Robotic Process Automation (RPA) Forum

Evgeny Belenky
IT Central Station
Jun 24 2021

Hi community,

Do you think Robotic Process Automation (RPA) and Business Process Management (BPM) are complementary categories?  What is the relation between the two of them?

Or, possibly, in a long run, RPA is going to dominate and replace BPM? 

Share your thoughts!

Thanks

KevinO'RourkeDefinitely complimentary.  BPM is all about process improvement, organizational collaboration and implementing organizational change.  RPA Automation of a bad process does not make it a better process - just means that you are doing things poorly faster and with perhaps less oversight ;) ... RPA has existed for a long time (i.e. credit management) - does not mean that the need for business process management has gone away.
Michael GraceSometimes a bad process is just that and technology has little to do with it.   By approaching process redesign with a variety of tools you can bring to bear, not just RPA, you ensure the optimal solution. Sometimes it can be inherent application functionality, etc. that solves it.  So, I would say it is complementary as one of the solutions that can be used in optimizing a business process.
Sherif IbrahimBPM and RPA are complementing each other.  For example, you may automate a process using BPM and at some point, you need to integrate with some legacy applications which could easily be achieved by RPA. 
Marshall Tate
CEO at Midwest Capital Holdings
Jun 08 2021

Hi, 

Does anybody have specific experience in deploying Robotic Process Automation (RPA) in the take-off, estimating and project management functions within the Construction or Specialty (Sub) contracting industry? 

Jack FranoHelpSystems', who AGI is a reseller, has done implementations in for construction companies. Go to their website www.helpsystems.com. AGI has done many implementations of estimating and job cost systems. If you want to discuss contact me at jfrano@adaptivegrowth.com  and we'll set up a phone appointment. 
Miriam Tover
Content Specialist
IT Central Station
Jun 03 2021

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?

Here's what we've found:

Evaluating top RPA tools, our members shared their insights into the cost benefit analysis and success measurements they believe are worthwhile to anyone evaluating using RPA for their business. Undoubtedly, there are many benefits of RPA, ROI and cost savings being the main factors. We've summarized our members points on how to calculate ROI and success.

Shrippad Mhaddalkar provides a itemizes potential elements needed to calculate ROI, which includes items such as effort saved, improvement of the output quality, gain in productivity, etc.

Return (i.e. savings)

  • Automation. Automation is intended to complete a task with a bot rather than an employee. Using the amount of hours the automation will save the employee and applying their hourly wage will give you the savings of that employee not doing that task. There are some limitations of RPA in what tasks it can accomplish, but careful task evaluation should align the task with the capabilities of bots. Additionally, RPA and AI can be used together to accomplish tasks and improve processes for a very automated business system.
  • Quality. Since bots conduct tasks very effectively and minimize errors, your business can see savings if quality is improved. Use cost per error and errors per hour as means for coming up with quality savings.
  • Productivity. This refers to the number of employee hours that are replaced by a bot can be aligned with other relevant business activities.

Investment

A Program Manager at Yokogawa, an Industrial Automation firm, adds that there are also qualitative returns as well - customer satisfaction, data quality, and increase in task volume completion.

How to measure RPA success?

Gabriel Bold talks about measuring success by measuring the "benefits you are looking for", which one could infer more quantitatively matches the metrics that were used in calculating your savings and investment (as shown above). For example, if you think you should see efficiency or productivity gains, you should measure those areas to ensure the RPA implementation and processes are yielding the benefits you're expecting.

Sabrina Mahmood mentions measuring success at a much higher level - cost savings and efficiency savings.

Nilesh PawarPlease 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: https://drive.google.com/file/d/10mg7nk-NcepzALBXLwT_ls7MDA-TzysO/view 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: https://drive.google.com/file/d/1aNFs_nQCTfgP9ZygbjbmssM5C1nymMYB/view Hope it helps :), thanks
Subrina MahmoodWhen 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.
Scott FrancisI'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.
Hanna K
Head of Product Management at Robocorp
Jun 01 2021

Would you use open source tools for RPA, or do they need to be really expensive to be credible?

