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UiPath Acquires StepShot, Adds Process Documentation to Market-Leading RPA Platform

Now Uipath Customers Can More Rapidly Advance from Discovering and Planning New Automation Projects to Successfully Implementing Them

The first-ever global event for the Robotic Process Automation (RPA) community, UiPath, the leading RPA software company, announced the acquisition of StepShot, a leading provider of Process Documentation software.

Together, UiPath and StepShot will accelerate customers’ automation journeys by enabling them to quickly and easily record, document and share processes as well as automate key steps in robot creation. UiPath is the first among leading RPA vendors to offer such capabilities built directly into its platform, a key differentiator as enterprises seek to successfully implement and expand their RPA deployments for a broad spectrum of well-defined and undefined processes.

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“We work closely with customers to build automation strategies that transform their business. Yet there is still huge untapped value in making the documentation process into an easier, more effective solution,” said Daniel Dines, UiPath co-founder and CEO. “The acquisition of StepShot immediately helps us solve that for our customers.”

Building on this acquisition and the ProcessGold acquisition, UiPath has introduced the UiPath Explorer product family. Designed to simplify process understanding enterprise-wide, the UiPath Explorer family makes it easy it to identify, document, analyze and prioritize processes, with a unique ability to understand both front-line and back-line operations, through scientific and visual analysis.

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“StepShot’s powerful process activity capture and documentation technology will further improve UiPath’s market leading time-to-value and strengthen our end-to-end process understanding capabilities,” said PD Singh, vice president of AI at UiPath. “We are excited about the value propositions this will unlock once fully integrated in our platform.”

“I am extremely proud of what we have built at StepShot, and bringing those capabilities together with UiPath’s best-in-class RPA capabilities will materially benefit enterprises globally by helping them more easily achieve their automation goals and improve time to ROI,” commented StepShot CEO and Co-Founder Sasha Reminnyi.

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Webinfinity Addresses The Engagement Gap In Business Portals With Its Engagement Automation Engine

Webinfinity is formally launching its Engagement Automation Engine, redefining how business portals are developed, curated and experienced. Webinfinity’s engine is purpose-built to drive engagement with less cost and faster time-to-engagement when compared with traditional approaches to business portals.

“Traditionally, business portals lack the intelligent personalization across ecosystems of content, applications and relationships required for a partner, customer or employee to easily accomplish their desired tasks,” commented James Hodgkinson, Webinfinity CEO. “Webinfinity engagement automation combines significant user and content intelligence connected across a variety of content repositories and best-of-breed applications, delivering a truly personalized and frictionless experience to any type of user, job function, or organizational relationship. The reduction in friction and cost normally associated with enterprise portal implementations is significantly reduced.”

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Webinfinity is unique in its cross-ecosystem engagement enablement. Webinfinity was identified as a representative vendor in the 2019 Gartner, Market Guide for Partner Relationship Management Applications (Ilona Hansen, 8 May 2019) as a vendor that delivers partner ecosystem platforms.*

Guaranteed Engagement for B2B Portals
The Webinfinity engine is specifically designed to automate and drive user engagement. Its engagement intelligence, dynamic curation capabilities, and rules-driven personalization all combine to quickly configure on-demand experiences for any type of user, in any role, working in any language, or geographic region with no coding. In-application analytics provide insight into potential engagement gaps that may need to be addressed. The engine’s workflow capabilities enable user-friendly tracking and reporting of transactional actions across a sales motion, new user onboarding progress, or customer, partner and employee support flows, all from a unified portal interface.

“Webinfinity’s engagement analytics leverage the power of Snowflake’s built-for-the-cloud data warehouse to track user engagement in real time,” Snowflake Vice President of Data Sharing, Justin Langseth said. “We are excited that Webinfinity will be providing this type of engagement analytics in our Data Exchange.”

Less Cost and Risk to Deliver Cross-Ecosystem Experiences
Engagement must be viewed as a business-critical process. Experiences, personas and preferences change over time, so having the ability to continuously curate content, external systems, and tools to create a desired user outcome is paramount. The cost and time required to do this are not trivial. The Webinfinity Engagement Automation Engine simplifies constant experience curation for non-technical users. The engine includes connectors to external systems designed to unify the experience across application, content and relationship ecosystems.

