rpa presentation pdf

Home Blog Business The CEO’s Guide to RPA: Robotic Process Automation Explained

The CEO’s Guide to RPA: Robotic Process Automation Explained

Robotic process automation (RPA) is a top-of-mind agenda for companies across industries. Last year, Gartner identified robotic process automation as the fastest-growing tech segment of the enterprise software market: the software revenue grew by 63% and reached $848 in 2018. Despite the global market slowdown, RPA investments still remain a priority for most companies. So much so that by 2020, the global spending on RPA is expected to $2.4 billion as nearly 85% of enterprise-sized organizations plan to deploy at least some form of RPA technology by then.

The data emphasizes the significance of this technological investment, but what do executives need to know prior to adoption? Before we dive into the nitty-gritty, let’s quickly recap what RPA software can and cannot accomplish.

What is RPA?

The business benefits of incorporating rpa, customer support, getting to action: how to measure the success of your rpa initiative, to conclude.

The Gartner Glossary offers the following definition:

Robotic process automation is a productivity tool that allows a user to configure one or more scripts (which some vendors refer to as “bots”) to activate specific keystrokes in an automated fashion. The result is that the bots can be used to mimic or emulate selected tasks (transaction steps) within an overall business or IT process.

In essence, RPA tech enables businesses to automate low-value, repetitive business processes, and save tremendously on data entry. The newer generation of Intelligent Process Automation (IPA) solutions, powered by machine learning (ML) algorithms and AI, go a step further and promise to automate even more complex cognitive tasks such as image/digit recognition and voice recognition.

Considering that RPA is a rather novel technology, it’s also prone to some common misconceptions . To better understand how robotic process automation works, let’s do some myth-busting first.

• RPA isn’t “digital workforce” or robots at least not in a traditional sense of robotics. RPA is software robotics or algorithms that can automate certain actions and workflows such as data collection, form pre-filling, invoicing, data management, and more. An RPA extractor, for example, can help your team scrape data from the web faster and auto place it in the table. However, such algorithms cannot fully replace a human analyst, further responsible for taking action based on the collected data.
• RPA is not suitable for long-running business processes automation . Such software is best suited for automating liner, step-by-step, deterministic tasks. For example, verifying that all forms are filled in an invoice, matching the invoice to a respective transaction in the system, and auto-changing the invoice status to “paid”. Intelligent process automation tools can also recognize written characters (e.g. from a photo receipt) and input them into your system. However, even the most advanced IPA solutions cannot effectively automate long-running, multi-step processes such as handling the entire procurement cycle from start to finish.
• Low code development and RPA are not the same things . Also going by the name of no-code development, low code development platforms such as Microsoft Power Apps and ServiceNow among others allow you to build new business apps, data integrations, and workflow automation using drag & drop interfaces and reusable code snippets. In essence, their goal is to reduce the pressure on your IT development team, so that they could assemble new custom software for your teams faster. RPA tools can be coded in-house too. However, their primary purpose is to tackle business automation tasks, whereas no/low-code apps can be configured for any other need and contain more complex functionality.

Lastly, it’s important to note that robotic process automation is not the same thing as business process management (BPM).

The goal of BPM is to improve your existing process performance by removing redundant processes, resolving common operational bottlenecks, and streamlining some business processes (with or without automation). The ultimate end-goal of BPM is to shorten cycle times.

RPA, in turn, provides surface-level fixes to low-value processes, replacing human actions with automation software when possible. RPA alone cannot optimize an ineffective process, but it can make them more efficient by getting human labor out of the equation.

RPA can be game-changing for process automation in industries dealing with large volumes of data and having process-heavy SOPs (standard operating procedures). In such cases, the companies are quick to gain the following benefits:

• Increased staff productivity . Since RPA eliminates manual and repetitive chores, post-adoption companies can achieve an up to 55% increase in staff productivity as one bank did.
• Short-term, measurable ROI . Non-invasive in nature, RPA software can be incorporated rapidly into any tech setup and start bringing as much as 200% ROI within the first year of adoption, per McKinsey .
• Operational savings: Increased productivity and elimination of low-value work directly translates into major operational savings. By 2025, businesses will save between $5-$7 trillion thanks to RPA implementations.

RPA Use Cases Across Functions and Industries

While some RPA companies make a big promise of ‘automation anywhere’, in reality, intelligent process automation yields the best results across many (but not all) business functions and industries.

The retail sector has a lot of laborious tasks, driving down operational efficiency, making it a ripe industry for RPA innovations.

