E-Guide The Ultimate Guide To RPA
E-Guide The Ultimate Guide To RPA
What is RPA technology, and Robotic process automation is a hot commodity in today's enterprises. In just about
how is it used by businesses? every industry and across business units -- from finance and HR to IT and marketing --
RPA's software robots are automating routine and often mind-numbing work formerly
How is RPA different from done by humans. Its impact has been described as transformational and disruptive.
automation?
Still, RPA software is not without risks. For starters, not every work task lends itself to
What are the benefits of RPA? robotic process automation. Technical problems, security issues and vendor volatility,
for example, can undermine RPA's vaunted upsides -- or worse, cause implementations
What are the risks of RPA? Why
to fail. And, as with any fast-growing, wildly popular technology, misconceptions about
do RPA projects fail?
RPA are legion.
RPA software: Who are the
Our comprehensive guide to robotic process automation software is here to help,
vendors? What is the cost?
explaining everything from the basics to analysis of where this rapidly evolving market
Where the RPA market is
is headed. For a deeper dive, be sure to click through the hyperlinks on this page to
heading access expertly curated industry tips and analysis, including an in-depth report on how
to harness RPA software.
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The ultimate guide to RPA
How is RPA different from Broadly defined as software scripts that automate other software, RPA "robots" work
automation? at the surface and user-interface level, mimicking the keystrokes and mouse clicks
made by human workers and completing the task in much the way workers do by
What are the benefits of RPA?
logging in to applications, entering data, performing calculations and logging out.
Unlike a human worker, however, the bot doesn't need a physical screen to complete
What are the risks of RPA? Why
do RPA projects fail? the task, instead executing the task's process steps in a virtual environment. Moreover,
unlike most software applications, humans can develop these bots without the
RPA software: Who are the specialized knowledge of coding, making business units the target customer for RPA.
vendors? What is the cost?
RPA software is used by many business units. HR departments, for example, are using
Where the RPA market is RPA to automate aspects of employee onboarding and offboarding. In financial
heading services, RPA bots are configured to handle credit card authorization disputes. IT teams
are implementing RPA to automate routine help desk services (see the section below,
Getting more PRO+ essential "What business processes are automated by RPA?").
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The ultimate guide to RPA
Although still a relatively small slice of the enterprise software market, RPA revenue
In this e-guide has increased rapidly and shows no sign of slowing down, despite pressures from
COVID-19. Gartner projected global revenue from RPA to grow 19.5% in 2021 to nearly
The ultimate guide to RPA $1.9 billion, up from $1.57 billion 2020, and to achieve double-digit growth rates
(robotic process automation)
through 2024. Forrester Research said RPA software platform revenue is on track to
reach $2.9 billion by 2021, and the market for RPA services (deployment and support)
What is RPA technology, and
will climb to $12 billion by 2023.
how is it used by businesses?
Interest in this emerging technology is not surprising. RPA aims to improve efficiency,
How is RPA different from
automation?
boost productivity and save money by assisting with -- or entirely replacing -- the
routine and error-prone digital processing tasks still done with human labor at many
What are the benefits of RPA? companies. First-year returns on investment for RPA implementations can be in the
double and even triple digits, according to industry analysts. Done right, RPA not only
What are the risks of RPA? Why saves companies time and money but also frees up employees to focus on higher value
do RPA projects fail? work.
RPA software: Who are the As important, RPA offers traditional companies a pathway to digital transformation.
vendors? What is the cost? That's because by working at the user-interface level, RPA provides companies a way
to automate parts of critical business processes without ripping out and replacing the
Where the RPA market is
costly legacy systems that support them (see the section below, "How is RPA different
heading
from automation?").
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Moreover, as RPA tools are combined with artificial intelligence (AI) technologies such
content
as natural language generation, optical character recognition, intelligent character
recognition and machine learning, RPA's virtual agents are poised to take on higher-
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The ultimate guide to RPA
level and longer tasks, including whole job roles, becoming what some envision as a
In this e-guide 21st century self-improving digital workforce (see the section below, "Evolution of RPA
and RPA 2.0").
