Oracle Intelligent Advisor

We are global experts in Intelligent Advisor, formerly Oracle Policy Automation, with a long history of successful projects. We are proud of our ability to adapt the product to the needs of our diverse clients and integrate it with any system to create end-to-end solutions

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The power of Intelligent Advisor

Intelligent Advisor is a tool that is used to solve a diverse range of problems and can be implemented based on each organisation's unique requirements.

Our history with Intelligent Advisor

Why does our history matter?

For one, it is about knowing a product inside out and having implemented it many times in different situations. We have intuitive knowledge about the quickest way to do something. More importantly, we understand how the product can change your business operations in delightful ways. Once clients see the potential, they want to use the product more extensively.

How long have we worked with OIA?

Certainly longer than any of us imagined at the start of our careers! The product has been around for about twenty years, and sometimes it feels like we have been around longer. Our combined experience is at least double digits above that.

Why choose a partner like us?

We have extensive experience implementing and supporting Intelligent Advisor and moving applications into cloud platforms. Our knowledge of Intelligent Advisor has taught us how to deliver projects successfully, even in complex environments with multiple technologies. We bring dedicated specialist resource to your project to enable you to get the best use of your technology.

What else can we do?

We advise on best practices, strategy, and architecture and provide services in all implementation aspects including standard and bespoke training and set up Intelligent Advisor Centres of Excellence. When you are up and running we can do health checks and managed services to ensure you get the most from the quarterly updates from Oracle.

What should I do now?

You can speak to one of our experts or read on and find out more about what we offer.

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Intelligent Advisor Services

Implementation

We have developed Intelligent Advisor solutions in multiple industries. Our specialist team are skilled in all aspects of implementing Intelligent Advisor and or best practices have been developed through years of experience.

Health check and tuning

We offer a comprehensive health check service to review your Intelligent Advisor implementation for best practice, future maintenance, maximise benefit and avoid problems. We also our tune-up skills to identify and resolve performance issues.

Integration

We haven’t come across a system that we haven’t been able to integrate with Intelligent Advisor, and we welcome you to challenge us with your company’s systems.

Managed service

Our aim is always to make you as self-sufficient if possible, but sometimes it makes sense for you to let us look after your rulebases while you get on with your business. Our offering is fully flexible based on your needs.

Upgrade

We offer an end-to-end upgrade service for clients. We can upgrade to and from any version making sure that we do comprehensive testing to ensure that things are working as expected.

Strategy

We help our clients understand where Intelligent Advisor can be used (and where it is not suitable). We assist with developing technology roadmaps, architecture and presentations to boards and wider stakeholder groups.

Centre of excellence

Once you have your or few policies or forms live, it makes perfect sense to create a centre of excellence for all your policy automation needs in your organisation. We teach best practices, develop your centre of excellence based on 5 core pillars.

Testing

We have extensive experience in testing Intelligent Advisor components and how to make the best use of time in any policy deployment. Let us show you how you can get better testing done quickly.

Training

Back in the classroom, when we teach Intelligent Advisor, the students (your staff) often love what we show. And we’ll support and guide them through to a successful deployment and beyond.

Jon Watson, Delivery Director, Magia Consulting

Working with Oracle Intelligent Advisor

Once people get the power of the tool, there are so many problems you can solve.

When I think about the projects I have worked on, I realise that you can never get bored working with Intelligent Advisor. I have worked for many years for HR Directors, Customer Service Managers, and Process Owners using the product. We have clients across Financial Services, Utilities, Higher Education, Public Sector, and Retail. You name a sector we have done a project there. It’s a great tool, and customers love it.

Jon Watson, Delivery Director, Magia Consulting

Working with Oracle Intelligent Advisor

Once people get the power of the tool, there are so many problems you can solve.

Jon Watson, Delivery Director, Magia Consulting

Work examples

PROCESS REDUCTION

PROCESS IMPROVEMENT

DATA COLLECTION

BUSINESS TRANSFORMATION

FINANCIAL SERVICES

HUMAN RESOURCES

Process reduction

91% reduction in appeals for a government agency that provides financial assistance for citizens and reduction in case processing time from 3 months to 10 days.
A project to automate university applications, reduced processing time from 4 weeks to a maximum of 48 hours, and in some cases instant online decisions and offer letters.

Process improvement

Created a new Disability Advisory Service system, consisting of an online portal for practitioners and students, validates data at source, reduces invoicing queries, and improves reporting.
Implemented a digital application process at a university for internships that enable under-represented and disadvantaged people to experience postgraduate study. The application process is fully WCAG2.1 compliant and device responsive for digital accessibility.

Data collection

Developed intelligent financial returns for 20,000 entities saving £3million a year in manual checking and contributing to the largest financial consolidation exercise in Europe. The service included complex calculations and validations. Intelligent data collection from a possible 5,000 data items ensured the service collected only the relevant fields.
Within very short timescales, implemented a COVID-19 data collection process for 26,000 users per day.

Business transformation

Helped a government organisation transform a funding calculation system using Intelligent Advisor to implement 1000s of complex education-based funding rules, a large-scale transformation involving multiple teams.

Worked with a large Government Shared Service provider to implement an Intelligent Advisor centre of excellence to digitize forms, and automate processes relating to HR and Finance. The framework is in place to which connects to single sign on and their HR, ERP and CRM Systems and over 40 processes have been digitized using Intelligent Advisor.

Financial services

Assisted in developing a customer onboarding solution for a global bank with 8.8 million customers to meet "Know Your Customer" compliance requirements.

