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### Smartbridge focuses on simplifying business transformation. We apply thought leadership and innovation to bring our customer’s digital agenda to reality.

We partner with customers in their journey from vision to adoption, and across the plethora of technology options available today. Smartbridge’s comprehensive list of technology and software partnerships gives us the freedom to remain an objective collaborator with our customers. The suite of Smartbridge services includes [Digital Innovation](https://smartbridge.com/digitalinnovation/), [Systems Modernization](https://smartbridge.com/modernization/), [Applications Integration](https://smartbridge.com/appintegration/), [Data & Analytics](https://smartbridge.com/data/), [Robotic Process Automation](https://smartbridge.com/automation/) and [Custom Application Development](https://smartbridge.com/development).

  

An empathetic approach to understanding customer challenges is bred into the Smartbridge culture. It is evidenced by our ability to bring ideation to life for customers and ourselves. As thought leaders with a track record of successful project execution, Smartbridge is committed to fueling your innovation.

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**Troubled Deployment? Scaling to Meet Demand?**

  

A Smartbridge Health Check & Assessment will ensure you are properly set up to extract the most ROI from your bots. Assessments are ideal if your objective is to improve the productivity of current bots, scale across departments or functions, and/or establish a Center of Excellence (CoE) and support self-service solutions.

  

**What’s Covered**

  

In this assessment, we may provide cursory guidance as it relates to:

*   Delivery approach
*   Current state of governance
*   Workspace design
*   Apps approach
*   Development standards
*   Current product portfolio - licenses, capacity
*   Release management
*   Data preparation

Not all of these topics may be covered, and we encourage the call to be focused on where the help is needed most. We will provide recommendations on the call. If you are looking for a fuller assessment or roadmap towards your target state, that can be discussed on the call. More options are available for robust assessments.

  

**Your assessment deliverables may include:**

*   Current State Assessment Interviews
*   Current State Challenges
*   Tools Analysis, including any other RPA tools in place
*   Gaps & Pain Points with Current State
*   Processes & People with Current State
*   Future State Vision & Recommendations
*   Future State Technology & Architecture
*   Organization & People Recommendations
*   Process Recommendations
*   Opportunities for advanced analytics, including AI/ML, to solve vexing business problems

Audit & optimize your existing UiPath ecosystem. Uncover possible opportunities for further automation.

**Troubled Deployment? Scaling to Meet Demand?**

  

A Smartbridge Health Check & Assessment will ensure you are properly set up to extract the most ROI from your bots. Assessments are ideal if your objective is to improve the productivity of current bots, scale across departments or functions, and/or establish a Center of Excellence (CoE) and support self-service solutions.

  

**What’s Covered**

  

In this assessment, we may provide cursory guidance as it relates to:

*   Delivery approach
*   Current state of governance
*   Workspace design
*   Apps approach
*   Development standards
*   Current product portfolio - licenses, capacity
*   Release management
*   Data preparation

Not all of these topics may be covered, and we encourage the call to be focused on where the help is needed most. We will provide recommendations on the call. If you are looking for a fuller assessment or roadmap towards your target state, that can be discussed on the call. More options are available for robust assessments.

  

**Your assessment deliverables may include:**

*   Current State Assessment Interviews
*   Current State Challenges
*   Tools Analysis, including any other RPA tools in place
*   Gaps & Pain Points with Current State
*   Processes & People with Current State
*   Future State Vision & Recommendations
*   Future State Technology & Architecture
*   Organization & People Recommendations
*   Process Recommendations
*   Opportunities for advanced analytics, including AI/ML, to solve vexing business problems

_**Please Note**_ that Smartbridge will reach out to the email you provided during your quote request to arrange a brief discovery call prior to quoting your service.

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**Smartbridge provides advisory services, implementation and customizations to support your Salesforce RPA needs.**

  

One of the most efficient ways to maximize your Salesforce investment is to integrate Robotic Process Automation technology. Combining RPA and Salesforce can render both specific and cross-functional benefits within an organization’s departments. Through streamlining rule-based processes, this integration can have a major impact on critical customer-facing teams.

