2: Get stock prices
Learning Resources
👩🏫 Your UiPath MVP trainers:
Hanh Nguyen, UiPath MVP, Manager, Ashling Partners (Texas, United States)
Tracy Dixon, UiPath MVP, Operational Excellence & UiPath Partnership Lead, Centric Consulting (Florida, US)
Steps towards RPA Development: How to Document your Automation.pdfCristina Vidu
In this community event we will see what are the basic concepts regarding Documentation, how to document an automation following best practices and some tips & tricks to increase the Analysis phase of your automation journey.
📕 Some of the topics that will be discussed are:
Before Documentation: what to define at the start of an automation journey in order to avoid mistakes and challenges that can appear later
How to create Automation Documents and what best-practices to follow
Highlights on Process Definition Document, Solution Design Document and other docs
Tips and tricks
Examples of good (and bad) documentation!
👨💻 Speakers:
Stefano Negro, UiPath MVP, RPA Tech Lead @BSP Consultant
Enrico Bruno, Project Manager @BSP Consultant
🌺 Women in Automation Program: Become a Citizen Developer with UiPath StudioX...Cristina Vidu
In this session you will kick-start your Citizen Developer journey by running your first Ui (user interaction platform) automation. You will learn how to automate data related processes involving online platforms. Then you will transfer and manage that data in an internal application.
🌺 About this event:
Hello & welcome to Women in Automation Series!
Introduction to User Interface automation
Getting familiar with StudioX activities for UI automation
Create purchase orders with UiPath StudioX
Q&A 😊
👨🏫 Your UiPath MVP trainers:
Thomas Janssen, Lead Cognitive Consultant @Node1, Youtuber & StudioX Expert Trainer
Sylvain Boutie, CEO & Co-Founder @MyLittleBot
Women in Automation - Intro to Studio Session 1Cristina Vidu
With this very first product training session we kick off the RPA Developer thread of the program and get you started with UiPath Studio in a completely assisted and supportive manner by our very own UiPath MVPs. From women in RPA to all the women who wish to step into the automation world.
🌺 About this event:
What is RPA (explain RPA technology)
Why RPA (explain technological benefits)
Why RPA as a career
Platform overview
Small automation demo
Install Studio demo
Q&A
Gather your courage and curiosity, and join us on March 9th!! 👩🏽🤝👩🏼
👩🏫 Your UiPath MVP trainers:
Maria Irimias, UiPath MVP, Service Delivery Manager, accesa.eu (Romania)
Nadia Ghoufa, UiPath MVP, RPA Tech Lead, Talan (France)
RPA gives us amazing capabilities to automate how things get done. However, automating a broken or inefficient process will result in disappointment. We talk about "Intelligent Automation", but should that also include that we apply some intelligence BEFORE we automate the process?
What makes successful Solution Architects and RPA Developers stand out is there ability to not just automate, but also find ways to improve the process they are automating.
In this event you will learn ways to assess how well a process performs, and ways to make improvements prior to automating.
👩🏻💼👨🏻💼Target audience: Solution Architects, Business Analysts, RPA Developers, Automation Team leads, Solution Architects, Managers.
📕 Agenda:
Introducing the speaker and event hosts
Introduction : Why process redesign should be in the RPA delivery roadmap
Process performance: Learn to see what is wrong in the process
Process Analysis: What is the real problem?
Process Improvement: Tools to make improvements, Fast!!
Process Redesign in Practice: Interactive session, engaging with the audience
Menti Quiz: 5 mins
Q&A/Discussion
👨🏼💻 Speakers:
Erik Gillet, Founder @Boundaryless Group
Graham Byars, UiPath Community Scotland Central Belt Chapter Leader, Director of Client Solutions @VKY Intelligent Automation
This session streamed live on March 15, 2023, 17:30 PM GMT.
Check out our upcoming events at: community.uipath.com
Contact us at: community@uipath.com
🌺 Women in Automation Program: Become a Citizen Developer with UiPath StudioX...Cristina Vidu
With this very first product training session we kick off the Citizen Developer thread of the program and get you started with UiPath StudioX in a completely assisted and supportive manner by our very own UiPath MVPs. From women in RPA to all the women who wish to step into the automation world.
🌺 About this event:
Hello & welcome to our Women in Automation Series!
