AA Use Cases

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Automation Use Cases for: Finance, Accounting, Healthcare Services, Human Resources, Network & IT Automation

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Chances are you’re already benefiting from Automation Anywhere; you just don’t know it yet. If you’ve used a navigation system without knowing the careful choreography of data that makes it work, you’ve benefited from our software. If you’ve driven a car without knowing how thousands of parts came together at the right mo-ment, talked with your doctor about the results of a blood test days after your blood was drawn, enjoyed a meal on a plane, been reimbursed for a medical claim or used a product shipped from a distant Asian port, you’ve benefited from Automation Anywhere.

In this guideA pioneer of automation software, Automation Anywhere has been driving the adoption of automation technol-ogy across 90 countries and more than 25,000 customers since its founding in 2003. Over that eleven-year span, we’ve automated just about everything that can be automated. This guide provides a small but important sample of the use cases we’ve successfully tackled including Finance and Accounting, Healthcare Services, Human Resource Automation and Network & IT Process Automation.

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Finance & Accounting

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Quote-to-Cash Snapshot

Procure-to-Pay Snapshot

DSO Snapshot

Payroll Automation Use Case Integration Use Case

MRP Use Case

Other notable use cases 9

Healthcare Services

P&C Claims Snapshot 10

BI, Data Integration 11

Billing Data Transfer 11

Claims Processing 12

Eligibility Verification 12

Mass Data Management 13


Human Resources

Application Automation 15

Print Management 15


Network & IT Automation

Notable use cases 16-20

Use case guide directory


Multi-leverage coverage for Finance & Accounting includes Quote-to-Cash, Procure-to-Pay, Value Acceleration (DSO & Audit), Insurance Claims, and Analytics and Intelligence.

Quote-to-Cash (Q2C)Automation Anywhere helps organizations automate and improve efficiency across all four stages of the Q2C process, leading to shorter cycle times, lower DSO, and improved cash flow.

Ideal Q2C automation candidates include:

• Customer Master Data & Credit Management• Sales order creation & distribution• Collections• Analytics & Reporting

Some of the customers that use Automation Anywhere for Q2C include:

Holcim, Hess Corporation, Molex, and Bechtel.


SUCCESS STORY

A large Infrastructure development

company automated their unique and

complex AR process by picking line-item

data from vendor invoices and auto-

generating sales orders based on the

invoices. This followed an automated

extraction of checks through OCR and

automated reconciliation in their ERP and

Accounting systems.


By automating multiple stages of the AP cycle, Automation Anwhere has helped multiple companies streamline their purchasing process and significantly reduce cycle times by eliminating manual processes.

Ideal P2P automation candidates include:

• Requisitioning & Requisition Approval• Purchase Order Issuance and Invoice Receipt• Invoice Matching• Reporting

Some of the customers that use Automation Anywhere for P2P include:

Home Depot, Kohler, Armstrong, Suncor, Whirlpool, and Boston Scientific.

Procure-to-Pay (P2P)

SUCCESS STORY

Automation Anywhere helped the world’s

second largest hardware store chain achieve

an ROI of 800% in 6 months by automating

selected AP process stages including data

colletion from thousands of emails and FTPs

through entry into ERP.



Automation Anywhere helps customers reduce DSO by automating critical reporting and analysis.

By mimicking human intelligence, Automation Anywhere is able to automate the well defined business rules that bound the DSO reporting process, freeing AR teams to identify and act on unrealized revenue.

Some of the customers that use Automation Anywhere for DSO automation include:

Kuehne+Nagel, ABB, Ericsson, Femsa, and Schneider Electric.

Days Sales Outstanding (DSO)

SUCCESS STORY

One of the world’s largest logistics

companies reduced DSO with Automation

Anyhwhere by automating the intergration

between ERP and their accounting system

to eliminate errors and shorten the bill-

ing-to-shipping cycle. By automating much

of their reporting, Automation Anywhere

created a clearer picture of their true

account balances helping them tighten

credit limits when customers began to

show significanlty aged or excessive

payables balances.



Challenge

Make the processes for handling returned mail and updating customer payment profiles more efficient and less costly for the Credit Operations Group.

Solution

Automation Anywhere orchestrated seamless interac-tion with RCI’s CRM product and a variety of platforms that underlay it to keep the customer database up-to-date.

Benefit

Automation Anywhere has streamlined the processes to the point of saving $235K per year in operational ex-penses and improved the quality of the customer data-base for billing and value-added customer services.

Challenge

Make the importing of sales orders into ERP for pro-cessing more efficient and accurate, and eliminate manual order validation and nightly processing.

Solution

Using Automation Anywhere, Travelpro was able to accurately automate the daily task of importing website and email orders into the order processing system, and the nightly task of processing the information.

Benefit

Automation Anywhere has freed up customer service personnel from routine order import duties and elimi-nated the need for hiring extra personnel to handle the nightly process.

