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Understanding RPA: A Comprehensive Guide

RPA Introduction

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Olfa Bouchaala
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0% found this document useful (0 votes)
56 views45 pages

Understanding RPA: A Comprehensive Guide

RPA Introduction

Uploaded by

Olfa Bouchaala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

RPA

E-BOOK
Welcome
to the RPA
E-book!

The main objectives of this e-book are:

1/ To raise awareness of RPA

2/ To provide a fundamental understanding

3/ To document current trends in RPA technology

This book is aimed at a wide audience – from those making their first

steps in the world of RPA to tech professionals aiming to extend their

knowledge.
1 What is RPA and Should I Be Interested?

2 Who can Use RPA?

3 Advantages of RPA

4 RPA vs Traditional Programming

5 Cost Saving Benefits of RPA

6 RPA roles - The Humans

7 Is the Process worth Automating?

8 Possible pitfalls when using RPA

9 Unattended vs attended bot

10 RPA Academy

11 Where to go next
What
is RPA
and Should
I Be Interested?
Staying ahead of your competition
demands following trends and being on
top of your game.
What is RPA and Should I Be Interested?

Be up to date!
RPA is an emerging field of business process
automation technologies. The usage of these
technologies is on the rise, significantly
increasing in the last few years.

According to the Global Newswire “the


global robotic process automation market
size is expected to experience a considerable
growth by reaching USD 6.10 billion by 2027
while exhibiting an astounding CAGR of
24.9% between 2020 and 2027“ The reason
for this is simple: software robots can really
help companies with their business, we’ll talk
about the key benefits later.

RPA stands for Robotic Process Automation

These robots can:


Mimic every human action made on a computer
Extract data (text, numbers, tables)
© ROBOT ICT 2022 - RPA E-BOOK

Make decisions (compare data, check conditions)


Use a mouse and keyboard, but they do not have to push and touch
anything. They are just computer programs after all…

As robots pick up the tedious business processes, more rewarding, logical and creative
work is left for humans.

04
What is RPA and Should I Be Interested?

Use Case

Recruitment Agency

Recruiters search multiple websites for


new talent. Normally, an internal database
is used to keep track of people during the
hiring process. A single recruiter must check
the database before contacting the person.
Trawling multiple websites and checking
each new person is a time consuming and
monotonous task.

In this Use Case a robot can help the recruiter


by picking up these tedious activities,
enabling the recruiter to focus on what they
do best - hiring.

The robot can perform search activities across


all desired websites, compare results against
internal databases and even filter applicants
based on skill requirements. The robot saves
new potential candidates to a database and
assigns a defined number of profiles to each
recruiter for deeper analysis.

© ROBOT ICT 2022 - RPA E-BOOK

05
What is RPA and Should I Be Interested?

Use RPA to Automate


Mind-Numbing Tasks
Don’t work like a robot, have a robot work for you!

Robots are waiting to help you with tasks such as: and follow rather simple rules. Tasks, which don’t
Reading, sorting and sending emails, extracting require intellectual decisions. Robots can also
data from invoices, inserting data into websites, be used in processes which require integration
getting current cryptocurrency values, processing between new and legacy software.
data from spreadsheets, and much more!
Robots and humans can peacefully coexist, they
Robots typically work on time consuming tasks can even cooperate on complex tasks! We’ll talk
that require lots of clicking, copying and pasting more about this in a later chapter.

Most computer tasks


can already be picked up by
robots, save the humans!
© ROBOT ICT 2022 - RPA E-BOOK

06
What is RPA and Should I Be Interested?

Stay on
top of your
game

Maintain a
competition
advantage
Always be
a few steps
ahead

We hope that now you have a better understanding


© ROBOT ICT 2022 - RPA E-BOOK

of what RPA means.

07
Who
can
Use
RPA?
This chapter takes a deeper look on who is
impacted by RPA and whose life could be
made easier.
Who can Use RPA?

