What Is Robotic Process Automation?

Robotic process automation (RPA) is a technology that enlists the help of bots, programs that can perform repetitive tasks directly from a user interface. Fast to deploy and easy to update, bots can be a powerful catalyst for system integrations. Bots can also help further business process automation initiatives.

Bots fill a special niche within a business process automation platform — where traditional automation methods would leave gaps in processes, bots can fill them in by working directly with the front ends of applications to simulate how a human would interact with the software.

Imagine a robot sitting in front of a computer looking at the same applications and performing the same keystrokes as a person would — while you hold the remote control that tells the robot when and how to work.

So, for example, in a process where you previously had to manually review a document, enter data or transfer information between systems, the robot fills in these gaps in what could be a more automated process. In addition, the bot by its nature will be more accurate and efficient than a human user.

Processes that are automated end-to-end, and more robust integrations for your systems mean more time for employees to concentrate on high-impact projects. Part of the beauty of robotic process automation technology is that it offers even non-technical employees the power to automate parts of their own workflows and gain the benefits that come from doing so.

The basics of RPA

Today’s organizations use a wide variety of business applications. When a legacy platform, web application, or in-house system lacks enterprise integration functionality, it’s likely that employees have to do manual work to keep information and content moving between systems as part of a business process. These manual steps in automated processes are sometimes called “automation gaps.”

RPA bots work directly from an application’s user interface, mimicking human actions, including logging in and out, copying and pasting data, opening emails and attachments and filling out forms. As they can act like a human, while still working with speed, efficiency and a lack of human intervention, these bots are particularly suited to fill automation gaps in business processes.

While this functionality may sound similar to screen-scraping or application macros, RPA has evolved beyond these solutions. For example, while macros follow a pre-determined script of fixed, linear commands, bots have the flexibility to learn over time and intuitively respond to changes in business processes. Also, in cases where you need multiple tools to run scripts for each business application, RPA can simplify the way users automate tasks by interacting with multiple applications at once.

The dynamic nature of robotic process automation makes it ideal for organizations that want to deploy integrations and automation solutions quickly in response to a need or a changing business climate.

The benefits of RPA

As a user-friendly and cost-effective tool, robotic process automation provides a number of advantages that are drawing interest from organizations across industries.

The business benefits of RPA include:
  • Low technical barriers: Programming skills are not necessary to configure a bot. Non-technical staff can use a process recorder feature to teach the bot how to perform a previously manual step in an automated business process, and integrate the bot-based automation into a larger automated workflow using a drag-and-drop process designer or similar tool.
  • Increased accuracy: Like many tools available as part of a process automation suite, bots are extremely accurate and consistent – they are much less prone to making mistakes or typos than a human worker. This can apply to common processes such as setting up or removing user accounts, copying information from one system to another, onboarding and off-boarding employees or populating forms based on information from another system.
  • Meet regulatory compliance standards: Bots only follow the instructions they have been configured to follow and provide an audit trail history for each step. The controlled nature of bots makes robotic process automation well suited for organizations that want to automate their business processes end-to-end while still meeting strict compliance standards.
  • No interruption of work: Bots can work tirelessly work around the clock, autonomously without requiring employees to re-activate them, allowing a more flexible schedule for business processes.
  • Existing systems remain in place: Unlike traditional integrations that may require extensive developer resources, RPA doesn’t require any changes to the systems you already use every day to be included as part of your automated business processes. Bots work directly from a user interface, just as a person would. This makes robotic process automation especially useful for integrating legacy systems, where APIs may not be immediately available, or in situations where organizations do not have the time or employee resources to develop custom code-based integrations.
  • Improved employee morale and employee experience: By utilizing robotic process automation as part of their automation tooklkit, organizations can open up further opportunities for employees to dedicate more of their time and talent to other work. While bots fill out forms, enter data and look up information from websites, employees can focus on high-impact projects that further drive growth.
  • Increased productivity: Process cycle times are more efficient and can be completed at a faster speed compared to manual processes.

What processes are suited for RPA?

