ROBOTIC

PROCESS
AUTOMATION

Lecturer: MA Lam Hong

Thanh
Email: [email protected]
ROBOTIC PROCESS AUTOMATION:
RPA FOUNDATION
MA Lam Hong Thanh
[email protected]
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CONTENTS
• Overview of automation and RPA
• The Benefits of RPA
• The Downsides of RPA
• RPA Compared to BPO, BPM, and BPA
• Consumer Willingness for Automation
• The Workforce of the Future
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Overview of automation and RPA

What is automation?
involves leveraging technology, software, or machinery to carry out tasks
that would typically require human effort

Why is automation such a game-changer?

because it revolutionizes the way businesses and individuals operate. It leads to
increased efficiency and improved accuracy by reducing human errors and
streamlining processes
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Automation use cases

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Automation categories
• RPA

• Task automation
• Business process automation
• Test automation
• AI and Machine Learning integration
• Process mining and discovery
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Task automation
• Task automation targets repetitive and mundane tasks such as data
entry, data extraction, file management, and document processing.
• By automating these routine activities, you not only save valuable time
and resources but also minimize the risk of errors, allowing you to
dedicate your focus to the most critical tasks.
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Business process automation

• Empowers organizations to automate entire business processes by
seamlessly connecting multiple tasks and systems.
• By implementing automation softwares, your department or team can
experience streamlined workflows, enhanced operational efficiency,
and consistent execution of processes.
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Test automation
• With Test Automation, organizations can automate the testing of their
applications and systems, revolutionizing software quality.
• Automated testing speeds up release cycles and reduces the time and
effort spent on manual testing.
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Process mining and discovery

• Process mining and discovery tools, empower organizations
to identify and analyze their existing processes.
• This valuable insight leads organizations to the most promising
opportunities for automation, enabling them to scale up their
automation initiatives and prioritize projects with the greatest impact.
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AI and Machine learning integration

• By integrating automation with AI and machine learning services,
users can incorporate intelligent automation into their workflows.
• This includes leveraging natural language processing, digital image
processing, and predictive analytics.
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Intelligent process automation (IPA)

• is the latest generation of RPA technology, which leverages AI to
allow the system to learn over time
• Because of this, there may be even less human intervention since
the RPA software will use its own insights and judgements to
make decisions.
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RPA
• Through Robotic Process Automation (RPA), the creation of software
robots that mimic human actions and effortlessly engage with
digital systems becomes possible.
• RPA enables organizations to automate tasks across a diverse range
of applications and systems, including legacy systems, web
applications, and desktop applications.
RPA vs. Traditional Automation
RPA Traditional Automation
Mimics human actions and works with Requires coding and more complex
existing systems. Faster and easier to implementation. Often involves system
implement. Automating data entry vs. re- overhauls.
writing entire system.
• Non-invasive • Requires coding
• User-friendly • Complex implementation
• Faster deployment • Time-consuming

RPA offers several advantages over traditional automation methods. It is faster and
easier to implement, works with existing systems, and doesn't require extensive
coding. This makes it a more accessible and cost-effective solution for many
organizations.
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RPA Compared to BPO, BPM, and BPA

• BPM: BPM software involves automation but is much more comprehensive
than RPA
• BPO: BPO is when a company outsources a business service function like
payroll, customer support, procurement, and HR.
• BPA: BPA involves the use of technology to automate a complete process.
Defining RPA: The Digital Workforce
Software Robots Non-Invasive Digital Workforce
RPA involves the use of One of the key advantages RPA is often referred to as
software robots, or "bots," of RPA is its non-invasive a "digital workforce"
that mimic human actions. nature. It works with because it can perform
These bots can perform existing systems and many of the same tasks as
tasks such as data entry, doesn't require extensive human employees, but
report generation, and coding or system overhauls. with greater speed and
invoice processing. They This makes it a faster and accuracy. This allows
interact with applications more cost-effective solution human employees to
in the same way that compared to traditional focus on more strategic
humans do, using the automation methods. and creative tasks.
existing user interface.
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The Benefits of RPA

• The Impact of Small Improvements
• Relative Ease of Implementation
• Compliance
• Customer Service
• Employee Satisfaction
• Wide Application
• Data Quality
• Digital Transformation
• Scalability
Benefits of RPA Implementation

Cost Reduction Increased Accuracy

RPA can lead to significant cost savings, with RPA bots are programmed to perform tasks
some companies reporting up to 80% with precision, reducing errors by up to 99%.
reduction in operational costs. This is achieved This is especially important in industries where
by automating repetitive tasks and reducing accuracy is critical, such as finance and
the need for manual labor. healthcare.

Improved Efficiency Enhanced Scalability

By automating repetitive tasks, RPA frees up RPA allows businesses to easily scale up or
human employees to focus on more strategic down based on demand. This is particularly
and creative work. This leads to increased useful during peak seasons or periods of rapid
efficiency and productivity across the growth, when additional resources are needed
organization. to handle increased workloads.
Key RPA Use Cases Across Industries
Finance
Automating invoice processing, reconciliation, and reporting.

Healthcare
Automating patient scheduling, claims processing,
and data entry.
Retail
Automating order processing, inventory management,
and customer service.
Manufacturing
Automating supply chain management, quality control, and
reporting. For example, automating 80% of invoice
processing in accounts payable.

