Before we could design an automated solution, we needed to identify the systems and processes at hand. We conducted a Discovery Phase that helped us uncover key elements about the current environment and how we could move forward.

Analyze the Current System
When engaging our support, our client believed that their manual reporting system was consistent. However, our Discovery Phase revealed that different people were managing data input in different ways, creating inconsistency, inefficiency and room for errors. 

Document Processes
To determine the best path forward, we had to document the current processes and all exceptions. We worked closely with their team to identify how data entry occurred, who did what, and where information lived. From there, we could design an efficient, automated process. 

Architect the New Platform
In order to architect their solution, we helped our client prioritize ways to improve their processes. We collaborated with them to utilize UiPath, a leading robotic process automation tool, as the basis for the automation. Our ultimate goal was to streamline data entry and reporting and improve operations. 

Create Demos for Ongoing Updates
We always engage our clients for ongoing input and feedback during a project’s lifecycle. For this project, we were able to share with the holding company the recordings of our demos throughout the process. These demos exhibited what we were building and helped them stay informed and aware of our progress — and their solutions. 

Train Employees
Once the automation was in place, we trained their employees to manage their payroll system and implement their new tools.  

Throughout the project, we fostered success by collaborating, communicating openly, and being transparent. In every step, we had real conversations with the client about their needs and goals and guided them toward the right technology solution.