The ultimate guide to RPA
(robotic process automation)
How is RPA different from automation?
What is RPA technology, and
Automation encompasses a very broad and diverse set of technologies, ranging from
how is it used by businesses?
continuous delivery and continuous integration tools to hybrid cloud management to
How is RPA different from
the machine vision tools deployed in autonomous vehicles.
automation?
Robotic process automation software is a subset of business process automation (BPA),
What are the benefits of RPA?
an umbrella term for the use of technology to execute the activities and workflows
that make up a business task with minimal human intervention.
What are the risks of RPA? Why
do RPA projects fail? The most important differentiator between RPA and traditional workflow automation
tools is the skill set needed to accomplish the automation task. In traditional workflow
RPA software: Who are the automation, an experienced software engineer writes code to create a set of actions
vendors? What is the cost? that automates the task and connects the software to the underlying compute
infrastructure by the use of application programming interfaces (APIs) written in
Where the RPA market is Python, Java or other software languages. In contrast, RPA systems typically develop
heading
the action list simply by recording the users' actions as they perform a task in an
application's graphical user interface (GUI). Once recorded, the system repeats those
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tasks directly in the GUI without human effort required.
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The ultimate guide to RPA
RPA differs from business process management, or BPM, which uses a variety of
In this e-guide methods to discover, model, analyze, change and optimize business processes. While
RPA is best suited for automating a discrete number of tasks, BPM, which may or may
The ultimate guide to RPA not include automation, is designed to orchestrate complex business processes from
(robotic process automation)
end to end. In BPM, business processes are managed collectively to not only reduce
error rates and improve workflow efficiency -- which RPA does -- but also, for example,
What is RPA technology, and
to clarify job roles and responsibilities associated with the process and to improve the
how is it used by businesses?
process over time.
How is RPA different from
automation?
RPA software and BPMS (business process management software) are not mutually
exclusive, but can work in tandem. This expert tip digs into how BPMS and RPA can be
What are the benefits of RPA? used together to drive digital transformation.
What are the risks of RPA? Why DPA vs. RPA vs. IPA
do RPA projects fail?
Forrester Research further dissects the business process automation field by renaming
RPA software: Who are the BPM digital process automation (DPA) and dividing DPA into two types: DPA-deep (the
vendors? What is the cost?
BPM approach described above) and DPA-wide (a business-friendly automation
approach using low-code/no-code platforms and Agile methodology to extend process
Where the RPA market is
heading
redesign to business users). DPA-wide is closely related to RPA. Find out more about
RPA vs. BPA vs. DPA in our other coverage.
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Finally, RPA is also different from IPA, or intelligent process automation. IPA combines
RPA with traditional BPM software, machine learning and emerging AI tools to
automate more -- and bigger portions of -- enterprise jobs, enabling RPA's tactical bots
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The ultimate guide to RPA
to pass along intelligence from AI and respond to process changes. Enterprise adoption
In this e-guide of IPA, sometimes referred to as intelligent automation or IA, however, is still a work in
progress. According to the latest global robotics survey from Deloitte, although 73% of
The ultimate guide to RPA businesses report using automation technologies in 2020 (up from 58% in 2019), only
(robotic process automation)
about a third of organizations have an IA strategy.
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The ultimate guide to RPA
What are the risks of RPA? Why Assisted (aka attended) automation. In assisted automation, the RPA is automating
do RPA projects fail? applications running on a user's desktop typically for the purpose of helping the user
complete an involved process in less time. This usually generates cost savings and
RPA software: Who are the helps deliver a better user and customer experience. Drawbacks to assisted
vendors? What is the cost?
automation, explained Fersht and Brain, is that inconsistencies on the desktop setting,
such as changing graphics or display settings, can cause the RPA to fail. In addition,
Where the RPA market is
heading
sometimes the user's desktop is locked when the automated steps are being executed.
