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Robotic Process Automation (RPA) in Supply Chain Management: Use Cases and Implementation Tips

  • Transportation
  • 14 Jan, 2022
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What is RPA?

The benefits of rpa for modern supply chains, examples of rpa technology revolutionizing logistics operations, rpa use cases in the supply chain, integrated data transmission, order management, returns and after-sales handling, implementing an rpa program in your supply chain, step one: define goals and business benefits, step two: seek executive buy-in, step three: define change management processes, step four: create a center of excellence, complex but necessary.

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RPA in Supply Chain and Logistic Management | Use Case and Benefits

Dr. Jagreet Kaur Gill | 20 April 2023

Table of Content

In this article, additional resources.

  • Best Practices of RPA and its Challenges
  • RPA in ERP for Systems Transformation
  • RPA Use-Cases for Industry Automation in 2023
  • Drive Enterprise Transformation with RPA Solutions
  • Boost Automation with Enterprise Data Science Assessment
  • Talk to Certified RPA Consultant

RPA in Supply Chain and Logistic Management

Introduction to RPA in Supply Chain

It stands for Robotic Process Automation, which allows you to automate the Processes. It a technology that works within the software and eases human efforts and hence called Software Automation. It includes the Flow of Goods and Services between the organization and the suppliers. These terms coalesce to form RPA in Supply Chain that has enabled an efficient SCM in the industries. It on the other hand is the new lever to drive process efficiency and effectiveness. It reduces our workload by automating repetitive & straightforward issues. 

Robotic Process Automation technology gives the best result in automation testing with their tools, given developer tests his code daily. Click to explore about, Debugging the Myths and Facts

It involves steps that involved getting a product or service to the customer. Some entities are involved in the industry include are vendors, retailers, producers, warehouses, Transportation companies, and Distribution centers. It allows businesses to scale up swiftly to meet the business requirements as demand increases. Robotic process automation (RPA) is the use of software robots to automate routine, repetitive tasks in a variety of industries, including supply chain management. In the industry, it can be used to automate a range of activities, such as data entry, order processing, and inventory management.

Automated Processes via RPA in Supply Chain

Order processing and payments, onboarding of partners, shipment scheduling and tracking.

Shipment Scheduling and Tracking is the process for shipment of goods then schedule and managing it. Automate the Shipment by data entry automatically, Scheduling it by proper conditions on data, and Tracking it by unique ID and the ID generate when we schedule it.

Robotic process automation is a "speed to value" option that supply chain leaders in customer fulfillment can seize today. Source: Gartner, Inc

Procurement and Inventory

Supply and demand planning, customer services.

Good customer services typically mean providing timely, attentive, upbeat service to a customer. When customers demand goods or change in goods, it is directly going to the customer’s request portal of the organization. If the demand is new, it will add to the database.

Deploying it in Human Resource Management enable them to focus on more quality tasks. Click to explore about our, Robotic Process Automation in Human Resources Management

How is Robotic Process Automation aligned with Supply Chain?

To start with:

  • It is a multi-problem solution to continuously monitor inventory, shipment management, and notify inventory stock.
  • It provides a more efficient way to solve Supply and Demand planning through automation by gathering and merging information from the annual analysis.
  • It can analyze trends by examining sets of data and customer purchase activity.
  • It can run automated purchase orders with predefined criteria such as pricing, quantity, purchase volumes, and consumer purchase behavior.
  • It brings efficiency by running tasks in an automated and organized manner. Only the tasks with higher priority or exceptions are handed over to the procurement manager for a second review.
  • It works 24 x 7 and reduces human intervention to allow managers to take care of essential tasks requiring human decisions.
  • It and industry management can make invoicing and processing of documents from vendors and suppliers easier with accuracy.
  • It speeds up tasks such as extracting information from invoices, validating, and verifying so you can free up labor while ensuring that the invoices are handled correctly.
  • The fastest way to cut logistics costs is to optimize the pricing of sourced materials. Price look-ups and comparisons are time-consuming when done manually on 100's products. That's why price lookup is the prime candidate for automation.
  • It can routinely search for prices and compare the available materials to provide optimum output.
  • It makes handling data entry and integrations simple and less prone to error. Maintaining equipment is made easy with it.
The RPA Center of Excellence is a way to embed automation and redistribute resources across future deployments. Click to explore about, Guide to build RPA Center of Excellence

Steps to implement it in Supply Chain Management

Let's look at the steps for adopting Robotic Process Automation in an organization are:

  • Specific Process Identification

Identify the processes that can benefit from it. This involves analyzing the current processes and identifying the ones that are repetitive, time-consuming, and prone to errors.

  • Feasibility and General Process Type

Assess the feasibility of automating the selected processes. This involves evaluating the complexity and technical requirements of the processes, as well as the availability of resources and support from stakeholders.

Develop a plan for implementing it. This involves defining the scope and objectives of the project, as well as the timeline, budget, and resources required.

  • Selecting Tools & Technology

Choose the right tools and technology. Many tools are available in the market, and choosing the best suited to the organization's needs and requirements is essential.

  • Training As per the adaptability to change

Train the staff on the use of tools and technology. It is essential to provide training to the staff on the use of tools and technology, as well as on the processes that will be automated.

  • Deployment and Testing

Implement and test the Robotic Process Automation solution. This involves setting up the software and configuring it to automate the selected processes. It is also essential to test the solution to ensure it is working as expected.

  • Observability and Monitoring

Monitor and maintain its solution. Once its solution is implemented, it is essential to monitor its performance and make necessary adjustments to ensure it works efficiently. It is also essential to regularly maintain the solution up-to-date and ensure its continued effectiveness.

Future of Robotic Process Automation in Supply Chain Industry

It carries a good future in the companies. As it benefits the industries in a good manner as it reduces the process's time, it calculates the process correctly. If you do it manually, there will be a chance for errors, and when it comes to the big stock data, no organization will allow taking the errors.

73% of the organizations will use it for the process, which contains repetitive manual tasks. We can say that we have a good future with this technology. Companies that acquire its management enjoy greater accuracy, reduced costs, increased ROI, better customer value, and a host of other advantages.

How does Robotic Process Automation help the industry?

Given below are certain benefits of it in the Supply Chain in the SCM Industries:

  • Reduce the manual task increases the efficiency of work as it can automatically fix the data change in the database.
  • Increasing bots decrease in labor or workers. It will be beneficial to the organization because it shouldn’t have to onboard so many employees for every single work.
  • Efficiency in the data store is accurate. There can be possibilities of error in the database if a person does it, but a well-programmed robot doesn’t give any error.

Challenges towards RPA in Supply Chain

  • Management is the multi-step nature of processes. Problems arise when organizations leave automation after using it once. Their probabilities of error must be increased in the databases, or we need to calculate the goods transferring from one place to another.
  • All the processes must become slow as every task will be done manually.
  • Companies need automation for their ease of work. It affects the organization in cost and efficiency.
  • We need automatic machines in the factories these days. Similarly, Software processes also need automation. But the match doesn't ever happen.

Use Cases of RPA in the Supply Chain

Get to know some of the use cases for Robotic Process Automation in Supply Chain Management below:

  • Its managers use Robotic Process Automation in industry to create, update, and manage contracts and other data for better supplier management.
  • Retailers take advantage of it to ensure they have the right inventory levels to meet consumer demands.
  • Supply chain managers use it to research the supplier and manufacturer markets using consistent criteria, allowing for easier supplier selection.
  • Manufacturers easily respond to RFPs, questions, and quotes in a timely and accurate way.
  • Retailers and manufacturers get early shipping notifications, so they can plan to receive and process raw materials or finished products.
  • It can automate the data entry and processing of large amounts of information, such as invoices, receipts, and customer information. This will save time and make the processes less prone to errors.
  • Imagine your customer care attending to customers' inquiries and requests 24x7 along with answering frequently asked questions, being able to route the calls to relevant departments without any hassles. All in all, providing speed improves the customer experience.
  • It can automate team members information processing, such as leave requests, performance evaluations, and salary increases.
  • Automate the tracking and managing of the flow of goods and materials through it, including the processing of orders, shipments, and invoices.

10-28-2022 Digital Transformation_06 Blog-02 Build RPA Center of Excellence

“Happy automation makes your process of work more interesting.”

  • Discover more about Best Open Source RPA Tools
  • Know about How to Scaling Up RPA for Process Automation
  • Explore more RPA in Retail and CPG Industry
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Supply Chain Management Process Analytics

Beyond Basics: Deep Dive into RPA In Supply Chain Management

Eric J.

In this post, we’ll take a deep dive into RPA in supply chain management, exploring how it can help you automate repetitive tasks, reduce errors, and improve data accuracy. From order entry to inventory management, we’ll explore real-world examples of how RPA is transforming supply chain operations.

One of the hottest trends in todays data-driven business world is Robotic Process Automation (RPA).

RPA is a technology that automates repetitive, rules-based tasks that are typically performed by humans.

So, how does RPA affect supply chain management?

Well, for starters, it can help reduce errors and improve accuracy by taking over mundane tasks like data entry and processing.

This can free up your human employees to focus on higher-level tasks that require critical thinking and decision-making skills.

Additionally, RPA can help speed up processes, which can lead to faster turnaround times and improved customer satisfaction.

By leveraging the power of automation, companies can streamline their operations, reduce costs, and improve overall efficiency.

RPA Process Data Analysis Supply Chain Logistics

Understanding Robotic Process Automation (RPA)

Robotic Process Automation (RPA) refers to the use of software robots or bots to automate repetitive, rule-based tasks that were previously performed by humans .

These bots are programmed to mimic human actions, such as logging into applications, copying and pasting data, filling in forms, and more.

RPA is a type of automation that is distinct from traditional automation technologies, such as Business Process Management (BPM) and Enterprise Resource Planning (ERP), which require significant IT involvement.

RPA can be implemented quickly and easily, without the need for complex coding or system integration.

It is also highly scalable, allowing businesses to automate processes across multiple departments and functions.

How Does Rpa Affect Supply Chain Management?

Robotic Process Automation (RPA) is a game-changer for supply chain management, revolutionizing the way supply chains operate.

With RPA, you can automate repetitive and time-consuming tasks, reduce costs, increase productivity, and improve compliance.

In this section, we will explore the benefits of RPA in supply chain management and how it impacts supply chain operations, inventory management, customer service, data management , and digital transformation .

Benefits of RPA in Supply Chain Management

RPA has several benefits for supply chain management. By automating repetitive and time-consuming tasks, RPA can help you reduce costs, increase productivity, and improve compliance. RPA can also help you:

  • Improve accuracy : RPA can help you reduce errors and improve accuracy by automating data entry and other repetitive tasks.
  • Increase efficiency: RPA can help you streamline your supply chain processes and reduce cycle times by automating tasks such as order processing, invoicing, and shipment tracking.
  • Enhance customer satisfaction : RPA can help you improve customer service by automating tasks such as order status updates and returns processing.

Supply chain management Icon

RPA and Supply Chain Operations

RPA can have a significant impact on supply chain operations. By automating tasks such as order processing, invoicing, and shipment tracking, RPA can help you reduce cycle times, improve accuracy, and increase efficiency. RPA can also help you:

  • Optimize supply chain processes : RPA can help you identify and eliminate bottlenecks in your supply chain processes, improve visibility, and reduce costs.
  • Improve collaboration : RPA can help you improve collaboration between supply chain partners by automating the exchange of information and data.

Supply chain operations Icon

Role of RPA in Inventory Management

RPA can play a critical role in inventory management. By automating tasks such as inventory tracking, stock replenishment, and demand forecasting, RPA can help you optimize your inventory levels, reduce costs, and improve customer service. RPA can also help you:

  • Improve accuracy: RPA can help you reduce errors and improve accuracy by automating data entry and other repetitive tasks.
  • Increase efficiency : RPA can help you streamline your inventory management processes and reduce cycle times by automating tasks such as inventory tracking and stock replenishment.

Inventory management icon

RPA and Customer Service in Supply Chain

RPA can help you improve customer service in your supply chain by automating tasks such as order status updates and returns processing.

By providing customers with real-time updates on their orders, RPA can help you enhance customer satisfaction and loyalty. RPA can also help you:

  • Improve response times: RPA can help you reduce response times by automating tasks such as returns processing and order status updates.
  • Enhance communication : RPA can help you improve communication with customers by automating the exchange of information and data.

Customer Service Icon

RPA and Data Management in Supply Chain

RPA can help you manage data in your supply chain more efficiently.

By automating tasks such as data entry and data processing, RPA can help you reduce errors, improve accuracy, and increase efficiency. RPA can also help you:

  • Improve data quality : RPA can help you improve data quality by automating data entry and other repetitive tasks.
  • Enhance data analysis: RPA can help you analyze data more efficiently by automating data processing and data extraction.

Data Management Tools Icon

RPA and Digital Transformation in Supply Chain

RPA is a key enabler of digital transformation in supply chain management.

By automating tasks and processes, RPA can help you transform your supply chain into a more agile, efficient, and customer-centric operation. RPA can also help you:

  • Improve visibility : RPA can help you improve visibility into your supply chain processes by automating data processing and data extraction.
  • Enhance collaboration : RPA can help you improve collaboration between supply chain partners by automating the exchange of information and data.

Digital transformation icon

Icons by FlatIcon and Freepik

Process Mining in Supply Chain

Process mining is a powerful tool that can help you gain valuable insights into how your supply chain operates.

By analyzing data from various sources, process mining can provide you with a clear picture of how your supply chain processes work, where they can be improved, and how you can optimize them.

Process mining is a set of techniques that analyze operational processes based on event logs extracted from various sources such as databases, information systems or business management software.

Data Analytics And Process Mining Supply Chain

By analyzing data from different sources, such as your ERP system, warehouse management system, and transportation management system, process mining can help you identify areas where you can make improvements to reduce costs, increase efficiency, and improve customer satisfaction.

If you are curios to learn more about process mining and related topics, then check out  all of our posts related to process mining

Benefits of Process Mining In Supply Chain Management

Here are som benefits of using process mining in supply chain

Identify patterns and trends in supply chain with Process Mining

One of the main benefits of process mining in supply chain management is that it can help you identify patterns and trends that may not be immediately visible.

By analyzing data from different sources, process mining can help you identify patterns that may be contributing to inefficiencies or other issues in your supply chain.

