12 RPA Use Cases and Examples in Multiple Industries

Summary: Robotic Process Automation technology is used in multiple industries such as finance, banking, and healthcare to automate repetitive tasks through RPA bots that emulate human actions. Find out more about the usage of RPA in the article.

There are a lot of procedures in an organization such as processing payroll and managing inventory that are labor-intensive and time consuming. Managing these processes manually eventually will lead to data discrepancies, miscommunication, and also task duplication. However, with the coming of Robotic Process Automation technology, all these tasks can be automated and completed in a short period of time.

With RPA software, you can build, train, and deploy bots that can perform multiple repetitive tasks by interacting with different systems. These systems are integrated through APIs. These bots can perform multiple human-like tasks such as document processing, claims managing, and purchase order managing through proper programming or training.

The RPA use cases differ from industry to industry, however, some of the most common uses include data migration, payroll management, inventory management, etc. Find out more about how different industries can leverage RPA to increase productivity and achieve efficiency.

12 RPA Use Cases in Different Industries

RPA has become a popular medium for businesses to automate and perform various digital tasks and to save time. Each industry can leverage this software technology to automate different tasks related to the business. Here is the enumeration of 13 RPA use cases for different industries:

1. RPA Use Cases in Insurance

RPA in the insurance sector can help to enhance the customer experience and improve operational efficiency. With it, you can automate tasks like finance and accounting, policy cancellation, regulatory compliance, quotes generation, etc. Some other uses of RPA include:

• Claims Verification: Automatically verifies the customer’s claims through pre-defined rules.
• Claims Processing: Accelerates claims processing procedure by extracting the data from different inputs automatically.
• Underwriting: The bots can extract data from multiple systems and perform risk assessment to specify the coverage amount for a policy.
• Policy Administration: With RPA bots, you can automate the task of rating, quoting, binding, reviewing, and issuing policies to customers.

2. RPA Use Cases in Manufacturing

Manufacturing businesses can leverage RPA technology for automating multiple processes related to supply chain management, stock optimization, and proof of delivery docs management. Further, it can help in automating procedures related to:

• Inventory Management: RPA can be used to track, manage, optimize, and update inventory in real time.
• Invoice Processing: RPA bots can help in processing invoices by extracting data from multiple documents through OCR (Optical Character Recognition).
• Reports Generating: It can automatically generate different production reports and also send them to respective stakeholders.
• Order Fulfilment: RPA bots can manage order fulfilment procedure by identifying order details, updating them, and generating orders, etc.

3. RPA Use Cases in Healthcare

Healthcare can use RPA software to automate various procedures like data migration, staff scheduling, patient data management, tracking facility equipment, etc. Some other use cases include:

• Patient Appointment Scheduling: RPA bots can help automatically schedule appointments for patients depending on the diagnosis details, doctor availability, location, etc.
• Claims Management: It can help in managing and approving patients’ claims based on pre-defined parameters.
• Regulatory Compliance: RPA enables healthcare professionals to ensure that all the processes are followed according to the laws and regulations of the industry.
• Prescription Management: RPA can automate the process of prescription management by extracting patient’s data and generating prescriptions for patients under doctor’s supervision.

4. RPA Use Cases in Telecom

With Robotic Process Automation, the Telecom industry can automate tasks like data flow in different systems, customer onboarding, first call resolution tasks, and so on. Further, it can also help with processes related to:

• Number Porting: RPA can help in automating the procedures related to porting the number of customers from one SIM to another.
• Request Forwarding: The RPA bots can automatically forward the customers’ email requests to concerned departments based on various parameters.
• Account Verification: With RPA, the account verification of postpaid users will be done automatically by verifying their details from the centralized database.
• Reporting: RPA will automatically generate different reports related to numbers ported, outstanding bills, etc., and send them to respective persons.

5. RPA Use Cases in Finance

RPA in finance can help with automating account receivable and payable management, account reconciliation, regulatory compliance, etc. Some other uses include:

• Payments Management: RPA bots will automatically handle all the payments made and received during the financial year. Further, it can also create and send invoices.
• Payroll Management: It can help in automating payroll processing by extracting and verifying the employee’s data, approving timesheets, etc.
• Tax Calculation: RPA can calculate different types of taxes by automatically gathering data from multiple financial statements. It can also submit the tax reports to designated authorities.
• Financial Reporting: By leveraging RPA, an organization can generate different financial reports by extracting data from different documents like general ledger and balance sheets.

Suggested Read: Best Robotic Process Automation RPA Tools

6. RPA Use Cases in IT Operations

By using RPA in IT operations, organizations can boost productivity, maximize their capacity, and save time. Some of the cases where they can use RPA technology include-

• Password Reset: The RPA bots can help in changing and resetting systems passwords by accessing the password reset requests.
• Incident Management: RPA bots can be trained to perform diagnostics and respond to all the incidents and bringing back the system to its operational state.
• Network Support: With RPA, both the network performance can be monitored, and updates can be run to fix issues whenever required.
• Server Status Check: RPA bots can keep a check on the company’s server status by accessing it at regular intervals through credentials.

