Tangentia | WorkFusion

What is WorkFusion?

The rapid rise of AI and automation, along with the changing roles of people in the workforce, have created both complexity and opportunity for individuals, businesses and entire countries. Workfusion’s purpose is to reduce this complexity and help their customers exploit the opportunity through products that pair people with intelligent software robots.

WorkFusion enables enterprises to automate high-volume, manually intensive business processes through a combination of robotic process automation (RPA) and cognitive automation, powered by machine learning.

WorkFusion is headquartered on Wall Street in New York City with teams throughout North America, Europe, and Asia.

Features of WorkFusion
  • Real-time Learning Bots: With AI and ML at its core, WorkFusion SPA can handle all sorts of data and learn in real time so you can automate any process with accuracy, confidence and speed.
  • AI-native Unified Platform: Satisfy all your automation needs in a single, unified platform with RPA, OCR, workflow, analytics, ML and governance so you don’t have to buy, maintain or stitch together disparate systems.
  • Enterprise Grade:WorkFusion products are smart, scalable and secure so you can start your automation journey small and scale big, or start big and scale to the moon, all on one amazing platform.
  • Smart Analytics: Get direct, deep insights from your bots, people and process so you can predict and optimize costs, quality, capacity and productivity.
Why WorkFusion?
  • Increase productivity while saving time and costs
  • Scale your business without adding headcount
  • Improve quality of work with fewer errors
  • Free up time for more meaningful work
  • Be more productive and efficient
  • Provide more value to your company
How can Tangentia and WorkFusion help you?

Tangentia and Workfusion to help organizations leverage Robotic Process Automation to Drive Digital Transformation along with Cognitive Capabilities to solve the challenging problem in unstructured data while improving its skills and performance.

Tangentia offers the following services using WorkFusion:

  • Helping you with build Center of Excellence (COE)
  • Rent, lease or buy bots from our Bot Repository
  • Software Reselling and provide you with Professional Services
  • Provide Bot maintenance, monitoring, support and enhancement straight from our Bot Operations Center
  • Training on how to leverage RPA for your industry sector
  • Staffing solution to augment your RPA project teams
What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive tasks in order to free up employees to perform higher value work

How RPA Works?

RPA bots replicate the actions of humans interacting with application user interfaces without making changes to existing interfaces, reducing the errors associated thereby increasing the efficiency to execute high volume work.

Software Robots are similar to physical robots
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Physical Robots Software Robots
Perform repetitive physical tasks

  • Pick eight chocolates from the assembly line
  • Assemble a finished box of chocolates
Perform repetitive software tasks

  • Log in to four different systems
    Navigate legacy screens to retrieve data
  • Use data to open a new account in the system of record
Benefits of RPA
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Accelerate time to value Reduce human error Increase throughput Decrease development costs
Create, test and deliver new automation in days or weeks Eliminate copy/paste mistakes introduced by swivel chair integration Fulfill automated tasks in seconds or minutes, round the clock Develop automation quickly with simple record/playback functions
Industries where RPA fits best
Insurance Banking HR / Payroll F&A
  • Claims Processing and Administration
  • Report Automation
  • Updating User Info
  • Prioritize and Assign Claims
  • Adjudication Process
  • Audit Management
  • Enrolment & Eligibility
  • Data Integration Billing
  • Medicare Billing & Compliance
  • Data Transfer claims
  • Processing Eligibility
  • Verification Mass Data
  • P&C Claims
  • Provider Updates
  • Insurance Coverage & Policies
  • Reconciliation
  • New Premium Processes
  • Verification / Auditing Process
  • Bank Reconciliation
  • Compliance Processing
  • Customer Account Management
  • New Application Processing – Bank / Credit Cards
  • Data Migration Between apps
  • Audit Trail
  • Statement and Reporting
  • Loan Processing
  • Payment Cancellation
  • Credit Decision
  • Maintaining Master Data
  • Offer Letter Processing
  • Onboarding and Exit
  • Appraisal-updating process / Change Payroll Status
  • Position Management
  • Reporting Line Change
  • Superannuation
  • Payment Summaries
  • Employment Type Updates
  • Service Desk Reports
  • Distribution
  • Leave Amendments
  • Order to Cash / AR
  • Credit Analysis and Processing
  • Sales Order Processing
  • Customer Master Data Management
  • Order Entry
  • Reports by segments (performance, geography, Inventory network Integration)
  • Procure to Pay /AP
  • 3 Way Match
  • Purchase Order issuance and Invoice Receipt
  • Vendor Master
  • Payment Process
  • Duplicate Payment Tracking
F & A Supply Chain Network & IT F & A
  • Financial Claim processing
  • Financial Planning & Analysis
  • Record to Report
  • Tax Services
  • Financial Claim processing
  • Financial Planning & Analysis
  • Tax Service
  • Order Prioritization
  • Master data
  • Invoice verification
  • Receipt confirmation
  • Scheduling processes
  • Reporting
  • Production Information capture
  • Inbound processing
  • Inventory management processes
  • Pricing management
  • Billing
  • Freight costing
  • Active Directory
  • File Systems
  • FTP Management
  • Automated Installations
  • Server / Application Monitoring and Alert Management
  • Service Desk Management
  • Notification & Escalation
  • VMware Integration
  • Data Movement
  • Provisioning
  • Config Management
  • Routine Maintenance
  • Record to Report
  • Monthly close process
  • Financial Consolidations
  • Financial Statements
  • General Ledger functions
  • Journal entry processing
  • Inter-company accounting and account reconciliations
  • Fixed assets and project
  • Cost and Inventory accounting
How do we select the best candidate for RPA?
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High Volume Repetitive Tasks Manual Data Entry
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Multiple Legacy Systems Logic & Rules Based Processes High FTE Required
Our Robotic Process Automation (RPA) Journey?

