Businesses of all sizes have begun to take heed of the importance that technology has to the scalability, efficiency and longevity of their operations. Whether it’s implementing Artificial Intelligence to single out the very best candidates in their recruitment pool or applying machine learning technology to highlight shortcomings in processes. However, Robotic Process Automation, or RPA for short, sits head and shoulders above the rest for its applications to business functions. But, what are the actual benefits that RPA can bring to your business operation?

If you’ve considered different options to increase the efficiency and accuracy of your everyday tasks and processes, RPA is the answer to your prayers, as we’ll illustrate below.

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Robocloud Overview from Cleardata on Vimeo.

 Talk to our human team today about how RPA as a service can aid you with competitive intelligence and help build a competitive pricing strategy – Call us on 0800 046 8086 or Contact Us

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Our robots are more than capable of process automation to the point where the only time a human needs to get involved is to speak to a customer directly. If you’re dealing with a large volume of enquiries this can be a huge help in setting up cases, without dragging staff members away from ongoing work and into unnecessary admin. Along with this time saving comes a significant cost saving, when offset against subsequent staff revenue generation. The less time spent onboarding customers, the more time focused on resolving cases. 

RPA and the Letter of Authority Process

The letter of authority process can become reasonably complex, depending on how many lenders are being dealt with at any given time, added levels of complexity can often lead to human error. The benefit of RPA in legal process automation is that it’s rule-driven and eliminates errors such as misplaced or misfiled documentation, leading to far fewer lapses in service.

Example LOA process: 

• Enquiry received with lenders detailed – received via social media, email, online forms
• Customer information entered into Claims Management System
• Letters of Authority generated for each lender
• LOA’s sent to customer via email attachment, Docusign, Whatsapp e.t.c
• Customer signs and returns documents
• Returned documents and information are entered into Claims Management System
• Signed LOA’s sent to appropriate lenders 
• Case registration number is sent to the customer 

The above is a lot of information changing hands and not necessarily all at the same time, a customer may send back their letters of authority separately creating an additional need to track and monitor correspondence. 

How RPA Automates and Improves the LOA process: 

• Robots are equipped to receive omnichannel enquiries, whatever the Datafeed they’ve got it covered 
• Customer information is entered into the Claims Management System by the robots identifying key fields and transferring the data over
• The letters of authority can be sent to the customer via RPA through any utilised channel, WhatsApp, Docusign, email attachment
• If there is a delay in receiving the documents a reminder email can be generated to politely prompt the customer 
• Returned documents are then entered into the Claims Management System whether returned individually or collectively
• The robots can also be set to detect duplicates, if a customer mistakenly returns the same form twice a notification can be sent to staff or an email can be sent to the customer notifying them
• Via RPA the signed LOA’s are sent via email to the appropriate lender
• A case registration number can be sent out to the customer and even an accompanying welcome pack

Not only does RPA expedite the Letter of Authority process but it also allows for scope to improve the customer service experience. All of the ‘nice to haves’ that would be done if there was more time, can now be part of the standard process using RPA. 

The benefits of RPA in Legal Process Automation

• RPA operate 24/7 365 days a year accepting and processing enquiries
• Client requests handled more efficiently
• Data inputted into the claims management system is more accurate and less prone to errors
• Information is kept secure with direct integration to the CMS
• Free up time for fee earning staff
• Faster case processing 
• Customer experience improved
• The service can be adapted to changes in volume easily
• Reduced recruitment and training costs

Read what this customer had to say about our claims processing automation service here

If you’re looking to automate your Letter of Authority process or for more information on legal process automation get in touch with our team on 0800 046 8086 or contact us. 

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RPA can improve many manual processes and result in huge amounts of business growth by reducing costs, boosting productivity and redeploying staff. There are also huge returns in terms of customer satisfaction, giving your business a competitive advantage. This automation solution allows your organisation to improve its customer care in a variety of ways so your clients remain satisfied and loyal. 

Robocloud provides RPA as a Service to help you improve customer satisfaction. It’s a low cost, flexible solution that can be implemented across multiple departments and businesses such as Legal Conveyancing, Retail, Sales and Marketing where good customer service is essential to success.

Boost Customer Satisfaction With RPA

How can Robotic Process Automation solutions boost customer satisfaction?

Happy Employees – Happy employees result in happy customers. By carrying out mundane, repetitive tasks, our digital workforce allows your human workers to focus on high-value activities and build strong, positive relationships with customers. 

