The document discusses implementing robotic process automation (RPA) in businesses. It outlines how to identify processes suitable for RPA, such as rule-based processes with low exceptions and repetitive tasks. The roles and responsibilities of a business analyst in RPA implementation are also examined, including creating current and future state process maps. Finally, the document provides examples of business processes that can be automated across several industries using RPA.

1. Automation Business
Analyst Foundation
16/08/2023 05:30PM AEST.
Rajaneesh Balakrishnan
Automation Manager
2AutomateAnything

2. 2
Agenda
Little about me and 2AutomateAnything
How to Implement RPA in Business?
How to Identify Process for RPA ?
Roles and Responsibilities of a Business Analyst
Process Analysis

3. 3

4. 4
Achievements

5. Author of
UiPath RPA
Associate
Certification
Guide

6. 6
Our Services
SOFTWARE PRODUCT
DEVELOPMENT
INTELLIGENT ROBOTIC
PROCESS
AUTOMATION
SOFTWARE TESTING EDUCATION &
CORPORATETRAINING
S
WEBSITE DESIGN AND
DEVELOPMENT
MOBILE APPLICATIONS
DESIGN AND
DEVELOPMENT
DIGITAL MARKETING

7. 7
Great chance to be UiABA Certified
• Attend all 4 sessions of Automation Business Analyst Series ;) You are already 25% there.
• Complete the RPA Business Analyst Diploma Course before September 10 (https://academy.uipath.com/learning-
plans/rpa-business-analyst-foundation)
• Post your diploma on Linkedin and send the link of the post to rohit.radhakrishnan@uipath.com
• First 10 participants completing the 3 steps will get 50% off certification voucher for UiABA.

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How about an in-person meet?

9. 9
Why RPA ?
Non-Invasive
Easy to Scale
Future Proof
Customer Experience
Compliance and Regulation

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What RPA can do ?
AUTOMATED
READING, SENDING
EMAILS AND
ATTACHMENTS
LOGGING INTO WEB,
ENTERPRISE
APPLICATIONS
MOVING FILES AND
FOLDERS
COPYING AND
PASTING DATA
FILLING IN FORMS IN
WEB/ DESKTOP
APPLICATIONS
READING AND
WRITING DATA INTO
DATABASES
REPORTING ACROSS
MULTIPLE SYSTEMS

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What RPA can do ?
Scraping the data from
defined sources
IoT data collection and
analysis
Performing simple to complex
calculations
Extracting data from scanned
and computer-generated
documents that are structured
or semi-structured
Collecting social media
statistics and performing
different analytics on them
Automated customer service
Receive and send emails
depends on business
scenarios

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“Robot for
every person” –
Daniel Dines,
CEO UiPath

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How RPA can be
adapted ?
Automation First Mindset
• A Robot for every Person
• Open and Free Collaboration
• Robot Learn Skills

14. 14
Identifying Process for RPA
Process Fitness
Rule-based
Low Exception Rates
Repetitive Actions
Standard Input
Stable Process
 Automation Complexity
 Types of Application
 Number of Screens
 Types of Input
 Number of Input
 Business Decisions

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Process and Procedure

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Order to Cash Process Example
1. A Purchase Order is received via email.
2. The agent opens the email attachment and checks that the product code is present in the PO.
3. If the product code is present in the PO, then the agent opens the ERP system and runs a specific
ERP transaction.
4. If the product code is not present in the PO, then the agent looks it up in the master data file.
5. If the product code is present in the master data file, then the agent opens the ERP system and runs a
specific ERP transaction.
6. If the product code is not present in the master data file, then the agent sends out an email to the
Master Data Analyst to update the file.
7. Once the product code is provided, the agent populates the required fields in the ERP screen, as per
the organization requirements and the PO.
8. Next, the agent generates and validates the Sales Order.
9. Finally, the agent replies to the initial email, adds the Sales Order in the attachment, and moves the
email to the processed folder.

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Current State (As– IS)

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Future State (To-Be)

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Role of a Business Analyst

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High Level Process Maps

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UiPath Implementation Methodology Model

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RPA in Business
Industry Automated Processes
Services • Customer Invoicing
• Claim Processing
• Call Center Processes
Financial • Fraud Detection and Prevention
• Data Integration (Internal and
External)
• Account Settlement
• Automatic Account Opening
• Automatic Account Closure
• Loan Processing
• Credit Card Requisition
• Enabling / Disabling Credit Cards
• Customer Onboarding
Health Care • Digitizing and updating Patient
Records
• Inventory Management
• Invoice Settlement
• Automated Report Generation

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RPA in Business
Industry Automate Processes
Education • Course Registration
• Attendance Management
• Course Schedule Management
• Processing Grades and Report Cards
Technology • Incident Management
• Client Data Management
• Enable / Disable Client Services
Manufacturing • Inventory Management
• Procurement Management
• Payment Processing
• Customer Communication
• Invoice Processing
• Purchase Order Management

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RPA in Business
Industry Automate Processes
Retail • Employee Onboarding
• Employee Offboarding
• Payroll Processing
• COVID Contract Tracing
• Super Processing
Government • Benefit Claims
• Fraud Detection and Prevention
• Border Protection Data Verification
• Payer Data Processing
Publishing • Data Verification
• Data Validation
• Document Processing
• Workflow Management

25. Next Session: Effective Business Process Management using UiPath
Process Mining for Operational Excellence

26. Q & A

27. Thank you!
Rajaneesh Balakrishnan
https://www.linkedin.com/in/sydneyrajaneesh/
Rajaneesh@2automateanything.com

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Thank you!