In the initial version of this article, RPA emerged as a disruptive force in various industries, a trend that continues to shape businesses today. Firmly establishing itself over the years, Robotic Process Automation is recognized as a versatile tool capable of replacing numerous manual processes.

Today, RPA is a behemoth technology, with the global RPA market valued at $5.7 billion and projected to reach over $13 billion by 2030. Whether in healthcare or retail, you’ll almost certainly find its application in your business.

Need some ideas on how it could help you optimize profits and outcomes? We’re here with a hot-off-the-press compilation of one hundred RPA use cases to optimize operations in your sector.

What is RPA exactly?

Robotic Process Automation is a modern technological solution that comes to the rescue for automating many routine processes.

For example, bank employees often, throughout the day, copy information from one system to another and transfer customer data to conclude an agreement with him or draw up an application for a loan. An employee can perform hundreds of such operations per day, requiring no talent other than attentiveness.

RPA robotization is needed precisely to shift all these routine processes from humans to robots.

RPA Use Cases — Introduction

As a quick reminder, Robotic Process Automation, or RPA, is an automation technology that relies on deploying pre-programmed “bots” to execute specific tasks. 

These bots excel at repetitive, rule-based, and time-consuming workflows. However, when paired with AI technologies (increasingly common), RPA can also perform more complex tasks requiring cognitive abilities.

RPA systems are capable of performing a large number of actions, including:

  • Opening and interacting with business apps,
  • Extracting, copying, and pasting data,
  • Navigating websites, pushing data into web forms, clicking buttons,
  • Recognizing and understanding the text,
  • Retrieving data from different sources and compiling it into a single location and vice versa,
  • Comparing and verifying information,
  • Communicating via email, notifications, and chatbots.

For example, bank employees must copy information from one system to another and transfer customer data to conclude an agreement or draw up a loan application. These mundane tasks often consume several hours daily, drawing trained banking professionals from more demanding and satisfying work. Not to mention, it’s challenging to stay focused for a prolonged time and avoid simple human errors.

Here’s where RPA steps in. This automation method aims to take over manual, tedious tasks such as data operations, increasing productivity, reducing errors, and improving employee satisfaction and customer outcomes. How does this look in practice? Let’s investigate!

100 RPA Use Cases from Major Industries

With that, let’s explore RPA use cases in major business sectors:

To illustrate them with specific, relatable examples, we also included real-life RPA success stories for each industry so you can see RPA in action.

RPA in Healthcare Use Cases

Relying on documentation and repetitive back-office tasks, the healthcare industry is full of opportunities for RPA automation. For example, according to a recent study, 43% of CFOs and revenue cycle leaders in US hospitals use RPA for revenue cycle automation. Joint research suggests that the technology yields the greatest impact on healthcare providers’ cost reduction in claims, customer service, and billing and enrollment. How else does it help medical facilities thrive?

Many finance-oriented healthcare processes, such as billing or invoicing, can be automated to reduce staff workload and eliminate errors.

RPA software bots can expedite claims management by collecting claims data, checking eligibility, and submitting claims to insurance providers.

Nearly all stages of medical billing, including registration, claim generation, submission, coding, and adjudication, can be automated using RPA, streamlining payments, reducing manual effort, and improving compliance.

Data entry, identity verification, and creating new health records take dozens of hours each week when done manually. Unless done by RPA, which efficiently handles large volumes of patient information precisely and consistently, minimizing the risks of inconsistency.

RPA can optimize patient appointment scheduling based on physician availability, insurance information, location, and other factors. Bots can also send automated patient reminders, reducing no-show rates and improving the care flow.

RPA can easily compare the patient’s health plan coverage with the list of necessary prescriptions and procedures and then fill and submit the authorization form.

7. Medical Employee Onboarding

Back-office staff can focus on strategic initiatives and employee support by automating HR tasks such as employee onboarding, training tracking, and compliance management.

8. Follow-up Communication

RPA can send automated post-visit messages, surveys, and recommendations to collect patient feedback, monitor recovery progress, and ensure patient satisfaction.

