Unlocking

Potential
A Starter Handbook to
Robotic Process
Automation (RPA)
Contents

01. Executive Summary

02. What is RPA?
03. Moving along the
Artificial Intelligence (AI)
Continuum

04. When is RPA Relevant?

05. Benefits of RPA
06. Challenges faced by RPA
07. Guiding You on Your RPA
Journey

08. Best Practices for RPA

Implementation

09. Concluding Thoughts

Executive Summary

Across industries, Robotic Process

Automation (RPA) has revolutionized the
way we think about and execute business,
IT support and back-office processes.
The emergence of RPA is promising new
developments in business process
automation and has helped reimagine
the way an organization functions. It has
enabled businesses to improve the In this white paper, we look at how
efficiency and effectiveness of their businesses that are under pressure to
operations at reduced cost. control costs and increase productivity
and results, can employ bots to transform
their business by automating their
Although automation has been growing
functions and processes. We aim to
slowly in the business world for the last
bring clarity with respect to -
decade, it has only been in the last few
years that businesses have started turning
to Robotic Process Automation (RPA) to
improve productivity and reduce costs. Benefits of embracing RPA
The reason for this has been the maturing
of technology from rudimentary machine
automation into software ‘robots’ that
mimic the actions of a human user while
performing the same activity on a larger Identifying areas of high potential
scale. for RPA

According to Gartner, adopting

RPA is not a matter of ‘if’ but Challenges faced during
‘when’. It is critical for companies implementation
to start implementing it as soon
as possible.

Given that RPA has the ability to produce Critical success factors for a
an ROI in the range of 30% to 200%, successful RPA implementation
embracing a more holistic approach would
allow businesses to realize its full potential.
At Opteamix, we have developed our own
implementation methodology, approach
and accelerators that considers, not only
the challenges faced while executing RPA,
This paper will also outline the customized
but also the best practices that would assist
approach and strategy that Opteamix will
in building an RPA Center of Excellence with
adapt to ensure a successful implementation.
a special emphasis on achieving the highest
Return on Investment (ROI).
What is RPA?

Robotic Process Automation (RPA) can be

defined as the automation of high-volume and
repetitive and mundane manual processes, by
engaging advanced software robots a.k.a. ‘bots’.
RPA lets organizations automate these tasks as if
a real person was executing them across
applications. RPA uses software robots to ‘mimic’
the actions of a trained user to perform a task,
including the decision points involved in
accomplishing it.

Slated as the next advancement, RPA is poised

to make a significant input in automating business
processes. Nestled within systems, traversing
through various applications inputting, checking,
updating and processing faster and with more
accuracy than a person can. RPA is suited to any
organization that deals with repetitive high-volume
tasks. RPA enables productivity optimization to the
maximum by redefining the way work is executed and
reassigning employees to perform customer-centric
and higher-value activities. RPA at a higher level
can be configured to work on command interfaces
as well as, offline with SQL databases.

RPA adoption is increasing, it is predicted to be one

of the most impactful technology adoptions across
industries delivering a considerable Return on
Investment (ROI). According to a report by
McKinsey & Company, up to “45% of the activities
individuals are paid to perform can be automated
using current RPA tools”. Additionally, McKinsey &
Company also predicted that the additional labor
productivity of RPA is expected to be equivalent
to the output of between 110 million to 140 million
workers. These figures bring out the importance of
RPA as a tool of choice for business leaders, looking
to transform dated functions and achieve business
goals.
Moving along the
Artificial Intelligence (AI) Continuum
Although RPA is an emerging technology, While conventional RPA automates repetitive
the benefits reaped have shown and menial tasks, cognitive automation can be
that it has the potential to take businesses leveraged to automate complex tasks that
to the next level of digital transformation. require the simulation of human decision
As companies embrace automation and processes. At its core, IPA/ CPA is the
increase its application within the system, continuum of technologies that will help
the next logical step is to move towards organizations automate both business
Intelligent Process Automation (IPA) or processes and operations by combining
Cognitive Process Automation (CPA) to standard robotic process automation with
leverage the power of AI-based technologies machine learning. The convergence of
such as Machine Learning, Natural Language process automation backed by Artificial
Processing and Cognitive Computing. Intelligence has resulted in capabilities which
When combined with these next-generation were unimaginable just 10 years ago and are
digital technologies, RPA will evolve into driving the next generation of digital
Intelligent Process Automation/ Cognitive transformation.
Process Automation, delivering additional
value by learning and adapting to optimize
its processes.

Machine learning,
knowledge based

Front - end
automation,
Workflow based Advance machine intelligence,
Natural Language Processing,
Big Data, and real-time analysis

Cognitive Process
Basic RPA Enhanced RPA
Automation
At Opteamix we recommend adopting a
3-stage approach to ensure a successful
implementation of a stable Cognitive Automation
solution for an enterprise.

Basic RPA
This involves automating swivel chair
processes based on predefined rules.
It involves automating tasks where
data is manually entered from one
system into another system based on
a set of rules.

