Where can RPA bots start working for you?
As organizations identify use cases for Robotic Process Automation (RPA), they often get stuck on where to start and need some RPA examples.
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.
Consider what makes the best bot
RPA 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.
RPA bots can be leveraged across many industries with infinite possibilities. Here’s a full 70 processes we can think of off the tops of our heads that can be dramatically improved by reducing manual, repetitive, and programmable tasks.
70 RPA use cases by industry/vertical
Finance & accounting
- 1. Order fullfillment
- 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
- 15. Employment history verification
- 16. Onboarding
- 17. Offboarding
- 18. Payroll
- 19. Time and attendance management
- 20. Training and education
- 21. Compliance reporting
- 22. Employee data management
- 23. Tax management
- 24. Benefits and stock administration
- 25. Welcome packets
IT
- 26. Installations
- 27. Server and application monitoring
- 28. File and document monitoring
- 29. FTP download/upload/backup
- 30. User setup and configuration
- 31. Application integration
- 32. Data and content aggregation/migration
- 33. ERP and other systems integrations
- 34. Batch processing
- 35. Synchronizing/deleting/emptying file folders
Insurance
- 36. Claims processing and administration
- 37. New business/underwriting
- 38. Policy maintenance
- 39. Compliance and risk management
- 40. Customer service
Transportation & Logistics
- 41. Shipment scheduling and tracking
- 42. Load researching
- 43. Invoicing
- 44. Credit collections
- 45. Order and inventory tracking
Manufacturing
- 46. Inventory management
- 47. Contract monitoring and enforcing
- 48. Supplier portal integration
- 49. Work order management
- 50. Order processing
- 51. Shipment scheduling and tracking
- 52. Invoice/quote/contract management
- 53. Refunds and returns
- 54. Freight management
Banking
- 55. Mortgage lending processes
- 56. Verification activities (like verification of income)
- 57. Customer onboarding
- 58. Compliance and risk management
- 59. Customer service
- 60. Anti-money laundering
- 61. Account opening
- 62. Accounts payable PO validation
Healthcare
- 63. Maintaining centralized medical records
- 64. Self registration
- 65. Handling admissions
- 66. Patient eligibility
- 67. Physician credentialing
- 68. Pharmacy inventory management
- 69. Patient communications
- 70. Integration between outdated systems that have no back-end integration methods
Brainstorm your use case, then reach out!
That’s a lot to think about! Review your best use cases for RPA with your team or don’t hesitate to get in-touch with ours to review the potential for an RPA project partnership.
