Advice From The Community

Read answers to top Robotic Process Automation (RPA) questions. 431,024 professionals have gotten help from our community of experts.
Menachem D Pritzker
The market leaders seem very entrenched. Who are we going to be talking about 3-5 years from now? Still the same few companies? Is anyone doing anything innovative in this space that could be a real game-changer?
author avatarAnimeshJain
Real User

ProcessRobot (Softomotive) and WDG were very promising. They were adding niche features such as chatbots with IVR support etc. Now, after their acquisition by Microsoft and IBM respectively, their potential and promise will get a drastic boost to upstage the RPA biggie (BP, AA and UiPath). 
Winautomation and Process Robot - with its end to end integration with Microsoft Power platform, they can seamlessly integrate with a variety of other complimentary techs to provide end to end automation.
WDG - once WDG is incorporated into IBM CP4A platform, it will be able to seamlessly participate in a long running true business process, integrate itself with rules and other cloud pak features to provide a much higher ROI. 
Keeping that most big enterprise uses significant number of IBM or Microsoft products, i believe an integrated end to end platform will be more appealing as compared to standalone RPA platform.

author avatarRony_Sklar
Community Manager

@AnimeshJain ​Interesting perspective. Thanks for sharing! I wonder if big players like Blue Prism, Automation Anywhere and UiPath are perhaps going to move towards more integrated, end-to-end platforms. What are your thoughts on this?

author avatarNancy_Sachdeva
Real User

 Based on my analysis, the players which are not including everything and anything in their core offering but are creating an eco system will be long lasting. I don't see new platers will have a good chance given big player like Microsoft(taking over Softmotive, and announcing UI flows),  SAP (iRPA) have already entered the space, they see the potential and will try to take on the market share. I am particularly impressed by MS in this space, the cognitive services, Azure learning services and it can be incorporated in the existing ecosystem for example BLueprism is launching all MS COg services from within its studio with only one week of lag and you still pay for Azure services but the fact that you can make your existing robots more smarter without any hassle - already gives it competitive advantage (this is about getting ecosystems together). The MS UI flow is no where near what big players like UI path, blueprism offers but in 2 years, I think this wil also grow to full potential. To answer your question, I think market will grow something like this -> some players will try to build everything and anything in their own tool and sell this (this will possibly intrest organisation new to the joining race), some will build ecosystem (this will interst large organisation who are heavily invested in automation and will try to leverage it). My personal belief Is the one who looks at Process automation as a whole but by not reinventing the wheel with the players already existing will win this game.

author avatarRony_Sklar
Community Manager

@Nancy_Sachdeva ​Thanks for an interesting perspective! It will be interesting to see how things play out in the next few years.

author avatarAswinSasi
Reseller would be my suggestion. From DPA to RPA to cognitive model long to Chatbots to IOT they have come a long way since inception. 
Within the short time they have rose to the top contenders in the forestor wave report and the g2 crowd report. With stronger client bases being added to their portfolio they are slowing rising to the top.

author avatarRony_Sklar
Community Manager

@AswinSasi ​Interesting! What would you say differentiates from the big players? What are they bringing to the table that is enabling them to challenge leaders like Blue Prism, UiPath and Automation Anywhere?

Menachem D Pritzker
How has (or will) robotic process automation revolutionized the banking industry? What processes are already being put to good use? What's in the pipeline?
author avatarSweta ()

Several banks are implementing RPA technology across the world for different banking processes. RPA has surely improved the processing time for the various banking processes. According to an article published by Economics Times, various leading banks are adopting the use of RPA to automate processes such as IT support, email response, salary uploading process, funds monitoring, etc.

A case study recently published by Datamatics, an RPA vendor, explains, how the company successfully implemented its RPA tool named TruBot, to manage the entire banking KYC (Know your customer) process, which improved the processing time, productivity and developed an error-free system. 
Here are some of the top RPA Use Cases in the Financial Industry - 
RPA Use Cases for Banking - and RPA Use Cases for Finance & Accounting areas -

author avatarSwethaT (Automation Anywhere)


1. What are the potential uses for RPA bots in the financial industry?

Here are a few of the most widely adopted RPA use cases in Banking:

Customer Service
Banks deal with multiple queries every day ranging from account information to application status to balance information. It becomes difficult for banks to respond to queries with low turnaround time. RPA can automate such rule-based processes to respond to queries in real-time and reduce turnaround time to seconds, freeing up human resources for more critical tasks.

