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Introduction to Robotic Process Automation by K.G.Maheshwari

This document provides an introduction to robotic process automation (RPA). It defines RPA as using software robots to mimic human actions in order to automate repetitive and rule-based processes across applications and systems. The document discusses the benefits of RPA, such as increased productivity, cost savings, and reduced errors. It also addresses some common myths about RPA capabilities. Finally, it provides overviews of the RPA lifecycle, implementation process, potential applications of RPA in different industries, and the features of the RPA tool UiPath.

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Introduction to Robotic Process Automation by K.G.Maheshwari
Robotic Process Automation -
Introduction
 What is RPA?
 Historic Evaluation
 Why RPA?
 Benefits of RPA
 Myths about RPA
Robotic Process Automation -
Introduction
 Lifecycle of RPA
 RPA Implementation
 Applications of RPA
 Automation Architecture
 RPA Tools
Why UiPath?
What is RPA
RPA Stand for Robotic Process Automation
Robotic : Machines which mimic human actions are called Robots.
Process : Sequence of steps which lead to a meaningful activity.
For example the process of making tea.
Automation : Any process which is done by a robot without human intervention.
 To sum it up, mimicking human actions to perform a sequence of steps that lead to a meaningful activity, without
any human intervention is known as Robotic Process Automation.
 RPA allows task automation just like a human being was doing them across application and systems. It interacts
with the existing IT architecture without any complex system integration requirement.
 These software bots can interact with an in-house application, website, user portal, etc.
 The main goal of Robotics process automation process to replace repetitive and boring clerical task performed by
humans, with a virtual workforce.
What is RPA
following three key predecessors of RPA:
 Screen Scraping Software
 Business Process Automation
 Artificial Intelligence
screen scraping solutions, available in 1990s were too brittle. They needed reprogramming with every tiny change
in the UI because they relied on component identities in the UI modules.
By late 2000s, early 2010s, the screen scraping solutions relied more on image processing rather than hard
coding component names.
Business process automation (BPA) solutions existed since 1990s
Finally, with the rise of Artificial Intelligence, companies became increasingly aware that machines could surpass
humans in simple cognitive tasks like OCR or pattern recognition.
what makes RPA an impactful technology is, its ability to combine and refine certain aspects of each of these
technologies
Historic Evaluation

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Introduction to Robotic Process Automation by K.G.Maheshwari

