How to Build a Business Case for RPA

How to Build a Business Case for RPA

Robotic Process Automation (RPA) is arguably one of the most transformative technologies in the business world. It can be used to streamline a business across the board, from network security to payroll and order fulfillment. For anyone who's been paying attention, the benefits are as clear as day.

You already know this, of course. That's why you're here. You don't need us to convince you about the value of RPA — you need to convince the decision-makers in your business.

Fortunately, that won't be difficult to do. As you'll soon see, the numbers speak for themselves. First thing's first, however, you're going to need a plan.

It All Starts With Your Roadmap

In order to properly conceptualize and explain the specific ways that RPA can benefit your business, it's imperative that you first know exactly how it will be used within your organization.

For instance, will you apply it to your reporting, eliminating hours of data entry? Will you use it to process invoices for your customers, enabling faster fulfillment times and eliminating potential invoicing errors? Or will you use RPA to streamline your onboarding process so that new employees can get to work that much faster?

The possibilities are, as they say, limitless.

You likely started exploring RPA with a specific problem or set of processes in mind. That's good. Zero in on that for now, and answer the following questions:

  • What specific challenge or problem am I looking to address with RPA? This is your starting point. Your mission statement.
  • Who will use the deployment? Will RPA be leveraged by multiple departments, or is it exclusively for one segment of the organization?
  • What is the projected timeframe of this deployment? You'll want concrete dates planned out for your proof of concept/pilot deployment and each phase thereafter.
  • How will this project be integrated? What software needs to be tied to the bots once they're deployed? Are there any potential implementation challenges?
  • What governance models will we use? Depending on your project's level of complexity, you'll want to chart out one or even several RPA governance models, each of which hits the following beats:
    • Clearly established roles and responsibilities, including leadership, support, administrative, etc.
    • An accountability framework to help ensure everyone stays on task.
    • An approvals process for proposing and deploying new RPA bots.
    • Security & compliance standards, processes, and protocols.
    • Best practices for managing and configuring software and (if relevant) hardware architecture.
    • Best practices for cost management.
    • A framework for the timely development and deployment of each bot.
    • A process for change management — RPA is a highly dynamic technology, and your needs are likely to shift or scale over time.
  • What tangible examples currently exist for my projected use case? You'll want to find as many concrete examples as possible. Not only will this allow you to make a stronger case for deployment — demonstrating that yes, this does work — it will also allow you to extrapolate your potential return on investment. To find these examples, you can look in a few places.
    • Case studies published by RPA service providers. The more similarities between your business and the client organization, the better.
    • Press releases detailing RPA deployments.
    • Statistics and research briefs released by analysts (ie. Gartner).
  • What is the total cost of ownership associated with this project? Structure the breakdown of costs so that it aligns with your proposed deployment schedule.
  • What is the end goal of this deployment? For example, increasing productivity by 10% or reducing order fulfillment times by 20%. Make sure you set realistic expectations here, lest your project loses the approval of the higher-ups.

Costs, Benefits, and Potential

Armed with the research you did in the previous step, it's time to crunch some numbers. First, you want to do a cost-benefit analysis of your project. You want to be as comprehensive as possible here, quantifying every single potential expense and gain.

You'll also want to calculate your return on investment. What, at the end of the day, does your business ultimately gain from this deployment? What tangible value will this project generate for the business?

Finally, take a brief moment to brainstorm what other areas of your organization might benefit from RPA. In a pinch, having this information on hand could help seal the deal and bring someone who's still on the fence over to your side. Don't just focus on broad departments, drill down to specific processes.

Your CBA and ROI are the two figures that really matter here.

The Pitch

Now that you've done your research and crunched some numbers, it's time to think about how you're going to make your case. Start with the challenge; your reason for proposing the deployment.

Focus on what the issue is costing your business — on what you lose if you leave the problem unaddressed. Again, concrete numbers are your friend here. You want to provide them with specifics.

How many hours of productivity do they lose? How much money is this problem costing them? How many more clients could they serve if they deployed RPA?

