RPA- Proof of Concept

RPA- Proof of Concept

RPA- Proof of Concept

RPA technology can perform repetitive stuff more quickly, accurately, and tirelessly. Therefore, it allows humans to do other tasks requiring emotional intelligence, reasoning, judgment, and interaction with the customer. RPA robots are capable of mimicking many–if not all–human user actions. They log into applications, move files and folders, copy and paste data, fill in forms, extract structured and semi-structured data from documents, scrape browsers, and more. These RPA bots can handle complete transactions.

A proof of concept is a demonstration, the purpose of which is to verify that certain concepts or theories have the potential for real-world application. Infobiz provides the best RPA solution with a well-planned Proof of Concept. The POC will help you understand the features of the RPA product. Infobiz optimizes RPA in such a way that it fits your company’s needs so that there is maximum Return on Investment. A Live Demonstration will be presented as per the requirement of your company.

BOT 1 Retalix- Download Retalix reports to a shared folder:

The BOT can get reports from Retalix using Citrix Gateway and post to Netsuite using Connector.

Reports can be saved to Azure blob also share network. 

Exceptions can be handled by the BOT.

Let’s have a look at how these BOTs work.

This video shows how BOTS perform end to end Retalix transactions.

1. As a first step, RPA bots will download daily sales reports from Retalix, a point of sale system. 

2. The downloaded sales report will be converted to excel format and then transformed as per business rules. 

3. Sales data will be saved in the shared folder. BOT 2 will create the journal entry (Data Transformation). 

4. BOT 3 will post the journal entry to NetSuite using NetSuite web services. 

5. BOT 3 C will upload the journal file to Azure blob.

BOT 3b- CSV import to NetSuite:

UiPath Studio is advanced automation software that gives everyone, from business users to advanced RPA developers, the right automation canvas to build great software robots—and organizations the right governance tools to manage them all. With this intuitive digital canvas, you can design automation workflows with prebuilt activities that you simply drag and drop. Once complete, your workflow is executed by your UiPath Robots. Here is an example of a Single Journal Entry, which has a .csv file extension. 

The BOT logs into NetSuite. Then, it scans and uploads the CSV file. A CSV is a comma-separated values file, which allows data to be saved in a tabular format. After mapping, import starts. The CSV file has been updated to NetSuite.

Azure Blob BOT RPA:

Azure Blob storage is a feature of Microsoft Azure. UiPath has announced an RPA automated deployment solution on Microsoft Azure, significantly speeding RPA. Azure Blob storage is a service for storing large amounts of unstructured object data, such as text or binary data, on Microsoft’s data storage platform. Blob stands for Binary Large Object, which includes objects such as images and multimedia files. These are known as unstructured data because they don’t follow any particular data model. You can use Blob storage to expose data publicly to the world or to store application data privately.

In this demonstration, we will update files from a local folder to Azure Blob. Using the UiPath, the BOT can update the file very quickly. Lastly, you can see that the file is already updated in the Microsoft Azure- Merlin journal. 

Any questions? Reach out to a virtual assistant here: https://merlin.infychatbot.com/#

7 Steps to Digital Transformation with RPA

7 Steps to Digital Transformation with RPA

DIGITAL TRANSFORMATION WITH RPA7 Steps to Digital Transformation with RPAInfobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your...

SAP Test Automation

SAP Test Automation

SAP Testing overview: Many organizations implement SAP ERP (Enterprise Resource Planning) to manage their business operations and adapt according to new market challenges. SAP R/3 is an integrated ERP software that allows organizations to manage their business...

Next generation RPA NetSuite Integrations

Next generation RPA NetSuite Integrations

Next generation RPA NetSuite Integrations

Complete Integration Platform (iPaaS)for NetSuite and Beyond

Integration Platform-as-a-service or iPaaS is a cloud-based service that integrates your data, applications, and processes. Infobiz offers customized Netsuit iPaaS Integration Solutions that is suitable for your business.

Are you worried about your business’s NetSuit Integration?

