Introduction to Robotic Process Automation

Robotic Process Automation is the use of Software Robots, Artificial Intelligence(AI) and possibly machine learning to handle high-volume, repeatable, rules-based enterprise tasks that previously required humans to perform.
rpa-image

Employees can use a flow-chart tool to build digital robots capable of recording, interpreting and conducting long-term office work that can normally be done by people using an ideally existing system. That means, without any new tools for IT development and testing. Using these IT ventures, we risk breaking the device, while when you build a robotic program

The Goal of the RPA is to Mimic what humans do, by using existing GUI's and Processes.

Robotic process automation is not a physical [or] mechanical robot, Rather, the robot in robotic process automation is software running on a physical or virtual machine.

Two types of Software Robots are there :

  • Unattended/Autonomous Software Robots
  • Attended/Assistive Software Robots
The Typical Uses of RPA are:
  • Frequent, Repetitive, Consistent Data entry or Execution of well-defined series of steps.
  • Inputting and/or synchronizing data between multiple systems.
  • Supervising/checking the data entry work of others against a set of rules.
  • Data migration, extracting and reporting.
  • Rules-based decision making
The Benefits of RPA to Businesses:
  • Increases accuracy, consistency, and speed.
  • Handle repetitive, low-value tasks inexpensively.
  • Instantly scale up/down to meet demand.
  • Work getting done 24/7
  • Full digital audit trail of tasks and steps.
The Benefits of RPA to Employees:
  • It enables humans to work better, smarter, and more creatively on higher-value tasks
  • Less Monotony.
Difference between Robotic Process Automation and Test Automation:
Robotic Process Automation Test Automation
It is the process of automating the business process in industries like Telecom, Pharma, Banking, etc.. by using the software robots to accomplish the tasks. It is the process of automating the test process, building code or software to perform the task of manual testing.
The key goal is to automate the business process to cut down manual labor cost and time, without compromising the accuracy The key goal of tets automation is to build a product with great quality by spending less time in testing.
Different types of RPA tools are available in the market, like UiPath, Automation Anywhere, Blue prism, etc. Different types of tools are available in the market, both open source and paid like, Selenium, Robotium, Watir, QTP, etc.

Uipath Certification Question Set 1

Best Fit Industries for RPA

  • There are no limits where RPA can be used, RPA has not restricted to any specific function or industries.
  • There are guardrails regarding types of processes that yield the best return on investment(ROI).
    Repetitive
    Rules-based
    Standardized
    High volume
  • The qualifiers for using RPA are pretty broad:
    Desire to handle more tasks in a more time-efficient manner.
    Desire to grow while keeping expenses low
    Copies of information in multiple systems
    A legacy system that is hard, expensive, and/or risky to change
    Regulated
  • A key differentiator for smaller businesses
  • The best fit industries for RPA is Insurance, because of :
    Time Consuming, High Volume, and repetitive tasks
    Free up 20%-30% capacity of the human worker
    Reduces the policy processing time 40%-80%
  • For Banking and Financial Services
    A significant number of transactions and data volume
    Regulated audibility, security, accuracy are crucial
    Legacy system
  • RPA can also be used in the Legal industries for
    Highly dependent and record-keeping
    Lots of paper documents
    To use OCR to scan, catalog and search/correlate documents
  • Business Process Outsourcing(BPO)

