Robotic Process Automation (RPA)

Automate Repititive Tasks and Speed Your Automation Journey

Robotic process automation (RPA) is an emerging form of business process automation technology based on the notion of software robots or artificial intelligence (AI) workers. In traditional workflow automation tools, a software developer produces a list of actions to automate a task and interface to the back-end system using internal application programming interfaces (APIs) or dedicated scripting language.

In contrast, RPA systems develop the action list by watching the user perform that task in the application's graphical user interface (GUI), and then perform the automation by repeating those tasks directly in the GUI. This can lower the barrier to use of automation in products that might not otherwise feature APIs for this purpose.

Types of Robotic Process Automation

There are 3 types of RPA automation that serves different needs:

Attended automation: These bots reside on the user’s machine and are invoked by the user. They are appropriate for tasks that are triggered at programmatically hard-to-detect points. For example, a customer service rep will understand the customer’s inquiry and need to complete a transaction in the system. RPA bot can actually work a lot better than the rep, perform regulatory and compliance checks and would never do manual mistakes due to fatigue or boredom. Launcher for RPA can be setup in 3 main ways to facilitate employee’s access to the tool. Launcher can be

on an RPA client tool where the customer service rep selects the bot to be launched
embedded on the personnel screen when certain conditions are met (e.g. when the rep is talking to a customer)
auto-run when certain conditions are met. For example, if some KYC check needs to be performed on newly acquired customer phone numbers, bot can be launched as soon as the phone number field is filled. In this manner, RPA bots can be launched automatically with no intervention from the employee.
Attended automation is a good way to augment your employees that face customers but still need to complete manual work.

Unattended automation: Unattended bots are like batch processes on the cloud. They complete a data processing task in the background. They are ideal for reducing work of back-office employees. There are a few options for launching unattended automation:

Data input in a specified location: Most unattended bots are triggered when data is input in the system. Whether it is new transactions or employees, additional data processing is generally required to serve regulatory or marketing-related needs.
Bot initiated: A bot can also launch another bot. This can be useful when a bot operation has various different outcomes. For example, a KYC inquiry may either require manual investigation or automated processing to complete the customer’s registration. Based on the outcome, bot can notify the investigation team or launch another bot to complete registration.
Orchestrator initiated: RPA administrators can use orchestrator software to stop or launch bots.
Specified intervals: Bots can be launched at specific times to batch process data.

Hybrid RPA: Attended and unattended RPA bots are combined to provide automation for both front office and back office activities, allowing end-to-end automation of a process.

How RPA Works?

RPA bots transform back offices as industrial robots transformed the factory floor. RPA Bots replicate employee actions like opening files, inputting data, copy pasting fields in an automated way. To set up an RPA bot, it isn’t required to know programming. There are 4 ways to setup RPA bots

Programming: As expected, the most powerful interfaces for programming bots is a programming language. However, using a programming language requires skill and patience so this method is relevant for technically inclined personnel. Programming instructions essentially tell the bot which programs to use and how to interact with those programs.
Graphical User Interfaces: Many vendors offering solutions to program RPA bots with drag & drop interfaces. Anyone in the company should be capable of setting up simple bots.
Recorder: Just like macros in excel, bots can complete recorded actions. Recorded actions can involve numerous enterprise software such as taking data from Salesforce, merging it with a report from mail chimp in excel to identify which customers to target during the company’s routine customer activation SMS campaign. Recorder function is an important advantage in an RPA tool because it enables rapid bot programming. However, recorders have some limitations as well:

1: Recording a complex set of functionalities can be difficult and error prone
2: Maintaining recorded bots is difficult as their code is machine produced and may not be easy to read. Re-recording actions after each small change in the process can also be time consuming

Self-learning bots: These bots watch recorded employee activity to learn automatable tasks. They are the easiest to deploy bots. However, their learning is not always perfect since they rely on recognizing images in scraped screenshots. Especially during initial deployment, they could be making mistakes and their activity needs to be audited. Most of the time mistakes are avoided as bots understand when they see cases they don’t know how to complete. In such cases, they contact employees for guidance. Once bots are setup, an orchestration module helps start/stop bots and analyse their activity.
How to Select Robotic Process Automation Tools?

Selection of RPA Tool should be based on following 4 parameters:

Identity Creation: This step involves creating a persona of a bot keeping the target audience in mind along with the things you want to get done using bot.
Data: Easy of reading and writing business data into multiple systems.
Type of Tasks mainly performed: Ease of configuring rules-based or knowledge-based processes.
Interoperability: Tools should work across multiple applications.
AI: Built-in AI support to mimic human users.
RPA Tools We Deal With

RPA tools have strong technical similarities to graphical user interface testing tools. These tools also automate interactions with the GUI, and often do so by repeating a set of demonstration actions performed by a user. RPA tools differ from such systems including features that allow data to be handled in and between multiple applications, for instance, receiving email containing an invoice, extracting the data, and then typing that into a bookkeeping system.

UI Path: UI Path’s developer-friendly interface allows for greater dev control. This makes it easier to leverage bots that require variations or looping. UI Path’s rich extensibility model also makes it easier to engineer custom activities and subsequently scale process automation.

