The Essential Automation Toolkit – Tips on How to Succeed

From socket sets to software, the right tool for the right job at the right time is crucial, no matter what industry you operate in. But what if you could access a versatile unified toolkit that works like a digital ‘Swiss Army Knife’, sitting in your system discreetly harmonizing operations, with a multifaceted taskset to intelligently automate daily tasks?

Organizations looking to simplify their technology stacks and reduce the number of vendor relationships can adopt a unified platform to help them scale faster. Recent research finds  Generative AI (Gen AI), powered by machine learning (ML), is revolutionizing decision-making and collaboration as business professionals across various fields witness accelerated task automation due to Gen AI’s proficiency in predicting natural language patterns.

Companies increasingly favor platforms integrating AI and ML, particularly Gen AI, to exploit vast datasets. Process orchestration within these platforms provides enhanced visibility and control, simplifying deployment, management, and optimization of automation. This aligns with the demand for efficient resource utilization and accelerated innovation.

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Taking a strategic approach

Disparate systems can lead to service gaps, with each department focusing on its specific needs rather than considering the organization’s overall requirements and goals. Retrieving necessary information becomes time-consuming and cumbersome because front-end sales, middle-office operations and back-end processes use different systems.

When collaboration doesn’t happen, businesses don’t make good data-driven decisions and the customer journey becomes disjointed. Taking a holistic approach through one centralized automation platform can help you use in-house resources more wisely, reduce manual processes and collect more reliable and timely data.

Global insurer Allianz Group initiated automation to eliminate repetitive tasks, enabling teams to concentrate on customer-centric and innovative activities. Initially focusing on underwriting, pricing, finance, IT, compliance, and back-office functions supporting 126 million customers across 70 countries, the automation team operated within operations for broad visibility.

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Integrating robotic process automation with optical character recognition and natural language understanding optimized high-volume processes, notably enhancing claims and operations initially, before extending automation across the business. Success factors included starting small, investing in people, establishing robust governance, and implementing structured change management. Initially targeting six processes within six months, Allianz swiftly scaled the program, adding eight trained staff and implementing a comprehensive framework and governance. Presently, 60 digital workers automate over 100 processes, reclaiming 10,000 hours monthly for employees. Key success factors in scaling their automation program have been starting small, investing in people, establishing robust governance, and implementing structured change management.

Unifying the automation experience

Rather than standalone RPA offerings, organizations increasingly favor platforms for seamless integration and enhanced user experience, fostering unified platform experiences to ensure clear communication of necessary changes. Unified platforms reduce obstacles for customers, allowing them to leverage broader portfolios and technologies from a single vendor.

One example is Zurich Insurance Group, founded in Switzerland in 1872, which operates globally with 55,000 employees. Despite its scale, Zurich UK faced challenges with legacy processes and operational complexity, prompting a focus on team alignment and customer experience improvement using automation software. Intelligent automation unified process gaps, enabling rapid claims reporting, accelerated payments, and streamlined document processing. The digital workforce managed over 120 processes, processing three million transactions, freeing frontline staff to provide exceptional customer service.

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Enhancing your business toolkit with IA

Intelligent automation (IA) consolidates BPM, RPA, IDP, no-code app development, AI, ML, and other cognitive technologies into one platform, enhancing control and optimization for organizations. It establishes standardized processes across units, reducing errors, ensuring consistent customer experiences, and mitigating regulatory risks. By streamlining integrations, IA accelerates scalability.

A unified platform ensures transparency and alignment, facilitating smoother operations and collaboration across teams with end-to-end automation. This cohesive approach prevents sudden process additions without acknowledgment, crucial as processes often span multiple silos.

Incorporating a unified intelligent automation platform is transformative for accelerating growth, harmonizing operations across departments. Resulting in fewer errors, stronger compliance, and consistent customer experiences, it unlocks unparalleled value.

Access to cutting-edge technologies and process orchestration proficiency redefines excellence in operations, going beyond business improvement to set new standards.

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