Power your CPQ Business Process With Quality Items
The Problem
Many manufacturing companies today, have many applications and systems (ERP, CRM) where data is shared across organizational departments can easily become duplicated and most importantly out of sync or outdated. When this occurs, integration of these systems has no value, answering even basic questions such as “What are my site-specific items?”, “what product(s) have the best margins?”, in some cases “Which are my products are configurable?”, and critical questions about any type of metric or KPI. A technological solution without corresponding changes to business process are likely to fail to produce satisfactory results.
One such business process Configure Price Quote (CPQ) solution requires high quality item / product data in their system to accurately configure their complex products and services and deliver a personalized quote to the customer.
About the Solution
Getting answers to above questions and allow business to gain insights, flow of accurate master data with downstream systems such as CPQ, ERP, CRM are essential critical success factors for seamless business process integration. iSteer’s Item data management solution powered by TIBCO EBX allowed business to connect ERP and CPQ, CRM, Analytical systems through a centralized, well governed “Item MDM solution”.
Solution Features
✓ On-demand PLM, Items, Part Type extraction workflow from ERP system ✓ Part Type data standardization based on enumerated values on Colour, Grill Type, Materials
✓ Perspective driven data search & selection criteria for business users ✓ Composite Part Type views allowing business team to choose right data over 200+ part types, a unique implementation hierarchy-based navigation ✓ Item Synchronization between this MDM, Baan ERP and Infor CPQ based on the RESTful API end points & JDBC connectivity
✓ The application allows the users to transfer multiple items to cloud & on-prem systems
✓ Error reports for providing interface error details
✓ Data Security based on user roles
Benefits:
Single source of truth
Consistent, high quality item / product information in a single place in the MDM , making downstream data dissemination easier and build trust worthiness of the item master data in the enterprise. This solution is record of all the key information about particular item of inventory. It includes all the part types , colour , grill type ,glass, material.
Data Governance and Security
With IT & Business teams involvement data assets are qualified and quantified to enable the business to maximize the value, A systematic policy based approach by data governance council enhances information collection, security, use , retention and deletion.
Reduced time to market
For complex customer configurations its essential that quality data to be organized centrally yet provide “site” specific types, allowing quick configuration, price and quoting process
Innovative Company Image
Ability to access latest master data, timely and accurately will result in great customer satisfaction and open avenues for cross and upselling.
Reduced IT Costs
Having a single container of master data , MDM solution eliminates the need of maintaining multiple copies of master data & associated maintenance activities.
Unlocking Predictive Sales Power with AI by Workato
In today’s data-driven world, managing sales processes efficiently requires more than just automation—it needs predictive insights that anticipate challenges and highlight opportunities. AI by Workato, integrated with Salesforce, empowers sales teams with actionable data, real-time forecasts, and intelligent automation, transforming how enterprises manage their sales pipelines.
The Challenge of Predictive Sales Management
Sales forecasting and opportunity management are complex, often requiring manual updates, subjective insights, and time-consuming processes. This not only slows decision-making but introduces errors that affect deal closures and revenue expectations. Sales teams need a solution that not only automates tasks but also provides data-driven, predictive insights.
AI by Workato: Shaping the Future of Sales
By leveraging AI by Workato , organizations can shift from reactive sales management to proactive strategies. AI delivers predictive forecasts, opportunity scoring, and automated follow-ups that align sales processes with data insights, offering sales teams the agility needed to close deals faster.
Key Features of AI-Enhanced Sales Management:
- Predictive Opportunity Scoring: AI by Workato continuously analyzes data from Salesforce, scoring opportunities based on factors such as interaction frequency, deal stage, and sentiment analysis. The AI model updates scores in real-time, allowing sales teams to focus on high-value deals and flag at-risk opportunities
- Sentiment Analysis on Communications: Natural Language Processing (NLP) by AI analyzes emails, call logs, and meeting transcripts stored in Salesforce. It identifies potential risks by flagging negative sentiment or lack of engagement, enabling sales reps to intervene early and re-align their strategies.
- Real-Time Sales Forecasting: By integrating historical performance and current opportunity health scores, the system generates highly accurate sales forecasts. As opportunities progress or new data comes in, forecasts are automatically updated, helping sales leaders make informed, up-to-the-minute decisions.
- Automated Follow-Ups: Workato recipes automate the follow-up process, triggering actions like sending emails or scheduling calls based on opportunity health scores. For example, if an opportunity stagnates, an automated follow-up is sent to re-engage the client, ensuring that no high-priority deal is neglected.
- Customizable Dashboards via Workato Insights:Workato Insights provides real-time visibility into key metrics, such as opportunity health and forecast accuracy. Sales managers can view detailed reports, analyze trends, and take immediate action based on AI-driven data presented in customizable dashboards.