• Employees will be able to develop their skills with additional responsibilities, feel more productive and motivated in their roles 
• By developing positive customer relationships, they will gain insight into specific customer wants and needs. 
• They will be able to work together and be creative, contributing innovative ideas to support your organisation’s growth and its customer service processes. These will result in increased customer satisfaction, trust and loyalty.

Reduce Errors – Robotic Process Automation can improve data accuracy across your business by automating manual processes and processing information quickly and efficiently. 

• Reduce human error and maintain compliance in a fraction of the time by automatically migrating, validating and analysing data. 
• The robots can alert you when information is incorrect or missing so you can resolve the issue quickly and maintain customer satisfaction. 
• With more time to focus on high-value activities and develop their skills, employees will have improved training backgrounds and knowledge. This will help them provide customers with error-free information.

Robot Chat – Automate customer support processes to improve satisfaction. The digital workforce can automatically reply to general queries and complaints on your live chats to ensure customers get the answers they need. When a more complex inquiry is made, the bots can direct it to the appropriate person or department who will provide high-quality answers and fixes, reducing the amount of time a customer has to wait for an answer.

Shorter Response Times – Reducing the number of manual activities customer service representatives carry out provides them with more time to respond to customer queries (when directed by Robot Chat), applications, complaints and more. 

• Constructive, quick responses will boost customer satisfaction greatly and improve your reputation as a trustworthy organisation that cares about its customers while increasing profitability and reducing costs. 
• Customer care and shorter response times are also enhanced by the software robots as they process incoming documents and data efficiently, providing customer service representatives with easy access to work ready data on a 24/7 basis. 
• RPA software robots can automatically ask for and process customer satisfaction surveys following service completion ready for analysis by your team.

Insights – RPA can track and analyse statistics, bringing data together in one central dashboard for easy viewing. Your team can use the data to see who your customers are, what they’re looking for and what channels they’re using in real-time. These customer insights provide you with the opportunity to improve your offering and marketing techniques accordingly. Statistics the digital workforce can bring together include:-

• SEO analytics
• Social media insights
• Keyword performance
• Competitor research and performance

Robocloud provides RPA as a Service to enhance your processes and boost customer satisfaction no matter what size your company is. If you’re interested in improving your business’ customer service, contact our RPA consultants for more information on 0800 046 8086.

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Robocloud can help your business stay ahead of the competition, using RPA to automatically monitor websites, pricing and documentation to provide scheduled email updates or reports to keep you in the picture.  Our robots work around 15 times faster than a person, providing up to date competitive intelligence insights, even when you’re offline.

Let’s face it, competitor monitoring can be a challenge for any e-commerce business, taking both valuable time and resources. Allow our RPA workforce to perform all the laborious manual data processing tasks at the bottom of everyone’s to-do list.  

The benefits are endless, increase e-commerce sales, remain competitive, speed up actionable data reporting and at the same time save your team hours, days or even a week’s worth of manual processing! 

The software robots can automatically…

• Monitor multiple websites at any time – even monitoring pages for changes and reporting back instantly. 
• Capture and monitor competitor pricing data
• Provide competitive intelligence data in any format e.g. spreadsheet or CSV
• Create reports or dashboards to accurately present competitive data
• Update business systems – Provide a user login(s) for the robot and allow the digital worker to update multiple systems instantly. 
• Provide scheduled email updates – Our robots can work to any competitor pricing research schedule, whether that’s in real-time, once a day, week or month and at any time of the day or night.

A Competitive Pricing Strategy Using Automation

Competitor pricing data can have a limited shelf life. If it takes your team hours to complete it can become less than useful before you’ve even had a chance to action. 

Build a competitive pricing strategy by employing RPA software robots to do the hard work for you, speed up your data insights and enable your team to focus on higher-skilled tasks.

Robocloud’s digital workforce is driven by the latest Ui path software, working 24/7 to perform manual data processing tasks in the background, allowing your team to make accurate pricing and marketing decisions by acting on current, actionable and accurate data.  Transform your business through:-

• Faster competitor data insights
• A holistic perspective on the marketplace
• Increased sales
• More staff time for business-critical tasks
• Improved data accuracy
• Scheduled reports and business information
• Data formatted for reporting however it’s required
• Tailored notifications

Reporting Pricing Research

Pricing research reports can be collated quickly and outputted to any required format e.g. CSV or Excel. Our robots can even enter the data into pre-existing systems or build and populate a dashboard capable of displaying key metrics and trends. 