Robotic process automation is a versatile, scalable technology that can be applied throughout the enterprise in a variety of industries. Top candidates for optimization with RPA are typically:
  • Consistent and routine
  • High volume
  • Prone to human error
  • Limited in requiring a person to make a decision
  • Manual data entry

In many cases, RPA can bring immediate value to core business processes including:
  • Payroll
  • Employee status changes
  • New hire recruitment and onboarding
  • Accounts receivable and accounts payable
  • Invoice processing
  • Inventory management
  • Report creation
  • CRM data updates
  • Software installations
  • Data migration
  • Vendor onboarding

For example, if a wealth management firm needs to update CRM data with contact details from a spreadsheet, RPA can record the actions that need to be replicated, map fields between the two interfaces and automate this repeatable task, saving hours of employees’ valuable time.

A virtual business assistant

We may think of RPA in the context of organization-wide processes, but it can be applied as a personal productivity tool as well. Employees will be able to identify many opportunities for robotic process automation in their daily work where bots can assist.

With RPA, employees are empowered to automate their more routine daily tasks, regardless of technical expertise. This low barrier to entry enables employees across the enterprise to benefit from RPA, even if there isn’t a resource-intensive, organization-wide deployment.

Furthermore, since all bots can be monitored and audited over a centralized server, IT would still be able to manage bots in use, while promoting flexibility in the organization for employees to deploy their own custom solutions.

Having a bot as a de-facto virtual business assistant can help employees offload time-consuming, routine tasks in favor of high-impact projects and elevating the customer experience.

Bridging integration gaps with RPA

One of the immediate benefits of robotic process automation is its ability to integrate systems where gaps previously existed. Enterprises that rely on legacy systems or third-party, external sites for everyday operations but currently do not have the resources or the means to integrate them using other methods can deploy bots to do so. Fast to deploy and easy to update, syncing data and processes without human intervention. Bots enable organizations to quickly deploy integrations that sync data and processes without human intervention, filling in gaps between systems for more complete, end-to-end automation solutions.

RPA and digital transformation

RPA can be an important tool in solving automation challenges and pushing organizations to grow into digital workplaces. However, it is just one part of an organization’s digital transformation toolkit.

Going beyond automating everyday repetitive tasks, RPA combined with traditional content services and business process management technologies can help organizations further maximize their potential as they make the most of their of automation strategies.

Robotic process automation is an ideal technology for reducing costs and increasing productivity. Whether optimizing end-to-end automation initiatives or enabling employees to be more efficient in handling projects, RPA is a powerful addition to any business process automation platform.

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Nature Coast Women’s Care & Family Medicine Accelerates Patient Processing with Laserfiche Cloud

Nature Coast Women’s Care & Family Medicine developed an automated patient intake process using Laserfiche Cloud. As a tech-forward, comprehensive family healthcare center that offers a wide range of services — including obstetrics, gynecology, preventative services, aesthetic medicine and family medicine — Nature Coast modernized its patient experience using digital forms, and shortened patient wait times by 75%. Accelerating patient processing proved to be an especially significant benefit as COVID-19 arrived in the U.S. and it became more important to lessen the amount of time patients were in the waiting room.

A Faster, Modern Patient Experience

Located in Tallahassee, Florida, Nature Coast Women’s Care & Family Medicine was started by Dr. Chukwuma M. Okoroji to advocate for patients’ health throughout all stages of their life. The practice prides itself on combining technology innovation with a proactive approach to patient care. The practice’s strategic planning led to the implementation of Laserfiche Cloud as a means to reimagine the patient intake process.

“Before using Laserfiche, our patients were instructed to come into the office early to fill out their new patient packet, and bring their license, insurance card — just all these pieces of paper,” said Tamearia Williams, practice administrator at Nature Coast Women’s Care & Family Medicine. “They’re filling out demographic information, financial information, etc. They would sit out in the lobby for about 10 to 15 minutes, sometimes longer, to fill out that paperwork.”

Once the front desk staff receives the paperwork, they check to make sure everything is complete and accurate before scanning the packet into the patient chart in the electronic medical record system. While the legacy process was similar to many other clinics’ patient intake process, the Nature Coast team saw opportunities for improvement. By digitizing the intake form, the clinic could reduce errors that may occur when patients fill the form out with a pen and paper, and ensure all necessary information is captured without having to return the form to the patient. Additionally, offering the ability to submit the form online would reduce wait times for all patients and streamline work for the practice.

