Intelligent Automation
Intelligent automation combines modern technologies such as RPA, IDP and AI with strategic process optimization. The result: efficient workflows, reduced errors, scalable solutions – and more freedom to focus on what truly matters. iSecure supports you from the initial analysis to sustainable implementation.
Your benefits with our solutions
The technologies we implement
We support you in the introduction and implementation of innovative technologies such as RPA, IDP and Agentic AI. Together, we identify the right automation tool tailored to the specific needs of your company.
Robotic Process Automation (RPA)
Robotic Process Automation (RPA) is a technology that uses software robots (“bots”) to automate rule-based, repetitive tasks. These bots mimic human interactions with digital systems and applications without requiring changes to existing IT infrastructure. This enables the automation of manual, time-consuming and error-prone tasks such as data entry, form processing, or system integration.
Benefits:
- Repetitive tasks are automated and executed around the clock
- Bots significantly reduce operational costs over time compared to manual work
- Precise execution minimizes errors and improves process quality
- Standard tasks are eliminated – enabling a greater focus on value-adding activities
Suitable for:
Organizations with high-volume, rule-based and repetitive processes, such as in finance, human resources, customer service or IT. Ideal for tasks like data extraction, data migration, report generation and the automated processing and transfer of data between systems or user management.
Intelligent Document Processing (IDP)
Intelligent Document Processing (IDP) leverages AI-powered technologies to automatically capture, analyze and process unstructured and semi-structured documents. Using methods such as Optical Character Recognition (OCR), Natural Language Processing (NLP) and Machine Learning, content is extracted, classified and converted into structured data – quickly, accurately and at scale.
Benefits:
- Faster processing of large volumes of documents
- Reduction of manual data entry and error rates
- Improved data quality through automated validation
- Relief for employees from repetitive tasks
- Enhanced compliance through complete and traceable documentation
- Scalable for growing volumes of data and documents
Suitable for:
Organizations with high document volumes, such as in finance, insurance, healthcare or logistics. Ideal for processes like invoice processing, contract management, customer communication, or archiving.
Agentic AI
Agentic AI refers to the use of autonomous, intelligent software agents capable of independently planning, executing and adapting complex tasks. Unlike traditional automation solutions, Agentic systems respond dynamically to changes in their environment, make decisions based on contextual information and coordinate multiple steps or tools within a process when needed. This introduces a new level of flexibility and efficiency in process automation.
Benefits:
- Greater automation depth through autonomous decision-making
- Flexible handling of exceptions and variable process flows
- Fewer manual interventions, even for more complex tasks
- Increased efficiency in dynamic and data-driven processes
- Foundation for adaptive, self-learning system landscapes
- Competitive edge through early adoption of future-oriented technologies
Suitable for:
Organizations with a high need for flexible process automation, especially in areas such as customer service, document processing, analytics, or knowledge work. Particularly valuable for companies already using RPA and IDP looking to take the next step toward cognitive automation.
Technologie- & Anbieterauswahl
Based on defined requirements, we analyze the market and identify the right technologies and vendors to best support your organization. We conduct market and competitor analysis, compare best practices and assess innovation potential in the field of automation. The next step is selecting tools and technologies, where we evaluate suitable automation solutions such as RPA, IDP or Process Mining and choose the appropriate technology provider. We then ensure seamless integration of the selected solutions into your existing IT landscape and smooth interaction with current systems. A strong focus is placed on compliance with IT security guidelines to ensure that the implemented solutions meet internal security standards – whether cloud-based or on-premises.
Benefits:
- Technologies are selected in a targeted, requirement-driven manner
- Investment risks are significantly reduced through objective evaluation
- Integration into existing IT systems is seamless and secure
- Future scalability and technological advancement are considered from the start
Suitable for:
Organizations looking to implement automation solutions for the first time or to strategically enhance existing technologies – especially in complex IT environments, with high security demands or uncertainty around tool selection.
