Overview of Robotic Process Automation (RPA)
Humans are entering a new era of automation. Robotic Process Automation (RPA) is one transformation that automates our daily repetitive tasks. Like AI in RPA and chatbots, RPA enhances efficiency in human actions. With RPA, we get a virtual team member who can perform repetitive activities faster and more cost-effectively than humans. RPA tools and RPA services help businesses achieve significant cost reduction and improve process optimization.
Implementing RPA with Human Collaboration
The companies that implemented the RPA do not think of replacing their employees with automated bots. Instead, they want to relocate these workers to focus on creative and strategic work rather than repetitive work. RPA can prove to be highly beneficial when it comes to the market.
24/7 Automation for Consistency and Accuracy
RPA bots automate data 24/7 without any break. It never makes any mistake. It hampers your team's productivity. They work tirelessly with the same consistency and accuracy as humanoid robots made of software code.
Enhancing Sales with Data Collection and Up-Selling
With RPA, businesses can monitor customer activities for up-selling by targeting and preparing data for customer subscriptions or warranty renewals. Data extraction through web scraping for both marketing and sales activities becomes more efficient.
Maximizing Sales Opportunities through Automation
RPA bots can be programmed to monitor a client's policy status and identify discounts and bundle opportunities. Through this, businesses can send highly segmented emails to maximize sales opportunities.
Seamless Integration with IT Infrastructure
RPA works alongside the IT structure and just needs to be trained on how to use it. It uses the same graphic user interface that human workers use to complete tasks, ensuring the IT landscape does not need to be changed to accommodate RPA at a minimal cost.
RPA is helping financial institutions to provide 24/7 support for important activities and processes. Click to explore about, Robotic Process Automation (RPA) for Financial Services
Top Use Cases of RPA Implementation in Industries
There are various RPA use cases in the trending industries to stay competitive. Below are the industry types, their challenges, and solutions to the problems.
Human Resources
Robotic Process Automation (RPA) bots can compare resumes with the description for a particular job and shortlist those resumes. With the help of RPA, offer letters are customized according to the selected candidate. It also helps to check and keep track of time-to-time company reviews. Bots allow HR to manage employee data effectively, ensuring data extraction and storage. RPA tools can also verify the history of a team member.
Employee-On Boarding
Problem: Onboarding an employee can be a very tedious task. RPA can help us with this. In this use case, when an employee is onboarded, their details must be filled in the system. Process:
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Log in to the portal.
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Search for the team member in the portal.
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If the team member does not exist, then a mail will be generated.
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If the employee exists, then data will be extracted from the passport, which is in the Folder. (The folder will be with the employee ID)
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Fill out the extracted data and complete the sections.
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Choose the particular option from the drop-down as per requirement.
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In section 3: The Performance evaluation will be selected based on the table given.
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In Sponsor name: We will check for the business unit if it is city max or not. For "Citymax," We will pick the name from the duty form.
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Other business units will open SharePoint and search for employees, extract the "Labor Card number," and consider it a work permit number.
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The work permit number will be searched on the Mohre portal, and the company code will be extracted from there.
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Read the offer letter from the Folder, extract salary details, and fill in Section- 4.
Figure 1: Employee-On Boarding with RPA
Night Audit Process
Problem: The night audit process is an end-of-day process. This process takes up all the hotel's financial activities that have taken place in one day and adds them to their appropriate accounts.
Process:
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Log in to the opera portal.
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Go to "Front Desk"
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Search for room type "PI."
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Open room "9509".
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The value of "Blocks not Picked Up" should be 0.
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If not 0, then no nights will be updated from 0 to 1, and then repeat the "PI" room check.
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Otherwise, open the "End of Day routine" and log in.
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Check for the country so that no entry should be blank. If any country block is empty, then log into Vicas and get the country from there.
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If any arrival has not been checked in, it should be canceled.
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Next, check the balance of PI rooms if zero or not. If not zero, the number of nights is increased from 0 to 1.
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Cashier closing will be done, and notes will be added at the end of the day.
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The message should be broadcast to all terminals so they can log out.
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Run the "End of day" procedure and wait for it to complete.
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Run the final report and Print it if needed.
Figure 2: Night Audit Process with RPA
Resume Automation Process
Problem: HR receives many resumes daily. Saving data, downloading resumes, and sending the same message to every person manually can be a difficult and labor-intensive task. We can automate this process through RPA in human resources management, by which all resumes will be downloaded and stored in a folder, and all email IDs will be extracted into an Excel sheet. Then we can easily send a message to every person at the same time without spending so much time.
Process:
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The bot will log in to Gmail.
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It will check for unread emails.
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The emails that contain the keyword resume anywhere a mail will be shared with them with a Google form.
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The person will enter the details.
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The data will be extracted from the Google form. '
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There, we can apply the filtration of qualifications and other constraints as per our creed rules.
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A mail will be sent to them for their further selection procedure.
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An Excel sheet will be created with all mail IDs and shared with HR.
Figure 3: Resume Automation Process with RPA
Invoice Processing
Problem: We receive many invoices that need to be updated and sent for approval. This is a time-consuming task and gets completed when payment is made and updated. We receive invoices in the form of PDFs. The data has to be copied from the PDFs to the portal for correct accounts and sent for approval. This manual work contains many chances for human errors and is time-consuming. The issue of invoice processing can be solved with RPA. All data will be completed with automation without human intervention, reducing errors and time.
Process:
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Save the invoices received by mail from vendors.
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Save all the attachments in the local folder.
