CASE STUDIES

OfficeAutomata is being utilized in companies, departments and processes including accounting, business process outsourcing, data entry, data migration, data reconciliation, accounts receivable and hospital in-processing.

We are the new choice for forward thinking companies because our software can solve problems in a simple and unique way.

Unlike other process discovery tools, OfficeAutomata provides ALL the data required to succeed, not just screenshots. Companies can gain a competitive edge over the market with our innovative automation software solutions.

OfficeAutomata decreases the time needed for simple tasks and allows businesses to increase their workload.

Automations can removes manual data processing tasks from your
employees day. This creates effective time saving processes while also reducing costs.
GearsCRM is a Salesforce Platinum Consulting Partner and provider of Salesforce consulting services. With their in-depth business experience and technical knowledge, they help clients to implement and roll out their Salesforce initiatives for maximum business impact and ROI.
Captured the daily actions of 1 user from their Accounting Department for 1 month to precisely map business tasks & processes for automation and process improvement.
Assisted in the deployment of AIs and Tracking system, and trained staff on data analysis.
Allowed for the discovery and documenting of key productivity behaviors such as staff hours worked, staff hours idle, level of staff activity, and number of user activity events per user/per day.
AI identified 27 tasks and 3 processes; 5 tasks were determined to be automation candidates, and 3 were identified as needed for improvement.
Macquarie is a global financial services group operating in 31 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, investment banking and principal investment.
Captured selected daily actions of 2 users from their Risk Management Departent for 1.5 months to precisely map business tasks & processes for automation and process improvement.
Allowed for the discovery and documenting of key productivity behaviors such as staff hours worked, staff hours idle, level of staff activity, and number of user activity events per user/per day.
AI identified 6 tasks, 5 of which were determined to be automation candidates.
MC Payments transacts $50m annually and needed to automate 3 million chargeback, payout & settlement, and merchant onboarding transactions on their online payment gateway, while also gaining visibility into employee activities in different countries.
Captured the daily actions of 10 users to precisely map business tasks to be made into automatons.
Assisted in the setup of an Automation department with key lead individual to manage the tracking and future automation development of the company.
Allowed for the discovery and documenting of key productivity behaviors such as staff hours worked, staff hours idle, level of staff activity, and number of user activity events per user/per day.
Assisted in process standardization and improvement after analysis of data showed many fragmented and unstandardized processes.

RESULTS

OfficeAutomata has assisted in the setup of Automation departments, with a key lead individual to monitor tracking and the development of automations.

Daily actions of the users were tracked to map business processes and tasks which translate into automatable actions.

Full deployment of on-premise tracking of user activity and engagement

AI discovered multiple processes and tasks for improvement, standardization and automation

Key productivity behaviors were documented including number of staff hours both working and idle, level of activity and amount of user activity events per user/per day.
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