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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

Transforming Sales Strategy: The Power of Narrative Storytelling

Lately, the topic of ‘storytelling’ has gained significant traction across professional platforms such as LinkedIn and other social media networks, particularly in regard to its role in the sales process. A noteworthy perspective on this subject has been shared by Jon Brosio in his LinkedIn post. Brosio lays out an effective narrative framework for storytelling,… Read More »Transforming Sales Strategy: The Power of Narrative Storytelling

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

Unveiling the Buzzword Bingo Phenomenon: Navigating the World of Tech Jargon

During a recent discovery call, I had an encounter with an individual who not only inundated the conversation with buzzwords but also mentioned the notorious game of buzzword bingo! I checked off the following buzzwords: • RPA (Robotic Process Automation) • Power Apps • Power Query • ‘Surface data’ • Logic App • AI (Artificial… Read More »Unveiling the Buzzword Bingo Phenomenon: Navigating the World of Tech Jargon