For example, you may find that certain suppliers consistently deliver late, or that certain products are frequently out of stock. By identifying these patterns, you can take steps to address them and improve your supply chain performance.

Monitor supply chain performance in real-time with Process Mining

Another benefit of process mining is that it can help you monitor your supply chain performance in real-time.

By analyzing data from different sources, process mining can provide you with real-time insights into how your supply chain is performing.

This can help you identify issues as they arise and take corrective action quickly, reducing the risk of delays, disruptions, and other problems.

Tools and Techniques for RPA Supply Chain Management

When it comes to implementing RPA in supply chain management, there are various tools and techniques available that can help you streamline your operations and achieve better results. Here are some of the most popular ones:

Process Mapping

Before implementing RPA, it’s important to map out your existing processes to identify areas where automation can be most effective.

This involves documenting each step of your supply chain processes, from procurement to delivery, and identifying any bottlenecks or inefficiencies that can be addressed with RPA.

Intelligent Automation

Intelligent automation combines RPA with artificial intelligence (AI) and machine learning (ML) to create more advanced automation solutions.

With intelligent automation , you can automate more complex processes that require decision-making and problem-solving skills, such as demand forecasting and inventory management.

Data Analytics

Data analytics is an essential tool for RPA supply chain management, as it allows you to gather and analyze data from various sources to identify patterns and trends.

This can help you make more i nformed decisions about your supply chain operations and optimize your processes for maximum efficiency.

Cloud Computing

Cloud computing is another important tool for RPA supply chain management, as it allows you to store and access data and applications remotely, without the need for on-premise infrastructure.

This can help you reduce costs, improve scalability, and increase flexibility.

Robotic Process Automation (RPA) Software

Of course, the most important tool for RPA supply chain management is RPA software itself. There are many different RPA software solutions available on the market, each with its own strengths and weaknesses.

When choosing an RPA software solution for your supply chain, it’s important to consider factors such as ease of use, scalability, and compatibility with your existing systems.

By leveraging these tools and techniques, you can implement RPA in your supply chain management processes and achieve significant improvements in efficiency, productivity, and cost savings.

Supply Chain Management Process Analytics

Challenges and Solutions in Implementing RPA

Implementing RPA in supply chain management can bring numerous benefits, but it also comes with its own set of challenges. Here are some common challenges that you may face while implementing RPA in your supply chain management and their potential solutions:

1. Identifying the Right Processes

One of the most significant challenges in implementing RPA is identifying the right processes to automate. It is essential to choose processes that are repetitive, rule-based, and high-volume, such as invoice processing or credit checks.

However, not all processes are suitable for automation. It is crucial to analyze the processes to determine whether they are suitable for automation.

2. Resistance to Change

Resistance to change is another common challenge in implementing RPA. Some employees may perceive RPA as a threat to their jobs and may resist its implementation.

It is essential to communicate the benefits of RPA to the employees and involve them in the implementation process. This will help to alleviate their concerns and increase their buy-in.

3. Scalability

Scalability is another challenge in implementing RPA. As the volume of transactions increases, the RPA system may not be able to handle the load, leading to delays and errors.

It is crucial to d esign the RPA system with scalability in mind .

This can be achieved by using a modular approach that allows for the addition of new processes and resources as needed.

Calculating the ROI of RPA can be challenging, especially for small and medium-sized businesses.

It is essential to consider the cost of implementation, the time saved, and the reduction in errors and manual work.

It is also crucial to consider the long-term benefits of RPA, such as increased efficiency and improved customer satisfaction.

5. Integration with Legacy Systems

Integration with legacy systems is another challenge in implementing RPA.

Many supply chain management systems are built on legacy technology, making it difficult to integrate with newer technologies such as RPA.

It is essential to work with IT teams to ensure that the RPA system can integrate with the legacy systems.

In conclusion, it is crucial to identify the right processes, communicate the benefits of RPA to employees, design the system with scalability in mind, calculate the ROI, and ensure integration with legacy systems.

The Future: RPA in Supply Chain

As more and more companies adopt Robotic Process Automation (RPA), the technology is set to revolutionize supply chain management and logistics.

RPA can help automate repetitive, time-consuming tasks, such as data entry, and improve workflows, thereby increasing productivity and reducing transaction times.

In the next two years, 72% of companies are expected to be using RPA to minimize costs, increase productivity, and improve levels of compliance.

This is because RPA can help address some of the biggest challenges facing supply chain management today, such as data accuracy, inventory management, and order processing.

Supply Chain Management Process Analytics

The Future of RPA in Supply Chain: Use-Cases

One of the most promising use cases for RPA in supply chain management is managing orders .

With a lot of customers placing wholesale orders from different points, an efficient cloud platform with RPA capabilities is the right solution for your online business.

RPA can help automate the order processing and management, reducing the time taken to process orders and minimizing errors.

Another area where RPA can make a significant impact is in logistics. By automating repetitive tasks such as data entry, RPA can help logistics companies reduce the time taken to process shipments, improve inventory management, and minimize the risk of errors.

Additionally, RPA can help improve supply chain visibility , allowing logistics companies to track shipments in real-time and respond quickly to any issues that arise.

As more companies adopt RPA, we can expect to see significant improvements in supply chain and logistics operations , with reduced costs, increased productivity, and improved levels of compliance.

Conclusion: Supply Chain Management with RPA

By implementing RPA in your supply chain management, you can streamline and automate many of the repetitive tasks that are essential to the smooth running of your operations.

With the help of RPA, you can reduce costs, minimize transaction times, increase productivity, and improve levels of compliance.

RPA can be used in various ways in supply chain management, including managing orders, automating logistics, and reducing and managing return stock.

By automating these processes, you can reduce the risk of errors and delays, and free up your staff to focus on more complex tasks that require human expertise.

FAQ: Supply Chain Management and Operations With RPA

What are some use cases of rpa in supply chain management.

RPA can be applied to various aspects of supply chain management, including order processing, inventory management, shipping and logistics, and customer service. By automating repetitive tasks such as data entry, RPA can help reduce errors, increase efficiency, and improve overall productivity.

Can RPA improve efficiency in warehouse management?

Yes, RPA can be used to automate warehouse management tasks such as inventory tracking, order fulfillment, and shipping. By automating these tasks, RPA can help reduce errors, improve accuracy, and increase efficiency.

How does automation impact supply chain management?

Automation can have a significant impact on supply chain management by reducing human error, increasing efficiency, and improving overall productivity. By automating repetitive tasks, supply chain professionals can focus on more strategic tasks that require human expertise.

What are the benefits of using robotics in supply chain management?

The benefits of using robotics in supply chain management include increased efficiency, reduced errors, improved accuracy, and increased productivity. By automating repetitive tasks, robotics can help supply chain professionals focus on more strategic tasks that require human expertise.

How can RPA help streamline supply chain processes?

RPA can help streamline supply chain processes by automating repetitive tasks such as data entry, inventory tracking, and order processing. By automating these tasks, RPA can help reduce errors, increase efficiency, and improve overall productivity.

What are some successful case studies of RPA implementation in supply chain management?

Some successful case studies of RPA implementation in supply chain management include companies like DHL, which implemented RPA to automate their order processing and inventory management tasks. Another example is Unilever, which used RPA to automate their invoice processing and reduce processing time by 90%.

Eric J.

Meet Eric, the data "guru" behind Datarundown. When he's not crunching numbers, you can find him running marathons, playing video games, and trying to win the Fantasy Premier League using his predictions model (not going so well).

Eric passionate about helping businesses make sense of their data and turning it into actionable insights. Follow along on Datarundown for all the latest insights and analysis from the data world.

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Book cover

Confluence of Artificial Intelligence and Robotic Process Automation pp 73–93 Cite as

Robotic Process Automation: The Key to Reviving the Supply Chain Processes

  • Gowri Rajagopal   ORCID: orcid.org/0000-0003-2193-1149 6 &
  • Raghuraman Ramamoorthy   ORCID: orcid.org/0000-0003-2089-8973 6  
  • First Online: 14 March 2023

689 Accesses

1 Citations

Part of the Smart Innovation, Systems and Technologies book series (SIST,volume 335)

Businesses are very cautious about their supply chain. Any delay or disruption may lead to unimaginable loss. The COVID-19 scenario has taken this concern to an epic hyper. Businesses could not meet their customer’s needs due to the lack of Human Resource during the prolonged lockdown. Companies had to either downsize or shut down. Businesses started searching for means to operate their processes with as low resources as possible. Thus, many started adopting Robotic Process Automation though it is still evolving. There are many literatures that discuss the implementation of RPA in varied streams like accounting, finance, HR, and others. Yet there is a very limited study that has focused on RPA implementation in supply chain processes. The proposed chapter showers light on the adoption of RPA in the varied stages of supply chain. A complete real-time automation use case on invoice processing is also discussed. This chapter aims to help researchers, RPA enthusiasts, and entrepreneurs to realize the time, effort, and economic benefits of implementing RPA. Thus, encouraging them to adopt RPA in their supply chain processes.

  • Supply chain management
  • Invoice processing
  • Process disruption
  • Robotic process automation
  • Hyper automation
  • Intelligent process automation

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Rajagopal, G., Ramamoorthy, R. (2023). Robotic Process Automation: The Key to Reviving the Supply Chain Processes. In: Bhattacharyya, S., Banerjee, J.S., De, D. (eds) Confluence of Artificial Intelligence and Robotic Process Automation. Smart Innovation, Systems and Technologies, vol 335. Springer, Singapore. https://doi.org/10.1007/978-981-19-8296-5_4

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Looking for real-life use cases of Robotic Process Automation in your industry? We've gathered 100 great examples of using RPA across different industries, find them out!

rpa supply chain case study

Michał Rejman

CMO of Flobotics

In the initial version of this article, RPA emerged as a disruptive force in various industries, a trend that continues to shape businesses today. Firmly establishing itself over the years, Robotic Process Automation is recognized as a versatile tool capable of replacing numerous manual processes.

Today, RPA is a behemoth technology, with the global RPA market valued at $5.7 billion and projected to reach over $13 billion by 2030. Whether in healthcare or retail, you’ll almost certainly find its application in your business.

Need some ideas on how it could help you optimize profits and outcomes? We’re here with a hot-off-the-press compilation of one hundred RPA use cases to optimize operations in your sector.

What is RPA exactly?

Robotic Process Automation is a modern technological solution that comes to the rescue for automating many routine processes.

For example, bank employees often, throughout the day, copy information from one system to another and transfer customer data to conclude an agreement with him or draw up an application for a loan. An employee can perform hundreds of such operations per day, requiring no talent other than attentiveness.

RPA robotization is needed precisely to shift all these routine processes from humans to robots.

RPA Use Cases — Introduction

As a quick reminder, Robotic Process Automation, or RPA, is an automation technology that relies on deploying pre-programmed “bots” to execute specific tasks. 

These bots excel at repetitive, rule-based, and time-consuming workflows. However, when paired with AI technologies (increasingly common), RPA can also perform more complex tasks requiring cognitive abilities.

RPA systems are capable of performing a large number of actions, including:

  • Opening and interacting with business apps,
  • Extracting, copying, and pasting data,
  • Navigating websites, pushing data into web forms, clicking buttons,
  • Recognizing and understanding the text,
  • Retrieving data from different sources and compiling it into a single location and vice versa,
  • Comparing and verifying information,
  • Communicating via email, notifications, and chatbots.

For example, bank employees must copy information from one system to another and transfer customer data to conclude an agreement or draw up a loan application. These mundane tasks often consume several hours daily, drawing trained banking professionals from more demanding and satisfying work. Not to mention, it’s challenging to stay focused for a prolonged time and avoid simple human errors.

Here’s where RPA steps in. This automation method aims to take over manual, tedious tasks such as data operations, increasing productivity, reducing errors, and improving employee satisfaction and customer outcomes. How does this look in practice? Let’s investigate!

100 RPA Use Cases from Major Industries

With that, let’s explore RPA use cases in major business sectors:

  • RPA in Healthcare
  • RPA in Manufacturing
  • RPA in Telecom

RPA in Finance and Banking

  • RPA in Customer Service 
  • RPA in Retail
  • RPA in Administrative Processes
  • RPA in Insurance
  • RPA  in Operations
  • RPA in SCM and Logistics

To illustrate them with specific, relatable examples, we also included real-life RPA success stories for each industry so you can see RPA in action.

RPA in Healthcare Use Cases

Relying on documentation and repetitive back-office tasks, the healthcare industry is full of opportunities for RPA automation. For example, according to a recent study, 43% of CFOs and revenue cycle leaders in US hospitals use RPA for revenue cycle automation. Joint research suggests that the technology yields the greatest impact on healthcare providers’ cost reduction in claims, customer service, and billing and enrollment. How else does it help medical facilities thrive?

1. Payment Processing

Many finance-oriented healthcare processes, such as billing or invoicing, can be automated to reduce staff workload and eliminate errors.

2. Claims Management

RPA software bots can expedite claims management by collecting claims data, checking eligibility, and submitting claims to insurance providers.

3. Medical Billing

Nearly all stages of medical billing, including registration, claim generation, submission, coding, and adjudication, can be automated using RPA, streamlining payments, reducing manual effort, and improving compliance.

4. Patient Registration

Data entry, identity verification, and creating new health records take dozens of hours each week when done manually. Unless done by RPA, which efficiently handles large volumes of patient information precisely and consistently, minimizing the risks of inconsistency.

5. Appointment Scheduling

RPA can optimize patient appointment scheduling based on physician availability, insurance information, location, and other factors. Bots can also send automated patient reminders, reducing no-show rates and improving the care flow.

6. Prior Authorization

RPA can easily compare the patient’s health plan coverage with the list of necessary prescriptions and procedures and then fill and submit the authorization form.

7. Medical Employee Onboarding

Back-office staff can focus on strategic initiatives and employee support by automating HR tasks such as employee onboarding, training tracking, and compliance management.

8. Follow-up Communication

RPA can send automated post-visit messages, surveys, and recommendations to collect patient feedback, monitor recovery progress, and ensure patient satisfaction.

9. EHR Tasks and Updates

By integrating the RPA bots with their EHR systems, clinicians can expedite patient data extraction, entry, and transfer. Record updates can also be handled automatically, ensuring that correct patient data is available across the organization.

10. Inventory Management

Shortages, overstock, and other supply inefficiencies can seriously disrupt healthcare operations. RPA helps clinics avoid them by automating stock level tracking, order placement, and supplier communication tasks.