Introduction to the RPA technology and processes
Introduction to UiPath StudioX: download, install, features
Small automation demo using StudioX
Interaction and Q&A
Academy follow-up and examples. Goodbyes 🥰
👩🏫 Your UiPath MVP trainers:
Nidhi Chaturvedi, UiPath MVP, RPA Solution Expert @Wartsila
Divyashree Muddagangaiah, UiPath MVP, Team Lead @TATA Consultancy Services
DO NOT FORGET:
👉 to register for StudioX/Citizen Developers Training Session 2: https://bit.ly/3EuQIGf
👉 to register for StudioX/Citizen Developers Office Hours 1: http://bit.ly/3ZZsWL0
This session streamed live on March 14, 2023, 15:00 PM CET.
Check out our upcoming events at: community.uipath.com
Contact us at: community@uipath.com
Women in Automation - Introduction to RPACristina Vidu
Introduction to RPA session held by UiPath MVP Priya Darshini within the 'Women in Automation 2023' Opening Panel & Program Launch session, on March 9, 2023.
Conversational AI and Chatbot IntegrationsCristina Vidu
Conversational AI and Chatbots (or rather - and more extensively - Virtual Agents) offer great benefits, especially in combination with technologies like RPA or IDP. Corneliu Niculite (Presales Director - EMEA @DRUID AI) and Roman Tobler (CEO @Routinuum & UiPath MVP) are discussing Conversational AI and why Virtual Agents play a significant role in modern ways of working. Moreover, Corneliu will be displaying how to build a Workflow and showcase an Accounts Payable Use Case, integrating DRUID and UiPath Robots.
📙 Agenda:
The focus of our meetup is around the following areas - with a lot of room to discuss and share experiences:
- What is "Conversational AI" and why do we need Chatbots (Virtual Agents);
- Deep-Dive to a DRUID-UiPath Integration via an Accounts Payable Use Case;
- Discussion, Q&A
Speakers:
👨🏻💻 Corneliu Niculite, Presales Director - EMEA DRUID AI
👨🏼💻 Roman Tobler, UiPath MVP, Co-Founder & CEO Routinuum GmbH
This session streamed live on March 8, 2023, 16:00 PM CET.
Check out our upcoming events at: community.uipath.com
Contact us at: community@uipath.com
The event featured presentations from various RPA experts on topics related to process discovery, process mining, the history and invention of RPA, and stories of RPA developers. Attendees could provide feedback and ask questions using an online platform. The event concluded with an RPA poetry slam where several participants performed original poems about automation and RPA.
In this webinar we will use the UiPath Apps, developing together an E2E solution for a realistic use case.
The Use-Case will be related to the validation of some photos, very similar to a backoffice task. We will see how to connect the App with the UiPath Data Service and how to manipulate the data on it. In addition, the App will also manage the documentation saved on the Orchestrator Storage Buckets.
Finally, the App will be connected to a robot that will process the data obtained through the App to carry out data entry actions on a CRM.
📕 Agenda
- Creation of a Blank App
- Creation of a Storage Bucket
- Development of the App until publication
- Robot code analysis
- Application testing
Dev Dives: Unlock automation adoption with UiPath AppsCristina Vidu
In this developer-focused deep dive session, you will learn how to build modern and intuitive low-code applications using UiPath Apps. UiPath Partner, Ashling Partners, and our experienced Sales Engineer Silvana Schmitt will share UX and technical best practices for app development and show you how to implement them in a live build. This session is intended for a technical audience and requires a preliminary understanding of the UiPath Platform. Both new and seasoned UiPath Apps developers are welcome.
📕 During the session we will cover:
What is UiPath Apps?
Identifying Apps Use Cases Within your Organization
App Creation Framework (Ashling Partners)
Demo - Care Management App
Best Practices
BONUS: Get a Ready-to-Use Polling App.
Speakers:
👩💻 Silvana Schmitt, Sales Engineer @UiPath
👨💻 David Kroll, Director, Solutions Engineering @Ashling Partners
UiPath Amsterdam DEV meet-up For Developers, By DevelopersCristina Vidu
Who can join?
UiPath RPA Developers in the Netherlands and anyone from the UiPath global community interested in our experience exchange. This is an EN language event.
Please note, that this event will have a dedicated focus on UiPath RPA Developers and that we remain the right to deny participation in case of oversubscription.