Our Approach
Our automation approach follows a structured process to ensure that solutions are perfectly aligned with business requirements and deliver sustainable value. We begin by defining requirements and objectives, identifying relevant processes and tasks and incorporating stakeholder expectations.
Next, we conduct a technical feasibility analysis to ensure that the chosen solution can be integrated with existing systems and meets all necessary requirements.
Based on this analysis, we design a tailored solution, including the selection of appropriate tools and technologies. In the implementation phase, the automation solution is developed and validated through various tests to ensure functionality. After successful deployment and go-live, the solution is integrated into the existing system landscape and transitioned into live operation.
In parallel, we support the change process with training and change management to ensure smooth adoption and acceptance of the solution within the organization. Ongoing monitoring and maintenance follow, including performance checks, error resolution and necessary updates.
Finally, we optimize and scale the solution – enhancing it based on feedback and performance data and extending it to additional processes or business areas.
Consulting
Sound consulting provides the foundation for sustainable automation – strategically, technologically and culturally. It combines potential analysis with practical implementation.
Process Discovery
is a method used to analyze and visualize business processes with the goal of identifying improvement opportunities and unlocking efficiency potential. It serves as a foundation for implementing automation technologies such as Robotic Process Automation (RPA), Intelligent Document Processing (IDP), Agentic AI, Process Mining or Low Code. The focus is on systematically examining processes, strategically assessing optimization potential and developing business cases.
Benefits:
- Objectively uncovers weaknesses and inefficiencies in real-world processes
- Provides a foundation for automation decisions and business cases
- Supports compliance and risk management through transparent process insights
Suitable for:
Process Discovery is suitable for organizations of all sizes aiming to improve, automate, or strategically optimize their processes. It is especially valuable for companies in data-intensive, regulated and process-driven industries. It is also an essential tool for executives and technology partners driving digital transformation and automation initiatives.
Automation Strategy & Roadmap
An automation strategy & roadmap provides companies with a clear structure and direction for the successful introduction and scaling of automation solutions. It offers advantages such as clear goal alignment, risk reduction and sustainable results and is particularly suitable for companies aiming to optimize their processes and advance their digital transformation. This structured approach ensures that automation technologies are used effectively, enabling both short-term wins and long-term scalability.
Benefits:
- Ensures clear, strategically aligned planning
- Identifies quick wins for fast implementation with visible benefits
- Directly links automation to business goals and ROI
- Takes into account the company’s maturity level, resources and complexity
- Assesses processes based on value, risk and feasibility
- Connects strategic planning with existing governance structures
- Promotes internal engagement through structured involvement
- Enables technology-agnostic and future tool selection
Suitable for:
Executives and decision-makers such as CIOs, CEOs and Automation Managers who need a clear roadmap for the implementation and scaling of automation.
Coaching & Workshops
Training and coaching empower employees and leaders to confidently understand, apply and strategically advance automation technologies such as RPA, IDP or Agentic AI. Through targeted training sessions and individual coaching, organizations build knowledge, acceptance and practical capabilities for working with digital solutions – laying the foundation for sustainable, organization-wide transformation.
Benefits:
- Empowers teams to independently further develop automated solutions
- Builds targeted technical and strategic knowledge within the company
- Promotes long-term independence through internal skill growth
Suitable for:
Executives, process owners and department staff actively involved in the adoption, application or further development of automation technologies. Particularly suitable for companies aiming to embed automation sustainably across the organization.
Awareness & Employee Engagement
Awareness and employee engagement fosters understanding, acceptance and active involvement in automation within the company. Through targeted communication efforts, interactive formats and participatory initiatives, employees are engaged early on. This creates a positive mindset toward new technologies – forming the foundation for a successful and sustainable transformation.
Benefits:
- Encourages company-wide identification with the digital transformation
- Improves cross-functional collaboration between IT and business units
- Strengthens an innovation culture through transparent communication and participation
Suitable for:
Organizations aiming to embed automation not only technologically but also culturally. Especially important during periods of change, when introducing new tools or as part of larger transformation programs.