Payroll Automation Rogers Communication (RCI)

Integration Travelpro



Challenge

Automatically run day-end processes—including up-dating nightly reports—in an MRP system, and free up employee evenings.

Solution

Working nightly at a scheduled time, Automation Any-where made it possible to log into the ERP and MRP systems to kick-start the processes for updating the company’s General Ledger.

Benefit

Automation Anywhere has freed up the evenings for IT and Accounting personnel, and saves the company about $14,000 in work hours per year.

MRP Automation Kalmar RT Center



Various

Automated data entry from Excel to any financial application.

Kuehne + Nagel

Automated order entry of unstructured data extracted from an emailed PDF into any financial application.

BBVA Compass Bank & others

Automated account creation including application verification, credit check, IP check, and SDN check through to the uploading of the approved application into core banking applications like ALNOVA.

Barclays

Automated fraud detection

Home Depot

Extracted unstructured data from PDFs sent from more than 100 vendors and transferred seamlessly into SAP.

Other Use Cases Various Organizations



P & C Claims Automation Anywhere’s application-agnostic nature has made it easy for many of the world’s largest insurers to auto-mate antiquated legacy claims processing systems and dramatically reduce claims processing times and costs.

Ideal ways automation can affect processes related to P&C Claims include:

• Receiving claim data from core systems• Making decisions based on defined business rules• Updating core systems based on claims disposition• Repeating the cycle until all issues are resolved• Providing complete, automated documentation and reporting on all activities

Healthcare Services Automation

SUCCESS STORY

A large midwestern insurance company

partnered with Automation Anywhere to

automate their claims processes with

the objective of reducing HR and

administrative costs. Using Automation

Anywhere, the company was able to handle

the tasks currently performed manually by

their claims examiners and auditors, but

hundreds of times faster. The system

replicated the observations, decisions, and

actions of claims examiners to automate

claims activities, nearly eliminating the

need for any manual intervention in

claims processing.

Navigator

SalesForce

Core applications Integrated Data Balancing Unit and Distributor

AA Engine

MultiTasked

Correlation

Automation AnywhereControl Center

FiservCore


Challenge

Reduce human error arising from manual, repetitive, and time consuming parameter set-up by biostatisticians.

Solution

Automation Anywhere’s experts provided an end-to-end solution, setting up parameters to automate Siemens’ entire analysis process. Using the Visualizer and other tools in Automation Anywhere, Siemens’ biostatisticians are able to gather data, generate reports automatically, and transfer them to Excel for analysis.

Benefit

Siemens Healthcare was able to leverage Automation Anywhere to use their QPCR instruments and MxPro analysis software to the fullest, allowing for more accurate cost, time, and resource-effective genetic analysis. This allows Siemens to continue to adhere to the high standards of the genetic analysis industry more efficiently.

Challenge

Import patient demographic files from multiple systems at hospitals and map them to databases at MedAmerica for billing purposes.

Solution

Automation Anywhere provided reliable automated front-end processes for importing, unzipping, decrypt-ing, and printing encrypted data for hospital-based practice management.

Benefit

By taking over tasks previously performed interactively, Automation Anywhere has freed up personnel and workstations for more mission-critical tasks.

BI, Data Integration & Reporting Siemens Healthcare

Billing Data Transfer MedAmerica, Inc.

Healthcare & Services Automation


Challenge

File approximately 50 dental insurance claims daily using patient data from AxiUm clinic management software.

Solution

Automation Anywhere was able to batch all claims daily at 6:00 p.m. and send them to Emdeon for processing with insurance payers.

Benefit

Automation has helped the dental college accomplish in a matter of minutes what used to take about an hour to do manually, allowing them to efficiently keep up-to-date with claims filing.

Challenge

Automate a complex, time-consuming verification

process that utilized a legacy application, a document management system, and a host of other process requirements.

Solution

Automation Anywhere experts designed a non- invasive automation process utilizing the front-end of both applications and provided a system for agents to complete all verification requirements with the press of a single hotkey.

Benefit

Automation Anywhere bridged the communication gap between two very different applications. Non-invasive integration allowed for reduced costs and risks, faster turnaround of the verification process, and fewer human errors.

Claims Processing Meharry Medical College School of Dentistry

Eligibility VerificationSan Diego County Health and Human Services



Challenge

Accurately transfer 30 years of patient data – including demographic history and billing information - from an

old Unix-based system to e-MDs, an EMR system.

Solution

Working simultaneously with the 64,000 records split across five Excel spreadsheets, Automation Anywhere was able to accomplish the transfer in just 24 hours.

Benefit

Automation Anywhere saved the medical center about $6,000 in custom software costs and over

2,100 hours of manual labor.

Mass Data Management Family Medical Center of Hart County Kentucky



Various

Automate patient insurance claim eligibility and status lookup to 3rd party websites.