Infobiz can handle your business’s NetSuite Integrations in an organized manner. RPA Services is prone to do error-free work and save human hours as well. Connecting your business to Robotic Process Automation Services with Business Applications for Operational Excellence improves your performance matrices with Infobiz’s RPA NetSuite integration. This eliminates manual data entry, costly data input errors, project delays, and processes managed with data sources like spreadsheets and pdfs. Further customization of RPA implementation, with the help of POC, can give you an idea about the return on the investments you made. Infobiz’s on-demand RPA NetSuite integration gives you control of your business- with fewer technical resources. Click here to read a Case Study about RPA NetSuite Integration.

Unlock the power of iPaaS for your business 

Manual data entries are a thing of the past. It takes a lot of manpower and work time. Your business needs to leverage the power of RPA consulting and RPA implementation for data management so as to automate routine, rule-based tasks. UiPath connector automates business processes that are critical to your operations with customized iPaaS RPA NetSuite integration. 

workflow

Build, Manage and Own your NetSuite Integrations

Whether it is a simple FTP integration or a complex blend of multiple applications with data transformation, we have all the solutions that suit your business. Infobiz’s RPA NetSuite offers quickly integrated data channels, powerful automated, integrated solutions that take your business to new heights. Get started for free. 

7 Steps to Digital Transformation with RPA

7 Steps to Digital Transformation with RPA

DIGITAL TRANSFORMATION WITH RPA7 Steps to Digital Transformation with RPAInfobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your...

RPA- Retalix to NetSuite Case Study

RPA- Retalix to NetSuite Case Study

RPA technology can perform repetitive stuff more quickly, accurately, and tirelessly. Therefore, it allows humans to do other tasks requiring emotional intelligence, reasoning, judgment, and interaction with the customer. Read RPA NetSuite case study here. Objective:...

read more

RPA Projects failure

RPA Projects failure

RPA Projects failure

 

RPA Failure

Intelligent Automation (RPA and AI) is definitely transformational, but at the same time, it can also be disruptive. RPA implementation can reduce the cost of existing manual operations by 30% to 40% without changing any systems. Therefore, it makes RPA technology complicated to implement. There are several reasons which led to RPA Projects failure.

Getting a Robotic Process Automation(RPA) project right is not at all an easy task.  Let’s discuss some of the common issues we find in RPA projects.

Here are the seven particular points you must consider before implementing RPA projects.

1. Undermine the importance of a POC to understand the RPA product and its capabilities- 

One should never undermine the importance of a  Proof of Concept (POC)  as it is a common problem in RPA implementation. A proof of concept is a demonstration, the purpose of which is to verify that certain concepts or theories have the potential for real-world application. There are several RPA solution providers available in the market. So choosing the right RPA platform and right processes to automate is a costly and massive exercise. RPA software products often offer free POC, showing an overall RPA process as the use case. Another common trap is that vendors will make you believe that RPA can be implemented within one or two days of training. Most business users can automate simple processes using their platforms, but the skills needed to create scalable, resilient RPA processes are significantly greater. 

Why Do You Need to Have an RPA Proof of Concept (POC) with an RPA implementation consultancy? 

The POC will help you understand the features of the RPA product. Also, you can know its capabilities and see whether it delivers as promised. You even need to understand the RPA product’s limitations for automating the business processes that you would like to automate. For a successful RPA implementation, you need to obtain support from IT, Cyber Security, Risk, HR, and other enterprise functions. A well done POC can help you get permission from not only your investors but also the other stakeholders present within the organization. This support is essential for RPA to deliver a virtual workforce that allows the business to task robots across the entire organization. Understanding the challenges businesses face, Infobiz offers a free digital worker (Free RPA POC) for corporate customers. Find more details here

2. Lack of RPA business case- 

It is common for most organizations to perform an initial POC or pilot project to see that RPA delivers as promised. However, large-scale production automation is entirely different from a successful POC. At times RPA projects fail to answer simple questions from the Board about “How does RPA fit into our digital transformation, how much will it cost and what is the return?” There are several use cases to prove that RPA Implementation Services can deliver immediate and tangible business benefits across all types of companies. RPA helps companies to integrate old IT systems that are waiting to get replaced. Opportunity assessment alongside a POC is quite essential to optimize RPA investment. We can automate sophisticated processes in weeks. Further for a successful POC, we can perform a reliable opportunity assessment and create a detailed business case. A well-written business case also means quick stakeholder sign-off, which inturn enhances the momentum of the RPA program.

