1. Whats RPA?
2. Flavors of RPA
3. History of RPA
4. The Benefis of RPA
5. The Downsides of RPA
6. RPA Compared to BPO, BPM, and BPA
7. Consumer Willingness for Automation
8. The Workforce ofthe Future
|Chapter 2: RPA Skills
1. On-Premise Vs. the Cloud
2. Web Technology
3. Programming Languages and Low Code
4 OCR (Optical Character Recognition)
5. Databases
APIs (Application Programming Interfaces)
7. Al CAnificial Intelligence)
8, Cognitive Automation
9. Agile, Serum, Kanban, and Waterfall
10, DevOps
1 Flowcharts
1.1 What Is RPA?
The word “robotic” does not refer toa physical robot
that can automate human actions in the workplace
(generally for white collar applications
instead, itis abouta software-based robot (or bot)
in clerical and administrative functions).
Even the word This is» Titlee/strong>HTML would ultimately be 100 simple. So there emerged other systems to provide even richer
experiences, such as with CSS (Cascading Siyle Sheets, which provides for borders, shadows, and
animations) and JavaScript (this makes it possible to have sophisticated interactivity, say, with the use of
forms or calculations)
RPA must deal with such systems to work effectively, This means it will have to take actions like identify
the commands and lays so as to automate tasks,
2.3 Programming Languages and Low Code
‘+ A programming languaye allows you to instruct a computér to lake actions,
‘+ The commands generally use ordinary words like IF, Do, While, and Then. But there can stll be lots
of complexity. especially with languages that use advanced concepts like object-oriented
programming.
* Some of the most popular languayes today include Python, Java, C++, C#, and Ruby
* To use an RPA system, you have to use some code ~ but it's not particularly difficult. It's actually
known as low code. As the name implies itis about using minimal manval input
For example, an RPA system has tools ike drag-and-drop and visualizations to create a bot. This is not 0
imply that low cade does not need some training, To do low code correctly, you will needto understand certain
Iypes of workflows and approaches,
24 OCR (Optical Character Recosnition)
+ A-key feature for an RPA platform is OCR (Optical Character Recogn)
n), a technology that has
actually been around for decades,
has two parts: >Documen scanner (which could even be somthing ike your smartphone)
sofware that recognizes tes.
In other words, with OCR, you can sean an image, PDF, oF even handwritten documents ~ and the
{ext will be recognized. This makes it possible to manipulate the text, such as by transferring i onto
m or updating a database
There are definitely many challen
es wih effective OCR scanning, such as
+ Thesizeofa font
+The shape ofthe text
+The skewness (is the text rotated or slanted?)
+ Blurred or degraded text
+ Background noise
+ Understa
ling different languages4
‘Then how docs this technology help with RPA? vvorking on an application. The OC,
" hile
+ One way is with recoding a person's actions wl
oe e uals on the screen, So, eve,
vist
beter eapture the workMows by regnizing words and other
fy them,
there sa change ofthe locaton ofthese items, the RPA system can still identi
‘Something else: Automation involves large numbers of documents.
Thus, OCR will greatly improve the processing. An example ofthis would be processing loan
With OCR, a document will use OCR to extract information abo!
background, the information about the property, and any other financial deta
RPA system will apply the workflows and lasks to process the loan, say, with apply
rules and sending documento different departments and regulatory agencies
Bur there are OCR systems that can help ou, sueh as Hyper Science. The sofware leverages sophisticated
ua person’s financial
ils Afler this, the
ng various
‘machine learning (ML) technology to quickly and accurately exact the information (understanding cursive
Writing, for example),
2.5 Databases
* At the hear of most applications isa database, which sores data thal can be searched and updated.
This is usually done by putting the information in tables (ie, rows and columns of information).
+ To ineract with his, there i a scripting language called SQL (Structured Query Language), which
was relatively easy to lam
‘+ It a5 not until the late 1970s that relational databases were commercialized. led by the pioneering
effons of Oracle
* While relational databases proved io be quite effective, there were sill some nagging issues. Perhaps
the biggest was data sprawl. Another problem was that relational databases were not cheap.
‘And as new technétogies came onthe scene, suchas cloud computing and real-time mobie applications, it became
more di
to process the data
‘+ In the meantime, there have been new approaches that have gone against the model for relational
databases, They include offerings like MySQL (whieh is now owned by Oracle) and PostereSQI
Yer these systems did not zet enough traction inthe enterprise
‘+ But there is one next-generation database technology that has done so: NoSQL. It also began as an
‘open source project and ssw tremendous growth. As of now, MongoDB has 14,200 customers across
100 countries and there have been over 70 million downloads.