KYC Compliance Process
RPA increases productivity with 24/7 availability and highest accuracy improving the quality of compliance process. Know Your Customer (KYC) is a mandatory process for banks for every customer. This process includes conducting manual background checks on the customers. Banks have started using RPA to validate customer data. With RPA the process can be completed with minimal errors and staff and with increased accuracy and reduced costs.

Credit Card Processing
Traditional credit card application processing used to take weeks to validate the customer information and approve credit card. With the help of RPA, banks now can process the application within hours. RPA can talk to multiple systems simultaneously to validate the information like required documents, background checks, credit checks and take the decision of the basis of rules to approve or disapprove the application.

Mortgage Loan Processing
On average it takes approximately 50 to 53 days to process a mortgage loan. The Process of approving mortgage loan goes through various checks like credit checks, repayment history, employment verification, and inspection. A minor error can slow down the process. As the process is based on a specific set of rules and checks, RPA can accelerate the process and clear the bottleneck to reduce the processing time to minutes from days.

Fraud Detection
It is difficult for banks to track all the transactions to flag the possible fraud transaction. Whereas RPA can track the transactions and raise the flag for possible fraud transaction pattern in real-time reducing the delay in response. In certain cases, RPA can prevent fraud by blocking accounts and stopping transactions.

2. How has (or will) robotic process automation revolutionized the banking industry?
RPA has and will continue to help banking institutions reduce or eliminate reliance on inefficient, error-prone and expensive manual processes. RPA is already being used to optimize services that are used in Banking on daily basis including, generating financial statements, reconciliation of account balances, loan application processing (Credit cards, Installment loans, Mortgages) and other aspects of credit management like underwriting. RPA can minimize financial cyber threats by automating a broad spectrum of fraud prevention processes, like blocking or reissuing breached accounts, changing the account restriction criteria and automatically scanning negative files for the latest updates.

3. What processes are already being put to good use? What's in the pipeline?
RPA is already being used today to automate the processes listed in Q1. The future pipeline will include further integration of RPA with cognitive intelligence technologies such as machine learning and natural language processing (NLP) to enable more process automation and transformation. In addition, new RPA attended automation capabilities will enable customer service representatives to access data and collaborate with coworkers in real-time while on the phone or text chatting with customers.

author avatarAndrew_Wright
Real User

In the healthcare insurance industry it has been successfully deployed in managing specific claims payments, onboarding of new clients and underwriting the benefits. Pipeline opportunities include scaling the existing process automation across the enterprise and all business units, plus expanding the use of RPA to automate the authorisation of benefits for hospital and specialised care.

Ariel Lindenfeld
Let the community know what you think. Share your opinions now!
author avatarreviewer1113573 (Associate Vice President at a financial services firm with 201-500 employees)

1. It's important to understand the architecture of the RPA
2. It's critical to evaluate its suitability with respect to the operational or business processes of your organization.
3. It's important to have visibility of implementation beyond POC use cases.
4. It's critical to examine the licensing policies of the tool especially if you are considering its implementation enterprise-wide.
5. Cost of Licencing and the benefit it provides should be analyzed. In short, ROI should be taken into consideration.
6. The requirement of the infrastructure for the tool should be taken into consideration.
7. Availability of initial training on the functionalities as well as possible use cases should be ensured.
8. POC need to be conducted with multiple and dissimilar use cases prior to initiating the buying process.
9. Complete understanding about the support during the initial period as well as post that should be ascertained including the cost of support
10. Evaluate flexibility regarding licensing, upgrades, add-on costs, etc.

author avatarNilesh Pawar (Larsen & Toubro Infotech Ltd.)
Real User

Good question and a very easy answer. Please find the below links it should help you to get good product comparison of UiPath vs Automation Anywhere vs BluePrism
- Product Feature Comparison:
- Product Platform Comparisons:
The conclusion is: UiPath is definitely a better choice over BP also the Product Road-map of Uipath is much strong and advance vs BP.
I have a more detailed analysis of each of these products with a granular detailed comparison. you can reach me over LinkedIn :) will be happy to help.