### Here are some practical examples we’ve seen first hand:

**SALES & CUSTOMER SERVICE**
----------------------------

*   **Automate Suspensions/Rejections:** Sales teams can be notified of suspension and rejection notices in an expedited manner, without any human interaction or manual triggers.
*   **Contract Management:** Important instances like contract or document expiration dates can be continuously monitored by RPA bots, and trigger notifications automatically. This can reduce opportunities lost through missed deadlines.
*   **Escalating Customer Issues:** Business rules can be put in place within your CRM system that escalate customer account issues, keeping key parties notified of important events within the customer life cycle.
*   **Chatbots:** Enhanced customer self-service can be achieved by integrating RPA AppExchange Packages and “Einstein Bots” in Salesforce. This results in work retention, faster resolution turnarounds and expedited case deflection.

**ADMINISTRATION**
------------------

*   **Data Entry:** Automatically import data from external applications into your Salesforce system, giving your employees time to accomplish more valuable tasks.
*   **Billing & Invoice Generation:** Through rule-based algorithms, invoices can automatically be processed and generated with RPA. Those invoices can then be sent from the Salesforce system, or from specific categories or departments.
*   **Exporting Reports from Salesforce:** Not every business user has access to the Salesforce platform, especially in larger organizations. Further, there are many cases where those types of users still need access to reports compiled there. With RPA, these reports can be exported, configured and distributed to external parties.

**IT/INFRASTRUCTURE**
---------------------

*   **Reduction in Maintenance Efforts:** Since RPA performs system tasks essentially free of mistakes, significant time is saved troubleshooting, finding and resolving system errors. IT and infrastructure teams can now spend more time assisting with innovative opportunities within Salesforce.
*   **Integrating Salesforce with Outside Applications:** RPA can seamlessly integrate Salesforce with API-less systems, when tools like Mulesoft or Dell Boomi aren’t the best fit. external sources, ensuring data doesn’t get skewed in the migration process.

Extend your CRM and Customer 360 Platform with automations that enhance your Salesforce apps

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**Smartbridge provides advisory services, implementation, and customizations to support your SAP ERP process automation needs.**

  

One of the most efficient ways to maximize your SAP investment is to integrate Robotic Process Automation technology. Combining RPA and ERP can render cross-functional benefits within an organization’s departments. Through streamlining rule-based processes, this integration can have a major impact on critical internal reconciliation teams.

  

### Here are some practical examples we’ve seen firsthand:

Finance and Supply Chain Functions
----------------------------------

*   **Automate Finance Reconciliation:** Bots will utilize the UiPath UI, API and Database Activities to perform the mundane finance transactions reconciliation across different functions and enable the users to only work on exceptions.
*   **Contract / Project funds monitoring:** Bots will utilize the UiPath Document Understanding, Excel, and SAP Activities Library to pull the data and monitor the contract or project budget against the booked costs/revenue and trigger notifications automatically. This can reduce overages in costs or missed revenue.
*   **AR Collection:** Bots will utilize the API Activities, Database and Excel activities to perform various business rules to perform credit analysis and send notifications to customers with pending payments using the Twilio UiPath Library. This will result in the timely collection of pending invoices and improve cash flow.
*   **AP Invoice Automation:** UiPath Document Understanding can be used to process vendor invoices received from various channels and automate the consumption, validation, and routing for required approvals. The Bots will use the SAP Activities, JSON activities, Excel to extract data and validate to look for approaching due dates and process invoices in a timely manner. This would result in reducing any penalties for late payments or taking advantage of pre-pay discounts if any.
*   **Inventory Replenishment:** UiPath Bots perform SAP Activities to read Sales orders and check for available inventory to notify the supply chain team using email and Twilio library to replenish the inventory and fulfill the sales orders. This increases customer satisfaction and has a positive impact on cash flow.
*   **Chatbots**: UiPath Druid Chatbots will enhance customer and vendor self-service by integrating UiPath AppExchange Packages and SAP data like Address Update, Order Lookup, Inventory Lookup, Invoice Status, etc. This results in reducing errors related to customer and vendor data, faster resolution turnarounds for your key partners, and relieves department users in dealing with mundane requests.