  • 2. Robotic Process Automation - Introduction  What is RPA?  Historic Evaluation  Why RPA?  Benefits of RPA  Myths about RPA
  • 3. Robotic Process Automation - Introduction  Lifecycle of RPA  RPA Implementation  Applications of RPA  Automation Architecture  RPA Tools Why UiPath?
  • 4. What is RPA RPA Stand for Robotic Process Automation Robotic : Machines which mimic human actions are called Robots. Process : Sequence of steps which lead to a meaningful activity. For example the process of making tea. Automation : Any process which is done by a robot without human intervention.  To sum it up, mimicking human actions to perform a sequence of steps that lead to a meaningful activity, without any human intervention is known as Robotic Process Automation.  RPA allows task automation just like a human being was doing them across application and systems. It interacts with the existing IT architecture without any complex system integration requirement.  These software bots can interact with an in-house application, website, user portal, etc.  The main goal of Robotics process automation process to replace repetitive and boring clerical task performed by humans, with a virtual workforce.
  • 6. following three key predecessors of RPA:  Screen Scraping Software  Business Process Automation  Artificial Intelligence screen scraping solutions, available in 1990s were too brittle. They needed reprogramming with every tiny change in the UI because they relied on component identities in the UI modules. By late 2000s, early 2010s, the screen scraping solutions relied more on image processing rather than hard coding component names. Business process automation (BPA) solutions existed since 1990s Finally, with the rise of Artificial Intelligence, companies became increasingly aware that machines could surpass humans in simple cognitive tasks like OCR or pattern recognition. what makes RPA an impactful technology is, its ability to combine and refine certain aspects of each of these technologies Historic Evaluation
  • 7. Why RPA? Released Value: RPA relieves humans of mundane tasks, allowing them to focus on more intellectually valuable activities that demand human creativity​​ Reduced Error Rate: RPA reduce error rates which means less re-work and an enhanced reputation ​​ ​​​Saves money: RPA is typically 30 - 65% cheaper than onshore workers and 10 – 30% of offshore​​ Do more for less: RPA can process much greater volumes of work at much higher speed than a human​​ Fast: RPA can be implemented without any large scale systems integration, without disturbing existing systems and applications, so major productivity improvements can therefore be achieved quickly and cost effectively Auditable & Secure: Robots will only ever access what you tell them to; and will create a detailed audit trail of all activity
  • 8. ROI RPA offers a potential return of investment in the scale of 30% to 200% within the first 12 months. Elimination of Human Error Robotic Process Automation, eliminated risk which resulted in greater accuracy. Enhanced Customer Experience RPA can drive customer improvements. Through automation an organization can deliver quality services faster and decrease the chance of errors. Greater Productivity When technology does the heavy lifting, as is the case with RPA, output can be significantly increased. Furthermore, knowledge workers will be freed up to apply their skills and experience to more important projects that drive innovation and growth. Cost Savings By automating tasks, cost savings of nearly 30% can be achieved. Software robots also cost less than a full-time employee. Benefits of RPA
  • 9. Robots will replace humans in the workforce : What is actually happening is that robots are mostly doing the work that humans hate. Robots are 100% accurate : In a sense, the robots are really only as accurate as how the robot developer programs them to be. This is because the RPA robots do not have any cognitive capabilities themselves. A RPA developer doesn’t require programming skills : Handling exceptions gracefully. Use of selectors generating the scripts. RPA is expensive: The annual cost of a robot is lower than the loaded wage of a FTE. One minute of work for a robot is roughly equivalent to fifteen minutes of work for a human employee. Robots can automate everything : Rule-based, High transaction volumes, Low exceptions, Stable and well-defined processes, Low system change, Structured data and readable electronic inputs Myths about RPA
  • 13. For a successful RPA implementation − • Identify the automation opportunities. • Optimize the identified processes. • Build a business case for RPA journey. • Select the RPA vendor for implementation. • Start the bot development. • Expand RPA scope and continue building RPA bots. RPA Implementation
  • 14. Process fit for RPA The automation capabilities provided by RPA are ideal for tasks that are: • Repetitive • Rules-based • High volume • Do not require human judgement. If a task checks every single one of these boxes, it’s probably a great fit for RPA. A set of seven questions can help in process identification, if the answer to these questions is a YES: 1. Can the task be completed manually by a human sitting at a PC working with applications? 2. Does the business system lack an API or is the database behind the application inaccessible? 3. Does the core vendor charge extra for updating information in the business application? 4. Does a human worker perform the task more than once per week? 5. Does the task involve sensitive data? 6. Does the task need to be completed quickly with limited staffing resources? 7. Are there repetitive tasks that employees dislike?
  • 15. RPA Journey Steps in a typical RPA journey  Identify the Automation Opportunities: This should be first step of the RPA Journey, Following area can help in identifying. • Automation opportunities. • Rule Driven Processes • Repetitive Processes • Data entry Processes • Volumes Driven Processes • Frequent human errors  Optimize the Identified Processes : Optimize the ‘As Is’ process. Analyze the existing process and identify the improvement areas.  Build Business Case for the RPA Journey
  • 16. RPA Journey  RPA Vendor Selection : Some of the factors to keep in mind while selecting RPA vendor: • Technology • Interface • Management • Security • Pricing  Pilot RPA Development : Some of the factors need to be considered during the pilot RPA development are: • How long should your pilot be? • Plan for the programming/development • Plan for the change management • Plan for the pilot launch • Plan for the risk management during the pilot stage. • Evaluate ‘What Went Well’ and ‘What Could Have Been Better”  Ramp up and Continue Building Expertise RPA bots
  • 17. Industry Usage Healthcare • Patient registration • Billing HR • New employee joining formalities • Payroll process • Hiring shortlisted candidates Insurance • Claims Processing & Clearance • Premium Information Manufacturing & Retail • Bills of material • Calculation of Sales Telecom • Service Order Management • Quality Reporting Applications of RPA
  • 18. Industry Usage Travel & Logistic • Ticket booking • Passenger Details • Accounting Banking and Financial Services • Cards activation • Frauds claims • Discovery Government • Change of Address • License Renewal Infrastructure • Issues Processing • Account setup and communication Applications of RPA
  • 22. Why UiPath? Complete Solution • UiPath Studio (IDE for developers) • UiPath Orchestrator (centralized bot management, triggering, and logging) • Robots (service - attended or unattended) Intuitive • Flowchart and/or sequence (nesting) • Drag & drop activities • Fast & easy to learn, which accelerates your process automation endeavor Extensive Activity Library • Hundreds of pre-built, drag & drop actions (control-flow, web, desktop, API, DB, OCR) • Easy configuration • Faster automation changes Secure • Credentials stored & encrypted remotely
  • 23. Why UiPath? Recording • Recorders for desktop apps, web apps, Citrix environment, and terminal emulators • Makes creating automation faster and more precise Universal Search • Single search for all automation resources (libraries, activities, projects, and workflows) • Accelerates the automation development process Extensible Via Code • Can design powerful & complex automations by incorporating custom VB.Net code • Customizations can be stored in the activity library and shared Powerful Debugging • Intuitive & flexible • Step over, step into, slow step, highlights, etc.
  • 24. Why UiPath? Collaboration • Can store, protect, and share scripts in MS Team Foundation (TFS) and SVN • Promotes workflow re-use • Prevents loss • Facilitates parallel development and/or roll-backs Third-Party Integration • Can plug in cognitive and OCR technologies from ABBYY, IBM Watson, Google, Microsoft text analysis at the API level Server-Based Licensing • Centralized • Easy to manage