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Future of Robotic Process Automation (RPA)

Before directing you to RPA’s foreseeable future, let’s find out what RPA is and what its potentials are. What is RPA? RPA is a software technique that makes it simple to create, use, and manage software robots that mimic human interaction with digital systems and software under the direction of Innovatix Technology Partners, formerly Macrosoft, Inc. Software robots can perform a variety of specific tasks, including understanding what is on a screen, making the appropriate keystrokes, navigating systems, and identifying and extracting data. RPA is utilized in a variety of industries to automate repetitive, high-volume processes. The robotic automation business is expanding quickly, and its widespread use could significantly alter the Business Process Management (BPM) sector. Some of the top transformation benefits within these outcomes are:   Road to the Future With RPA Around the world, the automation sector has experienced significant growth. Imagine being told 25 years ago that you would be able to command a robot to perform all your routine, everyday duties. Who knew this would be the future of automation? Right now, it would appear like a simple joke. We will be able to observe an oncoming new wave of RPA implementation in multiple industries with the aid of RPA tools. Small and medium-sized businesses would be included in these projects in addition to large industries. As there are fewer cyber-threats, many firms would even adopt RPA because it would help protect against all of them and eradicate them. RPA is predicted to quickly merge with other technologies, or software, in the future. RPA may or may not produce the intended outcomes if used in isolation, hence it would be wise for businesses to combine this adoption with other technologies or software. In near future, choosing an RPA provider should be based on more factors than only the ROI it would produce right away. In order for the tool to continue to demonstrate its worth well into the future, a careful decision should be made that takes into account the business goals of your organization, your automation plan, and how the tool will expand and integrate. Market Prediction In 2022, Gartner predicted that spending on RPA software would increase by $2.4 billion in total sales, and by the end of the year, more than 60% of companies with annual revenues of more than $1 billion will have adopted RPA service tools. “The global robotic process automation market size was valued at USD 1.89 billion in 2021 and is anticipated to increase at a compound annual growth rate (CAGR) of 38.2% from 2022 to 2030,” according to Grandview Research estimates. According to UiPath study, by 2023, 1 in 10 startups will have a larger digital workforce courtesy to RPA. Fortune Business Insights – The market is anticipated to increase at a CAGR of 25.0% between 2021 and 2028, rising from USD 1.61 billion in 2021 to USD 7.64 billion in 2028. What you should be looking at? The future of RPA at your organization should depend on the future of your organization, not the future of the technology, even though the capabilities of RPA technology will continue to advance. Implement a comprehensive, intelligent automation system that will adapt, integrate, and scale to meet your strategic business strategy. When artificial intelligence and machine learning technologies are capable of successfully automating RPA, the next stage of automation will be made possible. In any event, treating automation as if it were the most crucial thing in the world would mean ignoring a larger strategy in which automation is but one means of achieving process excellence. Why Explore the future in Process Automation with Innovatix RPA is used by businesses across a wide range of sectors and industries to automate operations that entail little to no human interaction. Identify which business operations may be automated to yield the greatest benefits before setting out on a journey to implement RPA. To determine the effect of robotic process automation on people, processes, and policies, engage in a brainstorming session with the appropriate RPA partner. Innovatix provides end to end RPA services, including planning, implementation, and support. Our skilled team assists in organizing and automating business procedures, which has increased production and efficiency. Keep in mind, regardless of any technologies you use, however the key is to implement it the right way with trusted and experienced partners who have a track record of reliability. To explore and learn more about integrating process automation into your routine daily business operations, join hands with Macrosoft, let’s lead the future road together.

