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RPA Projects – Roles and Responsibilities

No doubt RPA is a liberating technology. Liberating in that RPA allows users to automate existing manual processes or create new composite processes that users were traditionally told could not be done, or required unavailable or unaffordable domain specific expertise. RPA is truly a step forward. However, despite RPA’s ability to bridge the integration digital divide, it is by no means magic and successful projects still require the right people, in the right places, doing the right things. Who are these people and what should they be doing to support a successful RPA project? Let’s take a look. Process Designer. The Process Designer is usually a business user who understands the existing process, the rules of lore and a vision of the desired process. While this role should ultimately be handled by one person for accountability purposes, it is important the Process Designer works closely with all who perform the current process in order to accurately capture the nuances of the process. Understanding and incorporating these nuances can make or break a project. Knowing and understanding that user 1 does something one way, while user 2 does it another way is critical. Ultimately, the Process Designer needs to learn about and understand these nuances and then either institutionalize or consolidate them. The Process Designer is the keeper of the specification for the RPA project and should be responsible for looping back into the specification feedback and changes made during the development and testing phase. Good RPA products should help facilitate this feedback loop. Automation Architect. The Automation Architect is the person who actually builds the automation using the RPA...

Square9 Action Pack

Today we have officially released our Ratchet-X Action Pack for Square9. This action pack allows SmartSearch/GlobalSearch users to integrate any windows, browser or legacy application for the purposes of scanning and indexing documents, or retrieving and document directly from within the context of an application record. And as always, no changes to your application are...

Scrape Mailer Action Pack Released

Do you want to send a contextual email that contains screen data from any application screen? Well now you can with our Scrape Mailer Action Pack. Scrape Mailer is a desktop application integration tool that allows you to send emails from any core system screen that contains live data mapped from that screen. Scrape Mailer eliminates the need for you to manually gather up, copy and paste all relevant information from your applications. Through the use of smart templates, Scrape Mailer embeds live application data in your emails at the point of send. Do you want to send an email that contains embedded account information to a customer directly from within your accounting system? Or maybe you need to send management an update on a special project directly from your project management software. Regardless of the use case, Scrape Mailer is the ultimate solution for sending highly contextual, live data-rich emails from any application For more, check out this demo...

Ratchet-X and conflicts with keyboard shortcut applications

Ratchet-X is highly unintrusive in terms of its impact at the desktop. However, there are instances when it may conflict with other applications (usually utilities), that work with the keyboard buffer. An example of such an application is PhraseExpress from Bartels Media GmbH. This very useful utility allows the user to create global keyboard shortcuts that when typed, are replaced with a larger phrase thus reducing typing and ensuring textual consistency. In order to do this, the application must monitor what the user is typing into every application at the desktop, perform a recognition, eat the shortcut keystrokes when entered and replace it with the mapped long form text from its database. While this would not normally cause a conflict with Ratchet-X, if your action makes heavy use of stuffing keys in the keyboard buffer or your regwin hosts a conflicting keyboard shortcut, a conflict may arise. If an action does not seem to be doing what it is supposed to do or is exhibiting odd behavior and your action or regwin uses the keyboard buffer or shortcuts, check to see if the user is running a utility that intercepts keystrokes. This might save you some action debugging...

Action Pack Search and Registration

Prior to the current release of Ratchet-X, the installation of a Ratchet-X Action Pack involved running a different install of Ratchet-X for each Action Pack. That is no longer the case. Action Pack installs are now available within the Commander client via the Tools | Install Action Pack… menu path. This will bring up the Install Action Pack dialog screen. From here, you can search, learn about and install available Action...