Everything can be Automated


The ever increasing pace of technological evolution enables the automation of
increasing numbers of tasks. The scale of it is limitless – on one end of the scale is
a robotic helper picking up simple tasks in the same environment as a human or a
small business being helped with email distribution and work delegation. On the
other end of the scale is a large multinational corporation running RPA across all its
departments, its employees are engaged solely with abstract activities and those
which require a human touch, all menial tasks are outsourced to RPA.

RPA is the key to exceeding human


limitations, enabling companies to adopt
technology trends, stand out globally
and outperform competitors who rely on
humans for basic tasks.

It is very clear, in today’s world processes must be optimized to save time & money,
increase profits and ensure an optimal customer experience.

Does my Business need RPA?

You should consider RPA if:


© ROBOT ICT 2022 - RPA E-BOOK

Your employees work on tedious and repetitive tasks, day in day out

Any of your processes need higher levels of precision, auditability and compliance

You have legacy integration issues

Redesigned processes failed to achieve results

There are bottlenecks in current processes

09
Who can Use RPA?

Achieve high operational cost


reduction, decrease the process
execution time, increase the
© ROBOT ICT 2022 - RPA E-BOOK

operational efficiency through


an RPA robot.

10
Advantages
of RPA
Fast development and
deployment, cost savings,
effectivity, scalability – these are
just some of the advantages.
Advantages of RPA

Non-Invasive
Like human workers, robots work with user interfaces. Using RPA
avoids additional changes in your current software and infrastructure.
Robots work with any software you have.

Rapid Development
Compared with traditional IT approaches, RPA is significantly faster.

Horizontal Scalability
Robots can easily be cloned and work together using the same
input. Want to finish the workload faster? Add more robots! Do you
sometimes deal with peaks in workload? Add more robots!
© ROBOT ICT 2022 - RPA E-BOOK

High Return on Investment


See an initial return on your investment by around 30 – 200 % within
the first year of use.

12
Advantages of RPA

Speed, Working Hours & Effectivity


Robots are massively faster than humans and can work non-stop.
This leads to a great effectivity and scalability. A single robot can be
“trained” to perform any number of processes.

Accuracy
Well defined processes allow 99% accuracy. The 1% of exceptions and
edge cases can be delegated automatically to humans. This brings
massive workflow improvements!

Monitoring and Analytics


Robots generate logging data and can provide you with detailed
reports of their work. Advanced monitoring is available.

© ROBOT ICT 2022 - RPA E-BOOK

Customizability
Minor changes in robotic processes can be implemented on short
timescales.

13
Advantages of RPA

Customer Benefits
Application Management
Increased compliance – robots don’t share sensitive data unintentially
No need to replace existing applications, RPA can work with them
Agile and customisable application management

Driving Process
Robust & reliable processes - because robots are never sick, take holidays or
change jobs

Scalable - because robots don’t care about workload or increased demand

More data - because data that was previously too labour intensive can now
be considered by your processes

Management
Lower operational risk due to less human error

Higher continuity because of the reliability of the robots,


train them once and they will do the job forever

Up or downscaling becomes a lot less expensive,


you don’t need to train additional robots or pay severance packages.

Robots typically cost 40% of the lowest administrative wages.

End User Satisfaction


© ROBOT ICT 2022 - RPA E-BOOK

Data is now provided close to real time, because you can time the robots
to retrieve information as frequently as you want.

Users can focus on more difficult tasks which add greater value to the
process.

The agility and customisability of the application.

14
Advantages of RPA

Quite a few advantages,


don‘t you think?

© ROBOT ICT 2022 - RPA E-BOOK

15
RPA
vs
Traditional
programming
In this episode we will look deeper
in what are the differences and
when should we go with the RPA
solution and when we should stick
with the traditional ways.
RPA vs Traditional Programming

RPA is affordable
Because initial costs are greatly reduced, RPA is affordable for all clients.

