What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive, redundant and mundane tasks in order to free up employees to perform higher value work. RPA is a rapidly growing form of business process automation (BPM) technology based on the notion of software robots or artificial intelligence (AI) workers. These workers can also be referred to as digital labor. These tools automate interactions with the GUI, and often do so by repeating a set of demonstration actions performed by a user.

How RPA Works?

RPA bots replicate the actions of humans interacting with user interfaces, without making changes to existing interfaces or making manual errors. This significantly increases the efficiency of the system to perform high volume work with zero margin for errors.

Software Robots are similar to physical robots
Physical Robots Software Robots
Perform repetitive physical tasks
Example:► Pick eight chocolates from the assembly line
► Assemble a finished box of chocolates
Perform repetitive software tasks
Example:► Log in to four different systems
Navigate legacy screens to retrieve data
► Use data to open a new account in the system of record
Benefits of RPA

Benefits of RPA

Accelerate Time to Value

Create, test and deliver new automation in days or weeks

Reduce Human Error

Eliminate copy/paste mistakes introduced by swivel chair integration

Increase Throughput

Fulfill automated tasks in seconds or minutes, round the clock

Decrease Development Costs

Develop automation quickly with simple record/playback functions

About UiPath

UiPath is a global leader in Robotic Process Automation (RPA) platform that powers businesses with agile robotic workforce by providing a state-of-the-art platform for software robots orchestration. Featured as a leader in consecutive Forrester Wave™ Robotic Process Automation reports, UiPath has helped companies across industries and scale implement front office and back office automation improving their business efficiencies on an unprecedented scale.

Why choose UiPath for Robotic Process Automation
  • Open Platform: Easy to try, easy to learn, easy to collaborate. UiPath is extensible, featuring hundreds of built-in, customizable, shareable activities, and deep integrations with ERP, BPM and AI technologies.
  • Scalability: Any variety and any number of processes covering all front-office and back-office requirements and opportunities, however complex they may be.
  • Security: Unmatched enterprise-grade security and auditing. Role-based access control with encryption everywhere, from network security to managing credentials. Simple audit trails to track every detail.
  • Rapid Results: Tested and proven to deliver +40% faster automation design and deployment. 8-10x faster Citrix automation. Worldwide implementation support and certified training enables you to become self-sufficient fast.
  • Path to AI: RPA is enhanced by AI extending the possibilities. Cognitive RPA (CRPA) trains your bots via machine learning to make better decisions on the tough cases with fewer exceptions raised.
  • REframework is a template that helps the user design processes that offer a way to store, read, and easily modify project configuration data and allows to build, test and run attended and unattended business processes, irrespective of process data types and process linearity.Some of the features of REframework are:
    • It is composed of workflows that record hierarchical and execution data in a consistent way, termed Workblocks
    • Uses State Machine layout
    • Offers top level exception handling and application recovery
    • Offers a mechanism to abort process execution in certain cases where continuing is destructive
    • Keeps external settings in DataConfig.xlsx file and Orchestrator assets
    • Pulls credentials from Credential Manager and Orchestrator assets
    • Takes screenshots in case of application exceptions
    • Provides extra utility workflows
    • Implements services to solve specific tasks independently
The Tangentia and UiPath Partnership

Tangentia understands RPA products and business very well and is now a Gold Partner of UiPath. In addition to Tangentia’s deep RPA talent pool, Tangentia has developed its own advanced RPA bots leveraging the UiPath platform. These bots significantly reduced the time needed to perform repetitive, mundane and tedious tasks within a financial services company. When people are able to do higher value work, more gets done and job satisfaction increases.

