Category Archives for "ImageSource"

RPA Solution at Call Center Improves Service and Pays for Itself in a Year

Technology leaders are jumping on the Robotics Process Automation (RPA) technology bandwagon for good reason. It yields tremendous value in a myriad of business and industry sectors. RPA automates repetitive manual tasks performed by human workers, so their time can be used in higher value responsibilities. Because manual actions occur in so many different business processes, RPA is one of the most rapidly expanding technologies today.

Common business processes that can benefit from the use of RPA technology include, but are certainly not limited to:

  • Customer or employee onboarding
  • Regulatory compliance reporting
  • Order scheduling & tracking of shipments
  • Loan application opening
  • Credit collections
  • Shipment load research

High Adoption Rate Driven Is by the Bottom Line and Top-Notch Service

Two primary factors are driving the demand and embrace of RPA: tremendous ROI and improved quality of service. Typically, investment costs can be recouped in a very short amount of time—often just a few months—while ongoing savings can be substantial. RPA allows you to process disputes faster and more accurately, 24x7x365.

One global IT company estimates that 62% of customers will consider switching to a competitor after only one or two unpleasant experiences. Besides saving taxpayer money, even government agencies need to supply great customer service through speed and accessibility. Think about USPS, who now competes head to head with UPS and FedEx for shipping services.

The Call Center—An Ideal Setting to Leverage RPA

For the purpose of this blog, let’s take the case of a large multi-national financial institution (we’ll call them $-Corp) with a customer service call center operation. They employ hundreds of Customer Service Representatives (CSRs), spanning multiple countries. As with many large corporate environments, call centers typically utilize several systems in their day to day business. These generally include a CRM system. Often, the CRM will interface with to pass data to and/or require data be passed back by ERP systems and/or other Line of Business (LOB) systems. Any of these systems may be commercial-off-the-shelf (COTS) applications or custom applications developed in house. Further, these systems may or may not have Application Programming Interfaces (API’s) that allow for easy back end integration.

In this case, customers call into the $-Corp Call Center to dispute items on their financial records. Typically, customers will send in supporting documentation for their disputes. As with all high-volume transaction environments, CSR’s work to process as many transactions per day as possible. Every keystroke and mouse click is measured. These actions relate to Average Call Handling time, which directly translates to cost of operations. Thus, $-Corp Call Center is a prime process candidate for reducing costs and improving the Average Call Handling time.

Repetitive Tasks Peppered Throughout Workflow

$-Corp Call Center utilizes a fully automated business process workflow to address the core functional requirements of their operations. Processing disputes involves repetitive tasks that must happen on every single transaction. Prior to harnessing the power of RPA, CSRs manually keyed dispute information into two systems: the CRM system (in this case Salesforce) and on multiple screens of a LOB application that is the system of record (Customer Dispute Information System, or CDIS). Although this aging technology and will be replaced with a proper CRM system at some point in the future, for now, the Call Center must utilize this custom developed front end user interface with an AIX database backend. This is where RPA has provided huge value.

RPA Leverages Existing ECM System

The initial Call Center solution utilizes the Enterprise Content Management system (ECM) infrastructure already in place to automate the processing of supporting documents submitted by the customer. An import utility is used to capture incoming electronic documents from an upload portal on $-Corp’s website and convert them to TIFF files using a format conversion tool. Advanced Capture is used to OCR these documents, as well as scanned paper letters, forms, etc. that are mailed in. Extracted information is then infused as metadata into the workflow process that CSRs use to work through disputes with customers. When the CSR completes a dispute transaction and submits the record into the CDIS system, ILINX automatically passes the data to Salesforce.

Let’s circle back to the repetitive tasks requiring CSRs to manually key information. Since this data has been electronically captured and extracted, RPA agents (or bots) are utilized to update the CRM and LOB systems and monitor the updates for failures. RPA technology takes a push of XML data from a Salesforce dispute record and inserts that data into the various screens in the CDIS interface. It then submits the record and returns transaction information back to Salesforce.

Keystrokes Cost Millions

The manual keying of that information into other systems, like $-Corp CSRs did before the bots took that task, can involve hundreds of keystrokes per case. It can also require specific formatting of the data. RPA addresses data formatting taking existing data from one source and apply it to another source, thus eliminating the possibility of human error when keying. By using RPA to execute the redundant and manual tasks, every single transaction, performed by hundreds of CSRs every day, shaves time off of the Average Call Handling time. In this environment, quickly completed transactions are king. The ROI, estimated by the Call Center staff for this solution, is significant. They expect to recoup the initial investment within year one.

Building Value on Top of Value

The RPA solution alone was a significant benefit to the Call Center operations. Yet, RPA provides exponential value when coupled seamlessly with existing workflows, and associated backend processes: onboarding of electronic and paper content, OCR technology, integrations, etc. These ECM technologies further enhance a comprehensive and PCI compliant solution that is easily scalable as $-Corp continues to grow. Scaling the RPA solution can be as simple as adding additional VDIs or adding additional server resources to the solution to address additional volume.

Because of the successful deployment in the Call Center, $-Corp is currently investigating additional business processes in multiple departments that will benefit from RPA. With such sizable reductions in operational expenses and rapid ROI, they are anxious to find other areas to leverage the RPA capabilities in the ILINX ECM stack to achieve significant information technology wins.