Workato Recipes and Insights: The Backbone of AI-Powered Sales
At the heart of this AI-driven solution are Workato recipes and Workato Insights—automation workflows and analytics that work together to provide seamless integration between AI, Salesforce, and sales operations. Workato Insights enhances the analytics experience, offering detailed dashboards and real-time data that allow sales teams to make data-driven decisions.
- Recipe for Opportunity Scoring with Workato Insights: Workato recipes pull opportunity data from Salesforce and feed it into AI models. Workato Insights then analyzes key sales metrics, providing detailed reports and dashboards showing how opportunities evolve over time.
Example Recipe:
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Trigger: New opportunity created in Salesforce.
Action: Analyze and score opportunities using AI by Workato and Workato Insights. Action: Update Salesforce with the score and display insights on dashboards
- Recipe for Sentiment Analysis with Insights: Emails, meeting notes, and call transcripts are automatically analyzed for sentiment using AI by Workato. Workato Insights stores and displays these results, allowing sales reps and managers to prioritize opportunities based on communication patterns.
Example Recipe:
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Trigger: New communication log in Salesforce.
Action: Analyze sentiment using AI.
Action: Update opportunity with sentiment score and display insights in dashboards.
- Recipe for Predictive Sales Forecasting with Workato Insights: Workato recipes generate sales forecasts using AI-driven predictions, while Workato Insights provides visualizations and dashboards for sales leaders to monitor forecast accuracy and identify trends.
Example Recipe:
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Trigger: Weekly sales data update.
Action: Calculate new forecast using AI predictions.
Action: Update Workato Insights dashboards with forecast data generated by AI predictions. Why AI by Workato is Essential for Modern Sales Teams
- Data-Driven Decision Making: AI replaces guesswork with concrete data, empowering teams to act based on accurate opportunity health and sentiment analysis. ● Increased Forecast Accuracy: The combination of AI predictions and Workato Insights ensures that sales forecasts are more reliable than manual estimates. ● Higher Deal Closure Rates: Proactive alerts and automated follow-ups mean fewer deals fall through the cracks, leading to higher closure rates.
- Efficiency and Speed: Automating time-consuming tasks like follow-ups and scoring allows sales reps to focus on engaging with high-value leads.
AI by Workato and Workato Insights: Beyond Sales Automation
What sets this solution apart is the seamless blend of AI and automation with powerful analytics from Workato Insights. While traditional tools focus solely on task automation, AI by Workato adds the dimension of intelligence and prediction. Coupled with Workato Insights, businesses can visualize their data, adjust strategies in real-time, and continuously improve sales outcomes.
Conclusion: Shaping Sales Success with AI by Workato and Workato Insights
AI by Workato, enhanced by Workato Insights, takes sales management to the next level, providing more than just automation—it offers predictive power, intelligent insights, and real-time visibility. Sales teams are equipped to make smarter decisions, close deals faster, and forecast with accuracy, all while automating repetitive tasks. This makes it an invaluable asset for modern sales teams looking to stay competitive in a data-driven world.
Ready to unlock the full potential of AI in your sales operations? Reach out to us for a demo and see how Workato and Workato Insights can transform your sales process into an intelligent, automated powerhouse. Contact us today at sales@isteer.com to get started.
Transforming Invoice Processing with AI-Driven Accounts Payable Automation
Managing thousands of invoices monthly can be overwhelming for enterprise organizations, leading to inefficiencies, delayed payments, and compliance challenges. Leveraging Workato Intelligent Document Processing (IDP) and Workflow Apps, this use case streamlines Invoice Processing and Accounts Payable workflows, transforming traditionally manual processes into automated, efficient, and error-free operations.
The Problem with Traditional Invoice Processing
Organizations handling vast amounts of invoices manually face several challenges—data extraction errors, delayed processing times, and inefficient purchase order (PO) matching. These issues not only cause payment delays but also create bottlenecks in accounts payable (AP) processes.
AI-Powered Invoice Processing: A Game-Changer
With Workato’s IDP and Workflow Apps, organizations can implement an AI-driven invoice automation system. This system automates data extraction from invoices, validates it against POs, triggers approvals, and posts validated invoices to ERP systems, all while reducing manual intervention and operational errors.
The Power of Workato’s IDP: No Training Required
Unlike many traditional OCR tools, Workato’s Intelligent Document Processing (IDP) doesn’t require manual document training. You don’t need a dedicated team to train the system for specific formats like invoices, contracts, or receipts. Workato IDP leverages pre-built models that automatically recognize document patterns and extract key fields without a console for manual training.