There are two main reasons behind this:

1. 2.
Creating a robot using an RPA RPA solutions can be delivered on
tool doesn‘t require the same top of existing applications and
level of programming knowledge processes.
and experience as the creation
of a new application from the
ground up.

© ROBOT ICT 2022 - RPA E-BOOK

17
RPA vs Traditional Programming

Robots work with your current user interface


and setup – the same as humans.

RPA implementations do not affect your


infrastructure.

Traditional approaches require the development


of new application and back-end integration.
This means longer development times.

Often there is a concern with Security, but


as long as the robot runs on a workstation of
an employee, the so-called attended robot,
it automatically is able to do what a normal
employee was able to do (and nothing more)
© ROBOT ICT 2022 - RPA E-BOOK

While designing the RPA solution you are


provided with several prepared actions and
methods that help you automate the process.
If you find yourself short of any capabilities,
you can still add a custom code and custom
function to your robot by programming it.

18
RPA vs Traditional Programming

Enhanced Benefits of RPA


RPA has enhanced benefits over the traditional
approach when:

Time is of the essence - the


A single process spans solution must be
multiple platforms implemented quickly and

reliably

Platforms are not accessible

to traditional solutions, e.g.


Changes or interruptions to
when there is no API, the
existing processes are not
system is 100% offline or no
desirable
option to export or import

data
© ROBOT ICT 2022 - RPA E-BOOK

19
Cost Saving
Benefits
of RPA
What is the return on investment
and how much will RPA save me
in costs?
Cost Saving Benefits of RPA

Teach a robot
what to do

As a natural consequence of competition,


companies must cut costs and lead times in
what they do, 24 / 7. Labour is often a major
expense, savings in this area can greatly
impact the competitive edge. Outsourcing,
nearshoring, and offshoring – these options can
lead to significant cost reductions.

RPA is a real alternative when it comes to


work re-sourcing. Teaching a robot what do to,
instead of hiring a new colleague on the other
side of planet has major advantages!

Remember, the cost of a robot can get as low


as one tenth of the cost of a person in your
company, depending where your employees
are located.

5x 99%
© ROBOT ICT 2022 - RPA E-BOOK

faster processing speed of human mistake


achieved by the robot reduction
compared to human

21
Cost Saving Benefits of RPA

Your new
colleague

If the initial cost of robot development may


leave you in doubts, better think about the
future. With your business growing, your
workload will increase.

Enforce the team with new colleagues is


nothing near simple and straightforward if we
look at people. But thanks to RPA and its main
aptitude – scalability – this is an easy task.

You don’t have to search for new candidates,


hire new colleague, on-board and train them.

You can easily just add an extra robot license


and get it covered. This is another perspective
for cost and time saving.

45% – 78%
© ROBOT ICT 2022 - RPA E-BOOK

offshore jobs will be replaced


by a robot by the year 2030

~ McKinsey
22
Cost Saving Benefits of RPA

Return of Investment

30 - 200 % 16 case studies by McKinsey show that


ROI varies between 30 and as much as
200 percent in the first year with RPA
return of investment implementations.
in the first year

Do you want to discuss


your automation ideas?
Come to find out the benefits of RPA and book a free demo
with our RPA Developer.

Book a demo

Price License costs


© ROBOT ICT 2022 - RPA E-BOOK

Development price varies mainly on how Robot license costs are generally fixed.
complex the process is, so on how much Depending on the type of a robot it costs
time it will take to create the robot. This from 2 000 € up to 13 000 € per year. But
can be very specific, but do not hesitate to you can always try it for free before you
contact us for a quote. commit to it fully.

23
RPA
Roles
- The
Humans
Depending on the size of the
enterprise, the following core roles
and responsibilities can typically
be found within an RPA project.

06
RPA Roles – The Humans

Process Owner RPA Analyst

Has the widest knowledge about the The RPA analyst gathers and validate
high-level process. requirements

Can identify RPA applications and Documents the solution


initiate RPA projects.
Ensure all project stakeholders are on
Cooperates closely with the RPA the same page.
Analyst.

