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UNIT-2

AUTOMATION AND RPA

2.1 Basics of RPA


2.2 RPA Benefits
2.3 Processes that can be automated
2.4 Types of Robots
2.5 Automation and RPA Concepts
2.6 Business models for implementing RPA
2.7 Centre of Excellence
2.8 Types and their applications
2.9 Building an RPA team
2.10 Approach for implementing RPA initiatives
2.1 BASICS OF RPA
Robotic Process Automation (RPA) is a technology that uses software robots or "bots" to mimic
and automate repetitive, rule-based tasks traditionally performed by humans.

Key Concepts in RPA


1. Definition
Robotic: Mimics human actions such as clicking, typing, or navigating systems.
Process: Refers to a defined series of steps aimed at achieving a particular goal.
Automation: The execution of tasks with minimal or no human intervention.

2. How RPA Works


Interaction with Applications: Bots operate through either:
Graphical User Interface (GUI): Mimicking clicks, data entry, or navigation.
Application Programming Interfaces (APIs): Communicating directly with software systems for
seamless integration.
Replication of Human Actions: Actions such as logging into systems, extracting data,
copying/pasting, or generating reports are replicated by bots with speed and accuracy.

Benefits of RPA
Accuracy: Minimizes human errors, ensuring consistent results.
Employee Productivity: Frees employees for high-value, creative, or analytical tasks.
Increased Efficiency:Bots work 24/7 without fatigue.
Error Reduction:Removes human errors in repetitive tasks.
Cost Savings:Reduces operational costs by automating tasks.
Scalability:Easily scaled up or down based on business needs.

Applications of RPA
Finance: Automating invoice processing and account reconciliation.
Healthcare: Patient data management and claims processing.
Human Resources: Onboarding, payroll, and leave management.
Retail: Inventory updates, order processing, and customer support.
IT: Monitoring systems and automating service desk tasks.

Key Features:
Rule-Based Tasks:
Automates structured and repetitive tasks, such as data entry, form filling, and data extraction.

Non-Invasive:
Works on existing applications without altering underlying systems, making it easy to implement.

AI/ML Integration:
Advanced RPA tools can integrate AI/ML capabilities for intelligent automation, like
understanding unstructured data.
Core Components of RPA:
Bot:
A software program designed to perform automated tasks.

Recorder:
Captures user actions to build automation workflows.

Control Panel:
Centralized interface to monitor, schedule, and manage bots.

Workflow Designer:
Drag-and-drop tools to design automation workflows.

Popular RPA Tools:


UiPath: User-friendly, visual workflows.
Blue Prism: Strong in enterprise-grade automations.
Automation Anywhere: Cloud-native and AI-integrated.
Microsoft Power Automate: Tight integration with the Microsoft ecosystem.

Steps to Implement RPA:


Identify Automation Opportunities:

Analyze business processes to find repetitive, rule-based tasks.


Example: Automating data entry in a financial system.
Evaluate and Select an RPA Tool:

Assess tools like UiPath, Automation Anywhere, or Blue Prism for compatibility and features.
Design Automation Workflow:

Map out the steps of the task to create an automation script.


Example: Define inputs, outputs, and error-handling mechanisms.
Develop and Test Bots:

Use drag-and-drop interfaces or scripting to build bots.


Test bots in a sandbox environment before deployment.
Deploy and Monitor:

Roll out bots in the production environment.


Continuously monitor their performance for improvements.

Key Types of RPA Bots:


Attended Bots:

Work alongside humans.


Triggered manually by users to assist in completing specific tasks.
Example: A customer support agent activating a bot to fetch customer data.
Unattended Bots:

Operate independently without human intervention.


Scheduled to run tasks in the background.
Example: Nightly data reconciliations.
Hybrid Bots:

Combine attended and unattended functionalities.


Enable seamless human-bot collaboration.

RPA vs. Traditional Automation:

FEATURES RPA TRADITIONAL


AUTOMATION

Technology Software bots mimic humans. Uses scripts and APIs.

Implementation Time Quick to deploy. Longer development cycles.

System Dependency Non-invasive (no changes). Often requires system


changes.

Flexibility Adapts to UI changes. Rigid, less adaptable.

Advanced RPA Features:


AI and Cognitive Automation:

Integration with AI/ML enables bots to handle unstructured data.


Example: Natural Language Processing (NLP) for email categorization.
Optical Character Recognition (OCR):

Enables bots to read and process scanned documents.


Example: Extracting text from invoices.
Process Mining:

Analyzes workflows to identify automation opportunities.


Example: Identifying bottlenecks in a customer service process.
Analytics and Monitoring:

RPA tools provide dashboards to monitor bot performance and ROI.


Future of RPA:
Hyperautomation:

Combining RPA with AI/ML, OCR, and other technologies to automate end-to-end processes.
Increased Adoption:

More industries adopting RPA due to its scalability and cost-effectiveness.


Intelligent Bots:

Bots capable of learning and adapting using AI technologies.


Cloud-Based RPA:

Tools like Automation Anywhere and Microsoft Power Automate are offering cloud-native
solutions for easier deployment and scalability.

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