One of the strongest use cases of RPA in retail is data automation. Daily, retail teams need to constantly update customer records in regards to shipping, invoicing, and return processing. Considering that most of that comes from multiple sources, obtaining and consolidating it requires quite a lot of time that could be better spent. Also, errors can occur frequently. RPA can be game-changing, in this case, as the algorithms can perform the same tasks at a fraction of human specialists’ time and cost. UI Path , a popular RPA solutions provider, mentioned a robotic process automation example where a global retailer could achieve a 98.75% reduction in time spent processing records after implementing RPA.

Other areas, well-suited for RPA in retail, include:

• Product categorization
• Procurement
• Supplier payments and invoicing
• Customer relationship management
• Inventory management
• Trade promotions

Financial institutions are regularly dealing with large volumes of sensitive customer data too. Such operations can be tedious since a minor error can result in major non-compliance fines or grave financial mistakes.

RPA bots can be configured to assist financial specialists with a variety of data verification, accounting, and task organization chores including:

• Finance data management
• Payment data reconciliation
• Financial and regulatory reporting
• Document cross-checking
• Mortgage/lending applications
• Sales ordering and invoicing
• Fixed asset management
• Financial statement closing

EY further reports that financial institution can capture the following benefits after RPA adoption for several of the aforementioned processes:

• 60%-80% cost reduction for all processes associated with data input
• 40%-60% cost reduction for reconciliation tasks
• 60%-80% improvement in data quality control and management

With vaster adoption of EHR/EMR systems and digitization, healthcare providers are now forced to deal with a larger volume of highly-sensitive data, stored and exchanged with other institutions. In most cases, this task falls on the medical personnel, whose time could be better spent on improving patient care levels.

RPA technology can be assigned to deal with a variety of patient data management tasks, including those related to billing and claims management. Beyond that, healthcare institutions can reclaim lost productivity hours (and costs) by automating processes associated with:

• Patient appointment scheduling and follow-ups
• Enrollment and patient eligibility
• Clinical documentation processing (especially if using NLP-based solutions)
• Regulatory compliance
• Accounts receivable management and denial recovery.

Human relationships (HR) departments regularly deal with a set of standard operating procedures related to talent sourcing, interviewing, onboarding, and payroll management among others. Incorporating a larger extent of RPA automation to this function can result in 10%-20% cost savings as Deloitte reports.

Just what HR processes are worth automating with RPA? Here are some ideas:

• Candidate pre-screening and shortlisting
• Background checks
• Employee onboarding
• Payroll administration
• Corporate policy management and enforcement
• Corporate travel and expenses management
• Employee analytics
• Employee engagement management

Customer support functions often get bogged due to insufficient staffing and lack of standardization. This, in turn, undermines the levels of customer experience your company can deliver. While robotic process automation cannot fully replace a human CS team, this technology can majorly improve their capacity to handle a large volume of repetitive customer requests and deliver superior service levels.

Forrester identified that RPA can bring the most value in the following ways:

• Replace several “swivel chair” tasks that agents do manually such as copy-pasting data, launching apps, basic calculations, and more.
• Reduce the level of errors and miscommunication by pre-suggesting the right data to the agents faster.
• Intelligent predictive algorithms can also pitch pre-suggested replies to the agents, based on the customer’s query, to improve reply speed.
• Suggest personalized discounts, promotions, and upsells to the supported customer.
• Auto-ensure compliance with standardized procedures and corporate policies.
• Collect relevant voice of customer data and save it to your CRM systems for further analysis.

Of course, your CS team will require a certain degree of initial robotic process automation training to get to the maximum levels of productivity. However, the post-adoption benefits are well-worth investing in upskilling.

From a tech standpoint, RPA is relatively easy to implement, compared to more advanced digital innovation strategies (such as predictive analytics or IoT implementations). Yet, it’s still easy to get side-tracked during the execution stage. To avoid such scenarios, follow the next golden rules of RPA automation, suggested by Forrester :

• Ensure that your existing processes, governance, and culture are mature enough for RPA.
• Secure sufficient stakeholder engagement as an RPA implementation requires attention, time, and resources (even post-adoption).
• New RPA algorithms should be treated with zero-trust at first to ensure complete data security.
• The more time you take to line up the best process candidates for automation the more successful your initiative will be. Strong business cases for adoption are crucial.
• Make employee experience (EX) a critical success factor. If your team resists the adoption, your efforts (and budgets) will go to waste.

To further assess the effectiveness and ROI of your new RPA solution, also pay attention to the following metrics:

• Productivity
• Mean time to implementation
• Reliability
• Employee satisfaction

Robotic process automation has already moved from the tech margins to mainstream adoptions cross-industry. With proven, short-term ROI, nearly universal compatibility with different systems (including legacy ones), RPA is one of the digital transformation initiatives that are hard to pass on even amidst the uncertain business climate!

