Digital Assistant Catalog

Here is a catalog of 100+ Automation use cases that you can look to implement within your organization.

Like to implement one of these Use Cases for your group or organization? Let us know here.

Finance and Accounting

  • Invoice processing: Capture invoice data from scanned invoices or electronic files and process the same in ERP systems. The invoice processing time can be reduced by unto 60 to 80 %.
  • Payment matching & processing: Bank lockbox payments received from various sources are matched against open invoices. These are then processed in the ERP system and remittance receipts generated.
  • Automate journal entries: RPA can process email, perform compliance checks and process the Journal entries in ERP (SAP, Oracle, etc.), and notify the requestor.
  • Account reconciliations: RPA can automate the download of sub-account balances, perform validations and create balancing journal entries to handle discrepancies
  • 3-way matching: Matching of invoices to purchase orders (PO) and goods received notes (GRN) can be automated with RPA. This ensures accurate payment and validates different parts of the supply chain.
  • Automate workflow and approvals: RPA can be configured for rules-based auto-approval in the AP system. Any exceptions are raised to the appropriate person for manual approvals.
  • Financial planning and analysis: Prepare forecasts automatically using historical and market data, Load pre-populated balances into the planning system, Create variance reports
  • Regulatory reporting: Capture and cleanse data, generate the regulatory reports automatically. Create complex annual reports to the extent possible.
  • Purchase Order entry: Take PO details over chat or from a spreadsheet and create the PO in ERP like SAP or Oracle.

Human Resources

  • Employee Onboarding:  HR teams can assimilate new employees into the organization faster and better with RPA. You can automate most of the onboarding tasks including receiving information and paperwork from new hires, setting up access to systems and notifying concerned.
  • Employee Offboarding: Just as Onboarding, all the tasks to offboard an employee such as removing access to systems, notifying people concerned and creating standard paperwork can be automated.
  • Employee data management: RPA can be used to perform many of the Employee data administration tasks. This includes adding and updating data on current and past employees, contractors, interns, etc.
  • Recruitment Management: RPA can be used for most repetitive recruitment tasks such as scouring websites for candidates and screening the resumes received. RPA systems can work 24 x 7 to source, screen and organize right candidates for you.
  • Compensation Management: RPA can be used to input compensation data for employees into the Talent Management System.
  • Time record validation: Following up on missing timesheets, validate time booked and notify any discrepancies.
  • Earnings and Deductions: Initiate batch creation and imports into the payroll system, complete the standard validations.
  • Payroll payments: With RPA, the bot automatically extracts data from an input source such as an MS Excel file or an email and enter the Payroll payment data into the banking application.
  • Automating process hand-offs: Typical approaches to handing work between functions and people can be inefficient, time-consuming and error-prone. RPA can link both automated and manual HR tasks into an end-to-end workflow

Customer Service

  • Customer Management: Agents can quickly add or update customer records with RPA. They can also update the details on other systems with a mouse click.
  • Update CRM: RPA can automate the process of sending the Sales & Order information from ERP to CRM and notify the salesperson
  • Access Management: RPA can be used to validate identity, unlock accounts, reset password credentials and pass it back to users.
  • User Administration: RPA can create new accounts across multiple systems and applications.
  • Incident/Change Management: RPA can raise incidents/change requests by creating and/or updating tickets. These tickets can be created from email or can also be auto-created with inputs from monitoring systems.
  • Progress Chasing: RPA can follow up on incidents with users and report the progress on tickets to concerned.
  • Update or Close Tickets: RPA can close tickets after follow-up if the users indicate the incident has been resolved or if there is no response after repeated follow-up.
  • External and internal interfaces: RPA can be used to drive actions in external systems (supplier, partner or customer) or even internal systems with a non-disruptive integration.

Information Technology

  • Database Administration: Repetitive tasks such as database validation, extending tablespaces, clearing database locks, etc.
  • System Administration: Sysadmin activities including scheduled tasks and intervention using management tools
  • Backup Management: Monitor backup jobs, run diagnostics, restart jobs or alert support team
  • Patch Management: Check the patch levels, Schedule, execute and validate patching using tools and scripts.
  • Daily Checks. Automate all manual system and application checks. Eg. SAP ERP daily checks.
  • Provisioning: Perform server, storage, and network provisioning actions.
  • Network Support: Monitor and manage LAN, WAN devices, load balancers, firewalls, and other network technologies
  • Test Automation. RPA can be used to automate manual testing efforts, user acceptance testing as well as load testing.

Let us know here if you like to implement any of these use cases for yourself.