What SimpliSmart does

SimpliSmart LLC is a privately held, boutique intelligent automation services firm founded in 2020 and headquartered in the Indianapolis, Indiana area (Carmel, IN). Originally launched as Digital Workforce Solution and later rebranded, the company delivers AI-driven workflow automation, digital agents, and intelligent process automation (IPA) solutions to mid-market and enterprise customers, with a primary focus on healthcare providers and additional vertical exposure in manufacturing, supply chain, and finance. Named reference customers include Indiana University Health (50+ process automations delivered in under two years, $2M+ annual cost savings) and an unnamed mid-sized specialty pharmacy/home infusion provider running 28,100+ automated claim lines per month; another regional health system reportedly freed the equivalent of 22 full-time roles through SimpliSmart's orchestration work.

The company's core offering is consultative services structured around a five-pillar methodology — Process Mining & Discovery, Smart Business Analysis (a two-week ROI assessment), Center of Excellence setup, Governance/KPIs & Reporting, and RPA Development & Training. Delivery is built on top of third-party RPA and AI platforms, with core technology partnerships with SS&C Blue Prism and Microsoft Power Platform, and additional partnerships with UiPath, Automation Anywhere, and Apromore. The technology approach emphasizes unattended automation that interacts with payer portals, billing systems, and legacy applications like a human user, avoiding API-level system changes; HIPAA compliance and Business Associate Agreement capability are positioned as healthcare-vertical prerequisites. Adjacent products include an Automation Opportunity Assessment lead-generation tool and a 5-day Power Automate Desktop Developer Training program, supported by a podcast and blog for top-of-funnel demand.

Commercially, SimpliSmart operates a sales-led, consultative go-to-market anchored on free consultations and a Learn-Implement-Optimize engagement model. Pricing is quote-based and not publicly disclosed; revenue derives from professional services fees across consulting, implementation, and training. The firm remains small (approximately 7 employees per firmographic data), is bootstrapped with no disclosed external funding, and serves customers primarily in the United States. Distribution is direct enterprise sales supplemented by referral flow from the SS&C Blue Prism partner network.

Name

SimpliSmart

Legal name

SimpliSmart LLC

Website

https://simplismart.io

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

SimpliSmart is a boutique US-based intelligent automation services firm that designs and implements RPA, Agentic AI, and Power Platform workflows, primarily for healthcare providers in revenue cycle and administrative operations.

Ownership category

akta.pro rank

Product category

Intelligent Process Automation Services

NAICS

Custom Computer Programming Services (541511), Computer Systems Design Services (541512)

SIC

Services-Computer Programming Services (7371), Services-Management Consulting Services (8742)

akta.pro primary industry

Robotic Process Automation (RPA) & Hyperautomation Platforms (HDAEAKAF)

akta.pro secondary industries

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Workflow Automation & No-Code Collaboration (BPAMAMAK)

Keywords

• Intelligent process automation
• Robotic process automation
• Workflow automation services
• Microsoft Power Platform automation
• Automation consulting

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Intelligent Automation Consulting & Implementation: Advisory services and implementation support for process automation, including assessment, roadmap development, automation building, and deployment. Delivered through structured engagements (Learn-Implement-Optimize phases).
2. Power Automate Training: 5-day instructor-led training program for Power Automate Desktop development. Includes hands-on learning, sandbox environment access, and post-class support.
3. Smart Business Analysis: Two-week assessment program that reviews workflow processes, identifies automation opportunities, and calculates ROI for each opportunity, providing a ranked roadmap for automation investment.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

SimpliSmart designs and builds AI-enabled intelligent process automation and RPA solutions that automate repetitive, rule-based workflows for healthcare, manufacturing, supply chain, and finance organizations. The firm delivers custom automation implementations via Microsoft Power Platform, SS&C Blue Prism, UiPath, and Automation Anywhere, including end-to-end claim status automation, patient registration workflows, and Center of Excellence setups. Supporting offerings include a Smart Business Analysis program, an Automation Opportunity Assessment, and Power Automate Desktop Developer Training.