How can our partnership help your business

UiPath’s has partnered with competent partners like Tangentia to take it’s RPA platform to organizations looking to implement automation in their business systems and processes. Tangentia offers the following services using UiPath:

  • Helping you with build Center of Excellence (COE)
  • Rent, lease or buy bots
  • Software resell and professional services
  • Bot maintenance, monitoring, support, and enhancement straight from our Bot Operations Center
  • Training on how to leverage RPA for your industry
  • Staffing solution to augment your RPA project teams
Industrial Use Cases


  • Claims Processing and Administration
  • Report Automation
  • Updating User Info
  • Prioritize and Assign Claims
  • Adjudication Process
  • Audit Management
  • Enrolment & Eligibility
  • Data Integration Billing
  • Medicare Billing & Compliance
  • Data Transfer claims
  • Processing Eligibility
  • Verification Mass Data
  • P&C Claims
  • Provider Updates
  • Insurance Coverage & Policies
  • Reconciliation
  • New Premium Processes

F & A

  • Financial Claim processing
  • Financial Planning & Analysis
  • Record to Report
  • Tax Services
  • Financial Claim processing
  • Financial Planning & Analysis
  • Tax Service


  • Verification / Auditing Process
  • Bank Reconciliation
  • Compliance Processing
  • Customer Account Management
  • New Application Processing – Bank / Credit Cards
  • Data Migration Between apps
  • Audit Trail
  • Statement and Reporting
  • Loan Processing
  • Payment Cancellation
  • Credit Decision

Supply Chain

  • Order Prioritization
  • Master data
  • Invoice verification
  • Receipt confirmation
  • Scheduling processes
  • Reporting
  • Production Information capture
  • Inbound processing
  • Inventory management processes
  • Pricing management
  • Billing
  • Freight costing

HR / Payroll

  • Maintaining Master Data
  • Offer Letter Processing
  • Onboarding and Exit
  • Appraisal-updating process / Change Payroll Status
  • Position Management
  • Reporting Line Change
  • Superannuation
  • Payment Summaries
  • Employment Type Updates
  • Service Desk Reports
  • Distribution
  • Leave Amendments

Network & IT

  • Active Directory
  • File Systems
  • FTP Management
  • Automated Installations
  • Server / Application Monitoring and Alert Management
  • Service Desk Management
  • Notification & Escalation
  • VMware Integration
  • Data Movement
  • Provisioning
  • Config Management
  • Routine Maintenance

F & A

  • Order to Cash / AR
  • Credit Analysis and Processing
  • Sales Order Processing
  • Customer Master Data Management
  • Order Entry
  • Reports by segments (performance, geography, Inventory network Integration)
  • Procure to Pay /AP
  • 3 Way Match
  • Purchase Order issuance and Invoice Receipt
  • Vendor Master
  • Payment Process
  • Duplicate Payment Tracking

F & A

  • Record to Report
  • Monthly close process
  • Financial Consolidations
  • Financial Statements
  • General Ledger functions
  • Journal entry processing
  • Inter-company accounting and account reconciliations
  • Fixed assets and project
  • Cost and Inventory accounting
How we select the best candidate for RPA
High Volume Repetitive Tasks Manual Data Entry
Multiple Legacy Systems Logic & Rules Based Processes High FTE Required
Our Robotic Process Automation (RPA) Journey

Tangentia RPA PoC Journey

Prepare & Engage

Key Activities

  • Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC.
  • Engage process owners via discovery workshop to confirm scope of PoC  (assuming prior engagement to this point)
  • Prepare base infrastructure to host the RPA application.
  • Install the RPA tool in single environment.
  • Set up system access and credentials


  • RPA tool installed in your environment
  • Document containing the list of RPA processes for PoC

Select, Analyze & Build

Key Activities

  • Select and confirm 1 process for PoC.
  • Conduct workshop for documenting current state process via existing documentation and job shadowing.
  • Meet with process owners or stakeholders to explain what will be done in the PoC
  • Confirm the objectives of the PoC and “success” criteria
  • Build PoC


  • Selected process/ Processes
  • Confirmed objectives and success criteria
  • Process definition document

Build & Test

Key Activities

  • Continue Building PoC
  • Test PoC with test data
  • Record a “before and after” to communicate the concept to larger audience.