ADMINISTRATION
--------------

*   **Data Entry:**  Bots will utilize UiPath libraries to import data from external applications into your SAP system, giving your employees time to accomplish more valuable tasks.
*   **Billing & Invoice Generation:** Bots will utilize the SAP Libraries and perform through rule-based algorithms and generate invoices in your SAP system. Those invoices can then be sent out to the customer in a timely manner and increase cash flow.
*   **Exporting Reports from SAP:** Not every business user has access to your SAP platform, especially in larger organizations. With UiPath Bots, the required reports can be exported, configured and distributed to external/internal parties via email or shared location.

IT/INFRASTRUCTURE
-----------------

*   **Reduction in Maintenance Efforts:** UiPath Bots will be programmed to perform system tasks consistently and help with significant time savings for troubleshooting, finding, and resolving system errors. IT and infrastructure teams can now spend more time assisting with innovative opportunities within the SAP systems.
*   **Integrating SAP with Outside Applications:** UiPath Bots will seamlessly integrate your SAP system’s various applications using the UI and API libraries without the need for a separate middleware system.

Extend the reach of your SAP ERP core business system for finance, supply chain, admin & IT.

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**Smartbridge was founded in 2003 and has been delivering intelligent automation solutions as a UiPath partner for more than 5 years. Our consulting services focus on data & analytics, AI, modernization and innovation. Robotic Process Automation through UiPath extends and enhances core business systems so you can transform your legacy ecosystem into something more.**

  

Our UiPath professional services focus on:

  

Strategy
--------

Smartbridge uses our tried-and-tested strategy and assessment model to define your strategy for an automation deployment. Utilizing our RPA strategy methodology, we build a roadmap focused on your specific business outcomes tied to your overall organization’s strategy.

  

[Learn More &gt;](https://smartbridge.com/automation/services/rpa-strategy/)

Implementation
--------------

With an RPA implementation, Smartbridge enables organizations to operate more efficiently by streamlining repetitive, mundane tasks. This allows employees to focus on meaningful work and accomplish more strategic, creative tasks.  
In the wake of industry and technology disruption, RPA brings significant value and return on investment to [finance](https://smartbridge.com/automation/solutions/rpa-for-accounting-and-finance/), [supply chain](https://smartbridge.com/automation/solutions/rpa-for-supply-chain/), [operations](https://smartbridge.com/automation/solutions/rpa-for-operations/), [human resources](https://smartbridge.com/automation/solutions/rpa-for-human-resources/), [marketing](https://smartbridge.com/automation/solutions/rpa-for-sales-marketing/), [sales](https://smartbridge.com/automation/solutions/rpa-for-sales-marketing/), [customer services](https://smartbridge.com/automation/solutions/rpa-for-customer-service/), and [audit](https://smartbridge.com/automation/solutions/rpa-for-audit-and-compliance/).

  

[Learn More &gt;](https://smartbridge.com/automation/services/rpa-implementation/)

Center of Excellence
--------------------

Smartbridge’s automation specialists have extensive experience in building RPA Centers of Excellence for businesses to improve scalability, increase efficiency, and reduce costs. We help seed the CoE within the processes and practices being automated as well as assist in ramping up skills and employees through education. Smartbridge facilitates your organization with the following:

*   Selecting the right technology partner
*   Building the essential skills and capacity for automation
*   Establishing an effective governance and operating model
*   Implementing best practices
*   Tools and standards
*   Training, preparing, and scaling up

[Learn More &gt;](https://smartbridge.com/automation/services/rpa-center-of-excellence/)

Support & Maintenance
---------------------

Our RPA support and maintenance services can be tailored to meet your needs from ongoing admin support to enhancement services.

