RPA Use Cases and Applications

Last updated on Jan 16 2023
Prabhas Ramanathan

Table of Contents

RPA Use Cases and Applications

There are several samples of Robotic Process Automation in our day-to-day tasks. within the times, many multinational companies are using this technology to automate their day-to-day tasks.
By implementing RPA, these companies are becoming accurate, reliable, and consistent outputs with high productivity rates.
One of the foremost important tasks within the Robotic Process Automation program is that the right selection of business processes and activities. It ensures positive results by automating the tasks that are repetitive and rule-based.

RPA Use Cases

The following list is categorized into five different sections that display the RPA use cases:
1. Common business processes and activities
2. Activities in commercial functions
o Sales
o Customer Relationship Management
3. Activities in support functions
o Tech Support
o Technology
o Finance
o HR
o Operations
o Procurement
4. Industry-specific activities
o Banking
o Insurance
o Telecom
o Retail
5. Robotic Process applications for private use like digital assistants

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RPA Applications

There are several applications of RPA, but here, we are listing a number of the common application areas:

Quote-to-Cash

It is considered as a crucial business process, which is liable for increasing revenue for any organization. Organizations are usually contingent selling. If there’s any issue within the operations side of selling, then it can cause customer’s complaints.
Sometimes, organizations find yourself selling at reduced prices thanks to clerical errors. Automating such sales processes reduces errors and provides fast service to the purchasers.

Procure-to-Pay

It is the method that has the extraction of invoices and payment data from various networks like banks, vendors, logistics companies, etc. These networks usually don’t provide easy integration methods. they typically involve manual labour to finish the tasks, which may get replaced by the RPA bots. it’s the simplest thanks to fill integration gaps with a totally automated procure-to-pay.

Customer Onboarding

Most of the B2C (Business-to-Consumer) organizations are following a customer onboarding process. they need to maintain good relations with their customers in order that customers start using their products. Using cognitive automation and OCR (Optical Character Reader), most of the customer onboarding tasks are often easily done. It are often applied even in companies that believe legacy systems, which can help in improving the customer experience.

Employee Onboarding

The process of fixing and onboarding new employees is labour-intensive and time-taking for HR and IT analysts. It includes a series of tasks like creating new accounts, email addresses, access rights, etc. due to the rule-based and repetitive nature of employee onboard activities, it are often automated to use pre-defined workflow once the new user account is made . RPA bots are often assigned to send notifications and documents via email to new employees.

Data Migration and Data Entry

Most companies are still using legacy systems to perform critical functions. A legacy billing system is an example of such systems. It must interact with other systems which will not have the potential to urge required data from APIs. In such cases, employees manually perform tasks to migrate the info using formats like CSV. With the implementation of RPA, manual labour, and unexpected clerical errors, are often reduced to the minimum level. Organizations also can automate entire workflows of knowledge entries, which may maximize productivity by reducing the time.

Data Validation

RPA is more suitable than the other tools to perform data validation tasks like checking the accuracy and quality of source data before using, importing, or processing the data , the first aim is to make data that’s consistent, accurate, and complete, so there’ll not be any data loss and errors during a transfer.

Extracting Data from PDFs, Scanned Documents and other Formats

With technologies like Screen Scraping, OCR, and basic pattern recognition, data are often easily extracted from different formats, which can help to scale back the need of inputting the info manually.

Periodic Report Preparation

In every business, employees got to prepare regular reports to tell managers about their work and progress. Preparing such reports and sending them to the managers may distract employees. RPA solutions are often applied to auto-generate reports, analyse their contents, and further email them to relevant managers.

Generating Mass Emails

If there’s a requirement for sending mass emails frequently, then RPA are often an excellent choice to automate the method.

Creating and Developing Invoices

Since automation is quicker than manual processes, customers will get the invoices earlier, including earlier payments and improved cash-flow. the method of generating invoices and sending it to the purchasers also can be automated.

Price Comparison

With the implementation of RPA, it’s possible to stay track of the fluctuating prices. Software bots can easily create a summary of costs and also extract data for the simplest pricing.

So, this brings us to the end of blog. This Tecklearn ‘RPA Use Cases and Applications’ blog helps you with commonly asked questions if you are looking out for a job in Robotic Process Automation. If you wish to learn RPA and build a career in Robotic process Automation domain, then check out our interactive, Robotic Process Automation using UiPath Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

 

https://www.tecklearn.com/course/robotic-process-automation-using-uipath/

Robotic Process Automation using UiPath Training

About the Course

Tecklearn’s Robotic Process Automation training using UiPath will prepare you for UiPath’s RPA Developer Advanced Certification Exam so that you can drive RPA initiatives in your organization. RPA training and certification is a comprehensive course for mastering Robotic Process Automation, different tools in RPA, the life cycle of RPA, deploying the UiPath tool, UiPath Studio, invoking a UiPath workflow, Citrix automation, automating the virtual environment and more through hands-on projects and case studies.

Why Should you take Robotic Process Automation using UiPath Training?

• The average salary of RPA Technical Automation Architect is $116,872 per annum – Indeed.com.
• Robotic Process Automation market will reach $2.9 billion by 2021 – Forrester Research
• Robotic Process Automation is being heralded as one of the booming industries in today’s digitally-driven economy. Every industry including banking, finance and information technology can immensely benefit from the RPA industry

What you will Learn in this Course?

Introduction to Robotic Process Automation

• Why RPA?
• Industry Implementation of RPA
• RPA Growth Trends
• Different RPA Tools
• Types of Bots
• Why UiPath?
• UiPath Installation
• Getting Started with UiPath
• Project and Project Types
• UiPath Dashboard
• UiPath Overview

Important components of UiPath

• Introduction to UiPath Studio, UiPath Robot and UiPath Orchestrator
• Working with variables
• Managing control flow
• Excel Automation
• Gmail automation with UiPath

More about RPA

• Ui Path Studio Components
• Passing rogramming, Debugging and Exception Handling

Programming, Debugging and Exception Handling

• Programming Activities in UiPath
• Debugging errors in a UiPath Project
• Different ways of Error Handling in UiPath
• Browse through the log files related to UiPath Project

Connect Orchestrator with UiPath

• UiPath Orchestrator Overview
• Orchestrator activities

RPA Tools like REFramework

• Introduction to REFramework
• Purpose of REFramework
• Using State Machine Layout
• State Machine States
• Workflows Involved
• Exception Handling and Logging

Programming Activities Using Data Table

• Programming activities using Data Table
• Learn Data Table Structure, Comprehend Searching Method and Data Table Activities
• Create an environment and associate the workflow
• Creation of Collection
• Email Automation
• Understanding Sequence and Flowchart
• Automate Sending and Reading of Email Message

Data Scrapping

• Importance of Data scraping with UiPath
• Data scraping aspects: Taking screenshot, Activating, getting text, highlighting and selecting item, loading image and more

Desktop Automation

RPA Project

• Excel Operations Automation using Ui Path

UiPath Orchestrator

• Orchestrator Overview
• Orchestrator Account Creation
• Connecting a Robot
• Create an Environment and Associate the Robot
• Publish a Package
• Create a Process from the Package
• Running a Robot and Examine Logs
• Scheduling and Running of Unattended Robot

Got a question for us? Please mention it in the comments section and we will get back to you.

 

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