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

·       Sub-Ledger Closing

·       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

Record to Report

·       Supporting financial close

·       Data extraction for accounting close

·       Data management

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

HR Use Cases

·       Candidate sourcing

·       New Hire onboarding

·       Payroll automation

·       Expense management

·       Employee data management

·       Termination


Manufacturing Use Cases

·       Bill Of Materials

·       Bill of Lading

·       Logistics data automation

·       Inventory management

·       External communications

Supply Chain Use Cases

·       Purchase order creation

·       Contract management

·       Shipment Status Communication

·       Returns Processing

·       Updating vendor records

Energy & Utilities Use Cases

·       Meter Reading Validation

·       Billing and Statements

·       Payment Reversal/Adjustment Claims

·       Complaints Management

·       Risk Assessment

IT Use Cases

·       Administration tasks

·       Running diagnostics

·       System checks

·       Managing patch processes

·       Managing backups

·       Password Resets

Insurance Use Cases

·       Claims

o   First Notice of Loss (FNOL)

o   Adjustments

o   Settlements

·       Underwriting

o   Policy registration, administration, and servicing

o   Renewals

o   Cancellations

·       Audit and Regulatory Compliance

·       Sales and Distribution


Customer Service & Support Desk

·       Incident management

·       Billing queries

·       User administration

·       Updating records

·       Incoming customer inquiry


General Ideas

·       Website Scraping

·       Data transfer between systems

·       Calling APIs

·       Running queries

·       Creating reports

·       Refreshing dashboards