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Automate your rule-based processes to get the job done faster and with greater accuracy. Repetitive processes that interact with other applications in a predictable fashion are fitting candidates for robot-led automation. Let us help you identify automation opportunities in your business processes.
Two-Step Approach to Intelligent Automation
Automate Repetitive Tasks
Replace human operators with bots to perform monotonous jobs. Built to mimic human behavior, software bots can tackle high-volume, repetitive tasks increasing the speed of delivery. Your employees can focus on higher-value activities.
Extend with Cognitive Technologies
Incorporating machine learning, natural language processing, speech recognition, and similar cognitive technologies, software robots can be empowered to perform higher-order tasks requiring judgment. When combined with powerful analytics, cognitive RPA can deliver greater customer satisfaction.
Automate Repetitive Tasks
Replace human operators with bots to perform monotonous jobs. Built to mimic human behavior, software bots can tackle high-volume, repetitive tasks increasing the speed of delivery. Your employees can focus on higher-value activities.
Extend with Cognitive Technologies
Incorporating machine learning, natural language processing, speech recognition, and similar cognitive technologies, software robots can be empowered to perform higher-order tasks requiring judgment. When combined with powerful analytics, cognitive RPA can deliver greater customer satisfaction.
Benefits of Robotic Process Automation
Saves Time
Software bots can work 24x7 without rest improving turnaround time.
Boosts Efficiency
With bots taking over rote jobs, you can move knowledge workers to value-added functions.
Enhances Service
Bots eliminate the possibility of errors and discrepancies associated with manual effort, increasing customer satisfaction.
Improves Compliance
Automation solutions make it possible to track every step and ensure compliance with regulations and standard operating procedures.
Increases Scalability of Operations
Automation makes it easy to scale operations without additional resources or costs.
Delivers High ROI
The time, cost, and quality benefits that RPA entail cumulatively contribute to a good return on investment.
Saves Time
Software bots can work 24x7 without rest improving turnaround time.
Boosts Efficiency
With bots taking over rote jobs, you can move knowledge workers to value-added functions.
Enhances Service
Bots eliminate the possibility of errors and discrepancies associated with manual effort, increasing customer satisfaction.
Improves Compliance
Automation solutions make it possible to track every step and ensure compliance with regulations and standard operating procedures.
Increases Scalability of Operations
Automation makes it easy to scale operations without additional resources or costs.
Delivers High ROI
The time, cost, and quality benefits that RPA entail cumulatively contribute to a good return on investment.
Where to Apply Robotic Process Automation
Compliance Management
Traditionally, testing of compliance to regulations was performed manually using compliance checklists. Applying bots to compliance testing ensures continuous monitoring and better compliance with regulatory requirements and internal policies.
Payroll Processing
Robotic process automation can be applied to payroll processing to effectively tackle the time-consuming and large-volume task that organizations face monthly. Bots can quickly verify data across systems to compute paychecks accurately validating timesheet, leaves, and reimbursements.
Content Management
RPA can be applied to a variety of document management scenarios such as aggregation of data from different sources, event-driven data aggregation, tracking changes in document versions, and document classification.
Talent Acquisition
Software bots can be used to source resumes from different platforms, sort them, access value, and identify the most suitable ones. This decreases spam and streamlines the recruitment process reducing the stress of recruiters.
Procurement Management
Rule-based manual processes involved in purchase requisition can be automated. This leads to lowering of errors and delays in invoice processing and payment scheduling. Businesses can achieve significant efficiency and cost reduction by automating procurement processes.
Supply and Demand Monitoring
Software robots can monitor production processes and send reports in real time. This allows manufacturers to maintain optimal inventory levels and adjust operations against changing customer demand patterns.
Compliance Management
Traditionally, testing of compliance to regulations was performed manually using compliance checklists. Applying bots to compliance testing ensures continuous monitoring and better compliance with regulatory requirements and internal policies.
Payroll Processing
Robotic process automation can be applied to payroll processing to effectively tackle the time-consuming and large-volume task that organizations face monthly. Bots can quickly verify data across systems to compute paychecks accurately validating timesheet, leaves, and reimbursements.
Content Management
RPA can be applied to a variety of document management scenarios such as aggregation of data from different sources, event-driven data aggregation, tracking changes in document versions, and document classification.
Talent Acquisition
Software bots can be used to source resumes from different platforms, sort them, access value, and identify the most suitable ones. This decreases spam and streamlines the recruitment process reducing the stress of recruiters.
Procurement Management
Rule-based manual processes involved in purchase requisition can be automated. This leads to lowering of errors and delays in invoice processing and payment scheduling. Businesses can achieve significant efficiency and cost reduction by automating procurement processes.
Supply and Demand Monitoring
Software robots can monitor production processes and send reports in real time. This allows manufacturers to maintain optimal inventory levels and adjust operations against changing customer demand patterns.
RPA Enables Work From Home
As RPA automates processes, streamlines workflows, and seamlessly connects with IT systems, the need for humans to intervene reduces drastically.
