63 Manual Processes That Bots Can Do Better

Robotic Process Automation (RPA)

Robotic Process Automation is Here. Are You Ready?

As organizations start identifying use cases for bots, or Robotic Process Automation (RPA), they often get stuck on where to start. The best advice we have is to start small: pick a process, or a small step in a larger process, that is highly manual and repetitive. We recommend finding a quick win to model the identification, planning, testing and implementation process before trying to automate a highly complex process.

Since many RPA bots can be prototyped and tested in a few hours, running a successful test is critical before deploying on a larger scale.

To get you thinking, bots are best at high-volume, low-value tasks like data look-ups, copying and pasting between spreadsheets, back office systems, public websites, web portals, legacy applications.

While bots can be leveraged across many industries with infinite possibilities, below is a list of 63 industry and department process automation cases we’ve identified just to get your wheels spinning.

Finance and Accounting:

  1. order fulfillment
  2. financial close
  3. submitting vendor invoices
  4. tracking payments
  5. vendor onboarding
  6. vendor portal inquiries
  7. funds transfer (sweep)
  8. customer onboarding
  9. incentive claims
  10. pricing comps
  11. sales and PO processing
  12. collections
  13. report aggregation
  14. journal postings

 

Human Resources:

  1. employment history verification
  2. onboarding
  3. offboarding
  4. payroll
  5. time and attendance management
  6. training and education
  7. compliance reporting
  8. employee data management
  9. tax management
  10. benefits and stock administration
  11. welcome packets

 

IT:

  1. installations
  2. server and application monitoring
  3. file and document monitoring
  4. FTP download/upload/backup
  5. user setup and configuration
  6. application integration
  7. data and content aggregation/migration
  8. ERP and other systems integrations
  9. batch processing
  10. synchronizing/deleting/emptying file folders

 

Insurance:

  1. claims processing and administration
  2. new business/underwriting
  3. policy maintenance
  4. compliance and risk management
  5. customer service

 

Transportation and Logistics:

  1. shipment scheduling and tracking
  2. load researching
  3. invoicing
  4. credit collections
  5. order and inventory tracking

 

Manufacturing:

  1. inventory management
  2. contract monitoring and enforcing
  3. supplier portal integration
  4. work order management
  5. order processing
  6. shipment scheduling and tracking
  7. invoice/quote/contract management
  8. refunds and returns
  9. freight management

 

Banking:

  1. mortgage lending processes
  2. verification activities
  3. customer onboarding
  4. compliance and risk management
  5. customer service

 

Healthcare:

  1. maintaining centralized medical records
  2. handling admissions
  3. patient eligibility
  4. physician credentialing

 

Brainstorm a little and then connect with us. We’re ready to help!

Thinking about building bots for your business? Check out our blog, Five Important Tips to Successfully Implement Bots In Your Business.

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