AUTOMATING PROCESSES WITH RPA


TATICCA is implementing RPA's technology in its clients, with the objective of automating processes with more speed and precision. In partnership with Automation Anywhere, a world reference in RPA tool, the consultants will be responsible for the development and implementation of robots in several clients, whether they are from TATICCA or that adhere to the Automation Anywhere solution. It is worth remembering that TATICCA intensively trained its consultants in programming robots on other platforms as well, such as UiPath and WD.

 

TATICCA consultants recently started an Automation Anywhere solution implementation project at a large Brazilian university. Among the objectives of the project is the improvement of the services provided by the use of the university's technology systems of all operational procedures.

 

RPA is the acronym for "Robotic Process Automation", a tool that uses robots as routines operating different systems within the computer, websites and even in documents in tools such as Microsoft Office. In this way, it operates simulating what a human would do, following predefined rules. The evolution of this technology is so significant that artificial intelligence tools already exist, capable of understanding highly complex tasks and adapting when changes occur.

To ensure the return on investment in RPA implementation, it is necessary to choose the right tasks, those that consume a lot of human resources and have key characteristics described below:

 

·      Large volume of activity execution;

·      Manual data entry;

·      Repetitive work;

·      Access to multiple legacy systems;

·      Processing based on rules and well-defined logic;

·      High number of outsourced workers.

 

Common processes that can be robotized:

 

·     HR Services: Payroll, Time and Service Management, Onboarding and Offboarding, Benefits Administration, Recruitment (back office), Personnel Administration, Education and Training;

 

·     Supply Chain: Inventory Management, Demand and Supply Planning, Contract Management and Supplier Evaluation, Service Order Management, Returns Processing, Freight Management;

 

·   IT Services: Server and app monitoring, Time and attendance management, Routine monitoring and maintenance, Email processing and distribution, Reset/unlock password, Backup and restore;

 

·    Accounting and Finance: Procurement to Pay (P2P) - Tax receipt and invoice management, Order to cash (O2C) - Sales order and billing management, Record to Report (R2R) - consolidation of information and generation of reports and indicators , Reconciliations and miscellaneous reports;

 

·     Customer Service: Customer Inquiries, Order Management, Customer Accounting Setup, Document Processing, Duplicate Entry into the System.

 

Common activities that a robot can perform:

 

·      Email: Monitor the arrival of new emails, extract information and attachments from emails, compose and send emails;

·      Website: Access websites, access cloud applications and perform authentication, fill out and submit forms.

·      Spreadsheets: Create, edit, save spreadsheets. Apply formulas and formatting, generate graphs and reports.

·      Documents: Create, edit, save documents. Apply formatting and objects, transform to other formats.

·      Folders and Directories: Create, change, delete folders and files. Browse folder structures, zip files and folders.

·      Systems: Open windows and run applications, perform secure authentication, trigger menus, fill in forms and query applications, execute commands, trigger DLLs and APIs.

·      Commands: Perform clicks and double-clicks, perform typing and hotkey combinations.

 

The implementation of these automations usually replaces the time employees spend on repetitive and operational tasks, providing more time available for them to do analytical activities, improving productivity and also focusing qualified resources on more noble tasks.

Among the tasks present in most companies that have great potential in the implementation of RPA's are Accounts Payable, Accounts Receivable, Accounting, Human Resources and any type of service that involves repetitive tasks.

 

A key step for companies that want to implement RPA's in their organization is the selection of the right processes, as a successful implementation in relevant tasks usually generates an immediate financial return, funding future expansions.

 

The TATICCA team is qualified to work with the main tools on the market, and has extensive knowledge in process improvement, identifying appropriate solutions for each client.

 

Get in touch with TATICCA – ALLINIAL GLOBAL, which provides integrated auditing, accounting, tax, corporate financefinancial advisorrisk advisory, technology, business consulting and training. For more information, access www.taticca.com.br or e-mail taticca@taticca.com.br. Our company has professionals with extensive experience in the market and has certified methodologies for carrying out activities.

                 
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