By integrating the RPA bots with their EHR systems, clinicians can expedite patient data extraction, entry, and transfer. Record updates can also be handled automatically, ensuring that correct patient data is available across the organization.

10. Inventory Management

Shortages, overstock, and other supply inefficiencies can seriously disrupt healthcare operations. RPA helps clinics avoid them by automating stock level tracking, order placement, and supplier communication tasks.

Non-compliance puts healthcare institutions at risk of penalties and damages their reputation. RPA will automatically generate reports required for regulatory compliance to ensure adherence to industry guidelines.

12. Data Migration and Integration

Integrating disparate healthcare systems is crucial for seamless data flow. RPA can assist in migrating data between them, maintaining data accuracy, reducing data entry errors, and improving interoperability.

13. Data Analytics

Bots can be programmed to input, migrate, retrieve, and track healthcare data, facilitating analysis and enabling accurate diagnoses and individual treatment.

RPA Healthcare Case Study: From Automated Claims Processing to Overall Operations Improvements

Pain Treatment Centers of America (PTCoA), Arkansas’s largest pain management practice network, faced a challenge that’s all too common in healthcare: inefficient claim processing.

After our first collaboration exceeded PTCoA’s expectations, delivering a full ROI in 23 days, the network decided to scale up its automation efforts. As a result, we developed a small army of bots that handle eligibility checks, payment adjustments, approvals, price comparisons, lab order management… The list goes on and is still growing!

RPA Healthcare Case Study

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Interested in RPA in healthcare? Read more on our blog!

RPA Manufacturing Use Cases

With dozens of paperwork tasks requiring communication with suppliers and vendors, there are many use cases for RPA in the manufacturing industry. As a result, it’s estimated that nearly half of manufacturers in developed countries use Robotic Process Automation to streamline production, improve quality, and reduce costs. Deloitte claims that a typical procurement spend for manufacturing businesses can decrease from 4-12%, translating into millions of dollars in savings for many companies. Manufacturers benefit from RPA particularly in:

14. Administration and Reporting.

One of the main advantages of RPA in manufacturing is that it can generate accurate production reports and provide a clear picture of the status. This facilitates efficient decision-making and quick response to production needs.

15. Inventory Management

RPA in inventory management allows manufacturers to automate emails, digitize documents, monitor inventory levels, and track product demand.

16. Material BOMs

Manufacturing RPA use cases demonstrate how software bots can automate material billing by extracting data and ensuring data accuracy, reducing errors and transactional issues.

17. Vendor and Supplier Management

To improve the overall coordination of the supply chain, manufacturers can leverage RPA to automate the onboarding of new vendors, communication with suppliers, and supplier performance tracking.

18. Invoice Processing

With RPA, manufacturers can automate data extraction from invoices, validate transactional data, and update accounts payable systems for faster and more accurate invoice processing.

19. Purchase Order Creation

Creating POs involving multiple vendors and product categories can be daunting. Instead of doing it manually, you can hand over the entire process to RPA to generate POs faster and error-free.

20. Production Planning and Scheduling

To ensure efficiency and prevent production bottlenecks, manufacturers can use RPA for production schedule optimization based on demand forecasts, resource availability, and machine efficiency.

21. Order Management

RPA bots can automatically extract order details from emails, upload them to the ERP system, update customers on product availability, and generate proof of delivery documents once the order is delivered.

22. Supply Chain Optimization

RPA improves the overall SCM process by automating the supplier onboarding process, predicting demand, and planning raw material usage, gathering data from various vendors, and performing credibility checks.

23. Data Management

Migrating records, updating ERP data, processing unstructured documents, and conversion can all be delegated to RPA to save time and effort.

RPA Manufacturing Case Study: SAP Automation

Another of our clients, one of the largest sugar producers in the world, was seeking to optimize its SAP processes. The company already used an RPA solution developed by another provider but wasn’t fully satisfied with the outcome.