Agenda:
14:40 Keynote: Dion Mes (UiPath) on UiPath Integration Service
14:55 Keynote: Peter Vlam (Nationale-Nederlanden) on Citizen Development
15:10 Deep-Dive sessions (2 rounds with 4 topics)
1. Configuration management using JSON - Worth more than you might think (Mike de Waard, Tech Lead @Nationale-Nederlanden)
2. AI Center and use-cases (Thomas Janssen, Senior RPA Developer & Trainer @Node1)
3. RPA Testing with UiPath Test Manager (Remco Kwinkelenberg, Principal Sales Engineer EMEA @UiPath )
4. RPA x Low-Code: combining UiPath & Mendix for end-to-end process improvement (Sander ter Horst, Senior Manager @Tacstone)
1
Was bezweckt dieser Event?
Dieses (virtuelle) Meetup bezweckt, die Akteure und Interessenten zu verschiedenen Themen rund um Prozessautomatisierung zusammenzubringen. An diesem Community-Event wollen wir die Inhalte und Zielsetzungen der Folgemeetings festlegen, um die Themen-Pipeline auf Euch - die Community - und Eure Anforderungen zuzuschneiden sowie Euch für mögliche Beiträge miteinbeziehen. Wir werden uns zu Euren Erwartungen & Interessensgebieten austauschen, um die Inhalte kommender Meetups möglichst daran zu richten - Du kannst die Community also massgebend beeinflussen!
Agenda:
Die vorgesehene Agenda beinhaltet die nachfolgenden Themen:
Vorstellung der Community - Rückblick und Zielsetzungen;
Gemeinsamer Austausch zu Euren Erwartungen & Interessensgebieten - mögliche Themen, die auch Ihr in die Community einbringen könnt;
Abschluss, Q&A.
Wir freuen uns auf einen spannenden Austausch und darauf, gemeinsam die Inhalte für kommende Meetups festzulegen.
Webinar - Utilizzo delle WebApi dell'Orchestrator.pdfCristina Vidu
In questo evento tratteremo l'utilizzo delle WebApi messe a disposizione da UiPath per interfacciarsi con Orchestrator.
Un focus sulla documentazione e qualche piccolo esempio di utilizzo ed integrazione.
📕 Ordine del giorno
- Come collegarsi e ottenere un token di autenticazione
- Come effettuare le chiamate di GET o POST
- Qualche integrazione utile tra API e altre applicazioni
👨💻 Flavio Martinelli, UiPath Rome Chapter Leader, Head of Automation @Nethex
👨💻 Salvatore Amato, RPA Specialist
Blockchain technology is transforming industries and reshaping the way we conduct business, manage data, and secure transactions. Whether you're new to blockchain or looking to deepen your knowledge, our guidebook, "Blockchain for Dummies", is your ultimate resource.
Mitigating the Impact of State Management in Cloud Stream Processing SystemsScyllaDB
Stream processing is a crucial component of modern data infrastructure, but constructing an efficient and scalable stream processing system can be challenging. Decoupling compute and storage architecture has emerged as an effective solution to these challenges, but it can introduce high latency issues, especially when dealing with complex continuous queries that necessitate managing extra-large internal states.
In this talk, we focus on addressing the high latency issues associated with S3 storage in stream processing systems that employ a decoupled compute and storage architecture. We delve into the root causes of latency in this context and explore various techniques to minimize the impact of S3 latency on stream processing performance. Our proposed approach is to implement a tiered storage mechanism that leverages a blend of high-performance and low-cost storage tiers to reduce data movement between the compute and storage layers while maintaining efficient processing.
Throughout the talk, we will present experimental results that demonstrate the effectiveness of our approach in mitigating the impact of S3 latency on stream processing. By the end of the talk, attendees will have gained insights into how to optimize their stream processing systems for reduced latency and improved cost-efficiency.
An invited talk given by Mark Billinghurst on Research Directions for Cross Reality Interfaces. This was given on July 2nd 2024 as part of the 2024 Summer School on Cross Reality in Hagenberg, Austria (July 1st - 7th)
Measuring the Impact of Network Latency at TwitterScyllaDB
Widya Salim and Victor Ma will outline the causal impact analysis, framework, and key learnings used to quantify the impact of reducing Twitter's network latency.
Quality Patents: Patents That Stand the Test of TimeAurora Consulting
Is your patent a vanity piece of paper for your office wall? Or is it a reliable, defendable, assertable, property right? The difference is often quality.