Uipath Certification Question Set 2

Benefits, Challenges, and Risks of RPA

The Benefits of RPA are :
  • Potential for rapid ROI
  • Improve accuracy, speed, and security
  • Reduces human capital cost
  • Faster scaling
  • A 24/7 virtual workforce
  • Better Exception handling
  • New analytics and insight
  • Job Satisfaction
The RPA challenges are :
  • Choosing the right process to automate
  • Setting realistic expectations
  • Employee resistance
  • ROI calculations become more complex
    Robot license costs
    Process optimization and requirement gathering
    Salaries and time, Development Testing, Monitoring, and maintenance
    License splitting
  • Deployment
    software installs
    Permissions/Essentials
    Training already busy people in there daily job
The Challenges of RPA are :
  • Software updates logistics
    Orchestration Server
    IDE
    Robot Agents
  • Robot Maintenance
    Monitoring/Timeliness
    Intuitive logging(screenshots)
    Process knowledge
  • Script Organization
    Centralized vs Decentralized
    Version control
    Reusable workflows
  • Change Management
    Ensure robots evolve along with a changing process/system
  • Finding the right balance of IT involvement and formality
  • Handling unstructured and or handwritten data
  • Daylight savings time
  • Password management
  • Compliances
    Can a robot replace or supplant humans for the regulated process?
  • Complexity
    Many manual tasks have eluded automation for a long time
Risks in RPA are :
  • It is possible to program the robots wrong
  • Security Putting clear text credentials into scripts
  • System Overload The robot generates more volume than humans
  • Redundancy Once the humans who used to know the manual process are gone, who can help in the case of robot failure?
  • BPO "IP lock-in" Beware of priority RPA tools

Current RPA Tools

UiPath :

UiPath affords all core capabilities. It renders assistance for Citrix. It is user-friendly for non-developers too. It can manage complex processes and this tool is absolute for any size of business.

It is a profoundly extensible Robotic Process Automation(RPA) tool for automating any desktop or web apps. The UiPath enables global enterprises to design, deploy a robotic workforce for their industry.

Features :
  • Uipath can be hosted in implicit terminals or cloud environments
  • Provide support for a high range of applications to work with, which combines web and desktop applications
  • Auto-login features to run the bots.
  • Scraping solution which serves with.Net, Java, Flash, PDF, Legacy, SAP, with perfect accuracy
  • It implements security by managing credentials, rendering encryption and access controls based on the task.
  • It can automate faster, Eight to ten times faster automation through Citrix too.
  • It affords an open platform.
  • It can manage any process, in any number, irrespective of its complexity.

Blue Prism :

RPA tools that assist the business process to be prompt and cost-effective by automating, manual, rule-based back repetitive office processes. The tool provides a flow chart like a design with drag and drops feature to automate numerous business processes.

It can work on any platform with any application. For working on this tool one should have programming skills however it is user-friendly for developers. This tool remains ideal fo

t provides platform independence.
  • Smart automation for business and IT operations.
  • Rapidly Automates complex and complicated tasks.
  • Distribute tasks to multiple computers.
  • It allows for scriptless automation.
  • Pega:

    The Pegasystems automation tool supports all usage scenarios. Pega is a Business Process Management tool that consolidates architecture based on a business rule management system and predictive analytics decision management mechanism.

    It can be utilized on desktop servers. It affords only cloud-based solutions or services. It can operate on Windows, Linux, and Mac. This tool is absolute for medium and large enterprises.

    Features:
    • It will help you in the deployment of your solutions to the customers.
    • It provides a cloud-based solution.
    • It doesn’t store any execution data in a database, preferably everything gets stored in the memory.
    • With this tool, you can assign the work to desktop, server, and employees as well.
    • Open APIs that instantly connect to your existing services
    • Actionable intelligence assists you in automatically detect processes to optimize.
    • The adaptive ability that learns on the fly
    • Captures insights at the desktop. It gets comprehensive details of how work gets done.

    Context:

    This tool is accurate for any size front office. It renders on-premise and cloud services. It works for all workstation applications. Context is a robotic process automation solution that offers a complete client view, online help, and shares data within two or more applications.

    Features:
    • Context can interact with all workstation applications in parallel as well as with the applications that are reduced.
    • It supports Citrix and RDP hybrid virtualization environment.
    • It provides reports and analytics.
    • Automate tasks in real-time
    • Ensure the proper sequencing of tasks
    • Gather and manage a contextual data collection
    • Provide a contextual assistance
    • The tool can observe the processes performed on the workstation.

    Jacada:

    Jacada RPA is for establishing interactions, Communication centers, and customer services. For customer services, Jacada has taken the immeasurable features from RPA and desktop automation.

    It assists in increasing accuracy, customer satisfaction, and productivity. It allows companies to automate time-consuming and error-prone, redundant tasks.

    Features:
    • Automated processes handled with the highest potential accuracy and unbeaten level of flexibility
    • Decreased Average Handling Time of your organization
    • Helps you to enhance first call resolution

    WinAutomation:

    WinAutomation is the world’s genuine desktop automation tool and gives a powerful, robust and easy to use Windows-based platform for developing software robots. WinAutomation delivers the benefits of Robotic Process Automation to your desktop.

