As with any business, your people are at the focal point, but with challenges such as slowing revenue growth, increased competition and higher customer expectations; you need to find a way to make your expert staff go further — without increasing costs.
We've found a solution that will enable your business to evolve with the times, and take the pressure of your people. Augmenting your human labour with virtual workers, through introducing Intelligent Automation, will maximise your peoples' time, and lift those administrative burdens. This will allow for your people to focus on delivering the real work, and for the automation to do the mundane tasks.
This leading Intelligent Automation solution, Practice Gateway, operates on a single platform, under one license and support agreement — hosted in the Microsoft Azure Cloud.
Among the many automation opportunities within a practice, one of the largest is standardisation of information sharing for data entry from customers.
Having a single location for every form of communication between your practice and your customers improves the customer experience and is the launchpad for the standardisation necessary to adopt automation on a significant scale.
This is available out of the box: Practice Gateway.Learn more
Virtual Workers can process the endto-end on-boarding of new clients, verifying identification documents and processing data into CRM systems.
Smart Document Analysis
Thorough document analysis can be undertaken in order to decipher the actions required. Advanced platform capabilities such as NLP, OCR and AI support this use case.
Virtual Workers can collate data from many various sources to improve analysis on business processes. Flexible and transparent decisions, to make sure you stay compliant.
Managing time and expense within professional services organisations is key, however it can be costly and time consuming. Virtual Workers can effectively reconcile and automate the process, giving time back to staff.
Invoicing & Spend Reporting
Complete invoicing processes with Virtual Workers and compile them into the relevant spend reports. Building a bespoke system for clear visibility and understanding of spend to date.
Admin tasks are a routine and necessary part of any role, however they are tedious and often time consuming. Intelligent Automation can manage admin from end-to-end freeing staff for other tasks.