RPA use cases across different business functions
Streamline, Automate, Innovate: Unleashing the power of RPA in everyday operations.
Data management
RPA can automate many aspects of data management, bringing efficiency, accuracy, and scalability to the following processes.
Business use cases:
- Data migration and conversion.
- Processing unstructured documents.
- Data analysis and reporting.
- Data entry and validation.

Data extraction
Screen scraping, OCR, and basic pattern recognition technologies enable data extraction from almost any format.
Business use cases:
- Data extraction from PDFs.
- Data extraction from scanned documents.
- Data extraction from any other formats.

Automated data backup and recovery
RPA can monitor and schedule regular data backups, ensuring easy data recovery in case of incidents and enhancing data security.
Business use cases:
- Backup scheduling.
- Data compression and encryption.
- Monitoring and alerts.

Document processing
RPA bots equipped with speech-to-text features can automate the generation of meeting minutes and summaries.
Business use cases:
- Extract data from any document—digital, paper, PDFs, or handwritten.
- Enter data into forms and capture systems, accurately and tirelessly.
- Digitize and archive mountains of backlogged paper all by themselves.

Excel data analysis
Analyze data from Excel reports, providing pre-defined outputs.

MS Word OCR image recognition
A bot for text recognition in images using OCR technology.
Business use cases:
- Extract text from images and PDFs.
- Integrate extracted data with databases, file servers and document management systems.
- Send extracted information in various formats to specified destinations.

MS Word conversion to PDF
Batch conversion of multiple files to PDF, streamlining document management.
Business use cases:
- Document retrieval.
- Conversion of Word documents to PDF format for various purposes such as archiving, sharing, or standardization.

Excel to web transfer
Transfer data from a spreadsheet to a web application, integrating offline and online data.
Business use cases:
- Data extraction from Excel.
- Logging into the web application.
- Input data from Excel to web application.

Software configuration
RPA can automate software installation and initial configuration to save precious employee time and prevent costly disruptions.
Business use cases:
- Installation and configuration of software applications.
- Patch management.
- Testing and quality assurance.

Automated software testing
Another great RPA use case in tech is automated testing. Manual user testing can be complicated and takes time.
Business use cases:

IT maintenance and monitoring
Routine, automated monitoring of IT systems reduces the risk of downtime that could hurt business operations.
Business use cases:
- System monitoring.
- Alert management.
- Performance reporting.

Password resetting
Routine password resets are a necessary but mundane security measure.
Business use cases:

Incident management
Traditional incident management processes often involve manual tasks, which can be time-consuming, error-prone, and resource-intensive. Integrating RPA into incident management can streamline workflows, reduce response times, and improve overall efficiency.
Business use cases:

Generating mass emails
RPA can generate personalized emails, newsletters, and other forms of marketing outreach which can lead to more successful campaigns.
Business use cases:

Lead nurturing
Leads arrive through a myriad of channels such as LinkedIn, lead collection forms, and vendors. RPA bots can extract them and put them in a single location.
Business use cases:

Lending automation
Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.
Business use cases:

Claims processing
Claims processing is at the heart of every insurance company. Since customers make claims at times of misfortune, a fast and efficient customer experience is crucial.
Business use cases:

Credit card and mortgage processing
RPA speeds up the credit card dispatching process by automated background checks and validation based on given rules and procedures. As with mortgage processing, banks have to perform several scrutiny checks such as employment and credit history, etc.
Business use cases:

Accounts payable and receivable
Accounts payable (AP) and accounts receivable (AR) are vital functions in finance departments, implementing RPA here can significantly enhance efficiency, accuracy, and productivity.
Business use cases:

Applications verification
Streamline and optimize the process of verifying information provided by applicants using RPA.
Business use cases:

Employee sourcing
Automating employee sourcing with RPA involves leveraging automation technologies to streamline and optimize the recruitment process, from sourcing candidates to initial screening.
Business use cases:

Payroll automation
RPA can perform automation for payroll related transactions from end-to-end to avoid inaccuracies and delays.
Business use cases:

Absence management
Manual absence management is difficult and hence RPA can be used to automate this.
Business use cases:

Invoice processing
With RPA, businesses can automate invoice processing for faster and more accurate processes.
Business use cases:

Expense management automation
RPA tools can be used to automate expense management. This eliminates the need for employees to hold and submit paper receipts.
Business use cases:
- Expense approval workflow.