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Faster Time to Market When Compared to Monolithic Platforms or Custom Development
The Webinfinity Engagement Automation Engine is a SaaS-based application that is unique with a codeless approach designed to speed time to engagement with significant business outcomes. In addition, Webinfinity’s partner portal blueprint delivery program further accelerates time to engagement and vendor satisfaction. Webinfinity plans additional delivery blueprints in the future for other portal use cases.

Infinite Flexibility and Scalability to Grow Across the Ecosystem
Whether it’s a small business looking to grow its partner program, or a large enterprise looking to unify experiences across partner, employee and customer ecosystems, the Webinfinity Engagement Automation Engine is designed to scale. The flexibility of the engine and its configuration and rules-based processes provide the ability to easily create new portals to serve additional user segments.

“Our PartnerEngage portal enables us to be responsive to our partners’ needs at the speed of the business,” commented Gordon Mackintosh, Vice President of Worldwide Channels at Extreme Networks. “The flexibility and configurability of the Webinfinity platform enables us to quickly add or enhance functionality so we can deliver ever better experiences for our partners.”

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Oracle Equips Case Workers and Citizens to Address Complex Societal Problems

Comprehensive Case Management Platform Brings Real-Time Data to Bear on Decisions by Health and Human Services Personnel

Taking a new people-centric approach to providing support and care, Oracle offers new services to citizens in need. New digital case management capabilities, now available in Oracle Customer Experience (CX) for Public Sector, provide a modern platform to help citizens, case workers, and third party social service providers deal with complex societal issues and achieve positive outcomes.

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By offering real time access to vital data, Oracle’s solution will enable state and local organizations to take a more people-centric approach to providing support and care – an approach that has not previously been possible due to the limitations of older technologies. Care providers will be able to effectively launch new services to their citizens, and to easily manage complex interactions for cases that span many years and complex, changing family circumstances.

“Today’s digitally-empowered citizens demand easy access to health and human services agencies for critical support and care. And case workers expect accessible tools that can manage complex cases that often evolve over extended periods,” said Rob Tarkoff, executive vice president of Oracle CX product development. “Until now, there has been a serious gap in the comprehensiveness and sophistication of solutions to serve many of the needs of this market. With Oracle, case workers can now have real-time snapshots of client cases along with intelligent recommendations for next steps – even in the most complex situations. This enables workers to take immediate and potentially life-saving actions.”

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The Oracle solution transforms traditional ways social service agencies have managed cases and served customers through the integration of modern digital technologies and channels. The platform integrates technologies spanning cloud, digital outreach, omni-channel service, case management, mobile, social, Internet of Things, and Artificial Intelligence while ensuring maximum security and information privacy.

The digital enablement of complex case management not only serves state and local health and human service organizations, but also other government agencies in areas as diverse as immigration, taxation, benefits, and city and state citizen engagement.

Oracle CX solutions for health and human services combine decades of experience with a broad cloud service portfolio that enables current IT infrastructures with a proven path to digital transformation. It offers comprehensive digital engagement solutions for several aspects of citizen engagement including real-time personalized advice, self-service portals with embedded knowledge management, and a digital application process for benefit programs which is accessible through mobile, web, social channels, chatbots, call centers, and local offices.

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CX and AI Success for Telcos, with British Tech

Intent HQ sponsored a breakfast meeting at the British Residence in Manhattan featuring Forrester CX & AI Principal Analyst Brandon Purcell, for executives from US telecoms and marketing services firms. Mr. Antony Phillipson, Her Majesty’s Trade Commissioner for North America and Consul General in New York was the host, and joined the engaging dialogue on demystifying AI and the reality of its potential applications.

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Because a customer’s experience has now become more important than prices or products, the primarily Telco audience was interested in learning how AI can help create fabulous customer experiences. AI can enable insights from data and more effectively personalize experiences for customers. Mr. Purcell pointed to several recent successes and failures of AI applications, and discussed some “truths and lies” surrounding AI. He showed that AI can be applied successfully for important business goals, such as retaining customers and increasing revenue, and discussed how best to implement AI across the functional silos of a company.

