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Top automation pitfalls and how to avoid them

January 12, 2023

Via: CIO

First Tech Credit Union is a San Jose-based financial institution with more than $16 billion in assets. As the eighth largest in the country, it primarily serves tech companies and their employees, but still has a lot of manual processes in place.

“We’re very early in our automation journey,” says Mike Upton, the organization’s digital and technology officer.

First Tech had been deploying some robotic process automation, trying to replace paper forms, as well as using Salesforce.com for other automations. But these efforts all fell short.

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