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Create a process to extract the data from the Invoice and store them in variables.
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Open portal. Search for the account.
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Add the portal, and data details will be successfully updated on the portal.
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The invoice will be saved on the system for records. And can also be shared by mail.
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And the process continues with the next invoice.
Figure 4: Invoice Processing with RPA
Manufacturing Industry
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One of the primary benefits of Robotic Process Automation (RPA) in manufacturing automation is that it can generate accurate reports of production.
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RPA can automate emails, monitor inventory levels, and simplify paperwork digitization in inventory management, reducing the manual effort in invoice processing and optimizing workflows.
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RPA use cases in manufacturing show how bots can automate bills of material by data extraction and providing accuracy in data, leading to fewer transactional issues and errors and contributing to error reduction and process optimization.
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PODs (Proof of Delivery) are essential documents for the manufacturer's customer service department. These documents contain a high risk for human errors and are highly labor-intensive tasks. These problems can be solved with the help of RPA bots, enabling automation in the industry and improving workflow automation.
Retail Industry
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In retail, bots can extract data to help businesses categorize products and identify their market share in different regions, driving automation in the industry and contributing to process optimization. This also helps in saving countless hours of work by leveraging RPA tools.
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Returning any product involves a lot of formalities and processing. Bots enable checking the record and quickening the entire return process, streamlining workflow automation and improving customer onboarding.
Telecommunications Industry
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Bots can assist customers by offering guidance on their first call, improving customer onboarding and workflow automation.
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Automation can provide comparative price analysis to a telecom company, enabling cost reduction and enhancing business process automation (BPA).
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RPA can offer assistance in addressing faults in real-time with negligible human intercession, streamlining telecommunications automation and improving intelligent automation.
Healthcare Industry
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RPA can provide automation solutions to healthcare organizations, from operational processes to patient interaction and bill payment, enhancing business process automation (BPA) and improving workflow automation.
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Bots can manage and schedule patient appointments, streamlining customer onboarding and reducing administrative workload.
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RPA can use the document digitization process to prepare documents, enabling compliance automation and improving data extraction efficiency.
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Bots can track patient records, medical records, and other essential documents, optimizing inventory management and reducing human errors in data handling.
Insurance Industry
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Robotic process automation refers to bots doing the repetitive work of human workers, such as information collection of customers, data extraction, and so on.
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Insurers fetch data automatically from registration forms with the help of Robotic Process Automation, streamlining data extraction and improving process optimization.
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In insurance, RPA increases data reliability by replacing the manual process and removing human errors, contributing to error reduction and enhancing business process automation (BPA).
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Bots can deal with different data formats to extract essential and relevant data, enabling efficient data extraction and supporting automation solutions.
IT Industry
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The user login management system automatically uses OTP generation to secure login, reset a password, and more.
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RPA provides temporary admin access according to companies' needs, ensuring smooth workflow automation in IT industry processes.
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Server crashes and downtime are a nightmare for every IT department. RPA automatically reboots, shuts, restarts, and reconfigures various types of servers. It helps organizations to reduce IT operational costs and save time.
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With a single click, complex systems can be installed quickly and in a short period by using RPA tools, driving intelligent automation, and improving automation solutions.
Banking Industry
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RPA helps banks and accounting departments to automate repetitive manual processes. And allows the employees to do more critical tasks.
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With the help of RPA, it becomes a quick and straightforward process to open an account, improving customer onboarding and streamlining workflow automation.
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Know Your Customer (KYC) and Anti-Money Laundering (AML) processes can be easily handled with the help of RPA, enhancing compliance automation and reducing the risk of human errors.
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RPA makes it easy to track accounts and send automated notifications for the required document submissions.
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The manual process of generating audit reports takes several hours. Still, it can be completed in minutes with the help of RPA bots, enabling faster business process automation (BPA) and contributing to error reduction.
Benefits of RPA in Industry Automation
Robotic Process Automation (RPA) has emerged as a transformative technology in industry automation, offering numerous benefits that enhance operational efficiency and reduce costs. Here are some key advantages:
The Future of RPA in Industry Automation
The future of Robotic Process Automation (RPA) in industry automation looks promising, driven by advancements in technology and increasing adoption across various sectors:
Integration with AI
The combination of RPA with artificial intelligence (AI) technologies is set to enhance the capabilities of automation solutions. This integration will enable more complex decision-making processes and improve the handling of unstructured data, further optimizing business operations.
Expansion of Use Cases
As organizations continue to recognize the benefits of RPA, its application will expand beyond traditional areas like telecommunications automation and manufacturing automation into more complex workflows across different industries.
Hyperautomation Trends
The trend towards hyperautomation—where multiple automation technologies work together—will likely dominate the landscape, leading to even greater efficiencies and process optimizations across sectors.
Focus on Intelligent Automation
Future developments will increasingly focus on intelligent automation, which combines RPA with machine learning and cognitive technologies to automate more sophisticated tasks that require human-like judgment.
Digital Transformation Catalyst
RPA will continue to play a critical role in driving digital transformation initiatives within organizations, enabling them to adapt quickly to changing market conditions and consumer demands.
Closing Thoughts on RPA Implementation
Industries have now started implementing automation solutions with Robotic Process Automation (RPA) technologies to minimize human errors. In one way, reducing human resources creates the ability to increase productivity. Using RPA tools in their back-end operations, companies can save 40% in various fields of business. This applies to any of the RPA use cases in the industries mentioned above, contributing to process optimization and cost reduction.
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