In the Q&A, participants agreed that while technology is essential, organizational issues are often just as important to the implementation of AI-driven change. Intent HQ President of Americas, Sharifah Amirah concluded the discussion saying, “AI is best applied in bite-sizes rather than in a huge gulp – addressing a few key business objectives with AI for quick wins is far more likely to succeed than trying to make big organisational leaps.”

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With headquarters in London, and new subsidiaries in Barcelona and New York, Intent HQ is a privacy-first Customer Intelligence Platform created for telcos and their user data. Intent HQ is focused on the Telco sector, offering a Customer Intelligence Platform (CIP) that builds unique human-like profiles to enable 1-to-1 personalisation at Telco scale. Our CIP turns user actions into interest and intent data, then makes these insights ready to activate everywhere you touch customers—across marketing, sales, ecommerce and customer support. Clients benefit from improvements in segmentation, targeting, open and conversion rates, customer experience, customer satisfaction and loyalty.

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Relative Insight Secures $5 Million Series A, Boosting US Expansion Strategy

Language Understanding Platform to Open First North American Office to Support Growing Client Base

Relative Insight, a language understanding platform, has completed its Series A, securing a $5 million investment from Maven Capital Partners (“Maven”), one of the UK’s leading private equity and alternative asset managers. With the funding, Relative Insight will open its first US office in New York City and continue development of its AI-driven platform.

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IDC estimates that in 2025, “the world will create and replicate 163ZB of data,” of which a significant amount is unstructured language data. Relative Insight helps B2B and B2C companies better understand their audiences through comparative linguistics by analyzing unstructured and undefined data sets such as customer feedback, social media, online product ratings and reviews, web page copy and market research surveys. Headquartered in Lancaster, United Kingdom, the company has seen traction in the US market working with leading advertising and marketing agencies including R/GA, McCann and VMLY&R.

“Our value proposition is simple. We help companies address the immense challenge of analyzing unstructured language data, which is growing at a rapid pace,” said Ben Hookway, CEO of Relative Insight. “With our platform we’ve seen huge success in helping companies quickly and accurately gain value from their existing data and provide analysis that results in significant business insights— a process that historically has been done manually. Expanding into the US market is the next logical step for the growth of our business.”

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Relative Insight’s comparative analysis has been successful in campaign strategy development, market research and customer experience optimization, helping brands interact and communicate more effectively and better understand their audiences. Developed through a 10-year research project with Lancaster University’s linguistic and cybersecurity departments, the technology platform compares language sets to detect linguistic and attitudinal differences between consumers and brands as well as language differences over time.

“Relative Insight has developed an innovative, industry leading platform using cutting-edge linguistics analytics. It’s a fascinating sector and the team has a range of industry expertise able to support the company’s ambitious growth plans,” said Dave Furlong, Investment Director at Maven. “Today’s transaction is a great example of Maven’s private client funds working alongside the Northern Powerhouse Investment Fund to support a local business with a flexible funding package to enable it to grow globally. We look forward to working with Ben and the team as the business embarks on an exciting program of growth.”

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Cision Announces Exclusive Platinum Sponsorship For PRSA 2019 International Conference

Cision, a leading global provider of earned media software and services, announced it is the exclusive platinum sponsor of the PRSA 2019 International Conference. The conference, which takes place in San Diego from October 20 – 22, will bring together the leading minds in PR, communications and marketing. This year the theme is ‘INSPIRE, INNOVATE, ENGAGE, INFLUENCE’ and the conference will provide unparalleled information, strategies and tools for the new trends impacting the communications and PR industry.

As the exclusive platinum sponsor, Cision will co-host the Sunday night opening reception with PRSA San Diego, have an exhibit booth throughout the conference, and host a session with Jackson Family Wines about going beyond traditional PR.

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“Cision was eager to partner with PRSA once again for their International Conference, as it continues to be an especially important event for the industry,” said Erik Huddleston, Cision’s President. “PRSA and Cision are both committed to the same goal – supporting PR and communications professionals. We look forward to seeing the range of insights and impact that this year’s conference brings.”

