Robotic Process Automation

A Step-by-Step Guide to Implementing Robotic Process Automation

  Updated 01 Nov 2023

Transforming Healthcare

Modern businesses are looking forward to automating more and more processes, and hence, robotic process automation (RPA) has emerged as a leading solution in recent times. RPA is similar to IT automation but makes use of artificial intelligence and machine learning techniques that empowers the software to respond to unexpected or unknown conditions. Therefore, Robotic Process Automation is an ideal solution for businesses that wish to automate complex business and operational processes.

Robotic Process Automation will have an immensely positive impact on a business enterprise. RPA can optimize workflows, enhance productivity, and promote growth. Once RPA studies the existing processes and applications, it will be capable of adapting to change situations and also communicating with other systems or applications on its own.

However, is the implementation of robotic automation processes easy? Business enterprises should have clear-cut goals and well-defined strategies in place for RPA implementation. Consider a few challenges that are faced by business enterprises concerning Robotic Process Automation.

Robotic Process Automation- The Challenges

The first towards the successful implementation of RPA is to outline the potential challenges involved and draft the relevant strategies to meet them. As the leading provider of Robotic Process Automation services, we have curated key challenges that are faced by several business enterprises during RPA implementation:

Having a clear idea of the potential challenges that might encounter during RPA implementation can help business enterprises seamlessly go ahead with the automation process.

  • Misinterpreted expectations concerning RPA implementation
  • Choosing the wrong set of tools for RPA
  • Choosing the wrong set of tools for RPA
  • Inability to accurately determine ROI
  • Identification of the wrong processes for RPA implementation
  • Technical and operational failures
  • Lack of significant support from the company leadership
  • Shortage of a skilled team for Robotic Process Automation services

If you are a business enterprise and are looking for the best Robotic Process Automation Services, we’ll be happy to help. Our RPA experts have curated some key aspects considered when implementing RPA. The following list of steps will ensure that you have a successful RPA implementation.

Step-by-Step Process for a Successful RPA Implementation

1. Choose the Right Software

The primary step for successful RPA implementation is choosing the right and most suitable software. Several RPA solutions are available in the market. So, do adequate research and find the one that best fits the needs of your business organization. Ensure that you utilize only the best Robotic Process Automation services for seamless and hassle-free RPA implementation.

2. List out the Required Business Processes to Automate

Remember that not all business processes are suitable for RPA. Hence, business enterprises should have an expert strategy in place to pick suitable processes for RPA. Once the right processes are picked, prioritize them as per certain factors like complexity and ROI. Also, reflect upon the future viability of the automated processes, namely their purpose, the business context involved, and how a specific automated process can impact future business operations and the overall automation process.

3. Execute Feasibility Assessment

Performance feasibility assessment is a two- two-step process. It will help you determine to what extent a process can be automated. The two-step process involves process examination and technical feasibility. Who will be executing this assessment? The following people will be involved:

  • The operation user
  • An SME (Subject Matter Expert)
  • An RPA expert

4. Make Necessary Readjustments or Modifications

Once the feasibility assessment is executed and the report is generated, identify the processes that are not structured or well-defined, those that are not in compliance with relevant standards, not optimized and recorded, and those that are not executed as planned or executed. Once you identify such processes, reoptimize and restructure them by making the necessary modifications.

5. Compile the Relevant User Stories

Why is a user story important? It gives an end-user perspective of the application. Additionally, it explains the application features and user requirements in detail. The user story is also vital to get a detailed and defined description of every process that needs to be automated. According to the data obtained by the user story, one can develop a process definition document that consists of defined RPA workflows, which are integral for the development team.

6. Initiate the Development Process

Once the RPA workflows are generated, the development process begins. By utilizing a range of advanced tools like UiPath and Blue Prism, developers create automated program code and scripts through RPA. Based on their specific needs, business enterprises should use the appropriate RPA tool, and each RPA tool has unique functions and abilities.

