Creating solutions to help automate key tasks

Updating info

• Address cleanup
• New data intake
• Demographic changes

Migrating data

• Data conversions
• Benefits from UI formatting and audit logs

Urgent tasks

• Need triggers
• Example: Closing accounts/lockdown after data breach

Monitoring
Works 24/7/365. Can easily send:

• Email
• IM messages
• Slack notifications

To identify opportunities to incorporate RPA into your business, consider asking yourself the following questions:

Is it possible? Can the task be performed by a human sitting at a PC?

Is it high volume? Is there sufficient repetition for cost savings through automation?

Does it need to be timely? Does the task need to be completed quickly with limited staff?

Is the data sensitive? Is the process prone to error or open to misuse of data? Emails to the wrong recipient?

Is development costly? Is it a vendor owned system?

Is development hard? Do you lack an API or an easy way to change the system?

Identification and results
Identifying opportunities for automation and implementing a process to measure results.  Providing integrated reporting/statistics on bot usage and health.

Ensure stability
Maintain corporate disaster recovery plans and monitoring of underlying system performance.

Guardrails and security
Defining architectural guardrails for development.  Ensuring security compliance.  Also can include the management of a standard repository of bot tasks.

Optimizing usage
Optimize the distribution of bots between tasks as well as ongoing capacity planning to handle future workloads.