What Is Robotic Process Automation?

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

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

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

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

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

The basics of RPA

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

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

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

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

The benefits of RPA

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

The business benefits of RPA include:

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

What processes are suited for RPA?

Robotic process automation is a versatile, scalable technology that can be applied throughout the enterprise in a variety of industries. Top candidates for optimization with RPA are typically:

  • Consistent and routine
  • High volume
  • Prone to human error
  • Limited in requiring a person to make a decision
  • Manual data entry

In many cases, RPA can bring immediate value to core business processes including:

  • Payroll
  • Employee status changes
  • New hire recruitment and onboarding
  • Accounts receivable and accounts payable
  • Invoice processing
  • Inventory management
  • Report creation
  • CRM data updates
  • Software installations
  • Data migration
  • Vendor onboarding

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

A virtual business assistant

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

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

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

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

Bridging integration gaps with RPA

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

RPA and digital transformation

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

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

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

TPIRC Automates Business Processes to Treat Patients With Orphan Diseases

The Translational Pulmonary & Immunology Research Center (TPIRC) deployed process automation and data analytics to develop new treatment protocols for patients suffering from rare and orphan diseases, and used document management technology to scale its practice.

TPIRC founder and Chief Medical Officer Dr. Inderpal Randhawa spent the early part of his career working in intensive care units where he saw enough children die from anaphylactic reactions to food allergens that he began to question conventional treatment protocols. He decided to dedicate his career to changing how healthcare operates. To help the medical team continue to innovate on behalf of patients, TPIRC and its second division, the Southern California Food Allergy Institute, employed Laserfiche to automate treatment plans, reduce the time practitioners spend on paperwork, and share information between clinical and research divisions.

In addition to regular treatments, at the onset of the COVID-19 pandemic the clinic rapidly rolled out a key Laserfiche form and automated business process, which were used to schedule COVID-19 testing for high-risk patients, ensuring continuity of care.

Innovation Fueled by Data Analytics

Healthcare is one of the fastest growing segments of the U.S. economy, yet it’s one of the slowest moving in regards to innovation. TPIRC’s mission is to close that innovation gap by developing new treatment protocols for conditions other physicians no longer try to treat or cure, a category known as orphan diseases. To advance its mission, TPIRC relies on complex clinical processes and huge amounts of data which must be shared efficiently between practitioners.

“What separates us from other physicians who are attempting to do any type of food allergy treatment is data analytics,” said Herman Sandhu, medical liaison at TPIRC. TPIRC physicians compare the results of lab tests to over 1 trillion data points TPIRC has gathered over the years.

Previously, TPIRC managed data for each patient manually, using a spreadsheet program. The laborious process led to employee overtime and made it difficult to identify data or process bottlenecks. The center connected with Laserfiche to implement a Laserfiche enterprise content management (ECM) system, then began eliminating siloed programs and automating patient data tracking.

“Document sharing, document storage, and the ability to automate processes are important for us as we expand our program,” said Sandhu. “Finding a way to operate in an efficient manner, with processes as automated as possible, was what led us down the road to adopting an ECM solution. … Once we saw how Laserfiche improved efficiency and gave us access to specific data points, we decided that we would like for each department to start to operate within Laserfiche, using the program for any tasks that could be automated or would benefit from some type of workflow.”

TPIRC implemented a pair of Laserfiche solutions to communicate the results of lab analyses and automate the development of treatment plans for food allergy patients.

Sandhu built the Lab Analysis Workflow, an automated workflow in Laserfiche that routes patients’ lab results to multiple physicians who can provide an assessment or extract information from the results. This allows the team to smoothly communicate their medical and data analysis, and track when each portion of medical analysis is complete.

“Before, I would’ve had to manually check all the dates, whereas Laserfiche gives me the kind of time stamp data that allows me to understand how long processes are taking,” said Sandhu. “Laserfiche allowed me to understand where bottlenecks were occurring and how I could improve the process. And then, the amount of time being spent on each patient did speed up.”

After the Lab Workflow Process is complete, TPIRC practitioners are able to predict the level of allergens that will cause a reaction in a particular patient and develop a course of treatment that will desensitize the patient over approximately 18 months.

Before implementing Laserfiche, Sandhu and Dr. Randhawa manually typed treatment plans to distribute to practitioners as well as to the food lab, which produced the food-based “doses” patients received during each appointment. Not only was the process time consuming for the practitioners, the food lab couldn’t easily export data to understand how many doses of each food they needed to prepare for each day or each appointment.

To digitally transform this process, Sandhu used Laserfiche to create a custom form that included the patient’s identifying number, the type of food they would consume during each visit, the amount of each food dose, and the number of doses need. “Now when our food lab production team needs to know the number of doses to produce, they can just pull a report,” said Sandhu.

The form also allows TPIRC to add to their growing data set, and further increase the effectiveness of their treatments.

Laboratory worker in protective mask using digital tablet

Testing Patients for COVID-19

At the onset of the COVID-19 pandemic, the TPIRC team knew they couldn’t interrupt their essential health services. In order to maintain continuity of care while preventing the spread of the disease, TPIRC began testing patients for COVID-19, assisted by a Laserfiche automated business process.

Over two days, Sandhu quickly built a business process in Laserfiche to receive COVID test requests. The process begins with patients filling out a Laserfiche form, providing information including their exposure history, their distance from the TPIRC clinic, and their age.

“With everyone scared and unsure what was going on, everyone wanted to get tested, but certain patients needed to be tested sooner than others,” said Sandhu. “Laserfiche helped us to prioritize patients and keep track of them.”

Through a Laserfiche automated process, TPIRC emailed patients consent forms and invoices prior to testing. Following the test, results were uploaded and routed to the diagnostic manager, who performed a medical analysis then marked the test results as either positive, negative, or invalid. The process then branched off into multiple flows depending on the results: Patients who received negative tests were sent an email, while results that were marked positive received a second look from one of TPIRC’s main providers. If the provider confirmed a positive result, the Laserfiche process prompted a member of the provider team to reach out to the effected family to offer guidance. All results were saved to the repository.

“Our biggest win from Laserfiche came when COVID hit. We’ve tested over 500 patients now,” said Sandhu. “Our patients needed to feel like when they were showing up to a clinic, they were in a safe environment. If we don’t have trust, we can’t offer them treatment.”

Maximizing Efficiency to Provide Care for More Patients

After implementing Laserfiche, TPIRC immediately saw a reduction in the amount of practitioner overtime. Rather than spending two to three hours of overtime per week manually completing essential documentation, providers were able to regain some work-life balance.

At the same time, TPIRC has seen an improvement in the flow of information and data between the center’s divisions. In the healthcare industry, clinical practitioners, medical researchers, and patient advocates generally operate independently of one another, even though their work influences each other’s results. In an effort to realign this disjointed system, TPIRC houses not only clinical providers, but their own research and diagnostic lab, as well as an advocacy center.

“We can push all of our patient data to the researchers, and start to discover new bio-markers that we can use to test patients,” Sandhu said. “This increases our efficiency rate and the scope we’re operating within.”

As the footprint of the organization expands, so will the number of orphan and rare diseases that TPIRC treats as well as the efficacy of the treatments already in place. Dr. Randhawa’s research has already increased the life expectancy of patients suffering from cystic fibrosis from about 15 years to about 25-30. The organization considers this to be a good starting point — and positive progress toward its ultimate goal of leaving no disease behind.

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