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    Business automation tools help companies and their customers by automating repetitive, day-to-day tasks. They free up employees to focus on more strategic projects and provide an auditable trail of data that teams can use to make more informed decisions and apply consistent controls.

    Companies of all sizes can apply business automation to myriad tasks, projects, and processes. The key benefits usually include time and cost savings, elimination of errors and setting up controls to ensure that policies are followed.

    Business automation tools use technology to take the manual labour out of day-to-day business processes. From human resources to sales to accounting, nearly every corner of a business’s operations can benefit from business automation.

    Using business automation, companies can both eliminate the need for manual labour while improving and simplifying the individual steps that make up different processes.

    Here are some of the most significant sector-wise use cases.

  • Sales and Marketing

    Sales and Marketing:

      RPA enables one to store customer information in an organized and accessible manner. Automatic classification of different categories of data, as well as easy company-wide data visualization, can save one time versus manually entering this information. The technology also enables the use of optical character recognition technology to read information from different sources and automatically enter it into your CRM system without losing accuracy. RPA can automate sales order tasks on an end-to-end basis, such as entering sales orders and creating their respective invoices. It can also automatically process invoices from different formats into consolidated data into a single database system. Not only can RPA automate the data input, but it can process different levels of decision making and check for distinct errors.

  • Customer Relationship Management

    Customer Relationship Management

    Maintaining an accurate database of customer information is critical for cultivating, nurturing, and retaining customer relationships. Often in business, CRM databases are one of the most cross-functional tools across departments, which makes them more prone to human error. Automating your CRM system through an RPA integration, such as Salesforce, takes the manual human tasks out of the equation, eliminating errors that strain customer relationships. Robotic Process Automation makes customer case management easy within your CRM system. You can automate the input of customer data such as quotes, notes, and order/shipment tracking, which frees up time for account managers and sales teams. Contract management is also a candidate for automation within a CRM system. Document expiration dates can be tracked with RPA bots, and automatically trigger notifications to parties involved in the sales cycle.

    RPA can be used to automate customer relationship management and deliver valuable custom outcomes.

      It improves the customer experience and increases satisfaction through: -

    • Quick initial responses:
    • RPA software bots can sort through common customer queries and deliver immediate responses. Of course, for better results, it needs to be integrated with AI.

    • Query forwarding:
    • RPA bots can sort queries in different categories based on set parameters and automatically send them to the respective departments.

    • Sales data: 
    • RPA can be used to automate customer relationship management by providing data to sales reps with a single trigger which will save a lot of time.

    • Data categorization:
    • Robotic Process Automation enables companies to categorize customers and identify their journey’s for better targeting and service.

  • Technology Sector

    Technology Sector

    Almost all customer service or tech support departments have internal tools with advanced functionality. They rely on service reps to use those tools and serve internal or external customers. Especially if those tools are in legacy systems, it is difficult to expose them directly to customers or employees without training. However, RPA offers a solution. RPA can enable single-click installations of complex systems with interdependent components. RPA tools evolved from testing tools that mimic user interactions. While tests can be built into the software, it is important to test from a user perspective. Such tests are time-consuming when performed manually. However, they can be lightning-fast when they are automated. Common test scenarios are automated with RPA tools and these tests are run after every version, ensuring that new bugs are not introduced to the code. Obviously, more creative manual tests are required based on the specific feature developed in each new version. However, automated testing with RPA tools can facilitate testing and improve software quality. Since these tests tend to be simple, no-code RPA solutions are ideal in such scenarios.

      The technology sector has, by far, seen the most impact of Robotic Process Automation.

      A few examples in IT operations include:-

    • Tool installation:
    • RPA can automate the process of installing tools on the system and save employees a lot of time.

    • Configuration:
    • Developers need to configure the environment in which they write code. RPA is best for automating the initial configuration and setup of this environment on every system as the process is the same.

    • Automation testing:
    • One of the best business process automation examples in the technology sector is automation testing. User-testing takes time manually and involves a lot of gimmicks. Common testing scenarios are automated through RPA, which run after every update. It ensures that bugs are found and fixed quicker than manual testing.