11. Compliance Reporting

Non-compliance puts healthcare institutions at risk of penalties and damages their reputation. RPA will automatically generate reports required for regulatory compliance to ensure adherence to industry guidelines.

12. Data Migration and Integration

Integrating disparate healthcare systems is crucial for seamless data flow. RPA can assist in migrating data between them, maintaining data accuracy, reducing data entry errors, and improving interoperability.

13. Data Analytics

Bots can be programmed to input, migrate, retrieve, and track healthcare data, facilitating analysis and enabling accurate diagnoses and individual treatment.

RPA Healthcare Case Study: From Automated Claims Processing to Overall Operations Improvements

Pain Treatment Centers of America (PTCoA), Arkansas’s largest pain management practice network, faced a challenge that’s all too common in healthcare: inefficient claim processing.

After our first collaboration exceeded PTCoA’s expectations, delivering a full ROI in 23 days, the network decided to scale up its automation efforts. As a result, we developed a small army of bots that handle eligibility checks, payment adjustments, approvals, price comparisons, lab order management… The list goes on and is still growing!

RPA Healthcare Case Study

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Interested in RPA in healthcare ? Read more on our blog!

RPA Manufacturing Use Cases

With dozens of paperwork tasks requiring communication with suppliers and vendors, there are many use cases for RPA in the manufacturing industry. As a result, it’s estimated that nearly half of manufacturers in developed countries use Robotic Process Automation to streamline production, improve quality, and reduce costs. Deloitte claims that a typical procurement spend for manufacturing businesses can decrease from 4-12%, translating into millions of dollars in savings for many companies. Manufacturers benefit from RPA particularly in:

14. Administration and Reporting.

One of the main advantages of RPA in manufacturing is that it can generate accurate production reports and provide a clear picture of the status. This facilitates efficient decision-making and quick response to production needs.

15. Inventory Management

RPA in inventory management allows manufacturers to automate emails, digitize documents, monitor inventory levels, and track product demand.

16. Material BOMs

Manufacturing RPA use cases demonstrate how software bots can automate material billing by extracting data and ensuring data accuracy, reducing errors and transactional issues.

17. Vendor and Supplier Management

To improve the overall coordination of the supply chain, manufacturers can leverage RPA to automate the onboarding of new vendors, communication with suppliers, and supplier performance tracking.

18. Invoice Processing

With RPA, manufacturers can automate data extraction from invoices, validate transactional data, and update accounts payable systems for faster and more accurate invoice processing.

19. Purchase Order Creation

Creating POs involving multiple vendors and product categories can be daunting. Instead of doing it manually, you can hand over the entire process to RPA to generate POs faster and error-free.

20. Production Planning and Scheduling

To ensure efficiency and prevent production bottlenecks, manufacturers can use RPA for production schedule optimization based on demand forecasts, resource availability, and machine efficiency.

21. Order Management

RPA bots can automatically extract order details from emails, upload them to the ERP system, update customers on product availability, and generate proof of delivery documents once the order is delivered.

22. Supply Chain Optimization

RPA improves the overall SCM process by automating the supplier onboarding process, predicting demand, and planning raw material usage, gathering data from various vendors, and performing credibility checks.

23. Data Management

Migrating records, updating ERP data, processing unstructured documents, and conversion can all be delegated to RPA to save time and effort.

rpa supply chain case study

RPA Manufacturing Case Study: SAP Automation

Another of our clients, one of the largest sugar producers in the world, was seeking to optimize its SAP processes. The company already used an RPA solution developed by another provider but wasn’t fully satisfied with the outcome.

Starting with the most crucial departments (controlling and finance), we gradually increased the scope of implementation, which resulted in a diverse range of purpose-made automations. These included a self-invoicing platform for clients, a EUR-pallet management solution, a customer status tracker, a web scrapper for stock index data, and a QA automation bot.

RPA Manufacturing Case Study

RPA in Telecom Use Cases

Robotic Process Automation can be applied in the telecommunications sector in many ways, from automating manual sales order processing to improving average revenue per client. The technology covers many use cases, supporting telecom employees with providing on-time billing, efficient payment processing, speeding up document verification and SIM allotment, and other crucial tasks.

24. User Account Verification

Account verification for telecom customers is an essential step of every contract but involves thousands of manual routine processes daily. Bots powered by Robotic Process Automation are meticulously programmed to execute them, operating around the clock and exhibiting unwavering diligence.

25. Reporting

Traditionally, telecom operators must manually generate and submit reports on the market landscape, competitors, users, network performance and issues, and many others. RPA is best suited for this task, automating report generation and submission and reducing time-intensive tasks to minutes.

26. Easy Request Forwarding

RPA bots can receive emails and calls from users and other interested parties and automatically forward them to the relevant team based on preset parameters.

27. Number Porting

One of the best examples of Robotic Process Automation in the telecommunications industry is customer number porting. Customers switch providers frequently and don’t tolerate any delays. To minimize them and provide a prompt and flawless service, operators choose RPA.

28. Network Monitoring

Telecom providers can delegate real-time network performance monitoring to RPA bots to ensure seamless services. They continuously analyze key parameters such as bandwidth usage, latency, and packet loss and send automated diagnostics, reports, and notifications in case of incidents or downtimes. This significantly improves network stability.

29. Competitive Analysis

Staying one step ahead of the competition requires constant monitoring of their offering, pricing, and features. RPA can extract this information by scraping competitors’ websites and other resources. It can also automate sentiment analysis by extracting and analyzing customer reviews, social media mentions, and feedback related to competitors and help track competitor pricing dynamics.

30. Customer Self-service

RPA bots can assist customers in solving simple, common issues by processing service requests, generating step-by-step instructions, and sharing the solution over the customer’s preferred channel.

31. First-call Resolution

If a customer decides to contact customer service, RPA can help agents address the issue without further follow-ups by retrieving customer info, details of the case, and possible solutions.

RPA Telecom Case Study: Expedited Account Activation and Closure

GPS nVISION, a Texas-based provider of devices and software for tracking cars, trailers, assets, and people, needed to shorten execution times of two vital processes: device and SIM card activation and deactivation.

After a preliminary analysis, we opted for a low-code RPA solution that continuously looks for activation requests, sets up tracking devices, and configures user accounts. Similarly, the bot identifies, confirms, and deactivates unpaid accounts and trackers. The result? Four times faster execution time.

RPA Telecom Case Study

RPA in IT Use Cases

Even though RPA bots are pieces of software themselves, they can also work to optimize and facilitate the creation, testing, and deployment of other software. The tech sector has certainly felt the impact of Robotic Process Automation, using it to streamline many software-oriented workloads:

32. Software Configuration

RPA can automate software installation and initial configuration to save precious employee time and prevent costly disruptions.

33. Dev Environment Configuration

Developers need to set up the environment in which they write code. RPA is best suited for automating the initial configuration on every system, as the process is the same.

34. Automated Software Testing

Another great RPA use case in tech is automated testing. Manual user testing can be complicated and takes time. With RPA, common test scripts are automated and run after each update to ensure bugs are quickly found and fixed.

35. Automated Data Backup and Recovery

RPA can monitor and schedule regular data backups, ensuring easy data recovery in case of incidents and enhancing data security.

36. Security Management

RPA bots can perform regular security checks and automatically detect threats. Once a breach attempt is identified, the bot can flag it, notify personnel, and deny access to targeted databases.

37. IT Maintenance Monitoring

Routine, automated monitoring of IT systems reduces the risk of downtime that could hurt business operations. RPA will notify your staff whenever an issue is spotted, allowing for a timely intervention.

38. Patch Management

RPA bots can continuously monitor for the release of new patches and updates from software vendors and then prioritize and test them. RPA-based patch deployment warrants regular software updates across all IT systems, improving overall system security.

39. Password Resetting

Routine password resets are a necessary but mundane security measure. RPA can complete them quickly, regularly, and reliably by validating user identity through predefined security protocols, automating the generation of temporary passwords, communicating new credentials, and updating the information across relevant systems.

RPA IT Case Study

IT departments are the cornerstone of most business areas. Realizing that, Reckitt, a leading global manufacturer, set out to seek maximum efficiency in IT through automation.

After years of gradual RPA deployment, Reckitt now uses more than 80 bots to streamline nearly 20% of IT processes such as access management, password resets, service desk, and end-user computing. As a result, the IT department now saves 10000 working hours each month and lowered operational costs by 20%.

RPA in Finance and Banking Use Cases

Banks and other financial institutions may be among the most document-reliant organizations. Gartner assesses that 8 in 10 finance leaders have either implemented RPA to offload routine tasks to automated bots or are planning to do so shortly. Robotic Process Automation is particularly valuable in streamlining these tasks:

40. Credit Checks

RPA software bots can perform credit checks on potential loans and determine if they meet disbursement parameters, significantly reducing the loan processing time.

41. Data Entry

By parsing documents, RPA robots can automatically fill data into forms by extracting them from documents, eliminating laborious manual data entry.

42. Know Your Customer (KYC)

If your company doesn’t use specialized KYC solutions, you can use RPA bots to automate parts of the KYC process, such as extracting information from documents, performing KYC checks, and populating customer profiles.

43. Verifying Applications

RPA can extract key personal details such as the customer’s name, address, income, and credit history, cross-check them with other sources, and enter data into the bank’s internal system, increasing speed and response times.

44. Customer Onboarding

Another great use of robotic process automation in banking is opening accounts and connecting customers, a routine process with many mundane tasks such as verifying data accuracy, setting up accounts, and performing background checks.

45. Loan Processing

RPA can assist bankers through the entire loan process: application processing, underwriting, and disbursement by extracting, retrieving, and entering data and verifying borrower information.

46. Fraud Detection and Prevention

RPA can analyze transaction patterns, identify anomalies, and flag potentially fraudulent activities to improve data and account safety and prevent financial losses.

47. Financial Planning and Analysis

Data collection, analysis, and reporting can all be automated with RPA to expedite financial planning, budgeting, and forecasting processes, leading to better decision-making.

48. Financial Reporting

RPA enables the automated generation and distribution of financial reports, ensuring a timely and accurate flow of information while saving time and effort.

49. Risk Assessment

RPA can automatically analyze various scenarios and identify risks based on audit, pattern, and report data. Automated risk assessment is faster and more accurate than manual analysis.

50. Loan Origination and Approval

RPA can automate document verification, credit checks, and loan management systems updates to accelerate loan processing times and reduce the administrative burden on loan officers.

51. Account Reconciliation

RPA robots will handle repetitive reconciliation tasks, allowing faster day-to-day transaction analyses or periodic compliance-oriented ledger reconciliation.

52. Tax Compliance

Integrating RPA robots with existing tax compliance software to gather data, compile tax reports, and submit their results in enhanced legal procedures.

53. Account Closure

Closing customer accounts is a regular, rule-based task that takes hundreds of hours monthly. Robotic Process Automation in finance can identify non-compliant or inactive accounts and close them automatically.

54. Financial Audits

Besides automating manual auditing tasks such as data extraction, RPA can improve error detection and flag discrepancies. Automated audit trails and change tracking streamline future audit processes.

RPA Finance Case Study: Optimized Loan Processing

Paramount Residential Mortgage Group (PRMG), a California-based mortgage banker operating in 48 states , struggled with manual, extremely time-consuming, and inconsistent loan estimation and granting processes.

What started with a single-bot solution evolved into an end-to-end loan processing automation with six bots, each dedicated to a single step in the workflow. RPA now handles the entire process, from retrieving and distributing disclosure packages to compiling and archiving data across various systems for improved efficiency and accuracy.

RPA Finance Case Study

Interested in RPA in finance and banking? Read more on our blog!

RPA Use Cases in Customer Service

Even though customer service relies heavily on human-to-human interactions, Robotic Process Automation helps enhance them by taking care of the back office work. RPA can be used to automate customer relationship management and generate valuable personalized service results, especially in the following areas:

55. Fast Initial Responses

RPA software bots can sort common customer requests and deliver immediate responses, sorting out the issue of frustrating customers with lazy reactions to their inquiries.

56. Forwarding Requests

RPA bots can sort requests into different categories based on preset parameters and automatically send them to the appropriate departments, reducing call hold times and excess interactions.

57. Customer Data Categorization

Robotic Process Automation allows companies to categorize customers and define their paths for better targeting and more streamlined and personalized service.

58. Automated Emails

By scanning company databases for relevant information, RPA can generate automated email responses to customer requests. Bots can also update customers on the progress of submitted tickets without involving human employees.

59. Chatbot Integration

RPA can support chatbots by automating backend processes, retrieving necessary information, and initiating follow-up procedures, allowing for more comprehensive responses and better customer experience.

60. Returns and Refund Processing

Returns and refund procedures are highly repetitive, making them a perfect fit for RPA-based data entry, verification, and refund transaction automation.

61. Knowledge Base Maintenance

Customers and CX agents rely on internal knowledge bases that must be constantly updated. RPA can automate this process by adding new information, editing articles, and archiving outdated content.

62. Feedback Analysis

RPA can compile and analyze customer feedback across communication channels, providing insights into customer sentiments, preferences, and recurring issues. 

63. Aiding Customer Care Agents

With the aid of RPA bots, customer service reps can quickly retrieve customer details such as communication history, demographics, and previous orders or documents necessary to solve the issue,e.g., guidelines and invoices.

64. CRM Updates

As customers interact with a business, its CRM must be regularly updated with new orders, lead scores, contact history, and other details. RPA can extract data from emails, chats, surveys, and other channels and upload it to the customer’s CRM profile.

RPA Customer Service Case Study

For CXP, a major contact center outsourcer, every minute saved per customer request has a significant impact. RPA can do just that.

Between automated customer data retrieval and RPA-powered chatbots, automation didn’t only cut call times by 35% on average. An even more essential success metric is a 52% increase in Trust Pilot ratings—a true measure of customer satisfaction.

RPA Use Cases in Retail

Retail and e-commerce are dynamic, consumer-driven industries prone to continual transformations. In such a highly dynamic setting, optimizing small but essential tasks is the key to earmarking more time for creative endeavors in designing products and campaigns and ensuring high-touch customer service. Statistics confirm this, with 60% of consumer and retail tasks suitable for automation . What are they? Let’s get some examples.

