Description
Read data from upto 2 sources like pdf, txt, web or email and update upto 100 fields within the same system with upto 3 screens. Decision based workflow.
Scope
Requirement gathering & analysis:
Activities:
Interaction with our SME to understand the process in detail.
Compatibility evaluation.
Prepare & review documents
Validate implementation timeline
Firm up execution plan
Deliverables:
Understand & document AS-IS & TO-BE process flow
Identify the SOW & timelines
Design, Development & Testing:
Activities:
Perform detailed aanalysis & design
Develop automation solution
Perform system testing
Perform UAT
Rework on issues identified in testing
Production environment readiness
Deliverables:
System Design Document (SDD)
Automated solution (scipts)
Test logs and secure SME signoff
Production deployment & support:
Activities:
Migrate bots to production
Parallel run of bot and manual process
Monitor automation logs and address any exception
Prepare for production support or support handover
Deliverables:
Bot performance & monitoring report
Daily/Weekly matrics
User manual
Solution Area
Examples:
Hospitality: Hotel Bookings/Modification/Cancellations, Customer onboarding, Customer loyalty management, Marketing campaigns.
Finance: Invoice Processing, Bank/Credit card reconcilliation, Legal processes.
Insurance: Insurance claims processing, Insurance under writing, Policy cancellation.
Education: Student enrollment, Application processing, Adaptive learning, Student advisory, Onboarding.
Healthcare: Patient appointment scheduling, healthcare cycles, claims & accounts settlement, patient followups.
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