• Customised pricing research reporting to suit business needs
• Automated delivery of pricing research to your teams with scheduled notifications
• Notifications can be delivered by email e.g. hourly, weekly, monthly or in real-time
• Send full reports by product types/sets or even individual products

No Installation Necessary – Robocloud’s RPA as a service model requires no new hardware or software. It’s a great way of increasing throughput without making a substantial investment in new in-house technologies. The staff members previously performing manual tasks can get on with business-critical work, while the robots take care of pulling the data necessary to build a competitive pricing strategy. 

Low Cost – RPA is a low-cost solution that can work for any size business.  Both costs and work levels can be tailored to suit you, with the ability to hire a robot for as little as two hours per week.  Consider recruiting a digital worker, rather than hiring more staff and benefit from fast deployment within weeks and lower overheads.

 Talk to our human team today about how RPA can aid you with competitive intelligence and help build a competitive pricing strategy – Call us on 0800 046 8086 or Contact Us

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Industry, with competitive prices and great customer service, you’ll be interested in the latest RPA retail automation technology, to help you operate efficiently and stay ahead of the pack. 

RPA (Robotic Process Automation) can significantly reduce operating costs and speed up manual retail processes. 

With software robots working faster on repetitive data tasks, employees can be reallocated to do more intelligent, skills-based tasks. 

Changing the way you operate in a challenging environment is critical.  With rising business rates, changes in customer behaviour, resource issues and increasing overheads, those companies that don’t adapt, could be at risk of failure.

Here are five key ways RPA can automate the retail industry:-

1. Sales Processing – Process incoming sales faster and increase your profits. Think about your existing sales order process, how much time is currently spent on manual data processing just to get your orders out. This could be entering data onto multiple systems, validating customer information, or automatically sending customer emails. Read our VOW case study.
2. Marketing – Target customers effectively, based on accurate, real-time sales statistics and buying behaviour. Our digital workforce can automatically gather information from multiple business systems, allowing you to target your marketing accurately to the right customer, at the right time.
3. Stock Management – Automate inventory management to ensure stock levels are managed efficiently.  Software robots can order additional stock, based on your business rules and threshold levels.  They can also provide reporting based on previous, seasonal and current demand.
4. HR & Recruitment – With high levels of staff turnover and seasonal recruitment, HR can be a demanding task for the Retail Industry.  Automate employee onboarding, monitor performance and ensure relevant training is completed using our software robots. Improve staff onboarding speed and compliance for your business.
5. Customer Satisfaction – Communicate effectively with your customers, providing the latest promotions and offers efficiently, based on recent consumer behaviour.  Our digital workforce can provide real-time reporting and even cover off your live chat service for you.

To learn more about our RPA Retail Automation Solutions contact us or call 0800 046 8086 to speak to one of our RPA experts.

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Here at Robocloud, we provide RPA as a Service, meaning there’s no upfront cost, just a simple monthly subscription scaled to suit your needs with a minimum usage of 2 hours per week. The digital workforce is able to work 24/7 to support your human employees across multiple departments, keep productivity levels high and improve business continuity.

To give you an idea of how software robots can be used as an additional resource to enhance your existing workforce, here are some examples of tasks that can be performed:-

What Tasks Can Our Digital Workforce Perform?

Administration

• Data Entry – gathering data from multiple sources to enter into your business systems is no problem for our software robots. They can follow the usual processes your staff would use, with their own unique system login to move between different systems.  This allows them to provide data entry, or copy and paste activities based on your rules.  Provide a fast and accurate method to enter your business data and keep everyone up to date with the latest information. 
• Data Validation – Validation is an essential business process, ensuring that information is correct for use. Robotic Process Automation software can cross-check data with 3rd party systems, validate it, or compare with internal data sources to eliminate human error, improve compliance and speed up data processing.
• Scheduling – administrative activities can be scheduled for completion on a regular basis to meet your needs. Create alerts for staff, based on actionable dates, to carry out important actions and ensure tasks are completed on time.  
• Reporting – Allow our digital workforce to provide reliable, scheduled data to your team.  The robots can log in to multiple systems, saving your employees time on repetitive tasks and providing instant information for analysis. Allow your employees to make informed, high quality decisions based on accurate business data.

