Weeldi nominated for the Partnership Achievement Award and Innovation of the Year Award

SAN FRANCISCO, CA March 28, 2024 — Weeldi the leading innovator in no code web automation, is thrilled to announce its nomination for two prestigious awards: the Partnership Achievement Award and the Innovation of the Year Award by ETMA, the Enterprise Technology Management Association.

Partnership Achievement Award

Weeldi has been nominated for its exceptional partnership with hyperautomator and vendor expense management leader, AMI Strategies. This nomination recognizes the collaborative effort between Weeldi and AMI Strategies to automate tens of thousands of tedious tasks across hundreds of vendor web portals globally in Telecom, Technology, Mobile and Utilities. This partnership has enabled automation in areas where APIs are unavailable, incomplete, or difficult to access, thereby streamlining processes and enhancing efficiency.

Innovation of the Year Award

​Weeldi's groundbreaking innovation, the Weeldi Automation Studio, has been nominated for the Innovation of the Year Award. This recognition highlights the Studio's revolutionary capabilities, empowering non-developers to build and manage stable, scalable web automations in just minutes, without the need for coding. The Weeldi Automation Studio represents a significant advancement in web automation technology, making it accessible and user-friendly for any user in the enterprise.

"We are excited to receive dual nominations by ETMA," said Moe Arnaiz, CEO at Weeldi. "This is a reflection of our laser focus on delivering measurable value to our customers through innovation. We look forward to showcasing our achievements and connecting with Enterprise Technology Management leaders at the event in Puerto Rico."

About Weeldi
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Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required.

How Weeldi helped TruNorth automate and optimize data collection, enjoy immediate ROI, and even expand its service offerings

There are essentially two wins in business: increasing profits and decreasing expenses.

The former is contingent on myriad factors: competition, economic trends, global politics, ad infinitum. The latter is typically contingent on a business itself – its processes, platforms, and people.

The latter is also why TruNorth exists, providing expense management solutions and services to a growing roster of clients across most every major vertical market. Or, as they put it, bringing sanity and savings to clients with tools and information for easy governance over technology inventory and spend.

However, expense management, in itself, can be expensive. Especially now. And as external costs and internal workloads were rising, TruNorth did not want to pass any of those burdens on to their clients.

TruNorth turned to Weeldi to automate critical processes, and found that lowering expenses for themselves and their client base was not only easy–it was automatic. But that was just the start…

The problem: 1,000 tasks a day… for starters

Business technology expenses are typically endless, and vary wildly between businesses.

For TruNorth to meet client needs, it had to execute literally thousands of different tasks daily, collecting, centralizing, and validating data locked inside PDFs, behind logins, across multiple systems and countless accounts.

And it had to execute across specific business needs and processes: auditing, contract management, tech inventory, telecom management, and more.

It found that its most talented team members were spending endless hours manually downloading expense data as the portals and apps where that data lived were rarely, if ever, accessible via APIs.

TruNorth was in a rut of monotonous and mounting task work, which left less time to improve service offerings, or expand its lines-of-business, or focus on its own strategic growth.

No code automation to solve today’s challenges–and tomorrow’s

TruNorth turned to Weeldi for a solution, and Weeldi delivered. Better, Weeldi empowered.

Weeldi’s no code, cloud-based application enabled TruNorth to build automations to capture expense data with no manual intervention.

Unlike traditional RPA tools and apps like Selenium–which are limited toolsets–the Weeldi engine works directly through web drivers, which enables it to navigate through non-responsive sites, dynamic sites, and common automation deterrents like OTP, captchas and web blocking technologies like Cloudflare, Akamai and others.

The data extracted by Weeldi is automatically deposited into TruNorth’s SFTP (secure file transfer protocol) where it’s cleaned-up, codified, and delivered into TruNorth’s expense management platform (Sparrow) where clients quickly and easily access their info.

Security, flexibility, and support

As Weeldi is a no-code solution, TruNorth is also empowered to quickly build new automations in just minutes, ensuring it’s equipped to handle any challenges future clients–and their portals, and their websites, and any obstacle between TruNorth and the data it needs–may present.

Regarding security, credentials are securely stored outside of Weeldi in 1Password, giving TruNorth full control of automation credentials–a critical feature for a business working with sensitive financial data. Weeldi only accesses credentials as automations run, and does not store them.

Weeldi’s dual focus on flexibility (no-code building) and security (no password storing) gives TruNorth and its clients a rare combination of speed and safety.

