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Attended vs Unattended RPA Strategies

Key Points

  • The primary driver for RPA projects is achieving a strong ROI, requiring businesses to evaluate both software and hardware costs against expected benefits.
  • Prioritizing automation scenarios helps identify the most valuable and quickly deliverable use cases, aligning the initiative with the organization’s immediate needs and capabilities.
  • Attended robots operate with a human in the loop, where users manually trigger the bot and provide input, making them suited for tasks like on‑demand report generation that still need human oversight.
  • Unattended robots run independently of user interaction, ideal for high‑volume, back‑office processes, but selecting the right approach involves weighing factors such as scalability, complexity, and potential pitfalls.

Full Transcript

# Attended vs Unattended RPA Strategies **Source:** [https://www.youtube.com/watch?v=TeRPLv1nK5U](https://www.youtube.com/watch?v=TeRPLv1nK5U) **Duration:** 00:11:01 ## Summary - The primary driver for RPA projects is achieving a strong ROI, requiring businesses to evaluate both software and hardware costs against expected benefits. - Prioritizing automation scenarios helps identify the most valuable and quickly deliverable use cases, aligning the initiative with the organization’s immediate needs and capabilities. - Attended robots operate with a human in the loop, where users manually trigger the bot and provide input, making them suited for tasks like on‑demand report generation that still need human oversight. - Unattended robots run independently of user interaction, ideal for high‑volume, back‑office processes, but selecting the right approach involves weighing factors such as scalability, complexity, and potential pitfalls. ## Sections - [00:00:00](https://www.youtube.com/watch?v=TeRPLv1nK5U&t=0s) **Choosing RPA: ROI and Robot Types** - The speaker outlines key factors for selecting automation projects, covering unattended vs. attended robots, ROI evaluation, prioritization, and common pitfalls. ## Full Transcript
0:00today we're going to be talking about 0:01RPA and some of the things that you need 0:04to take into account when deciding about 0:06your automation projects now some of the 0:09topics that we're going to cover along 0:10with RPA are going to be the differences 0:12between unattended and attended software 0:15robots some of the most beneficial 0:18examples and things of that nature that 0:20are going to support those scenarios 0:22with unattended and attended robots and 0:24then finally some other components and 0:26pitfalls that you need to take into 0:27account when deciding what needs to be 0:30automated and how you can have the best 0:32automation solution 0:34so your first question is probably going 0:35to be well why do I care and the reason 0:38why is going to be a couple different 0:40reasons but the first one is going to be 0:42the ROI right as a business one of the 0:46most important things that you need to 0:47do or consider when talking about any 0:50automation project is how can we get the 0:53return on investment that we need when 0:55we spend money we want to see the 0:57benefit we want to see the business get 0:59some some upside of that money being 1:02spent and we want to be able to to 1:04associate and accommodate all of the 1:07components around any of the software 1:10spend or Hardware spend associated with 1:12an automation project 1:15so after we take into account the return 1:17on investment really the next scenario 1:19or the next component has to be well 1:22what other things must we prioritize 1:24right so when we consider the 1:26prioritization of an automation scenario 1:29that's going to tell us a lot about what 1:31the businesses needs are it's going to 1:33tell us a lot what can we get done 1:34sooner rather than later and what 1:36ultimately is going to be the best 1:38candidates 1:39so when we take into account the 1:41prioritization of these automation 1:44scenarios that's going to lead us to 1:46some very beneficial 1:48um 1:49it's going to lead us to some very 1:51beneficial components with regards to 1:54what our business can accommodate and 1:56allow for those executions 2:01so after we've prioritized some of these 2:03scenarios really you're probably 2:05wondering okay well how do unattended 2:08and intended automations play into that 2:10overall discussion 2:13well we're going to start with attended 2:16automations and attended automations are 2:18essentially going to be in this context 2:21software robots right for robotic 2:24process automation they're going to take 2:27a variety of actions that the user is 2:29going to manually kick off 2:31so when we're talking about those 2:33scenarios that are going to be attended 2:36automations we very much have a human in 2:39the loop right it's going to be a person 2:41who's going to have a significant input 2:44or they're going to kick off provide 2:47some information surrounding it or 2:49ultimately provide information to the 2:51robot that the robot's going to take to 2:54execute those automations and to begin 2:57so let's start with a sample scenario 2:59right in our sample scenario let's take 3:03a common one of pesky reports right we 3:06all have to deal with reports and we 3:08don't really love doing them but 3:10automation is a great candidate 3:12automation is a great way to take some 3:14of those reports and turn them into a 3:17very easy Roi and prioritized scenario 3:20set 3:21so with those reports I as an individual 3:23might need to provide some information 3:25to the software robot right so the first 3:28step is going to involve me as an 3:30individual and I am going to kick off 3:32the robot I'm going to tell the robot 3:35hey here is the file that you need to 3:37base your report off of and that report 3:40might be something like an Excel 3:42spreadsheet it might be a form of a file 3:46it might be even some plain text input 3:48that I tell my software robot hey you 3:51need to take this into account 3:53so after the robot gets the Excel 3:55spreadsheet it's going to process it 3:58it's going to take the necessary actions 4:00and then maybe it's going to return it 4:02right back to me on my desktop right so 4:05oftentimes those attended automation 4:07scenarios might start and end with the 4:10individual seeing or getting some 4:12information 4:14now when we consider those scenarios 4:15there are a couple different things are 4:17going to come into play with them the 4:19first is going to be okay well how do 4:22those attended scenarios oftentimes 4:24start so the