IT

• Data Migration – Robots can be used to migrate data from one system to another. This can replace traditional programming methods, which can be expensive and take a long time to complete. 
• System Integration – RPA can integrate internal and external systems securely and efficiently to allow compliant data access in multiple applications. This improves productivity by reducing the need to log into multiple systems and allows for processing speeds to be increased while saving on costs and minimising business risks. 

Human Resources

• Perform daily HR tasks –  Automate employee onboarding and offboarding using RPA and review and classify incoming HR emails based on your rules. Documents can be automatically uploaded to your HR system for authorised staff to access easily from any location to action incoming data in a compliant manner.

Finance

Free up your Finance and Accounts Payable team.  Our digital workforce can perform manual finance tasks such as:-

• Month-end reporting
• Data validation
• Automatic matching and exceptions management
• Identifying duplicate invoices
• Accounts Statement Reconciliation 
• Supplier Onboarding – Credit checks, KYC checks & supplier questionnaire processing

Legal

• Automate conveyancing tasks such as KYC and AML checks, with emails sent to clients at key stages to keep them updated throughout the process. Speed up your conveyancing process and save time for fee earning staff using RPA.

Claims Processing

• Give caseworkers more time to talk to clients and improve claims processing speed.  RPA can identify incoming documents, key text and dates, upload relevant documents into your case management system and send automated emails to clients. 

Business Benefits – RPA As A Resource

• Speed up processing times and productivity
• Access an additional digital resource which can be used as and when required
• Save time on manual processes 
• Reduce costs
• Boost customer and employee satisfaction
• Improve compliance and business continuity
• Better communication with clients
• Flexible access to information
• Quick ROI

For further information about our Robotic Process Automation digital resource solutions call 0800 046 8086 or contact us today.

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RPA Business Improvements

Improve Productivity – Consider what proportion of their day fee-earning employees spend on tasks such as validating information, updating business systems or sending emails.  These data tasks can potentially be done automatically, enabling fee earners to carry out more productive and profitable tasks. RPA can complete manual activities in a fraction of the time of your human workforce, speeding up processes, increasing accuracy and boosting productivity. 

Reduce Employee Turnover – Process automation enables employees to focus on profitable tasks rather than repetitive, mundane ones. As a result, employees tend to feel more valued and enjoy the variety of work they carry out. This reduces staff turnover and allows employees to become more involved in proactive customer communications, generating new ideas to help your business grow further. 

Reduce Costs – Implementing RPA transformation technology can reduce business costs, particularly by increasing staff retention and minimising the need for recruitment and training. Costs surrounding business activities can also be reduced by the digital workforce carrying out manual activities quickly, increasing productivity for no additional cost. 

Collaboration – Robotic Process Automation allows for the collaboration of systems and people to improve efficiency in your organisation and encourage positive interaction. Collaboration is enabled between:-

• Systems – RPA can easily integrate multiple systems and migrate data across them. This process improvement eliminates the need to rethink systems or invest in expensive applications, saving time and reducing human error in the process. 
• People – By freeing up employees they’ll be able to interact more with a variety of people, including other employees and customers. As a result, the customer relationship will be improved and allow for the development of positive long term relationships.
• Employees and bots – Your human workforce will be able to action data provided by the RPA bots who are capable of working around the clock. This can allow an improvement in productivity, processing times and meeting SLAs.

Improved insights – The digital workforce can pull together reporting dashboards to provide a real-time overview of activities for your departments. This can improve visibility across your organisation and help you to make more informed decisions. Here are some examples:-

• CRM – While employees dedicate more time to improving customer relationships, reports can be created based on customer information and similar records to provide a full overview of their relationship with your organisation. As a result, employees will be able to provide specific resolutions to any queries raised.
• Marketing – Track and analyse analytics to better understand customer insights and improve marketing efforts accordingly. 
• Risk assessments – RPA can generate a clear overview of risks, accidents and data for businesses to improve the management of health and safety in your organisation.
• Sharing data – Robots can be used to migrate or share data across organisations and systems, quickly and easily.  This can be a powerful tool when sharing data quickly is critical for multiple organisations. 

Why Choose Robocloud?

Robocloud provides RPA Transformation Technology as a unique service to companies of all sizes across the UK. You can utilise the latest RPA software, without the expense of investing in your own technology and benefit from our RPA experts to develop bespoke solutions.

Flexibility –  Access our cloud-based digital workforce via a simple monthly subscription. The RPA service is flexible and can be scaled to suit your rules and requirements, with a minimum use of 2 hours per week. This flexibility allows your organisation to make use of the software robots as and when they are needed, scaled to suit the peaks and troughs in demand.