Mattia MezzacapoHello Hanna K, in my humble opinion and collecting infromation coming from markets and customer needs we can assume that the need something stable and with strong integration capabilities, something like pay-for-use RPA tools can give. This approach is good with a bcase to support your operation, let me say on a classical approach > my instances, my tool, my data, everything clustered from other customer data. Segregation is the way here. If you want to walk on BPO way i think open RPA can give you a strong level to manage some tasks on several customer and share the same instances, cluster and robots. Sharing is the keyword here. Pay-per-use RPA tool are good for reselling approach cause for soure you'll achieve the goal. But there are some contracts limitations. Open source RPA tool are good for BPO approach cause there are free and you can install o many instances. But there are not so mature as payed tools. This is the game!
Karthik ByggariTo answer your question, there are many open-source RPA tools available in the market. Depending on the features, integration with different applications we need to make a decision on which tool is suitable. Coming to the cost I can say it is least expensive compare to the top tools like UiPath, Automation Anywhere, etc., in the market. I came across one of the best open-source tool is Open RPA. I really liked this tool and this tool is available for free (conditions apply). For more details on this tool - https://openrpa.openrpa.dk
Gary HydenBy using RPA software, users can ensure that human error is completely eliminated from this process. Top 5 Open Source RPA Tools UiPath Robot Framework AutomationEdge Automation Anywhere TagUI
Josh11
Management Consultant with 1-10 employees
May 02 2021

Hi everyone,

Are there any RPA products in the market that Bots can run without the centralized control module?

Thank you for your assistance,

Josh

AnimeshJainRPA can be configured to run in a standalone mode. Depending on the product, different capabilities are available. To illustrate, bots developed in UiPath can be deployed on a "Robot" without any connectivity to "Orchestrator". This is completely product dependent as the same cannot be done in other tools such as Automation Anywhere. We utilize this pattern when the bot deployment is on a local desktop (attended or unattended) instead of a server-based deployment as a risk associated with the bot (due to lack of code management) is localized.
Birinder SinghAll RPA products have the ability to run bots without centralized control modules. UiPath, for example, has 2 types of bots - Attended and Unattended. The Unattended bots will need a centralized control module - in this case an Orchestrator. The Attended bots, however, can be run without the Orchestrator. Although it is recommended that bots must be centrally monitored and managed for more control, running them without a central module is also possible.
Tejaswini H RHi Josh, UiPath Robot without connecting to orchestrator is a component which can be deployed on end users machine without any centralized control. Regards, Tejaswini H R
Osvaldo Moderno
Researcher at University of Sao Paulo
Apr 28 2021

Hi,

I'm interested to hear your opinion about the future of the open source automation framework when it's used for robotic process automation (RPA).

What about using Robot Framework with Python?

Thanks

reviewer1401675Great idea to have open source automation framework! Python not a bad choice, perhaps to have a flexible of languages choice like unix, powershell, VB/ASP, Java etc. to reach out more group of developers to join and contribute.
CelestineOpen source framework certainly has greater potential. In my opinion, when certain shortcomings are identified, solution to such shortcomings would be slow. On the other hand SAAS products provide that dedicated support and intent to make that issue sorted out in a fixed period of time. My team uses  Python as well. It has fantastic potential to scale. If there is a custom niche that we want to build, Python will be a fantastic choice with its abundant packages and libraries. 
Diana Small
Solution Architect at a insurance company with 1,001-5,000 employees
Apr 14 2021


We have 20 to 40 branch office locations that receive email requests for submissions or price quotes for insurance products - both commercial lines and personal lines. 

I'm researching RPA to help with processes such as Rate, Quote, Bind, Issue, Policy Admin., etc. 

Can anyone comment on the benefits of RPA within the insurance industry with these types of processes?

