What is Robotic Process Automation (RPA)?

At its core, RPA is “robotic” software that you configure to capture and interpret the actions of existing applications used in your various business processes. Once RPA software has been “trained”, it can then automatically process transactions, manipulate data, trigger responses, and communicate with other systems. The technology is designed to reduce or eliminate the need for people to perform high-volume support, workflow and back-office processes, such as those found in finance, accounting, supply chain, customer service, and human resources.

Using RPA Strategically

We have identified specific repetitive processes where robotic software works most effectively. These use cases include:

  • Dual data entry, where information must be input manually – such as into a workflow process and then your ERP system (sometimes called swivel chair management)
  • Straight-through processing, where inputs from different sources (such as sales orders) need to be integrated in a consistent manner
  • Data extraction requests, to keep your reporting systems in synch.
  • Routine decision-making, where conditions for your employees are unambiguous, such as the approval of invoices based on known conditions.

Where should you start?

Once your process that you would like to automate has been identified, the next step is to determine which software would be most appropriate for you to use. Most vendors offer some trial or community version. Most solutions can be implemented with little IT support, however we would recommend you have someone with some experience of software solutions to help.

Here are some vendors to consider:

  • UiPath
  • Workfusion
  • Automation Anywhere

For help on selecting or seeing a demo of the various solutions, please contact us.

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