author avatarit_user809901 (Senior Manager Service Excellence at a financial services firm with 10,001+ employees)
Real User

Depends where you want the Centre of Excellence to sit - with IT or with the business. If it's with the business, it should be easy to build the process flows without extensive coding knowledge

author avatarNimesh Shah
Real User

My answer is going to a bit different as I am a business user with limited programming skills
1.  Software costs including recurring fees are very important.  Automation Anywhere wants to charge a per invoice fee for using IQ Bot (for using OCR), which to some extent defeats the purpose of automation.  
2.  Training and community support is also critical especially if you have users that do not have programming skills
3.  Consulting support - especially if you can have a third party sell the software as a service, where the build and host the bot and you pay them a fee based on usage
4.  Troubleshooting and change management especially if you do not have in-house resources to monitor the bots on a regular basis.
5. Cloud based offering that limits your need to have dedicated IT infrastructure.
6.  Customer support and the ability to assist users when they are stuck or need some help.  Like the 20 minute rule another provider offered - call them if you cant resolve in 20 minutes.
7.  Most of the RPA companies have Partners that owuld help you with development - just wish they would do it all.  It gets very expensive when you start factoring in the costs of using external consultant to develop bots.  

author avatarUmar Farooq , OCS
Real User

1)The functionality should be strong enough to meet the requirement for the business process and the operational activities.
2) The understanding of the tools from the RPA application its compatibility and requirements should be considered.
3) Sales, presales activities should be clear enough w.r.t licensing, purchasing of the bots and orchestrators.
4) Customer Support and Feedback. Training in regards to the difficulties are a plus.

author avatarVaibhavG

-Community edition availability
-Learning resource availability
-Easy to use interface
-Customer support
-Tool integration with different apps
-Support for different languages

author avatarAjay (Cognizant)

1. Does it meet the requirement of the client?
2. Can it be designed to handle the exception that may error during the execution?
3. Option to monitor after the deployment.
4. Availability / Option to add extra feature after going live.

author avatarDaniel
Real User

1. Customer Success of how they will support you after they buy.
2. Word of Mouth from friends at other companies with similar use case
3. How product will work beyond the demo and POC

What are some security implications to be aware of before adopting RPA? What measures should businesses put in place to mitigate these security risks?
author avatarAnimeshJain
Real User

RPA solution needs to undergo testing (including penetration testing) to ensure compliance. We need to treat our Bots similar like our employees if our vision is to scale it at an enterprise level. So similar like human resources, bots need to be made aware of current company security standards, trainings etc. From a CISO perspective, we need to
1. Ensure that the access of the bot is controlled through enterprise user auth system.
2. Ensure that bot has its own set of credentials especially when it is connecting with external systems for traceability.
3. Ensure that bot is designed with Rule Based Access Control in mind. 
4. Ensure that bot "vault" is encrypted and all sensitive information is stored in its vault.
In addition, there has to be clear separation of duties and delineation to ensure that each bot is self contained in its own security bubble and doesn't trespass into each other. 
From business perspective, its imperative to quickly determine the deployment unit of the bot. 
1. If the bot is running in a users system, then it should take the image of the user and work according to user compliance  [e.g. password change in 90 days etc].
2. If the bot is running on a server then business should ask IT to get the penetration testing done to ensure that the bot will be able to sustain itself and thwart any security attaks especially if there is a user interface involved. 

author avatarTom Brouillette
Real User

Must be especially aware of access to applications - when implementing bots it is important to include access rules and monitoring to ensure complete understanding of access rules.  It is especially important in these situations to focus on a role based security access strategy that allows users to be assigned a role and then access to apps can be controlled by role rather than individual users.  Some legacy apps do not use role based access management this could cause issues when combining new apps together in a bot

author avatarDavid Pereira

In my experience, these are some security recommendations for RPA:
- Robot identification: do not use another user's login. The Robot must have an specific login to distinguish what was done by a human and what was done by a robot.
- Access profile: some teams give “super powers” ​​to robot execute everything. In our experience this is not a good practice. The ideal is to evaluate carefully what the robot can do and what it cannot.
- Password Valt: do not leave passwords used by robots in the source code. Ideally, passwords should be stored in a safe that few people have access to.
- Transaction logs: every good tool has a Log to show what was done by an RPA tool. This Log is essential for an eventual audit.