Ronald MuellerHi Diana,  There are countless opportunities for RPA in the insurance industry. For starters, RPA deals with a multitude of data types and as insurance companies are no stranger to large amounts of data, automation would be quite useful. From claims processing to renewing policies, there isn’t much that most RPA tools can’t handle. With data handling also comes document management which, if automated through RPA, can allow companies to make the best use of their employees. While these are just a few examples, UiPath has stated that insurance companies have the potential to automate up to 70% of their company! Additionally, RPA is proven by McKinsey Digital to have reduced the cost of claims handling by up to 30%.  Best of Luck!
reviewer14016751. Auto batching of emails received to right grouo of people on quote, policy, claim, renewal etc. type. 2. Auto run several types long duration Suspense Account Status Reports, zipand email to users. 3. Updating bounced emai information to excel  eg. Policy no, Email address, reason of failed sending  4. Auto download sanction data to refresh database and auto screen thru for new business beneficial owner and authorized representative. 5. etc...
Daniel RobusHi there, I have a client who previously shelved their RPA project as they were not getting the value they had hoped. After investigation from our side the following came to light, explaining why the project had not worked as well as they would have liked:  - they approached it on a "one process at a time" and expected ROI immediately  - there was little to no ownership from the business as it was seen as an IT "fad" which would not affect them. - their business analysts were not empowered to understand the nature in which RPA would change their processes and way of working. They tried to automate with little or no change.  They were a disillusioned team who had spent long hours bickering and wasting money.  It was a long change management intervention before any value from RPA was realised. But now they are both happy and a reference site for the benefits of RPA.  Happy to discuss how and why but the biggest learning I have from this is the following - if you don't have a view of "hyper automation" from the beginning you have an uphill battle ahead. Start looking division wide, not function specific unless you have a very key process that can make an impact. And create a "lighthouse" as quickly as possible so that the other business areas can see RPA in action, creating a pull factor...your pipeline of processes needs to be full!
Ariel Lindenfeld
Sr. Director of Community
IT Central Station
Apr 05 2021

Let the community know what you think. Share your opinions now!

Nilesh PawarGood 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: https://drive.google.com/file/d/1zCwhRM-jws-a0DJBN9VOrcneGZ_MfQjK/view - Product Platform Comparisons: https://drive.google.com/file/d/1zCwhRM-jws-a0DJBN9VOrcneGZ_MfQjK/view 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.
reviewer11135731. 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.
Venkateswarlu Paturu1. First, if the evaluation is for in-house product building with a view to market the product or for customer needs? 2. In either case, It is very important to understand what processes that you are looking at to automate, based on that you need to select the right product, based on the available bots and the licensing model 3. It is very critical to have a global view of what are the most possible processes that your organization or customer is looking at to automate on a long term, as few products individual license might be cheaper, but as time passes and once you start adding the bots the cost goes up... hence the road map of what is the end goal is very important in selecting a product based on the respective licensing model. 4. Based on the identified processes, feature comparison of the products plays an important role in identifying the right product, as additional features might cost more if not available in the licensing model that you chose for a product 5. Product support and upgrade process is another factor to consider in choosing the product, this is in general with all the software, not very specific to RPA tool 
Ranjit JOG
Business System Consultant at a financial services firm with 10,001+ employees
Mar 22 2021

I want to learn more about the capabilities provided by Kofax for attended bots. What are the deployment strategies of attended bots, and how do they work? I will be more interested if you have detailed documentation of the same from an infrastructure/program stand point.

Walter Sitoe
User at BCI

I work at a company that uses IBM iSeries. I would like to know what are the best tools for RPA integration?

JamesTaylor2I can only speak to UiPath since that is the only RPA solution that I have used. I know that there are specific packages that you can integrate into your project that is specifically made to work with IBM AS 400 mainframe terminals.  
Michael RiderWe have found that Foxtrot (Now NintexRPA) is a very solid solution for IBM iSeries integration using the IBM ACS 5250 emulator, in addition Datamatics TruBot is an alternative solution.
Rony_Sklar
IT Central Station

What are some positive ways that RPA can contribute towards the manufacturing industry? What problems does RPA solve for this industry?

