RPA Use Cases:
What are good processes
to automate with RPA?
RPA Use Cases: What are good processes to automate with RPA?
What are good processes to automate with RPA?
The following article is not an exhaustive list of business processes, but it is designed to share some ideas on what processes are good candidates for automation. Please feel free to share your feedback and any ideas to add or adjust, so we can make this a community forum for everyone to benefit from.
RPA Use Cases
Procure to Pay
- Supplier Onboarding
- Portal queries
- Price comparisons
- Vendor reviews
- Validate contract terms
- Category Management
Oracle Finance Close
- General Ledger Close
- Data Assurance
- Consolidation
- Internal Management Reporting
- External Financial Reporting
- Filing
Quote to Cash
- Supplier pricing comparisons
- Order exception processing
- Delivery reconciliation
- Customer onboarding and master data maintenance
Finance & Accounting Use Cases
- Customer Payment Application
- Supplier Invoice Processing
- Supplier Payment Processing
- Supplier Onboarding
- Customer Onboarding
- Bank Reconciliations
- Account Reconciliations
- Create Journals
- Website Downloads (Bank, Financial, Tax, State, Utility, Phone, etc)
- Report creation
Manufacturing Use Cases
- Bill Of Materials
- Bill of Lading
- Logistics data automation
- Inventory management
- External communications
Energy & Utilities Use Cases
- Meter Reading Validation
- Billing and Statements
- Payment Reversal/Adjustment Claims
- Complaints Management
- Risk Assessment
Insurance Use Cases
- Claims
- First Notice of Loss (FNOL)
- Adjustments
- Settlements
- Underwriting
- Policy registration, administration, and servicing
- Renewals
- Cancellations
- Audit and Regulatory Compliance
- Sales and Distribution
General Ideas
- Website Scraping
- Data transfer between systems
- Calling APIs
- Running queries
- Creating reports
- Refreshing dashboards
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