1. Benefits of Using RPA 9 Steps Diagram

For the infographic of Benefits of Robotic Process Automation , we utilized the 9 Steps Circular Thin Arrows PowerPoint Diagram. The diagrams provides a thin designs structure of 9 steps, that fits several needs involving processes. Every time you need to describe a process, or list items, it is a best practice to use a diagram instead of bullets lists. This will help the audience retain the ideas as visuals are better reminded and assimilated than just texts. The icons used where taken from our gallery, searching for each metaphor.

Use This Template

2. Robotic Process Automation PowerPoint Template

The Robotic Process Automation PowerPoint Template is a themed presentation using vectors and graphics ideal for explaining RPA. Specifically in this post we created the diagram explaining the industries investment in RPA, using this template. Easy to use and with metaphors aligned with the topic the  Robotic Process Automation PowerPoint Template is a good options for a kick start in the topic or a sale pitch involving RPA products and services.

Like this article? Please share

Business Analysis Tools, Business Ideas, Business Intelligence, Business Planning, Business Presentations, Corporate Presentations, Robotic Process Automation Filed under Business

Related Articles

Filed under Business • May 8th, 2024

Value Chain Analysis: A Guide for Presenters

Discover how to construct an actionable value chain analysis presentation to showcase to stakeholders with this detailed guide + templates.

Filed under Business • April 22nd, 2024

Setting SMART Goals – A Complete Guide (with Examples + Free Templates)

This guide on SMART goals introduces the concept, explains the definition and its meaning, along the main benefits of using the criteria for a business.

Filed under Business • April 4th, 2024

Consulting Presentation Slides: A Guide to PPT Consultant Tools

Get to know the best tools to craft a consulting presentation by area of interest. Fully detailed guide plus template list.

3 Responses to “The CEO’s Guide to RPA: Robotic Process Automation Explained”

A pity that the share link to LinkedIn doesn’t work. This is a very good article, and makes the issue clear.

Hi Rob, Thank you for your feedback. We had tested the link and it is working now. You can try share it now. If you experience an issue again, please send an email to [email protected] with the print screen in order to better troubleshoot. Thank you for following. SM.

Hi. It is very nice information. We will definitely implement some of the Processes in our day today work.

Leave a Reply

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

teacher appreciation

11 templates

memorial day

12 templates

13 templates

rain forest

23 templates

amusement park

5 templates

Robotic Process Automation (RPA) Project Proposal

Robotic process automation (rpa) project proposal presentation, premium google slides theme and powerpoint template.

Who would have written the description of this template? A person or an artificial intelligence? It could be an AI, because thanks to the Robotic Process Automation (RPA) of a business, an action that was traditionally performed by a human being can now be carried out by a computer system. This automation is very useful for companies as it allows them to reduce costs, save time or be more competitive in the market. As it is still an area under development, innovations and research continue, and now you can present the project you have for your company! You can do it with this template that we propose here. If you take a look at it, you can see the futuristic style it has. It's the machine revolution!

Features of this template

• 100% editable and easy to modify
• 30 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the resources used

What are the benefits of having a Premium account?

What Premium plans do you have?

What can I do to have unlimited downloads?

Don’t want to attribute Slidesgo?

Gain access to over 23800 templates & presentations with premium from 1.67€/month.

Are you already Premium? Log in

Related posts on our blog

How to Add, Duplicate, Move, Delete or Hide Slides in Google Slides

How to Change Layouts in PowerPoint

How to Change the Slide Size in Google Slides

Related presentations.

Premium template

Unlock this template and gain unlimited access

Register for free and start editing online

• YouTube Thumbnail Downloader
• Image Compressor
• QR Code Generator
• Environment
• Submit An Article
• Privacy Policy
• Terms and Conditions

Robotic Process Automation (RPA) – PowerPoint Presentation

• by Refresh Science
• October 31, 2021 January 6, 2022

People sometimes refer to Robotic Process Automation (RPA) as robotic software. It is essentially a business automation process technology that involves Artificial Intelligence (AI).

The RPA process revolves around software. The developers create and educate the AI (or the robots), so their actions will emulate authentic humans.

What is Robotic Process Automation in a simple term?

To put it more simply, the RPA is software with virtual robots that humans can use to interact with various other software types and elements in the digital system infrastructures.

Humans use the RPA robots to handle repetitive digital tasks. In particular, the ones that involve many rules and constraints are the tasks that become the specializations of RPA robots.