From there, you'll want to explain in layman's terms precisely how a well-executed RPA strategy can address this problem. Don't bother going into detail about the features or functions of RPA. Focus on the results.

With any luck, you'll have made a strong enough case to move forward with your deployment.

Closing Thoughts

So, in summary, to make your case in favor of RPA, you need:

  • A strong foundation. What specific outcomes do you desire from this project?
  • A comprehensive roadmap, which includes integration plans and target deployment dates.
  • Strong evidence in favor of RPA's beneficial impact in your industry.
  • A full analysis of how RPA can benefit your business, detailing which specific processes it might be applied to.
  • CBA and ROI data.
  • A well-articulated pitch script.

We won't lie and say it will be easy. But the end result is worth it. And if, after reading this piece, you still aren't sure where to start or where to go, Tangentia can help.

We have nearly two decades of experience in the automation space and have worked with multiple customers and systems worldwide. We're also partnered with multiple RPA vendors, meaning that no matter your use case or business model, we have the expertise and the connections you need.

Book a discovery call today, and we'll help you make your case.

UiPath vs. Automation Anywhere: Which is the Best RPA Solution for You?

Where Robotic Process Automation is concerned, UiPath and Automation Anywhere are arguably the two reigning titans. Each one has its own unique approach to the industry, and each one is suited for a specific type of use case — and as specific set of industries.
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Unattended Versus Attended Bots — Which Ones are Right For Your Business?

  • Unattended Versus Attended Bots — Which Ones are Right For Your Business?

More and more processes are becoming automated for businesses of all sizes. Affordable automated processes are now feasible for companies, regardless of industry or company mandate.

With the rise of business automation and lowered cost requirements of automating common business tasks, robotic process automation or RPA provides needed services that can overcome common business challenges and eliminate manual processes that are error-prone and time-intensive.

This article will cover everything bots, specifically RPA and unattended and attended bots, and how they can help your business.

What is RPA (Robotic Process Automation)?

RPA refers to software that automates common business tasks. You can purchase RPA with designated tasks to complete, or you can automate processes specific to your workflow and industry.

Tax software is a form of RPA. You can automate the sending of receipts, promissory notes, invoices, and more to clients and customers, while automatically filling in tax forms for your company accountant with the click of a button.

RPA processes can fulfill low-level tasks that employees can perform. If money is tight, or you want your employees to focus on specialized tasks and skillsets, you can use RPA to take over these simplistic tasks.

Unattended Bots Vs. Attended Bots: What’s the Difference?

Bots solve tasks, it’s that simple. Whether you use unattended or attended bots, automate the software and let it do the work. Bots can perform tasks for your business with or without constant guidance from an employee or multiple employees, depending on whether you choose to use unattended or attended bots.

You can also choose both if you want to mix and match how involved your employees are when automating tasks like sending order confirmation emails to clients or updating invoices based on electronic purchase orders.

Unattended bots require no human interaction. These bots are designed to tackle repetitive and frequent tasks at scale. For example, unattended bots are ideal for manual data entry, repetitive admin tasks, monitoring data streams, and other similar tasks.

Attended bots require human interaction. These bots handle simple tasks that make up larger, more complex processes. They often work in tandem with humans to automate complex workflows. Attended bots are not designed for scale. Instead, you should think of them as individualized personal assistants. For example, a customer service rep interacting with a client may use an attended bot to pull customer data during the call.

Which Bot Type is Right For Your Business?

If you want to retain a bit more control over your business bots, choose attended bots. If you have experience with bots and want to automate these processes even more than your normal amount, choose unattended bots.

You can choose both; you do not need to limit yourself to choosing one or the other.

Businesses without experience with bots should choose attended bots to start before moving onto unattended bots. You can use attended bots for some processes and unattended bots for other processes.

Companies experienced with technology, especially RPA or bots, can skip attended bots and go right to implementing unattended bots.