Starting with the most crucial departments (controlling and finance), we gradually increased the scope of implementation, which resulted in a diverse range of purpose-made automations. These included a self-invoicing platform for clients, a EUR-pallet management solution, a customer status tracker, a web scrapper for stock index data, and a QA automation bot.

RPA Manufacturing Case Study

RPA in Telecom Use Cases

Robotic Process Automation can be applied in the telecommunications sector in many ways, from automating manual sales order processing to improving average revenue per client. The technology covers many use cases, supporting telecom employees with providing on-time billing, efficient payment processing, speeding up document verification and SIM allotment, and other crucial tasks.

24. User Account Verification

Account verification for telecom customers is an essential step of every contract but involves thousands of manual routine processes daily. Bots powered by Robotic Process Automation are meticulously programmed to execute them, operating around the clock and exhibiting unwavering diligence.

25. Reporting

Traditionally, telecom operators must manually generate and submit reports on the market landscape, competitors, users, network performance and issues, and many others. RPA is best suited for this task, automating report generation and submission and reducing time-intensive tasks to minutes.

26. Easy Request Forwarding

RPA bots can receive emails and calls from users and other interested parties and automatically forward them to the relevant team based on preset parameters.

27. Number Porting

One of the best examples of Robotic Process Automation in the telecommunications industry is customer number porting. Customers switch providers frequently and don’t tolerate any delays. To minimize them and provide a prompt and flawless service, operators choose RPA.

28. Network Monitoring

Telecom providers can delegate real-time network performance monitoring to RPA bots to ensure seamless services. They continuously analyze key parameters such as bandwidth usage, latency, and packet loss and send automated diagnostics, reports, and notifications in case of incidents or downtimes. This significantly improves network stability.

29. Competitive Analysis

Staying one step ahead of the competition requires constant monitoring of their offering, pricing, and features. RPA can extract this information by scraping competitors’ websites and other resources. It can also automate sentiment analysis by extracting and analyzing customer reviews, social media mentions, and feedback related to competitors and help track competitor pricing dynamics.

30. Customer Self-service

RPA bots can assist customers in solving simple, common issues by processing service requests, generating step-by-step instructions, and sharing the solution over the customer’s preferred channel.

31. First-call Resolution

If a customer decides to contact customer service, RPA can help agents address the issue without further follow-ups by retrieving customer info, details of the case, and possible solutions.

RPA Telecom Case Study: Expedited Account Activation and Closure

GPS nVISION, a Texas-based provider of devices and software for tracking cars, trailers, assets, and people, needed to shorten execution times of two vital processes: device and SIM card activation and deactivation.

After a preliminary analysis, we opted for a low-code RPA solution that continuously looks for activation requests, sets up tracking devices, and configures user accounts. Similarly, the bot identifies, confirms, and deactivates unpaid accounts and trackers. The result? Four times faster execution time.

RPA Telecom Case Study

RPA in IT Use Cases

Even though RPA bots are pieces of software themselves, they can also work to optimize and facilitate the creation, testing, and deployment of other software. The tech sector has certainly felt the impact of Robotic Process Automation, using it to streamline many software-oriented workloads:

32. Software Configuration

RPA can automate software installation and initial configuration to save precious employee time and prevent costly disruptions.

33. Dev Environment Configuration

Developers need to set up the environment in which they write code. RPA is best suited for automating the initial configuration on every system, as the process is the same.

34. Automated Software Testing

Another great RPA use case in tech is automated testing. Manual user testing can be complicated and takes time. With RPA, common test scripts are automated and run after each update to ensure bugs are quickly found and fixed.

35. Automated Data Backup and Recovery

RPA can monitor and schedule regular data backups, ensuring easy data recovery in case of incidents and enhancing data security.

36. Security Management

RPA bots can perform regular security checks and automatically detect threats. Once a breach attempt is identified, the bot can flag it, notify personnel, and deny access to targeted databases.

37. IT Maintenance Monitoring

Routine, automated monitoring of IT systems reduces the risk of downtime that could hurt business operations. RPA will notify your staff whenever an issue is spotted, allowing for a timely intervention.

