RPA Examples and Use Case
- Website scraping
- Customer Order Processing
- Customer query processing
- data from one system to another
- Call centre operations
- Payroll processing
- Forms processing
- Client profile updates
- Generating renewal premiums
- Claims processing
- Underwriting processes
- Policy administration and servicing
- Requests for overdraft protection
- Exception processing (high-value customers or low-risk transactions)
- Statement reconciliation
- Credit card applications
- Dispute resolution
- Patient registration
- Provider credential verification
- Member eligibility and billing
- Compliance reporting
- System access and setup
- Change of address processing (can be on multiple systems)
- Fraudulent account closing
- Customer complaints processing
- Data cleansing
- Straight-through processing of customer
- Order updates
- Shipping notifications
RPA is not restricted to a particular industry, process or application
The quote to cash process is considered a critical business process. This process usually runs over multiple applications transferring customer information across, generating and sending an invoice. Further tasks can be to check the delivery and payment status which often involves time consuming manual steps.
Not only can bots take over this mostly repetitive and mundane task, they also increase the speed, accuracy and reduce error rates. As a result skilled staff can turn to higher value activities. Clients will receive invoices earlier, which can also lead to better cash flow.
The procure-to-pay process often involves extracting invoice data from multiple systems like CRM and ERP systems that don’t integrate across each other easily and therefore need manual steps.
Since bots work on the front end of any system, they can provide this transfer without the need of expensive and complex API development. The additional values add is the control you have over the quality of the process as its being executed.
Statement processing can involve different types of activities such as extracting data, comparing data and entering data into various applications. Sometimes there is a need for a correction or a particular person needs to be informed based on the finding.
Bots can get this work done quickly and accurately. Furthermore you may consider adding additional tasks for the bot that would otherwise be to time intensive for a person to do.
Payroll is a highly repetitive and therefore mundane process with various steps that need to be performed towards HMRC as well as internal company policies. This process is highly suited for bots and can free up valuable time internally.
Updating customer and staff information is a vital process that has to be done and although often many steps are required, the process is always the same. Bots can process data that is sent via email or a particular form, check for common errors and then take all steps to update this information in all the relevant systems.
A lot of time and effort goes into designing a customer onboarding process. Every company wants to ensure that new customers are welcomed properly. As a result there can be a long list of activities that have to be performed which are time intensive and error prone. Bots ensure that these activities are performed without any errors and that time is freed up for improving the onboarding experience.
In many cases information and data is not static and its validity depends on a third parties updates. In the automotive industry for example, the main car brands upload their latest engineering policies to their suppliers and have to be pulled from special portals.
The bot can check on a regular basis if the current data is still valid and if it’s not it can be updated automatically.
Updating data can produce a significant workload. Across a medium sized company a lot of time is spent updating information in various applications and files. Updating data doesn’t usually require human intelligence or creativity, but it does require accurate input.
Compiling data from various sources
Compiling information into a report is a process that many companies go through. Sometimes these activities are outsourced or performed internally, but often plays a critical role within the core processes in a company. Lawyers for example have to compile cases and review these before making a decision to take them on. Bots can compile these reports and provide them to lawyers faster and with no errors.
Multistep complex tasks
In order to improve services and be more competitive, business processes are become more complex and require more steps across more and more applications. While this is very good, it also increases the workload if these steps have to be performed manually. Bots are perfectly suited to help execute additional steps without taking up time of skilled staff.
Tracking daily company performance
Most companies and departments track their performance on a daily basis. This means pulling information from various sources, making calculations and creating reports.
ERP and CRM systems
Every company has a central information system that connects most departments and enables the majority of business processes. Although these systems are all about increasing efficiency and automating tasks, every company uses the systems for different purposes. Once a company settles with a particular ERP/CRM system, bots can automate tasks on top and across these systems providing the full benefit of these expensive applications.
Closing a customer or staff account can be more important than opening one. In order to adhere to company policy, in some cases regulation and avoid any liabilities, there are multiple mandatory steps that have to be performed. The time this takes and the accuracy are compelling reasons to task a bot to do this automatically.
Executing a transaction
A transaction or a ticket can be processes started by a customer using the companies’ app or website. This request is then processed as a transaction and moved along the business process steps. In many cases human judgement is required at multiple points of the transaction. Bots can work as a team by checking in with the responsible person. For example in the case of opening a bank account, the bot will perform all the preparation steps, but someone has to validate the account before it is opened and approved.
IT departments have many routine tasks that have to be performed on a daily basis. Although there are many tools that help IT engineers to be as effective as possible, IT automaton in combination with RPA can take out repetitive tasks and provide more time for new IT projects.