Adopting RPA in Your Business

RPA adoption can be a significant part of the project management process. As you are planning projects and processes, consider which tasks can be automated to save time and increase project efficiency. Fulfilling projects under budget and ahead of schedule is a much more realistic process when bots and RPA can automate many lower-level tasks that require minimal knowledge and skillsets.

Repetitive, low-level tasks are prone to human error. Such tasks take valuable time and money away from more important tasks. These tasks no longer need to be done by human employees but can be performed by automation software in fractions of a second.

Adopting RPA can save you time, money, and efficiency, as well as raise employee morale.

If you are hesitant to add bots, consider the fact that you already have. If you use GPS for delivery runs, you are automating route mapping from a manual process to an electronic version. If you use Microsoft Word, you are automating the creation of a business document instead of writing it out by hand.

Specific bot software and automation are no different than a manual process an employee uses to finish a task faster and under budget.

Key Differences Between Unattended and Attended Bots

While both types of bots can help your business, key differences exist between unattended and attended bots.

Consider attended bots like an extension of your employees. Employees can make decisions and choose actions for these bots to perform. Bots need to be assigned tasks to complete. They cannot undertake actions independently.

Unattended bots are like employees themselves. You direct these bots to fulfill tasks and provide them the autonomy to perform actions within a predetermined framework. Unattended bots can therefore seem to act independently, even though they are not. Such bots can finish employee tasks much quicker than manual processes and require minimal interaction from human operators.

Although these key differences between unattended and attended bots are clear, different definitions may exist depending on the industry jargon you use and the specific software you purchase. However, in simplistic terms, unattended bots are “unattended,” and attended bots are “attended.”

Ready to Transform Your Business With RPA? Tangentia Can Help

Tangentia has almost two decades of experience providing automated solutions, like unattended and attended RPA, for customers worldwide.

Whether you need business solutions like AI, EDI, RPA, or B2B integrations, we can help. Book a discovery call today to see what RPA can do for your business.

Choosing Between Attended and Unattended Bots For Your Business. Learn more about attended and unattended bots in regards to which your business should leverage in our eBook.

Choosing Between Attended and Unattended Bots For Your Business

Learn more about attended and unattended bots in regards to which your business should leverage in our eBook.
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Everything Dealers Need to Know about FASTag

  • Everything Dealers Need to Know about FASTag

Technology is evolving quickly in India and you need to know how to keep up. One of the upcoming changes is how drivers make toll payments when they are on the road. Up until the end of December 2020, drivers will still be able to pay the traditional way – using cash or credit. However, once January 1, 2021 arrives, they will be required to have FASTag.

What Is FASTag?

FASTag is an electronic toll collection system that is operated by the NHAI. It is a technology that is based on Radio Frequency Identification (RFID), which allows drivers to make toll payments without the need for cash or even credit or debit. They don’t even need to stop their car to pay their toll. The FASTag is adhered to the windscreen of their car and scanned whenever the car passes through a toll plaza. The toll is automatically deducted from the driver’s prepaid FASTag account.

Why FASTag?

The use of FASTag has significant benefits for drivers, as well as the highways systems of India. Drivers can move through toll plazas without the inconvenience of stopping or waiting in a lineup of vehicles. This can significantly cut down on their driving time. The FASTag system will keep traffic moving smoothly, preventing congestion at toll plazas. Best of all, the Indian government is offering 2.5 per cent cashback on toll payments made using FASTag.

How to buy a Fastag?

Drivers can get a FASTag from anyone of 23 certified banks, at National Highway toll plazas and through online retail platforms such as Amazon, Snapdeal, and Paytm. Once they have their FASTag, they can link it directly to their credit card, bank account, or wallet. Drivers can top up their prepaid account at any time and every time they go through a toll plaza, they will receive an SMS text message alerting them to the toll payment.

How TiA Industry Accelerator (IA) can help your customers with FASTag?

How does FASTag affect buying a new vehicle? Before that vehicle can be put on the road, a FASTag must be acquired and the account set up. This is yet another item in the long list of things a new car owner must deal with before they can drive off the lot.

