Digital assistants in business processes

Name: Digital assistants in business processes
Start: 2021-03-09T08:00:00Z
End: 2021-03-09T08:55:00Z

Frode Stenstrøm and Iselin from ProsessPilotene showed in a webinar how orders can be automated without writing code.

Frode Stenstrøm

Held: March 9, 20212 min read

In briefShow moreThe webinar showed an order scenario where a customer books consulting hours, and the order is approved automatically via an interactive card in Outlook.

The webinar showed an order scenario where a customer books consulting hours, and the order is approved automatically via an interactive card in Outlook.
Frode Stenstrøm and Iselin from ProsessPilotene built the entire flow in Power Automate without a single line of code, using Microsoft Forms Pro and a Dynamics database.
They showed how the same workflow could be reused from a contact-centre perspective, using Omni Channel and a simple chatbot built in Power Virtual Agents.
UI flows were demonstrated as a screen-recording-based way to fill in legacy line-of-business systems with no API, illustrated using the X Ledger finance system.
The webinar was presented as a practical example for marketing, sales or customer service teams wanting to digitise manual processes cheaply.

Frode Stenstrøm, senior advisor at ProsessPilotene, and his colleague Iselin, who built the demonstrations, showed how businesses can automate manual work without programming, using tools most Norwegian organisations already have through Microsoft 365. The starting point was a simple example of a consulting-services supplier and a customer ordering consulting hours.

They showed how an order is captured through Microsoft Forms Pro, logged as an order, and sent for approval to a consulting manager, who can approve it directly from an interactive card in an Outlook email, including on mobile. The entire workflow was built in Power Automate without a single line of code, and could be reused in a contact-centre context where a simple chatbot built in Power Virtual Agents takes orders via chat.

Finally, they demonstrated UI flows, a screen-recording feature in Power Automate that can fill in forms in line-of-business systems lacking an API or connector, illustrated by creating a project in the X Ledger finance system. The webinar summarised the possibilities for order intake, approval, chat channels and robot-driven data entry into legacy systems.

The recording is from ProsessPilotene's own webinar series and is relevant to marketing, sales and customer service managers considering simple process automation without IT development. The content reflects the tools and terminology of the time it was recorded; product names such as Power Virtual Agents and some connectors have since changed.

Watch the recording

Foredragsholdere

Frode Stenstrøm
Gründer og teknologistrateg
Som gründer og teknologistrateg i ProsessPilotene jobber jeg med å hjelpe virksomheter forstå og bruke teknologi som en strategisk kraft for bedre arbeidsprosesser, kundeopplevelser og beslutninger. Rollen kombinerer forretningsutvikling, teknologirådgivning, virksomhetsarkitektur og formidling. Jeg arbeider særlig i skjæringspunktet mellom AI, CRM, digitale plattformer, data, analyse og fremtidens arbeidsliv. En sentral del av rollen er å være brobygger mellom ledelse, fagmiljøer og teknologi. Det handler om å gjøre komplekse teknologiske muligheter forståelige, vurdere hva som faktisk skaper verdi, og bidra til at digitale løsninger blir en naturlig del av hvordan virksomheter jobber. Jeg bruker også rollen til å formidle faktabaserte perspektiver på hvordan AI og teknologi påvirker ledelse, organisasjoner, ansatte og kunder.