3. Post automation run & maintenance-

 Let’s see what happens once an RPA program is mobilized, targeted and delivered at pace. After service is as important as before service. Another common mistake is undermining the importance of how to get processes live and who runs the digital workforce. Many a times this can delay the go-live dates. We advise our customers to have a business-led RPA Center of Excellence (CoE) to manage and enhance the digital workforce. As for most of the customers, RPA technology is something new in their digital transformation plan. So this transformation takes time to adapt for the user. Hence we offer our CoE consultants to work closely with the business in their team to set up CoE for our customers. We help our customers get CoE processes in place, IT governance agreed, and staff trained to operate robots and thus continue to enhance operations. Infobiz provides a fully self-sufficient CoE team from the start of the project, ensuring the success of digital workers.

4. Focus on the Forest rather than the trees-

 RPA is a tool for digital automation. Without a larger plan in place, sometimes teams find it difficult to optimize business benefits using RPA managed services. When you come to the end of the project, you realize that it is the beginning of the next automation phase to apply machine learning to this new digitized data set. And once that is done, maybe the next set of use cases appear with conversational AI agents to automatically answer incoming queries. What started as a quick, agile project can transform into a long multistage project. With the correct planning and comprehensive design right from the beginning, each RPA implementation would deliver a much better outcome.

5. Choosing wrong processes to automate- 

 Selecting a highly complex process to automate is a common RPA implementation mistake. Think Big, Start Small and Scale Fast, is what we always advise our customers, when it comes to Intelligent Automation. Starting small will help to reduce cost and quickly learn the benefits of automation. Starting with complex processes often increases the costs, reducing the usefulness and forcing the business to divert the investment from quick ROI projects. We help customers to perform a proper opportunity assessment to find the optimum portfolio of processes. Low or medium complexity processes are the best initial target for RPA. Always aim to achieve a minimum of 1 FTE savings, preferably more. Eventually, we are looking for the processes with the best return and the most straightforward delivery. Once a company is RPA-mature, they can scale fast and look to automate complex business processes.

6. Applying the wrong project delivery methodology- 

Traditionally, RPA Development Service Companies took months or even years to implement software projects. RPA projects delivered using an over-engineered software delivery method, with no-value documentation and gates, leading to extended delivery times is another common mistake. Most of the RPA projects can be delivered in weeks, if not in months. RPA rarely changes existing systems, and processes are documented in the tool. Companies should challenge and simplify existing IT delivery methods and use an agile delivery approach to deliver at pace. With the right project delivery methods, we have provided new RPA processes into production in three to four weeks.

7. Trying to automate 100% of business processes. 

At times companies try to automate business processes eliminating all human interventions. This makes the RPA project complex, more expensive and reduces the ROI. RPA allows companies to change the existing business processes, and at times companies do not notice the results in reduced savings. We advise our customers to consider Digital workers as the ultimate “helper’ only, carrying out the necessary work in a process and enabling employees into more value-additive roles. Robotic Process Automation Solutions helps to take the Robot out of a Human. Automation of 70-80% of the business process as an initial target is useful and recommended. It’s always possible to optimize and upgrade the process later. 

Final Thoughts

Now so you have known as to the reasons of RPA Projects failure, lets get to know about RPA POC. In order to get best gain buy to RPA by senior stakeholders, we highly recommend you to get an RPA POC done. If you’d like to get your first POC done with UiPath or Automation Anywhere, then we’re just a click away. Get your free RPA POC and build your business case. Simply book a meeting with us here, and one of our RPA experts will reach out to you shortly!

RPA POC
7 Steps to Digital Transformation with RPA

7 Steps to Digital Transformation with RPA

DIGITAL TRANSFORMATION WITH RPA7 Steps to Digital Transformation with RPAInfobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your...

RPA- Retalix to NetSuite Case Study

RPA- Retalix to NetSuite Case Study

RPA technology can perform repetitive stuff more quickly, accurately, and tirelessly. Therefore, it allows humans to do other tasks requiring emotional intelligence, reasoning, judgment, and interaction with the customer. Read RPA NetSuite case study here. Objective:...

read more

RPA Projects failure

7 Big causes of RPA Project Failures

7 Big causes of RPA Project Failures

 

RPA Failure

Intelligent Automation (RPA and AI) is definitely transformational, but at the same time, it can also be disruptive. RPA implementation can reduce the cost of existing manual operations by 30% to 40% without changing any systems. Therefore, it makes RPA technology complicated to implement. 