The Nature Coast team worked with Business Automation Pros, a Laserfiche solution provider, to implement Laserfiche Cloud content management and realize their vision for a digital patient intake process.

“Nature Coast Women’s Care & Family Medicine is one of the few healthcare facilities in the region that has a digital patient intake process, which is a testament to the organization’s forward-thinking approach, and commitment to providing the best possible experience for patients,” said Ja’Baree Allen, president of Business Automation Pros. “We worked with the Nature Coast team to digitize the process just before COVID-19 arrived in the U.S. and stay-at-home orders began to take effect, enabling the clinic to continue caring for patients without missing a beat.”

Using Laserfiche, Nature Coast Women’s Care & Family Medicine replaced the in-person, manual process with an online form that patients can submit before even setting foot in the office.

Once the patient submits the intake packet online, the information is sent to the front desk team, who receive an email notification of the new patient. The information is pushed over to eClinicalWorks, the electronic health records system.

“Our front desk staff just needs to press a button and all the patient’s information is put into eClinicalWorks, which sets up the initial appointment,” Williams said. “There’s no wait time once they arrive. Laserfiche frees up a lot of time for staff and reduces the amount of time patients are in the office.”

The Cloud Advantage

For the team at Nature Coast, selecting a cloud-based content management system aligned well with the practice’s approach to technology. “We’re very tech driven here, so we like cloud-based everything,” Williams said. “We are in this office to treat our patients. So we need our technology to be top-of-the-line, all across the board. We need the ability to be remote, now more than ever. And no matter where we are, we need access to our files and our electronic medical records.”

The need to protect patient information also played a large role in the decision to implement Laserfiche Cloud.

“Being a healthcare organization, data security, HIPPAA and regulatory compliance plays a large role in our decision-making process,” Williams added. “Protecting patient information is just something that we know we must do on a day-to-day basis. Laserfiche offers the ability to see who can see what in what folders on a granular level, which is a big benefit. And Laserfiche records management is DoD-certified, which makes us feel very secure using the system and protecting the information that we are putting into the system.”
Female Doctor Wearing Scrubs In Hospital Corridor Using Digital Tablet

A Prescription for Digital Transformation

Since implementation, Nature Coast has received positive feedback from patients and staff about the new digital intake process. “Patients aren’t sitting out in the waiting room filling out paperwork, and there’s no longer the issue of forgotten driver’s licenses or insurance cards — they’ve already sent us the information we need,” Williams said. “Nothing is missed. They get here and check in, they’re seen, and then they’re on their way.” She estimates that they have shortened wait times for new patients by 75%.

Nature Coast Women’s Care & Family Medicine continues to build on the success of the new patient intake process. Human resources and financial are the next departments that will digitize records and processes, with plans to put the clinic’s job application online using Laserfiche Forms. As Nature Coast automates more of the clinic’s repetitive tasks, Williams also plans to take advantage of Laserfiche’s process analytics to help grow the practice.

“We’re hoping to increase our new patient volume,” Williams said. “Once we get more data, and more of the organization starts using Laserfiche, those analytics will be key.”

Find out how Laserfiche Cloud can transform how you do business. Experience Laserfiche Cloud today.

Bubblelab Laundry Strengthens Digital Project Management Capabilities to Optimize Costs and Service Quality

Bubblelab Laundry Sdn Bhd builds, operates and maintains 24-hour self-service laundry chains throughout Malaysia. The company started with three outlet locations in 2013, and has since expanded to more than 200 facilities. This expansion has resulted in day-to-day operations growing increasingly complex due to increased customer demand and routine maintenance. In 2018, the laundry chain implemented Laserfiche to digitally transform its maintenance management processes, enhancing communication between the company’s employees, boosting productivity and supporting Bubblelab Laundry’s continued growth.

“Within a few weeks of our system going live, Laserfiche helped us achieve continuous improvements in our work environment, performance and productivity — impacting day-to-day business and aligning with our company values,” said Bubblelab Managing Director Kenny Wong.