Financial reporting
Automated financial reporting with Robotic Process Automation (RPA) can revolutionize the way organizations produce, distribute, and analyze financial reports.
Business use cases:

Supply chain management
Supply chain management involves various processes that can benefit from automation to streamline operations, optimize inventory levels, reduce costs, and improve efficiency.
Business use cases:
- Automated demand forecasting.

Vendor and supplier management
To improve the overall coordination of the supply chain, manufacturers can leverage RPA to automate processes related to vendor and supplier management.
Business use cases:

Inventory management
RPA bots can facilitate inventory controls by alerting you when the stock level is lower than demand.
Business use cases:
- Regularly retrieve inventory data from various sources.
- Analyze inventory data to determine when to reorder products or replenish stock.

Production planning and scheduling
To ensure efficiency and prevent production bottlenecks, manufacturers can use RPA for production schedule optimization based on demand forecasts, resource availability, and machine efficiency.
Business use cases:

Sourcing and purchasing
Intelligent automations enhance sourcing performance by improving cost efficiency, time savings, accuracy, compliance, supplier relationship management, data analytics, process standardization, and employee productivity.
Business use cases:
- Raw material pricing updates and monitoring.
- Vendor onboarding, updates, and performance monitoring.
- Automated legal and compliance checks.

Bill of Material (BOM) processing
RPA can automate Bill of Material processing with OCR, and data extraction technologies based on deep learning.
Business use cases:

Purchase order creation
Creating POs involving multiple vendors and product categories can be daunting. Instead of doing it manually, you can hand over the entire process to RPA to generate POs faster and error-free.
Business use cases:
- Purchase order tracking and reporting.
- Error handling and exception management.

Proof of delivery (POD)
PODs are important for three-way matching and manufacturing planning. The document is highly labor-intensive and contains a high risk for human errors.
Business use cases:

Order management
Automate order management processes to enhance efficiency and productivity.
Business use cases:
- Bots can upload orders to the ERP system.
- Update customers on product availability, and generate proof of delivery documents once the order is delivered.

Automated returns
Automating returns can improve customer satisfaction and reduce manual labor.
Business use cases:
RPA bots can be used to automate the steps of the return process, which include:

Product categorization
Automating product categorization with RPA can significantly improve efficiency and accuracy in various industries such as e-commerce, retail, and supply chain management.
Business use cases:
- Automated product categorization based on specific criteria.
- Analyze product images and identify visual features that indicate the category or type of product.

Customer onboarding automation
Customer onboarding is a critical process for any business, and automating it can bring significant efficiency gains and improved customer experiences.
Business use cases:

Client management
Automation accelerates the lifecycle journey, reduces customer onboarding times, and lowers operational spend for lifecycle management by 15-20%.
Business use cases:
- Account servicing.
- Account closure.

Customer service automation
RPA can be used to automate many tasks in customer service or support desks.
Business use cases:

Administration and reporting
Robotic Process Automation (RPA) can be highly beneficial in administration and reporting tasks across various industries.
Business use cases:
- RPA can streamline administrative workflows by automating routine tasks.
- Automate document classification, indexing, filing, retrieval, and archiving.

Storing personal information
Automating the storage of personal information of customers or employees with RPA involves employing automation technologies to efficiently and securely manage sensitive data.
Business use cases:

Periodic report preparation and dissemination
RPA can be used to automate periodic reporting.
Business use cases:
- Analyze content of reports.
- Email them to relevant stakeholders based on the contents.

Future outcomes prediction from historical data
Minimize customer churn by predicting future outcomes using RPA bots.
Business use cases:

Twitter monitoring for customer complaints
Use RPA to read reviews, detect sentiment, and extract actionable info on Twitter.
Business use cases:
- Bots can analyze the replies and provide sentiment analysis and a recommended reply.

Meeting minutes and documentation
RPA bots equipped with speech-to-text features can automate the generation of meeting minutes and summaries.
Business use cases:

Appointment scheduling
RPA can optimize patient appointment scheduling based on physician availability, insurance information, location, and other factors.
Business use cases:
- Appointment confirmation.
- Rescheduling and cancellations.
- Availability checking.

Miscellaneous
RPA can help in automating various business processes under sales and marketing.
Business use cases:
