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How Many Cancellations Are Too Many: Navigating Client Meetings in the Pre-Sales Landscape

As a pre-sales professional, part of my role is to assist our business development managers in selling our intelligent document processing and automation solutions to our diverse range of clients, both in the hardware and software sides of our business. This often requires me to be on the move, meeting clients who may be situated… Read More »How Many Cancellations Are Too Many: Navigating Client Meetings in the Pre-Sales Landscape

A Week of Achievement: Celebrating Success with RPA Projects and Tangible Returns

Last week, I shared an update on LinkedIn about the promising schedule I had for the upcoming week. The Automation Consultants have been achieving great results, and my calendar was fully booked with the following meetings: 7 new discovery meetings for 7 exciting automation projects. 2 productive RPA meetings that should lead to the creation… Read More »A Week of Achievement: Celebrating Success with RPA Projects and Tangible Returns

Revolutionising Order Processing: Harnessing AI to Convert Natural Language Emails into Structured Transactions

Our Head of Technology, Josh Powley, has being working on leveraging AI to convert unstructured data into structured data. He has recently made significant progress in addressing a challenge related to processing customer sales orders received as natural language emails. Typically, these orders pose difficulties for conventional intelligent document processing (IDP) tools, as comprehending and… Read More »Revolutionising Order Processing: Harnessing AI to Convert Natural Language Emails into Structured Transactions

Unveiling the Distinctions: Document Management vs. Information Management

I’ve been working on a LinkedIn post discussing the distinctions between document management and information management when I stumbled upon a helpful post by Ealla Copeland. She shared a quote that perfectly captures the essence of the topic. In document management, you typically file an invoice using metadata like: However, information management goes beyond that… Read More »Unveiling the Distinctions: Document Management vs. Information Management

The Power of Persistence: Mastering the Art of Finishing Tasks to Completion

I had an insightful moment today while folding laundry. As I worked my way through my son’s clothes, a thought occurred to me to wash his bed covering. I was tempted to abandon the folding midway through but thankfully, my logical side intervened. It reminded me of the importance of completing one task before moving… Read More »The Power of Persistence: Mastering the Art of Finishing Tasks to Completion

Hyper-Automation: Empowering Creativity and Elevating Customer Experience

Robb Wilson, founder and CEO of Onereach.ai a leading conversational AI platform, shared an intriguing perspective during his recent appearance on the SS&C Blue Prism podcast, Transform NOW. Hyper-automation is the idea of automating as much as you can as fast as you can to raise the bar on employee experience, to raise the bar… Read More »Hyper-Automation: Empowering Creativity and Elevating Customer Experience