Use cases

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Use cases help leaders understand better which tasks within a process are a good fit for robotic process automation. It's about identifying an optimal RPA backlog while scaling robotics as fast as possible to maximize value to organizations.
Materiality is most important requirement for an RPA use case

Solving a problem that nobody cares about isn't going to drive momentum or value in your organization. Instead, focus on addressing challenges that people will rally around such job enrichment, reduced cost, faster speed, lower risk or better customer service. Even better, if you achieve multiple goals with a single use case!
Prerequisites for robotic process automation use cases

  1. Are you able to describe the work? This doesn’t mean your documentation exists or is current. The task could be described by recording a user performing their work on a computer including how they handle exceptions.
  2. Is the work rules-based rather than subjective? Robots need to be prepared (aka, taught, trained, configured) to perform specific actions on your systems. Current technology is insufficient for a robot to determine on its own what to when faced with a new situation.
  3. Is the work performed electronically? It doesn’t matter how many different applications are required or whether they are in-house, cloud-based, Citrix, desktop or mainframe.
  4. Is the required data structured (or could it be structured)? If not, you may be able to utilize an OCR and/or cognitive application capable of structuring the file.  Alternatively, you could have people enter the data into a structured format. 
Disqualifiers for robotic process automation use cases

  1. Process stability. If your organization keeps changing the process (e.g., responding to competitive factors or new sources of information), then it may not be the right time to automate it. Despite investing resources to stabilize the current activity, you may end up with too much maintenance to keep your automation aligned to business needs.
  2. Target applications suitability. Some applications are harder for robots to use than others. It's a fact that vendors don't really like to highlight in the sales process. Starting with an especially challenging target application could delay the whole program, cause fatigue in leadership and put your credibility at risk. If you have to do it, make sure that you build in an accurate view of the time required.
Use cases for your consideration and commentary

Ideas to scale robotics (robotic process automation, aka RPA) and adjacent technologies for financial services, healthcare and media and entertainment clients, including operations, digital enablement, finance and accounting, and functional ETL.​
Industry
use cases

Banking

Ways to put robots to work in retail banks, credit card providers and capital market firms.
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Insurance

Ways to put robots to work in life, annuities, general insurance/property and casualty carriers.
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Media & Entertainment

Put robots to work in licensing, copywriting, royalty, synchronization and pitch department, lyrics writers, and song masters.
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Healthcare

Put robots to work in healthcare provider and payer organizations.
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Functional
use cases

Operations

Put robots to work in human resources, IT management and across operations.
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Finance & Accounting

Put robots to work in finance, accounting, and tax departments.
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Industry
use cases
Data
use cases

Data Enablement

Use robots to connect portals to old legacy systems without necessary APIs; robots utilize user interface and like middleware.
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Data Movement

Avoid complex technical ETL. Use robots to extract information off-of-the screen rather than use costly IT and DBA resources to build customer code. This approach saves effort and money and is 2-3X faster to implement.
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Add your mark!
We continue to compile ideas for use cases based upon our interactions with clients, partners and other stakeholders in the marketplace. Review each Use Case, and add comments and/or suggestions to improve these lists.
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