In today’s fast-moving business world, Birad Bhatt, Automation Delivery Manager at UST Global, is helping companies work smarter through automation. With over 15 years of experience, he blends finance expertise with technology to create solutions that save time, cut costs, and boost efficiency. From Fortune 100 firms to mid-sized businesses, Birad’s RPA strategies are driving real digital transformation.
From Finance to Automation: A Career Built on Curiosity and Innovation
Bird’s background is in accounting and finance. He holds a Bachelor’s in Managerial Accounting from the University of Mumbai, and an MBA in Finance from LaSalle University in the U.S. He’s also a Certified Management Accountant (CMA) and holds several technical certifications in intelligent automation, including as a Blue Prism ROM Architect.
So how did he move from finance into technology?
“During my studies, I was always interested in Management Information Systems,” Birad explains. After graduation, he worked on a process improvement team at a supply chain company, where he got the chance to dig into how businesses run and identify ways to make them better.
When the team started exploring automation, Birad was one of the first to raise his hand. That’s when his journey into RPA began and he hasn’t looked back since.
What Makes a Great Automation Strategy?
Birad has designed automation solutions for industries like banking, healthcare, logistics, energy, retail, and manufacturing. So, how does he create automation strategies that work across such different sectors?
He says it comes down to a simple idea:
“Every business process has three parts: the work coming in, the work being done, and the work going out. No matter the industry, the structure is similar.”
Based on this, he follows key steps:
- Identify automation opportunities
- Build a strong business case
- Choose the right tools
- Manage change carefully
- Define clear success metrics
He emphasizes close communication with business leaders and project sponsors. “You need everyone on the same page before you start,” Birad advises.
Turning Business Metrics into Real Results
One thing that sets Birad apart is his strong grasp of business performance. He doesn’t just create bots he creates value.
Before starting an automation project, Birad conducts feasibility studies. He works with clients to calculate:
- How much time and money can be saved
- What the return on investment (ROI) will look like
- How to plan over 5 years
“Business executives need to see the numbers,” he says. “If you can show clear gains, it’s much easier to get their support.”
Tracking Success with the Right KPIs
So how do you measure if an automation project is working?
Birad uses built-in features of RPA platforms to track:
- Average handling time for tasks
- Business exceptions or errors
- System usage and performance
These help teams know what’s working and where improvements are needed.
For example, in the banking sector, Birad has used Blue Prism’s security features to help meet strict compliance and data protection needs one reason financial institutions trust the platform.
Building Trust Through Communication
Bird’s financial knowledge helps him speak the same language as his clients.
“Understanding business operations makes it easier to connect with teams and leaders,” he says. This builds trust and makes people more willing to share their challenges so the solutions really fit their needs.
Overcoming Challenges with Teamwork and Planning
No automation project is ever simple. Birad recalls a recent complex case: a client wanted to upgrade their automation infrastructure while continuing to develop new bots.
The challenge? Making sure the old bots didn’t break during the upgrade, and new bots worked well in the updated system.
Bird’s team used a phased approach, upgrading in steps and rolling back anything that didn’t work. The key was coordination between many teams and clear communication with process owners.
AI and the Future of Automation
Birad is excited about where automation is heading especially with AI.
He explains that AI tools are making RPA smarter. For example, OCR (optical character recognition) helps bots read handwritten documents, while large language models (LLMs) can understand and sort customer emails automatically.
This “hyper automation” trend combines RPA, AI, and machine learning to go beyond simple tasks and optimize entire operations.
How Automation is Changing Banking
Birad has deep experience working with banks. He’s helped automate:
- Tax compliance reports (like NRA and FATCA)
- Audit and functional reporting
- Customer service processes
The result? Lower costs, faster processing, and better compliance.
From chatbots to AI-powered prediction tools, automation is now central to how modern banks work.
Managing Change During Digital Transformation
Digital change isn’t just about tools it’s about people. Birad says there are three key things needed to manage change well:
- Leadership support – Senior leaders must show they believe in the vision.
- Team involvement – People using the process should help design it.
- Proper training – Everyone should understand what bots can and can’t do.
When people feel involved and prepared, they’re more open to using automation.
The Power of Training and Citizen Developers
Training is another area Birad is passionate about. He believes in empowering non-technical employees also known as citizen developers to build simple automations themselves.
To do this right, companies need:
- Hands-on training
- Sandbox environments (safe spaces to learn and test)
- Ongoing support and guidance
- A governance framework to manage risk
This approach not only spreads digital skills but also helps build a culture of innovation.
Skills for the Future of Automation
For those wanting to follow in Bird’s footsteps, he offers this advice:
“You need to be comfortable with both business and tech. Learn how to think logically, speak clearly, and solve real problems.”
Key skills include:
- Understanding business processes
- Knowledge of RPA tools and scripting languages
- Design thinking and agile methods
- Strong communication and leadership
As automation evolves, so must its professionals.
Conclusion: A Leader in Smart, Scalable Automation
Birad Bhatt’s journey from finance to automation shows how powerful the mix of business insight and technology expertise can be. By focusing on real-world problems and practical results, he’s helping companies across industries use automation not just to save time, but to transform how they work.
Whether it’s upgrading infrastructure, measuring ROI, or preparing teams for change, Bird’s approach puts people, strategy, and technology together in a way that works and that’s what makes his story worth following.
1. What is RPA?
Answer:
RPA stands for Robotic Process Automation. It uses software program bots to do repetitive responsibilities like records entry or emails saving time and decreasing errors.
2. How does automation help my business?
Answer:
Automation makes work faster and cheaper. It handles boring tasks so your team can focus on more important things.
3. Is automation only for big companies?
Answer:
No! Small businesses can use automation too. Even easy duties like sending emails or updating data may be automatic.
4. Who is Birad Bhatt?
Answer:
Birad Bhatt is an expert in automation with 15 years of experience. He enables organizations to enhance their paintings and the usage of smart tech and RPA.
5. How do I know what to automate?Answer:
If a task is repeated frequently and follows clean steps, it’s an excellent fit for automation like filling paperwork or developing reports.
Related Post; How Birad Bhatt is Shaping the Future of Automation Across Industries
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