We deliver unprecedented speed-to-value through our reusable, highly configurable code assets and frameworks. They are one of the many reasons why we keep winning best practices and implementation awards and have been recognized by leading market research firms. Our code assets come in many forms.
WonderBotz developer helpers and complete prebuilt solutions may be licensed on their own or bundled with your software purchases. Our patterns come with our mentoring services, and both patterns and processing engines come with our custom solutions. Collectively, they act as our version of automation LEGO bricks (we’re not part of the LEGO Group and simply admire their innovation and toys).
Our processing engines do the heavy lifting for automations. They are pre-packaged functionality controlled by external parameters for ease of integration and re-use. Compiled versions are available with a license key.
Email Manager manages email correspondence. It retrieves an email and applies simple user-defined instructions (code-free) based upon email addresses, email domains, subjects, body text, or attachments. It can create work queue items in any work queue, send, reply, or forward emails, or run an RPA automation. Also, the email manager can also verify the sender is on an approved sender list, for additional security.
eSignature Lifecycle Manager
ELM manages the creation and delivery of signed documents in DocuSign or Adobe EchoSign. It uses provided data to prefill required forms and creates digital document envelopes, enabling recipients to complete their forms, upload required documents and sign off on their submission. Signed forms and the corresponding structured data plus any uploaded documents are delivered as outputs. Although adding new forms requires setup in the eSignature platform, no RPA code changes are required when adding additional forms and envelopes, as processing is managed by external config files.
Document Processing (DocProc)
DocProc enables the robot to work with another application using loosely coupled integration rather than a technical or RPA-based approach. It delivers work to the application (e.g., OCR application, analytic optimization model), checks back regularly for the delivered outputs, provides status on request and, thereafter, the process continues. It throws errors and sends alerts if the loosely coupled application fails to perform its function in the allotted time.
Report Re-writer transforms structured data (e.g., existing report, Excel workbook, SQL extract, dashboards, some PDFs) to make it easier for use by leadership, business analysts, data scientists and downstream automations. It is able to add/remove columns, sub-totals, footers, headers and also adds row-level data using lookups and formulas among other techniques. It is controlled by simple Excel-like instructions (code-free), so it’s easy for business users to maintain.
Datamart Maker assembles datasets for use by business analysts, data scientists and downstream automations. It creates operational data stores needed at regular intervals or on-demand such as for the consolidation of sub-ledger data for journal entries or rerunning business optimization models. Controlled by simple, Excel-like instructions (code-free), it is able to combine many discrete datasets in different formats into one consolidated, structured dataset.
Transaction Matching compares two financial datasets (e.g., bank statement line items, unapplied deposits in the ledger; intercompany accounts) looping through each record to find the corresponding item(s) in another dataset, for example, 1:1 or 1:many. It is able to match summary-level data to multiple related records, using simple user-managed rules-based logic (code-free) and includes human-in-the-loop for near but not definitive matches.
Report package prepares management information and personalized reports for distribution. It is able to (1) refresh data within existing Excel analyses and Tableau and other dashboards (2) load and manipulate data in Excel workbooks, PowerPoint presentations and more, (3) slice up data into subsets to create personalized reports. It is controlled by simple instructions (code-free) so it’s easy for business people to create repeatable and auditable outputs.
Our design patterns are proven approaches to technical solution design and architecture.
- Chassis (orchestrates alternative sub-processes in a single end-to-end process)
- Smarter process (orchestrates AI for inclusion into automations)