Ensures sufficient test case coverage


for the identified scenarios.

RPA Developer RPA Architect

Develops the robot Covers technical aspects of the RPA.

Performs unit testing Defines operation procedures.

Assists with user acceptance testing. Is responsible for the whole


infrastructure.

Head of RPA Centre of Excellence.

Serves as a connection between COE


and management.
© ROBOT ICT 2022 - RPA E-BOOK

And others

As with other teams, there can be also other roles such as: Project manager, Scrum master, Project
owner, Robot Line Manager etc.

25
RPA Roles – The Humans

Are these fixed roles?


We see that different organizations organize themselves differently and the names
of the roles might be different as well. For example the user acceptance testing can
also be done by a dedicated test lead.

But we believe that keeping things simple works best if it comes to RPA, because
the way the process is automated is often very understandable for non-technical
people. We always suggest making your Subject Matter Expert the Analyst and
make sure that all people involved have a fundamental understanding of how to
build a basic robot!

© ROBOT ICT 2022 - RPA E-BOOK

26
Is the
Process
worth
Automating?
Some processes are more suited
to RPA and some may be left to
humans. The following criteria
should be considered and are key

07
indicators towards suitability.
Is the Process worth Automating?

Key indicators

The process contains small amount of


decision points following clear logic.

1.
Simple Rule-Based
complexity Workflow branching is close to a minimum.

As little exceptions as possible.

Process input data is for a robot easy to


extract.
Consistently
2. Structured
Input Data
Inputs are in form of tables, spreadsheets or
in general text formatted for every case in
the same way.

Format of input data is stable.

3.
Backlog full of tasks that your team cannot
Workload handle anymore.

The process is expected to run the same way

4.
and on the same platforms in the future.
Stability
Processes that are prone to change should
be avoided.
© ROBOT ICT 2022 - RPA E-BOOK

There is a high amount of human error,

5. Quality especially when having to convert large


chunks of data into a system.

28
Is the Process worth Automating?

Automating was
definitely worth it to me.

© ROBOT ICT 2022 - RPA E-BOOK

29
Possible
Pitfalls when
Using RPA.
Let‘s find out what are the threats
and what can go wrong.

08
Possible Pitfalls when Using RPA.

What can go wrong?

1 Lack of Process Exploration

RPA depends on close cooperation between business, analysts, developers, and


other involved roles. The process must be clearly defined and documented. Lack of
documentation and lack of description of all possible exceptions prolongs lead time
unnecessarily.

2 The Wrong Kind of Process

Carefully pick the process! As mentioned in previous chapters, some processes are great
for automation, some not so much, and some are not worth to automate at all. Such
can be a process that is not stable, lacks proper documentation or runs only few times a
month for a short time.

3 RPA Misconceptions

RPA is sometimes marketed as a miracle cure for every problem. Real development will
© ROBOT ICT 2022 - RPA E-BOOK

almost certainly encounter some problems to challenge you along the way. Experienced
RPA providers can predict them and count with them.

Even though robots work very precisely, most of them will sooner or later need
maintenance, since they run on top of applications, that may eventually need to be
updated and their user interface may change.

31
Possible Pitfalls when Using RPA.

Be clear about what


© ROBOT ICT 2022 - RPA E-BOOK

you want to automate.

32
Cooperation:
Unattended
vs Attended
Robots
In general, there are two ways how
robots can run. Either attended or
unattended.

09
Cooperation: Unattended vs Attended Robots

Unattended Robots

Automation tasks are performed in a virtual


environment. Human cannot interfere with
the robot’s work. Only the robot is logged
into the environment and performs its
tasks. Virtual environments are established
on servers. Execution of a robot does not
require another physical machine.

Typically, the robot runs based on defined


schedule.

Attended Robots

The robot and human share one computer


screen. The robot can be triggered manually
by a human or can be running in background
and waiting for a defined trigger.