This year’s International Conference provides an unparalleled opportunity for communications professionals to enhance their knowledge and skills, navigate change and advance their careers. Truly international in scope and offering nearly twice the learning opportunities than ever before, the Conference includes experts from across the globe and more than 140 presentations by speakers representing a diverse range of industries and sectors.

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The PRSA 2019 International Conference includes 10 keynote presentations from influential newsmakers such as journalists Bob Woodward and Laura Ling; Microsoft communications executive Frank X. Shaw; former President of Mexico Vicente Fox and former First Lady Marta Sahagún de Fox; panels of executives from global agencies, multinational corporations and branches of the military, as well as networking events and an expansive exhibition hall.

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Formstack Announces Online Document Generation Software, Formstack Documents

Formstack, a software-as-a-service (SaaS) company with a mission to transform the way people collect information and put it to work, announces the launch of Formstack Documents. Formstack Documents is a comprehensive document generation and automation product built to help users streamline various paperwork processes. This product is a key component of Formstack’s workplace productivity platform, which also includes software for online formssurveyseSignatures and the recently announced Formstack Sync.

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According to data from Formstack’s 2019 Workplace Productivity Report, employees are only truly productive for less than three hours per day; the remainder of their workday is spent attending meetings, responding to emails and performing other unproductive tasks. Formstack Documents helps users get time back and make their limited productive work hours more impactful by automatically generating professional proposals, contracts, applications, registration forms, event tickets and more. This eliminates hundreds of hours of manual data entry and automates workflows through integrations with more than 300 web services.

“We’re building a workplace productivity platform with a vision of transforming the way businesses collect data and put it to work, and bringing document automation into the fold with Formstack Documents is an important piece of the story,” said Chris Byers, CEO of Formstack. “When used together with Sync and our web-based forms and signature capabilities, Documents users can capture data anywhere, create documents quickly and automate backend business processes.”

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Formstack Documents was developed as a result of Formstack’s acquisition of WebMerge in April 2019 and helps thousands of customers and millions of people do their work better. Documents integrates with hundreds of cloud apps, including Salesforce, Zoho CRM, Pipedrive, Podio and Knack so you can put more efficient, accurate and faster workflows into place.

“With Formstack Documents, generating precise, professional documents has become a breeze,” said Alejandro Perez, CEO of Komet Sales. “It’s helping us scale our business because we can automate all our contract and document generation.”

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Patrick Tripp to Lead Product Marketing for Cheetah Digital

Former Forrester Research Consultant Joins Leader in Cross-Channel Customer Engagement

Cheetah Digital, a cross-channel customer engagement solution provider for the modern marketer, announced the addition of Patrick Tripp as Senior Vice President of Product Marketing. In his new role, Patrick will be responsible for planning, creating and implementing the company’s overall product marketing strategy. In addition, he will lead the team of marketers responsible for the messaging, packaging, and delivery of Cheetah Digital’s products to market.

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Product marketing expert, author, speaker, and strategist, Patrick Tripp is a results-driven leader with more than 20 years of experience in the technology, consulting, digital marketing, and retail industries.

Most recently, Patrick served as Vice President Of Product Strategy at RedPoint Global Inc. Before that, he held a Senior Product Marketing Manager position at Adobe where he led real-time offer management and Email go-to-market strategy. He also spoke at major Adobe, industry, and customer round table events, as well as managed a team of product marketers and created thought leadership content.

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At Pegasystems, he was responsible for driving go-to-market activities and thought leadership for Pega’s CRM and Next-Best-Action marketing solutions. Patrick was also a consultant at leading analyst firm, Forrester Research for nearly seven years. While there, he designed, packaged, and launched numerous Forrester Tech Industry Consulting offerings for enterprise customers.

“Patrick’s visibility in the industry, consulting background, two decades of product marketing experience, and knowledge of market and technology trends make him the ideal evangelist to contribute to and share Cheetah Digital’s vision within and outside of the company. He brings a demonstrated ability to help organizations of all sizes develop successful go-to-market strategies. His high-level approach to product marketing will benefit Cheetah Digital by enabling us to create solutions that help drive our business forward.”