    Features:
    • WinAutomation helps you reduce expenses and enhance the overall speed and efficiency of business processes.
    • It allows the most powerful, robust and easy to use Windows-based software that enables you to automate regular and monotonous tasks.

    NICE Systems:

    Nice RPA tool is specified as NEVA-Nice Employee Virtual Attendant. It is an intelligent tool and encourages the employees in repetitive tasks. NICE is a cloud and on-premise business software solutions.

    This RPA tool supports any organization to take firm and accurate conclusions based on high-level analytics of structured and unstructured data.

    Features:
    • It provides attended and unattended server automation.
    • It will assist you in automating ordinary tasks, Compliance adherence, and Up-sell.
    • This system is constructed for employees from the back offices, Finance, HR, etc.
    • It implements cloud-based and on-premise solutions.
    • Improved Customer Satisfaction
    • Increased productivity
    • Greater resource utilization
    • Enables your employees are free to focus on high-value activities

    Kryon:

    Kryon RPA is named as Automate. It has three solutions for automation. Unattended, Attended, and Hybrid. An unattended solution is an ingenious tool and can take decisions. The attended tool gives you speed, accuracy, and efficiency at work.

    Hybrid automation is the combination of both attended and unattended automation. It works on the cutting edge of RPA technology, encouraging innovation in the discovery of becoming automated processes.

    Features:
    • It is a scalable system.
    • It renders the recording facility.
    • Helps you to recognize all of your processes that should be automated for time and cost savings
    • Empower companies to perform their tasks with greater speed, accuracy, and efficiency
    • Supports you to automate all your repetitive and time-consuming business processes
    • Improves productivity at every stage of your business processes

    KOFAX:

    Kofax can operate with any application virtually. Coding skills are not necessary for this tool. It can process data of any website, desktop application, and portal.

    Kofax robotic process automation one of the most efficient ways to acquire, intensify and deliver information from any application or data source. This includes a web application, portals, desktop applications, and enterprise systems without any coding.

    Features:
    • It does monotonous tasks efficiently.
    • Intelligent tool for monitoring and optimizing the processes.
    • It can be achieved centrally from a server.
    • Easy to blend with Kapow Katalyst Platform.
    • Assists you to eliminate errors by Automating Data Gathering and Input
    • Increase Operational Efficiency with Intelligent Software Robots
    • Monitor and Optimize Processes with Robotic Process Intelligence
    • Deploy, maintain and execute robots from a centralized server
    • Built-In Analytics and Process Intelligence