author avatarSunilkumar Venugopal
Real User

Three points:
- Firstly all the RPA bots should have proper SOD on Bot ID's. 
- Ensure all the control checks are implemented to each of the RPA steps Identified. 
- Finally how the business Data is handled during the course of automation.

author avatarCorySylvester
Real User

The RPA solution does not offer any inherent security issues. Our development and testing is all done within the client environment and when the bot is complete – Our organization  maintains zero access points to the client’s bot or environment.
Should support be required, our development team will request access through a secured interface owned and regulated by the client’s security protocols.
Bottom-Line: Our strict governance model is designed to be 100% transparent to access requirements during bot deployment and there is no risk of client data being leaked, as all development work is done within the client’s environment.
Hope this helps. If you need anything else let me know.

Miriam Tover
Many members of our community are looking to understand how to calculate the ROI of an RPA deployment. Is it based on cost reduction, revenue impact, compliance, experience enhancement for employees and/or customers, or something else? What's the best way to measure the success of RPA?
author avatarScott Francis
Real User

I'd advise a different approach, outlined in this blog post: "How to turn ROI into ROMG with RPA" -
1. Look for areas of friction in collecting, receiving, or recognizing revenue!
2. Look for areas where your clients experience friction working with you!
3. Combine RPA with process, decisioning, and AI to fully capture value opportunities to generate that OMG reaction.

author avatarSubrina Mahmood
Real User

When it comes to measuring RPA success, it can be done in many different ways including cost savings, revenue increase, better compliance through accuracy, and easy experience enhancement for employees as well as customers. Based on my novice experience of RPA, I feel that RPA success can be measured in two different ways: cost savings and efficiency savings. Most companies typically focus on the monetary savings of projects as a way to add value, which is valid. However, efficiency savings is also a major part of RPA that should not be discounted simply because it does not result in cost savings. If processes, short or long, are held up due to time zone differences, and a bot has the ability to run the process the same way an employee would do, then it saves time for the employee and the team. In this situation, when the employee comes into the office in whichever global location they are in, they can immediately begin their day with the completed bot process. This process could be a one hour process and may cost more to set up the bot but the end result in efficiency savings is much greater. There are many scenarios similar to this in which the focus should be more on efficiency than cost savings in my opinion.

author avatarShrippad Mhaddalkar
Real User

ROI Analysis is conducted when creating a business case for RPA implementation and is performed to arrive at CBA (cost-benefit analysis)

To arrive at ROI for RPA implementation lets follow the below tried and tested practice :

a) Total Savings as below :

1)How much manual time and efforts will be saved with the automation deployed.

Key points to be considered when measuring :

The number of processes to be automated, avg how many hours are saved daily, frequency of the process and cost per hour for the resources involved.

2) Is the output quality improved? How many errors are reduced in the process? Align cost per error to derive savings.

Key points to be considered when measuring :

Cost per error and how many errors received in an hour

3)How much is the increase in the overall gain in productivity?

Key points to be considered when measuring :

How much is the productivity increase with no of hours saved, is the resource aligned to another activity.

4)How much is the % increased in customer satisfaction and brand awareness?

Key points to be considered when measuring :

Customers lost, decrease in lost sales, NPS score.

5) Is Business agility being improved?

Key points to be considered when measuring :

Improved margins.

6) Improved regulatory compliance and data governance.

Key points to be considered when measuring :

Process conformance, audit nonconformity reduced, documented process, reduced waste in process. [ 7 MUDAS as per lean ]

b) Total Investment includes: RPA software procurement cost annually + Annual Maintenance + Experts training and or implementation cost + IT infra cost + IT software cost [eg: process mining software, visio, any third party software required ]

== Add the above savings [ a ] for one year and deduct the Investment cost [ b ] for RPA implementation for a year to arrive at ROI.

author avatarJohn Campbell (Blue Prism)

I would say all of the above plus extending the life of legacy systems, such as bank back office systems which hold critical data and with RPA can now easily connect to modern front office systems.

author avatarreviewer949524 (Program Manager at a manufacturing company with 10,001+ employees)
Real User

