Automation is a core focus area for many companies across industries today and with good reason. As work complexity increases, streamlining repetitive manual tasks creates opportunities to focus your customer’s valuable human workforce on more mission-critical efforts. Supporting others in their automation journey with Tungsten Transformation and solving problems in ways that elevate human efforts may not always be easy. Yet, the outcomes are well worth the effort.

With multiple ways to approach Transformation projects, including using solutions such as RPA, the right approach makes a considerable difference. The journey to success can be arduous without a clear roadmap and a method for understanding how to deliver what your customers need. The best resources make a noticeable difference in maximizing effectiveness, improving ROIs, and enabling teams like yours to support customers better.

The Tungsten Transformation Best Practices Guide should be the first resource you check. Available for free in the Tungsten Marketplace and developed by independent professionals at Tungsten Labs, this solution provides a valuable guidebook for designing projects for success at the start. To illustrate why this resource is necessary, we consider some of the stumbling blocks you may face. We’ll then explore the fundamental facts about this guide and what you can learn.

Common Challenges Facing Automation Projects Today

The ultimate goal of an automation project is not just transforming manual work into faster workflows with more automatic actions. The true goal of working with the many flavors of Tungsten Transformation is to improve and elevate human productivity. When your customers can work in tandem with automation, human teams achieve more daily. As you work towards delivering that kind of outcome, teams often encounter challenges such as:

• A lack of clarity or realism in goal-setting
• No roadmap for addressing specific issues within business processes
• Poor management of customer expectations, especially regarding critical metrics
• An understanding of the automation technology and how to use it

Delivering excellent customer results starts with perceptive planning and a clear understanding of leveraging the Tungsten solutions best suited for different needs. This guide provides a foundation for delivering successful outcomes to your customers.

What Transformation Solutions Does the Guide Support?

Tungsten Transformation is itself a highly advanced solution for document automation. It’s ideal for document classification and data extraction in an often touchless environment. However, this guide touches on what’s possible with more than the Transformation platform. We use Transformation to refer to several of our platforms and capabilities. This guide supports learning better development techniques and exploring ideas with solutions that include:

• Tungsten TotalAgility, for advanced workflow automation, is empowered with AI insights for the future of work.
• Robotic Process Automation (RPA) enables software robots to take over repetitive and rules-based tasks.
• Real-Time Transformation Interface (RTTI), a specialized mode in TotalAgility that supports highly accelerated document processes via web services.
• The Transformation Toolkit, formerly known as KTT, document classification, separation, and extraction.
• Mobile, you can use your mobile device for document capture and mobile processing from anywhere.

This guide is ideal for deploying automation solutions in your business or for a customer’s operations using one or a combination of these solutions.

A Holistic Exploration of What You’ll Find in This Guide

What makes this guide one of the most popular resources in the Marketplace? Its depth and broad range of subjects make it an invaluable resource for positioning teams to understand the best practices for Transformation projects. It should give you an understanding of some practices that often lead to success. In time, you can use this knowledge to vary your approach and innovate, as there are many pathways to improving human productivity through effective automation. Alongside best practices for the Transformation Project Builder, you’ll also find:

• An overview of everything a team should know before undertaking a Tungsten Transformation project.
• In-depth appendices that cover optional content and the most advanced functionality within Transformation.
• A guide to establishing and measuring meaningful metrics.
• Tips and tricks for conducting business process analysis to target Transformation efforts.
• An in-depth overview of document classification methodologies and more.

This guide doesn’t provide a fundamental “how-to” for Transformation and related products. You still need an understanding of core elements, such as validation rules, locators, fields, etc. It is also not a replacement for training on configuring Transformation modules.

What Are Some of the Things You’ll Learn from the Guide?

As a collection of best practices, this guide covers advanced insights and essential project development work. You’ll find much of what you need to build and prepare an automation project that performs at the highest level so your customers start seeing actual results on day one. Some key highlights include:

• Understanding how to analyze a customer’s vision for the future goals of their organization and investigating common pain points within a department.
• Exploring how to conduct workshops to unify the vision for document classification business-wide.
• Building classes, fields, validation rules, and more are included within the Transformation Project Builder.
• Practices for testing and tuning your project using benchmark data sets.

With access to this information, you can unlock some powerful benefits. A better understanding of benchmarking and broader project control can increase human productivity while enhancing the quality and control over document processes.

Set Your Teams up for Success and Prepare to Delight Customers

Tungsten Transformation offers powerful ways to automate and innovate in all its forms in business. With this free resource from the Marketplace, you can prepare to deliver exceptional service to your customers on the road to effective, impactful automation. Don’t forget about the many other solutions available in the Marketplace. Extend and enhance projects with additional, professionally developed resources, including ready-to-use robots, automation frameworks, and more.