38. Patch Management

RPA bots can continuously monitor for the release of new patches and updates from software vendors and then prioritize and test them. RPA-based patch deployment warrants regular software updates across all IT systems, improving overall system security.

39. Password Resetting

Routine password resets are a necessary but mundane security measure. RPA can complete them quickly, regularly, and reliably by validating user identity through predefined security protocols, automating the generation of temporary passwords, communicating new credentials, and updating the information across relevant systems.

RPA IT Case Study

IT departments are the cornerstone of most business areas. Realizing that, Reckitt, a leading global manufacturer, set out to seek maximum efficiency in IT through automation.

After years of gradual RPA deployment, Reckitt now uses more than 80 bots to streamline nearly 20% of IT processes such as access management, password resets, service desk, and end-user computing. As a result, the IT department now saves 10000 working hours each month and lowered operational costs by 20%.

Banks and other financial institutions may be among the most document-reliant organizations. Gartner assesses that 8 in 10 finance leaders have either implemented RPA to offload routine tasks to automated bots or are planning to do so shortly. Robotic Process Automation is particularly valuable in streamlining these tasks:

40. Credit Checks

RPA software bots can perform credit checks on potential loans and determine if they meet disbursement parameters, significantly reducing the loan processing time.

41. Data Entry

By parsing documents, RPA robots can automatically fill data into forms by extracting them from documents, eliminating laborious manual data entry.

42. Know Your Customer (KYC)

If your company doesn’t use specialized KYC solutions, you can use RPA bots to automate parts of the KYC process, such as extracting information from documents, performing KYC checks, and populating customer profiles.

43. Verifying Applications

RPA can extract key personal details such as the customer’s name, address, income, and credit history, cross-check them with other sources, and enter data into the bank’s internal system, increasing speed and response times.

44. Customer Onboarding

Another great use of robotic process automation in banking is opening accounts and connecting customers, a routine process with many mundane tasks such as verifying data accuracy, setting up accounts, and performing background checks.

45. Loan Processing

RPA can assist bankers through the entire loan process: application processing, underwriting, and disbursement by extracting, retrieving, and entering data and verifying borrower information.

46. Fraud Detection and Prevention

RPA can analyze transaction patterns, identify anomalies, and flag potentially fraudulent activities to improve data and account safety and prevent financial losses.

47. Financial Planning and Analysis

Data collection, analysis, and reporting can all be automated with RPA to expedite financial planning, budgeting, and forecasting processes, leading to better decision-making.

48. Financial Reporting

RPA enables the automated generation and distribution of financial reports, ensuring a timely and accurate flow of information while saving time and effort.

49. Risk Assessment

RPA can automatically analyze various scenarios and identify risks based on audit, pattern, and report data. Automated risk assessment is faster and more accurate than manual analysis.

50. Loan Origination and Approval

RPA can automate document verification, credit checks, and loan management systems updates to accelerate loan processing times and reduce the administrative burden on loan officers.

51. Account Reconciliation

RPA robots will handle repetitive reconciliation tasks, allowing faster day-to-day transaction analyses or periodic compliance-oriented ledger reconciliation.

52. Tax Compliance

Integrating RPA robots with existing tax compliance software to gather data, compile tax reports, and submit their results in enhanced legal procedures.

53. Account Closure

Closing customer accounts is a regular, rule-based task that takes hundreds of hours monthly. Robotic Process Automation in finance can identify non-compliant or inactive accounts and close them automatically.

54. Financial Audits

Besides automating manual auditing tasks such as data extraction, RPA can improve error detection and flag discrepancies. Automated audit trails and change tracking streamline future audit processes.

RPA Finance Case Study: Optimized Loan Processing

Paramount Residential Mortgage Group (PRMG), a California-based mortgage banker operating in 48 states, struggled with manual, extremely time-consuming, and inconsistent loan estimation and granting processes.