first way that they 4:27oftentimes are going to start is going 4:29to be something like a file right so we 4:31might provide a file like that scenario 4:33I just gave that has a spreadsheet or 4:36something of that nature 4:38now the next way is going to be 4:41something such as manual input now for 4:43the manual input we as an individual 4:45might kick off or tell the bot hey I 4:48need you to begin running right we might 4:50go to a launcher or website and kick it 4:53off and say hey this is where I need my 4:55automation to begin helping me out now 4:57that's going to be a form of manual 4:59input or intervention where the user 5:01provides some stuff and ultimately what 5:04is most important is to remember that 5:06users oftentimes with attended robots 5:08are going to be the ones that are 5:11kicking those off right so the user is 5:14going to be that starting node or that 5:16starting point is the bot starts when 5:18the user wants it to start 5:21now that's an example of an attended 5:24robot but what about an unattended robot 5:26so an unattended robot in this context 5:29and scope of robotic process automation 5:31is going to be about a software robot 5:34right and that software robot is going 5:37to essentially be able to take and 5:39handle things such as batch processes 5:42schedules things of that nature with 5:45absolutely no human intervention so 5:47that's going to be a unattended robot 5:49that's going to provide 5:52a schedule or a known execution 5:57a known execution where the bot's going 6:00to pick it up and begin automating those 6:02kinds of things so let's take that 6:04scenario that we did earlier with the 6:06report and we saw what it might look 6:08like in an intended sense but what's it 6:10going to look like in an unattended 6:12sense well in an unattended sense we're 6:15going to start very much in a slightly 6:17different way right so instead of the 6:19person here that we would have kicking 6:21it off instead we might have a schedule 6:24right and for our schedule might kick 6:27off at a certain time right midnight on 6:29every Friday I want to begin my report 6:33automation I want my software robot to 6:36go ahead and maybe scrape a website go 6:39to a certain file location on a server 6:42whatever it might be I need my robot to 6:45go there I need it to take some 6:46information and I need it to go ahead 6:49and begin automating those components 6:51and then when that robot is done taking 6:53those pieces and automating them we 6:56oftentimes might see the software robot 6:58doing something like 7:00emailing it out or sending a 7:02notification or pushing something a 7:04little bit further down the process 7:07workflow right so it'll send a payload 7:10or something of that nature 7:12now when we think about unattended 7:14robots in comparison to attended robots 7:16where we have things like the file the 7:18human intervention or the manual kickoff 7:21the unattended robots kind of invocation 7:23method is going to be some uh more 7:27autonomous things right so we might see 7:30something such as a calendar schedule 7:32right hey I need it to kick off on this 7:35day or at this time we might see it kick 7:37off on a series of batch items right we 7:40got item one item two and item three 7:43that might be connected to a execution 7:46queue or some sort of list that the the 7:49robot is going to be monitoring 7:52now the final way that we oftentimes see 7:54unattended robots being used is going to 7:57be through apis right an API is just 8:00being simple integration points with the 8:03software robot 8:05now along with all these scenarios you 8:07know now that we've discussed attended 8:09and unattended robots and some of the 8:12ways that you can see the ROI the 8:14prioritization and the scenarios of when 8:16we should be using the different types 8:19of bots what's important is to know what 8:21are some limitations what does my 8:23business need to take into account when 8:25making that right decision 8:27so the first thing that we want our 8:29business to think about is we want our 8:30business to think about what types of 8:33limitations can an unattended robot have 8:36so as far as a limitation that we might 8:38see is unattended robots are not able to 8:41take every single action that we would 8:43like what we mean by that is think of a 8:46banking process where we might use a a 8:49hardware key or some sort of password or 8:52something of that nature that an 8:53individual doesn't know and might be 8:55generated by a physical key fob that 8:57they might have right so in that kind of 9:00scenario that would not be a good 9:02unattended automation scenario 9:05you would see the buy struggle right or 9:08it have an issue kind of transferring 9:10from that physicality of a device to the 9:13digital domain it would be a great 9:15opportunity for an attended automation 9:17where the manual input from a user is 9:20that password from the hardware key they 9:22provide it and the bot begins to 9:24automate and take those scenarios or 9:26take those executions that are needed 9:31now the other limitation that we need to 9:33be aware of is Bots are not great at 9:35critical thinking what I mean by that is 9:38that Bots oftentimes are going to 9:40struggle when we have to deal with 9:42things such as 9:44when we have to deal with things such as 9:47reading a subject line of an email right 9:49or a IT service management tool the 9:53critical thinking that a human is able 9:55to bring to that process right where 9:57they're able to recognize hey this is 9:59what that email wants me to do or this 10:02is what that it ticket wants me to do is 10:04a great starting point for our software 10:06robot to 10:08um to work after we've identified that 10:11but before uh before we've successfully 10:14identified what kind of ticket what kind 10:17of request is coming in through an email 10:18that's where Bots kind of need some help 10:21with that additional fuzzy logic and 10:23there are ways that we can talk about 10:24that in other videos about Ai and things 10:27of that nature 10:29now ultimately When taking into account 10:31all these pieces it's very important 10:33that the business gets the ROI that they 10:36need and the best way to get that Roi is 10:38by accurately prioritizing the scenarios 10:41understanding when you can use attended 10:43and unattended Automation and being able 10:45to implement them to get that value-add 10:48as quickly as possible 10:51if you like this video please make sure 10:53to like And subscribe so we can make 10:54more content for you and of course if 10:56you have any questions leave them in the 10:58comments below