65. Product Categorization

RPA bots can extract SKU (Stock Keeping Unit) data to help companies quickly categorize products and determine their market share in different regions. They can be programmed to analyze product information, such as attributes, descriptions, and images, and assign them to the appropriate categories within the inventory. RPA can also dynamically create new categories.

66. Returns

Returning a product spans a range of procedures and formalities. RPA bots allow retail businesses to verify purchase records and process refund transactions automatically. This can shorten online returns processing times from weeks to days or hours upon the product delivery to the seller.

67. Inventory Management

Another great use case for RPA in retail is inventory management. Robotic Process Automation bots can monitor stock levels around the clock and send alerts in case of shortage or overflow. By automating tasks such as data entry, order processing, and stock level monitoring, retailers can minimize human errors, accelerate data processing, and maintain more accurate and up-to-date inventory records.

68. Price and Promotion Management

Price updates require significant manual effort, particularly during large promotional events. RPA can automatically update prices, apply discounts, and ensure the offering stays consistent across all channels.

69. Customer Data Management

By automating customer data entry and updates, RPA helps retail businesses keep customer records accurate and up-to-date across all internal systems. facilitating personalized marketing efforts and customer relationship management.

70. Loyalty Program Management

Between updating customer points, processing rewards, and sending automated communications, many loyalty processes can be enhanced with RPA, allowing retailers more time to adapt to the changing markets quickly and develop more creative ways to engage customers.

71. Email Marketing

Personalizing customer communications involves a lot of care and consideration for individual purchase history and preferences. By integrating RPA with customer databases, retail businesses can automate generating and distributing custom marketing emails.

RPA Retail Case Study: Automating Product Inspections

Lotte, a South Korean multinational retail giant and the first online shopping mall in the country, is no stranger to innovation. That’s why automation was a natural choice when Lotte decided that its product description review process needed a boost .

The solution was to replace manual inspections with UiPath robots paired with optical character recognition (OCR) technology. This combination more than doubled the throughput, from 4400 to 10000 cases reviewed monthly.

RPA Use Cases in Administrative Processes

Extracting, entering, retrieving, and generating data is where RPA shines. Depending on the process and team size, some estimates claim that larger companies can save 20-40 hours daily on automating mundane admin work. Other sources quote savings in the line of 25,000 horse annually. No wonder that Robotic Process Automation is every admin worker’s best friend, supporting them in tasks such as:

72. Invoice Processing

RPA can process paper invoices using OCR, extract records, upload them to internal databases, and automatically send information to appropriate stakeholders. Sometimes, these automations can complete tasks up to 10 times faster than humans.

73. Data Entry

Moving records, populating forms, filling Excel tables, and other tasks that involve entering data, particularly structured, are some of the primary RPA use cases. In industries such as healthcare, Robotic Process Automation can handle up to 90% of data entry-related tasks.

74. Storing Personal Information

RPA software bots can easily extract customer or employee information from the initial forms they fill out to present in an easy-to-read format or upload it to your CRM.

75. Document Processing and Filing

RPA can automate the classification, sorting, and archiving of documents based on their contents, type, tags, and other categories. A systematic arrangement reduces the risk of document misplacement and improves record management.

76. Meeting Minutes and Documentation

RPA bots equipped with speech-to-text features can automate the generation of meeting minutes and summaries. Such a bot can extract information from recorded meetings and transcribe discussions to ensure that all significant details have been captured.

RPA Administrative Work Case Study: Saving Time with Automated Data Entry

“When people type data all day, data quality suffers.”—this quote from Dr. Everton Gomede, Head of Technology at System of Credit Unions of Brazil (Sicoob), perfectly captures the role of RPA in data operations.

For Sicoob, the objective of RPA automation was threefold: to reduce errors, save time, and free up employees so that they can focus on high-value tasks. By automating data entry, Sicoob expedited manual data processes by up to 80%, generated 10-20% cost savings, and had an immeasurable but significant effect on employee satisfaction.

RPA Use Cases in HR

Human resource management involves some of any organization’s most tedious and data-heavy tasks. By applying RPA, HR specialists can focus on strategic and value-added activities like talent management, employee engagement, and organizational development. Additionally, RPA enhances accuracy in data management, minimizing errors in payroll and personnel records. Doing so accelerates HR workflows and contributes to a more agile and responsive HR function.

77. Employee Sourcing

RPA bots allow HR managers to search for suitable prospects and candidates based on preset parameters. The bots will automatically receive the data when the parameters match the prospect’s profile.

78. Improved Hiring

RPA introduces several quality-of-life improvements for recruiters. Bots can track and suggest rejected candidates for openings that better suit their profile, verify digital copies of application documents, schedule interviews, and draft messages.

79. Onboarding Employees

From reviewing personal information forms and creating employee accounts to automated communication and triggering tasks, RPA proves handy throughout onboarding, accelerating it up to 10 times, according to UiPath .

80. Offboarding Employees

Similarly, RPA can handle a range of offboarding processes: retrieving dismissal documents, requesting benefit termination, revoking access to internal systems, initiating the final settlement, and more.

81. Payroll Automation

RPA software bots allow businesses to automate payroll by pulling data from timesheets and calculating payroll at the end of each month. Thanks to that, HR departments can compile accurate payrolls and determine individual salaries in seconds.

82. Travel and Expense Management

RPA can be delegated to extracting and reviewing expense data from invoices, vouchers, tickets, etc. Following a preset rules approach, bots can recognize which expenses are valid and which don’t meet the established requirements.

RPA HR Case Study: RPA Powering Across-the-Board Transformation

TriNet delivers custom-made HR solutions for SMBs, enabling easier growth without worrying about HR complexities. TriNet launched its biggest transformation ever to improve its operational model, and RPA was central to that change.

Over 4 years, the company has automated 120 workflows, including document processing and enhancement, payroll, and HR functions. These improvements helped the company maintain operational agility throughout the transition and beyond.

Are you interested in RPA in HR and recruitment? Read more on our blog!

RPA in Insurance Use Cases

Insurance is another industry heavily dependent on paperwork, and as such, it can greatly benefit from automation. In fact, it’s estimated that over 200 insurance-related tasks can be automated. Here’s a bunch of them:

83. Claims Verification

Robotic Process Automation enables insurance companies to verify claims faster based on predefined rules, minimizing fraudulent claims and eliminating delays in claims compensation.

84. Claims Processing

Manual claims processing takes a long time due to laborious data extraction and subsequent filling of required forms. With RPA, insurance companies can accelerate claims settlement, reduce errors, and enhance overall efficiency. Accenture assesses that combining RPA and AI can save up to 75% time on claims processing.

85. Premium Management

86. underwriting.

RPA can also streamline underwriting tasks such as data gathering, risk assessment, and policy pricing to improve efficiency and decision-making.

87. Policy Quoting and Comparison

With RPA, insurers can automate several steps in the quoting process, such as extracting data from various sources, calculating premiums, compiling quote comparisons, and sharing quotes with customers.

88. Regulatory Compliance

Manual compliance control is inefficient and prone to potentially costly human errors. RPA can perform the process quickly and securely, maintain a change log, validate customer data, generate compliance reports, and more.

89. Policy Cancellation

Processing policy cancellation requests requires switching between email, CRM, Excel, and PDFs to find relevant data. RPA can do that automatically while also handling other steps in the process, like setting cancellation date tally, inception date, policy term, and more.

90. Legacy App Integration

Insurance companies often use legacy apps for years, eventually leading to compatibility issues and inconsistent databases. RPA helps insurers bridge the gap between old and new systems through automated integration and data transfer.

91. Improving Business Processes

Bots easily track, generate audit trails, and measure processed transactions and exceptions automatically. All that facilitates process analysis and supports business improvements.

RPA Insurance Case Study: Ultra-Fast Document Migration and Processing

When Ayr Farmers Mutual Insurance Company needed to move and process over 500,000 records from a legacy app, we knew it would be the perfect use case for RPA.

Since the app was soon to be discontinued, we needed to act fast. The bot we developed ran on 5 computers, continuously downloading and archiving the documents in PDF format. The effort paid off: the project was completed 4 weeks before the deadline, and all documentation is now easily searchable.

Interested in RPA in insurance ? Read more on our blog!

RPA Use Cases in Operations

Some processes are so fundamental that all businesses need them to sustain their operations. Unfortunately, they often use legacy automations to interface with their complex tech stack. These technologies are quite rigid and require heavy coding to implement changes, falling behind the dynamic changes to modern-day business operations. How can RPA help instead?

92. Data Migration

Standardization, modernization, or even merging with another business—there are many reasons for transferring large volumes of data. Instead of relying on manual transfers, businesses can delegate this task to RPA, which will handle data migration faster and more consistently.

93. Invoice Processing

While businesses can’t eliminate invoicing completely, they can hand off invoice processing tasks to RPA. Preprogrammed bots can automatically extract data from transactional documentation, copy them to internal systems, and create invoices.

94. Compliance

All industries are regulated in one way or another. RPA makes adhering to legal requirements much easier through automated compliance monitoring, reporting, and alerts when deviations occur.

RPA Operations Case Study: Invoicing, Reporting, and Provider Management

Axpo, Switzerland’s leading renewable energy producer and an international leader in energy trading, discovered that rapid growth is a double-edged sword. Their manual processes couldn’t cope with constantly growing volumes of tasks. Compliance with international regulations also proved to be a challenge.

With the help of an RPA solution developed by Flobotics, Axpo can now generate and correct invoices for over 600 daily transactions. RPA bots also allow Axpo to complete 27 days’ days work in one day (!) for the crucial, legally required pricing summary process.

RPA Operations Case Study

Interested in RPA in process management and operations? Read more on our blog!

RPA in Supply Chain Management and Logistics Use Cases

Shipping and storing products is an impressive logistical feat that usually requires transferring data across multiple entities subject to complex local regulations, all with their own systems. On average, standard international trade transactions involve sharing 35 documents between 25 parties that must comply with at least 600 regulations and more than 500 trade agreements. RPA in logistics can streamline these data operations and many other activities to make that task less challenging:

95. Shipment Scheduling

RPA bots can extract data from letters, memos, and notes to plan shipments without confusion and conflicting schedules. They can also perform validation checks to ensure the accuracy and completeness of the shipment details.

96. Delivery Tracking

RPA can track where the shipment is and alert the system when it reaches certain locations or fails to do so. This allows all involved businesses to coordinate the entire supply chain seamlessly and efficiently, without much manual work.

97. Warehouse Management

RPA can automate thousands of warehouse management tasks, including inventory checks, allocation, tracking deadstock, and even suggesting stock-based pricing. Additionally, Robotic Process Automation may track real-time warehouse data and trigger instant alerts in case of irregularities.

98. Order Management

RPA can use inventory data to automatically place resupply orders, including listing the necessary products, comparing prices, generating documentation, submitting the order for approval, and sending it to vendors. In some cases, these improvements can save up to 80% of time on managing customer orders.

99. Delivery Notifications

Based on predefined rules, RPA can automatically update delivery progress and provide stage completion notifications to improve visibility and customer experience.

100. Supply and Demand Planning

By analyzing historical data, market trends, stock levels, and other relevant factors, RPA is also invaluable in optimizing overall supply chain planning and ensuring better alignment with demand.

101. Freight Management

Load matching, handling freight claims and charges, and picking optimal routes can all be done by RPA. Additionally, some solutions can analyze the performance of your supply chain and point to possible improvements.

RPA Logistics Case Study: Automated Documentation for Seamless Supply Chain Management

Extensive paperwork can turn international shipment tracking into a true headache, and every mistake can lead to severe consequences. Inter Aduaneira, a Brazilian trade consultancy, deals with tons of documentation in most of their workflows.

In fact, these processes were so complicated that Inter Aduaneira decided to find a dedicated company to implement internal technological solutions. RPA was at the core of the digital transformation , automating the retrieval and processing of thousands of documents and saving an average of 800 hours per analyst.

Did You Find an RPA Use Case for Your Business?

Even if the answer’s no, don’t worry—RPA can be easily customized for many purposes. As automation vendors continuously integrate their solutions with emerging technologies, the future looks bright for RPA and any business that uses it.

You’ll need a reliable RPA partner to help you identify the most promising automation opportunities and bring them to life. For that, get in touch with Flobotics . Our consultants will analyze your industry and help you plan, map, and develop RPA solutions so you can achieve your business goals cheaper and faster.

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Chief Marketing Officer at Flobotics. Communication strategy consultant for tech and process automation buff. Remote work evangelist, surfer, and doggo lover.

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Revolutionize Your Supply Chain with RPA - Use Cases and Benefits

Pinakin Ariwala

A research report by Information Services Group says about 72% companies will use Robotic Process Automation by 2019 to automate support tasks. The same report outlined a critical fact that not jobs, but tasks are being automated, allowing employees to focus on high-value activities, freeing them of monotonous pieces of work across a myriad of industries. RPA in Supply Chain is set to have a drastic impact in terms of productivity, efficiency, and accuracy on the business processes industry.

Robotic Process Automation in Supply Chain serves to automate processes that are carried on manually, leaving little room for errors and anomalies. RPA tools are basically software solutions residing on virtual servers that can be executed and shut down at the desired hour. Automation through robots will allow organizations to recruit and train employees for problem-solving and brainstorming work, instead of repetitive robotic tasks.

It is not shocking when the study highlights that Robotics Process Automation has resulted in a 43% time reduction for tasks such as credit, collections, billing, etc. These are tremendous gains for any enterprise, but would massively benefit organizations looking to effectively manage their complex supply chains. The implementation of RPA for the sake of supply chain has been slow, but looking at the gains at stake, organizations are now turning to automation to streamline the flow of products and gain a competitive edge with customers.

But, how exactly can this leading technology effect change in that way supply chains have traditionally operated? What are the ground-level modifications enterprises need to make before they can dive head-first into implementing RPA in Supply Chain?

rpa-in-supply-chain

RPA in Supply Chain Management – Use Cases

Robotic Process Automation is still in its infancy in supply chain operations, however, organizations have accelerated towards including automation in their supply chains to make them lean and efficient. Companies across industries such as healthcare, retail, and manufacturing have traditionally relied on technologies such as RFID (Radio Frequency Identification), ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), etc.

In the beginning phases of RPA in Supply Chain, software robots were not flexible enough to handle the complex scenarios that sometimes sprung up as they were unintelligent and could only automate parts of the supply chain that were straightforward and followed a set pattern. For anything else, manual intervention was critical. Fast forward to today, the inclusion of intelligent bots with machine learning capabilities and cognitive abilities has led us to make RPA systems resemble humans to an extent. With these technologies in view, we are moving towards automating tasks that are defined by business rules and pave instructions for processing inputs.