7. RPA Use Cases in Retail

RPA bots can help retail businesses in automating multiple time-consuming tasks such as adding new products details in system, planning products’ demand and supply, managing logistics. Some other uses where RPA technology can help are:

• Product Categorization: RPA assists retail outlets in categorizing different products based on type, color, size, etc., by extracting data from SKU data sheets.
• Product Return Procedure: With RPA, you can automate the product return procedure by verifying and approving the return requests.
• Inventory Management: RPA bots can track inventory in real-time and notify the system about the stock shortage or overflow situation.
• Invoice Processing: RPA can help in processing invoices faster by segregating customer data, calculating tax, and so on.

8. RPA Use Cases in Logistics

By using RPA technology, you can automate various operations of your logistics facility such as procurement management, order return procedure, bills management, etc. Some other ways to use it include:

• Order Fulfillment: RPA will automate order fulfillment tasks including entering details about an order, managing shipment, updating the order status in real time, etc.
• Document Management: RPA solution will maintain a record of all documents including invoices, proof of delivery, purchase orders, etc.
• Inventory Management: The RPA will automatically track and control inventory and will contact the vendor in case of shortage.
• Shipment Scheduling and Tracking: RPA bots can automatically generate shipment documents, assign shipment orders to transportation services, and track it till it reaches the destination.

9. RPA Use Cases in Government

Government can leverage RPA to automate tasks related to government and public service activities to increase productivity. With RPA, government can categorize emails, content migration, managing orders for personal protective equipment, etc. Some other uses of RPA in government sector include:

• Data Capture and Analysis: RPA can be used for organizing data from multiple systems during any survey or census through intelligent document processing. It can also be used for analysis of this data through advanced analytics.
• Online Feedback Gathering: RPA bots can automatically gather feedback from different sources through scanning them for analysis to help organizations improve existing procedures.
• Property Registration: It can be used to automate the property registration procedure and for updating the properties’ registry to eliminate the heavy backlog.
• Employment Data Management: RPA bots can automatically update the list of unemployed and trained residents so that they can be employed in their respective workplaces.

10. RPA Use Cases in HR

By using RPA, HR departments can easily manage multiple procedures such as employee exit formalities, recruitment and hiring, maintaining compliance, calculating taxes, etc. Some other uses include:

• Lead Finder: RPA bots enable human resource departments to find potential hiring leads and prospects through pre-defined parameters.
• Onboarding Automation: Assists them in automating onboarding tasks such as documentation process.
• Payroll Processing: Helps them in processing payroll by pulling data from timesheets and calculating salaries quickly.
• Attendance Tracking: Assists in tracking and maintaining the employee’s attendance record.

11. RPA Use Cases in Real Estate

RPA software bots can be deployed in the real estate sector to perform multiple operations such as lease contract processing, tenant’s communications, tax billing, and so on. Further, these bots can also help with:

• Portfolio Management: RPA can auto list the all the sold and rented properties by extracting info from the ERP systems and updating them on multiple websites.
• Rent Payment Reminders: RPA bots can verify the tenant payments details and send automated payment reminders for outstanding payments.
• Tenant Onboarding: With RPA, new tenants onboarding tasks like checking for criminal background, cross-checking incomes, etc.
• NAV Calculations: RPA can be used to calculate Net Asset Value of properties after collecting and analyzing market data.

12. RPA Examples in Real Life

There are various situations where RPA is used for simplifying and automating multiple processes in real-time such as:

• Call Center Operations: RPA can help in automating operations like managing customers complaints, process the product return requests, etc., to improve the customer experience.
• Order Processing: RPA can be used to automate procedures related to order processing including managing order details, processing bills, assigning shipment agent, track orders, etc.
• Invoice Processing: With RPA, you can process invoices easily by extracting the billing details, customers info, calculating taxes, etc., from various sources.
• Credit Card Applications: The bots can be trained to manage the entire credit card application verification process. It can automatically conduct background checks of applicants and provide approvals for credit card issuance.

Suggested Read: Open Source RPA Tools Examples

Robotic Process Automation Examples

Robotic process automation software, tools or platforms is helping organizations to streamline their workflow by automatically managing multiple tasks through RPA bots. Some of the common uses of RPA for any organizations include:

• Data Transfer: RPA can be leveraged to automatically transfer data from one location to another quickly by providing RPA info like login credentials, data’s source and destination.
• Payroll Processing: With it, you can easily process payroll by extracting data from timesheets, calculating taxes, tracking attendance, and so on.
• Onboarding Procedure: RPA bots can automate the employees’ onboarding procedure by automatically collecting required information from new hires, validating this information, and also creating their account.
• Website Scraping: The RPA bots can be configured to automatically scrap a particular section of data from the website and save it to a specific destination.
• Customer Complaints Management: You can train the RPA bots to automatically manage customers’ complaint tickets, assign them to the person concerned, or answer the customer’s queries.

Conclusion

Implementing Robotic Process Automation technology in managing day-to-day business operations can help organizations in saving time and human efforts. By training the RPA bots, businesses can efficiently manage their business’s front-end and back-hand operations.

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