I had the opportunity to speak at an RPA vendor event and this is what I said:

Each RPA processes may have these quantitative effects:
- Reduction of manhours (obvious!)
- Reduction of Total Throughput Time
- Increase of frequency
- Increase in volume
- Avoidance of license cost (if legally possible)
- Reduction of outsourcing/transfer to insourcing

And also these qualitative (or maybe quantifiable but costly to measure) effects:
- Customer satisfaction
- Data quality
- Reduction of human errors
- Reduction of off-office hour task
- Service quality
- Trigger for Business Process Re-engineering (BPR)

Furthermore, once you have a substantial number of processes automated, as an aggregated effect:
- Reduction of overtime work (quantitative)
- Transition to more value-added work (qualitative)
- More reduction of outsourcing/transfer to insourcing
- More Business Process Re-engineering (BPR)

author avatarAmol Gajbhiye

ROI calculation based on the below parameters:
1. The total budget for development and implementation of RPA
2. Percentage of automation of the process
3. Expected effort savings based on point 2
4. Actual effort savings post implementation

These are very standard parameters to come up with ROI but there are other factors that depend on actual process and environment which help to come up with actual ROI.

author avatarNilesh Pawar (Larsen & Toubro Infotech Ltd.)
Real User

Please see a snapshot of my ROI & Automation Index Calculators.

1. Firstly you will have to assess each RPA case through a lens of Automation Index measuring key KPI - Automation Focus, Productivity, Quality, Cost, Process Optimization.
2. Please refer to this screenshot of Automation Index Calculator:
3. It helps calculates Suitability Index, Ease of Implementation & Business Impact, Once the case is in a sweet quadrant it qualifies for Further development.
4. ROI Calculator is pretty much straight forward all about $$ number and how fast you could recover the invested cost - PFB screenshot for reference.
5. ROI Calculator Snapshot:

Hope it helps :), thanks

author avatarTom Shanahan (Blue Prism)

AA and UiPath are generally known as desktop tools which allows them to provide value for individuals. I would consider them more of a personal productivity.

Blue Prism is an enterprise tool. We offer connected RPA, which means it’s centralized. It’s IT governed and business-led. Our digital workers are similar to any other outsourcing engagement, except our DWs never get tired, they never get sick, they are never late, they never complain, they never harass anyone, they don’t need benefits, they don’t need OT, they can work 24x7, and they make virtually no errors. One digital work can do the work of about 3-4 physical workers for a fraction of the cost of a physical employee.

Here are some case studies:

The key is to have a plan to transform your organization. For example, we recommend the best practice known as our Robotic Operating Model (ROM).

This process will help you identify the right processes and implement the Digital workers in a way that minimizes disruption and increases the probability of success.

See more Robotic Process Automation (RPA) questions »

Robotic Process Automation (RPA) Articles

Miriam Tover
Content Specialist
IT Central Station
New research on the top reasons RPA projects fail: 1. The process is more dynamic than you realize 2. The target UI changes, but your RPA bot doesn’t get the memo 3. You underestimate the political implications 4. You have unrealistic expectations Thoughts?
Russell Rothstein
Founder and CEO
IT Central Station
Here are the week’s top briefs about the RPA market.   Gartner finds RPA is the fastest growing market in enterprise software The RPA market grew over 63% last year, making it the fastest growing enterprise software category. The overall market value of $846 million remains rather modest… more»

What is Robotic Process Automation (RPA)?

Robotic Process Automation is the latest development in using AI (artificial intelligence) and automatized processes in the enhancement and optimization of the workflow. The implementation of Robotic Process Automation (RPA) is possible only with the help of proper RPA tools, i.e. RPA software offered by different RPA vendors.

This innovative technology is a great step forward towards creating a successful and efficient digital workforce that will replace manual workforce and human intervention in certain aspects and areas of work, i.e. in areas where it is possible and where it will be optimally used. RPA solutions will automate business processes, automate repetitive tasks, and significantly reduce human error rates in your workflow.

RPA Tools Core Functionalities

Any RPA system should be able to:

  • Interact with other systems through API integrations or screen scraping
  • Find its actions and make decisions based on inputs from other systems
  • Main Types of Robotic Process Automation Tools:

    Programmable RPA Bots – first-generation RPA tools that required a set of inputs and needed to be programmed.

