RPA use cases you need to know about

According to the latest Gartner forecast is that there will be an estimated increase of almost 20% in investment in automated process robotization (APR) projects with respect to 2020. Thanks to its multiple applications, this technology will continue to grow until at least 2024. In this article we will see, among other things, different use cases that demonstrate why RPA is one of the most demanded digital solutions.

Why is RPA on the rise?

Mainly, robotization is not just a trend, it is an essential element in business due to its functionalities due to its functionalities, since:

  • It can be executed in a non-invasive way (it does not alter systems or programs already installed and managed in the company).
  • It is a collaborative tool, as it works hand in hand with the user, helping them with their daily tasks. This gives the employee more time to devote to work that is of real use to the company.
  • It feeds into other digital areas such as Artificial Intelligence (AI), constantly optimizing itself to meet more and more needs.
  • It is an essential part of the business strategy. It is not just a simple utility tool to carry out digital transformation. It is part of a comprehensive process that seeks to make companies more competitive, positively impacting financial results.

What are some examples of use in the RPA application?

Companies are betting on RPA because it is both cost-effective and easy to use. We know that this technology brings with it a host of advantages (greater accuracy, no interruption of workflows, compliance with regulations, cost savings, improved employee and customer experience, …). But what are some examples of day-to-day use? Let’s see in which 4 situations this solution becomes a competitive advantage:

  1. Hiring. RPA helps in these tasks by streamlining processes. Collect resumes from various platforms, analyze valuable content and highlight useful information. This gives recruiters more time to evaluate. They do not focus so much on the selection, as this filter is generated automatically.
  2. Lead generation. In Marketing departments it is very helpful to have tools, such as CRMs, with integrated data loading functionalities. In this way, there is no need to enter contact data manually one by one. They import from lists, saving us a lot of time and providing a higher level of accuracy. As in the previous case, staff can focus on strategizing and analyzing new market niches.
  3. Commercial management. Sorting data on certain enterprise platforms is often a very tedious task. Many times information is duplicated, producing errors, frustrating the employee and impacting productivity. In this example, the RPA organizes, links and eliminates repeated content.
  4. Customer service. In this example, today’s customers expect quick responses that include the solution to their problem. Automated customer service systems can filter queries: first, it categorizes them and sends them to the correct department; then, it sorts them and assigns them to the right agent for quick resolution.

What use cases can we see for RPA in the industry?

In this section, we will see which RPA functionalities 5 industries benefit from. Here are some use cases in the real business world.

1. Use cases Healthcare Sector

Healthcare often benefits greatly from automated processes:

  • Payment processing: Hospitals can automate payment processing and reduce staff workload.
  • Complaint management: bots automate the management of complaints through predefined parameters to collect and analyze these issues.
  • Patient registration: details are completed and patient registration forms are prepared in a short time.

2. Financial Sector RPA Use Cases

Banks want to be increasingly efficient. By implementing this technology they achieve the following:

  • Credit checks: checks can be performed when granting credit to customers and identify whether or not they meet the loan requirements.
  • Data entry: bankers no longer have to manually fill in customer information. Now, with document scraping, bots can automatically fill in data on forms by extracting it from documents.
  • Review applications: Credit card application review processes can also be automated.
  • Customer onboarding: account opening and customer onboarding. It can also be automated reliably and efficiently.

3. Use cases Insurance Sector

The insurance industry has many complaints in claims turnaround time. This is how RPA helps:

  • Claims verification: claims are verified using predefined rules and discriminating those that are fraudulent.
  • Claims processing time: increases processing speed and maximizes customer experience.
  • Premium renewals: dates are scheduled and premium notices are sent without any human intervention.
  • Customer subscription.

4. Retail Sector RPA Use Cases

It is essential for this business to reduce its costs and increase efficiency:

  • Product categorization: bots can extract data to help companies categorize products and identify the level of product incidence in the market.
  • Product returns: verification in the purchase register is automated and the returns process becomes more agile.
  • Inventory management: the system is alerted when there are key situations, such as shortages or stock overflows.

5. Use cases Telecommunications Sector

Telecommunications companies automate processes such as:

  • Verification of accounts.
  • Report generation: operators must manually generate connectivity problem reports based on severity and send them to executives. RPA is one of the best for automating report generation.
  • Simple query forwarding: e-mails can be received from users, filtered and automatically forwarded to the persons in charge of such management according to certain parameters.
  • Number transfer: One of the best examples of robotic process automation in telecommunications is the transfer of customer numbers, a process that can be seamlessly automated.

The bottom line of all this is that RPA use cases can be applied to many environments and in many ways. In this way, we save time and money, increasing, in turn, job satisfaction.

It is important to take into account the objectives that an organization wants to achieve, analyze its sector and adapt the solution that best suits its needs. Having a specialist to guide you through the change process is key to getting the most out of technology.

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