    Uipath Certification Question Set 3

    The Enterprise RPA Roles

    Leadership Development Operations
    • Sponsor
    • Champion
    • Change Manager
    • Streeting Committee
    • RPA COE Leader(s)
    • Business Analyst
    • Architect
    • Robot Developer
    • Robot Tester
    • Infrastructure Engineer
    • Virtual Workforce Supervisor
    • Robot Operator
    • Robot Service and Support
    • Infrastructure engineer
    Sponsor :
    • A sponsor is a senior executive
    • He might be from IT, Finance, and Operations
    • Inspire and initiate the program
    • Support and protect the adoption of automation through the business
    • Regardless of there day job, this person must be passionate about RPA's potentials for improving cost, accuracy, and compliance on a modest timeline and budget compared to typical solution deployments.
    Champion :
    • A Champion cloud be an IT or operations leader
    • Head of COE operations
    • Responsible for the health of the automation pipeline
    • Evangelize benefits and maximize popular support among users
    • Must set and Manage expectations as to what software robot can accomplish
    Change Manager :
    • Often from HR
    • Executive presence
    • Excellent situational awareness
    • Ability to balance conversations and build a consensus
    • Driven user adoption and acceptance of technology-based change initiative
    • Determine and deploy the training necessary to achieve the future state model
    • Define communication plans and facilitate the deployment
    Steering Committee :
    • Dedicated and well-rounded team of individuals that can understand the challenges, opportunities, and benefits, and benefits for the entire organization and not just specific departments
    • Ensure that the scope, direction, and outcomes of RPA projects are in line with your organization's needs and expectations
    Business Lead :
    • Business analyst
      Process SME and/or highly engaged with target business users
    • Identifying, quantifying and document opportunities
    • Highlight the compliance nuances that may impact automation choice
    • User Acceptance Testing(UAT) robot features when completed
    IT Lead :
    • Solution architect
      Determine % IT integration vs % RPA vs % manual
      Define Solution architecture
    • Robot Developer
      Design, Develop the robots
    • Robot Tester
      Test the robots during the development process
    • Infrastructure Engineer
      Tool installations and upgrades, backend integrations, virtual worker entitlements
    Virtual workforce supervisor :
    • Schedule, monitor, and fine-tune the virtual workforce
    • Unattended robots
    • attended robots
    Robot Operator :
    • Business users trigger attended robot
    Robot Service and Support :
    • Front-line support for deployed RPA solutions
    • Strong triage, RPA, and troubleshooting, skill
    • On-call rotation?
    Infrastructure Engineer :
    • Tools installations and upgrades, backend integrations, a virtual worker entitlement
    • On-call rotation
    RPA Software Vendors :
    • Software Engineer
    • Pre-sales Engineer
    • Sales
    • Support
    Service provider/BPO:
    • Pre-sales Engineer
    • Practice Lead
    • Solution Architect
    • RPA Developer
    RPA Consuming Companies :
    • Architect
    • Developer
    • Traditional project delivery roles
    Job Sites :
    • Indeed.com
    • Monster.com
    • Dice.com
    • Linkedin.com
    Terms :
    • RPA
    • Robotic Process Automation
    • UIPath
    • Blue Prism
    • Automation anywhere

    Introduction and Installation of RPA UiPath

    Implementing RPA in your Enterprises

    Below are the overview framework of implementing RPA in your enterprises
    • Determining which process to automate
    • Attendant vs unattended robots
    • Run an RPA proof of concept
    • Create an automation COE
    • Change Management
    How to Choose the Best Automation Candidates

    Automation Process Candidates

    • RPA isn't restricted to any specific type of process
    • There are guardrails regarding the process that automates best
    • Repetitive/Predictable
    • Rules-Based(No human interpretation required)
    • Structured Data
    • Mid-high Volume
    • Volume peaks and troughs
    • Can be processed inside and outside normal operating hours
    • Prone to human error
    • Involve duplicate data on multiple systems
    • Not the subjects of ongoing optimize
    • Quick win

    Selection Process :

    • Determine which criteria will be measured for each process
    • Develop a stack ranking Excel file having those criteria
      Optionally weight certain criteria
    • Interview Business stakeholders
    • Evaluate the criteria for each process
    • Apply the Excel Rank Formula to see the process order

    Keyboard Shortcuts in UiPath Studio

    The RPA Proof of Concept

    Proof of concept is performed on one process as an example of savings and automation potential. Process modeling and selection for RPA is the first step. After we perform the design, deployment, and delivery of the pilot robot. The final part of PoC represents training for all core Robotic Team Roles.

    • Consider creating one attended and one unattended robot, so that you will feel the difference between them.
    • Choose one or two relatively simple automation processes
    • Decide whether to do work yourself or use an RPA vendor(s), because the vendors will have tools and license ready to go and they already have a good experience with the tools available at there places.
    • Choose 1-3 tools to compare
    • Decide whether to try it on one computer or involve an IT team
    • Create the robot and take notes about what it will take to scale in the future.
    • Test the robots on a variety of data samples.
    • Evaluate ROI speed
    • Produce succinct, High quality narrated videos to demonstrate the value.