Is your patent simply a transactional cost and a large pile of legal bills for your startup? Or is it a leverageable asset worthy of attracting precious investment dollars, worth its cost in multiples of valuation? The difference is often quality.
Is your patent application only good enough to get through the examination process? Or has it been crafted to stand the tests of time and varied audiences if you later need to assert that document against an infringer, find yourself litigating with it in an Article 3 Court at the hands of a judge and jury, God forbid, end up having to defend its validity at the PTAB, or even needing to use it to block pirated imports at the International Trade Commission? The difference is often quality.
Quality will be our focus for a good chunk of the remainder of this season. What goes into a quality patent, and where possible, how do you get it without breaking the bank?
** Episode Overview **
In this first episode of our quality series, Kristen Hansen and the panel discuss:
⦿ What do we mean when we say patent quality?
⦿ Why is patent quality important?
⦿ How to balance quality and budget
⦿ The importance of searching, continuations, and draftsperson domain expertise
⦿ Very practical tips, tricks, examples, and Kristen’s Musts for drafting quality applications
https://www.aurorapatents.com/patently-strategic-podcast.html
Coordinate Systems in FME 101 - Webinar SlidesSafe Software
If you’ve ever had to analyze a map or GPS data, chances are you’ve encountered and even worked with coordinate systems. As historical data continually updates through GPS, understanding coordinate systems is increasingly crucial. However, not everyone knows why they exist or how to effectively use them for data-driven insights.
During this webinar, you’ll learn exactly what coordinate systems are and how you can use FME to maintain and transform your data’s coordinate systems in an easy-to-digest way, accurately representing the geographical space that it exists within. During this webinar, you will have the chance to:
- Enhance Your Understanding: Gain a clear overview of what coordinate systems are and their value
- Learn Practical Applications: Why we need datams and projections, plus units between coordinate systems
- Maximize with FME: Understand how FME handles coordinate systems, including a brief summary of the 3 main reprojectors
- Custom Coordinate Systems: Learn how to work with FME and coordinate systems beyond what is natively supported
- Look Ahead: Gain insights into where FME is headed with coordinate systems in the future
Don’t miss the opportunity to improve the value you receive from your coordinate system data, ultimately allowing you to streamline your data analysis and maximize your time. See you there!
BT & Neo4j: Knowledge Graphs for Critical Enterprise Systems.pptx.pdfNeo4j
Presented at Gartner Data & Analytics, London Maty 2024. BT Group has used the Neo4j Graph Database to enable impressive digital transformation programs over the last 6 years. By re-imagining their operational support systems to adopt self-serve and data lead principles they have substantially reduced the number of applications and complexity of their operations. The result has been a substantial reduction in risk and costs while improving time to value, innovation, and process automation. Join this session to hear their story, the lessons they learned along the way and how their future innovation plans include the exploration of uses of EKG + Generative AI.
論文紹介:A Systematic Survey of Prompt Engineering on Vision-Language Foundation ...Toru Tamaki
Jindong Gu, Zhen Han, Shuo Chen, Ahmad Beirami, Bailan He, Gengyuan Zhang, Ruotong Liao, Yao Qin, Volker Tresp, Philip Torr "A Systematic Survey of Prompt Engineering on Vision-Language Foundation Models" arXiv2023
https://arxiv.org/abs/2307.12980
Are you interested in dipping your toes in the cloud native observability waters, but as an engineer you are not sure where to get started with tracing problems through your microservices and application landscapes on Kubernetes? Then this is the session for you, where we take you on your first steps in an active open-source project that offers a buffet of languages, challenges, and opportunities for getting started with telemetry data.
The project is called openTelemetry, but before diving into the specifics, we’ll start with de-mystifying key concepts and terms such as observability, telemetry, instrumentation, cardinality, percentile to lay a foundation. After understanding the nuts and bolts of observability and distributed traces, we’ll explore the openTelemetry community; its Special Interest Groups (SIGs), repositories, and how to become not only an end-user, but possibly a contributor.We will wrap up with an overview of the components in this project, such as the Collector, the OpenTelemetry protocol (OTLP), its APIs, and its SDKs.
Attendees will leave with an understanding of key observability concepts, become grounded in distributed tracing terminology, be aware of the components of openTelemetry, and know how to take their first steps to an open-source contribution!
