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PROCESS AUTOMATION

Katrina Automations

Takes repetitive tasks off the team and logs every run.

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Katrina Automations
Triggers: events, schedules or rules start the flow
Integrations: information exchange between platforms

Key benefits

  1. Triggers: events, schedules or rules start the flow

  2. Integrations: information exchange between platforms

  3. Rules: automatic decisions based on criteria

  4. Traceability: status, exceptions and execution history

Problems it solves

  • Repetitive tasks that take up the team.
  • Typing errors and rework.
  • Missed deadlines for lack of a trigger.
  • Systems that don't exchange information.

Who it's for

For operations and back office, finance and HR, customer service and support, and high-volume transactional areas.

  • Operations and back office
  • Finance and HR
  • Customer service and support
  • High-volume transactional areas

How implementation works

Each phase ends with a decision or objective evidence.

  1. Assessment

    Context, requirements, data and risks

  2. Planning

    Schedule, owners and acceptance criteria

  3. Build

    Configuration, development and internal testing

  4. Acceptance testing

    Client testing, adjustments and sign-off

  5. Go-live

    Launch, training and assisted operation

The reference timeline is confirmed after the assessment.

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BUSINESS INTELLIGENCE

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Data from CRMs, ERPs and dialers pulled into dashboards managers use every day.

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ARTIFICIAL INTELLIGENCE

Katrina Insights

AI that reads voice and text interactions and points out what to fix.

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REAL-TIME MONITORING

Control Desk Digital

Watches the operation in real time and warns you when a metric goes off track.

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INTEGRATED JOURNEYS

SmartJourney

Organizes the customer or employee journey across any channel with an API.

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AI ASSISTANT

Katrina Assistant

Answers the team’s questions from the operation’s own articles and procedures.

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Show a specialist your operation and see where Katrina Automations fits.

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