RPA: How Easy Is It To Get Started?

In the first blog, I have discussed the basic principles of Robotic Process Automation (RPA) and explored why the technology provides a tremendous opportunity for insurers. In this post, I’ll discuss how to get started implementing an RPA solution in your company.

The first thing to understand is that unlike traditional technology investments, the best way to get started in RPA is by jumping in with both feet. At Charter Global, we recommend starting with an affordable pilot program that can deliver real-world results in about four weeks.

The pilot begins by choosing a process to automate and identifying the underlying systems and platforms used to complete the task. The business owners then work with us to capture the entire process from start to finish, with each input, review, decision, and output identified and documented.

While this is taking place, we look at the hardware and software tools available and select the one that is the best fit for your organization. Because configuration does not require that the underlying systems and applications be modified, the configuration is relatively straightforward and efficient. The process documentation already captured above is entered into the software to replicate the previous manual workflow’s touchpoints and decisions.

Once the software is configured, new processes can be easily added and modified by business users, without the assistance of IT resources.

After the usual testing and output checks, the outcome of the four-week pilot is a working process automation system that can be explored and modified as you go, responding to identified goals and opportunities and providing real-world metrics and outcomes.

As this series of blog posts has outlined, RPA offers insurers a tremendous opportunity to reduce costs and improve service levels without a huge investment of either time or money. Maybe it’s time for your company to implement a pilot and see how it works for you.

Ready to get started with RPAs in your business? Set up a free consultation with the Charter Global automation team today!