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Understanding Robotic Process Automation

Robotic Process Automation (RPA) is a technology that automates repetitive human tasks using software bots, which operate without errors and can interact with various applications. RPA offers benefits such as cost savings, faster processing, and improved compliance, and it requires no programming skills for setup. The RPA market is growing, particularly in sectors like banking, healthcare, and retail, with platforms like UiPath and Automation Anywhere leading the way.

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0% found this document useful (0 votes)
9 views29 pages

Understanding Robotic Process Automation

Robotic Process Automation (RPA) is a technology that automates repetitive human tasks using software bots, which operate without errors and can interact with various applications. RPA offers benefits such as cost savings, faster processing, and improved compliance, and it requires no programming skills for setup. The RPA market is growing, particularly in sectors like banking, healthcare, and retail, with platforms like UiPath and Automation Anywhere leading the way.

Uploaded by

yessiknow23
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INTRODUCTION TO RPA

What is RPA?
• RPA stands for Robotic Process Automation
• It is the technology used for software tools that automate human
tasks, which are manual, rule-based or repetitive.
• Typically, it is like a bot that performs such tasks at a much higher
rate than a human alone.
• These RPA software bots never sleep and make zero mistakes, and can
interact with in-house applications, websites, user portals, etc.
• They can log into applications, enter data, open emails and
attachments, calculate and complete tasks, and then log out
• Why RPA
• Robotic Process Automation is economically capable as compared to
any other automation solutions.
• BENEFITS OF RPA
• Robotic Process Automation technology provides the following
benefits:
• Cost Savings
• Less Error
• Faster Processing
• Better Regulatory Compliance – ie as per given instructions
• Auditable & Secure
• RPA bots will only access the data for which they are given permission
and create a detailed audit trail of all activity
• Low Technical Barrier
• RPA does not require any programming skills to configure the
software robot. Since it is a code-free technology, any non-technical
person can set up the bot using drag and drop features.
• It also includes the 'Recorder' to record the steps of automation
History of RPA
• SELF STUDY
Components of RPA
• Recorder
• Development Studio
• Plugin/Extension
• Bot Runner
• Control Center
Recorder
• The recorder is the part of the development studio that developers
use to configure the Robots.
• It is like the macro recorder in Excel, the bot recorder in any platform,
records steps.
• It records mouse and keyboard movements on the UI and this
recording can be replayed to do the same steps again and again.
• This enables rapid automation. This component has played a very big
role in the popularity of RPA
Development studio
• The development studio is used by developers to create Robot
configuration or train the Robots.
• Using the development studio, a set of instructions and decision-
making logic is coded for Robots to execute.
• Some platforms provide flow-charting capabilities such as Visio, so it
becomes very easy to plot steps in a process, whereas some other
platforms require coding.
• In most studios, in order to do commercial development, developers
need to have a fair amount of knowledge of programming,
• Example, loops, if else, variable assignment, and so on.
• Extensions and plugins
• Most platforms offer many plugins and extensions to ease the
development and running
• of bots.
• In many applications, such as Java SAP, it is not easy to individually
identify controls of the UI through traditional techniques.
• RPA vendors have developed plugins and extensions to help with
these issues.
Bot runner
• This is also referred to as the Robot, other components make it run.
Control center
• The objective of the control room is to provide Robot management
capabilities.
• It monitors and controls a Robot's operation in a network
• It can be used to start/stop Robots, make schedules for them,
maintain and publish code,redeploy Robots to different tasks, and
manage licenses and credentials
RPA
Platforms- The future of automation
• RPA vendor market has been showing continual and steady growth.
• While the largest market is the US, followed by the UK, the market in
Asia Pacific Countries(APAC) is also showing considerable progress.
Successful pilot projects and increased customer satisfaction among
the early adopters of RPA will encourage new players to adopt this
technology.
• There is growing demand for RPA, especially in industries that need
large scale deployments.
• The major markets for RPA are banking and finance, healthcare and
pharmaceuticals,telecom and media, and retail
RPA
Platforms- The future of
automation
• Automation Anywhere
• UiPath
• BluePrism
• WorkFusion
• Thoughtonomy
• KOFAX
RPA
Platforms- The future of automation
RPA
Platforms- The future of automation
The future of automation
• The buzzword today is the Fourth Industrial Revolution-the current
age where technology is embedded within societies and even the
human body-be it Robotics, 3D printing, nanotechnology, Internet of
Things, or autonomous vehicles.
• This will fundamentally change the way we live, work, and interact
with one another.
• reports suggest that only around 5% of the total jobs may be totally
replaced by automation. For other jobs, automation will only replace
a part of the job and not completely take over
The future of automation
• There are, of course, those jobs in the 5% category that run the risk of
being completely automated.
• These are the jobs that are routine, repetitive, and predictable. A few
• Examples: telemarketing, data entry operation, clerical work, retail
sales, cashiers, toll booth operators, and fast food jobs.
• Also, with automation mostly taking over routine and tedious tasks,
humans are provided the opportunity to make better use of their
capabilities-be it reasoning, emotional intelligence, or their creativity
Record and Play
• The facility of recording user steps on a computer and playing them
back has made Robotic Process Automation (RPA) highly successful.
• UiPath stack
• There are three basic components in UiPath:
• 1. UiPath Studio
• 2. UiPath Robot
• 3. UiPath Orchestrator
Record and Play
• The UiPath platform is available in two variations:

1. Enterprise Edition: This edition is suitable for large companies starting


their RPA projects and looking to scale their Robot deployments in the
future. It is integrated with UiPath Orchestrator (we will discuss UiPath
Orchestrator later).
• This version can be updated by visiting the UiPath website and by downloading
the newest version of the UiPath platform installer.
Running the installer automatically replaces all the old files without modifying any
of your settings.
2. Community Edition: This is suitable for individual developers and small
organizations with fewer employees. The Community Edition is always up-to
date, and it automatically updates itself as soon as a new version is available
Record and Play
Record and Play
• Most of the configuration and coding in UiPath is visual. By
using the drag-drop facility from the toolbox, you may write
a whole sequence of workflows to perform a set of tasks by
Robots.
• These steps look like a data flow diagram and are very easy
to understand. It is one of the simplest visual flow
diagramming. The studio gives the same look and feel as a
workflow.
• An activity or action includes clicking a button, writing and
reading a file, and so on.
Downloading and installing UiPath Studio

• Downloading and installing UiPath Studio


• UiPath Community Edition is free to use in academia, nonprofits,
and small businesses
• The UiPath Community Edition has the following features:
1. Auto update
2. No server integration
3. Community forum for support
4. Online self-learning
5. No complex installation required
6. Online activation is mandatory
Working with UiPath Studio
Working with UiPath Studio
Working with UiPath Studio
• State machine: This is suitable for very large projects that use a finite
number of states in their execution, triggered by a condition.
• -To start this kind of project, choose the Process - Transaction
Business Process option from the new project menu
• However, if you click on the New option in the DESIGN tab, you only
get three options:
• Sequence
• Flowchart
• State Machine
Working with UiPath Studio
Working with UiPath Studio
• THE USER INTERFACE
Working with UiPath Studio
• THE USER INTERFACE
Task Recorder
• The task recorder is the main reason for RPA's success.

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