7. L7. Testing of the RPA Process

Thoroughly test the RPA Process to examine and study its performance in all possible scenarios. This is important to ensure that the software is working as intended and to identify any potential issues. Make a note of any bugs during the process execution. Inform the development team of the performance issues and bugs so that they can be fixed promptly.

8. Reconfirmation and Deployment of the RPA Process

Once the initial technical issues, bugs, and performance errors are identified and rectified by the development team, confirm whether the test results are perfect or not. When it is, then the RPA solution is ready for deployment. Once the software is up and running, it will be able to dramatically improve the efficiency of the organization and the business processes throughout the enterprise.

The Advantages of Incorporating Robotic Process Automation Services

Robots and Robotic Process Automation services have been a staple in industrial factories for many years, and they have the potential to change business workflows dramatically in the coming years. Robotic process automation (RPA), or the “robotic” software that can automate a variety of business processes throughout the enterprise, is the key to simple workflows, enhanced efficiency, and growth.

Though RPA is similar to IT automation which is already in place within many business organizations, RPA is smarter, more advanced, and much easier to use. Its ability to utilize artificial intelligence (AI) and machine learning techniques makes it the ideal solution to simplify modern business processes and make them more effective and precise. RPA can be used to automate a wide variety of business processes, including:

  • Data entry
  • Data mining
  • Financial analysis
  • Invoice processing
  • Order processing
  • Procurement
  • Employee onboarding
  • Employee offboarding
  • HR benefits administration

RPA Use cases

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1. Customer Service

Modern businesses have to effectively adapt to the preferences of modern customers. Since customers are now accustomed to quick and efficient solutions, business enterprises have to ensure that they deliver accordingly. With RPA, businesses can provide quick and efficient results to customers, answer basic queries and provide initial responses and solutions. Additionally, Robotic Process Automation can help in segregating queries into different categories, such as dividing them according to the department that should handle them- tech department, accounts department, etc. What will be the result? Such categorized sorting of queries will ensure that the right customer care executive provides the required solution quickly. Customers will not have to undergo the exhaustive process of having their call transferred from one executive to another. Customer Service can be easily robotically automated if you collaborate with the right robotic process automation company.

Research also states that over 70% – 80% of rule-based business processes can be automated. If you run a business enterprise that is frequently in touch with customers, it is a good idea to automate your customer service segment.

2. Invoice Processing

Another vital Robotic Process Automation application is Invoice Processing. Companies possess a large volume of invoice processing, and due to the repetitive manual tasks involved, payments are usually delayed and sometimes are also inaccurate. Timely payments can help deliver quality goods and services from the vendor and ensure a long-term relationship with vendors. However, invoice processing has several challenges dealing with formatted invoices, gathering consolidated data from multiple sources into a single financial database system, and more. Manual invoice processing and paper-based invoice formats can be automated using OCR. RPA can automate processes like data input and reconciliation error, make certain decisions during invoice processing that call for less human intervention, and ensure accuracy. From receipt to payment, Robotic Process Automation can automate the end-to-end process.

RPA has a plethora of advantages. When manual and repetitive business processes are robotically automated, here are the advantages involved, business organizations can:

  • Reduce processing time
  • Improve accuracy
  • Increase efficiency
  • Free up employees to focus on higher-value tasks

RPA is still in its early stages of adoption, but several Robotic Process automation companies already offer a wide range of RPA services.

Wrapping Up

Here is a brief outline of how business organizations can get started with RPA:

  • Assess which business processes are potential candidates for automation
  • Identify the benefits they hope to achieve by automating those processes
  • Select a software vendor and solution that meet their needs
  • Implement the solution and monitor the results

RPA has the potential to change the way businesses operate, and those business enterprises that choose the best Robotic Process Automation services are on the path that leads to productivity, growth, and efficiency.

Table of content
  • – Robotic Process Automation- The Challenges
  • – Step-by-Step Process for a Successful RPA Implementation
  • – The Advantages of Incorporating Robotic Process Automation Services
  • – RPA Use cases
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