If discrepancies arise, schema refinements or workflow adjustments can easily correct the extracted data. However, the process remains highly automated, eliminating the need for complex training workflows commonly found in other OCR tools.
Key Features of AI-Enhanced Invoice Processing:
- Automated Invoice Capture: Workato IDP automatically ingests invoices from various sources (e.g., emails, cloud storage) and extracts essential details like invoice number, vendor name, PO number, and amounts, regardless of the invoice format.
- Data Validation and PO Matching: After extracting invoice data, Workato IDP matches it against the corresponding PO in the ERP system, ensuring accuracy in quantities, pricing, and totals. Discrepancies are flagged for manual review, preventing errors in payments.
- Approval Workflow Automation with Workato’s Workflow Apps: For invoices that pass validation, Workato’s Workflow Apps trigger approval workflows based on predefined business rules. These workflows automatically route invoices to the appropriate approvers via Slack, Microsoft Teams, or email, ensuring a streamlined and timely approval process. Approvers can quickly review and approve invoices within their preferred platforms, ensuring efficiency and reducing delays.
- ERP Integration and Payment Processing: Once an invoice is approved, Workato posts it directly to the ERP system (e.g., SAP, Oracle, NetSuite), triggering the payment process and updating the invoice status in real time.
- Handling Exceptions: Invoices with data mismatches trigger exception workflows, sending notifications to relevant teams for resolution. Automatic follow-ups ensure that exceptions are not overlooked.
- Real-Time Analytics & Dashboards: Workato Insights provides real-time dashboards that monitor the status of invoices, approvals, and exceptions. Finance teams can track bottlenecks, processing times, and overall AP efficiency.
Business Impact for Enterprise Organizations
- Reduced Processing Time: AI-driven automation significantly cuts down the time required to process each invoice, speeding up payments and improving vendor relationships.
- Cost Savings: By automating repetitive tasks like data entry, validation, and approvals, organizations save on operational costs and reduce the risk of human errors. 3. Improved Accuracy: Workato’s IDP and Workflow Apps ensure that invoices are processed accurately, leading to correct payments and minimized financial discrepancies.
- Enhanced Compliance: With a comprehensive audit trail and automated compliance checks, enterprises can meet internal and external regulatory requirements effortlessly. 5. Increased Vendor Satisfaction: Timely payments and automatic vendor notifications enhance vendor relationships and reduce back-and-forth communication.
Why This Solution is Innovative
This use case leverages Workato’s IDP for extracting unstructured data from invoices and Workflow Apps to automate approval flows, ensuring fast and accurate processing. By integrating these components with ERP and AP systems, the solution delivers operational efficiency, reduces costs, and enhances compliance. iSteer’s packaged solution also addresses current limitations of Workato’s IDP, such as handling only 5-page documents, by enabling successful processing of invoices or contracts with more than 5 pages. This makes our solution ideal for enterprises handling complex, multi-page documents.
Conclusion: Transforming Invoice Processing with AI, Workato’s IDP, and Workflow Apps
AI-powered Invoice Processing, combined with Workato’s IDP and Workflow Apps, revolutionizes how organizations handle accounts payable. By automating data extraction, validation, approvals, and payments, enterprises can achieve efficiency, cost savings, and improved compliance.
Ready to experience the power of Workato’s IDP in real time? Bring your own invoices, and we will execute the process right in front of you, so you can see firsthand how IDP transforms invoice management.
Contact us today at sales@isteer.com to schedule a demo and explore how Workato can streamline your AP workflows.
Revolutionizing Automation: iSteer's AutomateBI Dashboard for Real-Time Error Management
In today’s fast-paced business world, automation is essential for smooth operations, time savings, and reducing mistakes. However, managing the myriad of software applications involved in business processes can become complex, leading to errors that slow things down.
For most enterprises, the Procure to Pay process is critical and relies on seamless integration of multiple applications, with SAP S4 HANA at its core. Any disruptions in this process can significantly impact your operations. That’s where we come in.
We understand these challenges, and our solution, AutomateBI, is designed to simplify your life. AutomateBI is an error and audit dashboard built on the Workato integration platform. It not only helps you manage errors in real-time but also provides the insights needed to prevent them from happening.
With iSteer’s AutomateBI, you gain:
- Real-time Visibility: Receive instant notifications about errors, allowing you to address them promptly.
- Streamlined Resolution: AutomateBI guides you through fixing errors quickly and efficiently.
- Enhanced Efficiency: Improve your overall operations and save valuable time with AutomateBI.
AutomateBI is your partner in achieving smoother, more efficient business processes. From Manual Chaos to Automated Clarity: Conquer Errors and Reclaim Control
In many organizations, managing errors through manual processes like spreadsheets can create chaos and delays. These time-consuming and error-prone methods often hamper decision-making and efficiency, leaving users grappling with outdated and inaccurate information. iSteer’s revolutionary dashboard offers a solution to streamline and automate error management, transforming the way businesses handle these challenges.
