[White paper] How automation can help you overcome customer relationship challenges

Consumer expectations have changed and customer experience has become a major differentiator, especially since its quality is increasingly measurable and comparable. A better quality of service will require a better knowledge of the customer to personalize interactions and ensure a flawless response. Excellence is now expected at every stage of the customer journey and organizations will have to work hard to differentiate themselves and build customer loyalty. Many of them have therefore turned to automation as a lever for efficiency and differentiation to accelerate their customer relationship management processes.

Novelis offers you to discover the benefits in its white paper “How automation can help you overcome customer relationship challenges” divided in three parts:

Feedback from our customer Contaxium: Smart Automation for Agent Efficiency in Call Centers

We will come back to the case of one of our customers, Contaxium, a specialist in outsourced and customized telephone answering services, which decided to automate and digitalize its business processes.

Eric Esnault – CEO of Contaxium will explain how Contaxium has relied on Smart Automation to improve its customer relationship management during an interview shared with Dominique Duquennoy – Director Customer Success Manager of SS&C Blue Prism and Mehdi Nafe – CEO of Novelis.

Tasks with high automation potential in customer relations

Customer relationship automation has become strategic and can be applied to a wide range of processes in customer relationship management. In this white paper, discover examples of tasks with high automation potential in this domain and get inspired to define eligible business cases within your organization.

7 key steps to a successful automation project

Automation is implemented at the enterprise level to better support digital transformation. To offer you all the keys to success in your automation process, we suggest you follow 7 essential steps to successfully complete your project. These seven interconnected factors will enable your automation program to meet the objectives you have set.

Evaluating your processes is essential when you want to start such a process because it will allow you to measure the impact of the profitability of the automation process. To help you in this first step, we offer you a free analysis to qualify the automation potential of your process with one of our business analysts! Following the meeting, you will leave with a macro calculation as well as a detailed analysis to evaluate the risks, optimize the management of your resources and seize the best opportunities.

Do not hesitate to contact us.

[USE CASES] RPA: tasks with high automation potential in retail

For a year now, the retail sector has evolved a lot to adapt to the new market constraints: increase of online purchases, security in stores, sanitary protocols to implement. Retailers have had to quickly find solutions to remain competitive and one of the factors that have allowed them to differentiate themselves is the speed with which they have changed their strategies thanks to new technologies such as automation.

The benefits of these technologies are involved at many levels in the retail sector and this is why almost 50% of retailers believe that automation is an asset in their strategy (JDN study).

The market related to retail automation, globally, is expected to reach $21 billion by 2026 (Allied Market Research). This growth is facilitated by several variables such as a store’s accessibility to AI, Machine Learning, robotics and prescriptive analytics.

The use of intelligent automation can help stores take care of daily operations. Here are some examples:

  • Automate inventory level tracking and order management
  • Automate sales promotions that require data collection and analysis
  • Automate invoicing, price changes, accounts payable, receivables, etc.
  • Provide real-time reports based on customer preferences and user behavior for a particular product or product features

Discover examples of tasks with high automation potential in Retail by downloading these RPA Use Cases applied to this sector.

[USE CASES] RPA: tasks with high automation potential to manage customer relationships

Since customer relations have become digital, simplicity, immediacy, mobility and personalization are all needs expressed by customers who expect a 100% digital experience. Today’s consumer is ultra-connected and ultra-informed: in one click he can access an unlimited source of information and give his opinion.

Competition is increasingly fierce between customer relationship players who must redouble their efforts to innovate and satisfy their customers’ expectations. To differentiate themselves, some are betting on the quality and management of their customer relations and automation can help. According to a survey conducted by Forrester, 45% of customer service organizations surveyed are already automating repeatable tasks for their agents, allowing them to focus on improving the customer experience and satisfaction. The automation of the customer relationship does not replace the human relationship, but rather promotes a more personalized relationship with customers thanks to a better knowledge of them and their specific needs. 

In order to adapt to the new market constraints and to optimize the company’s development, customer relationship automation has become a necessity. Intelligent automation can be applied to a wide range of processes with high automation potential in customer relations and sales communication: it makes it easier to find prospects, ensure their conversion and build loyalty. 

The automation of the customer relationship does not replace the human relationship, but rather promotes a more personalized relationship with customers thanks to a better knowledge of them and their specific needs. 

Here are some examples:

  • Assistance to the advisor in handling complex customer requests (virtual assistant, augmented advisor)
  • Extend the time coverage of the support service
  • Automated update of the customer account (change of address, phone number…)
  • Automation of the pre-qualification of requests by Voicebot

Discover examples of tasks with high automation potential in customer relationship by downloading these RPA Use Cases applied to this business.