Getting a Robotic Process Automation(RPA) project right is not at all an easy task. There are several reasons why RPA Managed Services fail. Let’s discuss some of the common issues we find in RPA projects.

Here are the seven particular points you must consider before implementing RPA projects.

1. Undermine the importance of a POC to understand the RPA product and its capabilities- 

One should never undermine the importance of a  Proof of Concept (POC)  as it is a common problem in RPA implementation. A proof of concept is a demonstration, the purpose of which is to verify that certain concepts or theories have the potential for real-world application. There are several RPA solution providers available in the market. So choosing the right RPA platform and right processes to automate is a costly and massive exercise. RPA software products often offer free POC, showing an overall RPA process as the use case. Another common trap is that vendors will make you believe that RPA can be implemented within one or two days of training. Most business users can automate simple processes using their platforms, but the skills needed to create scalable, resilient RPA processes are significantly greater. 

Why Do You Need to Have an RPA Proof of Concept (POC) with an RPA implementation consultancy?  The POC will help you understand the features of the RPA product. Also, you can know its capabilities and see whether it delivers as promised. You even need to understand the RPA product’s limitations for automating the business processes that you would like to automate. For a successful RPA implementation, you need to obtain support from IT, Cyber Security, Risk, HR, and other enterprise functions. A well done POC can help you get permission from not only your investors but also the other stakeholders present within the organization. This support is essential for RPA to deliver a virtual workforce that allows the business to task robots across the entire organization. Understanding the challenges businesses face, Infobiz offers a free digital worker (Free RPA POC) for corporate customers. Find more details here

2. Lack of RPA business case- 

It is common for most organizations to perform an initial POC or pilot project to see that RPA delivers as promised. However, large-scale production automation is entirely different from a successful POC. At times RPA projects fail to answer simple questions from the Board about “How does RPA fit into our digital transformation, how much will it cost and what is the return?” There are several use cases to prove that RPA Implementation Services can deliver immediate and tangible business benefits across all types of companies. RPA helps companies to integrate old IT systems that are waiting to get replaced. Opportunity assessment alongside a POC is quite essential to optimize RPA investment. We can automate sophisticated processes in weeks. Further for a successful POC, we can perform a reliable opportunity assessment and create a detailed business case. A well-written business case also means quick stakeholder sign-off, which inturn enhances the momentum of the RPA program.

3. Post automation run & maintenance-

 Let’s see what happens once an RPA program is mobilized, targeted and delivered at pace. After service is as important as before service. Another common mistake is undermining the importance of how to get processes live and who runs the digital workforce. Many a times this can delay the go-live dates. We advise our customers to have a business-led RPA Center of Excellence (CoE) to manage and enhance the digital workforce. As for most of the customers, RPA technology is something new in their digital transformation plan. So this transformation takes time to adapt for the user. Hence we offer our CoE consultants to work closely with the business in their team to set up CoE for our customers. We help our customers get CoE processes in place, IT governance agreed, and staff trained to operate robots and thus continue to enhance operations. Infobiz provides a fully self-sufficient CoE team from the start of the project, ensuring the success of digital workers.

4. Focus on the Forest rather than the trees-

 RPA is a tool for digital automation. Without a larger plan in place, sometimes teams find it difficult to optimize business benefits using RPA managed services. When you come to the end of the project, you realize that it is the beginning of the next automation phase to apply machine learning to this new digitized data set. And once that is done, maybe the next set of use cases appear with conversational AI agents to automatically answer incoming queries. What started as a quick, agile project can transform into a long multistage project. With the correct planning and comprehensive design right from the beginning, each RPA implementation would deliver a much better outcome.

