Robotic Process Automation

Technology explained

What is Robotic Process Automation (RPA)?

RPA is a type of automation that can mimic the way a human interacts with a computer. With it, anyone can record the steps they follow to complete a work process once, then have a virtual worker follow those same steps and manage that process for them. 
 
It's a great low-risk, high-reward branch of workplace automation to start with for quick ROI.

Why use Robotic Process Automation?

A person usually handles a workflow, but they shouldn’t. Their time is better spent on creative or strategic tasks that are more rewarding and offer better value to their organisation. These are things people are good at.

On the other hand, RPA 'bots' are much better at repetitive tasks because they can operate nonstop and with 100% reliability and precision.

That means that RPA can handle many more repetitive workflows than a person, helping to free more time for more valuable work.

Interested in asking an expert questions about Robotic Process Automation?

Book a free RPA 101 workshop (or keep reading)

Benefits of Robotic Process Automation

  • ⚡ Increase productivity: Get more done in the same working hours, with the same number of staff.
  • 💸 Boost profits: Shorter service delivery times mean bigger profit margins.
  • 💡 Transform your customer experience: Deliver services faster and impress your customers.
  • 📈 Raise morale: Automate tasks that workers don’t enjoy and free them to focus on the ones they do.
  • 💎 Flawless output: Get things done fast, without compromising accuracy.
  • 🗃️ Integrate people and processes: Look at how work is being done, remove solios and improve efficiency.
  • ✅ Completely auditable: Fully audit and track workflows.

How does Robotic Process Automation work?

Robotic Process Automation is designed to manage problem-based tasks that follow logical steps (which we call ‘workflows’).

Once a workflow is broken down into a step-by-step process, Robotic Process Automation can complete it by following those steps like a blueprint.

How? Well, most workflows look like this:

They start with
a problem...

"I need to know X so I can do Y"

...which causes
a trigger...

"To find X, I need to do [task]"

...which leads to
an action...

"I am doing [the task]"

...and (hopefully) 
an outcome.

"[The task] is finished and I have the info I need to work"

Robotic Process Automation can respond to a trigger with a pre-defined action, the same way a person can. A trigger can be anything, from a time to an ‘event’.

Here are some straightforward examples of triggers that Robotic Process Automation can respond to:

  • [Trigger] Email received with an attachment
    ➡️ [Action] Attachment automatically saved into a folder so I don't have to scroll through my inbox to find it later

  • [Trigger] Clock hits 9am
    ➡️ [Action] Send users a summary of their upcoming calendar items

  • [Trigger] User presses a button
    ➡️ [Action] Customer information gathered from relevant systems and saved to a spreadsheet on the users’ desktop


These are examples, so we’ve kept them simple. However, Robotic Process Automation can easily complete more complex workflows and provide more value across an organisation. 

How Robotic Process Automation can be used:

HR:

💼Automate lengthy, manual staff onboarding and exit processes.

☀️Save time by automating annual leave management processes.

Finance:

💸Automatically generate  and reconcile cashbook journals with the bank.

💳Automate invoice processing by combining RPA with Optical Character Recognition.

IT:

🔒 Automate your password reset process for faster response times.

⚡Easily manage networks with auto performance updates.

Customer Service:

⏰ Simplify brand management with social mention notifications.

👂Save time answering FAQs and get more time for complicated requests. 

Individuals:

📅 Manage time like a boss with a virtual PA to help manage appointments

⏱️ Win back time by automating your most time-consuming tasks.

How to get started with Robotic Process Automation

There are two areas of an organisation where Robotic Process Automation can be considered, front-end and back-end.

The best way to decide where to start is by thinking about where your organisation is currently stretched. 

Front-end RPA

Front-end RPA enhances your customer-facing operations, and typically achieves this in one of two ways:

  1.  1. By making customer service more efficient;
  2. 2. By creating an outstanding customer experience at digital touchpoints.

See how it works

Back-end RPA

Back-end RPA helps your operational departments, like finance, HR and IT, to win back time for strategic thinking. This is typically achieved in one of two ways:

  1. 1. By cutting time spent on lengthy, repetitive tasks;
  2. 2. By capturing smart data for strategic decision-making. 

See how it works

Get help with a free Automation strategy guide

More of the 'do-it-yourself' type? We are too - download a free guide to help you get started.

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How boxxe can help you get started with RPA:

Guides like this are good, but nothing beats a conversation with a friendly expert. 

Book a free RPA 101 workshop for:

  • 30mins one-on-one time with an automation expert (ask them anything)
  • A guided demo of RPA in action
  • Tips for fast ROI

Once the workshop finishes, it's your choice whether we help you with the next steps or if you start the work yourself. Either way, you'll have everything you need to start automating. No hard selling. Promise.