Enterprise Process Automation (EPA), through Robotic Process Automation (RPA), custom development, and Artificial Intelligence (AI), enables the automatic execution of processes within companies, freeing up the time of the most valuable resources — the employees — for tasks of greater intellectual added value, essential for advancing organizations. The EPA area has significantly evolved, benefiting from new technologies, methodologies, and a variety of use cases that highlight its importance in the business scope.
Our experience in various EPA projects has helped us identify a pattern in the most common needs and scenarios. This feedback and resolution cycle has allowed us to create our own frameworks, both consultancy and technological. We have also observed a trend in the target systems for automation, that is, the platforms with which the automations interact to perform tasks of reading, manipulating, and entering data. Some of these platforms present more challenges than others, sometimes requiring web automation scripts, which may be less stable in the long term than API-based solutions. However, each platform has its specificities, requiring automation strategies adapted to its operational and functional reality. For example, some require a high level of redundancy and error tolerance, necessitating more resilient automations.
Without further ado, we present the top 5 target platforms that, in our experience, generate the greatest return value for clients:
ERP – Enterprise Resource Planning systems are essential for companies of a certain complexity and size, allowing for the consolidated management of various organizational aspects. Despite some level of automation, these systems tend to be generic, making their complete customization to specific operations difficult, which can represent a significant investment in specialized consultancy. Thus, they represent an opportunity for automation to extend its scope to the company’s operational reality.
CRM – A company does not exist without customers. It is crucial to centralize all interaction with them in a system visible to all participants. Although dealing with customers requires creativity to align their needs with the company’s offerings, in certain businesses, most customer interactions are standardized, which allows freeing up sales staff for more valuable direct interactions, with the application of process automation in these standardized tasks.
Documents – Excel/Word – Even today, interaction with digital documents is one of the most effective ways to store information. However, especially in administrative processes, filling out documents with information scattered throughout the company can consume excessive time. Automation can significantly facilitate this process.
Email – Email communication is fundamental in business, but its volume can create a bottleneck. With recent advances in AI, such as OpenAI’s LLM models, we believe that at least 60% of emails can be processed automatically, allowing employees to focus on communications that require a more personalized approach.
Web Pages – Interaction with web platforms is one of the brightest points for RPAs. When interaction through other means, such as via API, is not feasible or when the required effort is too high, web automation becomes the solution. These platforms are essential in process automation, replacing repetitive actions performed by humans with efficient automatic processes.
EPA is a crucial vector for innovation and business efficiency. Platforms such as ERP, CRM, document processing, email management, and web pages are key areas where automation can generate substantial value, optimizing operations and allowing employees to focus on higher-value tasks. At Engibots, we have a deep understanding of these opportunities and are ready to help companies transform their operational reality with the application of our frameworks, making companies more efficient, resilient, and adaptable to the demands of the modern market.