TruNorth enjoys further peace-of-mind by having access to Weeldi’s support team to help solve unusual cases, add clarity to processes or outcomes, or simply bounce ideas off of. Weeldi ensures its clients have all the tools and training required to self-serve, but is also there to help when needed.

From expenses to expansion

Weeldi is currently automating data retrieval tasks across nearly 50 TruNorth vendors, and has delivered near-immediate ROI for the company.

“But wait: there’s more.”

Once implemented (in a matter of a couple of days), Weeldi also helped TruNorth uncover even more critical data, and deliver it on a fixed schedule (rather than TruNorth’s old way of doing things, which was based on client requests and other ad hoc processes). TruNorth now has more, and more actionable, data and more predictable workloads and workflows.

But perhaps the most important deliverable TruNorth received was opportunity.

Expense management is essentially the tip of the iceberg in the financial services space. The positive client relationships TruNorth had in place grew only stronger with the addition of Weeldi, as expense management processes were improved across the board.

With strong client relationships, proven project expertise, and now–thanks to Weeldi–much, much more time available, it was only natural for TruNorth to expand its suite of services with a new outsourced bill payment offering, and thereby drive and deliver more value throughout its client base.

“None of us wanted to spend our day downloading PDF invoices—now Weeldi’s robots do that for us while we sleep,” said Rick Lindner, Chief Strategy Officer, TruNorth. “But the value of Weeldi goes beyond that: it literally enables us to grow our business faster, more profitably and in new markets. Without Weeldi, we literally would not have been able to offer our new Bill Pay service.”

Tapped to help TruNorth simply automate tasks related to expenses, Weeldi was able to extend its value and help TruNorth expand its business, delivering the two wins: lower costs, higher profits.

About Weeldi

Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required.

How Weeldi's no-code solution helped a fast-growing company bridge the gap between two systems… by creating an API where one didn't exist.

Wondering if solar energy use is actually soaring? Look no further than the massive success of Powur, a residential solar company that has grown 5890% in the last year. That’s five-thousand-eight-hundred-and-ninety percent, which put it at #61 on the 2021 Inc. 500 list.

Massive growth often means massive stress on current processes and infrastructure. Powur knew the only way to keep growing and concurrently reduce that stress was to further automation — and do so intelligently. This meant optimizing existing workflows and data-streams and fueling automation across business systems and applications.

A problem with proposals

Powur’s first area of focus was sales proposals, the signed quotes that essentially affirm a company is growing, the documents containing all the actionable info connected to a new opportunity, a new customer, and new revenue streams.

Powur was using its own proprietary system to track and manage sales, customer relationships, finance and operations, but using a third-party cloud-based SaaS tool to create, track, and manage sales proposals. The challenge was that the tool lacked the API functionality for Powur to automate critical, downstream, workflows into its system — the processes that drives installs, billing, and commissions.

Without an API, the only solution to collect the data buried in the SaaS tool’s user interface and the web-based PDFs and emails it generated was endless — and costly — hours of manual labor. And when a company is growing at nearly 6000% a year, manual labor only gets in the way and slows down the pace.

Enter Weeldi.

From a manual mess to an automated API

Headquartered in the San Francisco Bay Area, Weeldi provides the easiest way to automate any process on the web with no coding required.

A common use case for Weeldi is filling gaps — where vendor portals and/or SaaS applications lack API functionality — and enabling customers to automate tasks directly through a vendor portal or SaaS application user interface. Common tasks for Weeldi include extracting data, executing transactions, and paying bills. In short, Weeldi turns an unwieldy data collection process into one that is wieldy/Weeldi.

The problem Powur was facing and the solution Weeldi offered were an exact fit.

Using Weeldi, Powur was able to:

• build an integration — with NO coding — between its proprietary system and its 3rd-party proposal tool
• automatically retrieve 80+ pieces of data over 10 webpages, dozens of web-based PDF pages, multiple file downloads and emails
• collect detailed error reports throughout the process (including screenshots) to expedite research and resolution, and help capture or remedy non-available or duplicate data

The automation is kicked off by an email forwarded from the solar proposal tool to Weeldi. Weeldi then goes behind the tool’s login and scours multiple web pages and web-accessible PDFs to pull down and structure the data Powur needs for their downstream process.

An even brighter future lies ahead

With Weeldi automating data collection and integration between its sales proposal tool and its backend system, Powur has very little slowing it down as it continues its winning streak.