Why RPA isn’t just trendy

It seems like RPA, or Robotic Process Automation, is all the rage in innovation circles, but ultimately its true benefit is defined by its ability to add value to your company. But how does RPA benefit you? And at what cost?
As leaders in business process automation since 1994, we would love to share insight on Robotic Process Automation.
While seemingly a buzzword, RPA adds value to your organization by automating processes typically performed by employees, while increasing accuracy and minimizing processing time. This is not only possible for one application or process, but can span multiple applications as necessary, including desktop apps, email, Excel, terminal emulators, databases, and more.
There is measurable value to be gained through the addition of Robotic Process Automation systems. To start, it is estimated that 30% of current technology jobs will be replaced with Robotic Process Automation systems by the year 2025 (whatisrpa.com 2017). This means that your organization is currently spending time and money to complete processes and tasks that can and will be replaced in the near future. The bigger picture is that these processes aren’t just replaced by RPA, but they are actually improved and streamlined.
RPA implementation has many benefits beyond just automation. It delivers increased accuracy, leading to up to a 40% reduction in time spent and saves 30% of the typical costs associated with completing processes (whatisrpa.com). These robots also work 24 hours a day with no breaks, freeing up your workforce to direct their efforts elsewhere.
Now, this all sounds great for business, but how difficult is the implementation of Robotic Process Automation?
To start, ILINX automation tools have a small learning curve and a very intuitive user interface. In addition, choosing to implement ILINX, which provides a robust and customizable RPA system, means you have the ImageSource team to aid you in the deployment of your Robotic Process Automation system to ensure that you and your robotics implementation are successful.
So, if you want to be on the cutting edge of innovation while saving your organization time and money, visit ImageSource.com or ILINX.com today.
Jack Weakly, Marketing
ImageSource, Inc

What ILINX Has in Common with Two Giants: Alibaba and Apple

I read a post recently titled Customer-centric and easy-to-use is the new business model (The Alibaba story) that really hit home. The author, Gerry McGovern, a customer-centricity guru, points out that Alibaba, the world’s biggest online commerce company, has defined a clear mission of “making it easier to do business across the world”, as founder Jack Ma put it. I think it’s safe to say that this model has merit, as the company claims the biggest IPO in the history of the world.

As a long-term Apple user, (my first Mac had a hard drive with 512 KB memory) I can say that their progressively intuitive interfaces have been a compelling reason for me to continue using their technology. In fact, the Macintosh project started with an Apple employee named Jef Raskin who envisioned an easy-to-use, low-cost computer.

Apple has stayed true to this model to present day, according to technology industry analyst Jeff Bajarin. In an article published by Time Magazine, Bajarin outlines six key principals that set Apple apart from the competition, three of which are:Continue reading

Why Imprint Documents?

This is a question we ask our customers when choosing scanning hardware for their Enterprise Content Management solutions.  It is easily overlooked when reviewing the specifications of a scanner, as it is a separate hardware purchase and generally is a business process requirement not a scanner specification requirement.

When there is a need to “imprint” or “stamp” a scanned document, it is required to have the date of the scan on each and every page that is processed. This requirement usually is used for tracking purposes or compliance to show that the document was scanned.

Do you Pre or Post-Scan Imprint?
Pre-Scan imprinting is the most common option that allows the organization to have the stamp on both the physical paper copy and the scan. The pre-scan imprint will print on the document PRIOR to the image reaching the scanners imaging lamps.  So the imprint stamp will also be a part of the scan image.

Post-Scan imprinting is generally utilized when an organization needs the data or tracking mechanism on the physical paper after the scan. This is mostly used to indicate if a page of paper has been processed or not.  The stamp is NOT on the scanned image.

Can I automatically imprint on a flatbed scanned documents?
Keep in mind when purchasing a scanner with a flatbed – either integrated with the scanner or as a detachable USB connected flatbed – there is no automatic imprinting option for the documents scanned using a flatbed.  Flatbed scanned documents will need to be manually stamped to meet requirements – either pre-scan or post-scan.

Another option for imprinting is “Software Annotation”…
If only a data or tracking on the scanned image is needed, software annotation could be considered.  With software annotation you have greater flexibility on where the imprint data can be placed on the image. Keep in mind software annotation needs to be part of your batch scanning process and is a separate software purchase to your hardware scanner.

So keep this information in mind when considering what is the “best fit” for imprinting based on your business process AND scanner requirements.
Megan Lane
Inside Sales
ImageSource,Inc.  

How to choose the best ECM solution for your organization

As a Project Manager at ImageSource, it is my job to educate and guide stakeholders to the best solution based on budget, timelines and requirements. Having previously worked as a consultant at ImageSource, I’ve worked with the stakeholders of an organization to outline the scope of an Enterprise Content Management (ECM) solution for their business. During this process, our project management team conducts interviews of the users as well as workshops. The workshops help to demonstrate what is necessary for the organization to become more efficient rather than having unnecessary features, which, at times, can cause more work. As ECM technology continues to advance, more and more features become available and included in products. During the workshops, stakeholders must make tough decisions on what features are needed verses those that would just be nice to have.

Once these requirements are identified, our next objective is to review the products available, such as ILINX, IBM and Oracle, that will cover all the features the business needs to become more efficient. Currently on the market are several out-of-the-box software options that may fulfill some of the requirements needed. However, most organizations, small or large, have business processes that are unique and require configurable workflow options, database links and/or specific security requirements. Software that has this functionality ranges in licensing costs, software costs and implementation costs. It is important to have the requirements clearly identified from the beginning so that when the organization begins to review the software demos and proof of concepts, the best and most cost efficient solution is selected.

Jen Hilt
Project Manager
ImageSource, Inc.

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