EDSA

BACKGROUND

Please describe your company and your position there.

I´m Head of Innovation of a big-sized insurance company, we covered 2,5 million employees in a workers´ compensation industry

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EDSA?

Our company have a lot of claims, and each one required many transactions. Most of them are manual, rule based and repetitive, so RPA(Robotic Process Automation) helps us to reduce time, costs and errors.

SOLUTION

How did you select this vendor and what were the deciding factors?

We search online for RPA consultants in our area and shortlist 3. After interviewing them, we chose this vendor based on their experience and service package. They are serious, honest, reliable and responsible.

Describe the project in detail and walk through the stages of the project.

They help us to identify a proper process, but most important they showed us the way we had to run this project. They gave us tools, ideas, organization and know how. After choosing a transaction to automate they interviewed the responsible area and educated them in order to work with RPA. The vendor prepared the solution and delivered it in a record time and walked with us in this new way of understanding our processes and business. In 2020 we started together a discovery journey.

How many resources from the vendor's team worked with you, and what were their positions?

A project manager was our main point of contact, but an architect, a functional analyst and a programmer were the rest of the team.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Two years later we have more than 20 bots working 24/7, processing 60,000 transactions monthly and we can reduce time, costs and errors. We are increasing numbers every day and without RPA our operations would probably be in stress.

How effective was the workflow between your team and theirs?

We daily talk and stay in touch, they work hard and deliver solutions in real time.

What did you find most impressive or unique about this company?

I appreciate that they have a full understanding of our industry and a continuous improvement mindset.

Are there any areas for improvement or something they could have done differently?

We don´t have areas for improvement, if they had before we had worked together in order to solve it.

BACKGROUND

Please describe your company and your position there.

Omint ART, insurance company that covers work risks. My position is Project Leader.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EDSA, and what were your goals?

The company contracted Edsa to carry out the start up of ART in 2013. Then we continued working with Edsa to expand the functionalities of the system and come up with a solid product, also adapting it to the requirements of the organisms that regulate us in Argentina.

SOLUTION

How did you select this vendor and what were the deciding factors?

We selected him because we had already worked with them in another insurance company and ART and the experience had been very good. They are very professional, they are always up to date on all technological advances and we trust them a lot.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The works have different stages. In principle, an analysis is carried out and different development alternatives are evaluated. Then we move forward with the design, development, internal tests, UAT tests and production start-up, also providing post-implementation support in production. At all stages, we work side by side with analysts and leaders of the contracting company.

How many people from the vendor's team worked with you, and what were their positions?

Approximately fifteen people have collaborated directly with me as functional analysts, developers, programmer analysts and project leaders.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

A joint planning is always carried out in order to fundamentally comply with the requirements of the organisms that regulate us. Regarding these requirements, the requested deadlines are always met. All plans are reviewed permanently and in the event of any deviation, different actions are evaluated and carried out, either to provide a solution at the moment or so that it does not happen again in the future.

Describe their project management style, including communication tools and timeliness.

Communication is permanent by mail, telephone, whatsapp or Teams. Physical distance was never an impediment to being in communication. Every Monday we have a fixed meeting to review the plans and every Thursday we review the maintenance cases that are improvements in the different areas. These are the weekly fixed meetings. The topics that arise are discussed daily. Sometimes for certain projects we have worked with the Scrum methodology, holding daily and retrospective planning meetings.

What did you find most impressive or unique about this company?

Their commitment and sense of permanent collaboration in the face of any business need have been impressive.

Are there any areas for improvement or something they could have done differently?

Yes, at one point we grouped maintenance cases into projects, because they referred to the same issue, and it was not positive because when testing everything was handled separately. That is, I did not see differences in doing the grouping. It is a point to improve among all.

BACKGROUND

Please describe your company and position.

I am the Business Applications Manager of Inversiones La Paz.

Describe what your company does in a single sentence.

We are the best retailer in Honduras.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire EDSA to accomplish?

• Robotic process automation (RPA) implementation
• RPA Support and Continuous Improvement

SOLUTION

How did you find EDSA?

• Online Search
• Clutch Site

Why did you select EDSA over others?

• High ratings
• Good value for cost

How many teammates from EDSA were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Edsa supported us in the design, development, and training of automation in key repetitive processes to give value to the business, leaving these tasks free of execution by users for the optimization and efficiency of business resources. The deliverables were developed on time and with great satisfaction for the business. It is a provider with a lot of experience in this field, and it shows in the development and results of the tasks assigned.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The results were successful according to the commitments defined in the project schedule.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were delivered on time and with improvements in the defined scopes.

What was your primary form of communication with EDSA?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The experience and recommendations on how to develop and optimize automation were key during the construction and subsequent testing of the project.

Are there any areas for improvement or something EDSA could have done differently?

We did not detect problems or improvements to recommend due to the development and result of the project.

BACKGROUND

Please describe your company and your position there.

Trend Micro is a japanese cybersecurity company leader in the market.-

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EDSA?

The challenge was to generate multiple touches, collect feedback and learn about our customers.

SOLUTION

How did you select this vendor and what were the deciding factors?

EDSA has the ability to select young talents who learn very quickly. And work very well with defined processes.

Describe the project in detail and walk through the stages of the project.

The first step was defined and structure the processes to run. The process consisted of contacting key customers and implement a platform Vision One. This had complexity flows information to different areas (marketing, sales, engineers, partners) Then run, evaluate, learn and improve. Was important to define measurables and expectations

How many resources from the vendor's team worked with you, and what were their positions?

More than 10 people worked in this project.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The project was very successful because we achieved the objectives! We learned more about our customers, generate those touches to increase sales and knowledge of customers/partners.

How effective was the workflow between your team and theirs?

It was so fluid that we looked like the same team, was very easy to work with the EDSA team.

What did you find most impressive or unique about this company?

The energy of the EDSA  team, predisposition, and professionalism was impeccable.

Are there any areas for improvement or something they could have done differently?

I couldn't say anything now.

BACKGROUND

Please describe your company and your position there.

During the project execution I was Software Architect.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire EDSA, and what were your goals?

Develop a website to allow our customers to carry out procedures and deliver documents for foreign trade operations.

SOLUTION

How did you select this vendor and what were the deciding factors?

We made a a selection among several providers including deliverables quality and price.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

1. We gave EDsa Use Cases ducuments.
2. EDsa refined requirements and built the solución.
3. EDsa also provided support during test and implementation.

How many people from the vendor's team worked with you, and what were their positions?

• Two developers
• 1 architect
• 1 PO

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We could develop an deliver new features for our customers on the web reducing time.

Describe their project management style, including communication tools and timeliness.

Developers worked on our installations. Architect and PO worked remotely using video conferencing tools.

What did you find most impressive or unique about this company?

We noted high professional skills with EDSA's team.  They also have excellent communication skills.

Are there any areas for improvement or something they could have done differently?

This project was executed a time ago. I think areas to improve could be covered with new technologies and methodologies rised in the last years.