What started with a single-bot solution evolved into an end-to-end loan processing automation with six bots, each dedicated to a single step in the workflow. RPA now handles the entire process, from retrieving and distributing disclosure packages to compiling and archiving data across various systems for improved efficiency and accuracy.

RPA Finance Case Study

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Interested in RPA in finance and banking? Read more on our blog!

RPA in Finance and Banking

RPA Use Cases in Customer Service

Even though customer service relies heavily on human-to-human interactions, Robotic Process Automation helps enhance them by taking care of the back office work. RPA can be used to automate customer relationship management and generate valuable personalized service results, especially in the following areas:

55. Fast Initial Responses

RPA software bots can sort common customer requests and deliver immediate responses, sorting out the issue of frustrating customers with lazy reactions to their inquiries.

56. Forwarding Requests

RPA bots can sort requests into different categories based on preset parameters and automatically send them to the appropriate departments, reducing call hold times and excess interactions.

57. Customer Data Categorization

Robotic Process Automation allows companies to categorize customers and define their paths for better targeting and more streamlined and personalized service.

58. Automated Emails

By scanning company databases for relevant information, RPA can generate automated email responses to customer requests. Bots can also update customers on the progress of submitted tickets without involving human employees.

59. Chatbot Integration

RPA can support chatbots by automating backend processes, retrieving necessary information, and initiating follow-up procedures, allowing for more comprehensive responses and better customer experience.

60. Returns and Refund Processing

Returns and refund procedures are highly repetitive, making them a perfect fit for RPA-based data entry, verification, and refund transaction automation.

61. Knowledge Base Maintenance

Customers and CX agents rely on internal knowledge bases that must be constantly updated. RPA can automate this process by adding new information, editing articles, and archiving outdated content.

62. Feedback Analysis

RPA can compile and analyze customer feedback across communication channels, providing insights into customer sentiments, preferences, and recurring issues. 

63. Aiding Customer Care Agents

With the aid of RPA bots, customer service reps can quickly retrieve customer details such as communication history, demographics, and previous orders or documents necessary to solve the issue,e.g., guidelines and invoices.

64. CRM Updates

As customers interact with a business, its CRM must be regularly updated with new orders, lead scores, contact history, and other details. RPA can extract data from emails, chats, surveys, and other channels and upload it to the customer’s CRM profile.

RPA Customer Service Case Study

For CXP, a major contact center outsourcer, every minute saved per customer request has a significant impact. RPA can do just that.

Between automated customer data retrieval and RPA-powered chatbots, automation didn’t only cut call times by 35% on average. An even more essential success metric is a 52% increase in Trust Pilot ratings—a true measure of customer satisfaction.

RPA Use Cases in Retail

Retail and e-commerce are dynamic, consumer-driven industries prone to continual transformations. In such a highly dynamic setting, optimizing small but essential tasks is the key to earmarking more time for creative endeavors in designing products and campaigns and ensuring high-touch customer service. Statistics confirm this, with 60% of consumer and retail tasks suitable for automation. What are they? Let’s get some examples.

65. Product Categorization

RPA bots can extract SKU (Stock Keeping Unit) data to help companies quickly categorize products and determine their market share in different regions. They can be programmed to analyze product information, such as attributes, descriptions, and images, and assign them to the appropriate categories within the inventory. RPA can also dynamically create new categories.

66. Returns

Returning a product spans a range of procedures and formalities. RPA bots allow retail businesses to verify purchase records and process refund transactions automatically. This can shorten online returns processing times from weeks to days or hours upon the product delivery to the seller.

67. Inventory Management

Another great use case for RPA in retail is inventory management. Robotic Process Automation bots can monitor stock levels around the clock and send alerts in case of shortage or overflow. By automating tasks such as data entry, order processing, and stock level monitoring, retailers can minimize human errors, accelerate data processing, and maintain more accurate and up-to-date inventory records.

68. Price and Promotion Management

Price updates require significant manual effort, particularly during large promotional events. RPA can automatically update prices, apply discounts, and ensure the offering stays consistent across all channels.

