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RPA: Automating Tedious Repetitive Tasks

Key Points

  • RPA (Robotic Process Automation) is essentially software‑based process automation rather than physical robots, aimed at eliminating tedious, repetitive tasks.
  • It excels at straightforward, high‑volume activities—like extracting, validating, and filing data from digital documents—but is ill‑suited for complex IT or Business Process Management work that requires specialized expertise.
  • In a typical use case, an employee (Pete) can automate the end‑to‑end flow of handling thousands of customer complaint forms: ingesting data (often via OCR), validating it, entering it into a digital form, printing, and finally filing.
  • By delegating these repetitive steps to RPA, organizations dramatically reduce manual effort, increase accuracy, and free staff from monotonous work, allowing them to focus on higher‑value tasks.

Full Transcript

# RPA: Automating Tedious Repetitive Tasks **Source:** [https://www.youtube.com/watch?v=aZDaNVh3l0k](https://www.youtube.com/watch?v=aZDaNVh3l0k) **Duration:** 00:07:11 ## Summary - RPA (Robotic Process Automation) is essentially software‑based process automation rather than physical robots, aimed at eliminating tedious, repetitive tasks. - It excels at straightforward, high‑volume activities—like extracting, validating, and filing data from digital documents—but is ill‑suited for complex IT or Business Process Management work that requires specialized expertise. - In a typical use case, an employee (Pete) can automate the end‑to‑end flow of handling thousands of customer complaint forms: ingesting data (often via OCR), validating it, entering it into a digital form, printing, and finally filing. - By delegating these repetitive steps to RPA, organizations dramatically reduce manual effort, increase accuracy, and free staff from monotonous work, allowing them to focus on higher‑value tasks. ## Sections - [00:00:00](https://www.youtube.com/watch?v=aZDaNVh3l0k&t=0s) **RPA Simplified: Automating Tedious Tasks** - The speaker explains that Robotic Process Automation automates repetitive software chores—like converting and filing thousands of digital documents—by likening it to vending machines and noting its limits in complex IT or BPM scenarios. - [00:03:45](https://www.youtube.com/watch?v=aZDaNVh3l0k&t=225s) **Key RPA Features for Adoption** - It outlines essential RPA capabilities—intelligent AI integration, low‑code development, and concurrent robot execution—to ensure effective automation for users like Pete. ## Full Transcript
0:00Hey everyone. Today, let's talk about  RPA, or Robotic Process Automation. 0:04In my opinion, the definition lies  more in the terms process automation 0:08and less than actual robots. But RPA is changing  the software world much like physical robots have 0:15changed the world that we live in every  day. For example, take a vending machine, 0:20there's not a person standing there sorting  all your money and bending the goods it's 0:24automated because it's a tedious task. Now RPA  is doing the same thing in the software world 0:30for tedious repetitive tasks. But for things  like IT, or even Business Process Management, 0:38RPA is not going to help and that's because  these require more specialized skills. 0:43So where can RPA assist? Well let's start with an  example inspired by one of my favorite TV shows. 0:50Let's say we've got a disgruntled employee,  we're going to call him Pete. Now Pete has 0:56to take a number of documents that are stored  you know digitally and then convert them into 1:03forms that he then has to file. So this is a very  tedious task so he has to take all of these forms, 1:10write them out manually, and then  finally actually go and file them. 1:16So this process let's see has to do this you know  10,000 times. That means, you know Pete's going 1:22to be pretty unhappy about this because this is a  very tedious repetitive task it's something that 1:27you know with RPA he could actually automate. So,  let's see what Pete would do if he wanted to set 1:32up an automation to do this flow. So the first  thing he has to do is identify what's the data, 1:37where is it coming from. So in this  particular example the data is already in 1:41a computer somewhere and let's say that's coming  in through email, or maybe his co-worker Kelly 1:48is manually inputting them from you know phone  calls with customers. So they take the customer 1:53forms they they put them into the computer. Now  Pete has to extract data, right. So that's going 1:58to be the first thing that RPA can help with. Now,  so with OCR, or Optical Character Recognition, 2:06along with the data that's in the computer Pete's  able to pull out data and what he's going to do 2:12is actually extract that data for further  processing. So that data can be things like 2:18the customer's name and the info, let's say  in the customer form it's the