The robot can interact with a human


by using dialog windows and popups,
© ROBOT ICT 2022 - RPA E-BOOK

leaving human decisions to humans whilst


performing the rest of the work without the
need of a human touch.

A human worker can have many different


robots on hand.

34
Cooperation: Unattended vs Attended Robots

You can rely on your


© ROBOT ICT 2022 - RPA E-BOOK

robotic colleague.

35
The
RPA
Academy
Do you want to become
an RPA developer?

10
The RPA Academy

Your educational journey


The internet is full of knowledge and tutorials. Some RPA providers (e.g. UiPath)
offer free educational courses for everyone. We recommend trying these out
but would recommend even more to enrol to one of our live courses.

Robot ICT offers RPA training courses in various levels. Each live course is
adjusted to fit the audience technical expertise.

Learning RPA on our courses gives you fast progress. You can immediately ask
the trainer about anything that can be unclear.

RPA Academy - four levels of courses

1 2
Is your English not good enough to understand all the technical terms?
We provide training also in Czech!

RPA Business RPA Foundation


Awareness Course Course
Become aware of the newest and fastest Discover how to become
growing technology an RPA developer

3 4
More info More info

RPA Advanced RPA Business


© ROBOT ICT 2022 - RPA E-BOOK

Course Analyst Course


Learn best practices using advanced Intensive overview of the whole Robotic
features to develop robots in a reliable. Process delivery life cycle.

More info More info

37
The RPA Academy

Robot ICT Community Forum


A place where RPA Developers, Business Analysts and other
RPA fans can meet, ask for a help and learn something new.
Robot ICT experts regularly publish new content including
the RPA Challenges.

RPA Fridays
You can get a glimpse how RPA work and learn something
new at our YouTube webinars. Almost every Friday there is
a new topic and new use case to explore

UiPath
Robot ICT is the exclusive partner with UiPath. In case that
you have decided for UiPath as the RPA tool of your choice,
we are able to provide help with acquiring the certification,
know-how and licences. Even more, we can co-develop
your first project if you would feel more comfortable with
this.
If you are a lone wolf you can use the UiPath academy
that is online and free of charge. It is user friendly, and
everything is explained nicely.
© ROBOT ICT 2022 - RPA E-BOOK

UiPath offers most of their tools for free. Community


version of UiPath Studio allows you to start right away
learning and exploring the power of RPA. UiPath provides
great support by having an alive community forum, where
more experienced developers advice beginners, so you
can find a solution to most common problems easily.

38
Robot ICT tutors are there for you!
So, if you are thinking about learning something new, either because
© ROBOT ICT 2022 - RPA E-BOOK

you want to change your career or you just don‘t want to stay behind
the current trends, this is the best time to do it.

39
Where
to Next?
Now when you know mostly all
about RPA in general, you might
be wondering where to go next.

11
Where to next

RPA Development Platforms


There are many tools in the market which you can choose. The main three players are
UiPath, Automation Anywhere and BluePrism. All these tools are powerful, and we
can recommend them. Based on your needs we can advise which tool can fit your
automation the best.

In Robot ICT we use UiPath.

© ROBOT ICT 2022 - RPA E-BOOK

41
Where to next

Looking for a Solution

Business analysis Process automation Support


development

Process mining Implementation Licensing

Architecture & Design Consulting Training and mentoring

We can integrate RPA solution together with


other our services and products which are
tailored to work perfectly with RPA and increase
its performance and capabilities.

Our experts will lead you through the whole


journey and make sure, that everything goes
© ROBOT ICT 2022 - RPA E-BOOK

smoothly, without any issues.

Leave it to our experts.

Contact us

42
Where to next

Enough was said.


Now is the time to take the action.
In case that you have any questions about this e-book, our company or ways how
we could be helpful to you or your organisation, don‘t hesitate to contact us on the
hello@[Link]

© ROBOT ICT 2022 - RPA E-BOOK

43
[Link] hello@[Link]

SHARING
ALLOWED!

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