  • Finance


    As banks deal with multiple queries ranging from bank frauds to account enquiry, loan enquiry, and so on; it becomes difficult for the customer service team to address them within less turnaround time. RPA helps in resolving the low priority queries, freeing up the customer service team to focus on high priority queries requiring human intelligence.

    With so many compliance rules, it becomes an arduous task for the banks to comply with each of them. RPA makes it easier for banks to adhere to the rules. RPA helps in increasing productivity by functioning 24/7 with fewer FTEs, improving the quality of the compliance process, and increases employee satisfaction by eliminating monotonous tasks and engaging the employees in tasks requiring human intelligence. With the help of RPA, banks are now able to speed up the process of dispatching the credit cards. It takes just a few hours for RPA software to gather documents of the customer, make credit checks and background checks, and make a decision based on set parameters on whether the customer is eligible for a credit card or not. The entire process has been streamlined perfectly by using RPA.

      Many companies have invoice portals that streamline e-invoicing, but onboarding new suppliers is still a manual process. Launch a robot that vets new suppliers with a complete report on credit scores, tax data, etc. Organizations often work with suppliers via portals that don’t have a well-defined integration. Rather than allocating a staff member to log in and out and copy and paste data, leverage a robot to connect to all of your portals and automatically gather or post information either at pre-set times or as part of a defined workflow.

      Moreover, if you work with a number of suppliers to source a specific product with fluctuating prices, track changes, and best pricing automatically with a robot. Robots can even sneak into the web code to extract catalog pricing. Also, vetting suppliers’ credentials on a periodic basis to ensure they meet your threshold is a highly manual task that’s easy to put off for another day. Charge a robot with this job, and it will deliver a full report on time, every time. For some invoices, vendor contract data must be validated to ensure compliance with contract terms. Some organizations already have this function automated, but if not, mind that gap with a robot.

    Banking and Finance are known to be inefficient, but robotics in banking for process automation has changed the game. RPA has some of the most useful use cases in finance like:-

    • Account Opening & Closure
    • Accounts Payable and Receivable
    • Audit Reports
    • Cash Management and Forecasting
    • Compliance Management
    • Customer Onboarding
    • Investment Management
    • Know Your Customer (KYC
    • Foreign Exchange
    • Payment Reminders Follow Up
    • Same Day Funds Transfer
    • Receipt Processing
  • Human Resources

    Human Resources

    RPA software can gather and review candidate resumes and profiles and assess those against job requirements to create a shortlist. Companies can define rules and requirements to guide which resumes and profiles are selected. Once a candidate is selected for a job, RPA software can use information about the job and the candidate to create a personalized offer letter. Once the letter is approved by the appropriate parties, the system sends the offer electronically to the candidate. Upon receipt of an acceptance, the software can then begin the process of onboarding. After a candidate has accepted an offer, RPA software can then trigger the process of onboarding. This can include creating and sending out onboarding documents, such as work eligibility, tax forms, benefit enrollments, instructions for the first day and company policies, etc. It can also provision system access and user accounts, as well as equipment and office space.

      Human resource management has some of the most tedious tasks in the organization.

      Here’s how RPA is used and some business process automation examples in HR:-

    • Prospect sourcing:
    • RPA bots enable HR managers to search for the right prospects and candidates based on the parameters set. Once the parameters meet with a prospect’s profile, the bots will automatically fetch the data.

    • Employee onboarding: 
    • The onboarding process requires arranging interviews and documentation. Robotic Process Automation allows automating these processes for faster processing.

    • Payroll automation:
    • RPA software bots enable payroll automation by scraping data from timesheets and calculating pay at the end of each month. They can generate accurate payslips and calculate salaries in a matter of seconds.

  • Retail


    The increasing use of customer-oriented retail practices especially in e-commerce adds up the tasks like product returns to the various retail processes. Processing returns manually can be a really time-consuming task. Product returns are a cost to the company and if their processing is done manually, it may further increase the costs. RPA effectively manages the returns and does all the required changes needed in altering the inventory database and customers’ billing.