Since working with solution provider, Ricoh (Malaysia) Sdn Bhd, to implement Laserfiche at the core of its digital maintenance management system across all store locations, Bubblelab has undergone a true digital transformation, improving employee productivity, streamlining project management and reducing costs organization-wide. These results included shortening staff response times to 1.5 days, exceeding the organization’s original target by 70% and contributing to cost savings that would enable Bubblelab to reinvest in staff and equipment.
Bubblelab storefront.

Simplifying the Project Management Laundry List

Bubblelab Laundry differentiates itself by providing an exceptional customer experience — prioritizing quality, speed and value. The company’s commitment to service, coupled with its franchising strategy, has led to steady growth throughout the country. The Bubblelab leadership team understood that the ability to scale maintenance processes would be key to expansion while maintaining the customer experience that was signature of the Bubblelab brand.

The organization traditionally relied on manual processes to support machine and store maintenance, which would not be sustainable as Bubblelab grew. In order to automate and optimize these processes, Bubblelab used Laserfiche enterprise content management to develop a digital maintenance management system.

The company selected Laserfiche for the ability to create custom electronic forms with an intuitive interface, recognizing the value in using various electronic forms and automated processes to replace paper and manual tasks. The Bubblelab team also saw potential in having access to Laserfiche’s Business Process Library, a collection of prebuilt processes that provide the downloadable tools necessary for rapid business process automation and deployment. Another important consideration for Bubblelab’s digital maintenance system was that it would be able to automatically route all important information to appropriate departments and employees for approvals, while also maintaining data security — something not possible with the company’s legacy ad-hoc processes and manual tasks.

Within a project timeline of just six weeks, the team was able to implement Laserfiche, train employees on the new system, and identify five workflows to digitize. The organization also identified key performance indicators for each process based on metrics including: entries in the defect logbook, corrective maintenance, preventive maintenance, material requisition and field staff clocking.

Empowering Remote Digital Collaboration Company-Wide

Today, Bubblelab outlet locations record all maintenance issues in their defect logbook integrated with dedicated Laserfiche workflows, through which service teams are automatically issued a corrective maintenance ticket containing project location, task information and deadlines. In the event a spare or replacement part is needed, rather than relying on emails and text messages to request materials, service teams can initiate a material requisition workflow through a Laserfiche Form to indicate the items needed, as well as the quantity and collection date. The information is automatically routed to stock managers for preparation, and team leads are then required to submit electronic documentation before and after the repair work to generate a service report, which includes maintenance descriptions, photographs, employee check-in/check-out times and overall project timeline. The service supervisor is able to run reports in Laserfiche that help schedule and distribute service tickets more effectively. As a result, a works schedule briefing that formerly took a half-hour daily has been eliminated.

Additionally, Laserfiche automatically sends employee hours to the human resources department for payroll calculations. The information also helps give managers a view of staff schedules and what service tickets are outstanding.

These digital workflows have helped maximize service team resources, including travel costs and time dedicated to scheduling and communication. Bubblelab’s digital maintenance management system also takes advantage of Laserfiche’s robust document management features including granular access controls and audit trail, enabling the leadership team to maintain information governance while improving efficiency and transparency for service teams.
Bubblelab store interior

A Fresh Start for Digital Transformation

Bubblelab realized increased productivity and reports of a more positive work environment within just seven weeks of deploying the new digital maintenance management system. Since the project’s launch, the company’s Laserfiche implementation represents a cost savings of more than US$44,000, a figure projected to grow.

“The ease-of-use and level of detail possible through Laserfiche gave us the confidence that these solutions could handle any of our growing requirements,” said Wong. “We have really enjoyed designing forms and processes while identifying what other departments we could digitally transform. Laserfiche truly exceeded our expectations, improving company-wide project management in ways we did not originally anticipate.”

Bubblelab management is also now able to make more data-driven decisions, which positions the company for further growth. The organization is now seeing response times that are 73.8% faster than the original target of four days, and management now has the tools and information needed to continue optimizing processes. Beyond the initial digital workflows, collected information has also been used to manage inventory through the accounting system, reducing time spent on daily data entry. These extensive benefits have contributed to improved employee morale as a major driving factor for day-to-day operations, allowing greater control over operations to match with long-term expansion goals.

Learn more about how to use ECM and process automation to improve response times, increase employee bandwidth and foster an innovative workplace with The Business Process Automation Buyer’s Guide.