Health Care Services Corporation

Automated physician profile updates across a variety of provider databases.

Various US government agencies

Automated collection, sorting, and transfer of routine federal employee health check data from 3rd party systems to federal government employee databases.

Wellpoint (Anthem)

Automated Wellpoint’s three primary claim processing channels including mainframe, Microsoft Windows-based (Facets), and their web-based channel.

Other Use Cases Various Organizations



Challenge

Automate a wide variety of PeopleSoft HRMS business & IT processes. Managing the human resources requirement for an organization as large as Macy’s required enterprise-class reliability, along with rapid development and deployment, to quickly adapt to their growing business.

Solution

Automation Anywhere offered a cost and time- effective solution to help schedule set-up routines and then tailor the tasks as required.

Benefit

By automating many tasks within the workforce, compensation, positions, and benefits modules of PeopleSoft’s HRMS, Macy’s saved countless hours, increased efficiencies, and reduced errors and overtime.

Challenge

Automate overnight printing of correspondence with 30,000 candidates—as many as 30 to 40,000 letters per night—including fail-over to backup printers, with utmost reliability and without human intervention.

Solution

Automation Anywhere’s experts helped the IT staff set up a fault-free, end-to-end solution to replace automation software that was plagued with errors.

Benefit

Automation Anywhere immediately began saving the National Bureau for Professional Teaching Standards up to $10,000 per week in downtime, troubleshooting, and quality control.

Application Automation Macy’s

Print Management Independent national teacher certification agency

Human Resource Automation


T-Systems

Automated onboarding and movement of employees and assets across a variety of applications including finance, security, and active directory.

Mazda North American Operations

Automated appraisal-updating process on the Taleo performance management system.

Holcim

Automation of on-boarding and exit process with SAP HCM

Other HR Use Cases Various Organizations

Human Resource Automation


Active Directory

Automate user and group management tasks including active directory unlock account.

File System

Automate file and folder management, including archiving, monitoring, and comparing files.

FTP

Automate FTP server file tasks including adding, removing, and renaming files, and monitoring servers, including event log monitoring.

Application

Verify process running, resource consumption, and unauthorized software.

Microsoft IIS

Recycle application pools, monitor websites, and create virtual directories, including service restart.

Security & Compliance

Audit changes to security policies, failed logons, and admin accounts.

Energy Management

Automate network (Cisco) energy management configuration tasks.

Network & IT Use Cases Various Organizations



Notification & Escalation

Automate escalation and notification procedures to remote users.

VMware vSphere Integration

Automate VMware tasks, VM provisioning, snapshots, cloning, configuring, and resolving VMware incidents.

Backup and Restoration

Analyze backup status and perform appropriate actions as necessary.

Disaster Recovery

Continuously scan storage, databases, servers, clusters, and replication configurations for any anomalies.

Incident Management

Automate problem resolution steps including ‘get’ CPU activity, restart service, ping, query registry, and restart application pools.

Data Movement

Transfer data automatically between databases and applications presentation layers, database connects & SQL, or a combination of both.




Change Management

Archive the newest versions using incremental version numbering and, save the entire stream of changes.

Configuration Management

Discover network devices, servers, operating systems, applications, databases and middleware running in an infrastructure, as well as inventorying configuration settings and mapping discovered components to dependent IT services for change impact analysis.

Provisioning

Automate network provisions, server provisions, user provisions, and internet access provisions.

Routine Maintenance

Automatic maintenance of networks, FTPs, databases, and servers.

Application Integration Tools

Eliminate integration tools altogether, or automate existing tools that integrate multiple software systems.

Data Access and Transformation

Access data from multiple applications and systems, and transform the data to get relevant information for report generation.




ODBC/OLE Database Queries & Transactions

Automatically maintain databases of users and systems by running queries and procedures.

Automated Report Generation and Distribution

Create reports from any system or platform and automatically distribute them to relevant parties.

Batch Processing

Transform a human-based end user process into an overnight batch transaction.

Event Log Monitoring and Automated Problem Resolution

Automatically raise tickets in Remedy.

System Monitoring and Automated Problem Resolution

Take advantage of a broad variety of services including polling, apps polling, and system status events.




If you don’t see the process you need to automate in this guide, don’t worry; chances are we’ve already automated it.

To learn more, visit us at www.automationanywhere.com, or give us a call at 888-484-3535. (international customers, please call 1-408-834-7676).

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www.automationanywhere.com/products/enterprise

AUTOMATION ANYWHERE ERP

Automate common ERP process with Automation Anywhere. A quick ROI, great support, and a product built for re-liability and ease of use, makes Automa-tion Anywhere the product of choice for Fortune 500 companies,

www.automationanywhere.com/ERP

AUTOMATION ANYWHERE CUMULUS

If you’re looking for a way to make automation accessible to employees in each department of your company, Automation Anywhere Cumulus is the right starting point for you.

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AA Use Cases