“Weeldi has reduced our data entry labor costs by 80%, and reduced our contract processing time by 90%,” said Dean Rosenberg, Chief Operating Officer at Powur. “We’re already planning on using Weeldi in other cases where we require data or need to execute transactions from applications or websites without available or reliable APIs.”

In addition to the clear benefits delivered by automating data extraction and delivery with Weeldi, Powur also benefitted by standardizing current workflows simply by going through the process of automating with Weeldi. The project was a success on an implementation level based on the results it is producing for Powur, but also on an educational level by creating a thought model to engineer future processes that can be automated.

In one year, burdened with time-consuming manual labor attached to one of its most critical and revenue-centered workflows, Powur was still able to grow 5890%. Going forward with Weeldi…? The sun’s the limit.

About Powur PBC:
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Founded in 2015, California-based Powur is a Public Benefit Corporation that is on a mission to accelerate the adoption of solar energy worldwide. As the first 100% virtual, residential solar company in the cloud, Powur operates an innovative platform model, enabling it to scale quickly and meet the demands of an ever-expanding solar landscape. The company’s model ensures that Powur can provide affordable and customized solar solutions to homeowners while empowering its network of thousands of independent solar consultants and regionally specialized installation partners. Powur is the fastest growing residential solar company in the US, currently operating in 15 states and completing dozens of residential solar projects, and adding to Powur extended family every working day. For more information on the company, visit https://powur.com/.

How an up and coming machine learning technology overcame every barrier to automatically collect subscription and service data from vendor web portals and SaaS applications

MISO3’s line of business requires getting data in hard-to-reach places

An intelligent subscription and service tracking company serving the needs of enterprise-level companies, MISO3 gives its clients insight into its vendor subscriptions and usage.

Think about it: vendors like Zoom, Microsoft 365, Salesforce, Amazon AWS, CenturyLink, Bloomberg, and the list goes on (and on and on) — there are few businesses left that are not reliant on licenses, SaaS, PaaS, and/or IaaS subscriptions to power their business.  The data required to manage these vendors spans inventories, portals, and invoices, making visibility as well as the ability to make data-driven decisions almost impossible.       

For most clients, MISO3 was able to deliver on its promise rapidly and with few hurdles. And then… one day… MISO3 came up against a challenge, and a big one.

A Fortune 100 client and one of the best-known financial and credit card companies in the world came to MISO3 with the challenge of understanding and optimizing subscription costs for their financial data and intelligence provider.

MISO3 knew exactly what it needed from the provider to better understand the client’s spend and utilization of their subscriptions and services.  However, with no inventory-targeted APIs available and data scattered throughout a clunky provider portal, they needed a predictable and scalable way to get control of this multi-million-dollar expenditure.  They turned to Weeldi.

Headquartered in the San Francisco Bay Area, Weeldi is the easiest way to automate any process on the web with no coding required. A common use case for Weeldi is filling gaps (where vendor portals and/or SaaS applications lack API functionality) by enabling customers to automate tasks directly through the vendor portal or SaaS application user interface, common tasks include extracting data, executing transactions, and paying bills.

For MISO3, Weeldi’s web automation platform would be the cornerstone of meeting its client’s need to get its vendor data out of multiple locations quickly, accurately, and with as little friction as possible. MISO3 prides itself on being the first “easy-button” in vendor inventory discovery, extraction, and alignment.  What once took businesses months of labor-intensive research and data cleaning, can now be done in only hours; minimizing user-prone errors and discovering hidden costs that often uncover waste and security vulnerabilities.   (The alternatives were hours of manual labor every month or attempting to engineer a homegrown web automation solution with all the costs, delays, and opportunities for error that creates — rarely an efficient path to client satisfaction.)
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Data: it’s everywhere, but still so hard to find

A little background on the problem faced by MISO3’s client (and, really, all of its clients, and almost every business everywhere). It’s all about “the other guys”: the SaaS companies, the IaaS companies, and the PaaS companies —and the mixed blessing they provide.

In 2020, the overall spend on SaaS products was up by 50% compared to only two years before. (Data has yet to be collated, but we’d bet it’s going up again in 2021.) The average company uses 137 different SaaS apps, with each employee using at least 8 different ones. (Thanks to Blissfully for this data.)