*   Operations Support
*   User Provisioning and Management
*   RPA Support and Maintenance
*   RPA Infrastructure

[Learn More &gt;](https://smartbridge.com/automation/services/support-and-maintenance/)

Strategic services to maximize your UiPath investment with a certified Professional Services partner.

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**Smartbridge provides advisory services, implementation, and customizations to support your Oracle JD Edwards EnterpriseOne ERP process automation needs.**

  

One of the most efficient ways to maximize your JDE investment is to integrate Robotic Process Automation technology. Combining RPA and your Enterprise Resource Planning solution can render cross-functional benefits within an organization’s departments. Through streamlining rule-based processes, this integration can have a major impact on critical internal reconciliation teams.

  

_**Smartbridge has been supporting JD Edwards environments for 20 years. Confidently explore ways to innovate on top of your legacy ERP with our extensive knowledge of EnterpriseOne.**_

  

### Here are some practical examples we’ve seen firsthand:

Finance and Supply Chain Functions
----------------------------------

*   **Automate Finance Reconciliation:** Bots will utilize the UiPath UI, API and Database Activities to perform the mundane finance transactions reconciliation across different functions and enable the users to only work on exceptions.
*   **Contract / Project funds monitoring:** Bots will utilize the UiPath Document Understanding, Excel, and JD Edwards Activities Library to pull the data and monitor the contract or project budget against the booked costs/revenue and trigger notifications automatically. This can reduce overages in costs or missed revenue.
*   **AR Collection:** Bots will utilize the API Activities, Database and Excel activities to perform various business rules to perform credit analysis and send notifications to customers with pending payments using the Twilio UiPath Library. This will result in the timely collection of pending invoices and improve cash flow.
*   **AP Invoice Automation:** UiPath Document Understanding can be used to process vendor invoices received from various channels and automate the consumption, validation, and routing for required approvals. The Bots will use the JDE Activities, JSON activities, Excel to extract data and validate to look for approaching due dates and process invoices in a timely manner. This would result in reducing any penalties for late payments or taking advantage of pre-pay discounts if any.
*   **Inventory Replenishment:** UiPath Bots perform JDE Activities to read Sales orders and check for available inventory to notify the supply chain team using email and Twilio library to replenish the inventory and fulfill the sales orders. This increases customer satisfaction and has a positive impact on cash flow.
*   **Chatbots**: UiPath Druid Chatbots will enhance customer and vendor self-service by integrating UiPath AppExchange Packages and JD Edwards data like Address Update, Order Lookup, Inventory Lookup, Invoice Status, etc. This results in reducing errors related to customer and vendor data, faster resolution turnarounds for your key partners, and relieves department users in dealing with mundane requests.

ADMINISTRATION
--------------

*   **Data Entry:**  Bots will utilize UiPath libraries to import data from external applications into your JDE system, giving your employees time to accomplish more valuable tasks.
*   **Billing & Invoice Generation:** Bots will utilize the JDE Libraries and perform through rule-based algorithms and generate invoices in your JDE system. Those invoices can then be sent out to the customer in a timely manner and increase cash flow.
*   **Exporting Reports from JD Edwards:** Not every business user has access to your JDE platform, especially in larger organizations. With UiPath Bots, the required reports can be exported, configured and distributed to external/internal parties via email or shared location.

IT/INFRASTRUCTURE
-----------------

*   **Reduction in Maintenance Efforts:** UiPath Bots will be programmed to perform system tasks consistently and help with significant time savings for troubleshooting, finding, and resolving system errors. IT and infrastructure teams can now spend more time assisting with innovative opportunities within the JDE systems.
*   **Integrating JD Edwards with Outside Applications:** UiPath Bots will seamlessly integrate your JDE system’s various applications using the UI and API libraries without the need for a separate middleware system.

Expand the reach of Oracle JD Edwards EnterpriseOne with a consultant that has worked with JDE for over 20 years.

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Smartbridge was founded in 2003 and has been delivering intelligent automation solutions as a UiPath partner to energy clients looking to thrive amid industry disruptions. 