At the higher level, RPA in Supply Chain can be used to predict outcomes and support complex decision making, thereby, helping employees with more than just robotic tasks. Here are a few areas in the supply chain domain that are ready to change with RPA –

Order Processing and Payments

The order placement and processing part of a supply chain essentially consists of three phases-

  • Product selection
  • Payment processing
  • Order placement confirmation

There are still businesses within a set of industries today that rely on old manual paperwork to process transactions which can be entirely digitized. Order processing and payments can be automated such that information can be directly ingested into the company database, payment gateways can process the desired amount, and a software solution can send out email and text message confirmations for the placement of order. As on today, with the advent on AI, multiple insurance companies rely on bots to automate claims processing as well & by automating this back-office work, organizations can ensure their employees focus on quality tasks that require human intelligence.

To optimize productivity and create a smooth supply chain, organizations will need to ensure these tasks are tightly integrated and make sure there are no glitches from order placement to delivery.

Email Automation

Well-maintained supply chains take care of one aspect dearly. Communication. A large part of any supply chain is maintaining proper communication with suppliers, manufacturers, transportation service agencies, and customers. Even though concise and effective communication is such a critical part of supply chains, it is often the one that has major need for improvement, too.

To ensure proper collaboration between staff in different departments, email communication needs to be set up with RPA. It is critical to lay down processes of communication when shipments have been successfully delivered, when they are stuck midway or delayed, and when they need to be canceled. Effective communication between all parties involved needs to be ensured such that the customer gets a smooth experience.

RPA can be used to automate this communication process by triggering emails and text messages when a specific event occurs.

automated-invoice-processing

Inventory Management Automation

At the core of supply chain lies inventory management. Suppliers and manufacturers always need to be aware of their inventory levels and ensure they have enough products and spares to meet demands. RPA can make inventory management easier by keeping a tab on inventory levels, notifying managers when product stock levels are low, and automatically reordering products that go below a certain threshold level.

Additionally, an RPA system can help predict the optimal inventory levels by taking into account the historical data and sketching out patterns in demand. RPA in Supply Chain would make the inventory management process efficient and always updated to accommodate spikes in demand.

Enhanced insights from Robotic Process Automation in Supply Chain can lead to better decision making when it comes to restocking of inventory, thus resulting in cost optimization at all times reducing spares. As employees are freed of the monotonous task of maintaining records of inventory levels, they can focus on other mission critical areas of the supply chain.

Vendor Selection

Vendor selection is usually an entirely manual process & RPA aims to change that. At the ground level, a vendor selection process consists of several steps such as –

  • Preparing a request for quotation
  • Communications and discussions with vendors
  • Analyzing vendor documents
  • Evaluating the vendor and cross-checking their credits
  • Finalizing the vendor

When RPA in Supply Chain is implemented, all of these tasks can be made more efficient, productive, and automatic. Human intervention, then, is only required to carry out the initial phases of specifying the project, generating a list of vendors, and engaging in face-to-face negotiations. Apart from these instances, humans will not need to intervene in the vendor selection process once RPA implementation is completed for an enterprise.

Shipment Status Communication

Most businesses regularly receive shipment status inquiries from customers. The manual process looks like this- an employee would personally open each email, address the query by making a note of the shipment and then looking it up in the ERP software to reply back to the customer with the exact shipment status.

However, with the introduction of RPA in this case, the complete process right from- opening the email, making sense of what the customer needs, logging into the ERP system, to communicating the exact status to the customer- can be automated. In such a case, human intervention would only be necessary for some exceptional circumstances that are beyond the handling potential of a robot.

Supply & Demand Planning

Before automation, supply and demand planning wasn’t exactly a cakewalk for the employees in any organization. They had to seek and gather the required data, combine the data and manage it in presentable formats, analyze exceptions to the data, and then communicate the plan.

RPA in Supply Chain, with the help of Machine Learning and Artificial Intelligence, can enable organizations to predict demands and be prepared to cater to the unexpected spikes in demand. By automating a majority of tasks in the supply chain, organizations can now eliminate the possibility of manual errors and make operations efficient, self-driven, and smart.

To put things into perspective, it is wishful to think Robotic Process Automation can automate an entire supply chain at this stage. Because supply chain operations also include the front-desk operations, building and maintaining client relationships, and so on which goes on to show that human intervention still is needed to some extent in a supply chain.

Challenges in RPA implementation for Supply Chains

According to a report published by Deloitte , there are still quite many challenges organizations face when they begin to strategize RPA or go at it for the first time.

Here are the top 5 challenges the report highlights –

  • Process Standardization – Complex processes lead to complexity in the robot. At all stages of the RPA journey, organizations face process standardization as a critical challenge. Complexity in processes hike the costs of implementing RPA while increasing operating costs and business disruption. Organizations, unfortunately, realize that where proper documentation exists, even in those places, the processes are not always well understood.
  • IT Support – The support and consultancy of an IT organization are vital while strategizing RPA in supply chain. It is essential and advisable to include an IT organization throughout the RPA implementation process.
  • The Flexibility of Solution – RPA, at the outset, used to be considered a stagnant automation process. It carried a notion that robots will only learn once and that they need to be taught perfect lessons for them to perform later. Thanks to Artificial Intelligence and Machine Learning , solution flexibility can now be added to all stages of automation, though agility is perceived as a challenge.
  • Stakeholder Expectations – Stakeholders have now started warming up to RPA, but it is a significant challenge to move RPA in Supply Chain up the priority ladder, and make sure it does not amount to complete disruption.
  • Employee Engagement – Organizations that have succeeded in scaling RPA had first engaged their employees and built buy-in to change processes org-wide. Though things vary across organizations, there is a need for enterprises to take steps so that employees accept RPA with minimal resistance.

hr process automation

Final Remarks 

For a successful implementation of RPA in Supply Chain, four elements need to be addressed –

  • Bots for product movement through the facility
  • Sensors to collect data about product quality
  • Cognitive learning software systems
  • Artificial Intelligence implementation to make the process lucid and flexible

Putting these pieces together is an understandable challenge but strategizing and planning each part of the implementation process & integrating a transformation mindset into everyone in the organization would help to set the tone for change. If looking to partner with a digital transformation facilitator organization, enterprises need to take an end-to-end approach with RPA in Supply Chain implementation to achieve full benefits and realize the anticipated ROI.

Moreover, one-size-fits-all is no model for digital. What organizations need is an IT partner who can tailor RPA implementation services for their needs, keeping into account the present state of affairs and the end goals. Robotic Process Automation in comparison to Traditional Automation , not only substitutes labor but revamps everything an organization was built upon. New issues may arise in the service delivery process, and entire operations may get a rework, all for better productivity and efficiency at the end of the day.

Pinakin Ariwala

Pinakin is the VP of Data Science and Technology at Maruti Techlabs. With about two decades of experience leading diverse teams and projects, his technological competence is unmatched.

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Robotic Process Automation - 10 MIN READ

Streamlining Accounts Payable With RPA - Top Use Cases & Benefits

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Robotic Process Automation - 8 MIN READ

RPA in Retail: Top 11 Use Cases That Are Transforming the Industry

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The Rise of RPA in Call Centers: Business Cases & Benefits

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Top 100+ RPA Use Cases/Projects/Examples in 2024

rpa supply chain case study

RPA can be used to automate repetitive tasks in the  front office and back office . 

Some common sectors using RPA include: 

  • Finance   
  • Sales  
  • Banking  

Manufacturing

In this article, we will explore  RPA use cases in 5 buckets: 

  • Common business processes

Activities in commercial functions

Activities in support functions, industry-specific processes, rpa applications for personal use.

Our list of use cases is comprehensive, but not exhaustive. 

Since RPA is a horizontal solution, we can’t cover every way that RPA can be used. We recommend businesses use a process mining solution that can identify the most impactful RPA implementation areas for your company based on your company’s as-is processes.

Sponsored :

IBM provides a free-trial of its process mining solution which brings together capabilities including task mining and the digital twin of an organization. IBM process mining can be used to identify the right processes to automate with RPA, saving teams time and effort.

Read about facilitating RPA deployment with process mining for more info.

Common business processes and activities

1. customer onboarding.

The customer onboarding process is critical in reducing customer churn and getting new customers to start using the product. 

OCR and RPA can help companies deliver intelligent automation in customer onboarding. Most customer onboarding processes, like  contract generation , can even be done in companies relying on legacy systems . 

Other activities common to many business functions

2. data updates.

Most departments, including HR, customer service, and marketing, routinely need to update their ever-changing customer/personnel data. 

By setting up bots to automatically update relevant data from forms/emails, departments will always have access to the most recent and correct information.

3. Data validation

Most data validation controls can be embedded in databases. But RPA is suitable for other validation tasks, such as cross-checking data against publicly available data. That’s because RPA is easy to program, scalable, and integrable to different systems. 

4. Extracting data from PDFs, scanned documents and other formats

Screen scraping , OCR, and basic pattern recognition technologies enable data extraction from almost any format. This reduces the need to extract and input data manually. Explore our data-driven list of the top document-capturing applications . They can be easily integrated into RPA solutions to extract data and process documents.

5. Periodic report preparation and dissemination

Businesses need regular reports to inform managers and teams of their progress. But manual report preparation and sending is time-consuming. 

RPA can auto-generate reports , analyze their contents, and based on the contents, email them to relevant stakeholders. This automates periodic reporting.

For example, telecom operators need to send reports on connectivity issues to the correct personnel. For instance, a CTO should be copied in reports with critical issues, and the head of the network with major issues. 

RPA bots can analyze reports to modify recipients according to the provided criteria. Learn more about RPA use cases in reporting .

6. Data migration and entry

Legacy systems still perform critical functions at companies. For example, legacy billing systems need to interface with other systems, which may not have the capability to pull relevant data from API s. In such cases, employees manually migrate data using formats like CSV. 

Data migration between new systems can also be complicated when they don’t offer APIs. For example, marketing has ~10,000 applications 1 to choose from and some of those solutions do not provide flexible API access.

RPA in ERP can: 

  • Prevent clerical errors
  • Automate data migration across different systems 

The benefit is improved analytics and decision-making.

7. Generating mass emails

Personalizing emails, newsletters, and other forms of marketing outreach can lead to more successful campaigns. But personalization relies on data inflow from different systems (e.g. CRM or ERP systems), which can be time-consuming if done manually. 

RPA can help businesses: : 

  • Gather customer data from different systems 
  • Put them onto pre-approved email templates 
  • Send them to customers/potential leads

8. Quote-to-cash

Businesses need to sell to survive. Quote-to-cash issues can result in late receivables, delayed invoice generation, selling at reduced prices (due to clerical errors), etc. 

By streamlined data extraction and transportation from different order forms and systems, quote-to-cash automation enables: 

  • Manual error reduction 
  • Faster B2C/B2B services 
  • Reduction in accountancy costs 

9. Procure-to-pay (P2P)/Source-to-pay (S2P)

Procure-to-pay process involves creating a purchase order , and extracting invoice and payment data from multiple systems:

  • Supplier emails
  • Enterprise resource planning (ERP) 
  • Customer relationship management (CRM) 
  • Banks 
  • Vendors 
  • Logistics companies.

The data coming in can be in different forms, such as emailed vendor invoices. Invoices need to be captured, validated, and enriched. For example, companies need to assign general ledger (GL) accounts to invoices without purchase orders (POs).

Learn more about RPA use cases in the procurement process .

An image showing the RPA use cases in the commercial section: lead nurturing, creating & delivering invoices, updating CRM, loading a detailed customer profile, getting detailed billing data, & more.

10. Lead nurturing

Leads arrive through a myriad of channels such as LinkedIn, lead collection forms and vendors. RPA bots can extract them and put them in a single location. 

11. Bid adjustment 

Automated bid adjustment tools use RPA-API integration to monitor your ads’ performance, assess it, and automatically adjust the bid. 

Although you should keep monitoring the bot’s performance, the need to manually adjust the bid decreases. 

Learn more about RPA use cases in marketing .

Competitor monitoring

12. price monitoring.

RPA bots can monitor competitor prices on e-commerce retail websites to track and implement price changes in real-time.

13. Product/service monitoring

The R&D department can use RPA bots to track competitors’ products/services on competitor websites and online retail platforms. The gained insights can shape the company’s offerings.

14. Customer review monitoring

Companies can use RPAs to track, extract, and structure users’ sentiment analysis about their products. 

Learn more about competitor monitoring automation

Though sales personnel should focus on building relations and selling, most of their time is spent on operational activities in most organizations. RPA can automate the interactions between the data systems and the CRM.

15. Creating and delivering invoices

This is a case of data replication. Both the CRM and the accounting systems should have the same sales data. Bots can update accounting records,  prepare, and deliver invoices from the right email accounts to ensure data consistency between systems.

16. Updating CRM

Adding interactions with prospects to the CRM is time-consuming but critical. 

Modern solutions help companies integrate their email, call, and other communication data into a CRM system. But they require integration into your company’s CRM to work. When such integrations are not available, companies can build bots to update CRM records with customer contact information.

17. Updating scorecards

RPA bots can ensure that CRM changes are uploaded to scorecards. This allows sales reps to see their progress in real-time.

Learn more about sales processes to automate with RPA .

Cybersecurity  

18. detecting security breaches.

RPA bots can automate security threat detection through: 

  • Privileged data management
  • Detecting malware in emails by specific keywords 
  • Running cyber threat hunts

L1 (Level 1) Tech support

IT automation use cases include:

19. Regular diagnostics

Regular diagnostic is running preemptive screening of processes. This puts the tech support teams one step ahead and allows them to respond to possible failures before regular users can notice them.

This improves user satisfaction and saves support personnel from wasting time on calls about problems they already know about. There are workload automation (WLA) tools that can be scheduled to run regular diagnostics on the processes to notify users of possible failures.

20. Fault remediation

In fault remediation, conversational AI -enabled RPA bots can leverage responses from command catalogs to troubleshoot users’ problems. 

For instance, a user might say the application “keeps crashing.” The chatbot would understand the query, and search the database for the appropriate answer, and give it to the user. 

