10 RPA Use Cases That You Can Implement In Your Company

Technological evolution and industry transformation spin together! Industries, across sectors, look up to the latest technological trends to alter their operations and increase their efficiencies. Another technology that is extensively looked upon is Robotic Process Automation (RPA) due to similar benefits. The RPA is a technology that can automate rules-based, organized, and repetitive business processes. Businesses can use the various tools of RPA to communicate with other digital systems, collect data, retrieve information, process a transaction, and more. The following section of the article includes 10 RPA use cases.

RPA Application Areas

Fig: RPA application areas

• Data Entry and Migration

Availability and accessibility of the data and information at all times is a crucial aspect. In order to have the data approachable for newer systems, workers are also forced to pull relevant information from legacy systems. This process may seem easy and quick, but it is prone to errors and blunders. Without adding human error, RPA will help this manual method and complete it. Along with extracting and obtaining data, the RPA solution also helps in processing forms and entries. The system will read the forms and comply with the requirements as to when paper forms need to be converted to digital, and then bring the data into the system, making it available for people to perform other functions.

• Human Resource Automation

RPA use cases in the hr department automate and simplify the hr work process. The human resource department is all about employees and workers. Employees of the department should focus on recruiting people, educating them and ensuring that they are effective and suitable for the organization. Unlike this, the HR department’s trained professionals spend most of their days bogged down in paperwork and other processes. The computer robots professed in the RPA will assist the HR professionals with many of the activities a new employee has to repeat. Many of these user provisioning processes can be automated by the RPA solution, such as quick and fast onboarding, offboarding or even account management. The advantage of extracting, obtaining and migrating data can also be put to use here. You can easily scrape information from the job and benefit forms, automatically email managers, and integrate any workflow in the employee’s life cycle. This allows the employees to concentrate their efforts and time on other, important processes.

• Support The Sales Process

Any sales division will tell you that the time spent on establishing relationships could be used instead for administrative tasks such as updating the Customer Relationship Management (CRM) system, setting up the customer in the billing system, entering details into sales metrics can all be streamlined using Robotic Process Automation. To streamline each of these operations, Robotic Process Automation (RPA) can be used. RPA use cases in sales introduce various ways that automate sales work. The good news is that the robots of the software can do all these operational tasks on their own. For example, automation may render invoices to the clients much faster than manual performance, making it more convenient and accessible. Early customer payments is a highly beneficial result of this, increasing cash flow and ultimately enhancing customer loyalty. Moreover, this system also guarantees error-free sales operations, eliminating clerical errors and minimizing (or even removing) consumer complaints and frustrations.

• Reconciliation

In accounting, the method of ensuring that two sets of documents are in agreement is reconciliation. The key goal of the reconciliation of accounting documents is to make your records immaculate, error-free and exact. Reconciliation of the accounts documents is important to maintain the authenticity and exactness of the records. The process also revolves around comparing various documents such as the cash book and the bank statement to check that all the documents are in line with each other. The computer robots in the structure of RPA can make the process fast and error-free. This makes the process of comparison accurate and detailed. Bots may also reconcile purchase orders with delivery notes by identifying and approving similar orders. With this, they ensure consistency of orders and deliveries of the same.

• Call Centre Operations

The list of RPA use cases would have been incomplete without the mention of ease RPA brings in call centers’ operations. Call center employees have one objective, which is to have a great customer service experience. With RPA technology, many of the customer requests received by call centers can be served by workflows inquiries, and agents can be provided with solutions through a dashboard. The quick processing of RPA can help integrate all the information about a customer on a single screen when a complaint is escalated to human customer service agents. This ensures that the agents have all the data they need to deliver outstanding service and solutions from various systems. This enhances and improves the way customer service agents deal with customer complaints and provides them with accurate and correct solutions.

• Help Desk

All organizations and businesses require help desks. The help desk’s purpose is to provide simple yet detailed answers to the simple, grade-one questions asked by the customers. This process is monotonous and can be automated to decrease human effort. RPA can help reduce the human help desk’s workload as the first line to solve the technical issues of users by taking care of straightforward, routine problems. These problems with level-one tech support are straightforward but time-consuming. Furthermore, frequent diagnostic testing of an organization’s computer systems would help the human IT workers keep ahead of problems and balance out their time and other operations.

• Payroll Management

Managing accounts and salaries is a tiring process yet a crucial one. There is nothing more appreciable than timely payments, either to the employees or to other vendors. Despite the importance of the process, some error or problem is yet to occur. To avoid the same, RPA can be in-charge. On arrival, RPA software will automatically process invoices, whether in your inbox or from a scanned form, extracting and manipulating the information you need along with your workflows. You can also set up custom workflows to handle the particular workflows payable to your organization’s accounts.

Data Management You improve the operation’s consistency and reliability when you automate making payments timely and error-free, so you make sure everyone gets paid on time.

• Customer Service Operations

As always said and believed, ‘Customer is the King!’ Hence, disappointing and not helping the customers is never an option for any business. Due to the added importance, customer service is one of the most crucial, complicated tasks for any company that cannot be left completely on to the robots. Here is where the cooperation and teaming up of man and machine helps. The cumulative efforts put in by both ends may significantly increase customer loyalty, thus making the job less challenging for the workers. The dynamic process of customer service operations includes a list of processes out of which a few can be automated, like making customer profiles available, billing specific data or updating consumer profiles. Only reduces the employees’ efforts, but it also minimizes the waiting time of the consumers. With this, employees have a huge open platform to concentrate and focus on other human-specific communications.

• Auto Generation Of Reports

Maintaining everyday routine reports, product reports, or even consumer reports is important for the organization’s proper functioning. Maintaining and recording reports is one of the most stagnant and mundane tasks. On the contrary, maintaining and recording the same is very significant from the company’s point of view and the employees. Reports are crucial in day to day running of any organization. Reports ensure that employees’ work is in line with the company’s goals and objectives. To prepare these reports, software robots can bring the required data together and distribute them so that they reach everyone promptly.

Significance Of RPA In This Ever-evolving Business Landscape

RPA service allows companies to automate their daily tasks with the support of smart software bots. RPA automates business processes such as supervisory tasks, accounting, billing, and many more. Advantages of RPA are-

• Decrease cycle times & improved throughput
• Improve accuracy
• Achieve flexibility and scalability
• Greater Compliance
• Improve employees state of mind allowing them to take up more value-added tasks Detailed data capture
• Decrease Human errors
• Enable predictability for companies