Transparency – Robocloud provides a full audit trail of robot and human actions so you have a complete overview of activities. The cloud-based workforce is fully secure and data access is only provided to authorised staff.

Find out more about RPA transformation technology to improve your business processes contact us or call 0800 046 8086 to start your digital journey today.

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This technology will allow us to put our cloud-based software robots to work efficiently, with the ability to allocate different tasks and workflows to selected bots, in order to meet required project schedules. 

Orchestrator provides a centralised robot management dashboard for our Robocloud team, offering comprehensive controls and monitors for robot activity, compliance as well as a full audit trail of every action taken.  It will allow Cleardata to achieve high levels of scalability, performance and rapid automation for our Robocloud RPA as a service, providing clients with excellent quality services and solutions. Capabilities include:-

• Real-time robot performance monitoring
• Detailed dashboard analytics
• Credential management
• Cloud deployment
• SLA queues
• Asset management
• Remote control for unattended robots
• Audit reports
• API integration

Dave Bryce, Managing Director commented “UiPath’s Orchestrator tool is a significant investment for Cleardata, providing a solid technology base for our Robocloud Services, from the leading platform provider.  

This solution will help us to ensure full utilisation, identify productivity and any bottlenecks or common issues encountered.  It will provide full control of our digital workforce, driving efficiencies as our Robocloud services expand. The Orchestrator platform will scale up with us and update instantly without needing to change our existing hardware. 

UiPath’s Orchestrator will help us to provide continuous process improvement and achieve a rapid return on investment so that we can keep growing as a business.”

To find out more about Robotic Process Automation and the solutions we can develop for you contact us or call 0800 046 8086.

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 What makes a process suitable for RPA?

• Any task taken over by RPA has to have a digital aspect, but in addition there are other requirements a task must meet in order to be carried out successfully by software robots:
•  The task must be rules based so that the robotic software has clear instructions to follow. RPA bots work by being programmed to complete set rules, so without these the robot will be unable to take over the task.
•  The work must be clearly structured, consisting of simple, straightforward tasks that can be understood by robots. This is why it is often repetitive, monotonous work that is carried out by RPA robots.
•  The task to be automated must be stable, meaning it will not be subject to further optimisation and the robot’s job will remain the same. Automating a process that is constantly being changed would end up being costly and inefficient, as developers would constantly need to adjust the robots.

 Types Of Tasks Suited To RPA

Whilst there are some must-haves for tasks to be suitable for RPA, there are also some factors which make a job particularly suited to the technology:

• Tasks that are subject to volume spikes such as seasonal changes. Whilst this kind of job can cause havoc for staff during peak times, correctly programmed RPA will be able to tackle these fluctuations with ease.
•  Mistake prone tasks. Once programmed, your robots will not make mistakes, so those tasks which are prone to human error can be made mistake free.
•  High volume tasks. Some jobs take up a lot of staff resources just because of the sheer number of times a particular task needs to be carried out. RPA can remove some of the workload for staff and free them up for other tasks.

In addition, work where some degree of human judgement is required may also be suitable for RPA, using what’s called “assisted RPA”. In these cases, robots can be programmed to carry out repetitive tasks, but where an anomaly occurs they will notify a human worker via email.

 Examples Of Tasks Carried Out By RPA

Here are just a few examples of business processes that can be carried out by robots.

Automated Statement Reconciliation

In accounting departments, RPA software can be used to reconcile your bank statement against your general ledger, verifying payments and flagging up an exceptions list to your AP team if there are any errors or anomalies requiring investigation..

Read more about RPA for account statement reconciliation

 Employee onboarding

In HR, robots can be programmed to follow a list of tasks to get employees quickly and efficiently on-boarded, such as right to work checks, reference checks, ordering workwear and sending out employee handbooks.

Read more about RPA for employee on-boarding

Conveyancing

RPA software can work together with case management software such as ProClaim, as well as various other digital solutions, to carry out a range of conveyancing tasks within the legal sector.

Read more about RPA for conveyancing

RPA as a Service from Robocloud

Robocloud has a team of cloud-based software robots and offers a unique process automation service. This can be used by any sized company and can transform your manual or inefficient business processes. As a fully scalable solution, Robocloud’s robots can be hired on an hourly basis.

To find out more, contact Robocloud today on 0800 046 8086 or using the contact form.

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