+ Where relational databases are highly struciued, a NoSQL. system is quite exible. 11s based on a
‘document model tha can handle huge amounts of data at pelabyte scale
Imoloyy. Yet relational
# And going forward, there is likely 10 be much innovation with database 1
databases will remain the majority of what companies use ~ which also means dha this will also be
what RPA interacts with as well,
26 APIs (Application Programming Interfaces)
oe
\fee
An APL
Which isthe acronym for “a
plication programming interface” ~ is software that connects
{wo applications Programming interface” —is software that
For example:
‘ample: let's say you want to c
SAY You want to create a weather app. To get access to the dala, you can setup an
API, w .
Wh ofen is tiysruighvorward suchas by puting together a few lines of code to make
data requests (say
\ “Wess (Say forthe city). By doin this, you will increase the sped ofthe development
Pls are pervasive
ATE Pervasive in entemprise environments since they ate so effective. They also have differen
structures. Althougt
; the most common is a REST (representational site transfer) APL
1S tre that APIs can he used asa form of automation
The technology requires having people with echnical backgrounds. The development of an API can
‘ake time and require complex integration
There is also the need for ongoing esting, However, there are third-party services that can help ou
‘There must be focus on maintaining an API (it’s not uncommon for an API to break if there isa
change in the structure)
+ APls can sil hve bugs and glitches especially when in complex IT environments.
Because ofthe difficulties, RPA has proven to bea very attractive alternative.
Again, the development is much easier and there is less of a need for integration. But, interestingly enough,
2n RPA platfomm can bea vehicle for delivering advanced APIs within the enterprise
2.LAL (Artificial Intelligence)
A ypical RPA system does not have much Al (Antificial Intelligence). The main reason is that thereis @
literal carrying out of tasks, which does not require any smart system, But as AI gets more powerful and
accessible, RPA will increasingly start to use this powerful echnology ~ which should greatly enhance the
outcomes,
AL Is software that ingests large amounts of data that is processed with sophisticated algorithms that help
answer questions, detect pattems, or lear. Interestingly enough, Al is actually made up of a variety of
subcategories
Machine Learning : This is where a computer can leam and improve by processing data without having to
beexplictly programmed. Machine learning is actually one of the oldest forms of Al and uses traditional
statistical methods like kenearest neighbor (k-NN) and the naive Bayes classifier,
Deep Leaming: Deep leaming became a major force in AI, Some of the important factors For this included
the enormous growth in data, the use of GPUs (graphics processing units) that provided for ultrafast parallel
and innovation in techniques like back propagation,
ng so-called neural networks ~ such as, recurrent neural networks (RNS)
Deep leaming is about us
convolutional neural networks (CNN), and generative adversarial networks (GANs) ~ to find patterns that
humans ofien cannot detectNLP (natural language processing): This is AI that helps understand conversations. The most notable
‘examples of this include Siri, Cortana, and Alexa
‘But there are also many chatbots that focus on specific uses eases (say, with providing medical advice)
‘tific! intetigence
Machine Learning
Figure 2-1 Vhissahigetevel bok atthe hey compinents ofthe AL
world
nder, or
Ss: According 1o IBM: “Bad data can contain implicit racial
‘deologicalbiases. Many Al systems will cominue to be trained using bad data
‘making this an ongoing problem,”
2Causaion: Huinans have 9 strong grasp of this, We know what vill happen if
We use @ hammer fo hit aplss. I's prety much instinctive, But Als another matter.
ion ~and this isa
This technology is really about finding correlations in data noc
major limiting factor.
=2Common Sense: A human does not have to process many cases to understand certain rules of thumb. We
jusinaturally understand them. But with Al, eommon sense has been extremly dificult o code because ofthe
Jambiguity and the lack of useful data for the seemingly infinite use cases.
