Robotic Process Automation Example

Robotic Process Automation is Here. Are You Ready?

RPA Use Cases

As organizations start identifying 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.

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 robotic process automation examples 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:

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 and 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 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.