2
Enhanced RPA
Intelligent tools and basic
machine learning are applied to
build a knowledge base that
helps in automating complex
tasks involving basic decision
making. This phase is a crucial
enabler in moving up the AI-RPA
continuum.

3
Cognitive Process Automation
A combination of solutions such
as Advanced Machine Intelligence,
NLP, big data, and real-time
analytics is used to develop RPA
solutions that have automated
reasoning and decision-making
capabilities including the ability to
recognize and respond to
human speech.
Industries Benefiting
From RPA

Banking and
Insurance Retail Financial
Services

Healthcare Government Manufacturing

Services

Finance and Supply Chain

IT and Logistics
Accounting
When is RPA Relevant?

RPA is a technology service made Although RPA can automate most business
possible by orchestrating a digital processes, not all processes are ideal
candidates for implementation of RPA.
workforce of software robots that
Opteamix’s RPA experts will help you analyze
accelerates growth in business the process from a feasibility and value
capabilities. proposition point of view and help decide
on the ideal process for RPA implementation
Given that RPA is a software-based solution as part of our RPA Assessment Services.
and is technology-agnostic, it can be
implemented to work on top of a multitude Based on our dexterity in implementing RPA
of existing IT platforms, including mainframe for various clients, we have developed an
terminals, web applications, desktop Assessment Methodology to identify ideal
applications and legacy ERPs. An RPA ‘robot’ processes that would deliver optimal ROI.
can be trained to capture and interpret data
to process a transaction, manipulate data,
A list of criteria that we use to evaluate the
or to trigger a response within an application
suitability of a process for RPA
and communicate with other systems.
implementation is as follows:

The RPA implementation is non-disruptive The task is highly manual and tedious
as it involves front-end integration without
any changes to the existing IT infrastructure There is a high likelihood of human error
or underlying applications. Since it is not
technically integrated, there is no requirement The task is rule-based with low exceptions
of complex integration. This results in reduced
application time and low cost of High volume and time consuming
implementation. Given the quantum of reduced
time, unlike typical IT projects, RPA Human judgment is not involved
implementations deliver results in weeks,
rather than in months. Repetitive in nature

RPA can be applied across industries for a wide Involves two or more document formats
range of business functions including
automation of office tasks such as Accounting,
Customer support, Order management and any
rule-based business process.
Benefits of RPA

The economics of Robotic Process Automation (RPA) implementation is a compelling value

proposition for any business. Over the last few years, an enormous number of companies have
invested in RPA and have reaped benefits from it.
Here are some of the advantages of robotic automation implementation:

Business Efficiency Employee Satisfaction

Give back hours to the business RPA frees employees from mundane
Reduction in average handling time tasks

Digital Workforce that works around Empowers business users and frees
the clock up IT resources

Cost Savings Higher Quality

Between 20% to 50% reduction in Elimination of human errors

processing cost Improvement in process output
Return on investment within 6-12 quality
months Improved auditing and reporting
for compliance
Challenges faced by RPA

RPA has revolutionized the way tasks are performed and has the potential to deliver a host of
benefits, including reduced costs, enhanced efficiency, and increased productivity. However,
as with all emerging technologies, there are inherent challenges and risks that one needs to be
familiar with before implementing an RPA solution. Based on our experience in working with
RPA projects of various sizes, types and complexity, we have listed a few possible roadblocks
that could be encountered along the way:

State of RPA Technology Exception Scenarios

The current RPA tools have technological Although it is expected to automate tasks
limitations that hinder automation of that are straightforward, there is a need to
tasks involving complex human judgment be cognizant of the exceptions within a task.
and the technology that is required to
implement intelligent automation, Existing IT Infrastructure
is still in its infancy.
If the underlying systems that the RPA solution
will be interacting with, are unstable or do
Choosing the Right Candidate
not allow integration using RPA, the solution
RPA can be leveraged to automate tasks may not work.
that that are repetitive, rules-based,
high volume, and do not require human Inconsistent Outcomes
judgment. Choosing a task that does not
satisfy these conditions will result in There is a need to build control and tracking
implementation hurdles. There is a need to mechanisms into the newly automated
do an assessment before selecting a task environment to measure and address
for implementation. unintended consequences. This way,
outcomes can be predictable and measurable.
Setting Realistic Expectations
One of the biggest challenges faced when Silo Implementation
it comes to implementing RPA is viewing it When businesses configure RPA without
as a silver-bullet panacea for operational involving IT, they risk crossing wires when
problems and broken processes. Businesses it comes to IT architecture, infrastructure
need to recognize the limits of what RPA and security. If the IT department is not made
can and cannot do and have realistic aware of the presence of RPA for one of its
expectations of the RPA’s functionality, processes, then that application along with
implementation timeline, and operational its stored information can be compromised in
results. case of a data wipeout. As a practice, IT must
be involved in every step of the way.
Guiding You on Your RPA Journey