G. N. Shah January 6, 2023 No Comments

Top 8 Benefits of Implementing RPA

My company, Innovatix Technology Partners, previously known as Macrosoft, Inc., has a growing line of business supporting our mid-sized clients in building process automation applications, utilizing mainly the Microsoft Power Automate suite of tools. [1] When we start our work with a new client, the focus of the business case we work with the client to put together to justify the investment usually centers on the dollars that can be saved via the automation application. That is, the automation of processes will lead to significant dollar cost savings which is undoubtedly a prime factor to consider. But what I find most interesting and compelling is that once automation processes start to take hold in a company, there is a whole other dimension of benefits that accrue to the company besides the direct dollar benefits outlined in the business case. These are often hard to quantify but, in my opinion, often play a significant impact on a company and its employees and customers and can in themselves change and improve the future trajectory of a company. And that is my topic for this byline note.  1.   Order from chaos Let’s face it, most companies have at least some parts of their business where certain processes and data flows are disconnected and disjointed, with lots of unnecessary manual inputs. For example, messy processes: going from laptop spreadsheets to python scripts on various servers, to the web to extract and update information, to different UIs for business users to manually update information during the flow, and to startup and monitor the various process steps. Yes, these complex processes can become bottlenecks that lead to lost time and revenue (which will be captured in the business case), perhaps more importantly, they will also inevitably lead to employee morale and customer satisfaction issues. In other words, a messy and unproductive set of processes and data flows probably grew up over an extended period and is now very difficult for business people in your company to navigate and fully understand. Generally, this also leads to suboptimal performance and regular falls in dealing with the company’s clients. That is the perfect arena for a showcase application of process automation. Surely, a good implementation of process automation in this area of a company’s business will lead to a concise dollar payback period. However, I believe, the positive impact of process automation will have on both employees and customers. Employees will no longer be chasing their tails through a set of segmented, disjointed processes and data flows, often having to manually input lots of data already in the system, and in that process, there are higher chances of making humane mistakes. This is not a positive and edifying environment for employees to work, spending much of their time fighting fires. The benefits include fewer falls and higher compliance to quality and on-time delivery of services and products on the customer side. Thus, there will be improvements in efficiency and control spread to every facet of this process area – from increased productivity and compliance to better customer experience and market performance. 2.   Single point of process management Another less tangible, but highly important benefit of implementing MS Power Automate across various business processes within your company is that it provides a single point of process management, a single dashboard for managing all the scripts and data flows. This benefit is related to my discussion in point #1 above, but I highlight it separately here as it provides the gateway for a company to broaden and deepen automation activities across a much large set of processes within a company. Business teams and managers will be able to check on the status of all ongoing work easily and regularly within the processes covered by the automation platform. They will be able to track and compare current versus prior performance easily through the data charts available within the dashboard. I believe this to be a major benefit to employee morale, giving workers and managers alike much greater time to devote to higher value-added and more engaging tasks, including: Thus, there can be significant consolidation and synchronization of processes within MS Power Automate and it will be easy to maintain and update all these processes within the centralized location. Microsoft Power Automate will provide a single site to organize and manage these complete processes in a single orchestration for instance.  3.   Standardization of business processes One of the inevitable positive outcomes of implementing MS Power Automate successfully within a set of company processes is the standardization of those business processes. Business teams will gain a much better firsthand of all the activities, the status of all operations, and an understanding of what needs to be done next. Here are some of the things I have in mind for this benefit, and again these things are generally not easy to quantify in a dollar sense for including the business case: 4.   A company can combine multiple business processes with a Power Automate solution. This leads to higher productivity throughout the company, not just for a single isolated process. The goal of process automation is to ultimately envelop a broad array of a company’s business processes. And keep in mind – all these processes can be handled within a single instance of Microsoft Power Automate. Then, when 10-20 processes are encompassed within the automation platform, a company will see the true lasting benefits of automation, especially those intangible benefits that I am talking about in this paper. There will be no turning back at that point – the time and cost benefits will be compelling and so will the benefits I am talking about in this paper. Yes, implementing a single showcase application is an excellent way to start, to build positive momentum within a new company but that should be followed up quickly by a series of additional automation implementations within other business processes. In our work with clients, we review a broad subset of the client’s current business processes, and, working with