21. Incident management

IT incident management is identifying, solving, and minimizing disruptive incidents in the IT ecosystem. 

RPA bots can send a notification to the IT staff automatically when an IT outage is detected. Or they can put all the support tickets in one location, enabling the IT staff to access them easily.

Learn more about RPA in incident management.

22. Server monitoring

RPA bots can monitor network and server usage data and send the reports to employees.

Improve tech support by learning other IT automation technologies, such as

  • Top 10+ Data Warehouse Automation Software
  • Top 12 IT Automation Software in 2023: Vendor Benchmarking
  • Top 10 Batch Scheduling Software: Vendor Benchmark
  • TOP 5 SAP Job Scheduling Software: Vendor Benchmarking

Customer Relationship Management (CRM)

A customer rep should:  

  • Understand the customer’s intent 
  • Perform the necessary actions by switching between different systems 
  • Inform the customer 

A disadvantage is the customer has to wait in line before the rep returns with an answer. The other disadvantage is the reps spend their time answering repetitive queries. 

Companies can lower reps’ workload by having RPA bots automate the following: 

23. Loading a detailed customer profile

RPA bots can load customers’ profiles (Figure 1) info on demand.

Figure: Example of a customer profile template.

An image showing a customer profile tmeplate included with sub-headings such as: customer background/demographics, dcision making process, product alignment, wants, goals and desires.

Source: HubSpot

24. Getting detailed billing data

When you call customer service about your most recent payment, you need to stay on the line while the rep pulls your record and reviews it. 

With RPA bots, reps can load billing data much quicker. 

25. Updating user preferences and other user information

RPA chatbots can update user preferences, addresses, contact/personal information and more. This replaces the need to connect to a live agent.

26. Resolving simple, yet common customer issues

RPA bots can reset a customer’s broadband network, or fix simple connection issues without a rep interacting with multiple windows.

27. Automating multi-step complex tasks that require little decision-making

Some legacy systems require customer service reps to navigate a lot of steps for simple tasks. If these do not require human judgment, they can be automated, saving significant time.

28. Answering FAQs

Companies can build RPA-enabled FAQ chatbots to answer customers’ most frequently asked questions without human intervention.

29. Service Level Agreements (SLAs)

RPA bots can be used to automatically generate SLAs, monitor conformance, give breach notifications, and orchestrate troubleshooting. Learn more about service level agreement automation .

30. Automating multi-step complex tasks that require little decision-making

Some legacy systems force customer service reps to complete numerous steps to complete some common tasks. If these steps do not require human judgment, they can be automated, saving significant time.

31. Spam detection 

Approximately: 

  • 90B spam emails are sent daily
  • 4 % of all online reviews are estimated to be spam 

Companies can use NLP-driven RPA bots to read incoming emails, documents, and online reviews to notice those that are likely to be spam and flag them as such.

32. Automated translation 

Especially for international companies, customer complaints, emails, and other forms of correspondence can come in different languages making it harder for customer reps to understand them.

RPA bots can automatically translate the content’s language to allow customer agents to resolve them quickly. Learn more about RPA & NLP integration .

33. Opening up internal tools to customers or employees

Almost all customer service or tech support departments have internal tools with advanced functionality. Service reps use them for internal and external needs.  For example, they may be used to approve payments to vendors even when a 3-way match is not reflected in the systems or enable employees to take additional days off.

If those tools are in legacy systems, it is difficult to expose them directly to customers or employees without training. RPA offers a solution.

The usage frequency of functionalities follows the Pareto principle. A few functionalities (80%) are quite commonly used; the rest (20%) aren’t. After identifying the most popular functionalities of an internal tool, it is possible to write simple web interfaces that leverage bots to complete them. 

This saves users time while reducing the burden of support teams. In addition, the functionalities that the internal tools provide would be more targeted enabling more efficient usage.

34. Software installations

RPA can enable single-click installations of complex systems with interdependent components.

35. Automated testing

RPA tools evolved from testing tools that mimic user interactions. The tests can be built into the software, but testing from a user perspective is equally important. 

Manual testing is time-consuming; automated RPA testing is fast and can: 

  • Boost digital transformation of businesses
  • Speed-up software development
  • Produce more reliable outcomes 
  • Be run after each deployment to ensure new bugs aren’t introduced

Creative manual tests are required for specific scenarios. But no-code RPA solutions are good for common tests that need to be repeated.

36. Product updates

Companies can automate their product updates to notify their customer base of added capabilities of their product/service line in real time.

The benefit of product update automation is that companies do not have to dedicate manpower to notify customers by emails, messages, or phone calls

37. Financial planning

Financial planning involves processing and merging financial statements from numerous departments in a Financial Planning & Analysis (FP&A) system. Intelligent RPA bots with OCR features can automate this via data extraction and ETL.

38. Bank statement reconciliation

RPA bots can automate data extraction and reconciliation against ledger entries .

Specifically, RPA can: 

  • Check for incoming bank statements 
  • Download and extract file content 
  • Reconcile them against entries  
  • Flag exceptions and notify accountants 
  • Close the books 

Learn more about how account reconciliation is automated .

39. Treasury management

RPA in treasury management can automate processes such as:

  • Accounts reconciliation
  • Forecasting risk factors
  • Debt collection
  • Investment decisions (for low-risk investments)
  • Balance sheet preparation

40. Daily P&L preparation

Large financial institutions, especially those in trading, need to track their profit & loss (P&L) and risk exposures daily. 

Companies don’t need to rely on Excel, legacy tools, and manual effort to complete these reports. Some vendors claim 2 that they helped a financial services company automate their daily P&L preparation. As a result, reports’ handling time was reduced from an hour to 20 minutes, with higher accuracy.

41. Candidate sourcing

Companies relying on legacy HR systems can use bots to automate aggregating CVs, assessment results, and interview notes . 

Businesses can leverage web crawlers which can pull data from platforms such as Glassdoor/LinkedIn to create talent pools, compare candidate data, and understand the job market. Learn more about web scraping use cases in recruiting .

42. Employment history verification

Employment history verification includes numerous, routine steps such as arranging candidate interviews, reaching out to previous employers, and maintaining records. A candidate verification service provider 3 implemented an RPA solution in 8 weeks, and used it to reduce 40% of its manual labor.

43. Onboarding

Efficient onboarding and offboarding can reduce the burden on the HR staff and ensure continuity, especially in fast-growing or shrinking firms. In employee onboarding the bot can schedule introductory meetings to speed up orientation.

44. Offboarding

In employee offboarding , the RPA bot can automatically restrict the outgoing employee’s access to confidential company data, calculate compensation packages, and more.

45. Payroll automation

Payroll requires repetitive payroll processing, taking into account myriad regulations and company rules. 

While modern payroll software provides a good solution for this process, some companies rely too much on legacy systems to be able to make the switch to modern payroll software. 

Figure: Image of a robotic hand signing a pay slip

A robotic hand filling a payroll.

Source: Inc.

RPA bots can, at least partially, automate the payroll process , such as: 

  • Automating payroll reports, 
  • Automating payroll taxes, 
  • Calculating commissions, 
  • Collecting timesheets, and more.

46. Absence management

Manual absence management is difficult because: 

  • Employees might forget to log their off days  
  • Deductibles for unaccounted vacation days are employee-specific
  • The process is time-consuming and prone to human error 

Inefficient absence management costs companies ~ $4K/year and $3K/year for each hourly and salaried employee, respectively.

To remedy this, RPA bots can: 

  • Cross-check employees’ absence reports against their logged-in time in the corporate system 
  • Alert other team members when an employee adds their info to the vacation calendar.

Figure: Image of a male employee running out of his workplace towards the beach

Image describing absence management, illustrating a male employee running out of his workplace towards the beach

Source: ARCORO

47. Worker’s compensation claims

An American pharmacy store chain automated its worker’s compensation claims 4 . By their estimation, on any given day, they have ~2,000 employees nationwide on leave.  

RPA allowed them to:  

  • Automatically load the kind of leave employees were on (i.e., paid/unpaid) 
  • Exchange the data between the internal database and its claims management service provider

The benefit was that on paydays, employees’ compensations had automatically and accurately reflected their off-days.

48. Expense management

Companies can use RPA tools to automate their expense management. The bot would extract the amount, date, location, and other info from the receipts and log them into the system. 

This eliminates the need for employees to hold and submit paper receipts. Moreover, entries will be automated, fast, and accurate..Learn more about expense management automation .

49. HR virtual assistants

An HR virtu a l assistant can handle most  HR processes. For instance, recruiting chatbots can automate parts of the hiring process. 

HR virtual assistants can also help employees: 

  • Register sick leave/vacation time 
  • Ask about their employee contract stipulations 
  • Submit expense reports 

Learn more about HR technology trends that are shaping the future of HR management.

50. Change management

RPA bots can:

  • Gather employees’ change requests’ data
  • Screen them 
  • Evaluate them 
  • Send them to department heads 
  • Communicate the results to employees

Learn more about RPA use cases in change management .

51. Updating inventory records

Inventory management typically involves reconciliation across multiple systems as companies find it challenging to bring all inventory management features under one system. 

RPA bots can automate such intersystem reconciliation and communication with ease.

52. Issuing refunds

Unoptimized refund issuance leads to delays and customer dissatisfaction. 

This is a concern because customers requesting refunds are already dissatisfied customers. Making them more dissatisfied can lead to severely negative online reviews which hurts companies’ reputations.

53. Compliance

Changing business, regulatory, or tax requirements such as the introduction of VAT 5 in the UAE in 2018 requires businesses to validate internal and external records, such as constantly scraping government websites for policy changes.

Learn more about RPA in compliance.

Procurement

54. updating vendor records.

Keeping vendor master files up-to-date to streamline vendor payments. 

Updating such files with bots can relieve procurement professionals from simple tasks to focus on managing vendor relationships.

Explore a data-driven list of 23 procurement applications to find the option that best suits your procurement needs.

According to our experience and research, financial services including insurance and BPO (business process outsourcing) seem to be the top users of RPA technologies.

Figure: % of RPA adoption by industry

A table showing the industries with the highest percentage of RPA adoption. Banking, financial services & insurance is at the top.

Source: SSON Analytics

Financial Services

55. know your customer (kyc).

Dedicated KYC solutions are emerging. But if your company doesn’t prefer to use one, RPA bots can partially automate the KYC process . And for edge cases that require human intervention, they can be forwarded to an employee.

Figure: Image of a female employee inspecting the information of other employees

Illustrating know your customer (KYC) approact with an image of a female employee inspecting the information of other employees

Source: Processmaker

56. Loan processing

As with most rules-based, document-processing tasks, loan processing automation is doable with RPA. Business engine rules embedded in bots can: 

  • Extract applicant info
  • Validate it 
  • Assess the submitted business plan 
  • Ask users to fix incorrect issues 
  • Make preliminary evaluation
  • Generate confirmation/rejection letters

57. Trade execution

In cases where legacy systems are not capable of storing complex limit orders, RPA bots can automate the processing of complex orders.

58. Same day funds transfers 

The co-Operative Bank completes payments using The Clearing House Automated Payment System (CHAPS) which offers same-day funds transfers.

The manual process, which took 10 minutes per request, was automated. The steps included:

  • Checking for fund availability 
  • Making a purchase order
  • Performing transfers to where the funds are needed manually

The per-request turnaround time was reduced to a few seconds 6 . Process steps include checking for fund availability, performing the transfer to the point where manual authorization is required without error, charging the customer, and notifying the account.

59. Account Closure

For The co-Operative Bank, account closure was lengthy and time-consuming. It required the:

  • Manual cancellation of direct debits and standing orders, 
  • Transfer of interest charges,
  • And the transfer of funds from one account to another, among other steps.

Now the system is automated with RPA so customer service agents can complete an electronic form over the phone which is sent to a central mailbox where it is processed by the RPA system with no manual intervention 7 .

60. Validating and processing online loan applications:

RPA can be used to build intermediary bots between the online system and the main frame that use business logic to ask the user to fix incorrect entries, make loan decisions and generate confirmation letters 8 .

Automating this process frees your employee from manually running preliminary checks on these loan requests.

Banks need to reply to requests by the auditors for company audit reports. Bots can be used to find all the customer’s accounts year-end balances and return the audit to the audit clerk in the form of a Word document. 

This can reduce the time it takes to run an average audit from days to minutes.

62. Logistics – Trade Finance

Trade finance involves multiple parties coordinating and ensuring the delivery of goods and payments. 

For instance, the banks and the trading company communicate through letters of credit, and other documents, which need to be processed (see diagram below from IBM).

Figure: Automation of trade finance workflow

A workflow image of trade finance automation.

To learn more about finance automation, read: 

  • RPA in finance  
  • Intelligent automation in finance

63. Claims processing

Claims processing is at the heart of every insurance company. Since customers make claims at times of misfortune, a fast and efficient customer experience is crucial. 

Some factors that make claims processing biased, delay it, and reduce visibility are: 

  • Manual/inconsistent processing: Claims processing often involves manual analyses completed by outsourced personnel/ claims adjusters .
  • Input data of varying formats: Customers send in data in various formats
  • Changing regulation: Insurance companies should keep in line with regulation changes through constant staff training and process updates

RPA bots enable claims processing transformation by: 

  • Taking the unstructured data in forms, structuring, extracting, and assessing them 
  • Automating claims verification with rules 
  • Ensuring compliance by changing rules in line with regulatory changes, without the need for re-training staff
  • Increasing fraud detection percentage
  • Claims Bots can take in unstructured data in forms, structure them, extract them, and finally assess them based on predefined rules.

64. Appeals processing

Some claims might result in appeals because of unmatching dates or other documentation issues. End-to-end appeals processing enables: 

  • Reading the claims by OCR 
  • Extracting the complaint and applying the relevant rule with RPA 
  • Managing the exception with BPM

An RPA vendor automated 89% 9 of appeals processing, which involved these tasks, with a 99% accuracy rate.

65. Responding to partner queries

Industries such as telecom or insurance rely on brokers to sell their products and services. It is crucial to serve these partners promptly to maximize their sales. 

South African insurance company, Hollard, automated responses to partner queries by building bots that interpreted incoming emails and either resolved them or passed the complex ones to humans. 

Learn more about:

  • RPA in insurance
  • Underwriting automation
  • Intelligent automation in insurance

Consultants / IT Service Providers / Managed Service Providers / System integrators

66. rpa services.