Bot Dev Functions: UI Path is extensible, robust and Rest API-capable. These qualities make it ideal for customization and scalability.
E-commerce: Chatbots are used for payment handling procedures, personalized product search, order tracking etc.
Screen Recorder: UI Path has a strong screen recorder, but it may require more assistance than Automation Anywhere’s at launch.
Security/Governance: UI Path provides the control over security and governance that is needed to use bots securely and compliantly. Additionally, UI Path supports multi-tenancy.
Flexibility: Orchestrator is flexible and can publish out too many environments. This is partly because it leverages NuGet packages. NuGet infrastructure already exists in many organizations, making UI Path readily conducive to those ecosystems and enabling swift iterating.

Automation Anywhere: Automation Anywhere’s Control Room can be configured relatively fast for business. It also provides support for complex functions, scheduling and triggers. This includes IQ bots for cognitive automation which IT specialists, acting as workflow stewards, will need to feel fully enabled in their work.

Bot Dev Functions: Automation Anywhere features strong data-processing functions for CSV, Excel and other core business-user functions.
Screen Recorder: A precise, accurate screen recorder helps users acclimate quickly to running workflows.
Security/Governance: Automation.
Why RPA for Businesses?

RPA also opens up new perspectives on the core processes of your business operations, and on the human role in modern work communities in addition to giving you an extra pair of automated hands. Meanwhile, your faithful robot servants can, amongst other things, search for information from various sources, combine the data collected, and send the resulting reports and summaries on to the pre-selected destination.

RPA can help organizations in many ways, such as:

Automation of manual data-entry processes for data from different sources.
Automatically sorting and filtering tasks based on priority, then forwarding them for manual processing.
Improvement of systems that lack the functions required.
Integration between different systems.
Standardization of communications and correspondence (emails, messages, etc.).
Automation of manual data inspection and calculations.
Our RPA Implementation Process

Our framework not only helps implement RPA in the least amount of time, it also enables quick ROI. This is because we use our Proof of concept-driven approach to scale it up to enterprise grade implementations.

Record: Identify opportunities for automation through collation of data, processes, procedures and conducting interviews.

Data collation- # of tickets, time spent, reports, etc.,
Interview- Engineer, SME/ Lead and Manager.
Procedures- Collect activity process/ procedure and conduct value stream mapping.

Analyse: Analyse Automation possibilities and build POC.

Ticket Analysis- Study data collated to confirm on the opportunities identified.
Repetitive task analysis- Identify opportunity among the non- ticketing repetitive activities.
POC- Build POC and technical flows for the identified automation opportunities.

Pilot: Pilot the Proof of Concept and collect feedback for a tailored solution.

Pilot the POC- Study data collated to confirm on the opportunities identified.
Feedback- Collect feedback on POC and any additional requirements (if any).

Implement: Develop scripts on the RPA tool and conduct live trials.

Develop scripts on RPA tool- Develop the scripts on RPA tool based on tasks agreed and documented.
Testing- Perform testing on the scripts developed in pre-pod environment.
Live Trial- Conduct show and tell sessions to ensure user acceptance & confidence.

Deploy: Deploy the scripts in production environment via RPA tool.

Deploy scripts on production- Deploy the scripts via the RPA tool onto production
Benefit Analysis- Perform benefit analysis to estimate actual vs planned.
Robotic Process Automation Services Offered

RPA has evolved by leaps and bounds over the years. It has become a mainstream focus for many industries as they are trying to integrate robotics and advanced digital technology platforms to achieve true automation.

Industrial Process:

RPA in Healthcare

Patient data processing
Claims Underwriting and Processing
Medical Coding
Medical billing and Processing
Patient Payment Consolidation

RPA in Higher Education

Student Payment Processing
Education ERP Automation – Oracle, PeopleSoft, Banner, Jenzabar, Power Campus

RPA in Manufacturing

Logistics Automation
Invoice Generation and Validation
ERP Business workflow automation
Dynamic Product price comparisons

RPA in Travel & Hospitality

Competitor Pricing Analysis
Automated Guest Checking, Room Booking
Travel Package Selection and Recommendation
Payment Processing

RPA in Banking

Compliance
Accounts Payable
Mortgage processing
Credit card & Loan processing
Fraud Detection
KYC process
Report Automation
Account Closure Process
Customer service

RPA in Retail

Procurement & Inventory Management
Order Processing and Payments
Communication between Manufacturers, Suppliers, Third Party Logistics, and Customers
Product Data and Catalogue Management
Product Merchandizing
Demand & Supply Planning
Workforce Scheduling

RPA Software

Load, Stress, performance testing of mobile apps
Defect Tracking & Management
Test suite automation

RPA in BPO

Contact Centre Automation
Conversational IVR for human like response

RPA in Finance

Accelerate period-end processing
Update master accounts and legal entities across systems
Maintain attributes across systems
Generate reports
Handle adjustments
Tax provisioning
Tax liability scenarios

Technology/Platform:

RPA in Healthcare

Desktop Automation
Screen indexing/Data extraction
GUI Automation
Mainframe & Legacy Workflow Automation
Why Choose us Trivialworks for RPA?

The advantage we offer over our competition

Innovative Thinking: At Trivial Works, we develop solutions for everyday challenges using innovative new technologies. We work like a start-up and deliver like a pro.
Rapid Development: Why reinvent the wheel? Our projects effectively reuse code, components and templates which helps us deliver faster and focus on business goals.
Continuous Deliver (CD): We have perfected Continuous Delivery using small, self-sufficient teams working on micro projects, delivering fast and being truly agile.
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