69. Customer Data Management

By automating customer data entry and updates, RPA helps retail businesses keep customer records accurate and up-to-date across all internal systems. facilitating personalized marketing efforts and customer relationship management.

70. Loyalty Program Management

Between updating customer points, processing rewards, and sending automated communications, many loyalty processes can be enhanced with RPA, allowing retailers more time to adapt to the changing markets quickly and develop more creative ways to engage customers.

71. Email Marketing

Personalizing customer communications involves a lot of care and consideration for individual purchase history and preferences. By integrating RPA with customer databases, retail businesses can automate generating and distributing custom marketing emails.

RPA Retail Case Study: Automating Product Inspections

Lotte, a South Korean multinational retail giant and the first online shopping mall in the country, is no stranger to innovation. That’s why automation was a natural choice when Lotte decided that its product description review process needed a boost.

The solution was to replace manual inspections with UiPath robots paired with optical character recognition (OCR) technology. This combination more than doubled the throughput, from 4400 to 10000 cases reviewed monthly.

RPA Use Cases in Administrative Processes

Extracting, entering, retrieving, and generating data is where RPA shines. Depending on the process and team size, some estimates claim that larger companies can save 20-40 hours daily on automating mundane admin work. Other sources quote savings in the line of 25,000 horse annually. No wonder that Robotic Process Automation is every admin worker’s best friend, supporting them in tasks such as:

72. Invoice Processing

RPA can process paper invoices using OCR, extract records, upload them to internal databases, and automatically send information to appropriate stakeholders. Sometimes, these automations can complete tasks up to 10 times faster than humans.

73. Data Entry

Moving records, populating forms, filling Excel tables, and other tasks that involve entering data, particularly structured, are some of the primary RPA use cases. In industries such as healthcare, Robotic Process Automation can handle up to 90% of data entry-related tasks.

74. Storing Personal Information

RPA software bots can easily extract customer or employee information from the initial forms they fill out to present in an easy-to-read format or upload it to your CRM.

75. Document Processing and Filing

RPA can automate the classification, sorting, and archiving of documents based on their contents, type, tags, and other categories. A systematic arrangement reduces the risk of document misplacement and improves record management.

76. Meeting Minutes and Documentation

RPA bots equipped with speech-to-text features can automate the generation of meeting minutes and summaries. Such a bot can extract information from recorded meetings and transcribe discussions to ensure that all significant details have been captured.

RPA Administrative Work Case Study: Saving Time with Automated Data Entry

“When people type data all day, data quality suffers.”—this quote from Dr. Everton Gomede, Head of Technology at System of Credit Unions of Brazil (Sicoob), perfectly captures the role of RPA in data operations.

For Sicoob, the objective of RPA automation was threefold: to reduce errors, save time, and free up employees so that they can focus on high-value tasks. By automating data entry, Sicoob expedited manual data processes by up to 80%, generated 10-20% cost savings, and had an immeasurable but significant effect on employee satisfaction.

RPA Use Cases in HR

Human resource management involves some of any organization’s most tedious and data-heavy tasks. By applying RPA, HR specialists can focus on strategic and value-added activities like talent management, employee engagement, and organizational development. Additionally, RPA enhances accuracy in data management, minimizing errors in payroll and personnel records. Doing so accelerates HR workflows and contributes to a more agile and responsive HR function.

77. Employee Sourcing

RPA bots allow HR managers to search for suitable prospects and candidates based on preset parameters. The bots will automatically receive the data when the parameters match the prospect’s profile.

78. Improved Hiring

RPA introduces several quality-of-life improvements for recruiters. Bots can track and suggest rejected candidates for openings that better suit their profile, verify digital copies of application documents, schedule interviews, and draft messages.

79. Onboarding Employees

From reviewing personal information forms and creating employee accounts to automated communication and triggering tasks, RPA proves handy throughout onboarding, accelerating it up to 10 times, according to UiPath.