Why We Need iSteer’s AutomateBI Dashboard
In an interconnected business environment, even minor automation errors can cascade into significant disruptions. Integration failures can halt critical processes like purchase orders and payments, affecting overall productivity and business continuity. Traditional methods of error
management are no longer sufficient. Real-time monitoring and instant resolution are essential to maintain operational efficiency and ensure seamless workflow.
The Solution: iSteer’s AutomateBI Dashboard
Imagine having a powerful tool that identifies and corrects automation issues in real-time. That’s what iSteer’s Automate Dashboard does. Here’s how it transforms the automation landscape:
- Centralized Monitoring: The dashboard offers a unified view of automation errors, ensuring that users can monitor and address issues from a single, comprehensive platform.
- Near Real-Time Data: Data is refreshed every two hours, providing users with almost instantaneous insights into automation errors. This ensures prompt identification and resolution of issues, maintaining the flow of operations.
- Role-Based Access: Users are given specific roles and access based on their job functions and business units, ensuring they see only relevant errors, enhancing security and efficiency.
- Error Categorization: Errors are categorized based on messages from applications like Coupa and error codes from SAP or other systems. This precise categorization aids in quicker error resolution.
- Actionable Insights: The dashboard displays the action party, root cause, and resolution steps for each error, providing users with clear guidance on how to address issues.
- Historical Analysis: Users can analyze error trends and patterns over time.
Benefits of the iSteer’s AutomateBI Dashboard
The implementation of iSteer’s Automate Dashboard offers several key benefits:
- Improved Efficiency: Automated error reporting and near real-time insights reduce the time spent on manual reporting and analysis, allowing users to focus on resolving issues.
- Enhanced Decision-Making: Accurate and timely information aids in better decision-making and proactive issue resolution.
- Increased Flexibility: Customizable views ensure that users have the flexibility to tailor the dashboard to their needs.
- Secure Data Handling: Role-based access ensures that sensitive information is only accessible to authorized users, maintaining data security.
- Broad Applicability: The framework’s versatility means it can be integrated into various business processes, enhancing error management and automation across different departments.
- Future-Proof: The dashboard’s extensibility with AI capabilities ensures that it can evolve with technological advancements, providing predictive insights and intelligent automation.
Key Components of the Dashboard
Audit Framework
- Overview: A common functional recipe for audit records is utilized across all interfaces, pushing batches of audit records to a centralized database.
- Features:
– Standardized Logging: Ensures uniformity and consistency in logging across all recipes.
– Comprehensive Tracking: Facilitates comprehensive tracking of actions performed by Workato recipes.
– Simplified Analysis: Centralized storage of logs in a database enables easy analysis and reporting.
Error Framework
- Overview: A common functional recipe for error logging categorizes errors based on error codes, stores them in a database, and sends notifications via email. ● Features:
– Simplified Error Handling: Provides a centralized approach to error handling, reducing complexity and redundancy.
– Customizable Notifications: Configurable notifications to specific parties based on errors.
– Integrated Analysis: Integration with Power BI dashboards enables comprehensive analysis and visualization of error data.
Integration Error Dashboard (iSteer’s AutomateBI Dashboard)
The Power BI dashboard provided by iSteer offers a comprehensive view of automation errors by fetching data from the Workato database. This high-level tool includes various features to streamline error management. Audit logs and error logs track and store detailed records of all interface activities and errors, respectively. Error notification settings ensure that errors are categorized and notified appropriately. The dashboard also maintains various hierarchies such as different business units, functional units, and support teams along with their respective lists of interfaces. Moreover, it provides historical error statistics, including daily counts, based on the defined hierarchy.
Role-based access control ensures secure and relevant access to users based on their roles. The outstanding errors overview categorizes and displays all unresolved errors, making it easier for users to identify and address issues promptly. For further details, reach out to iSteer.
Ease of Integration
Integrating the AutomateBI Dashboard into existing workflows is straightforward and seamless. iSteer provides a comprehensive setup guide and support to ensure a smooth implementation. The dashboard is designed to be user-friendly, requiring minimal training for end-users. Its integration with Workato’s powerful automation capabilities ensures that data flows smoothly, and errors are captured and addressed in real-time, without disrupting ongoing processes.