complaints that 2:25make up that information. So taking that data  so the next thing Pete's going to do is let's 2:31say validate it so make sure that none of the data  is corrupt and you know all the data looks good. 2:38Finally he has to input it into a digital  form. So he puts it into a digital form 2:46and finally he sends it off to a printer. Now at  this phase all Pete really has to do is take the 2:54final forms that are printed out and then file  them and that's going to be a whole lot easier 2:59to do than doing this manually for all 10,000  customer complaint forms that are coming in. 3:04So that's where RPA can really assist with tedious  repetitive tasks that require things like clicking 3:10through user interfaces, copying and pasting data,  or kind of other things like Optical Character 3:16Recognition where you have to extract data. So,  when choosing an RPA solution which is going to 3:21enable you to do this type of automation, I'd say  there's four major things that you really need to 3:25be looking for. Now the first one I'm going to  start with you want to make sure that your RPA 3:31tool is intelligent. Now in this particular flow,  Pete used a lot of capabilities so he used OCR, 3:40Optical Character Recognition, in addition he  used different data manipulation techniques. 3:45So this enables Pete to do things  like extract, input data, validate it, 3:49and finally he even had a function to be able  to print something out create a physical piece 3:54of paper from a software-based automation.  That's just scratching the tip of what Robot 3:59RPA can do today. So, another thing RPA can  do is things like AI or machine learning to 4:05train a model to recognize not just you know  simple characters, but maybe even images. So, 4:10that's something that Pete might want to  augment this automation with in the future. 4:14So, that's one thing you want to make  sure is that your RPA tool is intelligent. 4:18Number two, low code. So, RPA is really only going  to be effective if the users that are creating 4:28these automation find that process to be easy,  otherwise management might choose to actually just 4:34have their employees do it manually if creating  this type of automation was too time consuming. 4:38So, a low code RPA environment is going to  enable Pete to do things like drag and drop 4:42components and have minimal touch to actually  get this automation created end to end. 4:48Number three, concurrency. So this is going  to be the ability to run multiple robots at 4:55the same time, multiple automation tasks.  So, for the 10,000 customer complaint forms, 5:00say this task takes 15 seconds, that's a lot of  time. So, imagine if you could launch multiple 5:05robots and divvy up that work well you could get  through the task at hand much more quickly. So an 5:11RPA solution should have concurrency support. And  the last one I want to mention here is RPA as a 5:18Service. Now an "as a Service" model is going  to come with a number of advantages. For one, 5:23it's going to give you shorter time to value and  that's because Pete doesn't have to worry about 5:28spinning up his own infrastructure, installing  the software, managing that environment, he can 5:33just log in and start building these automations  right away. That brings me to my next point, 5:39currency, so not concurrency, but currency, which  is keeping up with the latest versions that are 5:44available. So RPA and the world of RPA is changing  quite rapidly and so with some of the intelligent 5:50capabilities enabled within RPA, say a new  version of OCR comes out and he wants to use it, 5:56well with an RPA as a Service capability you  can get updates more quickly, you're more 6:01current with the latest versions of software.  So you get to use those latest components and 6:05maybe OCR 2.0 kind of helps fix some of the bugs  with pulling data from customer complaint forms. 6:12Finally, I think the last one that I want to  mention here is that it allows you to collaborate. 6:17So imagine that Pete builds this automation,  publishes it, and then now wants to share it with 6:24the the Nashua branch of this company so that  they can take advantage of the same process 6:29to automate this flow and kind of file customer  complaint forms. So "as a Service" environments 6:35generally are multi-tenant and enable  you to collaborate with your co-workers. 6:39So, this was a quick overview of RPA. RPA  tools are quickly growing in popularity, 6:45and so is the scope of what RPA is able to  actually automate. Now if you like this video, 6:50have any questions or comments, be sure to  drop a like or a comment below. As always, 6:55stay tuned and subscribe for more videos like  this in the future. Thank you. RPA is growing 7:00very rapidly and the scope of what RPA is able to  automate is also growing rapidly. Now if you want 7:06to see what IBM is doing in the RPA space be sure  to check out the links in the description below.