Michael Whitehead
Chief Information Officer at Fortium

I'd like to find out about benefits of using RPA in marketing and sales. 

Thanks!

Rakesh KanojiaTwo use cases come to my mind in using RPA in marketing & sales. 1. Processing data: Many times marketing/sales teams like to slice & dice the data themselves to better understand the opportunity; however, the data from the various sources are in different formats, hence most of the time is consumed in correcting (usually in spreadsheets). RPA can be thought to read the data from all sources & consolidate it in the single spreadsheet. 2. RPA can be used to check for bids / RFP of the sites to automatically update the CRM with the details to track.
Anil MamidwarIf your marketing and sales include any process/steps that repeat every time, a process that does not need any human intelligence, the process if you train anyone can execute without any external help can be automated using RPA. Ex -Assuming, a part of your sales is creating prospect which includes networking and processing user information can be automated, let's say you have a sales executive solving user queries on product information and features, information which will never change until you come up with new features, such process can be automated using Chatbots. In short, any repetitive work which does not require any human skills at all can be automated.
reviewer824844I would take a look at how your team do it now, without automation. You are sure to find a number of tasks that are repeated over and over again for multiple leads / customers. Fetching data from multiple non integrated systems / reports is a classic example. These are the kinds of tasks that make great Intelligent Automation case studies. Add to that the benefit of eliminating any human error in those processes, and you've got a winner. 
Menachem D Pritzker
Director of Growth
IT Central Station

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?

AnimeshJainProcessRobot (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.
Nancy_Sachdeva 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.
AswinSasiIntellibot.io 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.
James-Taylor
Senior Consultant at Centric Consulting

I'm a senior consultant at a Tech Services Company with less than 1,000 employees. 


I'm needing to not only review testimonials of multiple RPA tools out there, but I would also like to get a cost list to set up of of the tools. 

I would also like to know what are the requirements to set up each tool.

Karthik ByggariThe cost comparison tools don't apply directly for RPA tools for numerous reasons. The cost varies depending on the number of developer licenses, a number of attended, unattended licenses, some on-demand payment features, and many other considerations. And also the costing terms may change depending on what type of partner with companies (like Gold Partner, platinum, etc.,). The initial groundwork has to be done for the project what is required exactly (# of development bots, attended bots, document processing, computer vision, bot insights, IQ bots, unattended bots etc.,). Once this is done, then you can make a cost comparison between tools by connecting with the sales team (their primary job).
Menachem D Pritzker
Director of Growth
IT Central Station

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?

Andrew_WrightIn 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.
SwethaTHello, 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.
SwetaSeveral 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 - https://trubot.datamatics.com/resources/rpa-use-cases/banking and RPA Use Cases for Finance & Accounting areas - https://trubot.datamatics.com/resources/rpa-use-cases/finance-accounting
Rony_Sklar
IT Central Station

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

RPA Security Risks and Challenges

Even top RPA tools that have been used by our members aren't without some challenge if not mindfully implemented. There are a lot of benefits of RPA for your business, especially the ROI for RPA. In addition to security, there are some other drawbacks to RPA, although many of our reviewers boast about the advantages. Take careful consideration when implementing to mitigate any of the risks. 

RPA software bots require access to certain systems and tools to carry out their tasks. They may be logging in to ERP or CRM tools, for example, or be integrated into a process using RPA and AI. To gain access, the bot will be coded so it can carry out it's tasks. This aspect makes them susceptible to hackers looking to retrieve credentials or passwords. Also, data that bots collect can also be compromised during the transaction process or storage. Follow best practices and standards so you're not opening yourself up for unnecessary risk.

RPA Security Best Practices

Our members have shared their best practices when implementing RPA, and we're summarizing as a form of RPA standards and an introduction to a RPA security framework.