Conclusion: Transforming Automation Management for the Future
iSteer’s AutomateBI Dashboard, powered by Workato and PowerBI , represents a transformative leap in automation error management. By providing a centralized, real-time view of automation errors and equipping users with actionable insights, the dashboard enhances the efficiency, scalability, and reliability of automation processes. iSteer’s innovative approach not only simplifies error handling but also empowers organizations to make data-driven decisions swiftly and accurately. This commitment to leveraging cutting-edge technology ensures that businesses can maintain seamless operations and focus on growth.
Ready to transform your data integration and automation capabilities?
Contact us today at sales@isteer.com to explore how iSteer can empower your organization to streamline workflows and optimize data operations for the future.
Transforming Healthcare with AI-DrivenTranscript Processing: A Game-Changer for Clinician-Patient Interactions
In the healthcare industry, every interaction matters—especially those between clinicians and patients. As patient care increasingly shifts to virtual platforms, it’s vital to ensure that every consultation is optimized, recorded, and analyzed to enhance care delivery. Imagine a system that can not only capture every detail from virtual meetings on platforms like Google Meets, Zoom, or Microsoft Teams but also analyze those conversations to extract critical insights. Now, add to that the ability to match patients with the most suitable healthcare professionals based on their specific needs—whether it’s their specific medical condition or behavioral patterns, particularly in cases involving specialized care for conditions like autism.
iSteer has built a packaged solution that integrates these functionalities seamlessly into healthcare environments, allowing healthcare providers to immediately benefit from this advanced automation technology. This is the power of integrating AI by Workato into virtual healthcare workflows.
The New Frontier in Patient Care:
Seamless Transcript Processing. Today’s healthcare organizations face a dual challenge: managing large volumes of patient interactions while ensuring personalized care. With AI-powered automation, managing these conversations becomes significantly easier. Here’s how the integration of Google Meets, Zoom, or Microsoft Teams with Workato can enhance patient care by transforming transcript processing into actionable insights.
Automatically Capture and Process Transcripts:
First, integrating Google Workspace, Zoom, or Microsoft Graph API (for Microsoft Teams) with Workato ensures that every virtual meeting’s transcript is captured and processed in real-time. This workflow ensures that patient consultations are documented, and vital details such as symptoms, treatment plans, and patient concerns are readily available for further analysis. The transcript retrieval process is entirely automated, meaning clinicians can focus on patient care, knowing the system will store every detail accurately and promptly.
AI-Powered Insights for Clinician-Patient Conversations:
Once the transcript is captured, the AI by Workato connector steps in. This powerful tool analyzes the transcript to assess key information like:● Patient symptoms or specific criteria for diagnosis.
● Treatment recommendations and care plans.
● Behavioral patterns, especially in cases requiring specialized care, such as working with children or patients with autism.
These insights help clinicians and healthcare teams make informed decisions based on real-time data extracted from patient conversations.
Matching Patients to the Right Technicians or Healthcare Professionals
One of the most critical aspects of patient care is ensuring that the patient is matched with the right healthcare professional. Whether it’s a technician, nurse, or therapist, AI by Workato analyzes patient discussions and suggests the most suitable professional based on the patient’s specific needs.
For example, in autism care, where behavioral patterns and specialized treatment play a pivotal role, the AI system reviews these factors and ensures that the assigned healthcare professional is well-equipped to handle the patient’s condition.
Practical Use Case: How It Works
Let’s look at how this works in practice. A clinician and patient engage in a virtual consultation through Google Meet, Zoom, or Microsoft Teams. The system automatically captures the transcript of this interaction, and AI by Workato analyzes the conversation, highlighting key symptoms and treatment plans. The AI system then identifies a technician with the right skills and experience, ensuring the patient gets the specialized care they need, such as in autism treatment.
All this happens seamlessly, reducing the burden on healthcare providers while enhancing the quality of care delivered.
Documenting and Storing Critical Data
Storing critical patient information, including meeting transcripts and AI-generated summaries, is just as important as generating it. This integration allows healthcare providers to store patient data in:
- Google Sheets for easy sharing.
- Healthcare CRMs like Salesforce, HubSpot, Zendesk or Zoho to track patient interactions.
- Databases like MySQL or PostgreSQL for long-term storage and compliance.
With everything documented and accessible, healthcare teams have the information they need to provide continuous care, track progress, and make informed decisions.
Demonstrating Impact: Preparing for the Future of Healthcare
The benefits of integrating AI-driven transcript processing go beyond day-to-day operations. The proof-of-concept phase allows healthcare providers to test the system in real-world scenarios, such as patient consultations or care planning sessions. This helps demonstrate the tangible impact AI can have on improving patient outcomes.
By showcasing AI’s role in summarizing conversations, generating insights, and making technician-patient matches, healthcare organizations can see how AI can elevate patient care to new heights.
