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Process Automation

Turning Optimized Workflows into Smart, Scalable Automation
At Procism, optimization is just the beginning. Once your workflows are streamlined and inefficiencies eliminated, we take the next step: transforming these refined processes into intelligent, scalable automation.

Our Process Automation service leverages cutting-edge Robotic Process Automation (RPA) technology to convert mundane tasks into efficient, error-free operations.

What we offer

By function

IT

IT Operations & Maintenance

• Operations Monitoring: Ensure smooth IT performance.

• Application & System Setup: Install, test, and verify seamlessly.

• Cloud Provisioning: Simplify user-initiated cloud setups.

• Helpdesk Tasks: Manage tickets and resolve issues efficiently.

• Bugs Tracking: Test, stage, and track system bugs.

• Vendor Updates: Maintain updated master files.

• Self-Healing: Automate issue detection and resolution.

End User Support

• IT Setup: Configure user accounts and infrastructure.

• Ticket Automation: Create, resolve, and close stale tickets automatically.

• Asset Requests: Fulfill requests promptly with SLA monitoring.

• Data Capture: Simplify employee data entry.

• Team Productivity: Track and measure performance.

• Applica1on Testing: Test and deploy apps efficiently.

Asset Tracking & Management

• License Tracking: Manage licenses effectively.

• Inventory Tracking: Ensure accurate inventory records.

• Software Audits: Conduct regular compliance checks.

• Vendor Management: Onboard and offboard vendors.

• Asset Reports: Track utilization, aging, and retirement.

Data Migration & Tracking

• Data Migration: Ingest, validate, and format data.

• Report Creation: Generate and distribute reports.

• Data Cleanup: De-duplicate and enrich datasets.

• Web Data Collection: Extract data from online sources.

Cybersecurity

• Threat Logging: Log events and alert admins.

• Diagnostics: Identify and resolve faults.

• Unauthorized Access: Prevent and shut down breaches.

• Compliance Audits: Conduct security audits.

• Anomaly Detection: Detect and mitigate risks.

Compliance & Reporting

• Data Aggregation: Combine and summarize data.

• Risk Assessment: Identify and manage risks.

• Audit Logs: Maintain transparency with detailed logs.

• Regulatory Compliance: Adhere to GDPR, SOX, HIPAA, and more.

Finance and Accounting

Procure-to-Pay / Accounts Payable

• Vendor Setup: Streamline new vendor onboarding.

• Purchase Orders: Automate creation and tracking.

• Invoice Processing: Validate and process invoices.

• Payments: Manage invoice and lease payments.

• Reimbursements: Simplify travel and expense claims.

• Reporting: Generate payables insights.

Order-to-Cash / Accounts Receivable

• Customer Setup: Set up new customers efficiently.

• Order Processing: Automate sales order workflows.

• Invoicing: Create accurate invoices promptly.

• Collections: Manage receivables effectively.

• Payment Processing: Streamline payments handling.

• Reporting: Deliver receivables analysis.

Financial Operations

• Reconciliations: Ensure accurate account balancing.

• Journal Entries: Automate manual entries.

• Intercompany Settlements: Simplify transactions between entities.

• Data Management: Maintain clean master data.

• Revenue Recognition: Ensure compliance and accuracy.

• Asset Management: Oversee fixed assets effectively.

• Reporting: Handle regulatory and external reports.

Treasury Operations

• Bank Statements: Consolidate multiple accounts.

• Cash Positioning: Report on cash consolidations.

• Forecasting: Enhance cash flow projections.

• Risk Hedging: Manage FX volatility effectively.

Tax Operations

• Tax Filings: Automate and streamline submissions.

• Tax Provisioning: Simplify calculation and provisioning.

• Compliance: Stay updated with regulations.

• GST & VAT: Calculate taxes accurately.

• Data Reconciliation: Source and reconcile tax data.

Financial Planning & Analysis

• Reporting: Deliver insighful management reports.

• Budgeting: Automate planning and forecasting.

• Variance Analysis: Identify and analyze deviations.

• Data Sourcing: Consolidate data for FP&A processes.

Human Resources

Recruiting & Talent Acquisition

• Job Posting: Create and post job requisitions.

• Candidate Screening: Source, rank, and review resumes.

• Scheduling: Automate interview scheduling.

• Status Tracking: Monitor recruiting progress.

• Offer Letters: Create, sign-off, and QA offers.

Performance & Development

• Talent Assessment: Track and retain top performers.

• Performance Reviews: Automate appraisals and assessments.

• Training Management: Manage annual training plans.

• Status Automation: Monitor and automate performance tracking.

Benefit & Payroll Administration

• 401(k) Administration: Simplify setup and management.

• Enrollment Management: Handle open enrollments.

• Stock Options: Administer employee stock programs.

• Payroll Management: Set up, reconcile, and audit payroll.

Workforce Data Administration

• Data Management: Handle entry, migration, and time tracking.

• Time-Off Admin: Manage PTO and leave requests.

• Reorganization Admin: Support re-org processes.

Onboarding & Exiting

• Background Checks: Request and review efficiently.

• IT Setup: Configure accounts and capture data.

• Employee Surveys: Conduct satisfaction surveys.

• Exit Processing: Prepare and QA exit documents.

Compliance & Reporting

• Health & Safety: Ensure employee health compliance.

• Labor Reporting: Create statutory and labor audits.

• Job Analysis: Automate job analysis and classification.

Customer Service

Customer Interaction Management

• Ticket Management: Automate ticket creation, assignment, and tracking to resolve issues faster.

• Customer Interaction: Use AI-driven tools to provide personalized and efficient responses.

• Self-Service Options: Enable customers to resolve queries independently with intuitive tools.

Customer Feedback and Insights

• Feedback Collection: Automate surveys and analyze feedback to enhance customer satisfaction.

• Report Generation: Aggregate customer service data into comprehensive performance reports.

Service Performance Optimization

• Multichannel Support: Integrate email, chat, and social platforms for seamless communication.

• Escalation Handling: Automate critical issue prioritization to meet customer needs quickly.

• SLA Monitoring: Track and ensure adherence to service-level agreements.

• Agent Productivity: Measure and optimize team performance using real-time insights.

Sales and Marketing

Sales Automation

• Shorten Sales Cycles: Automate lead research, quote creation, and legal paperwork to speed up deal closures.

• Increase Sales Team Productivity: Eliminate administrative tasks, allowing Sales reps to focus on selling and building relationships.

• Improve Pipeline Performance: Use RPA+AI to qualify and nurture leads, boosting conversion rates.

Customer Data Management

• Align Customer Data Across Systems: Use RPA to integrate customer and third-party data seamlessly across plajotfms.

• Increase Customer Engagement: Leverage unified data to create accurate marketing campaigns and personalized sales interactions.

Reporting and Insights

• Streamline Sales and Marketing Reporting: Combine RPA bots with Automation Co-Pilot to consolidate data for a single, actionable view.

Why it matters

Automation isn’t just about saving time—it’s about unlocking human potential trapped in routine tasks. By automating the mundane, individuals are empowered to focus on strategic goals that truly drive your business forward.

Automation reduces manual errors, accelerates processes, and frees your team to prioritize innovation and growth, enabling you to achieve results that once seemed out of reach.

With Procism’s expertise, you’ll implement RPA solutions that deliver tangible, measurable business value, transforming not just workflows, but your entire approach to success.