[USE CASES] RPA: Tasks with high automation potential in finance

The digital revolution is changing the face of the financial sector, regardless of the business line: treasury, management control, accounting, finance management, etc. Transforming to innovate is becoming an obligation for these players, who must be ever faster, more reliable and more efficient in the execution of processes. Automation is the answer to these challenges and has become a strategic priority for finance departments in order to increase productivity, reduce costs and accelerate compliance with regulatory requirements.

Easy to implement, a process automation project generally has an ROI of less than 12 months. Sometimes less than 2 months!

Intelligent automation therefore offers both financial and qualitative benefits and can be applied to a wide range of processes with high automation potential.

Here are some examples:

  • Data capture and cleansing supports automated generation of regulatory reports
  • Automating the preparation of data collection review slides for multiple financial systems and reports
  • Automation of approval workflow and payment processing
  • Automate standard expense processing and approval based on predefined rules

Discover examples of tasks with high automation potential in finance by downloading these RPA Use Cases applied to this sector.

RPA : Smart Automation for Operational Efficiency

Operational efficiency is a major issue that conditions the competitiveness of companies. Smart Automation is a relevant lever for optimizing business processes. RPA is the first step.

OCR and NLP are technological tools that allow us to push the field even further in terms of automation.

Technologies are evolving quickly, and so is the potential for automation. The expected benefits are many, and do not stop at a simple economy of means.

The automation of back-office processes is the easiest to understand. However, the potential of ‘Virtual Assistant Robots’ RAVs and Intelligent Automation considerably widens the scope of processes eligible for optimization and automation.

Intelligent Automation opens up unexplored perspectives. Yet, the positive impact of automation is not new : avoiding tedious manual tasks and improving the accuracy of the data being handled. On the other hand, we were faced with a glass ceiling : 80% of company data is unstructured. This is why the OCR and NLP are inevitable levers to overcome this constraint.

Speed-meeting RPA with Document Store

Participate in a 100% automation day during our speed-meeting on June 14th organized with our partner Document Store and discover if intelligent automation can be adapted to your projects!

During this day you will be able to identify and qualify processes with high automation potential thanks to SmartRoby’s* process assessment module.

How does it work?

  • Book a 30-minute session with a business analyst
  • Receive a survey to help you identify your processes with automation potential
  • Day D: the business analyst qualifies the processes that you have identified beforehand
  • Leave with your free study on the feasibility of automating your processes!

Process assessment is a critical step before launching an automation project and allows organizations to define an informed strategy for automating their processes. It allows them to clearly identify priorities by assessing the capability and maturity of their processes. In RPA, this step is crucial to determine the extent to which process automation will have an impact and be cost effective.

SmartRoby offers a very advanced functionality to assess the processes in place and the potential areas for improvement. SmartRoby’s Process Assessment module also identifies the strengths and weaknesses of existing processes in order to improve them or avoid bad practices.

Thanks to a detailed survey, SmartRoby allows to evaluate the feasibility of automating a process and especially its potential value in order to prioritize RPA projects and better manage investments. This comprehensive questionnaire takes into account the specific context of each process evaluation (feasibility of the RPA project, time consumption, exceptions, impacted business, IT environment…).

At the end of the survey, SmartRoby’s algorithms calculate the estimated impact, complexity, feasibility, ROI and payback point for the process being evaluated. With these results in hand, organizations are better equipped to make the best decisions and manage their RPA project opportunities.

Our solution offers the possibility to make a preliminary study of the automation project including all significant factors that contribute to the success or failure of the project.

With this informed diagnosis, organizations are able to evaluate their risks, optimize the management of their resources and seize the best opportunities.

*Our SmartRoby solution was awarded Blue Prism’s Best Solution 2022 in the AI & Cloud Innovation category. This award highlights SmartRoby as an innovative and pioneering solution for process automation (read more)

Blue Prism World on Tour Madrid

On May 25, Novelis will travel to Madrid to celebrate the 3rd edition of Blue Prism World.

A true virtual experience and journey around automation, this event organized by our partner Blue Prism, allows everyone to discover the technology and strategies for success through unique customer feedback.

The Blue Prism World on Tour Madrid 2022 will bring together all Blue Prism Iberia teams, as well as clients and strategic partners such as Novelis.

On the agenda of the event

Inspire your creativity with: inspiring presentations, plenary sessions with customers and partners, and showcasing the most innovative automation and AI technologies revolutionizing the digital workforce.

As a business owner, meet with experts and learn how to achieve all your key objectives: employee retention, customer satisfaction and increased efficiency, accuracy and productivity, and ROI.

Blue Prism World: Focus on the business of the future

Transforming the way we work through the collaborative power of people and intelligent automation, using artificial intelligence, new technological advances and human ingenuity to create the companies of the future: that’s the goal of Blue Prism World.