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The ultimate guide to RPA
a process," Fersht and Brain said. But they added that, in order to work, unassisted
In this e-guide automation requires structured data and clearly defined rules, which may not exist in
every case.
The ultimate guide to RPA
(robotic process automation)
Hybrid RPA. In hybrid RPA, the employee and bot essentially work as a team, passing
What is RPA technology, and tasks back and forth. Hybrid RPA automates the work that can be completed solely by
how is it used by businesses?
the bot (unassisted) as well as work that that involves unstructured data or requires
decisions by an employee (assisted). In hybrid RPA, the software bots and employee
How is RPA different from
automation?
can work on different tasks at the same time for optimal efficiency. The Institute for
Robotic Process Automation and Artificial Intelligence, an association for automation
What are the benefits of RPA? professionals, touts hybrid RPA as helping "companies leverage the power of
automation in a more diverse range of processes and scenarios." Learn more about the
What are the risks of RPA? Why three types of RPA here.
do RPA projects fail?
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In this e-guide
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Where the RPA market is • Five decisions: RPA works well for simple applications that operate in high
heading volume. Applications involving more than five decisions will require a BPM rules
engine, Le Clair said.
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• Five apps: Because RPA doesn't rely on APIs, bots are sensitive to changes in
content
applications. "When applications change, they often break the bot" and cause
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The ultimate guide to RPA
• 500 clicks: Keep the number of keystrokes a bot has to master to 500 or less.
The ultimate guide to RPA
(robotic process automation)
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The ultimate guide to RPA
Human resources. HR tasks being automated by RPA include payroll, time and
In this e-guide attendance management, onboarding and offboarding, compliance and recruiting new
hires.
The ultimate guide to RPA
(robotic process automation)
IT management and services. Examples of how RPA can be applied to IT include
What is RPA technology, and automating software audits, managing source-code control, handling incident
how is it used by businesses? resolutions such as password resets and server restarts, and optimizing email
notifications.
How is RPA different from
automation?
Supply chain management. RPA can be used for procurement, automating order
What are the benefits of RPA? processing and payments, monitoring inventory levels and tracking shipments.
The following benefits are widely cited by companies that have deployed RPA:
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content • Accuracy. Set up correctly, bots complete the process the same way every time
and don't get fatigued, reducing error rates and inconsistency.
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The ultimate guide to RPA
In this e-guide • Compliance. RPA tracks bot performance and stores the data for auditing
compliance with regulatory and governance requirements. It also reduces
human interaction with sensitive data, reducing the potential for fraud.
The ultimate guide to RPA
(robotic process automation)
• Cost savings. Job loss due to automation is a sensitive topic, and companies are
circumspect about using RPA to eliminate jobs, preferring instead to tout the
What is RPA technology, and
revenue and business benefits generated by a 24/7 bot operation with no
how is it used by businesses?
downtime. Companies that hire seasonal workers for data transcription work,
such as retailers during the holidays and accounting firms during tax time, have
How is RPA different from
reported that RPA has allowed them to handle peak times with far fewer
automation?
seasonal hires.
What are the benefits of RPA? • Employee productivity and morale. Automation of repetitive, mind-numbing
tasks allows employees to be more productive and frees them up for higher-
What are the risks of RPA? Why value work.
do RPA projects fail?
• Digital transformation. Using RPA, companies can automate parts of processes
RPA software: Who are the without making changes to legacy systems or investing in costly and time-
vendors? What is the cost? consuming back-end integration with existing systems, allowing them to move
forward on digital transformation.
Where the RPA market is
heading For firsthand accounts of the benefit RPA is providing companies, check out this panel
discussion with executives at TTI, Suncor Energy and Keppel Corp. on how to succeed
Getting more PRO+ essential with RPA. One tip: It's important to get a few quick, easy wins.