Our Approach
Our approach to automation begins with strategy development, where short- and long-term automation goals are defined in alignment with the overall business strategy. A roadmap is created, taking into account the current automation maturity level, available resources and organizational objectives.
We then evaluate and prioritize processes with high automation potential based on various criteria such as cost-effectiveness, technical and organizational complexity, risk analysis, process relevance and sustainability.
Special attention is given to assessing business value, strategic relevance and implementation effort. To build a shared understanding of automation, we conduct awareness sessions and workshops where we introduce key technologies such as RPA, IDP, Process Mining and Agentic AI. Additionally, Process Discovery workshops help gather and assess automation ideas, laying a solid foundation for informed decision-making on the next steps.
Governance
Governance ensures the quality, scalability and reliability of automated processes – through clear structures, standards and transparency.
Center of Excellence (CoE)
A Center of Excellence (CoE) serves as the organizational hub for managing, scaling and ensuring the quality of automation initiatives within a company. It defines standards, coordinates resources, builds knowledge structures and acts as the central point of contact for all topics related to RPA, IDP and Agentic AI. This enables a controlled, efficient and sustainable automation approach.
Benefits:
- Clear role distribution and centralized management of all automation activities
- Development of a structured, company-wide knowledge management system
- Promotion of innovation through the consolidation of expertise
Geeignet für:
Organizations aiming to roll out automation in a structured way and scale it over the long term. Especially valuable for companies with multiple locations, decentralized teams or in regulated industries with high documentation requirements.
Monitoring
Monitoring ensures that automated processes run reliably, efficiently and in compliance with regulations. By continuously tracking technical and business-related metrics, deviations can be identified early and proactively addressed. Monitoring thus forms the foundation for stable, secure and trustworthy automation solutions.
Benefits:
- Proactive detection of technical issues and process deviations
- Basis for ongoing performance monitoring and rapid intervention
Suitable for:
Organizations with production-grade automation solutions that must ensure operational stability and process reliability – especially in critical business areas or under regulatory requirements.
Reporting
Reporting creates transparency regarding the success, usage and impact of automation within the organization. Standardized or customized reports provide data on execution volumes, cost savings, error rates or processing times, supporting data-driven decisions for further developing the automation strategy.
Benefits:
- Data-driven decision support through standardized KPIs
- Visibility of achievements to strengthen management commitment
Suitable for:
Executives, automation teams and controlling departments aiming to make informed decisions and systematically showcase automation success.
Audits
Audits in the context of intelligent automation assess compliance with technical, regulatory and internal requirements. They help minimize risks, uphold standards and build trust with both internal and external stakeholders. The evaluation includes both automated processes and the governance structures that control them.
Benefits:
- Systematic review to ensure regulatory and technical compliance
- Traceability and accountability for internal and external stakeholders
Suitable for:
Organizations in regulated industries or with high quality standards, as well as those aiming to strategically secure and further develop their automated processes.
Target Operating Model (TOM)
A Target Operating Model (TOM) defines the future structural blueprint for deploying intelligent automation within an organization across organizational, technical and process dimensions. It provides a framework for roles, responsibilities, workflows and governance mechanisms, ensuring that automation solutions are not implemented in isolation, but are strategically and sustainably embedded. A clearly defined TOM creates orientation, reduces complexity and fosters effective collaboration between business, IT and governance.
Benefits:
- Structural clarity for the automation landscape
A TOM establishes a shared understanding of structures, processes and responsibilities – internally and externally. - Alignment of business, IT and governance
Defined interfaces and responsibilities break down silos and enhance cross-functional collaboration. - More efficient resource usage and investment management
Clearly assigned tasks and standardized processes enable better utilization and targeted allocation of resources. - Accelerated scalability through standardized structures
A robust operating model simplifies the rollout of additional automation solutions and shortens time-to-value.