Key Takeaways: Open source, vendor neutral instrumentation is an exciting new reality as the industry standardizes on openTelemetry for observability. OpenTelemetry is on a mission to enable effective observability by making high-quality, portable telemetry ubiquitous. The world of observability and monitoring today has a steep learning curve and in order to achieve ubiquity, the project would benefit from growing our contributor community.
How RPA Help in the Transportation and Logistics Industry.pptxSynapseIndia
Revolutionize your transportation processes with our cutting-edge RPA software. Automate repetitive tasks, reduce costs, and enhance efficiency in the logistics sector with our advanced solutions.
The Rise of Supernetwork Data Intensive ComputingLarry Smarr
Invited Remote Lecture to SC21
The International Conference for High Performance Computing, Networking, Storage, and Analysis
St. Louis, Missouri
November 18, 2021
7 Most Powerful Solar Storms in the History of Earth.pdfEnterprise Wired
Solar Storms (Geo Magnetic Storms) are the motion of accelerated charged particles in the solar environment with high velocities due to the coronal mass ejection (CME).
Advanced Techniques for Cyber Security Analysis and Anomaly DetectionBert Blevins
Cybersecurity is a major concern in today's connected digital world. Threats to organizations are constantly evolving and have the potential to compromise sensitive information, disrupt operations, and lead to significant financial losses. Traditional cybersecurity techniques often fall short against modern attackers. Therefore, advanced techniques for cyber security analysis and anomaly detection are essential for protecting digital assets. This blog explores these cutting-edge methods, providing a comprehensive overview of their application and importance.
Transcript: Details of description part II: Describing images in practice - T...BookNet Canada
This presentation explores the practical application of image description techniques. Familiar guidelines will be demonstrated in practice, and descriptions will be developed “live”! If you have learned a lot about the theory of image description techniques but want to feel more confident putting them into practice, this is the presentation for you. There will be useful, actionable information for everyone, whether you are working with authors, colleagues, alone, or leveraging AI as a collaborator.
Link to presentation recording and slides: https://bnctechforum.ca/sessions/details-of-description-part-ii-describing-images-in-practice/
Presented by BookNet Canada on June 25, 2024, with support from the Department of Canadian Heritage.
Details of description part II: Describing images in practice - Tech Forum 2024BookNet Canada
This presentation explores the practical application of image description techniques. Familiar guidelines will be demonstrated in practice, and descriptions will be developed “live”! If you have learned a lot about the theory of image description techniques but want to feel more confident putting them into practice, this is the presentation for you. There will be useful, actionable information for everyone, whether you are working with authors, colleagues, alone, or leveraging AI as a collaborator.
Link to presentation recording and transcript: https://bnctechforum.ca/sessions/details-of-description-part-ii-describing-images-in-practice/
Presented by BookNet Canada on June 25, 2024, with support from the Department of Canadian Heritage.
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Process automation requires End 2 End…
Optimized processes help companies achieve corporate
objectives and respond to evolving market needs faster
Enterprise Objectives
Supply
Chain
Finance
Finance & Supply Chain
NetSuite
SAP
MS Dynamics
Industry Specific
Sales / Service Marketing
CX
SFDC Hubspot
ServiceNow Industry Specific
Recruiting
and Talent
Management
Payroll
HR
Success
Factors
ADP
Workday Industry Specific
Service
Mgmt
Operations
Mgmt
IT / Ops
ServiceNow
IT systems
Industry Specific
Jira
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Streamlined processes across functions and applications
enable an agile, digital organization
Processes often involve multiple tools and teams. For example, Sales
opportunities in Salesforce when closed, needs to create orders in SAP.
Optimized processes help companies achieve corporate
objectives and respond to evolving market needs faster
Enterprise Objectives
Supply
Chain
Finance
Finance & Supply Chain
NetSuite
SAP
MS Dynamics
Industry Specific
Sales / Service Marketing
CX
SFDC Hubspot
Industry Specific
Recruiting
and Talent
Management
Payroll
HR
Success
Factors
ADP
Workday Industry Specific
Service
Mgmt
Operations
Mgmt
IT / Ops
ServiceNow
IT systems
Jira
Industry Specific
ServiceNow
29. 32
Streamlined processes across functions and applications
enable an agile, digital organization
Any thinkable automated process is feasible.