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The ultimate guide to RPA
In this e-guide
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In this e-guide What are the risks of RPA? Why do RPA projects fail?
EY, a provider of RPA services, reported that as many as 30% to 50% of initial RPA
The ultimate guide to RPA
projects fail.
(robotic process automation)
One common mistake companies make, according to the study, is assuming that RPA is
What is RPA technology, and
an IT project. Because RPA mimics how humans complete the various tasks associated
how is it used by businesses?
with a business process, it is important that RPA implementations be driven by the
How is RPA different from
subject matter experts and employees who understand the steps of the as-is process
automation? and have informed opinions about how it could be improved with automation.
What are the benefits of RPA? Underestimating human capital, implementation failure
What are the risks of RPA? Why That said, it is critical IT be involved in full-scale RPA deployments. Companies often
do RPA projects fail? underestimate the IT expertise and infrastructure required to maintain and fine-tune
the RPA bots. While it's the case that most business users can automate a simple
RPA software: Who are the
process themselves using the drag and drop menus RPA vendors typically provide,
vendors? What is the cost?
launching and maintaining a full-scale enterprise RPA implementation requires
Where the RPA market is
administrative and IT oversight.
heading
Indeed, the ease of getting RPA up and running -- one of the automaton tool's big
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selling points -- is also a major risk and can result in bots run amuck. Simply automating
content the work flows of employees who are not doing the task correctly, or each doing it in a
different way, is bad practice, explained Bob De Caux, vice president of AI and RPA at
enterprise software provider IFS, in his primer on the benefits and downsides of RPA.
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The ultimate guide to RPA
Without a strong governance plan for RPA bots, companies can end up with a
In this e-guide hodgepodge of redundant bots instead of the end-to-end process automation that
brings measurable economic impact.
The ultimate guide to RPA
(robotic process automation)
Security risks
What is RPA technology, and
RPA also introduces security risks, but not the ones you might expect. Saurabh Gupta,
how is it used by businesses?
president of research and business operations with HFS Research Ltd., and Martin
How is RPA different from
Sokalski, principal in KPMG's Emerging Technology Risk division, explained in an in-
automation? depth interview on security risks and remedies that big data breaches have not thus far
been seen in RPA implementations. They said that's in large part because the
What are the benefits of RPA? technology works as a top layer and is not integrated into the under layers where the
data is. However, RPA security risks do exist: They include fraud, inappropriate access
What are the risks of RPA? Why to sensitive data, being able to affect system availability and continuity, and abuse of
do RPA projects fail?
administration privileges. "Data privacy can be in that bucket as well," Sokalski said.
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The ultimate guide to RPA
Banks and insurance providers were among the first to see the value in using RPA for
In this e-guide automating data transcription tasks. Read about how executives at John Hancock and
Citizens Group are using RPA to automate business processes.
The ultimate guide to RPA
(robotic process automation) Government: Federal agencies are under mandate to modernize their operations,
including automating the manual processing of data and documents. The Trump
What is RPA technology, and administration's 2020 budget called on agencies to upgrade the consumer experience
how is it used by businesses?
with RPA.
How is RPA different from Healthcare: Use cases for RPA in healthcare range from handling patient records and
automation?
claims to customer support, account management, billing, reporting and analytics. A.J.
Hanna, former head of Ascension Health Alliance's digitization strategy and now a vice
What are the benefits of RPA?
president of client advocacy at Sykes, laid out the potential benefits of RPA in
What are the risks of RPA? Why healthcare.
do RPA projects fail?
Manufacturing: Shibaji Das, senior director value engineering for UiPath, discussed the
RPA software: Who are the role of RPA in manufacturing and how it can help improve efficiency in organizations.
vendors? What is the cost?