In your company of the future:

  • Your collaborators and digital workers would work together and collaborate seamlessly: a unified workforce
  • Your clients would benefit from a better quality of service thanks to greater employee efficiency
  • The overall productivity of your organization would be much higher allowing you to achieve your strategic business objectives.

All of this is possible now, the future is already here. The technology you need to reimagine your business exists, but you need to learn how to use and implement it.

[White paper] Succeed in your automation project in 7 winning steps

Automation is implemented at the corporate level to better support digital transformation. Discover in this white paper, co-authored with our partner Blue Prism, how to succeed in your automation project in just 7 steps.

What are the key steps to automation?

  1. Define a vision and a strategy from the beginning
  2. Adapt your organizational structure
  3. Identify and select potential processes that can be automated
  4. Adopt an industrial approach
  5. Control the continuity of virtual agent activities
  6. Recruit and train a team of experts
  7. Design a scalable technical architecture

These seven interconnected factors allow the automation program to meet the objectives you have set. However, it must evolve as your business does, meet new needs and, as such, be regularly re-evaluated.

You don’t have to recreate the entire program, but make sure that its parameters are always in line with your business reality.

Download our white paper co-authored with automation leader Blue Prism.

[Webinar] RPA: a solution to the challenges of the insurance industry

Online conference (session in French) organized on Thursday, May 19 at 11am

RPA (Robotic Process Automation) and Smart Automation are now an integrated part of the digital transformation process of insurance companies.

Gartner estimates that by 2022, 90% of large enterprises will deploy RPA projects in their organizations to improve operational efficiency. There is no doubt that this year and in the years to come, process automation will continue to be a priority within companies.

Insurance players face new issues and challenges every day in order to improve their insurer-policyholder relationship: insurance customers want to be able to benefit from fast customer experiences; IT systems are sometimes too complex or lack agility; not to mention the strong regulatory constraints of the sector which impose a high level of compliance on insurers (audit, data quality and security).

RPA is an answer to these challenges. It has become an essential solution and a key performance lever for these insurance organizations that have a wide range of processes with high automation potential, such as :

  • Using a digital worker to process claims allows for faster processing (agents are no longer required to manually enter data or make bank transfers)
  • The continuous and automatic update of the member’s space facilitates the search for information (on a benefit, a guarantee, a procedure to be carried out) and allows the regularization of the insured’s accounting situations
  • The automation of the claims notification process with the collection of customer information reduces the workload of call centers
  • Automating compliance checks minimizes the risk of errors and regulatory violations associated with manual checks

On the agenda for this webinar:

  • All about RPA and Smart Automation
  • Discovering use cases from the insurance industry
  • Key success factors of an automation program
  • SmartRoby, our solution in SaaS mode to increase the efficiency of your employees by integrating all the cognitive capacities of digital workers

Georges Abou Haidar, Project Manager and Product Owner of SmartRoby at Novelis will guide you through the webinar.

Practical information:

  • Date and time: Thursday, May 19, 2022 at 11 a.m.
  • Online Conference: Microsoft Teams

Podcast #Diveintothefuture: 2026 the year of automation [AUDIO]

Welcome to the future of intelligent automation!

Due to the technological revolution, organizations have had to find alternatives to remain competitive and find new levers for growth. With this podcast #Dive Into the Future: 2026 the Year of Everything Automated, we take you on a journey into a world where intelligent process automation has become the norm. Thanks to advances in AI and smart automation, people and machines are now working together to increase efficiency and productivity.

Listen to 3 experts in AI and automation to discover how far we have come to get to this augmented future (in which we will soon be): Mehdi Nafe – CEO & Cofounder of the consulting and technology firm Novelis; Dominique Duquennoy – Customer Success Director and Benoit Cayla – AI & Automation Evangelist at Blue Prism, leader in Robotic Process Automation.

https://video.blueprism.com/watch/ysqqa8LH8WFfxGkrJW8VPg?

About the participants:

Benoît Cayla, Dominique Duquennoy and Mehdi Nafe

Benoît Cayla is a Pre-Sales Solution Consultant at Blue Prism. Passionate about AI (Machine Learning, NLP and Deep Learning), he combines his skills in this field with automation to help his customers to robotize more efficiently sometimes complex business processes.

With several experiences at LivePerson and Expert System, Dominique Duquennoy joins Blue Prism in 2019 as Customer Success Director where he helps accelerate the industrialization of large organizations and helps them improve their processes.

Mehdi Nafe is the CEO & Co-Founder of Novelis. Trained as an engineer and a project manager, he positions Novelis on innovative projects involving cutting-edge technologies such as Artificial Intelligence, intelligent automation, OCR or RPA (Robotic Process Automation) to address the business challenges of organizations.