We apply decades of processing operations and hands-on RPA implementation experience to help your organization formulate and execute your Robotic Process Automation Journey.


We are partnered with leading Robotic Process Automation software providers and adjacent machine learning and AI technology providers to ensure the best solution is applied to your business needs.


Our quality management system collects and applies our years of hands-on RPA implementation learnings to ensure the best possible outcomes.


We are currently leading RPA implementations for some of the largest banks, insurance companies, financial services companies, legal firms and shared services organizations in the US and Canada.

Our services include:

Robot Training – Foundational best practices

Robot training experience is the key success factor in setting best practices from the outset. Completing the RPA software training explains how to use the tools but does not provide depth regarding best practices when applying the tools. This may not be evident when just training one Robot to perform one job, however, it becomes self-evident as the numbers increase.

It is important to have a paradigm specific methodology for the full sequence from opportunity identification and initial Robot training through to full production deployment and management.

Product Selection – How to decide

From competing RPA product marketing materials it can be difficult to understand which product is the best choice for your organization. The answer lies more in their origins and underlying architectures than in their functionalities or market footprint.

A key differentiator is also their alignment to your vision and paradigm. Beware of recording options and process machine learning options as an easy path.

Center of Excellence Development and Training – Start with the end in mind

It is important to begin the three phases of COE development with an understanding of the end state and a development plan consistent with both change management and rate of deployment plans.

Vision – incremental or transformational?

Whether you are starting with an individual automation project, a departmental automation plan or a corporate wide goal, it is important to start knowing the transformative potential of RPA and deciding what direction, speed and distance you would like to travel.

Ironically, the highest potential option can be the least costly, if associated decisions are aligned and pitfalls avoided.

Note, the exponential nature of RPA and adjacent technologies is such that 12 months on the wrong path can put your organization years behind those on the optimum path.

Paradigm – Robotics or automation?

Many product providers and consultancies bring legacy paradigms to this new space including process automation, process optimization, desktop automation, attended automation, business process outsourcing, BPM platform extension, software development and others.Beware of these; they foreshadow incremental, high cost, long timeline change and not the rapid, lower cost, transformation potential of RPA.

Operating Model – classic or Robotic?

We have seen organizations approach RPA as an IT initiative and as a Business initiative and the best practice approach is clear.

As one might expect from a transformative change, RPA requires a new IT/Business collaboration model, led and administered by the Business and governed by IT.

Change Management - Clear

Formulate and communicate a change management plan early and use it as a guide for opportunity prioritization and deployment planning. Don’t underestimate the concerns and intelligence of staff.

Be careful with terms like digital transformation or intelligent automation when you are implementing clearly advertised Robotic Process Automation software.

Opportunity Assessment – Quick and efficient

With a Robotics paradigm there is a proven tool and method for rapidly and efficiently identifying, profiling and prioritizing RPA opportunities, independent of the level of existing process documentation. Beware of classic boil the ocean approaches.

IT Environment Provisioning – Robot specific

Conceptually the provision of an RPA environment is straight forward, however, practically decisions are required in relation to Robotic Operating Model and Robot security best practices that should be applied from the outset.

Ongoing Mentoring – Trusted advisor

Once your resources are trained and proficient in Robot training, they may encounter unique situations where they would like guidance or confirmation. Our team of RPA Specialists remains available to mentor clients as required. We also provide similar guidance, software and support when applying adjacent technology services like machine learning, handwriting to text and Al services, which allow Robots to increase the scope of work that they can perform.