Which documents are used in RPA

10 business processes you can automate with RPA

Example 6: Form entries

Robotic Process Automation can optimize all back office processes. This applies above all to standardized processes that require a lot of manual effort. For example, the termination of a contract by a customer can be automated. While the acceptance of the termination and the subsequent review and implementation are carried out by an employee in the normal process flow, this can be automated using RPA in the future. This means that standardized forms, which are filled out as part of the processing and sent to the service provider or customer, no longer have to be filled out by employees. Instead, RPA takes over the recording of the customer request and processes all forms. In the last step, the employee only has to archive the finished request so that the actual processing can be traced.

Example 7: customer data maintenance

Customer data maintenance describes the management of customer master data. In everyday business life it often happens that customers provide a new address, a new name or a change in other master data. These processes are associated with a high administrative effort. As part of digitization, these master data changes can be automated. On the one hand, customers can make the changes via digital services so that a system-side change is implemented in the background. In addition, messages can be analyzed and processed using RPA. The efficiency of the process can be increased and automatic letters to change the personal data can be sent to the customer.

Example 8: Status messages and shipping notifications

Already during the ordering process it became apparent that RPA can automate an extensive repertoire of processes. This applies in particular to status reports and dispatch notifications. As soon as a package has been franked and handed over to the responsible carrier for delivery, the customer can be offered tracking of the package. Many freight forwarders do this with the help of their own homepage. In order to enable the customer to view the order details more conveniently and faster, RPA can update the data if necessary and communicate it to the customer.

Example 9: Complaint Management

Complaint management is one of the most important tools for recording a company's service quality. However, the complaints are often not correctly or only insufficiently recorded and processed by the employees. The use of Robotic Process Automation can change this fact. The software can be used to analyze incoming customer complaints and thus evaluate the current number of complaints. In addition, indications can be derived from weaknesses. Customers can be addressed at the same time with a suitable cover letter, so that possible lawsuits due to disregarded information obligations can be avoided.

Example 10: application processing

Finally, application processing can also be optimized through RPA. This includes, for example, the collection of information from the existing applications as well as the associated documents and extends to the comparison of this data with the existing data, which is stored in the company's internal databases. In addition, the automatic extraction of the data enables the employee to process the case more quickly and significantly accelerate the processing of applications. In the end, this leads to an increased processing speed and a reduced amount of work.

Conclusion: RPA can be used across departments

Above all, RPA enables the changed customer requirements to be better served. Nowadays, customers expect personal concerns to be dealt with almost immediately, so that RPA offers added value, especially in the context of classic processing. Standardized processes can be almost completely automated with Robotic Process Automation. Automated processing can also be advantageous from the customer's point of view, because the average response times are reduced and the effort for the customer is manageable. In the context of digitization, the use of technology creates new capacities. Employees who were previously assigned to administrative work are given more freedom and can use them for value-adding activities. In addition, costs and sources of error can be reduced. This translates into less rework and better returns.