80. Offboarding Employees

Similarly, RPA can handle a range of offboarding processes: retrieving dismissal documents, requesting benefit termination, revoking access to internal systems, initiating the final settlement, and more.

RPA software bots allow businesses to automate payroll by pulling data from timesheets and calculating payroll at the end of each month. Thanks to that, HR departments can compile accurate payrolls and determine individual salaries in seconds.

82. Travel and Expense Management

RPA can be delegated to extracting and reviewing expense data from invoices, vouchers, tickets, etc. Following a preset rules approach, bots can recognize which expenses are valid and which don’t meet the established requirements.

RPA HR Case Study: RPA Powering Across-the-Board Transformation

TriNet delivers custom-made HR solutions for SMBs, enabling easier growth without worrying about HR complexities. TriNet launched its biggest transformation ever to improve its operational model, and RPA was central to that change.

Over 4 years, the company has automated 120 workflows, including document processing and enhancement, payroll, and HR functions. These improvements helped the company maintain operational agility throughout the transition and beyond.

Are you interested in RPA in HR and recruitment? Read more on our blog!

RPA in Insurance Use Cases

Insurance is another industry heavily dependent on paperwork, and as such, it can greatly benefit from automation. In fact, it’s estimated that over 200 insurance-related tasks can be automated. Here’s a bunch of them:

83. Claims Verification

Robotic Process Automation enables insurance companies to verify claims faster based on predefined rules, minimizing fraudulent claims and eliminating delays in claims compensation.

Manual claims processing takes a long time due to laborious data extraction and subsequent filling of required forms. With RPA, insurance companies can accelerate claims settlement, reduce errors, and enhance overall efficiency. Accenture assesses that combining RPA and AI can save up to 75% time on claims processing.

85. Premium Management

Robotic Process Automation enables insurance companies to verify claims faster based on predefined rules, minimizing fraudulent claims and eliminating delays in claims compensation.

86. Underwriting

RPA can also streamline underwriting tasks such as data gathering, risk assessment, and policy pricing to improve efficiency and decision-making.

87. Policy Quoting and Comparison

With RPA, insurers can automate several steps in the quoting process, such as extracting data from various sources, calculating premiums, compiling quote comparisons, and sharing quotes with customers.

88. Regulatory Compliance

Manual compliance control is inefficient and prone to potentially costly human errors. RPA can perform the process quickly and securely, maintain a change log, validate customer data, generate compliance reports, and more.

89. Policy Cancellation

Processing policy cancellation requests requires switching between email, CRM, Excel, and PDFs to find relevant data. RPA can do that automatically while also handling other steps in the process, like setting cancellation date tally, inception date, policy term, and more.

90. Legacy App Integration

Insurance companies often use legacy apps for years, eventually leading to compatibility issues and inconsistent databases. RPA helps insurers bridge the gap between old and new systems through automated integration and data transfer.

91. Improving Business Processes

Bots easily track, generate audit trails, and measure processed transactions and exceptions automatically. All that facilitates process analysis and supports business improvements.

RPA Insurance Case Study: Ultra-Fast Document Migration and Processing

When Ayr Farmers Mutual Insurance Company needed to move and process over 500,000 records from a legacy app, we knew it would be the perfect use case for RPA.

Since the app was soon to be discontinued, we needed to act fast. The bot we developed ran on 5 computers, continuously downloading and archiving the documents in PDF format. The effort paid off: the project was completed 4 weeks before the deadline, and all documentation is now easily searchable.

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Interested in RPA in insurance? Read more on our blog!

RPA Use Cases in Operations

Some processes are so fundamental that all businesses need them to sustain their operations. Unfortunately, they often use legacy automations to interface with their complex tech stack. These technologies are quite rigid and require heavy coding to implement changes, falling behind the dynamic changes to modern-day business operations. How can RPA help instead?

92. Data Migration

Standardization, modernization, or even merging with another business—there are many reasons for transferring large volumes of data. Instead of relying on manual transfers, businesses can delegate this task to RPA, which will handle data migration faster and more consistently.