Tangentia RPA PoC Journey

Prepare & Engage Select, Analyze & Build Build & Test Demo, Document & Plan
Key Activities
  • Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC.
  • Engage process owners via discovery workshop to confirm scope of PoC  (assuming prior engagement to this point)
  • Prepare base infrastructure to host the RPA application.
  • Install the RPA tool in single environment.
  • Set up system access and credentials
  • Select and confirm 1 process for PoC.
  • Conduct workshop for documenting current state process via existing documentation and job shadowing.
  • Meet with process owners or stakeholders to explain what will be done in the PoC
  • Confirm the objectives of the PoC and “success” criteria
  • Build PoC
  • Continue Building PoC
  • Test PoC with test data
  • Record a “before and after” to communicate the concept to larger audience.
  • Demo the PoC to stakeholders
  • Document key learnings, point of view on key questions and next steps
  • Document Requirements to move RPA bots into other environment
  • RPA tool installed in your environment
  • Document containing the list of RPA processes for PoC
  • Selected process/ Processes
  • Confirmed objectives and success criteria
  • Process definition document
  • Working proof of concept
  • Workshop demo of PoC
  • Walkthrough of how RPA solution has worked and interacted with other applications
  • Document of key learnings
Tangentia RPA PoC to Pilot Journey
  Planning & Setup 4 Weekly Sprints Test & UAT Go Live Post Go Live
Key Activities
  • Preparing the test environment
  • Preparing the production environment
  • Migrate the PoC to test environment and testing
  • Identifying 5 additional processes to be automated for Pilot phase and define priority of each.
  • Adopting Agile Methodology to deliver each process in weekly.
  • Gather Requirement of each process weekly.
  • Build Bots in Dev.
  • Migrating Bots from Dev to Test.
  • Document Test Cases
  • Define the Cut-off time and as-is processes defined for Pilot
  • Migrate the bots to production.
  • Monitor Bots for performance and effectiveness.
  • Troubleshooting and maintenance.
  • Training of Bot Administrator
  • Post Go Live Support such as maintenance and operations
  • Lessons Learned documentation
  • Discuss CoE and Enterprise Scale-up
  • Test environment ready
  • Production environment ready
  • Additional processes PDD
  • Test cases results of
  • Weekly Bots for each process.
  • Bots on Dev and Test environment.
  • Test Case document
  • User Acceptance and Signoff
  • Cut of dates defined
  • Bots on Production environment
  • Training Manual
  • Support of Bots
  • Lessons Learnt document
Tangentia RPA Pilot to CoE to Enterprise Scale-up
  CoE Planning and Setup CoE initial build CoE growth and Bot Enterprise Scale-up
Key Activities
  • Identify the processes to be automated
  • Assist in building Internal Automation Team
  • Assist in building your Center of Excellence (CoE)
  • Assist in training and hiring for your CoE such as Business Analyst, developer and administrators.
  • Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments.
  • Embedding best practices to CoE
  • Incorporate process maturity model (PMM)
  • Assist in ROI and complexity calculator
  • Gather requirements for each bots
  • Build  and Test Bots using Agile methodology.
  • Migrate Bots developed in this journey from Devà Testà Prod
  • Identified Processes and their PDD
  • Identify the key Automation Stakeholders
  • Developed Bots for each process.
  • Center of Excellence (CoE) model
  • Defined designations and responsibilities
  • Bots test cases and reports
Who is Tangentia?

Tangentia: Global Boutique Technology Solutions
Proudly Canadian with Toronto HQ with offices in Wall Street, NY & Goa, India

Benefits of RPA
15+ years executing projects across Canada, USA, India and other countries 1000+ customers & proven success stories 11 Fortune 500 customers, over 10 Billion USD in SaaS transactions IP based Products, SaaS Platforms and Managed Service Solutions Partnering is a core value and fundamental part of our corporate strategy
Our Global Practices

We have global practice running across the globe situated in Toronto, New York and Goa.
Tangentia | WorkFusion

  • 25+ specialists
  • Vertical Focus
  • Bot Building
  • Roadmap definition
  • Off-site & On-Site Training
  • Best Practice Webinars
  • Competitions
  • Collaborations
  • Center of Excellence (COE)

Awards & Recognition

Tangentia | WorkFusion

Most profitable 500 companies in Canada 6th time in a row.

Tangentia | WorkFusion

The fastest-growing companies in America 2018.

Tangentia | WorkFusion

Tangentia Ranked in the Branham300 Listing.