Human resources

Working with a large Government HR department to implement Intelligent Advisor to implement easy-to-use employee tools for recruitment, parental leave and dual location processes. The new digital forms for parental leave incorporate policy guidance to provide eligibility information during the application process, and the feedback of the new digital recruitment form has been excellent.
Assisting a university to create and maintain Intelligent Advisor forms for HR and Risk/Compliance use cases, to provide decisions such as eligibility for maternity, paternity and adoption leave, and to ensure management training and safety procedures are consistent across different sites and campuses.
For a half-yearly employee assessment, approval, and review process, we helped a client set up a workflow using Intelligent Advisor, feeding data into Oracle E-Business Suite for pay reviews.

Work Examples

uk government digital standards

wcag 2.1aa

Data Collection

We built a bespoke Land and Buildings data collection tool in .Net Core MVC to collect over 2,000 data points from every Academy Trust in England.

Tooling

We made tools to enable the near-real-time creation of connectors That allows the client quickly and efficiently extend or change the number and type of interview questions.
Our tools allow for fast development cycles. For instance, one customer saves time and makes their research budget go further by using our tools to do the work in a few days rather than weeks.

Software Development

We are experienced in agile development, using software patterns, continuous integration, and Test-Driven Development for projects.
We have successfully delivered front-end and back-end development and implemented APIs for internal and external use.
We have built SaaS and PaaS services and scalable server-less cloud-based web applications using the Microsoft Azure stack.
We have detailed knowledge and experience of C#, .NET, ASP.NET MVC, Blazor, SOAP, REST API, front-end web development (HTML/CSS/JS/SignalR/WASM), including Single Page Applications (SPA), and working with identity and access security in the Microsoft Azure PaaS environment.

Knowledge Transfer

We have built data collection and funding systems, supported customers in building in-house capabilities, and ensured effective knowledge management and transfer.

UK Government Digital Standards

We develop our services to the UK Government Digital Service standards and deliver Minimum Viable Product solutions within compressed timelines.

WCAG 2.1AA

We have designed a reusable form template that is GDS and WCAG 2.1 AA compliant. As a result, the team can produce each form to the required standard with less testing and a quicker turnaround time.

USE CASE

Yearly policy updates by adding a line in a spreadsheet

CHALLENGE

Our client, a central government agency, has a complex policy automation solution incorporating over 3000 business rules in a single policy model. Like many government departments, they are subject to regular policy updates.

SOLUTION

The policy automation solution provided results for over 2000 individual scenarios, permutations where different scenarios would overlap resulted in 1000s more unique scenarios. The solution displayed provisional results to end users and submitted them to a case worker for a human decision. The case workers were able to see enhanced information relating to the audit trail of the results such as risk flags and sub calculations.

OUTCOME

The architecture of the policy automation solution has the strength to handle complex scenarios and the flexibility to allow the agency to implement their business as usual changes using simple known steps. For instance, budget updates which take effect every April 6th, involve simply adding a line in a spreadsheet. We helped to create a centre of excellence and mentored staff members to empower the client to respond with agility to inevitable policy changes.

Yearly policy updates by adding a line in a spreadsheet

Frequently asked questions

Can you integrate Intelligent Advisor with Microsoft Dynamics?

Magia has a pre-built connector that links Intelligent Advisor Hub to Microsoft Dynamics, which gives users intelligent online forms and automation of complex logic such as calculations and decisions, adding rich new functionality to any installation of Microsoft Dynamics. The connector is a standalone service written in .NET that will run in Azure and connects directly to Microsoft Dynamics 365 using the standard MS APIs.

Can Intelligent Advisor work with chatbots?

Intelligent Advisor is the perfect tool to sit behind a chatbot to provide smart answers to queries. It can be used to intelligently guide the user through a series of questions and can provide a decision or result too.

Can Intelligent Advisor work behind the scenes?

Yes. Intelligent Advisor can work behind the scenes to allow you to make many calculations across thousands of employees, citizens or customers.

Can Intelligent Advisor calculate payments?

Yes. Intelligent Advisor is ideally suited to make calculations based on your policies and crunching financial data.

Can Intelligent Advisor provide self-service for employees?

It can. Intelligent Advisor is an excellent tool for employees to understand how your organisation’s policies affect them personally.

Can Intelligent Advisor show eligibility?

Intelligent Advisor is based directly on your policies, so it is the perfect solution to solve eligibility questions. It also includes an out of the box audit trail so you know exactly how an outcome is reached.

How long will it take to implement Intelligent Advisor

The time taken depends on two factors, the size and complexity of the forms, policies and processes you want to automate and the complexity of different systems you want to integrate. We advise customers to start small, and build out from there. A single policy or form with a small amount of integration can be live in 6 weeks. We have delivered small sized high priority projects in as little as 2 weeks. Large complex policy model is 2000 business rules would typically takes 4 months for the build phase.

Are you Oracle agnostic?

Yes, we work with many different technologies and cloud platforms and have multiple successful open-source project references. Our key partnerships are with Oracle, where we have a long history with Microsoft too and have worked with clients with AWS.

Do you sell Oracle licences?

Yes, we do. There are certain limits depending on the product and your turnover. There are special rules for Public Sector customers.

Can you integrate Intelligent Advisor with SharePoint?

Magia can combine Intelligent Advisor with SharePoint to allow users to have intelligent, personalised question/answer tools embedded within their SharePoint site to get the information/decisions they need. In addition, we have integrated PDF/attachment outputs of Intelligent Advisor to SharePoint, which includes holding/virus scanning areas for the documents to meet specific security requirements before transfer to SharePoint.

Got a question that’s not covered here? Book a call to speak with one of our team.

Find out more about Oracle Intelligent Advisor

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