Companies know the importance of good customer service. When customers write or call in with an issue or request, it is important that steps are performed quickly and without errors. Bots provide a huge advantage in dealing with customer requests within customer services processes.
RPA Implemenation Steps
b4 Suite Feature Overview
The highly stable rules engine achieves automation with greater precision, accuracy, and reliability. Furthermore an internal health checker monitors the health and security components
Our Bots have the ability to read from various data sources for example over Citrix, web applications, CRMs and ERP systems. The b4 -Bots use multiple technologies including to recognise images, objects and text on the screen
Our Agents run in the background and can provide a multitasking function to the automation. It "sees" what is going on in the system background and can work with the b4-Bot on various processes
b4 comes from an IT Automation background and therefore provides powerful features that allow RPA engineers to ensure best automation efficiency, stability, security and control
The b4-Bots comply with various government and enterprise level security standards one of which is that automated processes run behind locked screens
b4-Bots log securely and autonomous into the operating system exactly as predefined by the RPA engineer
Configure, deploy and manage your virtual workforce centrally using the b4-Master-Controller. The system is easily scalable and has powerful management features
Manage various RPA end customers or internal stakeholders by utilising the powerful b4 user manager that allows you provide a professional platform from which to provide your RPA centre of excellence from
Besides managing your RPA stakeholders, you can provide restricted access to various dashboards that you can make available online and manage with the b4-Dashboard Manager
The b4 reporting engine creates professional reports with extensive customisation possibilities. The report scheduler can also generate and send reports based on multiple variables
With b4 you can provide both, attended and unattended Bots. Attended Bots allow the user configures and utilise the Bots assistance as they please. Unlike other systems however, the b4-Bots are still connected to a centralised system, providing more powerful features, security and control
The b4-Master-Controller can manage and control a large number of Bots that work on their own dedicated system and don’t need any human help except where the process requires an exception. Furthermore b4-Bots can work in sync with each other in order to complete a process more effectively
With b4 you can go into scripting mode which enables limitless possibilities, but with the b4-recorder, you can utilise a smart RPA recorder that automatically compiles your bot action
The b4-Automatoin Manager is a powerful feature that allows you to manage copy and edit any bot action centrally and easily. The Automation Manager is a key feature in being able to manage changes and deploy these quickly to target systems
b4 has an array of monitoring capabilities that provide live statuses on the performance and success of the Bot actions. Furthermore, b4 can provide a monitoring facility that ensures the health and performance of the target system and application itself
The b4 graphical rules engine workflow enables you to configure your own notification logic easily defining what, when and where notifications are sent
The b4 update manager allows you to easily, securely check for updates and configure to automatically download as well as optionally automatically install updates from the AmdoSoft repository
The b4 Proxy is a further security feature by AmdoSoft. The proxy provides an additional level of security by redirecting traffic towards your master controller. In some high end security environments this is an essential functionality
The b4 Bots keep all user data on their system own systems, however statuses and certain credentials are sent. Any information that crosses the Master Controller and the Bot is encrypted and further encrypted automatically utilising the most secure SSL encryption available
Besides the many management possibilities of b4, it’s possible to create a controller hierarchy utilising slave controllers that can run the automation independently in a local network while being managed by the master controller
The graphical workflow based rules engine doesn’t only automate a multitude of front end and back end processes, it is easy to use, utilising drag and drop technology and also acts as a visual documentation that also non-technical people understand easily
In b4, you don’t need to create a separate workflow rule for every automaton scenario. With master rules, you can globally define specific automation logic; apply it to multiple Bots and automation flows. This also allows you to change the automation logic without having to edit multiple rules
b4 is highly versatile. You can incorporate existing scripts. Any script language that can be executed on the local machine can be integrated in the graphical rules workflow and executed on the target system
b4 checks all application performance outputs in real time and from the Bots/Users point of view. The additional benefit is that if there are any immediate or progressive issues with the performance and/or availability of critical applications and processes, the Bot will provide objective dependable information and can troubleshoot and narrow the root cause
With almost 20 years customer and partner driven software development as well as automation consultation and implementation experience, AmdoSoft is your flexible partner that supports you at the start, the finish and at every step in-between.
b4 RPA Academy
The b4 RPA Academy provides you with the skills and knowledge around Robotic Process Automation. It includes product training based and implementation workshops. It also includes in-depth training on how to identify processes with automation potential.
AmdoSoft is a software vendor and channel partner focused service provider. Depending on your requirements, AmdoSoft will provide the software with training and support or can provide a full worry free RPA Managed Service.
The AmdoSoft partner Eco-System shares RPA know how ranging from implementation, consultation and ongoing customer support. The partner Eco-System can provide accredited services to any type of RPA project.