Robotic Process Automation

Robotic Process Automation

Robotic process automation (RPA) is a software technology that makes it simple to create, use, and manage software robots that mimic how people interact with computers and software.

SCOPE:

Human-computer interactions such as reading the data on the screen, copying the data from one software to another using multiple keystrokes, navigating systems, and identifying and extracting data can be seamlessly automated at an economical price.

BENEFITS:

• Improved efficiency
• Consistent results
• Reduced errors
• Seamless integration between existing software
• Scalable
• Management of high-volume tasks.

CLASSIFICATION OF THE USE CASE:

The use cases can be classified into the four categories mentioned below. As the level of RPA sophistication rises, both the complexity of implementation and associated costs tend to increase.

• Simple rule-based tasks
• Structured data manipulation
• Semi-Structured data processing
• Unstructured data manipulation

CLASSIFICATION OF RPA BOTS:

Based on human interaction:

1. Attended Bots:

• Attended bots work alongside humans and are designed to assist with tasks that require human judgment or decision-making.

• They typically operate on an employee’s computer and are triggered by user actions or specific events.

• These bots are valuable for enhancing the efficiency of employees by automating repetitive or time-consuming tasks.

Examples include a bot that helps customer service representatives access customer information during calls or one that automates data entry while working in tandem with an employee.

2. Unattended Bots:

• Unattended bots work independently without direct human supervision.

• They perform tasks and complete processes autonomously on servers or virtual machines.

• Unattended bots are well-suited for rule-based and repetitive tasks that don’t require human intervention.

• Examples include bots that process invoices in bulk, extract data from large datasets overnight, or manage routine server maintenance.

3. Hybrid Bots:

• Hybrid bots combine features of both attended and unattended bots.

• They can operate independently like unattended bots but also interact with humans when necessary, much like attended bots.

• Hybrid bots offer flexibility and adaptability, making them suitable for processes that may require a mix of automated and human involvement.

• An example might be a bot that independently collects and analyzes data but can also seek human approval for certain actions.

4. Chatbots (Conversational Bots):

• Chatbots are a specialized type of bot designed for human interaction through chat interfaces.

• They engage in natural language conversations with users to answer questions, provide information, or perform tasks.

• Chatbots are often used for customer service, HR inquiries, or as virtual assistants to streamline interactions and automate routine responses

These bot types are deployed based on the specific requirements of the processes that are automated and the level of human interaction needed. The choice of bot type depends on the complexity of the task, the need for human decision-making, and the desired level of automation within an organization.

Based on functionality and level of automation:

Robotic Process Automation (RPA) bots can be categorized into three main types based on their functionality and level of automation:

1. Task Bots:

• Task bots are the most basic type of RPA bot. They are designed to automate repetitive, rule-based tasks or processes.

• These bots are typically single-purpose and excel at executing specific actions within a process.

• Examples include data entry bots, data extraction bots, and report generation bots.

2. Meta Bots:

• Metabots are more advanced and capable of handling complex processes. They can integrate with multiple systems and applications.

• These bots can perform end-to-end processes by orchestrating and automating multiple tasks and actions.

• Meta bots are often used for tasks like order processing, invoice approval, and customer onboarding.

3. Q Bots:

• IQ bots are the most advanced type of RPA bot, equipped with artificial intelligence (AI) and machine learning capabilities.

• They can interpret unstructured data, learn from it, and make decisions based on patterns and context.

• IQ bots are used for tasks such as document understanding, natural language processing, and content classification.

These categories represent a spectrum of automation capabilities, with task bots being the simplest and IQ bots being the most sophisticated. The type of bot to deploy will be decided based on the complexity of the tasks they want to automate, and the desired level of automation and intelligence required.

GENERAL USE CASES:

1. Integration between various software that are currently used.
2. Copy and paste data.
3. Read and write in databases.
4. Extract documents from emails
5. Generates reports.
6. Makes calculations.

INDUSTRY-WISE USE CASES:

Manufacturing: Competitor pricing, monitoring, and analytics, Data entry into ERP and CRM, Automation of the invoice claim process, tax processing, and quarterly closeouts

Healthcare Industry:Claims processing, Appointment Scheduling, Patient data management, billing and invoicing

Finance Industry:Accounts automation, fraud detection, Loan processing, Insurance claim processing

Retail and logistics Industry:Order/Inventory tracking, Price forecasting, and analytics, Route optimization, Billing and Invoicing

Education Industry:Admission process, Employee onboarding, Payroll

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