    Self-Learning Bots – RPA software that learns from log data and screen capture videos and then performs the actions that humans used to.

    Intelligent Automation/Cognitive Automation Tools – RPA bots with advanced functionalities such as image recognition and natural language processing, able to understand even unstructured data.

    Best Robotic Process Automation Tools Comparison

    There is a variety of different criteria that can and should be taken into consideration when selecting the best RPA tools for your business. These criteria and parameters very often depend on your specific needs, what your business and workflow require the most, and what your area of expertise demands.

    Here is a checklist of some of the most common and most important parameters used in the RPA tools comparison:

    Operational Scalability

    Consider how well your new RPA tools will handle your business demands, respond to changes, requirements, and business operations.


    Security is a vital parameter as the RPA bots will inevitably make changes to your customer data.

    Total Cost of Ownership

    This parameter includes the initial RPA tool setup cost, the ongoing vendor license fees, if there are any, as well as maintenance costs. All three should be taken into consideration when calculating your costs. For a lower cost, consider a low-maintenance RPA software.

    Ease of Use and Control

    In order to increase efficiency and productivity, you need a user-friendly RPA tool that can be easily controlled and implemented and that your team can use without major difficulties.

    Vendor Experience

    Choose an RPA vendor that has experience with a business similar to yours, i.e. a vendor that has served a company in a similar niche to yours. It will ease the cooperation and the implementation of the RPA tools.

    Cognitive Capability

    In order to further minimize the work that you need to do and to implement the software more easily, look for a self-learning RPA bot with advanced cognitive capabilities.

    Pricing is another vital criterion that many put at the top of the list. However, pricing is also a complex criterion in the way that different RPA vendors use different ways and criteria for pricing. Comparing this parameter in various vendors is, therefore, a task in its own right. Some vendors will resort to bot-based pricing, while others will use process-based pricing.

    Once again, whether or not you choose to consider this parameter as well in your search for the top RPA tool will depend on what you are looking for in a certain RPA system and on what you see as vital for your own needs.

    RPA Tools List – Top RPA Vendors

    As you can see, there is a wide range of factors and parameters that can be used in the RPA tools comparison. In order to obtain the best automated workflow for your purposes and the best business process management, it is vital to compare meticulously and choose carefully.

    These are some of the popular comparisons made on IT Central Station:

    The market leaders are the widely known RPA vendors UiPath, Automation Anywhere (AA), and Blue Prism.

    Choose the Right RPA Tool

    Are you planning on introducing an RPA platform into your business process?

    Based on these RPA vendor comparisons you will be able to choose the best one for you and your workflow. Automate your business and start your digital transformation right here and now.

    These automation tools will help you develop an improvement and implementation plan according to your current business processes and with it, maximize efficiency, accuracy, and productivity levels.

    RPA tools will reduce your operational costs, minimize mistakes, human involvement, and therefore, result in savings.

    RPA Tools Comparison

    Tool Rating Pro Con
    UiPath 9.0 Technical support for UiPath is great The platform that shows the reports and errors is not too transparent.
    Automation Anywhere 8.0 I implemented AA in different environments, the AA installation is the smoothest compared to other RPA software installs. [They] should add more Analytics and Intelligence related capabilities
    Blue Prism 7.6 The web-based designer is very user-friendly and easy to use I would like to see machine learning functionality integrated with the automation
    Kryon RPA 8.4 Attended automation has diverted 34 percent of training calls to our tech support centers It could be more reliable in spying HTML
    Blue Prism Cloud 8.0 The most valuable feature is the ability to write custom code Having more AI functionality would be an improvement
    VisualCron 9.8 It helped us reduce manual steps. Our suggestion to make it better and more manageable in terms of GDPR: Implement it in a very partnership way
    Microsoft Power Automate 7.6 Power Automate is intuitive and easy to use Compared to other RPA solutions, there is a little bit of a feature gap
    BotFarm 7.6 The best aspect is the UI, as it is very user-friendly The deployment could be made a little bit easier
    Find out what your peers are saying about UiPath, Automation Anywhere, Blue Prism and others in Robotic Process Automation (RPA). Updated: August 2020.
    431,024 professionals have used our research since 2012.