Checkbox is a multi award-winning No-code Workflow and Automation Platform, that enables experts to automate documents, workflow and assessments using drag and drop.
It isn’t every day that a new class of software is born. But after grappling with how best to articulate what the Checkbox platform does, and often being confused for other technology such as workflow or business process mapping software, we realised that we were in fact an unidentified class of technology. And so, the term ‘expert process automation’, or EPA, was born.
EPA is a technology that enables the digitisation and automation of expert knowledge and processes. Using EPA, a company can build software without programming skills that emulate the work of a subject-matter expert by using a no-code graphical user interface (GUI) to implement content, if-then logic, and actions.
A good way to think about EPA is that it is the other half of the relatively recent and popular RPA – robotic process automation. But whilst RPA is about replicating the exact actions a human user would take, EPA is about replicating the exact decisions and actions that an expert would take. So rather than automating the copying and pasting of cells from a spreadsheet into an invoicing system, it is automating the right questions that should be asked in determining an entity’s tax position, collecting that information and making an evaluation before producing a letter of advice.
EPA is also similar but different from expert systems. Whilst expert systems emulate the decision-making of an expert, they are limited to providing advice. EPA goes beyond this and fundamentally addresses the question: “What processes require experts?” and the answer to this question may or may not include advice, but may also include a variety of other actions such as providing documents or executing processes such as approvals.
And just in case it wasn’t clear, EPA is NOT artificial intelligence. It is instead, just a very accessible and comprehensive way to build programmatic intelligence. Though it is worth noting that RPA has been positioned before as a stopgap en route to intelligent automation where artificial intelligence and machine learning will provide trained judgments about future inputs. If that is the case, then EPA is even a step closer to that and foreseeably, even the foundation on which these intelligent automation platforms will be built.
EPA can be used in both back office and front office applications to automate processes that require an expert.
When used for back-of-house, EPA enables access to expert information at scale. Often faced with limited expert resources, organisations can use EPA to allow the self-service of expert knowledge which boosts productivity and enables staff to work more efficiently and accurately.
When used for front-of-house, EPA enables the productisation of services. Rather than being limited by available headcount and a time-and-material business model, EPA allows businesses to transform their services into digital products which can be used to deliver value-add to customers or generate new streams of scalable revenue.
Some benefits of using EPA include:
EPA is currently being used by financial institutions, insurance companies, law firms, business advisory companies, as well as in-house teams within enterprise corporations.
Example 1: Facilitating intake and triage
Example 2: Making assessments and drawing conclusions
Example 3: Providing tailored documents
Example 4: Facilitating approval workflow