93. Invoice Processing

While businesses can’t eliminate invoicing completely, they can hand off invoice processing tasks to RPA. Preprogrammed bots can automatically extract data from transactional documentation, copy them to internal systems, and create invoices.

All industries are regulated in one way or another. RPA makes adhering to legal requirements much easier through automated compliance monitoring, reporting, and alerts when deviations occur.

RPA Operations Case Study: Invoicing, Reporting, and Provider Management

Axpo, Switzerland’s leading renewable energy producer and an international leader in energy trading, discovered that rapid growth is a double-edged sword. Their manual processes couldn’t cope with constantly growing volumes of tasks. Compliance with international regulations also proved to be a challenge.

With the help of an RPA solution developed by Flobotics, Axpo can now generate and correct invoices for over 600 daily transactions. RPA bots also allow Axpo to complete 27 days’ days work in one day (!) for the crucial, legally required pricing summary process.

RPA Operations Case Study

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We can also help your energy company to automate the mundane and time-consuming processes. Explore possibilities!

Interested in RPA in process management and operations? Read more on our blog!

Shipping and storing products is an impressive logistical feat that usually requires transferring data across multiple entities subject to complex local regulations, all with their own systems. On average, standard international trade transactions involve sharing 35 documents between 25 parties that must comply with at least 600 regulations and more than 500 trade agreements. RPA in logistics can streamline these data operations and many other activities to make that task less challenging:

95. Shipment Scheduling

RPA bots can extract data from letters, memos, and notes to plan shipments without confusion and conflicting schedules. They can also perform validation checks to ensure the accuracy and completeness of the shipment details.

96. Delivery Tracking

RPA can track where the shipment is and alert the system when it reaches certain locations or fails to do so. This allows all involved businesses to coordinate the entire supply chain seamlessly and efficiently, without much manual work.

97. Warehouse Management

RPA can automate thousands of warehouse management tasks, including inventory checks, allocation, tracking deadstock, and even suggesting stock-based pricing. Additionally, Robotic Process Automation may track real-time warehouse data and trigger instant alerts in case of irregularities.

98. Order Management

RPA can use inventory data to automatically place resupply orders, including listing the necessary products, comparing prices, generating documentation, submitting the order for approval, and sending it to vendors. In some cases, these improvements can save up to 80% of time on managing customer orders.

99. Delivery Notifications

Based on predefined rules, RPA can automatically update delivery progress and provide stage completion notifications to improve visibility and customer experience.

100. Supply and Demand Planning

By analyzing historical data, market trends, stock levels, and other relevant factors, RPA is also invaluable in optimizing overall supply chain planning and ensuring better alignment with demand.

101. Freight Management

Load matching, handling freight claims and charges, and picking optimal routes can all be done by RPA. Additionally, some solutions can analyze the performance of your supply chain and point to possible improvements.

RPA Logistics Case Study: Automated Documentation for Seamless Supply Chain Management

Extensive paperwork can turn international shipment tracking into a true headache, and every mistake can lead to severe consequences. Inter Aduaneira, a Brazilian trade consultancy, deals with tons of documentation in most of their workflows.

In fact, these processes were so complicated that Inter Aduaneira decided to find a dedicated company to implement internal technological solutions. RPA was at the core of the digital transformation, automating the retrieval and processing of thousands of documents and saving an average of 800 hours per analyst.

Did You Find an RPA Use Case for Your Business?

Even if the answer’s no, don’t worry—RPA can be easily customized for many purposes. As automation vendors continuously integrate their solutions with emerging technologies, the future looks bright for RPA and any business that uses it.

You’ll need a reliable RPA partner to help you identify the most promising automation opportunities and bring them to life. For that, get in touch with Flobotics. Our consultants will analyze your industry and help you plan, map, and develop RPA solutions so you can achieve your business goals cheaper and faster.

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Michał Rejman

Chief Marketing Officer at Flobotics. Communication strategy consultant for tech and process automation buff. Remote work evangelist, surfer, and doggo lover.