Gartner 2020 Automation Guide

What key features are must haves for modern automation platforms?

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How does workload automation compare to robotic process automation?

Workload automation tools and job scheduling solutions can help solve sophisticated problems by making intelligent decisions within a set of controls. Workload automation excels at automating the backend IT processes that integrate third party apps and makes everything in the IT environment work more efficiently. Given the increase in online and mobile policy options, it’s important to have an insurance automation system that self-improves as it receives more and more data. 

For the insurance sector, Robotic Process Automation (RPA) refers to software that is programmed to assist in processing the repetitive tasks employees do – much like a virtual assistant. RPA-friendly tasks include sending emails, opening applications, and copying and pasting information from one database system to another. However, RPA does not interact with each of the complex IT systems needed to run a successful insurance company. 

Workload automation tools and job scheduling solutions can help solve sophisticated problems by making intelligent decisions within a set of controls. Given the increase in online banking and cashless payment options, it’s important to have a financial automation system that self-improves as it receives more and more data.

For the financial sector, Robotic Process Automation (RPA) refers to software that is programmed to assist in processing the repetitive tasks employees do – much like a banking virtual assistant.

Where a workload automation platform shines is by providing a central point of control for all the automated processes in a complex IT environment. OpCon integrates ERP systems like SAP or Infor with ITSM providers like ServiceNow, along with Windows and Linux environments, and ensures that everything flows smoothly and efficiently. Notifications, alerts, and resolution workflows are all available from a central console, making it much easier to manage the IT systems for large enterprises.

In short, workload automation tools help business solves complex problems by performing repetitive tasks with minimal input, while RPA automates very simple, manual tasks.

Why automate insurance business processes?

Considering the global shift towards app-driven interactions, AI’s role in detecting and mitigating fraud, and the rise of online services, automation has never been more important for insurance organizations.

Workload automation platforms like SMA Technologies’ OpCon eliminate human errors with centralized script management and break down application silos by integrating cross-platform workflows within a single point of control. Having a single platform that grants visibility and control over all applications is by far the most efficient use of resources for IT teams that are always being asked to conserve budget.

Automation has also proven a real game-changer for back office procedures. Often insurance institutions with thousands of people processing time-consuming customer requests risk inconsistent outcomes at best, and a high error rate at worst. Automated solutions can drastically cut the time needed for back-office processing, freeing employees up to focus on higher level work.

Common applications of workload automation in insurance

Insurance institutions around the world are using SMA Technologies’ OpCon workload automation to improve business critical processes and procedures such as:

  • - Business continuity and disaster recovery
  • - Customer due diligence (CDD)
  • - File transfers
  • - Risk, compliance, and audit analysis
  • - Insurance planning, and data reporting
  • - Customer account reconciliation
  • - Data validation
  • - Operational insurance and accounting


A primary use of the automation platform is improving risk management, and reducing expenses. When a company has several operating systems with different scripts and workflows running on multiple servers, it becomes unmanageable over time, especially when attempting to process one-off exceptions, and troubleshoot unexpected issues. By having all IT processes visible from one control panel, OpCon offers clear visibility across multiple operating systems, different programming languages, and even departments. 

Efficiencies in disaster recovery environments is also key to providing proper support to customers. Prior to deploying SMA Technologies’ OpCon in its disaster recovery environment, one client’s failover process took about two and a half hours and required more than 150 manual steps. OpCon now automates 95% of this process.

A core use of the automation platform is improving risk management, and reducing expenses. When a bank has several operating systems with different scripts and workflows running on multiple servers, it becomes unmanageable over time, especially when attempting to process exceptions, and troubleshoot unexpected issues. With a single pane view, OpCon offers clear visibility across multiple operating systems, different programming languages, and even departments.

Efficiencies in financial institution disaster recovery environments is also key to providing proper support to customers. Prior to deploying SMA Technologies’ OpCon in its disaster recovery environment, VyStar Credit Union’s failover process took about two and a half hours and required more than 150 manual steps. OpCon now automates 95% of this process.

Tell us how you’d like to automate

To find out more about how our OpCon workload automation platform can help you drive operational efficiency, use the form below to get in touch with one of our experts today.