Session 7: Robitic Process Automation
(RPA) Questions and Answers Graded
A+
Learning Objectives: ✔✔- RPA Awareness and Roles in the company
- Differences of RPA and Business Process Management
- RPA Checklist for im
...
Session 7: Robitic Process Automation
(RPA) Questions and Answers Graded
A+
Learning Objectives: ✔✔- RPA Awareness and Roles in the company
- Differences of RPA and Business Process Management
- RPA Checklist for implementing solutions
- RPA Lifecycle and Process Evaluation
- Business Model Canvas
Transforming operational processes - process digitization ✔✔companies are driving digital change
by automating their internal operations and enabling its people to refocus on strategic activities.
RPA ✔✔- your virtual workforce
Robotic process Automation is a capability of a sortware that allows the "bot" to transact in any
application in the same way a human would do with a mouse or keyboard.
- RPA =
- your virtual employee
- no physical robot
- time to market within a few weeks
- uses your existing applications
- no changes in your existing infrastructure needed
- documents every step consistently
RPA Tasks ✔✔Business goal = reduce cost and headcount through use of software robotics
Core Activity = Automation of repetitive tasks and training robots to complete activities
Tech Approach = Apply changes without changing existing applications and underlying system
Time & impact = implementation In days as existing applications are not adjusted as existing user
interface is used to drive applications
BPM Tasks (Business Process Management) ✔✔Business Goals = Re-engineer underlying
processes and drive central tool
Core Activity = Define and implement entire process management model for enterprise
Tech approach = new application definition and comprehensive integration into underlying
systems to have a single process model
Time & impact = complex multi-month implementations with large testing and business impacts
Difference normal manual process / Robotic process automation / scripted business process
automation ✔✔You do not have to change the process -> you simply replace yourself by the bot
and he will do the same tasks as you.
- the bot can run the background, you do not need to control him
- while the bot is running you can collect data and use this data to reengineer your bots -> advanced
AI
Focus on the pain reliefing stuff -> for example copying data from one system to another system.
This time consuming tasks, because the systems do not communicate with each other -> the bot
can do this copy work.
Examples of activities a bot can carry out: ✔✔- extract and change data, create reports
- fill out forms
- copy, paste and move data
- log into operating systems r.g. ERP & CRM
- access social media
- access websites
- perform calculations
- read & process information from multiple systems
- open emails and process attachements
RPA fit - simplified checklist ✔✔Is your process...
- highly manual & repetitive? YES?
-> Rule based? YES
-> Readable electronic input?
-> Standard & low exception?
-> Processing high volumes?
When YES -> replace with bot
if NO = Apply process improvement initiatives
RPA classis use cases ✔✔HR = Payroll
Supplychain = ordering processing
Legal = Compliance Forms
Procurement = contract management
Marketing = customer management
RPA Roles ✔✔- RPA Infrastructure Engineer = hanles server installations & troubleshooting
- RPA Solution Architect = defines the architecture of the RPA solution and is a guardian of the
overall performance of the agreed solution
- RPA Developer = Designs, develops and tests the automation artifacts
- RPA Change Manager = Creates a change and communicates a plan, which is aligned to the
project deliverables, in order to ease RPA Adoption within the company
- RPA Project Manager = forms the RPA team to buikd the setup and deliver the program across
business units
- RPA Service Support = First line support for the RPA solution deployed
- RPA Supervisor = Administers, orchestrates and controls the virtual workforce in the operational
environment
- RPA Business Analyst = creates the process definitions and process maps used for automation
RPA Business analyst role ✔✔- identifies and quantifies RPA opportunities with process owners
- creates detailed mapping of actual and target processes
- balances expectations between process owner and RPA developer team
- Prepares documentation for deliver to RPA development teams
- Supports testing and endorses go live
RPA lifecycle ✔✔see paper notes
Ideation -> Analysis -> design -> development -> test -> Release -> Run
* RPA Process Evaluation ✔✔See paper notes:
- type of input & output = Which data format? Are the data available in a structured form?
- Process quality = how often do exceptions happen? how often mistakes? how much % of the
process is already automated?
- Numer of systems and type of access = how many systems are involved in the process? Which
systems? how are these systems accessed?
- Process lifecycle = how long will the process take? How stable is the process? how often is the
process performed?
- Interaction = is there interaction with externals? to what extend is the process documented? How
satisfied are the stakeholders?
RPA Process Design Description (PDD) ✔✔- process overview from a bird's eye view =
entire process at a glance / rough orientation
- screenshots with marked areas =
clickable area of the application clearly visible / detailed step - by - step instructions
- Business logics = unique definition for calculation of data / definition of error cases / expections
RPA next level -> artificial intelligence enabled RPA ✔✔Evolution of digitization:
ERP -> eCommerce -> Self Service -> RPA -> AI
RPA Demo -> High leel process Workflow ✔✔Excel file updated
-> open excel file -> enter data from excel into anyteller -> execute transaction -> send
confirmation mail -> confirmation e-mail sent.
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