Retail: Read about how U.K. retail group John Lewis Partnership has automated 40
Where the RPA market is business processes using 60 software robots with technology from Blue Prism.
heading
Utilities (electricity oil, gas, etc.) use RPA for accounts and billing, meter-reading
Getting more PRO+ essential exceptions, customer service queries and debt recovery. Read about Schneider
content Electric's ambitious, multivendor rollout of RPA in its customer care, finance, HR and
supply chain divisions.
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The ultimate guide to RPA
In this e-guide
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In this e-guide RPA software: Who are the vendors? What is the cost?
Below is a brief description of the three leading enterprise RPA vendors -- Automation
The ultimate guide to RPA
Anywhere, Blue Prism and UiPath -- along with a select group of up-and-coming and
(robotic process automation)
niche players. For more information on RPA vendors, including pricing and licensing
information, click on "Consider these 12 RPA software vendors for deployment."
What is RPA technology, and
how is it used by businesses?
• Automation Anywhere provides a "wide array of integration components that
users can string together to create automation scripts," according to Gartner,
How is RPA different from
as well as a well-developed partner ecosystem. Updates include a mobile phone
automation?
app for managing bots and more ability to automate unstructured data;
Gartner noted that its 2020 roadmap includes an improved bot store,
What are the benefits of RPA? conversational AI and an RPA-as-service option. Forrester Research called out
its focus on "human-bot collaboration."
What are the risks of RPA? Why
do RPA projects fail? • Blue Prism focuses on providing organizations in regulated industries, in
particular financial services, desktop-aligned robots that are defined and
RPA software: Who are the managed centrally. The publicly traded company maintains its focus on IT-led
vendors? What is the cost? enterprise deployments and has a strong innovation roadmap, according to
Forrester Research. This includes its Blue Prisms Lab, an AI lab "targeting
Where the RPA market is document-centric use cases, computer vision and attended [aka assisted RPA]
heading scenarios."
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Vendor capabilities in the fast-evolving RPA market keep expanding, as do the number
How is RPA different from
and types of companies claiming to offer RPA tools. According to a July 2020 report
automation?
from Gartner, RPA software tools "at minimum" should include the following
What are the benefits of RPA? capabilities: "low-code capabilities to build automation scripts, integration with
enterprise applications, and orchestration and administration, including configuration,
What are the risks of RPA? Why monitoring and security."
do RPA projects fail?
C-level decision-making around RPA
RPA software: Who are the
vendors? What is the cost? As companies continue to increase their use of RPA, lack of leadership and IT expertise
threaten to undermine the benefits of RPA and magnify its drawbacks, according to IT
Where the RPA market is
research firm Everest Group (see chart "5 RPA pain points C-level leadership needs to
heading
address").
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RPA software: Who are the Meantime, RPA spending shows no signs of cooling. As enterprises accelerated their
vendors? What is the cost? digital transformation efforts during the COVID-19 pandemic, RPA played a key role in
automating paper-based, routine processes.
Where the RPA market is
heading Concerns that RPA will hit a wall once enterprises have automated routine tasks and
move on to automating complex processes have been mitigated by advances in RPA.
Getting more PRO+ essential Leading RPA vendors are extending the capabilities of their tools. New capabilities aim
content
to better support management, scalability and integration with other tools, including
AI, digital process automation, process mining and business rules engines.
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The ultimate guide to RPA
As noted in the guide's section on hyperautomation, enterprises are seeing the value
In this e-guide of a developing a comprehensive strategy for process automation that combines
automation tools -- including RPA, digital process automation, low-code/no-code
The ultimate guide to RPA platforms and business rules engines, among others -- with machine learning and other
(robotic process automation)
AI technologies.
What is RPA technology, and Enterprises should look for RPA providers that enable "scaling and scope extensions,"
how is it used by businesses?
Forrester advised in its March 2021 Forrester Wave review of 14 RPA providers. Some
examples of RPA augmentations cited by Forrester include "AI-decisioning tools that
How is RPA different from
automation?
automate processes in the banking and insurance industry" and "digital assistants that
offer an additional channel to the RPA platform."
What are the benefits of RPA?
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