Robotic Process Automation | UiPath

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

Insurance

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

Banking

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

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

Deliverables

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

Deliverables

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.

Deliverables

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

Deliverables

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.

Deliverables

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.

Deliverables

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

Deliverables

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.

Deliverables

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

Deliverables

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

Deliverables

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

Deliverables

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.