Most companies require support from professional services companies to help

  • Identify processes to automate
  • Manage the automation project
  • Maintain the RPA bots

This is a valuable opportunity for IT service providers to expand into a new domain which can help them reach new customers or grow their relationship with existing customers.

However, choosing an RPA tech partner is not straightforward. RPA service providers or those considering starting to provide RPA services can identify the factors to consider and example vendors in this whitepaper:

67. Telematics

Cars leveraging Android Automotive OS are on the rise. RPA can allow automated: 

  • Over-the-air software updates 
  • Location data exchange 
  • Anti-theft protocols updates 
  • Navigation features updates 

Learn more about RPA use cases in the automotive sector .

68. Air traffic control 

RPA bots can improve air traffic control (ATC) through a constant exchange of data between airplanes’ flight schedules and real-time locations, weather reports, and fueling times.

69. Informing travelers 

Airports, airlines, or travel agencies can use RPA to send travelers real-time notifications via apps or emails. Use cases include: 

  • Informing them of flight schedule changes and gate changes 
  • Estimated walking time from their specific location to a boarding gate
  • Boarding time, etc. 

70. Automated check-ins 

The check-in kiosks at airports leverage OCR-enabled RPA bots to: 

  • Scan travelers’ passport barcode
  • Cross-match their info with ticket info 
  • Load up their specific accommodation requests 
  • Print their luggage and boarding tickets 

Agriculture

71. soil preparation.

RPA- IoT integration allows IoT agricultural sensors to extract soil data, such as:

  • Nutrient levels
  • Moisture levels

RPA bots can structure the data and present the information for data-driven soil preparation.

72. Irrigation

RPA can be one of the technologies to start the smart irrigators whenever IoT sensors indicate a drop in soil moisture level. Moreover, by accessing weather data thanks to agriculture APIs , RPAs can plan the irrigation schedule concerning predicted precipitation levels.

73. Yield prediction

RPA bots can extract soil and crops’ data from the IoT sensors, and the weather report from databases, along with other variables to feed into ML algorithms to predict yield amount.

Note: This is a reductive explanation of how yields can be predicted.

Learn more about RPA use cases in agriculture.

74. Course registration

RPA bots can create personalized, registration semester plans for each student based on their: 

  • Majors and minors 
  • Remaining needed credits for graduation
  • Available seats in each class 
  • Expressed interest in elective subjects

75. Exam grading

For multiple choice exams, RPA bots can automatically grade each entry by comparing it against the exam key. 

For long answer questions, RPA bots can use NLP and OCR to figure out what the student said and compare it to the possible answers the professor gave.

76. Booking advising sessions

Students need constant advising sessions. These could be meetings with: 

  • College advisor to see student’s possible college candidates 
  • Academic advisors in college to see student’s progress
  • Immigration advisors in college/high school to ensure international student’s legal status
  • Career advisors in college to browse job opportunities after graduation 

RPA bots, on school portals, can automatically create meeting time slots between the student and the relevant advisor based on the student’s current status.

77. Shortlisting admission candidates

The top-10 American colleges, in terms of number of applications, received between 65K-109K applications in 2021. Schools and universities can use RPA for the initial screening of applications to eliminate those that do not meet the basic requirement criteria, such as missing documents, spam applications. 

The benefit is that the admission personnel can then spend more time on applications that have made it to the next round.

78. Attendance management

RPA bots can be used by teachers to track each student’s attendance. For example, if answering live quiz questions in class is a sign of attendance, RPA bots can match each student’s answer on the day with their name. Or, in virtual classrooms, they can scrape each student’s name and type it into the attendance sheet for that day. Then, they can figure out how many points each student has.

Hospitality

79. room reservation.

RPA bots can reconcile users’ online payments, extract their information from the website’s database, and reserve their rooms automatically.

80. Automated check-ins & check-outs

RPA bots can send periodic notifications or emails to guests to remind them of their check-in and check-out times so misunderstandings about this matter are minimized.

81. Automated room pricing

RPA bots can scrape competitors’ websites for the prices they charge for similar rooms. The data can be put into spreadsheets and sent to the hotel manager for analysis.

The bot can also automatically adjust the hotel’s room prices, based on pre-determined rules, to match the competitors with minimal human intervention.

Learn more about RPA’s use cases in the hospitality industry.

82. Patient Appointment Scheduling

RPA can schedule a patient’s appointments based on diagnosis, doctor availability, location, and other variables including financial statements and insurance information.

83. Enhancing patient care by supporting analytics

RPA bots can collect various medical data. For example, RPA bots can transfer patient data to third-party healthcare analytics services to deliver accurate diagnoses and improved patient care without restricting any confidentiality regulations.

Feel free to check our articles on:

  • Healthcare RPA
  • Intelligent automation in healthcare
  • IoT in healthcare

A comprehensive list of RPA use cases in government is listed by Capgemini image shown below:

Figure: RPA use cases in government

Application and use cases of RPA in Government

84. Pandemic (e.g.COVID-19) health tracking & alerting automation

RPA bots are claimed to have been used by a health agency to pick up the records of symptomatic people and send alerts to nearest healthcare teams 10 . The benefit in reduced manual work in tracking symptomatic people.

Learn more about intelligent automation in government .

85. Bill of Material (BOM) processing

Bill of material is the document that contains each raw material, component, and the instruction required to manufacture or repair a product. Errors in  BOM can affect the production cycle.

RPA can automate Bill of Material processing with OCR, and data extraction technologies based on deep-learning.

86. Inventory control

RPA bots can facilitate inventory controls by alerting you when the stock level is lower than demand.

For instance, an automotive manufacturer[en_note] “ Automotive leader implements RPA solution to de-risk its inventory management and reduce stockouts ” BirlaSoft . Retrieved on December 21, 2022. [/efn_note] is claimed to have used RPA software to automate inventory control processes.

  • Reads the emails and notifications received from demand planners. Emails would need to follow certain style guidelines to ensure that the bot picks up data correctly from emails
  • Extracts the data from emails and updates the safety stock details in the ERP automatically
  • Notifies stakeholders in the process after updating stock levels.

87. Proof of Delivery (POD)

PODs are important for three-way matching and manufacturing planning.  

The document is highly labor-intensive and contains a high risk for human errors. RPA bots can track logistics systems and once the delivery occurs, link the shipping data into the warehouse management system. 

This frees time from customer service employees along with improving response time.

88. Identifying production malfunction

RPA-IoT integration can notify whether the production equipment is functioning correctly by transferring its real-time status data, such as pistons’ RPM, heat data, vibration level, etc.

Learn more about:  

  • RPA in manufacturing   
  • Intelligent automation use cases in manufacturing

Restaurants

89. floor management.

RPA bots in restaurant POS systems can automatically:

  • Split a table’s tab amongst diners
  • Allow the simultaneous monitoring of multiple tables’ orders and tabs
  • Send waiters notifications whenever a table’s food is ready to serve
  • Keep records of the number of diners throughout the day, on each table, the highest/lowest ordered food

90. Meal price updates

RPA bots can be configured to keep track of small changes in the pricing of the ingredients and to automatically increase/decrease the cost of the meal accordingly.

The benefit is that, especially in inflationary times, restaurants can adjust their meal prices for ingredient costs. 

Learn more about the use cases of RPA in the food industry.

Retail includes constant operational and analytics activities, such as launching new products or promotions.

Though RPA companies rely on API connections for such operations, there are still many legacy systems without API interfaces where RPA can be used for integration for completing the following processes:

91. Product categorization

Global retail companies need to harmonize SKU (stock keeping unit) data from multiple markets to be able to look beyond numbers to insights such as, “What is our toothpaste market share in Eastern Europe?”. 

Traditionally, these tasks required employees to manually match SKUs to categories in complex spreadsheets. Since this is a task that does not directly impact customers, fault tolerance is not very high and RPA bots can be used to automate the process, saving thousands of hours of work and reducing manual errors. 

Everest Group’s report 11 provides details on a specific example.

92. Automated returns

Automating returns can improve customer satisfaction and reduce manual labor. 

RPA bots can be used to automate the steps of the return process, which include: 

  • Checking customer purchase records from the system 
  • Checking the reason for the return
  • Asking more questions such as ‘ has the item been worn?’ 
  • Assessing the return’s eligibility

93. Trade promotions

Shop floor trade promotions require back-end admin work. RPA bots can automate relevant tasks such as:

  • Creating and allocating funds for promotions
  • Generating reports that give visibility of promotion performance

Automation makes it easier and faster for retailers to launch trade promotions.

94. Inventory/supply chain management

Some retailers rely on legacy systems for stockkeeping. RPA bots can perform constant checks on these systems, providing data on key metrics like items with low stock levels or rapidly changing stock levels.

For more, read about intelligent automation in retail and RPA in retail .

95. Credit checks

KYC automation can be done for post-paid accounts.

96. SIM swapping

Assigning a new SIM to a user. RPA can help SIM swapping by automating the process of customer authentication, indemnification, and authorization.

97. Customer dispute resolution

Automatically classifying disputes, resolving simple ones,, and assigning the complex ones to related parties is a relatively simple yet effective back-office process to automate through RPA.

98. Porting customer numbers

Utility companies can automate number porting when customers switch operators.

Learn more about RPA use cases on the telecom industry.

99. Billing

RPA bots can automatically fill out the billing information on each user’s bill and send it to them.

100. Meter readings

RPA can extract each meter’s usage amount from the meter’s cloud database, put it on the bill, and automatically calculate its cost/watt.

101. Predictive maintenance

Issues in cell towers and cellular wires can cause fires. RPA bots can automatically schedule maintenance by observing each tower’s last maintenance, age, server load, and geographical location. 

Learn more about RPA use cases in utilities

  • Hobbyists use free editions of RPA solutions to build bots for personal use for applications like transferring business cards to Salesforce or pulling data from multiple websites to identify the best deals on auction websites
  • Another app from a hackathon was built for P&G: An automated receptionist for welcoming visitors to enterprise campuses

For more on RPA

To learn more about RPA, read:

  • RPA benefits
  • Future of RPA
  • In-Depth Guide to Top 150 RPA Consultants

If you believe your business would benefit from adopting an RPA solution, look at our most up-to-date and comprehensive list of RPA products .

Please keep in mind that RPA is not the solution to all business problems. Machine learning expertise may be necessary to automate complex business problems.

Feel free to check our article on intelligent automation use cases for examples of AI/ML-powered RPA. If you need help in identifying solution providers in RPA or another category:

Don’t forget to read our RPA whitepaper:

External Links

Inspired by real-world RPA use cases from reports, 12 vendors’ case studies and our experience.

  • 1. “ Marketing Technology Landscape 2022 .” Chiefmartec. 2022. Retrieved on December 21, 2022.
  • 2. Dumitrica, Gratiela (November 23, 2017). “ Attended Automation in Action: Three Real World Scenarios .” UiPath . Retrieved on December 21, 2022.
  • 3. Dumitrica, Gratiela (November 23, 2017). “ Attended Automation in Action: Three Real World Scenarios .” UiPath . Retrieved on December 21, 2022.
  • 4. “ How Blue Prism’s Digital Workforce is increasing Walgreens’ HR shared service efficiency by 73% .” UiPath . March 2018. Retrieved on December 21, 2022.
  • 5. “Value Added Tax (VAT).” U.A.E. Retrieved on December 23, 2022.
  • 6. “ Blue Prism Drives Efficiencies at The Co-operative Bank .” Blue Prism . Retrieved on December 21, 2022.
  • 7. “ Blue Prism Drives Efficiencies at The Co-operative Bank .” Blue Prism . Retrieved on December 21, 2022.
  • 8. “ Blue Prism Drives Efficiencies at The Co-operative Bank .” Blue Prism . Retrieved on December 21, 2022.
  • 9. “ The Right Way to Combine AI and RPA .” WorkFusion . February 14, 2018. Retrieved on December 21, 2022.
  • 10. “ COVID-19 health tracking and alerting automation for State Government ” UiPath . Retrieved on December 21, 2022.
  • 11. “ Creating Business Value Through Next-Generation Smart Digital Workforce .” HubSpot. 2017. Retrieved on 23 December, 2022.
  • 12. “ Thoughtonomy RPA Whitepaper FINAL .” SCRIBD . June, 2016. Retrieved on December 21, 2022.

rpa supply chain case study

Cem has been the principal analyst at AIMultiple since 2017. AIMultiple informs hundreds of thousands of businesses (as per similarWeb) including 60% of Fortune 500 every month. Cem's work has been cited by leading global publications including Business Insider , Forbes, Washington Post , global firms like Deloitte , HPE, NGOs like World Economic Forum and supranational organizations like European Commission . You can see more reputable companies and media that referenced AIMultiple. Throughout his career, Cem served as a tech consultant, tech buyer and tech entrepreneur. He advised businesses on their enterprise software, automation, cloud, AI / ML and other technology related decisions at McKinsey & Company and Altman Solon for more than a decade. He also published a McKinsey report on digitalization. He led technology strategy and procurement of a telco while reporting to the CEO. He has also led commercial growth of deep tech company Hypatos that reached a 7 digit annual recurring revenue and a 9 digit valuation from 0 within 2 years. Cem's work in Hypatos was covered by leading technology publications like TechCrunch and Business Insider . Cem regularly speaks at international technology conferences. He graduated from Bogazici University as a computer engineer and holds an MBA from Columbia Business School.

To stay up-to-date on B2B tech & accelerate your enterprise:

Next to Read

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rpa supply chain case study

Great post. Thank you for sharing.

rpa supply chain case study

Very useful blog to understand the RPA use cases clearly. Can you please share any use cases in engineering. Can RPA +AI help in using engineering tools from pdf inputs. like drawing from PDF to Autocad. Thanks

rpa supply chain case study

Hello, Soma. We don’t have an article on RPA-engineering use cases. But we have written on RPA-manufacturing: https://research.aimultiple.com/rpa-manufacturing/ . About your specific question: Not that we know of. If this is a common use case, you can contact data extraction vendors for a custom solution.

rpa supply chain case study

Incredibly well-written blog! I’ve learned many ideas, many thanks for blogging

Hello, Eshika. We are glad you enjoyed our article!

rpa supply chain case study

Please explain on recurring payment automation . What are the benefits and results. What are the problem faced before automation to this process

Hello, Chandana! Thank you for your suggestion. We will be writing an article on recurring payments soon.

rpa supply chain case study

Great to read about multiple blogs on robotic process automation, we should try to marry AI and ML to create robust robots that would enhance productivity .

rpa supply chain case study

This Blog Is Fully Informative. Thank For sharing this Information.

rpa supply chain case study

Thank you for sharing about these robotic process automation use cases with us, these will be really helpful to many.. I love reading this blog; it talks so much about planning a great idea about it. Keep sharing such informative articles in future, will be appreciated.

rpa supply chain case study

good content to understand

rpa supply chain case study

Great read! Automation can find applications in many industries.

rpa supply chain case study

Great post. so much information. I tried zetexcel and i found it easy

rpa supply chain case study

Thanks for sharing. As in a part of RPA Development services, it gives me more encouragement to work further with more enthusiasm.

rpa supply chain case study

Full disclaimer: I work at Nanonets.

