Transform Your Business with Robotic Process Automation on the Pega Platform

Transform Your Business with Robotic Process Automation on the Pega Platform

Table of Contents

1. Introduction
   • What is Peggy's case management?
   • Importance of automation in manual processes
2. Peggy's Robotics and Automation
   • Leveraging robotics to automate tasks
   • Benefits of Peggy's robotic process automation
3. Overview of Peggy's Robot Manager
   • Customizable dashboard
   • Monitoring the health of robots
4. Robot Workgroups in Peggy's Case Management
   • Customer Service workgroup
   • Tedious tasks and their importance
5. Handling Requests with Peggy's RPA
   • Batch request system
   • Making changes using Pega's PA robots
   • Simulating data for demonstration
6. Running Work Queues with Peggy's RPA
   • Multiple work queues and assigning robots
   • Setting priority levels
7. Benefits of Using Peggy's RPA
   • Time-saving automation
   • Allowing employees to focus on customer-facing tasks
8. Conclusion

Introduction

In today's platform demonstration, we will explore Peggy's case management and how automation can significantly improve your daily manual processes. We understand the need for streamlining tasks that might be deemed tedious and redundant, allowing your employees to focus on more productive and customer-facing activities. Peggy Robotics offers robotic process automation (RPA) solutions, bringing efficiency and effectiveness to your organization.

Peggy's Robotics and Automation

Automation plays a crucial role in simplifying complex processes. With Peggy's case management, you can leverage robotics to automate various tasks that are of high importance but often time-consuming. By implementing Peggy's RPA, your organization can significantly enhance productivity by eliminating the need for manual intervention in critical backend operations.

Overview of Peggy's Robot Manager

Peggy's Robot Manager provides a comprehensive overview of your robotic workforce. With a customizable dashboard, you have access to key performance indicators (KPIs) related to cases and robot production. Additionally, you can monitor the health of your robots and identify any issues that may require attention. This allows for Prompt resolution, ensuring continuous workflow without disruptions.

Robot Workgroups in Peggy's Case Management

Within Peggy's case management, different workgroups cater to specific needs. For example, the customer service workgroup focuses on tasks that are crucial to providing optimal customer service. These tasks, such as phone number changes, email address updates, and address modifications, require meticulous attention to detail but should not Consume valuable employee time. Peggy's PA robots are perfectly suited to handle these important yet monotonous tasks, freeing up your customer service representatives to focus on higher-value activities.

Handling Requests with Peggy's RPA

Peggy's RPA utilizes a batch request system, simplifying the process of managing multiple changes. By importing an Excel file, you can extract various changes that need to be implemented. These can include address changes, email address updates, and phone number modifications. Peggy's PA robots search for the customer's account ID across both the Windows Banker Inside application and a web application. They then proceed to update the customer's information and save or submit the changes seamlessly.

Running Work Queues with Peggy's RPA

Work queues are efficiently managed by Peggy's RPA. Multiple work queues can be established, each with assigned robots. You can prioritize tasks based on urgency and importance. For example, prioritizing address changes over other modifications can be easily set up. Peggy's PA robots handle these work queues effortlessly, ensuring that tasks are completed in a Timely manner. With the ability to run multiple work queues simultaneously, your organization can streamline processes and maximize efficiency.

Benefits of Using Peggy's RPA

Implementing Peggy's RPA brings numerous benefits to your organization. By automating time-consuming tasks, you save valuable employee time and increase overall productivity. Moreover, employees can focus on more customer-facing and production-related tasks, leading to improved customer satisfaction and business growth. Peggy's RPA allows for optimized resource allocation, ensuring that your workforce is utilized efficiently.

Conclusion

Peggy's case management and robotic process automation offer a transformative solution for businesses seeking to streamline manual processes. By leveraging Peggy's robotics and automation capabilities, organizations can achieve higher productivity, decrease operational costs, and improve customer service. Embracing automation through Peggy's RPA allows your employees to concentrate on more Meaningful tasks, ultimately driving success and growth in your business.