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Discover and Document: Creating Your Process Definition Document Before Automation

We discuss the process discovery and documentation during an RPA use case intake and how to create a detailed process definition document.

Feasibility and Priority: Identifying the Best Opportunities for Process Automation

In part two of this series, we focus on feasibility and priority when choosing the right process for RPA, including how to determine ROI and prioritization.

Analysis and Ideation: Starting Down the RPA Path

Getting started with RPA shouldn’t start with every process in your company - begin with analysis and ideation for an RPA use case process intake.

Blog Series: Choosing the Right Process to Automate Is the Place to Start

We discuss how to choose the best processes for Robotic Process Automation (RPA), starting small to laying out the final path.

Success With Salesforce: Start Your Journey on the Right Path

Take a look at six preconceived notions about Salesforce before you begin planning for a new CRM solution. You may be surprised how much you like it.

New Thinking about Data Analytics and Data Access for a Stronger Digital Future

Agile companies adopt a modern data analytics approach to prioritize data, enable access and make better predictions that build trust.

Technology, People and the ‘Collaborative Pyramid of Needs’

We must align our increasingly complex technologies with the increasingly complex human needs they meet as we move up the Collaborative Pyramid of Needs.

3 Questions to Ask—and 3 Steps to Take—to Deliver Seamless Customer Service

Learn how to deliver call centers and digital experiences that provides excellent customer service while helping your business navigate what’s next.

Blog Series: Different Ways to Transition to Remote Work

We have been largely remote for more than 20 years, we have the experience, knowledge and flexibility to help you transition to remote work.

RPA Use Cases in Insurance: A Practical Guide

Learn how to fill in process gaps and identify use cases for robotic process automation and artificial intelligence in insurance core processes.

Getting the Most from a Virtual Conference: Top Takeaways from Insurance AI and Innovative Tech Virtual

We share some of the pros and cons of the Insurance AI and Innovative Tech virtual conference and ideas for moving forward in this virtual world.

When is the Right Time to Move to a Cloud CRM or ERP Solution?

Consider a cloud-based ERP solution for required updates, quick expansion, or if your organization operates with first-gen solutions. Plan ahead for future growth.