Unlocking the Full Potential of AI in Healthcare
This AI-powered transcript processing solution is ideal for healthcare organizations that deal with frequent patient interactions, especially in specialized care fields like pediatrics, autism, or chronic disease management. By leveraging tools like AI by Workato, healthcare teams can automate the administrative aspects of patient care, allowing clinicians to focus on what matters most—delivering personalized, high-quality care.
As virtual care continues to expand, the ability to capture, analyze, and act on patient conversations will become a cornerstone of modern healthcare. With this solution, healthcare providers can stay ahead, ensuring that every patient receives the care they need, tailored to their specific conditions and behavioral patterns.
See the Solution in Action
If you’re interested in seeing how this AI-driven transcript processing solution can transform your healthcare workflows, reach out to iSteer for a personalized demo. Our team will walk you through the entire process—from transcript analysis to technician matching—and show how our solution can be customized to meet your organization’s unique needs. Contact us today at sales@isteer.com to get started.
Unlocking hidden cloud cost
In today’s hyper-competitive business landscape, leveraging the cloud’s agility and scalability is no longer a choice, it’s a necessity. But for businesses like Sapiens, a leading insurance software provider, managing the ever-growing costs associated with sprawling cloud environments can be a hidden monster, silently draining budgets and hindering innovation.
The Challenge: Lost in a cloud of cloud Bills.
While the cloud offers unparalleled scalability and agility, managing costs across diverse cloud platforms can be a complex and time-consuming task. Traditional methods often leave businesses drowning in a sea of siloed data and disparate bills, making it nearly impossible to gain a holistic view of cloud spending. This lack of visibility can lead to:
Hidden Costs: Overutilized resources, duplicate services, and inefficient configurations can silently drain cloud budget.
Poor Decision-Making: Without a clear understanding of cloud spend, making informed decisions about resource allocation and optimization becomes a guessing game.
Budget Overruns: Inconsistent cost monitoring can lead to unpleasant surprises when the bill arrives, jeopardizing financial stability and hindering growth initiatives.
Sapiens Challenge: The Need for a Cloud Cost Management
Sapiens, like many businesses, faced these very challenges. Their cloud-based software empowers insurance companies to innovate and thrive in the digital age. But even with a best-in-class platform, managing their cloud spend across various providers proved to be a significant hurdle. They needed a solution that could:
- Unify Cost Data: Gain a single pane of glass view into their cloud spending across all cloud providers, eliminating data silos and ensuring complete transparency.
- Optimize Resource Allocation: Identify cost drivers and optimize resource usage to ensure they were getting the most out of their cloud investment.
- Control Spending: Proactively manage cloud costs with near real-time insights and anomaly detection to prevent budget overruns and maintain financial control.
The Sapiens, iSteer solution on Microsoft Fabric: A Beacon of Hope
Sapiens stepped in to collaboration with iSteer a leading cloud solutions provider to slay the hidden costs. With implementation of a robust multi-cloud cost analysis solution built on Microsoft Fabric, which led to paradigm shift where cloud cost data transforms into an engaging narrative with domain experience & technologies.
- Data model: Engineered a sophisticated data model, informed by the cost management aspects, which functions as the central hub for dissecting and evaluating cloud spending across a multitude of providers.
- Unified cost view: Dataflows within Fabric seamlessly collect cost data from Azure Blob Storage and Azure Cost Management, providing a consolidated view of spending and eliminating siloed information. Sapiens finally had a clear understanding of their true cloud costs.
- Actionable Insights: Fabric’s ability to transform raw cost data into a standardized format enabled in-depth analysis. Sapiens could now identify cost trends, pinpoint anomalies, and make data-driven decisions to optimize their cloud spending.
- Track Key Performance Indicators (KPIs): Focus on what matters most! Developed custom KPIs tailored to your business needs, such as cost per department, resource utilization rates, or return on cloud investment (ROCI). Monitor these KPIs in near real-time through dynamic dashboards, identify areas for improvement and optimize cloud spending strategy.
- Forecast budget: Implemented forecasting to create accurate budget forecasts. This proactive approach ensures stay within budget constraints and avoid unexpected cost overruns.
- Drill down for granular insights: Delve deep into your cost data, slicing and dicing it by specific projects, teams, or resources. This granular view empowered to pinpoint areas for further optimization and make data-driven decisions.
- Tailored custom calculations: Included custom metrics like cost per subscription, cost per resource, forecast by granularity, MTD, YTD, MoM% or the impact of scaling specific resources etc. These custom calculations unlock a new level of insights and empower you to analyse your cloud costs from every angle.
- Real-Time visibility: Sapiens gained real-time insights into their cloud spending, allowing for proactive cost management, and ensuring they stayed within budget.