The TiA Industry Accelerator is part of the Tangentia Intelligent Automation (TiA) Platform. The TiA IA is built to serve the needs of various industries, offering deployment-ready software solutions built to accelerate business processes. It is built with the automotive retail sector in mind and provides you with digital worker capabilities that allow you to:

  • Streamline the collection of vehicle owner data from multiple outlets
  • Automate all aspects of purchasing a vehicle from one convenient platform
  • Enhance your customer service and increase satisfaction
  • Automate mundane tasks for automotive dealerships so you can focus on core competencies
  • Ensure regulatory and legal compliance in the automotive industry

The capabilities of TiA Industry Accelerator (IA) can be extended, modified or customized, depending on your needs, making it the ideal solution for all your process automation, including the purchase and setup of FASTag.

At Tangentia, we are ready to partner with you to offer smooth and speedy FASTag compliance for the vehicles sold under your dealership as mandated by the Union Ministry of Road Transport and Highways (MoRTH), India. This is a must since, as of April 1, 2021, new third-party vehicle insurance will be issued only if the vehicle has a valid FASTag.

So, let TiA IA help you help your customers purchase the vehicle they want without all the hassle that comes with a vehicle purchase. When you can do this, you will provide your customers with a superior buying experience, enabling them to hit the road immediately.

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Tangentia is a Platinum Partner of IBM and well as partners with Automation Anywhere, UI Path, Blue Prism, Adobe, Microsoft, Salesforce, Amazon and leading enterprise software vendors. We work with customers globally with offices in Canada and India to implement their RPA strategies using an agile methodology.
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Embrace the Fractional Digital Worker (or Bot-as-a-Service) and Empower Your Organization

  • Embrace the Fractional Digital Worker (or Bot-as-a-Service) and Empower Your Organization

The use of automation in the workplace is a trend that has been gaining traction over the past few years. One of the most recent innovations has been the use of bots to perform simple, repetitive tasks that typically take up too much human time that could be better spent on high-value tasks.

Robotic process automation (RPA) advanced automation from individual tasks to entire processes. Then the digital worker came along and once again advanced the use of bots in automation, making it possible to provide full automation of entire back-office job roles for complete end-to-end automation.

However, with the need for easy scalability, automation has once again advanced. With the growing popularity of Bot-as-a-Service, it is important to understand what this means for your organization.

The Need for Scalability

Scalability is an important consideration when it comes to the automation of your workforce. According to a Deloitte Global RPA Survey, a mere 3% of organizations have been able to successfully scale their digital workforce. Yet, in today’s chaotic global climate the need to scale is crucial for survival.

This is the motivation behind Tangentia’s development of their TIA Digital Worker, a cloud-based automation system that let’s you choose how much bot service you need and when you need it.

The Power of the TIA Digital Worker

The TIA Digital Worker is software that takes advantage of everything AI, RPA and machine learning (ML) have to offer. When you embrace the cloud-based TIA Digital Worker, you will be able to take full advantage of the service without the hassle of on-premise hardware and the difficulty that comes with scaling to meet your needs.

Tangentia makes it possible for you to purchase full-time bot usage or to purchase bot usage for just a few hours a day. Scale those bot hours up or down as needed to maximize automation without overpaying. Bot usage is charged on a monthly basis, and there are peak hours (10 am to 5 pm) and non-peak hours that allow you to manage your use of the bots for maximum benefit at minimum cost.

Best of all, the benefits of TIA Digital Worker go beyond the power to scale. Efficiency skyrockets as employees are freed up to focus on tasks that have more value for the organization. This includes more time spent on innovation and increased customer interaction and satisfaction. Additional benefits include:

  • Cross-departmental functionality
  • Full automation of an entire job role, individual processes within a role or specific tasks within a process
  • Full customization to suit the unique needs of your organization
  • Ability to set the parameters for complete control over your digital workforce
  • Enhanced, easy communication and collaboration with your digital workforce

The use of the TIA Digital Worker also puts you in the right position to take full advantage of hyperautomation, which takes this end-to-end automation and adds a level of intelligence to it that is capable of capturing and analyzing data in real time to support decision-making within the organization.