Optimized processes help companies achieve corporate
objectives and respond to evolving market needs faster
Enterprise Objectives
Supply
Chain
Finance
Finance & Supply Chain
NetSuite
SAP
MS Dynamics
Industry Specific
Sales / Service Marketing
CX
SFDC Hubspot
Industry Specific
Recruiting
and Talent
Management
Payroll
HR
Success
Factors
ADP
Workday Industry Specific
Service
Mgmt
Operations
Mgmt
IT / Ops
ServiceNow Jira
Industry Specific
ServiceNow IT systems
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Get Record
Get Salesforce
Opportunity Line Items
Invoke SAP BAPI
Create Sales Order
in SAP
Update Record
Update Salesforce
Opportunity
Salesforce Process:
Opportunity
Closed/Won
UiPath Connector for SFDC
Connection Template
Orchestrator Job
Opportunity Stage:
Closed/Won
(Demo Link)
Use Case: SFDC Connector accelerates the
sales-to-order process across multiple systems
Challenge:
• How to automate sales order creation
and update records in Salesforce and
SAP without swivel-chair data entry
and creating workflows on two
different platforms.
Solution:
• Use UiPath’s integration for Salesforce
and SAP to create end-to-end
automation with record changes in
Salesforce.
Benefits:
• Fast: Instant native automation launch
from Salesforce (SFDC Connector)
• Lower Cost: Rather than hiring
various platform experts to implement
automation, use one platform in
UiPath across all automation needs
• Seamless: Bi-directional automation
with Salesforce and with SAP. It is
one end-to-end automation workflow.
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Use Case: Real estate company streamlines lease closing
process, saving them weeks of swivel-chair data entry work
Challenge:
• A real estate company in Florida has multiple
manual steps using Smartsheet, DocuSign, and
SFDC to process one lease close or update—
prone to errors, long wait time, and lots of tedious
work for an already stretched back-office team.
Solution:
• Customer used the Salesforce and multiple other
UiPath integrations to manage the end-to-end
lease close process.
Benefits:
• Fast: No wait time for one department to process
each lease case—action instantly. Launched
automation in days.
• Reliable: Robots do not get tired; UiPath platform
completes end-to-end automation with less error
and on time.
• Simple: One automation platform to download,
learn, and deploy. One workflow experience.
• Results: Automation used on 300+ project
updates and drove weeks of time saved from
tedious data entry and back-office processes.
Connector
+
Activity Packs
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• UiPath workflow was developed for automating the process
in less then a week and tested and implemented
• 100+ UiPath Bots (Initially solution was run in an Attended
mode and now it is being run in an Unattended mode)
deployed to clear the backlog.
How UiPath was able to help
Flow using UiPath
Customer
Request Processing
• If verification successful,
Bot makes necessary
deferral entries in the loan
account
• In case of exception, pass
to human
Loan officer
• Handles required exception
through Human in Loop
Loan management system
• Searches for the Customer
& Loan in Loan System
• Verify the eligibility criteria
Case Study Large UK Bank |
Mortgage Payment Deferral
Challenge:
• UK Regulators announce a payment holiday on
mortgages to help customers impacted by Covid-19
• 30X increase in volumes of customer requests received
for availing the benefit (Upwards of 80k)
• Huge request backlog to process
Solution:
• UiPath workflow automation was developed, tested and
implemented in less then a week
• 100+ UiPath Bots (attended mode and unattended
modes) deployed to clear the backlog
• At each Salesforce touchpoint, launch API-based
automation
Benefits:
• Scale: Able to process 30X request increase from 1st
announcement of this measure. Ready to respond to
any future shocks to the system.
• Fast: Quickly respond to large volume requests in days,
not weeks or months.
• Less Error: Even with large volume of workload
increase, process each request seamlessly based on
workflow rules.
Unattended robots
• Read the new requests in
Salesforce
• Download the documents, where
needed
Internet Banking/ Online
Form
• Request for Loan Deferral
by filling in required
information (period, CIF,
Loan details)
• Bot updates status of request
in Salesforce
• Notification sent to customer
with request status
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Key Benefits for Using the Salesforce Integrations
1
2
3
FAST
Scalable
Reliable &
Less Errors
4 Lower Cost
5 Simple
• No lines or waiting
• Instantly launch automation
• Scale across multiple platforms
• Respond to large workload changes
• Less breakage in API automation
• No human fatigue error
• Quickly deploy automation in days
• Do not need platform specialists
• One platform, one workflow for all
automation
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Connector Developer Support
URL: https://docs.uipath.com/developer
Create Activities
Create Connectors
SDK Support
API Service Def.
