Multi-purpose solution

 

In their daily strategic processes and operational tasks, companies operate with multiple applications and systems (ERP, CRM, intranets, webs, desktop tools, etc.) that require a high level of manual intervention.

A significant amount of time and resources are invested by companies in tasks that cost a lot of money an add little value, such as managing multiple spreadsheets with information collected from existing systems or “copy-paste” data between applications.

Processes that are stable and well-defined are the best candidates for automation, but not all processes meet these criteria. The objective is not automating 100% of the tasks, but those that are more common, making an analysis of the cost of automation and the benefit that can be obtained.

Our motto is: “Automate whatever is automatable at a competitive price”. .

Tasks suitable for automation

CRM (client data,
contact updates, etc.)

HR
management

Invoicing

Claims
processing

Data
migration

Loan
management

Corporate reporting
and dashboards

Inventory management
and logistics

Competitive
monitoring

Accounting and
bank conciliation

Regulatory
compliance

  • CRM (client data, contact updates, etc.)
  • Invoicing
  • Data migration
  • Corporate reporting and dashboards
  • Competitive monitoring
  • Regulatory compliance
  • Accounting and bank conciliation
  • Inventory management and logistics
  • Loan management
  • Claims processing
  • HR management

Automated processes

 

Jidoka Robots replace or reduce manual intervention. They can automate a significant amount of work.

Processes that are stable and well-defined are the best candidates for automation, but not all processes meet these criteria. A key aspect to identify which tasks can be automated with Jidoka is to analyse how the user handles systems, answering questions such as:

  • How many times is the process executed?
  • How long does it take a person to do it?
  • How many applications are involved in the process?
  • How many different variables could you find in any task of this process?
  • Is it necessary to automate every variable?

Our team of experts have already automated hundreds of processes in several companies from different industries, allowing them to achieve a broader vision of what can or cannot be automated. Our consultants will help you answer key questions and analyze your business needs to define the best automation strategy for your company.