With subscriptions varying from person to person and from department to department across some or all of those 137 vendors, most companies are tilting at windmills when it comes to effectively managing subscriptions. They’re oversubscribed, leaving ex-employees licensed (sometimes, to do ill), and generally overbuying across the board.

They do have access to data to see what’s what, of course. But — because they need to manually chase and capture it — the data is rarely in real-time… or complete… or accurate. It makes a difference in the same way Monday-morning quarterbacking makes a difference.

This is where MISO3’s M3 platform powered by data extracted from Weeldi helps.

Overcoming logins and CAPTCHAs and other roadblocks—automatically

​Weeldi was brought in by MISO3 to solve these problems and more. What Weeldi does that others can’t is to create stable automations on vendor portals and SaaS applications that neither Weeldi nor its clients control.

Weeldi ’s platform allows customers to create automations on the web when APIs simply aren’t enough, or when APIs simply aren’t available (e.g., for billing data and subscription info — the exact kind of data MISO3 collects for its clients).

Weeldi has a menu of available vendor portal automations and provides the flexibility of “built to order” automations that customers can create in minutes with no coding required. Automations can uncover and capture the data or execute transactions buried in vendor portals (multiple pages, behind a login, multi-factor authentication, CAPTCHAs, requiring scheduling or filtering, on the user interface, in emails, on unstable websites, etc.) or within SaaS applications.

Weeldi’s flexible and reliable automations for the web were the ideal fit for a client like MISO3, a company with a business model reliant on retrieving information from vendor portals and SaaS applications, and were central in MISO3 sustainably supporting the business of one of the best-known credit card and financial companies in the world.

A solution delivered in days; results that last a lifetime

Within days of receiving specifications from MISO3, Weeldi delivered complex automations that extract — from behind logins (and tricky multi-factor authentication) — critical data, some requiring filters by date and account number, some from the user interface, and even some embedded in emails.

Files are then automatically renamed, and folders are created in MISO3’s sFTP to feed their ETL (extract, transform, load) process back into the M3 platform.

This was not a “one and done” for MISO3, either. The automations created by Weeldi give it the ability to quickly create connectors to any vendor portal or SaaS application.

Additionally, Weeldi provides precision, actionable visibility to MISO3 (and all Weeldi clients) on how their data is flowing. Weeldi can say exactly where and why the data isn’t flowing and provide direction (along with screenshots) and tools to fix it.

In the end, MISO3 had a solution that served its immediate need with its client, and a solution it could use repeatedly as it continues to build its business.

“Before you can make data-driven decisions for your organization, you must first know what you have,” says David Baule, CEO of MISO3.  “Gathering this data manually is both cumbersome and time-consuming.  Weeldi gives us the power to quickly scale to any web-based vendor portal or SaaS application at a fraction of the time of doing this manually.  The result, quick and frictionless ingestion of customers’ data so M3 Users can make informed decisions on all of their vendor commitments.”

Weeldi transformed disparate, dynamic, and sometimes unstable Vendor Portals into stable, scalable APIs, providing MISO3 with the detailed data required to analyze and optimize their customers' subscription costs. All delivered with no coding required by MISO3. A solution delivered in less than two weeks that will last a lifetime.

About Weeldi

Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required.

EXECUTIVE SUMMARY:

Motus is the definitive leader in solutions for businesses with mobile-enabled workforces helping over 2,300 companies and 300,000 mobile workers simplify reimbursement and management of mileage, mobile devices and remote work.

After a recent acquisition, Motus faced the challenge of automating its acquisition’s data collection processes from over 20 vendor websites, spread across 13 countries and in 10 languages. Motus had a simple objective: quickly create automated processes to identify, capture, and consolidate the critical business data it needed from anywhere on the web it was living.

So Motus explored every opportunity to automate data collection on the web.

After a pilot with a well known RPA (robotic process automation) platform, and a failed experiment with an open source tool, Motus chose Weeldi for a pilot project.

When Weeldi delivered five stable automations within its ten-day risk free pilot, Motus chose Weeldi as a partner. The company currently enjoys more than 90 automations in 10 different languages, collecting endless amounts of critical usage and spend data for their customers.