With a constantly changing global business environment and increasing demands on organizations to meet customer needs, increase productivity and cut costs, the time to adopt automation is now.

RPA and Bots Helping Organizations Maintain Operations and Protect Employees

  • RPA & Bots Helping Organizations Maintain Operations & Protect Employees

With the COVID-19 coronavirus pandemic that is spreading rapidly throughout an increasing number of countries, the impact to the economy is already being felt. The stock markets are in turmoil and the OECD reports that the global economy is at risk of dropping 2.4% in 2020. Yet, we are also seeing an unprecedented response from governments, companies and other organizations around the world.

As companies strive to protect employees, technology is playing an increasingly important role in the workplace. In particular, we are seeing the benefits of Robotic Process Automation (RPA) and bots in helping to protect employees and the general public in innovative ways.

The Role of RPA in Protecting Company Employees

Employee health is a major concern for companies during the COVID-19 pandemic. With weeks, possibly even months, of disruptions to normal work routines and many employees now working from home, many governments are requiring companies to track the health of their employees.

This requires taking each employee’s temperature, checking their travel history and having them fill out a short health survey each morning when they arrive at work.

This is a lot of data to go through on a daily basis, particularly for medium- and large-sized companies. To take current employees away from their regular work or hire new employees to go through this data is a massive drain on resources.

Fortunately, RPA is invaluable when it comes to the collection, organization and analysis of this data. The way RPA works is simple and can benefit localized companies and companies that have offices and teams spread around the globe.

RPA can automate the delivery and collection of the daily health questionnaire for each employee, track which employees have filled out the survey, send reminders to those who haven’t and analyze this information along with the daily temperature readings for each employee.

RPA can quickly and easily collect and analyze the data and organize it into daily reports that are delivered to all levels of management. This saves companies a lot of human hours that would be wasted on the tedious nature of sifting through employee health data and eliminate potential human error during data analysis.

The Role of RPA and Bots in Healthcare

With COVID-19 putting an increasing amount of stress on an already stressed healthcare system, human resources are going to be stretched thinner than ever. Fortunately, there is plenty of room for the automation of routine tasks in healthcare, which can help take the burden off staff during the COVID-19 outbreak and beyond.
Here are some important tasks that can be fully automated to ensure healthcare staff can focus on what really matters – the patients:

  • Electronic bots will make it possible to streamline online scheduling by taking all the relevant information, compiling it into a report and forwarding it to the person responsible for making the appointment.
  • RPA will improve the care cycle of all patients by organizing and analyzing all the relevant patient data to increase the chances of an accurate diagnosis. In all situations, including a COVID-19 scenario, this gives doctors more time to provide human care to their patients.
  • RPA can streamline healthcare workflows, which means better management and coordination of individual cases and the overall care provided to patients. It also means an improved ability to provide remote monitoring of a patient, something that is of critical importance with so many COVID-19 patients in self-quarantine.
  • RPA makes claims management easier for the healthcare provider by making is easier to input, process and evaluate the data and deal with any appeals that are made.

All of this automation reduces the occurrence of human error, while providing a personalized user experience for patients and increasing employee satisfaction in the workplace.

The Reality

The COVID-19 situation is changing daily and the long-term effects on how we live and work are uncertain in these early days. However, technology has been developed to the point at which it can provide tools to front line workers that will vastly improve our response to this novel infectious disease. This will ultimately help keep employees, as well as customers and the general public, safe in a variety of workplace settings.

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Tangentia is a Platinum Partner of IBM and well as partners with Automation Anywhere, UI Path, Blue Prism, Adobe, Microsoft, Salesforce, Amazon and leading enterprise software vendors. We work with customers globally with offices in Canada and India to implement their RPA strategies using an agile methodology.
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