  • Working proof of concept

Demo, Document & Plan

Key Activities

  • Demo the PoC to stakeholders
  • Document key learnings, point of view on key questions and next steps
  • Document Requirements to move RPA bots into other environment


  • Workshop demo of PoC
  • Walkthrough of how RPA solution has worked and interacted with other applications
  • Document of key learnings
Tangentia RPA PoC to Pilot Journey

Planning & Setup

Key Activities

  • Preparing the test environment
  • Preparing the production environment
  • Migrate the PoC to test environment and testing
  • Identifying 5 additional processes to be automated for Pilot phase and define priority of each.


  • Test environment ready
  • Production environment ready
  • Additional processes PDD
  • Test cases results of

4 Weekly Sprints

Key Activities

  • Adopting Agile Methodology to deliver each process in weekly.
  • Gather Requirement of each process weekly.
  • Build Bots in Dev.
  • Migrating Bots from Dev to Test.


  • Weekly Bots for each process.
  • Bots on Dev and Test environment.

Test & UAT

Key Activities

  • Document Test Cases
  • Define the Cut-off time and as-is processes defined for Pilot


  • Test Case document
  • User Acceptance and Signoff
  • Cut of dates defined

Go Live

Key Activities

  • Migrate the bots to production.
  • Monitor Bots for performance and effectiveness.
  • Troubleshooting and maintenance.


  • Bots on Production environment

Post Go Live

Key Activities

  • Training of Bot Administrator
  • Post Go Live Support such as maintenance and operations
  • Lessons Learned documentation
  • Discuss CoE and Enterprise Scale-up


  • Training Manual
  • Support of Bots
  • Lessons Learnt document
Tangentia RPA Pilot to CoE to Enterprise Scale-up

CoE Planning and Setup

Key Activities

  • Identify the processes to be automated
  • Assist in building Internal Automation Team


  • Identified Processes and their PDD
  • Identify the key Automation Stakeholders

CoE Initial build

Key Activities

  • Assist in building your Center of Excellence (CoE)
  • Assist in training and hiring for your CoE such as Business Analyst, developer and administrators.
  • Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments.
  • Embedding best practices to CoE


  • Developed Bots for each process.
  • Center of Excellence (CoE) model
  • Defined designations and responsibilities
  • Bots test cases and reports

CoE Growth & Enterprise Scale-up

Key Activities

  • Incorporate process maturity model (PMM)
  • Assist in ROI and complexity calculator
  • Gather requirements for each bots
  • Build  and Test Bots using Agile methodology.
  • Migrate Bots developed in this journey from Devà Testà Prod

We at Tangentia believe in a healthy balance of work and fun. Listen to The Office Robot Song by Mark Latimer , process automation executive and front man of our official band

About Tangentia

Tangentia is a global boutique IT consulting firm specializing in Automation, AI, EDI, Digital and Enterprise Security. We are proudly Canadian with headquarters in Toronto and have offices in US (NY) and India (Goa). Our associates and ecosystem partners operate in 30+ countries adopting a “Think Global, act Local “approach.


15+ years executing projects across Canada, USA, India and other countries


1000+ customers & proven success stories


11 Fortune 500 customers, over 10 Billion USD in SaaS transactions


IP based Products, SaaS Platforms and Managed Service Solutions


Partnering is a core value and fundamental part of our corporate strategy

Our Global Practices

We have global practice running across the globe situated in Toronto, New York and Goa.

  • 25+ specialists
  • Vertical Focus
  • Bot Building
  • Roadmap definition
  • Off-site & On-Site Training
  • Best Practice Webinars
  • Competitions
  • Collaborations
  • Center of Excellence (COE)

Awards & Recognition

Most profitable 500 companies in Canada 6th time in a row.

The fastest-growing companies in America 2018.

Tangentia Ranked in the Branham300 Listing.