Robotic Process Automation | WorkFusion

What is WorkFusion?

The rapid rise of AI and automation, along with the changing roles of people in the workforce, have created both complexity and opportunity for individuals, businesses and entire countries. Workfusion’s purpose is to reduce this complexity and help their customers exploit the opportunity through products that pair people with intelligent software robots.

WorkFusion enables enterprises to automate high-volume, manually intensive business processes through a combination of robotic process automation (RPA) and cognitive automation, powered by machine learning.

WorkFusion is headquartered on Wall Street in New York City with teams throughout North America, Europe, and Asia.

Features of WorkFusion

Real-time Learning Bots: With AI and ML at its core, WorkFusion SPA can handle all sorts of data and learn in real time so you can automate any process with accuracy, confidence and speed.
AI-native Unified Platform: Satisfy all your automation needs in a single, unified platform with RPA, OCR, workflow, analytics, ML and governance so you don’t have to buy, maintain or stitch together disparate systems.
Enterprise Grade:WorkFusion products are smart, scalable and secure so you can start your automation journey small and scale big, or start big and scale to the moon, all on one amazing platform.
Smart Analytics: Get direct, deep insights from your bots, people and process so you can predict and optimize costs, quality, capacity and productivity.

Why WorkFusion?

Increase productivity while saving time and costs
Scale your business without adding headcount
Improve quality of work with fewer errors
Free up time for more meaningful work
Be more productive and efficient
Provide more value to your company

How can Tangentia and WorkFusion help you?

Tangentia and Workfusion to help organizations leverage Robotic Process Automation to Drive Digital Transformation along with Cognitive Capabilities to solve the challenging problem in unstructured data while improving its skills and performance.

Tangentia offers the following services using WorkFusion:

Helping you with build Center of Excellence (COE)
Rent, lease or buy bots from our Bot Repository
Software Reselling and provide you with Professional Services
Provide Bot maintenance, monitoring, support and enhancement straight from our Bot Operations Center
Training on how to leverage RPA for your industry sector
Staffing solution to augment your RPA project teams

What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive tasks in order to free up employees to perform higher value work

How RPA Works?

RPA bots replicate the actions of humans interacting with application user interfaces without making changes to existing interfaces, reducing the errors associated thereby increasing the efficiency to execute high volume work.

Software Robots are similar to physical robots

Physical Robots

Software Robots

Perform repetitive physical tasks
Example:

Pick eight chocolates from the assembly line
Assemble a finished box of chocolates

Perform repetitive software tasks
Example:

Log in to four different systems
Navigate legacy screens to retrieve data
Use data to open a new account in the system of record

Benefits of RPA


Accelerate time to value	Reduce human error	Increase throughput	Decrease development costs
Create, test and deliver new automation in days or weeks	Eliminate copy/paste mistakes introduced by swivel chair integration	Fulfill automated tasks in seconds or minutes, round the clock	Develop automation quickly with simple record/playback functions

Industries where RPA fits best

Insurance	Banking	HR / Payroll	F&A
Claims Processing and Administration Report Automation Updating User Info Prioritize and Assign Claims Adjudication Process Audit Management Enrolment & Eligibility Data Integration Billing Medicare Billing & Compliance Data Transfer claims Processing Eligibility Verification Mass Data P&C Claims Provider Updates Insurance Coverage & Policies Reconciliation New Premium Processes	Verification / Auditing Process Bank Reconciliation Compliance Processing Customer Account Management New Application Processing – Bank / Credit Cards Data Migration Between apps Audit Trail Statement and Reporting Loan Processing Payment Cancellation Credit Decision	Maintaining Master Data Offer Letter Processing Onboarding and Exit Appraisal-updating process / Change Payroll Status Position Management Reporting Line Change Superannuation Payment Summaries Employment Type Updates Service Desk Reports Distribution Leave Amendments	Order to Cash / AR Credit Analysis and Processing Sales Order Processing Customer Master Data Management Order Entry Reports by segments (performance, geography, Inventory network Integration) Procure to Pay /AP 3 Way Match Purchase Order issuance and Invoice Receipt Vendor Master Payment Process Duplicate Payment Tracking
F & A	Supply Chain	Network & IT	F & A
Financial Claim processing Financial Planning & Analysis Record to Report Tax Services Financial Claim processing Financial Planning & Analysis Tax Service	Order Prioritization Master data Invoice verification Receipt confirmation Scheduling processes Reporting Production Information capture Inbound processing Inventory management processes Pricing management Billing Freight costing	Active Directory File Systems FTP Management Automated Installations Server / Application Monitoring and Alert Management Service Desk Management Notification & Escalation VMware Integration Data Movement Provisioning Config Management Routine Maintenance	Record to Report Monthly close process Financial Consolidations Financial Statements General Ledger functions Journal entry processing Inter-company accounting and account reconciliations Fixed assets and project Cost and Inventory accounting

How do we select the best candidate for RPA?