Suitable for:
Organizations that view automation not as a one-off project, but as a long-term transformation journey. Especially relevant for companies with multiple business units, distributed teams, or complex interdependencies between business, IT and governance.
Our Approach
Our approach to automation includes the development of customized Target Operating Models that define clear roles, responsibilities and processes. We incorporate best practices and frameworks to ensure consistent implementation of automation initiatives. In addition, we establish governance frameworks that define policies and procedures for managing automation projects—covering compliance and data protection requirements as well as key performance indicators (KPIs), which are continuously monitored via dashboards.
To centrally manage and scale automation solutions, we establish a Center of Excellence (CoE) that continuously drives optimization efforts. To ensure quality and security, we conduct regular audits, which include a detailed review of automation processes—from technical code quality assessments to economic analysis and compliance and security checks. The results are compiled in an audit report and discussed with relevant stakeholders. An action plan ensures that identified improvements are implemented and monitored through follow-up audits for long-term effectiveness.
Managament
Effective management ensures the successful implementation of automation. It provides coordination, fosters acceptance and delivers long-term value.
Project Management
Effective project management is critical to the successful execution of automation initiatives. It ensures clear goal setting, structured workflows and coordinated collaboration between business units, IT and external partners. This enables adherence to timelines, efficient use of resources and the achievement of sustainable results.
Benefits:
- Structured control throughout all project phases
- Reliable resource and time planning
- Increased implementation reliability, even for complex initiatives
Suitable for:
Organizations aiming to execute automation projects efficiently and purposefully – whether launching initial pilots or planning comprehensive programs.
Risk & Compliance Management
Risk and compliance management ensures that automation solutions comply with internal policies and external regulatory requirements. It helps identify, assess and proactively address technological and organizational risks – providing a foundation for trustworthy and compliant automation.
Benefits:
- Systematic protection against legal, technical and organizational risks
- Safeguarding of sensitive data and assurance of system integrity
- Establishment of a reliable control framework
Suitable for:
Organizations with heightened requirements for data protection, security, or regulatory compliance – particularly in sectors such as finance, healthcare or the public sector.
Change Management
Change Management supports the introduction of automation from both a human and organizational perspective. It fosters acceptance, communicates changes clearly and actively involves employees in the transformation. This ensures that automation is not only implemented – but truly embraced.
Benefits:
- Enhances the organization’s capacity for change
- Embeds automation sustainably into everyday work
- Reduces uncertainty through targeted communication and support
Suitable for:
Organizations that view automation as a transformational journey and aim to guide their employees purposefully through the change process.
Stakeholder Management
Stakeholder management ensures that all relevant parties are actively involved throughout the automation process – from executive leadership to business units and IT. Clear communication, aligned expectations and a shared vision help facilitate implementation and ensure long-term success.
Benefits:
- Avoids conflicts through aligned expectations
- Gains support from key decision-makers
- Ensures long-term viability through broad acceptance
Suitable for:
Organizations with multiple stakeholders or complex decision-making processes seeking to ensure broad support and strategically aligned implementation of automation initiatives.
Our Approach
We support companies in the sustainable planning, implementation and continuous improvement of their automation processes. This includes managing projects through comprehensive project management, encompassing change, stakeholder, risk and compliance management to ensure automation initiatives and programs are efficiently executed.
A key part of our work is fostering cultural transformation and strengthening acceptance of automation within the organization. We ensure that all relevant stakeholders are informed and engaged, while proactively assessing potential risks and ensuring compliance with data protection and security regulations. In addition, we offer audits to evaluate automation solutions in terms of compliance, performance and efficiency – and to continuously optimize them.
Technology Partners & Certifications
We work closely with leading industry providers to deliver the best solutions for your business. Our official partnerships and certifications reflect our commitment to the highest standards of quality and innovation. At the same time, we remain independent – ensuring that the technologies and vendors we recommend are always the best fit for your specific requirements.
Are you unsure how to get started with Intelligent Automation or how to scale it efficiently?
Then get in touch with us – we’ll help you take the right steps forward.