Black Box ; Deep learning ean have an enormous number of layers and parameters
nearly impossible for @ person to understand why the model is peneratiny certain results. Now there is more
his means it can be
innovation in uying 10 find ways 1 understand deep learning outcomes ~ whieh is something called
“explainabilty”~ but the efTorts are sil in the nascent stages,
2Comprchension : An Al system cannot truly understand what it is reading or observing,
For example, if it read War and Peace, it would not be able 10 provide thoughts on the characterdevelopment
themes, and so on
lions to learn, But of course, the real world is much
Sialic’ It is also possible to conduct millions of sin
ended, and chaotic
more dynamic, opeAc
Heepiual Thinking: AI cannot understand abstact ideas lke justice, misery, or happiness: There i als0
{ack of imagination and creativity
Bain:
| 2Brain: I's really a miracle of evolution. A typical brain has 86 billion neurons and
| Sructured Data This is data tha is formatted socal security numbers, adresses, point of sale informatiln
etc) that cam be stored ina relational database or spreadsheet
2Unsmered Daa This dta tha is ufomated (mags, vies, viens, PDFS, aalls and ave
files
Focthe most pan RPA ses srctred daa, However his reese about 3% of wha's asset 2
typical organization. Bu with Al, an RPA system will likely be much more effective since willbe better able
in process wnstrctred data
Frherore there ae other potential benefits ofthe technology: judgement. he use of reason nd the
tection ot highly omplx ates. With hese th automation wl be greatly enhanced helping with things
Tike detecting frau.
28 Cognitive Automation
Consider cognitive automatian to be an application of Al actally
«Fist ofall tis automation uses.a combination of technologies like speech recognition 3d NLP.
By doing thi the ga sto replieate human actions 25 best as posible, such a= by analysing
patterns of workers and then finding patterns and correlations.
«somthing else: Unlike other forms ofA, engntive automation is usually effective with the use
trmuch ees data There may also be not as much reliance on highly technical talent, such as
data scientists
2.9 Agile, Scrum, Kanban, and Waterfall
In today’s world, software development has become even more difficult because ofthe
emergence of new platforms lke the cloud and the hyb
cloud, This is why it's important
to look a software management approaches
Mone is called Agile, which was created back in the 199% (a big part of this was the publication of the
Manifesto for Agile Sofware Development)
The focus ofthis was to allow for incremental and iterative development, which beg
ins with a detailed plan
-rhis also requires much communication across the eams and should invalve people from the-b
ofthe organization.
ss side
[Nowadays, Agile as gotten easier because of the emergence of sophisticated technologies like Slack and
Zoom that help with collaboration."y asta week oF Wo
done as quick sprints, which ma
This i actually a subset of Agile. But the iterations are
manageable (ust asa side
‘This can help with the momentum ofa project bu also make a larger project more ne,
fo g well with software
nove: Scrum was fis used for manufacturing but it was later Found 4 work quite well wil
developmen)
3. Kanban:
“This comes fom the Japanese word for visual sin or card the roots ofthe system go back 10 Toyota's
high-quality manufacturing processes)
So yes, with Kanban, there i the use of visuals to help streamline the process. What's more, te general
approach is similar 1o Agile as there i iterative development,
fl
fall
This isthe adtional code development model, which goes back tothe 1970s
The waterfall model i a structured plan that goes over each step in much det
‘To elp tis along, there may be the use ofa project management too, say, a Gantt chart
While the waterfall approach has its advantages, it has generally allen out of favor
Some ofthe reasons areas fellows: It can be tough to make changes, the process can be tedious, and there is
often a risk of a project being late
210 DevOns
‘+ DevOps has emerged as a eiical part of a company’s digital transformation
+ The“Dev" part ofthe word is actally more than ust about coding software
+ I also refers to the complete application process (such as with project management and quality
assurance or QA), As for “Ops,” itis another broad term, which encompasses system engineers and
administrators as well as database administrators, network engineers, security experts, and operations
stall.
‘+ For the most pan, DevOps has come about because of some major tens in IT. One is the use of
‘agile development approaches . Next isthe realization that organizations need wo com
‘and operational staff when introducing new technologies and innovations
‘And finaly, DevOps has proven elective in working with cloud computing environn
LLL flowcharts
+ An essential part of RPA understands workllows and systems, the use of Mowcharts is commion
1S usually athe core ofthe software application.
‘+ With a Nowchan, you can both sketch out the existing workflows
‘department And then fiom
hete, you can brainstom ways of improving themThen you can use the flowchart to design a ot fr the automation
The Mowchar is relatively simple to use andi also provides a quick visual way to understand what
‘you are dealing wth, As the old saying goes, picture is worth thousand wards. =
+ some ofthe basis:
‘Teaminator: This isa rectangle with rounded comers and is used to start and end
theprocess, as seen im Figure 2-2
Figure 2-2 Ths is terminator, which stats and ends 2 flowchart
Process This is repesented bya rectangle, With his there i nly one nes step he proses
Figute 2} shows an example
a
Decision: This is a square symbol that i at an angle. There will be at last wo possible
paths, Figure 2-4 isan example
Fipure 24 This shows a decision process ina flowchart