Most of the labor-intensive and high-volume tasks can be taken over by robots that start and complete tasks with little intervention. This paves way for work from home opportunities, which studies have shown to spur creativity and innovation.
Using Cognitive RPA for Document Processing
Automation of less structured content requires more advanced robots that can understand natural language, process unstructured data, recognize patterns, and teach themselves to handle different cases. Cognitive technologies when integrated with rule-based automation delivers powerful robots capable of mimicking human activities.
Blending technologies such as machine learning, natural language processing, computer vision, optical character recognition (OCR), and big data analytics, we can build you solutions for automating sales order processing, invoice processing, claims handling, loan/mortgage processing, or customer onboarding.
Customer Onboarding
In the financial services sector, regulatory compliance requires banks and other organizations to collect different types of official documents from customers for various services. Customer due diligence (CDD) is a critical onboarding process that helps banks assess the risk of new customers. Verification of the KYC (know your customer) documents is a cumbersome process when done manually as the daily numbers at a single branch can be in hundreds.
An RPA tool with optical character recognition (OCR) engine can be used to extract data from KYC documents and verify it against prescribed regulations. Automating the process reduces onboarding delays and improves the customer experience while ensuring compliance with rules.
Insurance Underwriting
RPA software can be used to collate data from disparate sources into a common place allowing underwriters to make a decision on the applicant’s policy eligibility. For instance, underwriters at auto insurance companies need to check for each applicant’s criminal history and motor vehicle-related accidents. They may also check with other insurers on the vehicle’s previous insurance claims.
In case of life insurance, factors affecting risk include medical history, family details, and personal activities. Accuracy and speed of risk profiling can be improved significantly by using automated tools to collect medical and social media data. Applying predictive modeling using machine learning algorithms, risk scoring can be refined. Artificial intelligence can also be applied to dynamically alter insurance pricing based on customer behavior.
In the financial services sector, regulatory compliance requires banks and other organizations to collect different types of official documents from customers for various services. Customer due diligence (CDD) is a critical onboarding process that helps banks assess the risk of new customers. Verification of the KYC (know your customer) documents is a cumbersome process when done manually as the daily numbers at a single branch can be in hundreds.
An RPA tool with optical character recognition (OCR) engine can be used to extract data from KYC documents and verify it against prescribed regulations. Automating the process reduces onboarding delays and improves the customer experience while ensuring compliance with rules.
Insurance Underwriting
RPA software can be used to collate data from disparate sources into a common place allowing underwriters to make a decision on the applicant’s policy eligibility. For instance, underwriters at auto insurance companies need to check for each applicant’s criminal history and motor vehicle-related accidents. They may also check with other insurers on the vehicle’s previous insurance claims.
In case of life insurance, factors affecting risk include medical history, family details, and personal activities. Accuracy and speed of risk profiling can be improved significantly by using automated tools to collect medical and social media data. Applying predictive modeling using machine learning algorithms, risk scoring can be refined. Artificial intelligence can also be applied to dynamically alter insurance pricing based on customer behavior.
How RPA Solutions Work
With only surface-level automation, RPA is often considered a cost-effective alternative to enterprise application integration (EAI). RPA tools interact with legacy systems in a non-invasive manner. They access applications through the user interface just like human operators and can be deployed without disruption to the core platform.
RPA platforms record the actions of a business user and generate executable scripts to carry out the same action. Alternatively, they provide graphical tools to create bots that can be used by business users and software developers alike.
With enterprise-grade security and advanced analytics, Jiffy is a single-stack automation solution that can process single-page or multi-page documents while learning and improving in the process.
From on-demand software bots to cognitive bots that can improve processes on their own, Automation Anywhere presents a sophisticated RPA platform integrated with real-time analytical capabilities.
UiPath is an easy-to-code tool built with a flexible architecture to allow integration with cognitive services from Microsoft, Google, and the like. A simple drag-and-drop interface makes it easy to work with.
Pioneers in robotic process automation, Blue Prism is best suited for automating repetitive back-office tasks and integrating with MS Office suite, SAP, databases, and other web applications.
Jiffy.ai
With enterprise-grade security and advanced analytics, Jiffy is a single-stack automation solution that can process single-page or multi-page documents while learning and improving in the process.
Automation Anywhere
From on-demand software bots to cognitive bots that can improve processes on their own, Automation Anywhere presents a sophisticated RPA platform integrated with real-time analytical capabilities.
Ui Path
UiPath is an easy-to-code tool built with a flexible architecture to allow integration with cognitive services from Microsoft, Google, and the like. A simple drag-and-drop interface makes it easy to work with.
Blue Prism
Pioneers in robotic process automation, Blue Prism is best suited for automating repetitive back-office tasks and integrating with MS Office suite, SAP, databases, and other web applications.
Implementing RPA in Your Enterprise—GIADA Approach
Successful robotic automation requires careful planning and implementation. Your RPA journey should begin with a study of the various processes in your enterprise. The exercise helps to capture undocumented processes and build a knowledge repository.