- Significant cost savings: By optimizing resource allocation and identifying cost inefficiencies, Sapiens was able to significantly reduce their cloud expenses, freeing up valuable resources for innovation and growth.
Slay your hidden cloud cost monster. Partner with iSteer for, the all-in-one solution that unleashes clear cost visibility and data-driven insights.
CREDIT RISK SCORING : Determine creditworthiness and make better decisions
Perspective:
Managing credit risk is always a complex problem to solve with ever changing market volatility and customer demographics. Here at iSteer, we help our client realize the potential of AI & ML in risk evaluation of their customer credit worthiness and lending personalization using the credit risk models, not only limited to user behavior but by adding geo-political and economic status of the terrain of consumers.
Business Challenges in Consumer Loans
Archaic form of risk evaluation:
Perhaps paper based, or traditional risk modelling techniques are resource intensive and resulting to many denials.
Virtual Data Layer:
Credit firms establishing centralized virtual data store combines omni-channel data leveraging SOA principles such as decoupling, reuse, and agility with key information governance principles, such as abstraction, shared semantic models and data standards, to enable IT to build and deploy a layered, enterprise-wide data architecture, this serves as a unified, enterprise-wide view of customer, demographics, Bureau, loans, marketing, utilities and other “Alternate data”
No utilization of “Alternate Data”:
Organizations not realizing the value borrower’s current situation or other extenuating factors, such as demographics, Utilities, Insurance details, resulting to loosing borrowers to competition business.
Individualized Approach:
Lack of more granular and individualized approach limiting the business not to oer the differential pricing of interest rates Omni-Channel experience
Lack of cohesion in the organization to treat th omni-channel borrowers and lack of providing the customer 360, leading to customer attrition. A data foundational layer such as data lake powered by TIBCO can be a solution for managing the disparate data coming from various channels for its correctness, completeness, accuracy and provision of real-time data services.
The Proposed Solution:
A data foundational layer such as data lake powered by TIBCO can be a solution for managing the
disparate data coming from various channels for its correctness, completeness, accuracy and provision
of real time data services.
Virtual Data Layer :
Credit firms establishing centralized virtual data store combines omni-channel data leveraging SOA principles such as decoupling, reuse, and agility with key information governance principles, such as abstraction, shared semantic models and data standards, to enable IT to build and deploy a layered, enterprise-wide data architecture, this serves as a unified, enterprise-wide view of customer, demographics, Bureau, loans, marketing, utilities and other “Alternate data”
Enterprise Data Lake
An enterprise data lake combines streaming and interactive analytics and operates on based huge volumes of the structured, semi-structed and unstructured data pertaining to this solution , in a single easy-to-manage distributed cluster. Helps to persist the data and run heavy machine learning risk models to , This can be an optional data layer and iSteer recommends when there are heavy analytical work loads should be considered on vide varieties of data
Data science platform
This layer anchors as advanced analytical engine for the model selection, model training , configuration and create necessary workflows. The probability of the default score, customer credit risk profiling , customer segmentation and many more outcomes will be produced using state-of-the-art-data science platform allows organizations to expand the data science deployments across the organizations with flexible authoring and deployment capabilities/
Collaboration, Crowdsourcing, Governance: Define the future of data cataloging
iSteer’ s solution leverages the TIBCO Omni-Gen platform offers a robust, full-featured
data catalogue system encourages collaboration and crowdsourcing with capabilities
such as ratings, reviews, annotations, lineage, deprecations. This is the
human-machine interface that breaks down the organization silos and fosters the
culture of sharing- data sharing, knowledge sharing, process sharing, analysis sharing.
The solution becomes data epicentre connecting people, data, and use cases to meet
and exceed the enterprise business challenges.
Our solution addresses the key features of accessing heterogeneous data across the
business, operational & field systems, and visualization against a backdrop of spatial
frameworks and provide meaningful contextual analysis. Yet this huge data is often
trapped in individual department silos throughout the enterprise. With numerous
disparate information technology (IT) as well as operational technology (OT)
software systems, changes to one system are often not adequately reflected in the
others. It becomes very crucial to define the critical data assets by crowdsourcing
and collaborating among business & technological teams to be able to derive
meaningful business information from the data. The goal of the comprehensive
solution is to gather and consolidate metadata, data quality, data lineage, rule
management from a variety of sources and displays it in a timely and meaningful way
to the business & technical users for driving your digital transformation initiatives
DO YOU HAVE THESE CHALLENGES?
Disparate Data Sources:
When the information exists in separate silos and never fully comes together, could be
holding your data or digital transformation initiatives, particularly analytical needs.
Data Trustworthiness:
Increased need of data sharing among multiple business units and organizations,
and you cannot define its trustworthiness or quality of the data.