  

In addition to data, AI, development and systems integration services, Smartbridge supports RPA program initiatives for IT and the business.

  

Smartbridge's consulting services for UiPath support energy companies in the areas of:

*   **Production Optimization**
*   **Environmental, Social & Governance**
*   **Electric Utilities Customer Service**
*   **Predictive Maintenance**
*   **Business Optimization**

[Explore our full energy industry experience &gt;](https://smartbridge.com/industry/energy/)

  

  

  

Our Professional Services for UiPath in the Energy industry focus on:

*   **Strategy** ([learn more](https://smartbridge.com/automation/services/rpa-strategy/))
*   **Implementation** ([learn more](https://smartbridge.com/automation/services/rpa-implementation/))
*   **Center of Excellence** [(learn more)](https://smartbridge.com/automation/services/rpa-center-of-excellence/)
*   **Support & Maintenance** ([learn more](https://smartbridge.com/automation/services/support-and-maintenance/))

Build automations that eliminate deficiencies to overcome new obstacles and satisfy consumer demands in the energy domain.

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**Advisory services, implementation, and customizations to support your Workday process automation needs.** 

  

Enhance efficiency, accuracy, and productivity within Workday with RPA, freeing up HR professionals to focus on more strategic initiatives and delivering an improved employee experience.

  

Here are some practical use cases we recommend:

  

**HUMAN CAPITAL MANAGEMENT PROCESSES**

  

**Employee Onboarding and Offboarding:**

*   Automate the generation and sending of welcome emails using email automation tools or APIs.
*   Integrate background check and document verification services with Workday for seamless automation.
*   Implement task management systems to automatically assign onboarding tasks and training modules to new hires.
*   Streamline user access provisioning and de-provisioning within Workday by automating the creation and removal of user accounts and permissions.
*   RPA can validate and process access requests, enforce access policies and roles, and update user access rights based on predefined workflows or rules.
*   Ensure consistent and timely user access management, reducing manual errors and improving security and compliance.

**Time and Attendance Tracking:**

*   Integrate time clock systems or biometric devices with Workday to automate the collection and synchronization of attendance data.
*   Utilize Workday APIs to automate the updating of attendance records based on the collected data.
*   Implement real-time notifications or alerts for attendance anomalies or discrepancies.

**Payroll Processing:**

*   Use RPA tools to automatically retrieve and validate employee salary, bonus, and deduction data from various systems.
*   Configure bots to perform calculations and generate payroll reports directly in Workday.
*   Implement RPA to distribute pay slips to employees via email or self-service portals.

**Employee Administration:**

*   Using rule-based processes, automate the enrollment and termination of employee benefits.
*   Integrate benefit provider systems with Workday to automate the verification and validation of benefit-related documentation.
*   Automate the generated performance review documents and reports based on the collected data.
*   Implement real-time leave balance calculation and updates in Workday. RPA bots can assist in the management of employee leaves and absences by automating tasks such as leave request processing, leave balance calculations, and calendar updates.
*   Monitor employee leave requests, validate leave eligibility based on policies and rules, and update leave balances in Workday.
*   Generate notifications to managers or employees for leave approvals or denials and automate the adjustment of work schedules or calendar entries.

**Talent Acquisition and Recruitment:**

*   Integrate Workday with job posting platforms and applicant tracking systems to automate the posting of job openings and the collection of applicant data.
*   Automate the coordination of interview schedules.
*   Automate the collection and storage of onboarding documentation.

**Learning and Development:**

*   Automate the synchronization of training courses and enrollment data between external learning management systems and Workday Learning.
*   Automate the tracking of employee training progress and completion.

**Employee Self-Service Automation:**

*   Enhance the employee self-service experience by automating common tasks and inquiries within Workday's self-service portal.
*   Bots can assist employees in updating personal information, viewing pay stubs, accessing HR policies, or submitting requests, reducing the need for manual HR intervention.
*   Provide quick and accurate responses to employee queries by extracting relevant information from Workday and other integrated systems.