Once the processes to be automated are identified, process and automation experts can come together to determine the degree of automation possible. Some processes may need to be redesigned to maximize automation opportunities. The goal is to map the As-Is process flow to a To-Be workflow, which has minimum manual intervention and maximum automation. With an automation model customized to your needs, you can start implementing your RPA solution.
Activities in Enterprise RPA Implementation
Gather
Identify
Architect
Develop & Deploy
Analyze
Process mining and building of process repository
As-Is to To-Be workflow mapping
Solution design
Automation and testing
Benefit tracking
RPA opportunity assessment
High-level implementation plan
Technical design document
Defect management and deployment
Daily transaction execution report
Installation and configuration
Incident / change management report
Scaling the RPA Implementation
To deploy RPA across the organization and derive value, enterprises need a dedicated Center of Excellence (CoE). The RPA CoE will drive the automation initiative overseeing aspects such as organization, governance, technology, processes, and operations.
Once the RPA initiative has been accepted as an enterprise-wide strategy, you will need to identify someone to champion the cause and drive the implementation ensuring a healthy pipeline for automation. Process experts can act as RPA Business Analysts to identify and map processes.
The RPA Solution Architect will help choose the automation tool and design the technical solution integrating it with other areas of your enterprise. RPA developers will build automation workflows for processes identified and test the solution. The deployment team will be in charge of installation, configuration, continuous monitoring, and troubleshooting.
RPA Sponsor
Establishes RPA as a strategy
RPA Evangelist
Drives the implementation
or
Business Analyst
Identifies, analyses, maps processes
Solution Architect
Designs the RPA solution
Developer
Builds and verifies the automation workflow
IT Support Engineer
Deploys and monitors the solution
Main Actors in RPA COE
Main Actors in RPA COE
ClientQBurst
RPA Sponsor
Establishes RPA as a strategy
RPA Evangelist
Drives the implementation
Business Analyst
Identifies, analyses, maps processes
Solution Architect
Designs the RPA solution
Developer
Builds and verifies the automation workflow
IT Support Engineer
Deploys and monitors the solution
Embracing an agile approach for implementing RPA allows flexibility and helps to contain risks. With short development cycles, the RPA CoE can deliver iterative products.
At QBurst, we follow an agile methodology with short sprints and rigorous testing to enable speedy and high-quality delivery. A pilot project may be deployed and the learnings used to improve the final deployment. Monitoring and studying results help optimize the automation producing better results.
Your enterprise RPA journey can start with automating high-volume, time-consuming tasks that are relatively simple. Once these are successfully automated, you can move on to more complex processes involving multiple people and inter-departmental collaboration. Progressing from task automations to automated departments and then tackling inter-departmental processes allows for smooth scaling of RPA across the organization.
Set Up Your RPA CoE
Creating a scalable and functional RPA environment requires roles and responsibilities to be clearly defined and practical experience with automation tools for the implementation.
As your RPA partner, we can help build your RPA center of excellence and develop automation solutions customized to your specific needs. Our RPA experience covers a range of processes and we can use any of the leading RPA platforms to implement your robotic automation solution.
What processes are best suited for robotic automation?
Identifying the right processes is the first step towards a successful RPA implementation. Here are the common characteristics that help to pick jobs for automation:
Repetitive and consistent
Robotic automation can be applied to rote tasks that follow defined steps. The tasks are recurrent and do not deviate from the set pattern, making them easy for robots to perform.
High-volume and time-consuming
Back-office tasks that require a lot of time investment due to their sheer volume warrant automation, no doubt.
Should we go with RPA or BPM?
The short answer is it does not have to be an “either-or” case. Robotic process automation, like BPM, is one of the multiple tools for enterprise automation. During the investigative phase, you might identify many processes that can benefit from automation. There could be processes that need to be re-engineered before automating to produce maximum efficiency.
Is RPA for small enterprises?
Absolutely! Small businesses focus on keeping operations lean with limited staff. While technology can seem like a huge investment, robotic process automation allows small businesses to scale up and compete with bigger enterprises at a fraction of the cost associated with hiring new employees.
What are the benefits of RPA implementation?
Scalability and improved quality with reduction in cost are the most significant results of robotic automation. Some of the other outcomes include:
Morale boost
Bots taking on mundane tasks free up human intelligence for more creative and value-added activities. Employees feel more appreciated and productive.
Improved efficiency
RPA provides a lot of data about its processes. A business can use that information to improve workflows for efficiency.
What is the role of process mining tools in RPA implementation?
RPA projects are more likely to succeed with process mining. Process mining tools help capture the steps taken to complete a task (As-Is process). They also help in identifying bottlenecks and inefficiencies within a process. In short, process mining serves as a guide for automation highlighting the best candidates for RPA.
Will RPA implementation compromise data security and compliance?
Most enterprise-grade RPA platforms deliver automation with built-in security. Tools, such as Jiffy, help you meet security and compliance requirements with role-based access control (RBAC), secure credential management, and comprehensive audit trail.
