introduction to robotic process automation (rpa) and rpa case study

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Robots are here to stay

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Page 1: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Robots are here to stay

Page 2: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Robotic Process Automation (RPA) Is The Use Of Software With Artificial Intelligence (AI) And Machine Learning Capabilities To Handle High-volume, Repeatable Tasks That Previously Required Humans To Perform. These Tasks

Can Include Queries, Calculations And Maintenance Of Records And Transactions.

Page 3: Introduction to Robotic Process Automation (rpa) and RPA Case Study

RPA is performed by software “robots”.

This is nothing but automating any large

scale repetitive tasks being performed by

humans.

Such robots can be used to do workflow

processes, business processes, infrastructure

processes, back office transactional

processes and many such functions which are

labor intensive and error prone.

Page 4: Introduction to Robotic Process Automation (rpa) and RPA Case Study

What are the benefits of RPA?

It helps improve 10x the productivity, reduces the cost

and increases the accuracy.

It helps to monitor the processes much better.

Humans can get tired by repeatedly doing the same

mundane tasks.

Software robots help in maintaining business continuity as

robots do not get tired. It increases the scalability as

well.

There is no human turnover which means there is no

requirement of training.

Page 5: Introduction to Robotic Process Automation (rpa) and RPA Case Study

INTELLIGENT AUTOMATION MAPPING

Page 6: Introduction to Robotic Process Automation (rpa) and RPA Case Study

The processes in which can be

replaced with software “robots”

?

Page 7: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Healthcare

Patient registration

Billing

Provider Details Validation

Page 8: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Software Services

Invoice Validation

Nominals Verification

Page 9: Introduction to Robotic Process Automation (rpa) and RPA Case Study

HR

New Employee joining formalities

Payroll process validations

Benefits management

Page 10: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Financial Services

Credit card enrolment

Any reconciliations

Disputes handling

Page 11: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Government

Change of address

License Renewal

Infrastructure Management

Issues processing

Account setup and communication

Page 12: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Changes in the enterprise or application software will require

changes to the RPA solutions as well.

Before rolling out the enterprise software changes, RPA

solutions need to be validated. RPA solutions’ co-existence

with cloud based solutions is a huge challenge.

Page 13: Introduction to Robotic Process Automation (rpa) and RPA Case Study

CASE STUDIES

Page 14: Introduction to Robotic Process Automation (rpa) and RPA Case Study

The customer was facing challenges in calculating the outstanding patient co-payment due to

Reconciliation of patient reports and bills from various clinical & non-clinical systems

Consolidate all payment related encounters viz., diagnostic tests, surgeries, procedures etc.

Page 15: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Improved patient payment settlement process

through process automation & transformation

Automated outstanding payment notifications

pushed to users via email and push notifications

on their user's handheld device

BENEFITS

Page 16: Introduction to Robotic Process Automation (rpa) and RPA Case Study

PROCESS AUTOMATION HIGHLIGHTS

The business process

automation steps include:

• Integrating with various legacy systems

• Verifying patient records

• Checking and verifying their eligibility, co-pays and deductibles - all in a matter of few seconds.

• Screen scraping and pulling outstanding payment data from various hospital systems

• Creation of interfaces to display the outstanding payment

Page 17: Introduction to Robotic Process Automation (rpa) and RPA Case Study

TECHNOLOGY

Automation Tools & Technology

Tn3270 for mainframes & VT100,VT220 or VT420 for UNIX, .NET 4.0,C#.NET, MS SQL Server 2008

Page 18: Introduction to Robotic Process Automation (rpa) and RPA Case Study
Page 19: Introduction to Robotic Process Automation (rpa) and RPA Case Study

Establish a project wide standard defect tracking & management process

Page 20: Introduction to Robotic Process Automation (rpa) and RPA Case Study

This custom workflows built within VersionOne helped in tracking

and publishing the defects, defect status and project health –

anytime, anywhere with all project stake holders

The defects are tracked for each test case story and the sprint

Effective, seamless Build & Release Management

Real time visibility into bug/defect discovery, progress/status100%

transparency about the project health enabled project teams and

customers to manage any foreseeable risks and arrive at mitigation

plan

BENEFITS

Page 21: Introduction to Robotic Process Automation (rpa) and RPA Case Study

PROCESS AUTOMATION HIGHLIGHTS

Test cases are added as stories against the active sprint

Sprint stories are marked as 'Ready To Test’ after code review

QA team starts test execution

If any defect found, the QA team logs it as a new defect/task with a new task ID (along with

proper steps to reproduce)

The new task ID is linked to the original test case story ID for traceability

If the new defect is fixed, then the story status is changed to 'Ready to Test' and then QA verifies

and marks it as 'QA Complete’.

Mail sent to all stakeholders about the status of the defect.

If the defect is still reproducible, additional comments are added by QA and the status is

from 'Ready To Test' to ‘Re-Open’.

If more “Priority 1” defects persist, then QA asks for a code rollback and request for new build

Page 22: Introduction to Robotic Process Automation (rpa) and RPA Case Study
Page 23: Introduction to Robotic Process Automation (rpa) and RPA Case Study

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