Unlocking Efficiency: Robotic Process Automation (RPA) for Diverse Businesses

Introduction

Robotic Process Automation (RPA) has emerged as a game-changing technology that empowers organizations to achieve processes optimization and operational costs reduction. RPA also enables businesses to free up valuable human resources and focus on strategic, high-value activities by automating mundane and repetitive tasks. RPA involves the use of software robots (or bots) to mimic human actions and interactions within digital systems.?

What is RPA?

RPA is a technology that uses software robots (or bots) to automate repetitive, rule-based tasks in business processes. These bots are designed to mimic the actions of a human user interacting with computer systems and applications. RPA is typically used for tasks that are rule-driven, high-volume, off hours processing and require little to no human decision-making.

Advantages of RPA

Case Study

RPA can automate a wide range of tasks and processes across various industries. There are different use cases that can be automated using RPA and are beneficial for a wide range of businesses. Here is a case study that showcases the benefits of using RPA.

Problem Statement?

A car dealer company receives many orders by email in a day. These orders are manually processed by their team. The order details are added to CRM to complete the registration process. The confirmation email is sent to customers with the details as PDF attachment.?

Company has 15 dealers across different geographical areas. Each dealer has a different format and language used for the PDF. This manual process takes 15-20 mins per order.?

Solution

OCR (Optical Character Recognition) allows the RPA bots to recognize and convert printed or handwritten text within images or scanned documents into machine-readable text. With RPA bots, the emails were automatically read to extract the order data.?

RPA then further does data validation, adjustments and processing to integrate and update the CRM systems to register the order. After the registration process is completed, RPA generates the acknowledgement PDF with the dealer specific templates and language preference. Then the PDF is sent as an attachment to the customer by automated email and also uploaded to the company database.

With RPA in place, the company is now capable of processing orders within 5 mins of receiving the email. RPA bots can also be scheduled on demand and after hours based on business requirements. With automation, processing time for each order came down to less than 3 mins saving a lot of labor cost. Now the company can process 10 times more orders on a daily basis with increased accuracy.?

Any unprocessed emails or orders are queued to avoid data loss. This provides an added advantage in case of RPA bot outages. Team gets periodic notifications or alerts on RPA execution status. RPA bot are deployed on multiple servers as a fail-over measure.

RPA feature highlights

• Read emails
• File data extraction using OCR
• Data processing
• Integrate with CRM
• Fill data in different templates
• Send emails with attachments
• Upload documents

RPA bots can also be used for web automation to login and auto fill & submit forms for multiple users. Many common business use-cases like customer & employee onboarding, CRM, inventory management, invoice & expense processing, manage helpdesk, HR & payroll, quality assurance testing etc can greatly enhance the way they are functioning today.?

RPA is very useful for tasks involving multiple systems and data sources, as it can integrate with different software and automate complex processes. For specialized use cases that we provide as part of our services, visit?AppRely > RPA

Choosing a right RPA solution depending on business specific needs is crucial. Implementation of RPA does need careful planning, governance, consideration of data security and regulatory compliances. Once all aspects fall in place, RPA can unlock the efficiency to a great extent serving many short and long term returns.

Have a happy time and let the automation do the work for you!

Sayali Mokate & Namrata Jawalkar

AppRely Technologies

Published on?Austin Technology Council (ATC) Blog

#RPA #RoboticProcessAutomation