Product overview

SimpliSmart is an intelligent automation services company offering a portfolio of consulting and implementation services built on RPA and AI platforms. The core offering is Intelligent Automation Solutions, which combines process mining, business analysis, Center of Excellence setup, governance frameworks, and RPA development to automate repetitive workflows. Supporting the core service are the Automation Opportunity Assessment (an evaluation tool), Smart Business Analysis (a two-week ROI mapping program), and Power Automate Desktop Developer Training. The SimpliSmart Podcast provides educational content on automation topics. The company operates as a services firm rather than a software product vendor, delivering solutions through partnerships with RPA platforms including SS&C Blue Prism, UiPath, Automation Anywhere, and Microsoft Power Platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Intelligent Automation Solutions End-to-end AI-powered workflow automation consulting and implementation service that designs, develops, and deploys RPA, IPA, and Agentic AI/Digital Assistant solutions for enterprise and mid-market customers across healthcare, manufacturing, supply chain, and finance. Delivered via a Learn (assessment and roadmap), Implement (custom automation), Optimize (ongoing support) engagement model on Microsoft Power Platform, Blue Prism, UiPath, and Automation Anywhere.
• Automation Opportunity Assessment A 10-question online assessment tool that scores an organization's automation readiness across repetitive tasks, data integration needs, process documentation, and visibility into process performance, used by prospective buyers to identify high-value automation candidates.
• Power Automate Desktop Developer Training 5-day instructor-led training program (virtual or on-premises) that teaches developers and CoE teams to build Microsoft Power Automate Desktop flows. Includes three days of guided learning, two days of final project work, two weeks of sandbox environment access, and two weeks of post-class support.
• Smart Business Analysis Two-week engagement that reviews how work moves through an organization, identifies time-consuming tasks, calculates ROI for each automation opportunity, and delivers a prioritized automation roadmap to support leadership approval and investment decisions.

Quantifiable outcome

• $2M+ annual cost savings for healthcare client
• +5 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability5 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• SS&C Blue PrismcoreTechnology or IntegrationSimpliSmart is a certified SS&C Blue Prism partner, part of their award-winning partner program. Combines Blue Prism's AI-powered process automation and orchestration technology with SimpliSmart's industry expertise to deliver enterprise automation solutions. Provides access to Blue Prism's agentic and cutting-edge AI governance capabilities.
• MicrosoftcoreTechnology or IntegrationTechnology partner utilizing Microsoft Power Platform (Power Automate, Power Apps) as a core automation platform. Built AI-enabled workflows leveraging Microsoft's Power Platform for healthcare claim automation and other client solutions.

Scale indicators6 records

Recent moves2 records

Expansion highlights5 records

Broad incumbents

• Slalom: Global consulting firm with a dedicated intelligent automation practice and Microsoft partnership that overlaps SimpliSmart's Power Platform and healthcare delivery focus, at meaningfully greater scale.
• Accenture: Global consulting leader with a large-scale intelligent automation practice and strategic alliances with UiPath, Blue Prism, and Microsoft — competes for the same enterprise automation budgets as SimpliSmart across healthcare and other verticals.
• Genpact: Global professional services firm with deep intelligent automation and digital transformation practices serving healthcare and finance — directly comparable in target verticals and RPA tooling, but operates at significantly larger scale.
• Persistent Systems: Large IT services firm with a dedicated intelligent automation/RPA practice spanning Blue Prism, UiPath, and Microsoft — comparable offerings across the same platform stack, but at much greater scale and with broader service lines.
• West Monroe Partners: Larger US-based management and technology consultancy with an established intelligent automation practice serving healthcare and other regulated industries — comparable vertical mix and digital transformation orientation, but broader portfolio.

Direct peers

• Reveal Group: Boutique intelligent automation consultancy with deep Blue Prism and UiPath expertise, focused on enterprise RPA delivery and CoE enablement — directly comparable in size, model, and platform partnerships to SimpliSmart.
• Nividous: Intelligent automation solutions provider combining RPA, AI, and BPM with implementation services; comparable full-stack IPA positioning and emphasis on measurable business outcomes.
• WonderBotz: Mid-sized RPA/AI services firm specializing in enterprise intelligent automation implementations across multiple verticals including healthcare; comparable boutique services model and platform-agnostic positioning.
• Auxis: Boutique consulting firm focused on RPA, intelligent automation, and shared services transformation for mid-market and enterprise clients — directly comparable services scope and target customer profile.

Others

• Apromore: Process mining and process analytics technology partner of SimpliSmart; comparable through its role in the automation discovery layer that SimpliSmart resells/implements rather than as a direct competitor.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/simplismart-io

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SimpliSmart