This is a great blog, thanks for the info! Nanonets OCR is a No Code Data entry automation platform that integrates with leading RPA vendors. You can build a custom deep learning model for any sort of document type with varying diversity in templates. The advantage of a Deep Learning based solution vs a Traditional template based approach is that it’s able to generalize across a variety of formats, image sizes.

Thanks for the heads up!

rpa supply chain case study

Valuable information

rpa supply chain case study

a clear and depth view what exactly do RPA

rpa supply chain case study

Hello AIMultiple, This list is fantastic. This is probably the 3rd time I am reading it. I feel we can make it a comprehensive list and share to a wider audience across. Each business use case should have a challenge/challenges listed and how RPA can tackle and be a solution to it. I can add some cases as well from Pharma and Finance domain. most recently I am working on Energy sector and could add those as well.

rpa supply chain case study

Dear AI Multiple Author, Thank you for providing us readers with an educative article on the uses and application of RPA. Your versatility and subjective command is extraordinary even since your earlier article on Robotic Process Automation. It is a must read for every company looking to convert to RPA as this article provides a complete and elaborate guide on both Industry and Department wise.

rpa supply chain case study

Hello, Well written article and elaborately explained. We’d love to share our experiences and case studies to collaborate further.. Would that be possible?

rpa supply chain case study

Infrrd AI( https://infrrd.ai/ ) takes out the pain of capturing data and extracting intelligence from a plethora of documents, delivering you the information you need without having to manually go over documents one by one. The software basically saves you precious time and effort and you never have to worry about accuracy as Infrrd AI uses the latest OCR technologies and their own AI algorithms to ensure the precision of every extracted data.

rpa supply chain case study

Infredibly well written blog! I’ve learned many ideas, many thanks for blogging.

Have you got a subscriber list I’m able to register for?

rpa supply chain case study

We love this piece. My company is wondering if we could connect to share some of our use cases as well.

Thanks so much, Jessica

Hi Jessica, Sure, would love to collaborate. Reaching out to you from my aimultiple.com email.

rpa supply chain case study

Thanks for the valuable information in detailed manner. Can you please let me know if we would be able to use RPA for SQL server jobs automation process. We are using SSIS and in order to load the data in daily basis there are few jobs running now as part of another automation tool.

Thanks in advance

Hi Trinath, Most RPA tools should be able to automate SQL jobs. For example, visualcron provided a short tutorial on this

rpa supply chain case study

Your style is really unique compared to other folks I have read stuff from. Thank you for posting when you have the opportunity, Guess I will just bookmark this page.

rpa supply chain case study

Very well explained but how so some onde do data validation usgin rpa?

While relatively simple checks like data type checks would be automatically performed in databases, more complex validation that includes business rules can be programmed using RPA. For example a customer’s usage may be restricted in complex ways by user’s subscription. This restriction can be programmed in a simple RPA bot that regularly validates data and highlights anomalies

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Five RPA use cases in supply chain and logistics

rpa supply chain case study

Logistics is a very complex industry that involves a lot of well coordinated procedures, such as processing orders, inventory, scheduling and tracking delivery. If so far all of these high-volume, repetitive processes were performed manually, automation proves to be a real game-changer for the future of the industry. When performing monotonous, mundane tasks, humans naturally become prone to errors, which could lead to delays and operational inefficiency, but robotic process automation (RPA) is here to change the way logistics companies do business, enhancing the accuracy of their processes.

Let’s take a look at a list of the most relevant RPA use cases for the supply chain and logistics:

Order management

In the supply chain and logistics industry, every process has to be very precise to achieve overall success of the business, so order management has a vital role.

Depending on the size of the company, hundreds or even thousands of orders have to be reviewed daily before proceeding with the shipping and invoice processes, but doing this manually can turn into a nightmare fairly quickly.

Using RPA in the supply chain, you can automate this whole process, using a wide range of criteria such as pricing, quantity and regularity of purchase. In case of any mismatches, the software robots can send notifications to employees to review the order – but this happens only for a very small percentage of the orders.

For example, Rudolph is a software robot built by us on the UiPath platform for a toy retailer. Its role is to process the orders that Ara Toys get from their clients, to confirm that they are in stock and to make sure they are delivered on time. By doing this, automation saves Ara Toys hours of manual work every single day. Find out more about how Rudolph can help processing orders for Ara Toys from  our video case study .

Inventory management

Inventory monitoring is another important element of the core business of logistics in order to align the demand with the available products.

Since it requires tracking a large amount of data, robotic process automation in supply chain and logistics can monitor the remaining quantity of the products, send a notification to the responsible employee and, at the same time, order new shipments when needed.

Software robots can optimize the whole inventory management process by tracking inventory from the time products are received, to shelves, and then shipping.

Planning of the supply and demand

This process requires analyzing reports and a huge amount of diverse data from the market, suppliers, customers and from the company itself. These tasks are very time-consuming and require a high level of attention from human workers, which puts them at risk of generating errors.

RPA can perform these activities faster and without mistakes, by gathering, storing and preparing data and then by delivering it in a complex report. Thus, managers can efficiently plan the supply and demand.

Invoice management

Invoice management requires high-volume tasks involving tracking and entering a significant amount of data – which makes it suitable for automation.

RPA can process invoice documents from suppliers much easier, faster and reduce the risks of error to zero.

As a  UiPath partner , we built for a software robot named Piscot for Ana Pan, to help the company process orders from supermarkets. The robot adds the order in the ERP software, sends the baked goods into production and sets the date and time for delivery to the supermarkets.

Using Piscot, the company reduced the cost and time it takes to input invoices into their system – each month Piscot is saving Ana Pan 60 hours of labor work for one person while reducing errors to zero.  Watch Piscot in action in our video case study .

Customer satisfaction

This is an important ingredient in every business and industry, as customers need to be well informed about the status of their orders. Thanks to automation, emails and notifications can be sent to customers during the whole process, from the moment the order is processed, shipped or delayed.

Summing up, robotic process automation can facilitate maintaining a better customer experience for the supply chain and logistics industry.

Cristian Ignat is Founder & CEO at Aggranda

This article is a summary of this blog

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Dataspace Insights

How RPA is Transforming Industries: Real-World Case Studies

RPA_TransformINd

Robotic Process Automation (RPA) has rapidly become a transformative force across numerous industries.

With its ability to streamline operations, increase efficiency, and reduce costs, RPA is revolutionizing the way businesses operate.

In this article, we’ll explore several RPA case studies that demonstrate the power of automation in various sectors, and highlight some key RPA transformation success stories.

So, let’s dive in! 😊

RPA in Healthcare

The healthcare industry is witnessing a significant shift as RPA continues to enhance patient care, optimize administrative tasks, and improve overall efficiency. RPA in healthcare has shown the potential to:

  • Streamline patient registration
  • Automate appointment scheduling
  • Manage billing and claims processing
  • Enhance data management and security

Case Study: RPA in a Large Hospital System

A large hospital system implemented RPA to streamline its patient registration process.

They witnessed a dramatic reduction in the time spent on patient registration, with a 60% reduction in manual data entry, leading to an estimated annual savings of $1.2 million.

This RPA transformation success story highlights the potential for automation to improve both patient care and administrative efficiency.

RPA in Finance

Rpa benefits in finance.

The finance sector has embraced RPA, using it to automate various tasks, including:

  • Account reconciliation
  • Fraud detection
  • Loan processing
  • Compliance reporting

Case Study: RPA in a Leading Bank

A leading bank adopted RPA to automate its account reconciliation process.

The bank experienced a 70% reduction in manual work hours and a 95% improvement in accuracy.

Furthermore, the bank was able to reallocate resources to more strategic tasks, resulting in a more streamlined and efficient finance operation.

RPA in Supply Chain Management

Rpa benefits in supply chain management.

RPA has brought significant advantages to supply chain management, including:

  • Improved order processing
  • Enhanced inventory management
  • Optimized logistics and shipping
  • Streamlined vendor management

Case Study: RPA in a Global Retailer

A global retailer implemented RPA to optimize its order processing system.

The result was an impressive 80% reduction in manual data entry and a 90% improvement in order processing speed.

This automation success story demonstrates the potential for RPA to revolutionize supply chain management and contribute to a more efficient retail operation.

RPA Implementation Challenges

Despite its numerous benefits, RPA implementation isn’t without its challenges. Organizations should be aware of potential hurdles, such as:

  • Identifying the right processes for automation
  • Ensuring seamless integration with existing systems
  • Addressing concerns about job displacement
  • Providing adequate training and support for employees

RPA has already demonstrated its ability to transform industries, streamline processes, and boost efficiency.

These RPA case studies highlight the potential for organizations to reap significant rewards by embracing automation.

By understanding the benefits, addressing the challenges, and learning from RPA transformation success stories, businesses can harness the power of RPA to revolutionize their operations and maintain a competitive edge in the market.

As RPA continues to evolve and mature, we can expect even more industries to adopt this game-changing technology.

By staying informed and open to innovation, companies can leverage RPA’s full potential and drive long-lasting success. So, it’s time to embrace RPA and witness the transformation it can bring to your organization! 😃

Thank you for reading our blog, we hope you found the information provided helpful and informative. We invite you to follow and share this blog with your colleagues and friends if you found it useful.

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Case Study on Supply Chain Management Utilization of RPA

Case Study on Supply Chain Management Utilization of RPA

  • The inventory information is in multiple systems, and the SCM team collects that information manually.
  • The task involves calculating the items at risk and sending reminder emails.
  • The SCM team is deciding the quantity of items to order. 
  • Current Inventory data from different systems are exported in Excel format.
  • The new PO list is fetched in CSV format.
  • Data for items consumed in the last week is exported in Excel format. 

Case Study on Supply Chain Management Utilization of RPA

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rpa supply chain case study

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IMAGES

  1. Top 12 Use Cases of Robotic Process Automation (RPA) in Retail

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  2. RPA for Supply Chain Management in Retail, Use Cases and

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  3. RPA in Supply Chain

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  5. Top 5 Case Studies for Robotic Process Automation (RPA) in Supply Chain

    RPA use cases in supply chain and logistics. Let's take a look at a list of the most relevant RPA use cases for the supply chain and logistics: 1. Order management. In the supply chain and logistics industry, every process has to be very precise to achieve overall success of the business, so order management has a vital role.

  6. Supply Chain Automation

    Customers achieve world-class results with AI and automation in supply chain. E. & J. Gallo, a U.S.-based winery and distributor, realized it needed a faster and more reliable way to transfer data to its inventory management system. Robotic process automation (RPA) was the most obvious tool for the job.

  7. RPA in Supply Chain and Logistic Management

    It allows businesses to scale up swiftly to meet the business requirements as demand increases. Robotic process automation (RPA) is the use of software robots to automate routine, repetitive tasks in a variety of industries, including supply chain management. In the industry, it can be used to automate a range of activities, such as data entry ...

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  10. Benefits and Impact of RPA for Supply Chain Management

    Impact of RPA on Supply Chain Management. With RPA, supply chains attain enhanced cycle time and agility, increased capacity and asset efficiency, improved receivables, as well as high levels of supplier, customer, and employee satisfaction. But in addition to recognizing these benefits, it's also important to acknowledge the foresight that ...

  11. Beyond Basics: Deep Dive into RPA In Supply Chain Management

    Some successful case studies of RPA implementation in supply chain management include companies like DHL, which implemented RPA to automate their order processing and inventory management tasks. Another example is Unilever, which used RPA to automate their invoice processing and reduce processing time by 90%.

  12. Robotic Process Automation: The Key to Reviving the Supply Chain

    With the invoice automation use case, where the tedious and time-consuming tasks of processing invoices could be carried out with ease and in an error-free manner. One could realize the capability of RPA in enhancing the Supply Chain efficiently. RPA adoption in Supply Chain is still at its nascent stage of growth at the moment.

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    RPA: UiPath, Automation Anywhere. AI: TensorFlow, IBM Watson. This case study illustrates the significant impact that technology can have on transforming business operations. By harnessing the ...

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    Inspired by real-world RPA use cases from reports, 12 vendors' case studies and our experience. 1. "Marketing Technology Landscape 2022." Chiefmartec. 2022. Retrieved on December 21, 2022. 2. Dumitrica, Gratiela (November 23, 2017). "Attended Automation in Action: Three Real World Scenarios." UiPath. Retrieved on December 21, 2022. 3.

  17. How RPA Impacts the Global Supply Chain

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  18. Five RPA use cases in supply chain and logistics

    Using RPA in the supply chain, you can automate this whole process, using a wide range of criteria such as pricing, quantity and regularity of purchase. In case of any mismatches, the software robots can send notifications to employees to review the order - but this happens only for a very small percentage of the orders.

  19. How RPA is Transforming Industries: Real-World Case Studies

    Case Study: RPA in a Global Retailer. A global retailer implemented RPA to optimize its order processing system. The result was an impressive 80% reduction in manual data entry and a 90% improvement in order processing speed. This automation success story demonstrates the potential for RPA to revolutionize supply chain management and contribute ...

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  21. Case Study on Supply Chain Management Utilization of RPA

    Supply Chain Management (SCM) plays a crucial role in every sector, and its significance is particularly pronounced in the Food Industry. The SCM team closely monitors the currently available inventory and continually reminds the suppliers about upcoming purchase orders. They must make various calculations, such as determining the number of ...

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    RPA in Financial Reporting empowered a Global Mining Corporation Eliminate Manual Laboring. Synopsis The way senior management sifts the data today has changed dramatically. They no longer. RPA case studies by RPATech. Discover how we helped our clients achieve automation success across various industries and domains.

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