PROBLEM and SOLUTION

The Problem: Repetitive, Costly Human-Intensive Tasks

Over the past two decades, organizations have migrated their older on-premise software to newer web-based (Software as a Service, or SaaS) applications for managing their operations, from accounting to customer service to sales. A significant market opportunity now exists for AI-enhanced agents work together between major SaaS platforms, thereby automating routine, repetitive data entry tasks, such as:

• E-Commerce. An inquiry is emailed from a web form, indicating a prospect's area of interest; a record needs to be created for that prospect in Salesforce, and the appropriate sales rep assigned. Alternately, an inquiry from an existing customer should ideally be analyzed for the customer's state of mind - sentiment analysis - to be handled properly.
• Retail New customer data is entered into Dynamics 365, and needs to be added to a MailChimp customer mailing list.
• Branch Office. A scanned P.O. is received from a franchise and because it's recognized as an order for corporate signage, needs to be entered into SAP (as a purchase order) and into the suppliers's Sage Intacct system (as a sales order).

An extraordinary amount of manual labor is expended on mundane tasks like these. Intelligently observing and figuring out what data goes where has been a relatively straightforward, if tedious, task for human script programmers for decades - not ground-breaking computer science, but the "meat and potatoes" of savvy office automation. Replacing the computer programmer with a monitor which observes the workers' actions and automatically creates an intelligent, flexible, exception-handling agent is the natural next step. Enter WorkDone.

Our Solution: WorkDone Monitor

The primary purpose of WorkDone is automating human-intensive tasks, learning from the execution of these tasks, and creating repeatable agents that are constantly being improved through learning.

At WorkDone, our goal is to replace millions of hours of repetitive cross-application data entry with Machine Learning-enhanced Agents. Our Expertise Capture technology monitors activities and decisions across SaaS platforms, then derives rules, or "work heuristics" about the user's business processes. The WorkDone Agent is trained simply by observing the end user, requiring no user training or programming.

Our Solution: WorkDone Dashboard

The WorkDone Dashboard displays Agent-related metrics (savings per day/week/month/year) and listings of available agents with the SaaS platforms supported. A safe, trusted agent eco-system is necessary for agents to achieve their full potential. In addition to securing identities, passwords, and customer data; a secure, audit trail of every session ensures that anomalies can be researched and addressed for compliance tracking and organizational learning. WorkDone Agent communications are encrypted before transmission, ensuring secure data interchange, delivering trusted transactions.

Our Solution: WorkDone Marketplace

Because every SaaS business application is regularly upgraded without user intervention, users are always using the latest version. Instead of multiple versions of on-premise software, often within a single organization, there is only one, consistent SaaS program interface. Systems integrators are made aware of any changes to the program interface, so there are no surprises. There is already a thriving business for integrations between applications but creating them has - until now - required expensive programming. Every major SaaS business application - Salesforce, Sage Intacct, NetSuite, etc. - has an online marketplace listing just these sorts of integrations.

This means that integration between two SaaS platforms can nowadays be done once, and updated only when or if the SaaS programming interface is significantly modified. (SaaS customers are often allowed to customize and modify screens, adding customer-specific labels to certain fields, removing others, but the underlying architecture and programming remain the same.) However, today most organizations need to coordinate between several SaaS applications on a daily basis. Buying and installing custom integrations for any two SaaS applications becomes a chore in itself. Far better to have a single platform which can run any number of intelligent agents.

The more organizations move away from on-premise desktop apps and toward cloud-based SaaS apps, the greater the opportunity for standardization between cross-app data transfer. Whereas integrations between systems in the past were almost always one-off affairs connecting proprietary systems, today there is a real opportunity: given the right environment, agents created for one organization can (when it makes business sense) be re-licensed again and again as middleware to other organizations. Making their creation and distribution easier will result in a proliferation of intelligent agents. Spreading the costs of developing application program interfaces (APIs) for each SaaS app, and the effort of training intelligent agents, over multiple customers will both improve the availability and quality of agents, and lower the cost for customers.

The upshot is that anyone, including a non-programmer, who has trained an agent to accomplish a task, might wish to rent that agent to other individuals/organizations, provided there was a secure eco-system that guaranteed the provenance of the agent and the payment to its creator. Exactly as Apple has created with its App Store, the WorkDone Marketplace would guarantee that:

1. The agent has not been tampered with in the path between creator and buyer, whether before submission, while stored in the cloud, during download, or after download;
2. The buyer gets compensated for the hiring of the agent;
3. Users are allowed to provide and view other users' ratings for the agent;
4. The best agents are publicized on SaaS marketplaces and elsewhere, to increase awareness and sales.

Welcome to the WorkDone Platform!

TIMELINE