{"id":6745,"date":"2018-10-23T08:56:30","date_gmt":"2018-10-23T13:56:30","guid":{"rendered":"http:\/\/appcrawler.com\/wordpress\/?p=6745"},"modified":"2018-10-23T08:57:07","modified_gmt":"2018-10-23T13:57:07","slug":"robotic-process-automation","status":"publish","type":"post","link":"http:\/\/appcrawler.com\/wordpress\/2018\/10\/23\/robotic-process-automation\/","title":{"rendered":"Robotic Process Automation"},"content":{"rendered":"<p>McKinsey Consulting defines Robotic Process Automation, or &#8220;RPA&#8221;, as follows:<\/p>\n<p>&#8220;RPA takes the robot out of the human. The average knowledge worker employed on a back-office process has a lot of repetitive, routine tasks that are dreary and uninteresting. RPA is a type of software that mimics the activity of a human being in carrying out a task within a process. It can do repetitive stuff more quickly, accurately, and tirelessly than humans, freeing them to do other tasks requiring human strengths such as emotional intelligence, reasoning, judgment, and interaction with the customer&#8221;<\/p>\n<p>RPA solutions are limited to handling rule-based work and need digitized and structured inputs.  The practical implementation of this is normally a software package which can &#8220;watch&#8221; a user perform repetitive activities and create a resulting reusable workflow.  These are the &#8220;Do&#8221; processes in an organization.  Examples of this may include paying invoices and submitting tech packs for fulfillment to a supplier.  It is important to note that RPA is related to business process automation and not customer interaction.  Employees with highly repetitive, basic tasks can be freed up to focus on higher-value activities while also lowering the impact of human error.<\/p>\n<p>According to PwC, considerations for evaluating whether or not an RPA project makes sense for a retailer include the following:<\/p>\n<p>Complexity &#8211; Lots of tasks in the retail value chain are straightforward or can be reduced to straightforward sequential tasks.<br \/>\nDecision &#8211; A lot of decisions in the retail sector are rule-based, meaning that they do not require individual judgment or a case-by-case basis<br \/>\nVolume &#8211; Is the volume sufficient to see a payback in terms of the investment and organizational change?<br \/>\nMaturity &#8211; Most retail processes are fairly mature and not likely to result in frequent change.  Change can greatly hamper an RPA effort<br \/>\nBusiness software used &#8211; A large portion of the enterprise business software that has been implemented by EXPRESS is not likely to change in the near future<br \/>\nData structure &#8211; Does the data used in a process follow a standard?  For example, do invoices use a format that could be searched by a RPA agent for common elements used in processing?<br \/>\nSteps that EXPRESS needs to undertake to identify specific opportunities in this space include the following:<\/p>\n<p>Analyze business process and identify automation opportunities and assess automation feasibility.<br \/>\nAnalyze, understand and document the business processes in detail where required.<br \/>\nDevelop AS-IS and TO-BE process flows.<br \/>\nIdentify and communicating the technical infrastructure requirements to deploy automation solutions.<br \/>\nHow these activities are identified is the key.  We should focus on those activities in which information is transferred from one input to another.  The questions to be asked include the following:<\/p>\n<p>Is the data in a standard format?<br \/>\nIf not, how much transformation is required?<br \/>\nHow much does the activity cost per transaction?<br \/>\nAre the rules required for evaluation when transferring uniform?<\/p>\n<p>Core considerations for technology selection:<\/p>\n<p>Security &#8211; For example, where are passwords for recurring jobs stored?<br \/>\nVersion Control<br \/>\nOperationalization<br \/>\nCost model, including implementation, support, and and organizational changes<br \/>\nVendors have many customers and may have done RPA implementations at different levels. Here are some high level questions targeted to help a client assess a given RPA vendor<\/p>\n<p>Capacity Assessment<br \/>\nWhat is your largest Robotic Deployment (# of Robots)?<br \/>\nHow many FTEs do your Robots do the work of?<br \/>\nFor each, when did the customer first start?<br \/>\nWhat is the total cost of total deployment v ROI?<br \/>\nCan you demonstrate an RPA running alongside a human?<br \/>\nWhilst the human is on the phone and still doing work?<br \/>\nFast attended RPA robots require little-to-no wait time<br \/>\nHow do you automate hidden or complex controls in windows applications?<br \/>\nDo you often have to wait for a page to refresh before you can automate?<br \/>\nCan your Robotic Controller or Console work on premise or cloud?<br \/>\nWill RPA reduce the number of FTEs? Remember\u2026<br \/>\nYou can redeploy FTEs to other work<br \/>\nYou can take on more work (if business is growing)<br \/>\nFocus on higher value work and turn it around faster<br \/>\nYou choose but don\u2019t use FTEs if it\u2019s ripe for automation<br \/>\nWill I need to keep people skilled in the automated processes as backup?<br \/>\nWhat are the advantages of attended RDA?<br \/>\nWhat happens if an application\u2019s UI changes will the RPA break?<br \/>\nWhat happens to automation in years 2, 3 or 4?<br \/>\nPick a vendor that can offer to transform the process over time<br \/>\nReap the value now but don\u2019t lock yourself into one path<\/p>\n<p>Sources:<\/p>\n<p>https:\/\/www.pwc.be\/en\/documents\/20171123-rethinking-retail-artificial-intelligence-and-robotic-process-automation.pdf<br \/>\nhttps:\/\/www.mckinsey.com\/business-functions\/digital-mckinsey\/our-insights\/the-next-acronym-you-need-to-know-about-rpa<br \/>\nhttps:\/\/clarity.sutherlandglobal.com\/blog\/accounting-minute\/the-case-for-rpa-in-retail\/<br \/>\nhttps:\/\/www.linkedin.com\/pulse\/5-most-persistent-myths-around-robotic-process-bart-van-der-mark\/<br \/>\nhttps:\/\/www.pega.com\/sites\/pega.com\/files\/docs\/2017\/Jul\/robotic-process-automation-101-slides.pdf<\/p>\n<p>Software Providers<\/p>\n<p>UiPath<br \/>\nBluePrism<br \/>\nAutomation Anywhere<br \/>\nEdgeVerve &#8211; AssistEdge<\/p>\n<p>POC<\/p>\n<p>This POC allows the bot to mimic efforts to screen scrape a web page for products and their associated prices.  