The problem: complex automation of manual processes on the web to better handle scale

The nature of the mobile workforce is often chaotic. Different devices used by different staff; working in different places and timezones; different needs for tech, transportation, and just about everything.
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As the company that simplifies management for all that (and more) for over 2,300 customers, Motus has to think and act at scale. In this case, it meant being able to consistently and completely collect critical data for its clients from multiple vendor websites regardless of the hurdles at each step (CAPTCHAs, Two-Factor Authentication, instability, different website frameworks, etc.).
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Prior to acquisition, the acquired company’s processes could be handled with the right people, manually. But after being acquired and integrated into Motus, the need for scale increased exponentially, and manually combing through thousands of webpages a month was no longer an option: automated processes were needed to prepare for the increase in volume, while the manual labor was directed to higher value tasks.

The search for a solution, part 1: start, sputter, stop

After working with a well-known RPA (robotic process automation) company to create a proof-of-concept for a single automation, Motus turned to Selenium, an open-source browser automation tool (primarily used for app testing) to build it.

After a development process that took the better part of two months, one automation was built. However, it proved to be a house of cards, unstable and unable to accomplish the single task it was developed to execute on the web.

So Motus looked elsewhere and decided on a 10-day pilot with Weeldi, a San Francisco-Bay Area company that enables companies of any size or technical ability to stably automate processes on the web, at scale, with no coding required.

The solution, part 2: automation at a record-setting pace, and we’re just getting started

In the 10-day pilot, Weeldi delivered five full-featured automations to help Motus automate complex manual backend processes on vendor websites, and another 40 processes just days after the official start of the engagement.

Weeldi was able to create stable automations on the web for Motus (without requiring any coding work from the client), solving challenges such as login, OTP resolution, task scheduling/completion, and more.

Motus now enjoys more than 90 automations, in 13 countries, and 10 languages. Other “Weeldi wins” for Motus include:

• Using the Weeldi API to create, update and run Automations
• Automation results pushed to a Motus sFTP
• A complete transition of all manual Telco data processes to Weeldi within just four months.
• Increases in scalability, timeliness of data, and data precision
• The ability to add more customers with less manual labor

With Weeldi, Motus enjoys the freedom to quickly create dependable automations for endless tasks across the enterprise and can better and more completely utilize the skill sets of its staff. Perhaps most importantly, because of Weeldi’s flexibility, Motus essentially has every automation on the web it will ever need at its fingertips.

About Weeldi

Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required.

Mobile Solutions (now Brightfin) Partners with Weeldi to Enhance Managed Mobility Software Automations

San Francisco, CA and Centennial, CO – September 25 2020: Weeldi, a San Francisco Bay Area-based company innovating the way processes are automated on the web, and, a leader in Managed Mobility Services, delivering expense optimization, unified endpoint security, device management, and best in class support, have partnered to add additional automations to MAX, Mobile Solutions (now Brightfin) proprietary mobility management portal.

​Automations can be difficult due to the dynamic nature of the web. Partnering with Weeldi has enabled Mobile Solutions (now Brightfin) to easily and quickly add new automations, while also providing the flexibility to manage and run automations through Weeldi’s web service API and UI. With Weeldi, Mobile Solutions (now Brightfin) is automating about 50,000 tasks critical to managing their customers’ expenses, inventory and usage monthly.

MAX, Mobile Solutions (now Brightfin) innovative mobility management solution, was designed from the ground up built with the user experience in mind offering in-cycle analytics and delivering a unified platform for all mobility management needs. Weeldi’s API strengthens Mobile Solutions (now Brightfin) scale and frequency of automations, running a high volume of daily automations in a condensed timeframe of only a few hours. Weeldi also integrates with Mobile Solutions (now Brightfin) Amazon Key Management Services for encryption of their customer credentials.
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“Mobile Solutions (now Brightfin) is committed to using innovation as a vehicle to scale and deliver the best possible experience for their customers. This pushes us and makes the opportunities in our partnership almost limitless. We’re excited about our partnership.” said Moe Arnaiz, Co-Founder and CEO of Weeldi.
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Jim Johnson, Board Member of Mobile Solutions (now Brightfin), said, “We couldn’t be happier with our partnership and experience with Weeldi. From the fast, low risk deployment to running over 1,500 daily automations, Weeldi elevates our ability to automate tasks, providing up to date and timely data for our customers.”

About Mobile Solutions (now Brightfin)

Mobile Solutions (now Brightfin) is a SaaS company that provides a complete managed mobility practice. We make it easy for our clients to optimize IT spend, reduce data consumption, secure mobile endpoints, and simplify the management of their entire fleet of devices, all with best in class support. For more information, visit https: www.brightfin.com/

About Weeldi

Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required. To learn more, visit https://www.weeldi.com/