RPA is poised to become a widespread With the knowledge that RPA can be a great tool
enterprise technology, making automation for immediate cost reductionand for creating
part of the core business process rather process efficiencies, businesses still require a
than a one-off solution to fix problems on partner, who not only has the required technical
a limited scale. Businesses who have started expertise, but also a robust and proven
with simple RPA solutions have realized methodology for RPA implementation.
remarkable ROI from their RPA investments.
In other words, successful businesses of At Opteamix, we believe that organizations of
tomorrow will be the ones who have tomorrow will be built on the foundation of a
embraced software robots today. strong Digital Workforce. Our methodology
helps businesses derive optimal value from an
To implement RPA successfully it is extremely RPA implementation, defining and ensuring a
important to have an integrated and holistic kickstart in reaping benefits from this emerging
strategy along with an agile implementation technology.
framework.

Opteamix works with businesses across the RPA journey that can be broken
down into three phases :

Implementation and
Discovery Operate
Roll-out

Educate business and IT Process Mapping Monitor, Maintain and

operate the robots
Identify and prioritize Infrastructure
processes for potential RPA Enhancements and
implementation Agile development and defects fixes
testing of RPA scripts
Conduct Proof of Concepts Build an RPA CoE at the
(PoC) to demonstrate the Deployment organization level
capability and benefits of RPA
Reviews and Feedback
Define Roadmap for
Implementation Training to business and IT

Develop plan for roll-out of

RPA Center of Excellence
(CoE) at organization level
At Opteamix, we have developed an in-house RPA Assessment approach to identify and
evaluate the RPA-potential of business processes that will result in optimal ROI. This assessment
will be conducted by Opteamix’s RPA experts using a detailed questionnaire that is based
on the best practices carried out by specific industries, as well as our experience in implementing
RPA solutions for our clients.

The assessment process is designed to help our clients gather information about the unique
characteristics of each process, to help drive the decision to automate. Our approach aims to
identify the processes and sub-process activity steps that can be automated.

RPA is shape-shifting
the Business and IT Landscape.
Get an Assessment done
for your company, NOW!

Get Started
Best Practices for RPA
Implementation

Although RPA offers tremendous opportunities to bring about efficiency and significantly reduce
cost, businesses need to be careful with the approach that is taken while implementing it.
A combination of deep process knowledge, technology expertise, and domain knowledge is vital
to ensuring the success of the implementation. Additionally, the implementation should
incorporate Industry-tested practices as listed below:

Build an Enterprise Automation Roadmap instead of working in silos

Start small and be realistic

Openly communicate what RPA means to your organization

Build the Business Case for RPA

List and prioritize the best suited RPA cases based on a proven
approach/ methodology

Determine and agree on realistic ROI expectations

Establish a well-defined governance structure

Enable strong collaboration between the Business and IT functions

Communicate success and lessons learned to create awareness across

the organization

Monitor bot performance and ensure adequate supervision

Address loopholes in business strategy rather than technology

Concluding Thoughts

The business model of the 21st century will continue to evolve digitally leveraging and
emerging technologies. Businesses are automating non-value added, repetitive and
routine tasks and re-imaging transactional processes using RPA. Robotic Process
Automation is not a silver bullet for all problems, but it can significantly impact the way
organizations execute their business functions in the future and should be seen as one of
the multiple avenues that a business can use to transform their organization digitally.

At Opteamix we understand the importance of digital technologies in business. We,

therefore, work at the intersection of business and technology to transform business
outcomes leveraging Robotic Process Automation. Take the first step into the world of
robotics, with Opteamix as your RPA partner.

Authors
Walt Carper, Senior Vice President of Delivery, owns the leadership
of Opteamix’s delivery organization in North America and drives
Opteamix’s global practices and capabilities, providing local accountability
and seamless integration of services to ensure a successful outcome for
WALT CARPER our client. Walt brings with him leadership experience gained from his
Sr. Vice President 25 plus years of IT management experience with Fortune 500 firms across
North America. Walt holds a Masters degree in Systems Engineering from
John Hopkins University and is an experienced software delivery leader
with proven track record of turning business challenges into success
stories.

Rafi works with Opteamix as an architect and is responsible for designing

and developing next-gen products using Cloud, PAAS, Mobility and
Microservice architecture. Additionally, he provides technical leadership
in emerging technologies such as RPA, Mobility and Chatbot. Rafi has
RAFI MOHAMMED over 14 years of IT industry experience and he has worked with companies
Enterprise Architect
like Wipro and Accenture in the past. Rafi is known for spearheading
projects on a large scale and holds an MS degree from BITS, Pilani (India).
Contact

Opteamix is a US-based digital technology firm delivering crafted technology solutions

and services. Since the founding of the company in 2012, we have focused on solving our
client’s business problems using leading-edge digital technologies. As trusted technology
partners and digital technology enablers, Opteamix recognizes the need and complexity
involved in leveraging technology to create digital disruption We believe that the time to
leverage “Digital is Now”.  

www.opteamix.com

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