High Volume	Repetitive Tasks	Manual Data Entry


Multiple Legacy Systems	Logic & Rules Based Processes	High FTE Required

Our Robotic Process Automation (RPA) Journey?

Tangentia RPA PoC Journey

	Prepare & Engage	Select, Analyze & Build	Build & Test	Demo, Document & Plan
Key Activities	Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC. Engage process owners via discovery workshop to confirm scope of PoC (assuming prior engagement to this point) Prepare base infrastructure to host the RPA application. Install the RPA tool in single environment. Set up system access and credentials	Select and confirm 1 process for PoC. Conduct workshop for documenting current state process via existing documentation and job shadowing. Meet with process owners or stakeholders to explain what will be done in the PoC Confirm the objectives of the PoC and “success” criteria Build PoC	Continue Building PoC Test PoC with test data Record a “before and after” to communicate the concept to larger audience.	Demo the PoC to stakeholders Document key learnings, point of view on key questions and next steps Document Requirements to move RPA bots into other environment
Deliverables	RPA tool installed in your environment Document containing the list of RPA processes for PoC	Selected process/ Processes Confirmed objectives and success criteria Process definition document	Working proof of concept	Workshop demo of PoC Walkthrough of how RPA solution has worked and interacted with other applications Document of key learnings

Tangentia RPA PoC to Pilot Journey

	Planning & Setup	4 Weekly Sprints	Test & UAT	Go Live	Post Go Live
Key Activities	Preparing the test environment Preparing the production environment Migrate the PoC to test environment and testing Identifying 5 additional processes to be automated for Pilot phase and define priority of each.	Adopting Agile Methodology to deliver each process in weekly. Gather Requirement of each process weekly. Build Bots in Dev. Migrating Bots from Dev to Test.	Document Test Cases Define the Cut-off time and as-is processes defined for Pilot	Migrate the bots to production. Monitor Bots for performance and effectiveness. Troubleshooting and maintenance.	Training of Bot Administrator Post Go Live Support such as maintenance and operations Lessons Learned documentation Discuss CoE and Enterprise Scale-up
Deliverables	Test environment ready Production environment ready Additional processes PDD Test cases results of	Weekly Bots for each process. Bots on Dev and Test environment.	Test Case document User Acceptance and Signoff Cut of dates defined	Bots on Production environment	Training Manual Support of Bots Lessons Learnt document

Tangentia RPA Pilot to CoE to Enterprise Scale-up

	CoE Planning and Setup	CoE initial build	CoE growth and Bot Enterprise Scale-up
Key Activities	Identify the processes to be automated Assist in building Internal Automation Team	Assist in building your Center of Excellence (CoE) Assist in training and hiring for your CoE such as Business Analyst, developer and administrators. Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments. Embedding best practices to CoE	Incorporate process maturity model (PMM) Assist in ROI and complexity calculator Gather requirements for each bots Build and Test Bots using Agile methodology. Migrate Bots developed in this journey from Devà Testà Prod
Deliverables	Identified Processes and their PDD Identify the key Automation Stakeholders	Developed Bots for each process. Center of Excellence (CoE) model Defined designations and responsibilities Bots test cases and reports

Who is Tangentia?

Tangentia: Global Boutique Technology Solutions
Proudly Canadian with Toronto HQ with offices in Wall Street, NY & Goa, India

Benefits of RPA

EXPERIENCE	SUCCESS	CREDIBILITY	SOLUTIONS	PARTNERS
15+ years executing projects across Canada, USA, India and other countries	1000+ customers & proven success stories	11 Fortune 500 customers, over 10 Billion USD in SaaS transactions	IP based Products, SaaS Platforms and Managed Service Solutions	Partnering is a core value and fundamental part of our corporate strategy