You may have recently heard the term “RPA” (Robotic Process Automation), but you may not know what it means. It’s a process that can help your business automate tasks that are done over and over again so you can work on things that add more value to your business.
In any business, knowing where you’re going and how you plan to get there is essential. You’ve probably heard of the term “business planning.” It just means setting goals, figuring out what resources you need to reach those goals, and then making a plan for how long time it will take to achieve the achievement. When planning an RPA implementation, the same idea holds. This is an essential step because it makes you think about what the problem is before you can move on to solutions.
For example, if your goal is to “get people to work out at least three times a week,” an RPA solution could help you reach this goal by automating workout reminders or even by assisting members in finding new ways to work out more often than they did before (like at home).
How Things Work
RPA is the process of automating and carrying out tasks that are usually done by people over and over again. Before using RPA effectively, you need to know how your current processes work. To do this, you must first figure out what each step is.
This includes figuring out who is involved in these steps (both people and technology), what tools they use to do them, what data they use or create from these steps, and where that data goes once it has been recorded.
Test and put in place
Now that you have the RPA process, you should test it and implement it.
First, you should try out the process in a controlled setting. Here, you try to simulate production as closely as possible by testing each process step on a copy of your production data. This can be done with “shadow IT,” when employees use their devices at work to connect to the company’s systems.
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For example, suppose an employee needs access to something on Salesforce but doesn’t yet have permission. In that case, they could use their smartphone or laptop to log into the system during lunch or after hours while still at work (or on another company computer). Shadow IT gives companies a chance to see what their users are doing before they get too far into their tasks. It also shows them how long tasks take when employees do them without following the right procedures or protocols.
Keep track of and measure.
You should keep track of and measure your results to make changes as time goes on. If a strategy isn’t working or has terrible side effects, you should change what you’re doing. In the same way, if something is better than expected, do more of it.
If there are any problems with how you’re using RPA, which there will be, fix them right away. Regularly checking your RPA software and processes will keep you aware of any problems that might arise. This will let you catch problems before they get worse and keep you from having to shut down your automation system for no reason.
Experts on automation like Sutherland say, “Automate quality monitoring with AI and machine learning to audit every interaction, not just 3% by hand.” Get accurate, detailed information on quality compliance by intent type, product, geography, etc.”
RPA is a valuable tool but can also be hard to understand. It’s important to know that the process isn’t a one-size-fits-all solution. Instead, you need to find what works best for your organization and change it to fit.