Where we fit

Imagine if you were to plot the repititive, data-driven processes in your organisation by their complexity and volume (being the frequency or number of people involved).
SolveXia automates processes that are high value, specialised and niche, often understood by a small team of experts such as actuaries and accountants, often relying on complicated spreadsheets, macros and Access databases.

Our approach to automation

Technology

Enterprise grade platform for automation, data management and analytics. No Coding.

People

Expertise in process analysis, re-engineering and automation.

Licensing

Simple, SaaS licensing. Cloud-based (on-premises available).

What it means for you

Automate up to 10x faster without relying on programmers.
Do it your way. We can automate for you or train your staff.
Adopt a culture of agility and continuous improvement.

What we automate

Reporting

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Reporting

Reports that track performance, aid decision making and enable compliance are a perfect fit for SolveXia’s library of robots.

Collect, validate and manipulate data from your various source systems, databases and files and produce and distribute the reports you need well before your deadlines and in a way that ensures confidence in the accuracy and quality of the information produced.

Examples:

  • Daily sales reports
  • Monthly business performance reports
  • Regulatory submissions

Modelling

Modelling

Forecasting, optimisation and actuarial projections are just a few examples of modelling solutions being run on SolveXia. The platform can be used to prepare and validate input data, run your model and then produce reports using results from your model.

Shave days off your monthly or quarterly modelling tasks, take comfort in knowing the results you are analysing have been produced “to spec” and be confident that the intimate knowledge for your modelling process is centralised and documented.

Examples:

  • Air travel forecasting and revenue optimisation
  • Life insurance actuarial projections
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Workflow

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Workflow

Whether it is approving expense reimbursements or tracking accounting policy exceptions, experience has shown us that no two organisations are the same when it comes to workflow – courtesy of your unique product or service, culture and organisation chart.

With this in mind, SolveXia offers the flexibility you need to configure and facilitate workflow that “just works”. Our “email confirmation” robot can be dropped in at any point in a process to contact approvers, collect their feedback and then trigger rules to route the workflow.

Examples:

  • Payment approvals and expense reimbursements
  • Accounting policy exceptions

Analytics

Analytics

Are your Access databases and spreadsheets just not cutting it anymore? How do you keep up with growing data volumes and demanding timelines without having to burden your IT with another large enterprise implementation?

SolveXia’s “managed tables” offer a simple migration path away from desktop tools. Built on SQL Server Enterprise, managed tables offer a powerful, yet user friendly way for wrangling large sets of data whilst our embedded business intelligence (BI) capability allows you to produce beautiful visualisations.

Examples:

  • Life insurance lapse analysis
  • Corporate travel analytics
  • Analysis of change
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Business rules

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Business rules

Profiling and tagging your data and then performing calculations based on those tags is often left to clunky spreadsheets and cumbersome scripts with the critical knowledge of the “rules” often understood by a select few.

SolveXia’s ability to quickly assemble, analyse and calculate data has made painful, error prone processing of business rules a thing of the past. Often coupled with some re-engineering, the platform consolidates knowledge (often spread across people, files and code) and transforms the way the business is able to manage rules going forward.

Examples:

  • Reinsurance bordereaux
  • Reinsurance recoveries
  • Rebate calculations for wealth management and pharmaceuticals

Integration

Data integration

Most companies today have several core systems, followed by an array of less important applications and then thousands (if not more) spreadsheets, databases and other end-user managed tools. At this very moment, someone in your organisation is taking two extracts, from two different systems, and is performing an Excel vlookup to join the two data sets together.

SolveXia’s ability to quickly interpret and mash together various data sets makes it very easy to automate a number of data integration tasks such as reconciliations and mapping exercises.

Examples:

  • Trial balance mapping
  • Daily unit price reconciliation
  • Data warehouse to source reconciliation
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Save time. Improve data quality. Empower your decision making.