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User setup and configuration

Case for Automation

Apart from HR involvement, the onboarding process involves the IT department
with configuring and setting up new users’ workstations. This process—which
includes installing software and drivers, as well as setting up OS in the IT
infrastructure—may take up to 8 work hours when performed manually. This
adversely affects the productivity of the IT team as well as the new employee.

Bot Activities

  • Builds list of relevant, drivers, and OS in Excel spreadsheet
  • Logs into corporate systems and sets up email service
  • Creates accounts for relevant corporate CRM and ERP systems
  • Configures user workstation parameters
  • Creates report on each stage of setup and configuration
  • Resolves inefficiencies and delays within IT onboarding process
  • Emails stakeholders upon completion of tasks
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