5. Choosing wrong processes to automate- 

 Selecting a highly complex process to automate is a common RPA implementation mistake. Think Big, Start Small and Scale Fast, is what we always advise our customers, when it comes to Intelligent Automation. Starting small will help to reduce cost and quickly learn the benefits of automation. Starting with complex processes often increases the costs, reducing the usefulness and forcing the business to divert the investment from quick ROI projects. We help customers to perform a proper opportunity assessment to find the optimum portfolio of processes. Low or medium complexity processes are the best initial target for RPA. Always aim to achieve a minimum of 1 FTE savings, preferably more. Eventually, we are looking for the processes with the best return and the most straightforward delivery. Once a company is RPA-mature, they can scale fast and look to automate complex business processes.

6. Applying the wrong project delivery methodology- 

Traditionally, RPA Development Service Companies took months or even years to implement software projects. RPA projects delivered using an over-engineered software delivery method, with no-value documentation and gates, leading to extended delivery times is another common mistake. Most of the RPA projects can be delivered in weeks, if not in months. RPA rarely changes existing systems, and processes are documented in the tool. Companies should challenge and simplify existing IT delivery methods and use an agile delivery approach to deliver at pace. With the right project delivery methods, we have provided new RPA processes into production in three to four weeks.

7. Trying to automate 100% of business processes. 

At times companies try to automate business processes eliminating all human interventions. This makes the RPA project complex, more expensive and reduces the ROI. RPA allows companies to change the existing business processes, and at times companies do not notice the results in reduced savings. We advise our customers to consider Digital workers as the ultimate “helper’ only, carrying out the necessary work in a process and enabling employees into more value-additive roles. Robotic Process Automation Solutions helps to take the Robot out of a Human. Automation of 70-80% of the business process as an initial target is useful amd recommended. It’s always possible to optimize and upgrade the process later. 

 Final Thoughts

 In order to get best gain buy to RPA by senior stakeholders, we highly recommend you to get an RPA POC done. If you’d like to get your first POC done with UiPath or Automation Anywhere, then we’re just a click away. Get your free RPA POC and build your business case. Simply book a meeting with us here, and one of our RPA experts will reach out to you shortly!

RPA POC

START MY FREE RPA TRIAL – Netsuite

START MY FREE RPA TRIAL – Netsuite

START MY FREE RPA TRIAL – Netsuite

To qualify for a free NetSuite Trial account you must: 

  1. Provide a corporate email address.
  2. Not be an RPA developer needing a NetSuite development account. 
  3.  Simply click on the blue button to start the provisioning process.

Once we receive your trial preferences we set up a call with you to understand your requirement.

You get access for a full 30 days.  Afterwards, we can provision your account for an additional 30 days if needed.

We will develop one Digital worker as per your business requirements. After your trial period, Infobiz will help you secure an amazing offer on your RPA implementation and license cost.

What our clients are saying

“We love the Infobiz team. Their RPA trial experience was very thorough and helpful. We ended up implementing  RPA over because we were able to get so much exposure with the application before buying” 

           -Robert Oates, CFO

 

“Infobiz lead our RPA evaluation process which included a Digital worker trial.  The team was able to address all our questions and overall had a great experience.  I’m glad we were able to test the software before making such an investment.”

-Kathy Moody, Controller

 

START MY FREE RPA TRIAL TODAY!

Are you ready to get your hands on Intelligent Automation? Don’t delay, go ahead and request your RPA trial right now! Fill the details below –

7 Steps to Digital Transformation with RPA

7 Steps to Digital Transformation with RPA

DIGITAL TRANSFORMATION WITH RPA7 Steps to Digital Transformation with RPAInfobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your...

RPA- Retalix to NetSuite Case Study

RPA- Retalix to NetSuite Case Study

RPA technology can perform repetitive stuff more quickly, accurately, and tirelessly. Therefore, it allows humans to do other tasks requiring emotional intelligence, reasoning, judgment, and interaction with the customer. Read RPA NetSuite case study here. Objective:...

read more
7 Steps to Digital Transformation with RPA

7 Steps to Digital Transformation with RPA

DIGITAL TRANSFORMATION WITH RPA7 Steps to Digital Transformation with RPAInfobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your...

SAP Test Automation

SAP Test Automation

SAP Testing overview: Many organizations implement SAP ERP (Enterprise Resource Planning) to manage their business operations and adapt according to new market challenges. SAP R/3 is an integrated ERP software that allows organizations to manage their business...