Certain repetitive tasks without much added value quickly become annoying because they pollute your days.
Thanks to its intuitive ergonomics, you can easily automate them with NEOFI Link; your mission is simply to monitor the smooth running of each process. This is called RPA (Robotic Process Automation). Result: You are more productive and more peaceful on a daily basis: your tasks are carried out more quickly, with a reduced risk of error.
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In any company, the tendency is to assign increasingly important functions to each profession: contribution to decision-making, strategy, analysis and financial optimization. And yet these responsibilities require carrying out a large number of basic and repetitive actions which do not require special thought but which are time-consuming.
Let's take the example of a treasurer: cash management, payments, forecasts, processing of account statements, cash positioning and fraud detection are all processes that can be facilitated or even entirely carried out thanks to RPA or RDA .
In this case, the robot is an assistant to the user while respecting business logic.
The robot carries out the tasks for the user (read the content of an application window, locate the fields containing useful data, copy them to another window, launch a transaction) then interrupts its process to ask the user to make a decision that can only be made with experience.
Once the option is chosen by the user, the automatic process resumes. An RDA project is very quick to implement because the automation takes place at the workstation level and not on application data; the return on investment is quite short (only a few months for a solution which provides affected users with a gain of around 20%) and beneficial in the long term.
In this case, the robot intervenes directly at the server level, without interaction with humans.
It automatically performs all tasks (extract files, check data, create new data, convert them according to the requirements of each information system application, etc.). It is important that these tasks are controlled by another robot to check that they are running smoothly and alert a user in the event of a problem;
the latter can then take control again to understand the cause and restart the process after resolution. RPA projects are longer than RDA projects because they act on application data, which requires preparation work, programming and extensive testing phases before going into production.
RDA (Robotic Desktop Automation or monitored automation)
In this case, the robot is an assistant to the user in compliance with business logic.
The robot carries out the tasks for the user (read the content of an application window, locate the fields containing useful data, copy them to another window, launch a transaction) then interrupts its process to ask the user to make a decision which can only be made after a period of reflection and experience. Once the option is chosen by the user, the automatic process resumes.
An RDA project is very quick to implement because the automation takes place at the workstation level and not on application data; the return on investment is quite short (only a few months for a solution which provides affected users with a gain of around 20%) and beneficial in the long term.
RPA (Robotic Process Automation or unsupervised automation)
In this case, the robot intervenes directly at the server level, without interaction with humans. It automatically performs all tasks (extract files, check data, create new data, convert them according to the requirements of each information system application, etc.). This is what NEOFI Link does.
It is important that these tasks are controlled by another robot (NEOFI Exchange Hub) to check that they are running smoothly and alert a user in the event of a problem; the latter can then take control again to understand the cause and restart the process after resolution.
RPA projects are longer than RDA projects because they act on application data, which requires preparation work, programming and extensive testing phases before going into production.
At NEOFI, RPA is based on NEOFI Link which makes it possible to transform any human action into automated processing, freeing itself from all the constraints linked to the heterogeneous demands of multi-application processing.
It can thus support various types of simple actions: sending e-mail, scanning documents, re-entry, copy and paste, retrieving data from a file, creating reports, etc.
Companies have always strived to centralize, share and optimize their processes in order to reduce costs and rationalize their organization.
RPA uses the same logic: each process executes the actions defined in the rules that you have configured, to process your tasks more quickly and more efficiently. Improvements linked to process automation are quickly visible: limited manual intervention, information available in real time, visibility of cash flows, more reliable assessment of financial risk.
With NEOFI, you do not need to modify the infrastructure of your information system to integrate our RPA, even if your data sources are fragmented.
Indeed, NEOFI Link connects to all your applications regardless of the connection mode (SFTP, FTPS, API, Sharepoint, etc.), recovers the data they contain, controls them, reprocesses them and transmits them to applications - target. On the single screen of NEOFI Exchange Hub, you supervise all your flows and monitor the status of each stage of their processing and identify late, active or completed processes at a glance.
Who does what, when, how and why?
With NEOFI you have the answers in real time. Keep and manage history, filter your feeds on the fly and analyze your data using the NEOFI Analytics reporting tool which will help you make the best decisions. Automated processes are easily auditable because they keep track of each action performed.