The Microsoft Power Platform Tool Set: A ‘Down-to-Earth’ Primer

This paper provides an overview and practical guide to the tools within Microsoft’s Power Platform family. Among other things, this set of tools is intended to provide automation capabilities to users. That is, the tools provide customers with low-code/no-code tools for automating business functions and processes, including reporting and dashboarding. The tools are all state of the art, and well regarded by technology rating companies such as Gartner, with some being clear leaders in their sector. Our expectation is the tools will all widen their lead in the next few years. No surprise, all tools in the platform work seamlessly together and work well with other products in the Microsoft family, including Office 365. They also work well with hundreds of other enterprise apps, with Microsoft already having built the connectors needed to pass information back and forth between these apps. The tools in the Power Platform are all reasonably priced, in most cases well below principal competitors, and are easy to set up and use quickly, especially for Microsoft-based companies. We are writing this paper for two reasons: The net result of a company adopting these tools will likely include: many robots automating multiple mundane processes and tasks; much greater accuracy in data flows throughout the company; much greater concentration of human work on value-added and customer-oriented tasks; and of course, a major positive boost to ROI normally within-year. For the past several years, the hype for both RPA and digital transformation has been at a fever pitch. What we are hoping to do here (and in all the other papers and posts on RPA on our website) is brush aside the hype and provide practical, down-to-earth information on each of the tools and how they can work together to solve practical business problems and how they can be used to automate straight-forward business processes within mid-sized companies. In other words, they work, they are relatively easy to use, and once in place, the robots are robust and secure and do indeed achieve the promised world of robotic process automation! As noted earlier, our focus in this paper and our professional services is targeted to mid-sized companies (or to a mid-sized organization within larger companies). Leaders in those companies know they must act soon and forcefully to automate their operations but may have trouble seeing clearly through all the din of all industry and marketing hype. Our clear recommendation to you is to engage the Microsoft Power Platform set of tools to get the job done. Contact us anytime so we can explain our point of view further. Microsoft Power Platform The chart below shows the tools grouped under the Microsoft Power platform. They include: As also show, three general capabilities are common across all 4 tools, namely: hundreds of already-built Data connectors, an easy-to-use AI-builder that can be invoked in the same way across the 4 products, and a common Dataverse for securely storing and managing data across the 4 apps. The Power Platform set of tools enables a customer to: Commonality and synergy are the key themes behind these four tools in the Microsoft Power Platform family. Users can take advantage of common data connectors to easily pass data and information between the different tools. They use common capabilities and functions, which greatly improve productivity and accuracy in implementing the tools in a company’s environment. We honestly believe a mid-range Microsoft-oriented company should look no further than this family to power up their use of robots and gain the advantages of automation, including in reporting and dashboarding. Power Platform Family of Tools In this section, we provide short summaries of each of the four tools. Our point of view in these summaries is to keep our eye on the Power Automation tool and describe how the other three tools and the three general capabilities listed above can play significant roles in augmenting the Power Automate tool. Power BI – Used to analyze data from different data sources: It is the premier self-service business analytics tool provided by Microsoft. Power BI has a few offerings starting from the Desktop version to the Power BI Service, hosted on the cloud. It can connect (via pre-built connectors) to a wide range of data and apps. The tool can be used to design interactive reports, dashboards, or stories, all supported by compelling visualizations. From a Power Automate point of view, we see Power BI as the reporting tool for tracking and spotlighting all the KPIs used to oversee the success of the various robots introduced via Power Automate. So, log data generated by the Power Automate robots gets directed to the Dataverse and then can be used by Power BI to show all the relevant tracking results. Power Apps – Used to build powerful mobile apps for internal use by an organization: It is an intuitive platform that provides users with drag and drop features to build a user interface for a mobile application. The user can add various controls to the user interface, including textboxes, choice fields, etc. It also allows users to add in media devices like the camera, videos, etc., and other related features necessary to build a modern mobile application. There is a feature to connect to various data sources using Power Apps, and after the development is completed, a user just needs to publish the app for it to be available within the organization. Here we see the connection to Power Automate as follows. Once multiple robots (often 10-20-30) have been built and running within the organization, Power App can be used to build a tracking and alerting app to provide the automation team with real-time feedback on how well things are running and if anything needs to be investigated. Power Virtual Agents – Used to develop flexible chatbots that can communicate with internal staff as well as external customers: This is a new addition to the Microsoft Power Platform. Power Virtual Agents is the bot-building service provided by Microsoft for business users. Using this, a user

Microsoft Power Automate Desktop: Capabilities and Instructive Scenarios on How to Use It