What is RPA (and what is the example)?

RPA is an easy-to-use software (or tool) that human users can utilize to shorten significant time to do several digital tasks. The RPA robot that aids humans does not only mimic human behaviours. They also mimic and execute rule-based business processes.

Let us take the data entry tasks as an example. Humans usually have to input the data in individual columns or rows one-by-one. The RPA helps in generating auto-fill data. So, the humans (users) will see various recommendations every time they type a specific alphabet or character in the field.

Where do you use Robotic Process Automation?

Earlier in this article, we know that the business process is the primary part where the RPA plays its role. Companies and business owners these days use the RPA. It is due to the multiple programs they have to access simultaneously.

Automating the data correction is one of the benefits of RPA. Sales orders and invoice processing are the two areas where the RPA process can shine. Additionally, RPA also increases data consistency levels across the company department systems.

RPA in different fields

The following industries are the industries that adopt the RPA process the most compared to the others:

• Banking, Finance, and Insurance: There are massive amounts of transactional processes in this industry that RPA can automate, from internal-only documents to deposits, withdrawals, and payouts.
• Healthcare: The benefits of RPA in healthcare industries include shorter waiting times, more detailed medical records, and reduced loads of administrative works.
• Manufacturing: The RPA in manufacturing industries does not only facilitate administrative works. It also works hand-in-hand with the existing software bots to streamline operational processes.
• Transport and Logistics: The order management, the distribution cycles of each order that customers make, and the supply chain linkages are the three things that become the benefits of RPA in the transport and logistics industries.
• Utility companies: The three products of utility companies are electricity, gas, and water. There are always monetary transactions in utility companies since many people need these three products. The job of RPA involves automating these transactions. In particular, the RPA lets utility company workers measure the meters accurately.

Robotic Process Automation in real estate industries

In real estate industries, the RPA plays diverse roles, from onboarding new tenants to the processes involving real estate investments.

As for the latter, the RPA robots can assist in man aging portfolios, calculating the net asset values (NAV), and validating the KYC compliance.

RPA can even help reconcile bank statements with the transaction logs in the general ledgers. The RPA use cases in real estate industries also include reminders on the payment dues and an account receivable automation.

Entering data for new tenants is one of the estate-related processes where RPA use cases belong. Here, RPA does not only automate data entry for the tenant identities. RPA also verifies if the tenants have clean criminal records and no problem in their income.

Download Robotic Process Automation (RPA) PowerPoint Presentation:

Ten most popular robotic process automation (rpa) tools in 2021.

Here are the ten most popular RPA tools for companies and business owners in 2021:

• Eggplant – The end-to-end automation process is one of Eggplant’s specializations that lets it interact with multiple systems in a device.
• JAMS by HelpSystems – This enterprise IT solution centralizes the scheduling process in a company across all platforms and applications.
• Power Automate by Microsoft with the MS security technology-protected tool automation feature.
• UiPath – The open-source RPA tool can automate any desktop or web apps.
• Blue Prism does not require advanced programming skills to generate flowcharts.
• OpenConnect with the secure and encrypted data system that addresses almost all types of operational and competitive challenges.
• WorkFusion , a SaaS crowd computing platform that lets the users deploy as many RPA robots as they need to automate software tasks for a group.
• Pega , an RPA tool for medium and large businesses to provide cloud-based solutions.
• Nice System with its virtual assistant to automate mundane employee tasks.
• Kofax integrates well with the Kapow Katalyst platform.

Top 3 Robotic Process Automation tools comparison

UiPath, Automation Anywhere, and Blue Prism are three examples of RPA use cases that belong to the Top 3 category.

Blue Prism is the most convenient to use since people can access it through mobile applications. The execution speed is also an impressive one. It makes companies like IBM and Deloitte trust Blue Prism.

UiPath is another user-friendly RPA tool that does not require any programming knowledge. So, it is suitable for critical sectors that need emergency responses to anything like the healthcare and finance sectors.

Automation Anywhere has Microsoft technology as the base that employees worldwide know, understand, and use. It can deploy robots on large scales , too. Such traits make Automation Anywhere compatible with various social platforms.

Cases for RPA uses

Financial transactions are the most frequent areas that require the RPA process. Such things include processing sales orders, refunds, payrolls for employees, and invoicing.

The RPA can even help in comparing prices (ranges) between similar products or services. Furthermore, the RPA use cases in financial transactions also include automating the financial report generation processes.

The RPA application can also automate customer service responses. As a result, companies that apply the RPA tools will shorten their times to generate leads for marketing purposes.