RPA is transforming industries across the board, streamlining

operations and improving efficiency. Its versatility allows it to
be applied to a wide range of tasks, making it a valuable asset
for organizations looking to optimize their processes.
How RPA Works: A Step-by-Step Overview
Process Discovery
Identifying suitable tasks for automation. This involves analyzing existing processes and
determining which ones are repetitive, rule-based, and high-volume.

Robot Development
Creating the RPA bot using a platform. This involves configuring the bot to mimic human actions and
interact with applications in the same way that a human would.

Testing and Deployment

Ensuring the bot functions correctly. This involves testing the bot in a controlled environment to
identify and fix any issues before deploying it to production.

Monitoring and Maintenance

Continuously optimizing the bot's performance. This involves monitoring the bot's performance and
making adjustments as needed to ensure it continues to function optimally.

RPA implementation involves a systematic approach, starting with process discovery and ending with ongoing
monitoring and maintenance. Each step is critical to ensuring the success of the automation initiative.
Choosing the Right RPA Platform
1 UiPath
Leading market share (36% in 2023). Known for its ease of use and comprehensive
features.

2 Automation Anywhere
Offers a wide range of automation solutions and is suitable for complex use cases.

3 Blue Prism
Focuses on enterprise-level automation and is known for its security and scalability.

Selecting the right RPA platform is crucial for the success of any automation initiative. Key
features to consider include ease of use, scalability, security, and integration capabilities. Cost
considerations, such as licensing fees, implementation costs, and maintenance costs, should also
be taken into account.
 Implementing RPA: Best Practices
Start Small Involve Stakeholders
Begin with small, well-defined Engage stakeholders from
processes to gain experience relevant departments to ensure
and build confidence. 1 2 buy-in and collaboration.

Prioritize Security Focus on ROI

Implement robust security 4 3 Prioritize processes with high
measures to protect sensitive return on investment to
data and ensure compliance. maximize the benefits of
automation.
Successful RPA implementation requires careful planning and adherence to best practices. Starting
with small, well-defined processes, involving stakeholders, focusing on ROI, and prioritizing security are
essential steps to achieving a positive outcome. In fact, 73% of RPA initiatives deliver ROI in less than
12 months.
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The Downsides of RPA

• Cost of Ownership
• Technical Debt
• Enterprise Scale
• Security
• Expectations
• Preparation
• Limits
• Virtualized Environments
Challenges and Considerations in RPA
Initial Costs
1 High initial setup costs and complexity.

Scalability
2 Scalability and maintenance challenges.

Security Risks
3 Security risks and compliance requirements.

While RPA offers many benefits, it also presents certain challenges and considerations. These
include initial setup costs and complexity, scalability and maintenance challenges, security risks
and compliance requirements, and employee training and change management. A
comprehensive RPA strategy can help mitigate these challenges and ensure a successful
implementation.
The Future of RPA: Intelligent Automation

90% AI Hyper
RPA adoption to reach 90% Integration with AI and machine learning Hyperautomation:
by 2027 (Forrester) Automating end-to-end
processes
The future of RPA lies in intelligent automation, which involves integrating RPA with AI and machine learning
technologies. This will enable cognitive automation, allowing robots to handle more complex tasks and make
decisions based on data analysis. Hyperautomation, the automation of end-to-end processes, is also
expected to become more prevalent. According to Forrester, RPA adoption is projected to reach 90% by
2027, signaling its continued growth and importance in the business landscape.
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FlavorsUnattended
of RPA Attended
What is it? This type of robot operates with This type of robot operates on your
minimal human intervention, executing computer, becoming your trusted ally,
fully automated processes that involve enhancing both quality and productivity. It
high-volume transactions. It's typically takes charge of repetitive tasks, enabling
used in task-intensive back-end you to accelerate processes promptly.
environments.
Where Unattended robots are deployed on On your PC, laptop, or departmental
dedicated workstations, servers, server.
mainframes, or web services.
Trigger Unattended robots are triggered: Attended robots can be triggered:
types • Via an automation management tool • By the user.
(UiPath Orchestrator). • By certain events on the user's
• Based on a set schedule. machine.
• By any activity or event.
• By another robot.
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Automation models
• Fully unattended
• Partial unattended
• Human in the loop
• Attended, interval
• Attended in tandem
• Hybrid automation
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Fully unattended
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Partial unattended
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Human in the loop

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Attended, interval
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Attended in tandem
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Hybrid automation
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Consumer Willingness for Automation

• A total of 55% of the respondents – and 65% of millennials – prefer chatbots
with customer service so long as it is more efficient and reduces phone time
to resolve an issue and explain a problem
• A total of 49% say they appreciate the 24/7 availability of chatbots.

But in the years to come, this form of automation will likely become
more important – and also a part of the RPA roadmap
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The Workforce of the Future

• The rise of automation has the potential for leading for a much better society.
• Workers can focus on more interesting and engaging activities – not
repetitive and mundane tasks.

There will also be ongoing renewing of knowledge and

understanding. But there must be proactive efforts, say from
companies and governments, to provide for a smoother transition.
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Key takeaways
• RPA is software that helps to automate certain business tasks
• RPA is not a macro
• Attended, Unattended RPA and others
• IPA (Intelligent process automation): involves the use of AI and other
sophisticated technologies to deal with judgements and better decision-
making in the automation process
• BPM, BPO, BPA
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Building your first automation

• Practical 01_Building your first automation.pdf
1. Capture the Automation Screen on Cloud, in which the
sender and receiver email have been shown
2. Capture the Email Inbox and Outbox Screen
3. Capture the Drive Folder Screen