RPA Examples
- 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
- orders
- Order updates
- Shipping notifications
RPA is not restricted to a particular industry, process or application
Use Cases
Quote-to-cash
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.
Procure-to-pay
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
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 Automation
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.
Data updates
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.
Customer onboarding
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.
Data validation
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.
Data updates
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.
Account closure
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 Tasks
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.
Customer service
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
Any Questions about the b4 Features? Contact us
AmdoSoft Services
RPA Know-How
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.
Managed Services
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.
Partner Eco-System
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.