Data Inventory:
Unavailability of catalogue of the data assets, data lineage and rules, holding up your
downstream system requirements.
Data Governance:
Lack of data governance counsel, no ownership on the data.
Data Compliance:
No central place to organize and retrieve information in a manner that helps your
organization to comply with regulations such as GDPR.
COLLABORATION AND CROWDSOURCING WITH DATA CATALOGUE AND DATA GOVERNANCE:
Our solution provides a clean separation of data discovery, data lineage, integration,
data quality, and data governance tiers. It features a pluggable framework to allow
required integrations, functionalities, and features to expand over time. Our crowd sourcing solution enables almost everybody in your organization with equal
and full rights and is encouraged to participate. Everyone has self-service access to
add key data elements, propose business metrics, flag a data type, request data
sharing, and more. Powered by TIBCO’s Omni-Gen platform that includes appropriate
clean and control tools (e.g., Data Quality, Rule Management, workflow, commenting,
suggestions, machine learning, etc.) you can grow a very collaborative community
including norms that provide a very resilient barrier against total chaos.
CI/CD for TIBCO Scribe Migration Using Azure DevOps
Overview
Every client typically maintains multiple environments, such as DEV, UAT, SIT, and PROD. When they need to migrate or move TIBCO Scribe solutions from one environment to another, the process often involves manual work. This manual effort can lead to errors during migration, increasing the risk and time required. To overcome these challenges, we can leverage TIBCO Scribe APIs, PowerShell scripting, and Azure DevOps CI/CD pipelines to automate the migration process. This approach ensures a seamless, error-free, and efficient migration across environments.
Problem Statement
Migrating Tibco Scribe solutions between organizations can be a time-consuming and error-prone manual process, especially when dealing with multiple deployments. This blog post outlines a solution using Azure DevOps to implement a CI/CD pipeline that automates the migration process, saving you time and effort.
What is TIBCO Scribe?
TIBCO Scribe is a cloud-based integration platform that simplifies data migration, replication, and integration between applications and data sources. It provides tools for building, deploying, and managing integrations, allowing organizations to automate workflows across their ecosystem effectively.
What is CI/CD in Azure DevOps?
CI/CD (Continuous Integration and Continuous Deployment) in Azure DevOps is a development practice that enables teams to build, test, and deploy code changes in an automated and streamlined manner. Azure DevOps provides a suite of tools for creating pipelines, managing repositories, and deploying applications across environments such as Development (Dev), User Acceptance Testing (UAT), and Production (Prod).
Authentication and Authorization
To manage multiple TIBCO Scribe organizations (Dev, UAT, Prod), authentication and authorization are performed using token-based authentication in API requests.
Generate Token: Use secure credentials to generate a token that provides temporary access for API requests. This token is used in place of username and password to enhance security.
Authenticate Requests: All API calls, such as retrieving solutions or migrating them, are authenticated using the token in the headers. This ensures secure and streamlined access to resources across all environments.
Base API Endpoint: https://agent.scribesoft.com/v1/
Scribe APIs for Migration
Below are the key APIs used for the migration process:
Get Organization Details (Org ID): Retrieves the source and destination organization IDs required for migration.
GET /v1/orgs
Get Solution ID: Fetches the unique solution ID from the source organization.
GET /v1/orgs/{orgId}/solutions
Get Destination Agent ID: Retrieves the agent ID for the destination organization to ensure the solution is migrated to the correct environment.
GET /v1/orgs/{orgId}/agents
PowerShell Script for Migration
The following steps outline a PowerShell script to automate the migration process:
1. Authenticate with Scribe
Authenticate using API credentials to access the Scribe API.
2. Check if Solution Exists in the Destination Organization
Ensure the solution does not already exist in the destination environment to prevent duplication.
3. Validate Connections in Destination Organization
Verify that all necessary connections exist in the destination organization before migrating the solution.
4. Migrate the Solution
Perform the migration by exporting the solution from the source organization and importing it into the destination organization.
Conclusion
By leveraging Azure DevOps CI/CD pipelines and PowerShell scripting makes TIBCO Scribe solution migration across multiple organizations straightforward and efficient. Automation ensures that the process is consistent, minimizes manual effort, and speeds up deployment timelines. With secure token-based authentication and API integration, the migration becomes more reliable and error-free.
How iSteer can help you with this solution?
At iSteer, we understand the challenges of migrating TIBCO Scribe solutions. Many of our clients have faced similar hurdles, struggling with complex and time-consuming migrations. There is a direct document available to implement this solution, providing a clear, step-by-step guide to ensure a seamless migration process. To address these challenges, we’ve developed a streamlined, automated CI/CD solution that has successfully helped countless clients move their solutions quickly and efficiently.