Feedback MailTo: integrations@uipath.com
53. 58
Connector Developer Support
URL: https://postman.uipath.rocks
API
Service
Client
GET Release
GET Folder
POST Job
Start Job
Simplicity
Clarity
Functionality
Accessability
Examples
Quick Start
Feedback MailTo: integrations@uipath.com
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Connector Developer Support
URL: https://postman.uipath.rocks
API
Service
Client
GET Release
GET Folder
POST Job
Start Job
Simplicity
Clarity
Functionality
Accessability
Examples
Quick Start
Feedback MailTo: integrations@uipath.com
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Salesforce Connector Documentation:
• Overview
• Setup
• Quick start
Salesforce Links:
• UiPath Connector for Salesforce on AppExchange
• UiPath and Salesforce RPA Announcement
Demos/Webinars:
• UiPath One of Top Apps in 2020
• Saleforce AppExchange Annual ebook
• Salesforce Blog Post on UiPath
• Salesforce Mavericks Interview
• Use Case Demo
• Demo on YouTube (Review 2nd
)
• Official Activity Pack on UiPath Connect
• All Salesforce Components on UiPath Connect
Additional Resources and Information:
59. 64
Vibrant ecosystem of more than 1 million professionals and citizen developers learning, getting
support, and succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
60. 65
Date/Time Topic Status
May 13,
12PM GMT
Auto-deploy UiPath on AWS and Automate
Critical AWS Operations
Recording available
May 20,
12PM GMT
Turn Tableau into an automated action center
with native UiPath integrations
Recording available
June 10,
12PM GMT
How to automate mainframe and other legacy
systems with ServiceNow and UiPath
Recording available
June 24,
12PM GMT
Automate with Salesforce and across other
platforms
Happening
July 1st,
12PM GMT
Quickly create robust automations for SAP
SuccessFactors
Register now
How do we help you automate across the tech stack?
4 flavors. Theme here is FLEXIBILITY – UiPath is only provider to offer RICH integrations, UNIQUE UI automation, toolkit to customize, and 900+ integrations + other components on the UiPath Connect community
Two things to take away:
Processes involve multiple teams and apps, often managed by different teams or lines of business
The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives
Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps.
With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
Two things to take away:
Processes involve multiple teams and apps, often managed by different teams or lines of business
The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives
Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps.
With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
Two things to take away:
Processes involve multiple teams and apps, often managed by different teams or lines of business
The more streamlined a process is, the more likely that (1) you retain knowledge at the enterprise level and (2) you are more efficient in executing high-level objectives
Today, a company has an average of 88 apps in its tech stack, compared to 72 three years ago.* In fact, 10% of companies use more than 200 apps.
With so many tools, work becomes complicated. Processes involve many applications and multiple teams – increasing error risks, data inconsistencies, and delays.
UiPath enables end-to-end automation across multiple platforms and across the complete automation life-cycle
Manage everyday or shocks to the system automation
Process description: Process of copying the photos made by the towing company, with the damaged cars, to the claims system, so that those photos can be used during the claim processing, as part of documentation.
The insurance company managed to create a new process by using RPA, a process which allows re-using the pictures taken by towing companies in case of accidents, for the claim processing. By doing this, the company saves money, by not having to hire new agents to take the pictures. The implementation of a non-RPA solution was promised in 3 years, while the RPA implementation took 15 days to be production-ready.
A robot searches for new claims in the Claims system. If new claims are available, the robot checks for photos in the Assistance platform, and if they exist, it will copy them to the Claims Business system. The execution finishes, by updating the status in Kibana, for further reporting.
• Check for new records in the Claim system
• Check if photos with the damaged car are available in the Assistance system, system which is used by the towing companies
• Copy the photos to the Claim system, as part of the documentation.
• Update transaction status in Kibana
Pain points: One platform uses iExplorer and one Chrome. Integration is possible in 3 years. High Cost
Negative impact: Delays for damage claims. Process involves 2 departments. High cost for field evaluation + delay.
Salesforce automation is the entry door to launch first iniatial client automation as well as the elevator to scale existing client engagement.
For Busienss Partners: Enter new client engagement; for existing clients, scale across multiple departments and accounts.