**INTEGRATION & ADMINISTRATION**

  

**Employee Data Updates:**

*   Automatically extract employee data from external systems or spreadsheets and update corresponding fields in Workday, ensuring accurate and up-to-date employee records.
*   Validate and correct data inconsistencies or errors within Workday, such as missing information or formatting discrepancies, ensuring data integrity.
*   Automate the process of reconciling and synchronizing employee data between Workday and other HR systems, eliminating the need for manual data entry and reducing errors.

**Data Imports and Exports:**

*   RPA bots can handle the bulk import or export of data between Workday and external systems, such as payroll or time tracking systems, streamlining the data transfer process.
*   Extract data from predefined templates or formats, map the data to the appropriate Workday fields, and automate the data upload or export process.
*   Schedule and automate recurring data imports or exports, ensuring data consistency and reducing manual effort.

**Report Generation and Distribution:**

*   Generate and distribute reports within Workday, eliminating the need for manual report creation and distribution.
*   Pull data from Workday, perform calculations or aggregations, and generate customized reports based on predefined templates or user specifications.
*   Automate the distribution of reports to stakeholders.

Extend the reach of your Workday core business system for finance, supply chain, IT and admin.

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**Monitor and manage your robotic process automation bots and the underlying UiPath platform to maintain a stable system environment and address any technical issues as they arise.**

  

If you're a UiPath customer, you're likely using the RPA platform as a prominent automation tool in your digital transformation journey. Any reason why your bots aren’t running at optimal performance could have a detrimental impact to the success of your journey.

  

Smartbridge’s 20 years of experience in managed services for core business systems is the expertise you need to maintain a healthy environment, regardless of whether or not Smartbridge developed and deployed the bots.

  

Maintenance and Support services provided through a Smartbridge Managed Services contract consist of a scope of work, deliverables and staffing that fits your unique needs.

  

**A sampling of the scope of work includes:**

*   Monitor and manage bots currently deployed in production and planned upcoming deployments that perform critical business functions. Proactively to maintain their uninterrupted operation.
*   Troubleshooting and resolving incidents
*   User management related to automated processes
*   Automation support reporting
*   Minor code changes to fix production issues
*   Bot deployment to production
*   Provide knowledge transfer to internal teams

Smartbridge will provide managed services support during standard coverage windows as agreed upon. The service windows (day of week and time of day) will be defined for coverage types of Emergency/Critical Support, Normal Support, Scheduled Activities, and Overnight Monitoring.

  

Staffing can be comprised of a mix of onshore and offshore support, with team leads and a US-based account manager.

  

Request a meeting to customize your specific managed services needs!

Monitor and manage your robotic process automation bots and the underlying UiPath platform to maintain a stable system environment and address any technical issues as they arise.

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Smartbridge was founded in 2003 and has been delivering intelligent automation solutions as a UiPath partner to life sciences & medical device clients looking to thrive amid industry disruptions.

  

In addition to data, AI, development and systems integration services, Smartbridge supports RPA program initiatives for IT and the business.

  

Smartbridge's consulting services for UiPath support life sciences companies in the areas of:

*   **Intelligent Sales**
*   **Marketing Alignment with Sales**
*   **Patient & Provider Management**
*   **Product Development**
*   **Customer Service**

[Explore our full Life Sciences industry experience &gt;](https://smartbridge.com/industry/medical-device-life-sciences/)

  

Our Professional Services for UiPath in the Life Sciences industry focus on:

*   **Strategy** ([learn more](https://smartbridge.com/automation/services/rpa-strategy/))
*   **Implementation** ([learn more](https://smartbridge.com/automation/services/rpa-implementation/))
*   **Center of Excellence** [(learn more)](https://smartbridge.com/automation/services/rpa-center-of-excellence/)
*   **Support & Maintenance** ([learn more](https://smartbridge.com/automation/services/support-and-maintenance/))

Build automations that improve patient and provider management for life sciences and medical device companies.

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