This paper is about Microsoft Power Automate Desktop. We describe the major capabilities in the tool and then show how these types of capabilities can be used in different types of process automation scenarios. So, think of this paper as a simple learning primer on Power Automate Desktop for readers who have not yet worked with it or more generally have not yet engaged with robotic process automation. We hope you will find this paper a down-to-earth guide to when where and how to use Power Automate Desktop to start moving yourself and your company in the direction of complete digital automation. As a Microsoft Gold Partner, we are ramping up our efforts across the entire set of tools in the Microsoft Power Platform, and we will be publishing many new papers to highlight this area of our company’s expertise. We are investing heavily in the training and certification of our developers and data engineers in the full set of tools, but most especially Power Automate, of which Power Automate Desktop is one component. We have other papers in this series describing Innovatix’s initiatives in this area, including a series of case studies of some of our recent projects built using Microsoft Power Automate. One final note. Innovatix’s commitment to RPA is consistent with the view introduced by Gartner in one of its recent analyses of the state of technology for RPA. Gartner defines this view as hyper-automation, namely “the idea that anything that can be automated in an organization should be automated”. Introduction In this white paper, we discuss the major capabilities offered by Microsoft Power Automate Desktop. Microsoft Power Automate Desktop (PAD) is a workflow automation platform that helps automate rules-based mundane tasks on the desktop or the web. It offers a tremendous and growing set of functionalities including conditionals, variables, OCR automation, desktop automation, web automation, and more. We will discuss each area and shed light upon some of the functionalities offered in each area that might spark your interest in the product. PAD has more than 360 prebuilt actions, so we are not going to go through all of them. After discussing the capabilities of PAD, we will dive into some scenarios where PAD might help you in the daily tasks that you perform on your computer. We expect to be adding more such scenarios in the coming months, as we encounter new and interesting ones. Our goal is to highlight real-life workflow examples where PAD can be very helpful so readers can see how easy and quick it is to get this same case study going on their own desktop or the web.  PAD Capabilities Here is a starter list of 13 capabilities in PAD and summary descriptions of each: Capability Description Where Useful UI Automation PAD lets you click a UI element in a window, select a tab in a window, select menu options, drag and drop UI elements in a window and expand or collapse a tree node in a window. PAD also offers us form filling functionalities including populating a text field in a window, pressing a button, selecting a radio button, setting a checkbox state, and setting up drop-down list values in a window. These features are helpful when we encounter automation where we need form-filling capabilities and need to automate applications on the desktop. Web Automation PAD allows us to launch browsers including Chrome, Firefox, Edge, and Internet Explorer. Create a new tab in a browser, click a link on a web page and close a web page. Extract data from a webpage and take a screenshot of a web page. These features are useful when making automation that requires navigating through a webpage and extracting data from them. After extracting the data, we can paste it into files if this is the required use case. Excel Launch new or existing excel files. It also has read and write capabilities. When we combine PAD Excel with PAD Desktop it creates a powerful result as it allows us to use various excel functionalities through clicking and selecting the radio buttons and more. Email and Outlook PAD allows us to retrieve email messages, process email messages, and send email messages. We can also launch Outlook and retrieve, send, process, and save email messages in the Outlook application. This is useful in all alert use cases as well as applications where data and information need to be communicated to others. Mouse and Keyboard We can get the mouse position, move the mouse to an image or text, send a mouse click and send keys. PAD allows us to use all the Keyboard keys including the special keys. This is helpful in automation where we need to fill in forms on web pages for example signing in into an account. Conditionals and Loops PAD offers a plethora of conditionals besides the basic else, including else if, if and switch for example if file exists, if folder exists, if process exists, and more. Then PAD offers loops that include  each loop. These advanced conditionals help in use cases where basic conditionals fail. Each loop is useful in iterating through a list and performing a bunch of actions repeatedly. Wait PAD offers a bunch of wait functions which include wait for file, wait for a process, and more. Sometimes when making automation the next process starts before the previous one ends. This causes the automation to fail. In these cases, we use wait functions which adds a delay in the start of the next step and therefore gives time for the previous step to finish. Variables Variable functions are used to store data for further processing in automation. PAD has a diverse range of variable functions which include generating a random number, truncating a number, clearing a list, merging lists, and more.   System PAD System functions include taking a screenshot, emptying the recycle bin, locking the workstation, logging off the user, running PowerShell scripts, print documents, and more. System functions aid in building automation