  1. Use access and password controls. Animesh Jain, Head of Robotic Automation, says to "ensure that the access of the bot is controlled through enterprise user auth system." David Pereira, an IT Transformation Advisor, says "do not leave passwords used by robots in the source code...put them in a safe place"
  2. Use a rules-based access control. David says you want to be able to define and "evaluate carefully what a robot can do and what it cannot." Sunilkumar, a RPA Solution Architect, says to "ensure all the control checks are implemented to each of the RPA steps identified".
  3. Give bot it's own credential. "Ensure that bots have their own set of credential, especially when it's connecting with external systems for traceability", says Aminesh. David says "do not use another user's login." Giving a bot it's own credential will allow you to distinguish between activities carried out by a bot versus a human.
  4. Encrypt bot data. "Ensure that [your] bot vault is encrypted and all sensitive information is stored in its vault", says Aminesh.
  5. Keep transaction logs. David says, "every good tool has a log to show what was done by an RPA tool. This log is essential for an eventual audit."
AnimeshJainRPA 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. 
Tom BrouilletteMust 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
CorySylvesterThe 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.
Rony_Sklar
IT Central Station

How do RPA and IA differ in the processes that they can automate?

There are many benefits to RPA, especially when the differences between intelligent automation (IA) are known and each technologies strength is utilized to complement the other. Many of the top RPA tools have enhanced the ability of the technology, although process improvement could require intelligent automation. 

IA is an "automation system that can sense and synthesize vast amounts of information that enable it to automate entire processes and workflows", defined by Vivek Mishra (AVP of Technology and Solutions). IA is a broad term used to describe various technologies, including artificial intelligence (AI), machine learning (ML), NLP, Intelligent OCR, and BPM - RPA vs AI, RPA vs BPM.

RPA vs IA

RPA is the "hands" of the operation, while IA is the "brains" of the operation, based on Erwin De Leeuw's comment. Vivek goes on to explain RPA is best for "automating rules-based activities or just mimicking human action." Tasks like "reading data, entering data, passing data along from one system to another, and extracting data are great for RPA, says Scott Francis, while IA is better suited for "streamlining the processes from end to end", says Mohammad.

Both technologies, RPA and IA, can work together and leverage each other's strengths. IA can optimize processes while RPA can be utilized for more structured and repetitive tasks. Sriram provides great insight by highlighting that "the sophistication of the decision making however depends on the depth of the AI engine itself and the adaptive capacity depends on the functionality of the defined bot." Nonetheless, both IA and RPA working together can automate and optimize your business from both a process and tactical perspective.

reviewer1245951RPA is the core functionality of automation; wherein, intelligent automation layers in cognitive ability (e.g., artificial intelligence, machine learning, etc.). Moves up the maturity from 'doing' what a human does to 'thinking/acting' like a human. For example, instead of creating templates for various types of invoices, you can leverage intelligent character recognition for a more scalable solution.
reviewer1129845RPA is the use of robots to do specific tasks. IA incorporates RPA plus more intelligent features. IA can, for example, recognize handwritten documents, convert it into searchable text documents and allows robots to parse text and plug it in as date into an SAP system. IA reduces further human intervention by adding an element of AI in the process.
Sriram NarayanRPA stands for Robotic Process Automation and by definition it means automation of repetitive , mundane tasks done by a user. This implies that the process being automated has to follow a set of rules that do not change. If the rules change then either it is flagged as an exception or the automation fails depending on the coverage of the automation use case. Typical examples of RPA would be : Extracting Dollar exchange rates or NASDAQ stock prices and exporting the data into a excel and e-mailing it. Intelligent Automation on the other hand is an extension of RPA in combination with a bit of Artificial Intelligence. When RPA combines with AI then it provides the ability to achieve a more wholesome automation ecosystem when the BOTs work in cohesion with the AI engine and can do some decision making. The sophistication of the decision making however depends on the depth of the AI engine itself and the adaptive capacity of this depends on the functionality defined in the BOT. While RPA helps users to free their work hours from doing mundane routing tasks , Intelligent Automation helps an organization to achieve Digital Transformation.