Types of common departmental processes that you can automate right now:

Types of common departmental processes that you can automate right now:

Many companies, in fact, whole industries are still a little hesitant to invest heavily in process automation with RPA and AI. Perhaps you're in a behemoth organization that hasn’t quite worked out how to fit process automation into the overall strategy and your company very risk-averse.

The reality is, these companies are more at risk by not including automation into their transformation strategy

You may be getting left behind by competitors who are using automation to operate faster, more accurately, enhance their customer experience, scale to serve more clients, whilst reducing costs and boosting staff morale by removing monotonous. repetitive tasks.

Or perhaps you’re in a smaller company that has only caught wind of the new technology from articles like this one or by observing a competitor. even your ‘not-so-early adopter’ competitors are getting an edge by leveraging intelligent automation.

RPA and is a lot more mainstream these days so you will find many case studies of how process automation and intelligent automation is benefiting businesses like yours, so maybe it's up to you to bring automation into your business and get top-down buy-in and excitement about this technology. Let's take a look at some example processes that you could actually be automating right now


Common use cases

  • Customer onboarding
  • Daily briefings based on calendar and assigned tasks
  • Data migration and entry
  • Extracting data from PDFs, scanned documents, and other formats
  • Generating mass emails
  • Issuing refunds
  • Periodic report preparation and dissemination
  • Procure-to-pay
  • Product categorization
  • Pulling data from multiple websites to identify best deals on auction websites
  • Quote-to-cash
  • Transferring business cards to Salesforce
  • Updating inventory records
  • Updating vendor records

Banking, Finance & Insurance

  • Appeals processing
  • Claims processing
  • Daily P&L preparation
  • Financial planning
  • Know Your Customer (KYC)
  • Loan processing
  • Logistics — Trade Finance
  • Reconciliation
  • Responding to partner queries
  • Trade execution

Customer Service & Sales

  • Automating multi-step complex tasks that require little decision-making
  • Creating and delivering invoices
  • Obtaining detailed billing data
  • Loading a detailed customer profile
  • Resolving simple but common customer issues
  • Updating user preferences and other user information

HR

  • Absence management
  • Candidate sourcing
  • Employee data management
  • Employment history verification
  • Expense management
  • Hiring & onboarding & headcount reduction
  • HR virtual assistants
  • Payroll automation

Tech & Support

  • Fault remediation
  • Opening up internal tools to customers or employees
  • Regular diagnostics
  • Regular testing
  • Software installations


Do any of these use cases resonate with you? Are you unsure how to start automating them, or have you tried to automate these but have not had much success? Or do you have general use cases you can share with other readers? Leave your comments below

Check out these 6 steps to get started with automation today, hope that helps!

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You can also learn more from my book,?Business @ the Speed of Bots: The AEIO YOU method HOW TO IMPLEMENT ROBOTIC PROCESS AUTOMATION THAT SCALES. Get ready for the new digital transformation age for more information.?The foreword is written by Guy Kirkwood, who is the ex-Chief Evangelist at UiPath, and a very well-known advocate of RPA with over 20 years of experience in outsourcing.



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David Martin

More Work Done, Same Staff – Automate Boring Work – RPA & AI - Productivity by Automation - Software Robots

2 年

Thanks for sharing Tony Walker. I can see your list of "Use Cases" is similar to ours. In our experience a lot depends on the core business applications a client has in place, as these often determine where staff perform a lot of manual processing work.

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