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Melissa Adds Simplified Matching to Unison Enterprise Data Quality Platform

Melissa, a leading provider of global address, name, email, phone, and identity verification solutions, announced several enhancements to Unison, its customer data verification platform. Unison brings together all of Melissa’s data quality API capabilities including address, name, phone, email verification, geocoding and data matching, into a flagship UI that is fast, scalable, and requires no programming. New features include a wizard-based matching interface, fuzzy match scoring and robust reporting, making Unison one of the quickest, most powerful, and easiest to use data cleansing tools on the market.

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“Our existing MatchUp deduplication software is known for its unparalleled deterministic and probabilistic data matching capabilities, however the process for creating these matching projects can become quite involved and complex, especially for novice users,” said Bud Walker, Vice President Enterprise Sales and Strategy, Melissa. “So, in Unison, we created specialized AI that automatically determines the most optimized approach for the dedupe process, as it is able to understand the data you work with and what’s needed for matching.”

The wizard-based interface operates in conjunction with Unison’s ability to match across multiple data sets, in varying formats, at once in a single matching project. In addition, Unison offers a unique fuzzy matching score, essentially providing a threshold value for two names to be considered duplicates. Users can experiment with scoring and set a higher or lower value depending on requirements.

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“Unison is the result of years of data management experience and addressing our customers’ needs for an easy-to-use, holistic customer data verification console,” said Walker. “It provides everything a data steward could ask for: a no-code, browser-based data quality tool that is scalable, works on-premise for security, and blazing speed; offers role-based capabilities and configurable user rights; and delivers simply beautiful reporting.”

Unison features advanced container technology accessible across multiple servers allowing data to be confidently managed on-site to meet strict regulatory requirements. The platform ensures secure access and management as well as effective project collaboration. Jobs can be scheduled to process during off hours to maximize performance, and easy to-read reports provide a high-level overview of how the data was improved.

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Brands Relying on Digital Tools to Simplify Shopping Needs of Young APAC Consumers, Says GlobalData

Today’s consumers live in a rapidly digitizing world that is becoming seamlessly integrated into everyday life. In line with this, brands are embracing latest digital technologies and online platforms to create more engaging experiences for young consumers in Asia-Pacific (APAC), says GlobalData, a leading data and analytics company.

GlobalData’s report, ‘TrendSights Overview: Smart & Connected – Engaging with consumers in a hyper-connected, technology-enabled society’, reveals that ‘Millennials’ and ‘Generation Z’ are the main drivers of digital informed consumption in APAC due to their ‘mobile-first’ ecosystem.

Shagun Sachdeva, Consumer Insights Analyst at GlobalData says: “These younger generations will bring their habits with them into old age; therefore, it is vital for brands to adapt to this changing behavior as the next generation of older consumers will begin to behave in a different manner to the ‘Baby Boomers’ and ‘Silent Generation’ of today.”

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GlobalData’s 2018 Q4 Consumer Survey reveals that 52% of APAC consumers are always/often influenced by how digital advanced or smart the product is. In addition, 71% and 54% of APAC consumers believe that online retail and social media, respectively, have positive impact on society in the future.

As a result, brands are now embracing the latest digital technology to cater to these newfound behaviors and expectations. For instance, Japan’s largest e-commerce platform Rakuten launched R Pay application in 2016 and in October 2017 eliminated the need for a screen to display the QR code.

Japanese beauty brand Shiseido launched Internet of Things skincare system in 2019.

Sachdeva adds: “The rise of digitalization has undoubtedly changed the patterns and channels of consumption. The digital economy has spawned the rise of new e-commerce channels, peer-to-peer services and subscription models.”

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Sachdeva continues: “Digital-informed consumption trend is predominantly in the growth stage of its trend lifecycle across key FMCG categories in APAC, as the pace of technological advancement leaves significant room for continued growth and change.”

The personal care sector is in a particularly exciting high-growth phase, typified by sophisticated devices and personalized advice that make professional-grade recommendations accessible to consumers at home. Retail and foodservice operators are yet to fully capitalize on opportunities presented by this trend.

Sachdeva concludes: “Choice complexity and misinformation are the major challenges when it comes to digital-informed consumption. After all, an individual only has a limited capacity for absorbing and analyzing information. The result is that consumers are opting for safer, more established brands.”

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