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Consider providing additional resource for your business using RPA or robotic process automation to deliver continuity for your operational activities.

Digital workers can perform manual business processes such as data entry, system updates, automated emails, data validation, data migration and data integration.  Not only that, they can work around the clock, providing a continuous resource to help keep your business running.

Cleardata provides Robocloud RPA As A Service, providing a flexible, scaleable solution, which can grow with your requirements. Robots can be programmed to perform many manual processes, providing a helping hand for your business during a challenging environment.  There’s no big upfront investment for RPA software, our Robocloud service is available via a simple monthly subscription, which can be accessed as and when you need it. Cleardata uses the market leading UI Path Technology.

Automated RPA Processing

Here’s some business examples of how RPA can help automate your business processes:-

• HR – Automatically onboard employees, with right to work and reference checks, HR platform setup, workwear ordering and documentation sent to new starters.
• Claims Processing –  Automate your claims processes with incoming claims monitored, relevent documentation emailed, incoming documents checked and CRM systems updated.
• Sales Order Processing – Automate incoming sales orders and updates. Save time for staff taking phone updates and manually updating systems.
• Reporting – Allow our robots to pull together data from multiple business systems, providing a live dashboard view of your business data.  Identify bottlenecks and errors quickly and easily and save time in data gathering.

RPA Benefits

• Save time – use our digital workforce to save time in manual processes.
• Improve productivity – digital robots can perform tasks quickly, with increased accuracy.
• Improve employee satisfaction – allow your workforce to focus on skilled tasks and
• Work 24/7 – robots can work around the clock to provide work ready data for your team to action.

For further details on how our Robocloud RPA Service can help contact our team or call 0800 046 8086.

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Providing poor customer service isn’t really an option, however acquired and outdated legacy systems can be a challenge in meeting up to the minute customer needs.  Systems can become slow and cumbersome, demonstrate incompatibility with newer technology, lack support and are unable to provide effective customer communications.  

Unfortunately implementing new systems can often be considered a difficult and daunting process.  Lack of skills, budget resources and expertise required to overhaul the outdated systems and integrate with new “cloud based” solutions can be a showstopper.  

If this sounds familiar and your customer service is lagging behind, consider shifting your legacy systems up a gear using Robocloud’s RPA (Robotic Process Automation) Services.

Utilise RPA to Transform Your Systems

At Robocloud we offer Robotic Process Automation, or RPA  as a service which can help enhance legacy systems by either adding on additional functionality, or acting as the glue between your legacy and new cloud based systems to help improve your customer journey.  

By eliminating pain points and manual tasks we can help to smooth out your customer processes, ensuring a more enjoyable experience.  

Carrying out rules-based and repetitive mundane tasks (that are usually performed by humans), the robots can assist with a variety of roles including:

• Data Entry
• Data Validation, Searching and Sorting  e.g. Credit Checks
• Opening/creating new customer accounts on your existing platform
• Automating Email or Text Communications
• Updating Web Portal Systems
• Updating CRM Systems
• Updating Legacy Systems
• Sales Order Processing
• Updating Pricing or Product Updates
• Order Cancellations
• Forms Processing
• Complaint Management
• Online Chat for frequently accessed customer resources

Whether it’s front facing or in the back office, your business will have a lot to gain by integrating RPA in your operations including providing a consistent level of customer service without error.

If you recognise the opportunity in your business to improve then give Robocloud a call, our RPA Ninjas can help you:

• Examine your customer journeys and work flows – this may consist of simple or complex tasks
• Identify how workflows and processes could be simplified
• Address any concerns your employees might have with the customer journey
• Consider any other departments that may be involved in customer service that are likely to be affected e.g. IT, Finance or Marketing.

We deliver robotic process automation as a managed service; this means that you pay for the services and capacity you require via a simple monthly subscription. This can be up and running quickly and easily and allows you to start small and then build out.   

John Welsh, Director at Cleardata, said “Many businesses are in a situation where they need to retain legacy business systems which operate the majority of customer processes e.g. ordering, stock control, finance and invoicing, but want the extra bells and whistles of a new cloud based customer service orientated system.  

It can however be problematic in joining the two together without massive integration and programming costs, which means it can’t get off the ground due to budget availability, risk and board sign off.

RPA can be implemented quickly and easily, acting as a glue between your systems to deliver additional functionality. This can easily enhance your customer service process, improve sales order processing and ensure consistency in pricing and product updates.”

If you would like to improve your customer journey talk to our RPA team today, call 0800 046 8086 or contact us.

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Change the way you work and avoid the monthly statement headache. Our digital workforce will do the hard work for you, freeing up your time to do more profitable activities.

Robocloud’s account statement reconciliation service can be used by businesses of any size, via a simple monthly subscription, no need for software investment or extensive programming. This is an out of the box service, we just need to configure the type of financial software you use and the key validation rules to suit your business.

Our robots will be the investigators for your AP Team, working 24/7 to get the job done, ready for you to review or process.  They’ll act as your data scientists, performing tasks which provide you with the information needed to identify any bottlenecks or ongoing issues with suppliers.

So how does Robo Reconciliation work?

Our digital team will need your accounts system ledger report and electronic supplier statements to get started. These can be in spreadsheet, PDF or word format. If you’re working with paper statements our secure scanning bureau can digitise these for you.

The robots can then perform two way matching of the ledger and statements to validate the data supplied.  For example

• Amounts match and correct
• Right currency
• Recognised supplier ID
• Any missing data
• Invoice number valid
• Any duplicates
• Check for invoices against accruals

On completion, matched invoices can proceed to payment and non-matched invoices can be flagged to a person in your AP team to investigate further.

You’ll be provided with a spreadsheet containing all the information, with filters available for you to identify invoices by their relevant status.  Allowing you to

• Keep your invoice processes moving and compliant
• Avoid costly errors such as duplicate payments, overpayments or even paying for goods you’ve not received.
• Identify and resolve issues with suppliers who are regularly providing non-compliant invoices.
• Ensure suppliers are paid within terms

We can also carry out more bespoke projects, for example if you need additional matching for PO’s or goods receipt notes.

Interested? Contact Robocloud today to find out more about our accounts statement reconciliation services. We’ll be happy to provide a demo based on your accounts data to show you how it works. Call 0800 046 8081 or visit robocloud.co.uk

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