    UiPath Certified RPA Developer - Mock Test Set 1

    Creating a Centre of Excellence(COE) in RPA

    To start small RPA
    • one person could download an RPA tool and perform an RPA POC
    • Individual business users could follow suit and just start automating any relevant processes
      Possible Zero Sum game
      Robots block manual work
      Duplication of common scripts
      More expensive tool license
      Inconsistent scripting approaches
      Disjointed Metrics
      Security Issues
      Lost work
      Decreased Likelihood of Success
    • Centre of Excellence
      Is an organizational construct to ensure buying is successful and efficient
      Is an organizational construct to ensure RPA is successful and efficient in a single point of accountability
    • Establishing a framework for getting work done
    • Governance
      Coordinate and control actions and resources
      Oversight: prevent people from doing the wrong things
      De-duplication and synchronization
      Resolve conflicts
    • Infrastructure: Install and upgrade VMs, RPA tools, and servers, etc.
      Centralized knowledge and information
      Establish scripting conversions and re-use
      Assessing Security
      Develop, Test and Run, Monitor, and fix robots
    • COE Tasks
      Publish documentation: marketing, onboarding, and processes
      Establishing and execute a procedure for ranking, and selecting process candidates
      Determine what percent of manuals vs IT integration is most sensible
      Uncover synergies between process and efforts
    • Pick the RPA tools
    • Install and configure the RPA tools and orchestration server (don't forget DR)
    • Choose and configure the demand management tool(JIRA, Rally, Botstaz, etc)
    • Choose and configure the production incident reporting tool
    • Select and execute a development methodology
    • Publish scripting conversations and standards
    • Mange virtual workers, passwords, etc.
    • Build, test, monitor and fix robots
    • Plan, manage and upgrade of the RPA tools, and orchestration server
    • Establish, measure, and report metrics
    COE Composition
    • 100% Business
      Lots of business process knowledge
      Never Maximize RPA tool for capabilities
      Script/workflow duplication
      Automation can block manual work since it runs locally
      Potential for data loss
    • 100% IT
      Effective tool and infrastructure skills
      Lots of time to spend communicating business processes and requirements
    • Hybrid COE
      Synergize IT resource with business resources
      Complementary skills for developing robots
      If a production issue occurs, sometimes requires both to diagnose and fix
    • COE Operations
      Choose process wisely
      Execute the demand management process
      Build, test, monitor, and fix robots
      Adhere to the chosen development methodology
      Manage your virtual workers
      Follow scripting conversions and standards
    • Execute the production incident process
      24/7 monitoring
      Timely troubleshooting and fixes
      Capture these metrics
      Prepare for DR events
    • Plan and execute tool and infrastructure updates
      Measure and report metrics
      Frequent, consistent communication with the steering committee
    Center of Excellence
    • An organizational construct to ensure RPA is successful and efficient
    • Single point of accountability
    • Ideal Roles
      Change Manager
      IT Lead
      Solution Architect
      Robot Developer
      Robot Tester
      Infrastructure engineer
    • Business Lead
      Business Analyst/UAT
    • Virtual workforce supervisor
    • Robot Service and support
    Tips For Success
    • When you begin your RPA program make sure you have a clear strategy for the use of RPA across the enterprise.
      Having a broad view like this can help with things like tool selection and even producing reusable workflows
      Make sure you link the RPA effort to strategic senior leadership team imperatives such as increasing efficiency or increasing agility
    • Involve I.T from the start
      RPA use sits within and is managed by the business it's still governed by I.T. practices software
      Software robots all require PC user accounts and access to one or more applications
      Eventually, need development in stage environments and most likely you'll need test data
      Real-time IT support will be needed
    • Choose the most sensible candidates
      repetitive high volume rules-based
      The Process is standardized, structured input and output
      Watch for opportunities to optimize the process
    • Have a people plan early
    • Be prepared for hidden costs
      IT infrastructure such as database, physical/virtual machines, etc.
      IT resource time to get RPA up and running
      Consultancy cost from partner companies
      New role created for RPA may add salary costs
    • Think about scale and early often
      Version Control
      Re-usable workflow
      Automated robot against installation
      Infrastructure updates and rollbacks
      Plan to supervise manage, and maintain a virtual workforce
    • Centralize wherever it makes sense
      The better tool license deal
      Less Redundancy
      Create insights
    • Set Realistic expectations
      RPA is a tool, Not the Tool
      One part of the wider technology strategy
    • RPA can't do everything yet
    • There may be still needed for human intervention to manage exceptions
      Business rules exceptions will occur
      The application won't respond as expected
    • RPA is more than just software robots
      Planning and governance
      Process improvement
      A sliding scale of human efforts vs IT integration vs RPA
      Exception handling
      Change Management