It is meant only to provide a simple example of the technology for discussion.<\/p>\n<p>UiPath &#8211; Download at https:\/\/www.uipath.com\/community-edition-download<\/p>\n<p>After installing, start the application<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6747 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f0786f1b20.png' \/><\/p>\n<p>Select a Blank project<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6748 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f0790dd89b.png' \/><\/p>\n<p>Name your project, select a location, and optionally enter a description<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6749 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07a28135a.png' \/><\/p>\n<p>After installing, ensure the Excel Activities Pack is installed (required for this POC).  Type CTRL-P to open the Package Manager<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6750 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07b1c0f27.png' \/><\/p>\n<p>Once in the UI, initiate a web recording session as shown below<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6751 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07ca09d73.png' \/><\/p>\n<p>On your open browser, navigate to a URL with catalog type data.  We selected the following URL for our POC:  https:\/\/www.express.com\/mens-clothing\/shirts\/1mx-shirts\/cat270001  Once on the page, select the following menu path <\/p>\n<p><img alt='' class='alignnone size-full wp-image-6752 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07d7acd4f.png' \/><\/p>\n<p>You are prompted to select an element for extraction.  Simply click Next<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6753 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07e8aef7a.png' \/><\/p>\n<p>For our POC, we selected the product name<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6754 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f07f622440.png' \/><\/p>\n<p>You are then prompted to select a second element in the same class.  This is done to ensure the software can identify all samples of a given pattern that we select.  Simply click next.<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6755 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f0807a084d.png' \/><\/p>\n<p>Again, we select the product name on the SKU next to our first selection<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6756 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f081472f94.png' \/><\/p>\n<p>Finally, we name our extracted field.<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6757 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f082132917.png' \/><\/p>\n<p>The resulting window shows us our current extract.  We drag this window up by grabbing the top of it if we can&#8217;t see the bottom.  We then click the &#8220;Extract Correlated Data&#8221; button. <\/p>\n<p><img alt='' class='alignnone size-full wp-image-6758 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f082caad7e.png' \/><\/p>\n<p>In our case, we would also like the price for the correlated product, so we perform the same exercise, only we select the price text<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6759 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f0843e021d.png' \/><\/p>\n<p>As earlier, we name this extracted field Price<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6760 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f084d2270d.png' \/><\/p>\n<p>Finally, we click Finish<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6761 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f085818144.png' \/><\/p>\n<p>If we have more than one page, the software will crawl all entries<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6762 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f086531bfa.png' \/><\/p>\n<p>Below, we show how we select the Next image to instruct the software how to get all matching samples<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6763 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f0874df00e.png' \/><\/p>\n<p>Hit the escape key to exit recording mode.  This takes us back to the UiPath main window.  We drag a drop the &#8220;Write CSV&#8221; component as shown below<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6764 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f087e4bb7a.png' \/><\/p>\n<p>We then enter the values shown below to complete our POC<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6765 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f088ae3f6e.png' \/><\/p>\n<p>We navigate to the file location we selected, and see our output<\/p>\n<p><img alt='' class='alignnone size-full wp-image-6766 ' src='http:\/\/appcrawler.com\/wordpress\/wp-content\/uploads\/2018\/08\/img_5b6f089797fe9.png' \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>McKinsey Consulting defines Robotic Process Automation, or &#8220;RPA&#8221;, as follows: &#8220;RPA takes the robot out of the human. The average knowledge worker employed on a back-office process has a lot of repetitive, routine tasks that are dreary and uninteresting. RPA&hellip;<\/p>\n<p class=\"more-link-p\"><a class=\"more-link\" href=\"http:\/\/appcrawler.com\/wordpress\/2018\/10\/23\/robotic-process-automation\/\">Read more &rarr;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"footnotes":""},"categories":[33],"tags":[],"_links":{"self":[{"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/posts\/6745"}],"collection":[{"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/comments?post=6745"}],"version-history":[{"count":3,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/posts\/6745\/revisions"}],"predecessor-version":[{"id":6782,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/posts\/6745\/revisions\/6782"}],"wp:attachment":[{"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/media?parent=6745"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/categories?post=6745"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/appcrawler.com\/wordpress\/wp-json\/wp\/v2\/tags?post=6745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}