    Retail is essentially a human-driven industry and customer interaction is one thing that needs to be done manually. But with the use of RPA, managing the workflow and other HR processes can be facilitated more productively. Whether it is assigning shifts, measuring time and attendance, auditing sales, payroll and leave management, or assessing employee performance, everything becomes easier with Robotic Process Automation.

      The biggest benefit RPA provides here is that past actions can be repetitively performed in the future without manual effort. If the retailer tweaks strategies based on analysis, then RPA will help in measuring the effectiveness of new strategies.

      Retail is a consumer-driven industry, and the fast-paced nature of the industry makes it essential for businesses to reduce their cost and increase efficiency.

      Along with RPA use cases in procurement, here’s area few benefits of rpa in retail industry:-

    • Product categorization:
    • RPA bots can extract SKU data to help businesses categorize products and identify their market share in different regions. It will help in saving countless hours of work.

    • Product returns:
    • Returning a product involves a lot of processing and formalities. RPA bots enable checking the purchase record and quicken the entire process of returns.

    • Inventory management:
    • Another great RPA case study in retail is inventory management. Robotic Process Automation bots can provide data for key items and alert the system when there is a shortage or overflow.

  • Healthcare


    RPA across the healthcare industry helps in streamlining front-office support. Software robots can efficiently respond to patient requests faster, allowing the patient flow to work in favor of both the patient and the clinic. Automation technologies can also enhance data confidentiality. Data transfers during automated processes are always confidential, eliminating any human errors by design.

    RPA enables superior system compatibility because automation software as the one designed by UiPath is a process, it does not interfere with healthcare legacy systems and applications. This means it can run successfully without the need for additional investments in changing the system. Automation also enables better cost management. A software robot’s cost is a fraction of that of a human employee. For repetitive tasks that are prone to errors, RPA can provide significant savings that can be reinvested, thus providing the opportunity for better patient care.

      RPA use cases in healthcare offer valuable insight into why it’s worth passing on some repetitive tasks, like entering patients’ blood test results into specific files and then consistently updating those files, to software robots.

      There are a plethora of automation examples in the healthcare industry. Healthcare majorly benefits from the automated processes.

      RPA is best for automating the following in healthcare industry:-

    • Payment processing:
    • A considerable RPA in healthcare case studies evolves in the payment department of facilities in RCM. Hospitals can automate payment processing and reduce the workload on staff.

    • Claims management: 
    • Patients and hospitals are often entangled in insurance claims management. RPA software bots can automate the claims management through predefined parameters for collection claims data.

    • Patient registration: 
    • One of the best RPA trends in healthcare is patient registration, which consumes a lot of time. RPA bots can fill in the details and prepare the patient registration form in no time.

  • Insurance


      The insurance industry constantly suffers from complaints with regards to the time taken in claims processing. If you are wondering “What is the use of RPA in Insurance?”, here’s the answer:-

    • Claims verification:
    • Robotic Process Automation allows insurance companies to verify claims using predefined rules and minimize fraudulent claims.

    • Claims processing time:
    • The manual processing claims takes a lot of time due to data extraction and then filling into required forms. RPA increases the speed of processing and maximizes the customer experience.

    • Premium renewals:
    • RPA is best for automating premium renewals in the insurance industry through programming bots to identify the date and sending the premium notice without any human intervention.

    • Underwriting:
    • The record of prospects are in underwriting until they become customers. Once it is confirmed, RPA bots can transfer data from underwriting to the CRM system.

  • Supply Chain Management and Logistics

    Supply Chain Management and Logistics

      The logistics industry heavily relies on documents and bills of material. RPA use cases in the logistics industry and RPA in warehouse management help you to solve the problem in the following ways:-

    • Shipment scheduling: 
    • RPA bots extract data from emails, memos, and notes related to shipment and update the shipment schedule based on that data. It reduces the time by almost 50% and leads to quick shipment.

    • Shipment tracking:
    • RPA software allows you to install bots that can track where the shipment is and alert the system when it reaches specific places. It decreases the time taken to update the progress of the shipment.

    • Shipping notifications: 
    • Taking regular updates of the shipping is a tedious process. RPA can automatically update the shipping progress and provide notifications when a milestone is complete.