Governor Newsom Unveils Revised State Budget, Prioritizing Balanced Solutions for a Leaner, More Efficient Government

Published: May 10, 2024

The Budget Proposal — Covering Two Years — Cuts Spending, Makes Government Leaner, and Preserves Core Services Without New Taxes on Hardworking Californians

Watch Governor Newsom’s May Revise presentation here

WHAT YOU NEED TO KNOW:  The Governor’s revised budget proposal closes both this year’s remaining $27.6 billion budget shortfall and next year’s projected $28.4 billion deficit while preserving many key services that Californians rely on — including education, housing, health care, and food assistance.

SACRAMENTO – Governor Gavin Newsom today released a May Revision proposal for the 2024-25 fiscal year that ensures the budget is balanced over the next two fiscal years by tightening the state’s belt and stabilizing spending following the tumultuous COVID-19 pandemic, all while preserving key ongoing investments.

Under the Governor’s proposal, the state is projected to achieve a positive operating reserve balance not only in this budget year but also in the next. This “budget year, plus one” proposal is designed to bring longer-term stability to state finances without delay and create an operating surplus in the 2025-26 budget year.

In the years leading up to this May Revision, the Newsom Administration recognized the threats of an uncertain stock market and federal tax deadline delays – setting aside $38 billion in reserves that could be utilized for shortfalls. That has put California in a strong position to maintain fiscal stability.

“Even when revenues were booming, we were preparing for possible downturns by investing in reserves and paying down debts – that’s put us in a position to close budget gaps while protecting core services that Californians depend on. Without raising taxes on Californians, we’re delivering a balanced budget over two years that continues the progress we’ve fought so hard to achieve, from getting folks off the streets to addressing the climate crisis to keeping our communities safe.” – Governor Gavin Newsom

Below are the key takeaways from Governor Newsom’s proposed budget:

A BALANCED BUDGET OVER TWO YEARS.  The Governor is solving two years of budget problems in a single budget, tightening the state’s belt to get the budget back to normal after the tumultuous years of the COVID-19 pandemic. By addressing the shortfall for this budget year — and next year — the Governor is eliminating the 2024-25 deficit and eliminating a projected deficit for the 2025-26 budget year that is $27.6 billion (after taking an early budget action) and $28.4 billion respectively.

CUTTING SPENDING, MAKING GOVERNMENT LEANER.  Governor Newsom’s revised balanced state budget cuts one-time spending by $19.1 billion and ongoing spending by $13.7 billion through 2025-26. This includes a nearly 8% cut to state operations and a targeted elimination of 10,000 unfilled state positions, improving government efficiency and reducing non-essential spending — without raising taxes on individuals or proposing state worker furloughs. The budget makes California government more efficient, leaner, and modern — saving costs by streamlining procurement, cutting bureaucratic red tape, and reducing redundancies.

PRESERVING CORE SERVICES & SAFETY NETS.  The budget maintains service levels for key housing, food, health care, and other assistance programs that Californians rely on while addressing the deficit by pausing the expansion of certain programs and decreasing numerous recent one-time and ongoing investments.

NO NEW TAXES & MORE RAINY DAY SAVINGS.  Governor Newsom is balancing the budget by getting state spending under control — cutting costs, not proposing new taxes on hardworking Californians and small businesses — and reducing the reliance on the state’s “Rainy Day” reserves this year.

HOW WE GOT HERE:  California’s budget shortfall is rooted in two separate but related developments over the past two years.

• First, the state’s revenue, heavily reliant on personal income taxes including capital gains, surged in 2021 due to a robust stock market but plummeted in 2022 following a market downturn. While the market bounced back by late 2023, the state continued to collect less tax revenue than projected in part due to something called “capital loss carryover,” which allows losses from previous years to reduce how much an individual is taxed.
• Second, the IRS extended the tax filing deadline for most California taxpayers in 2023 following severe winter storms, delaying the revelation of reduced tax receipts. When these receipts were able to eventually be processed, they were 22% below expectations. Without the filing delay, the revenue drop would have been incorporated into last year’s budget and the shortfall this year would be significantly smaller.

CALIFORNIA’S ECONOMY REMAINS STRONG:  The Governor’s revised balanced budget sets the state up for continued economic success. California’s economy remains the 5th largest economy in the world and for the first time in years, the state’s population is increasing and tourism spending recently experienced a record high. California is #1 in the nation for new business starts , #1 for access to venture capital funding , and the #1 state for manufacturing , high-tech , and agriculture .

Additional details on the May Revise proposal can be found in this fact sheet and at www.ebudget.ca.gov .