50+ RPA use cases

Learn more | Business process management

When is RPA most commonly used?

In surveying more than 400 IT and business decision-makers about their organizations’ level of adoption of and interest in RPA, Frost & Sullivan found a universal “typical RPA journey.” That is, despite some variation in implementation and approach, companies overwhelmingly find success by implementing RPA in the same departments in the same order:

1. Information technology (IT)
2. Human resources (HR), finance and accounting
3. Case management and/or records management
4. Manufacturing and warehousing
5. Customer communications and sales
6. R&D, vendor and legal contracts

RPA is particularly effective because it automates structured, rule-based, voluminous and repetitive digital tasks where human effort does not add business value. 

With that in mind, and with a focus on these departments, it makes sense to look for the opportunities in your unique organizational processes by asking the following questions:

• Where are your employees reporting frustration or low job satisfaction?
• Where are you spending unreasonably for off-hours support or a seasonal spike in workload?
• Where could a simple manual error result in disproportionately heavy consequences for the business?

(Nearly) universal use cases for RPA

No matter which industry you’re in, you may find that following Frost & Sullivan’s typical RPA journey, beginning with IT and the back office, gives you a good framework for introducing the technology at your organization.

RPA IT department use cases include:

• System migration
• System integration
• Server monitoring and alerts
• Application monitoring and alerts
• Batch processing
• Master data creation
• Password resets for approved users
• Data backup
• Data restoration
• Credential creation

RPA accounting and finance use cases include:

• Purchase to pay, including vendor master creation and maintenance; requisition and supplier requests; purchase order creation; and purchase order management
• Order to cash, including quote management; order retrieval; and invoicing
• Account closures
• Customer onboarding
• Invoice downloads
• Vendor and purchase order “not found” alerts

RPA human resources use cases include:

• Payroll
• Time and attendance management
• Recruiting process tasks
• Employee onboarding
• Employee offboarding

Industry-specific RPA use cases

Whether you work for a hospital, a university, a tech company or a local government office, choosing a feasible initial implementation for RPA is crucial. Starting strong means you’ll continue strong. But you won’t realize the full value of a modern RPA suite by keeping it relegated to the back office forever.

The Frost & Sullivan survey found that 82% of organizations plan to implement RPA in at least one new department within the next 24 months.

Here are just some of the ways they plan to do so:

RPA in healthcare use cases include:

• Expediting cost estimates
• Appointment scheduling
• Appointment reminders
• Claims denials
• Discharge instructions
• Prescription instructions
• Audit procedures
• EMR maintenance
• Patient pre-arrival instructions and communication

RPA government and public sector use cases include:

• Home care support
• Rental increases
• Housing benefit claims and exchange
• Council tax and direct debit instruction
• Change of address forms
• Business rates empty property exemption
• Business rates refund processing
• CRM de-duplications
• Licensing and temporary event notices
• Permit application approvals and denials

RPA insurance use cases include:

• Auto insurance claims processing
• Life insurance claims processing
• Data validation in claims processing
• Previous car insurance
• New customer data entry
• Underwriting and risk management
• Bank statements and payment checks
• Contract creation
• Contract verification<

RPA higher education use cases include:

• Attendance tracking
• Teacher substitution plans and requirements
• Student onboarding
• Student admissions
• Student offboarding
• Tuition and payment tracking
• Financial aid applications
• Course registration
• Credential management
• Student assessment and grading

Hyland RPA case studies

Learn what success looks like for Hyland RPA customers:

• Stadtwerke Neuss saved more than 2,000 hours of labor annually
• An iconic fashion designer saved more than 8 hours a day in manual labor
• FDLIC increased its claims volume by $15.2 million in two years

Seeing is believing. Try Hyland RPA risk-free for 60 days, no strings attached! Build your first bot by following a complimentary, step-by-step tutorial.