Two Birds One Stone: RPA and BPM (Combined)

Two Birds One Stone: RPA and BPM (Combined)

The real question is Business Process Management (BPM) or Robotic Process Automation (RPA)—which is the best, which one should I choose? We have good news. The answer is not binary.  The right choice always depends on the challenge you need to overcome, and surprisingly, a frequent answer is often “both”.

In the following, we will reveal why RPA and BPM can be value-adding when used in combination. The insights are drawn from customer feedback verified that those who started with RPA or BPM have added the other to their automation toolkit as they discovered with our guidance their value. Why? How? Here are some insights are drawn directly from what our clients found valuable

RPA is BPM and RPA is not BPM

Luckily, both technologies share the same goal. The goal is to optimize business processes and increase workforce productivity and efficiency in order to deliver greater customer experience. However, the way these two fulfill the needs and reach this goal is completely different – but this is exactly what makes them appealing and compatible.

BPM allows the 0 to 100 process automation that re-engineers and digitizes end-to-end business processes. A complex process such as mortgage lending or insurance claims processing would immediately become faster, more streamlined and easier to execute for both employees and customers. How would that work? Clients in that industry have implemented the Klippa OCR in their tool to make sure the onboarding of their clients takes a couple of seconds. They receive important documents, such as mortgage applications, insurance contracts, and other relevant ones. Our OCR capture engine extracts important information and places it directly into its operating system.

Of course, the old legacy systems still need to be maintained as a core part of the process because they act as key systems of record—and workers often remain involved in the labour-intensive task of manually accessing those systems to retrieve, process or enter business-related data.

That is where RPA kicks in. RPA essentially bridges the gaps between an automated and digitized business process and the manual tedious tasks that inevitably have to be performed to keep the system updated.

You may have heard tasks of manually copying and reformatting data into existing systems as swivel chair automation. It’s manual work outside of the general BPM process and it is considered as a top-value activity of automation.

Again, in a rather complex process like a mortgage loan or insurance claim that’s mostly automated, it’s easy to see how software robots can fill the different fields, with copy and past or reformation of the data. They can verify a customer’s identity with various 3rd party web and internal sources of information, for example, and deliver a detailed report to a human or a group. Alternatively, when a process is finished, the AI can deliver and merge the information with the system of record.

The robots of BPM can have two forms

The manual tasks referred earlier, can be classified in two software AI broad categories. In most cases, they fit like a glove and they automate the processes to the core. If there is no intervention needed then the software falls into the “unattended RPA,” where the AI takes over and automates processes without any further action needed. For example, a webcrawler might visit all the URLs indicated to retrieve merchant information, further delivering it to an ERP system.

The other category refers to “attended RPA.” In this case, the AI or to put it more simply the robot will automate a certain portion of a process/task and the employee would have to take it over from there. For example, a human gives the command that invoices exceeding a certain amount need to be checked manually by the CFO of the company. Good news: A combination of Klippa OCR and Klippa Invoice Processing can cover both of these.

Added value through the combination of RPA and BPM

Since RPA provides that option, why not build everything with it? True corporate BPM contains a set of capabilities not available in RPA. When the RPA finishes the task that it was assigned to it, the results are returned to BPM, assuring that there is full control of the process. Employees can easily access the database, review or edit any information to complete their work efficiently. Since the human workforce can concentrate now on to more significant work that makes the company grow. One positive thing about BPM and RPA is that they never deviate from a preset of configurations. That means that they behave exactly the same every time. That leaves us with a complete audit trail, where employees can scrutinize and optimize anytime they wish to lower risk etc. 

RPA and BPM synchronized can provide you with the power to ensure that your business processes are highly automated and optimally managed from the start to the end. BPM is a step prior to RPA, thus, if your case requires both, we can make that request happen smoothly.

Klippa – Best RPA and BPM

Beginning to end intelligent automation means a combination of BPM and RPA, tailor-made to satisfy your needs. Whether your challenge is a task, process or document capture automation, the combination of RPA and BPM is the added value that you are seeking for. Klippa became the best RPA and BPM via its exclusive software. Our Invoice Processing Solution uses our in-house developed OCR Engine. What does that mean? To put it simply, with an example, you receive an Accounts Payable invoice and upload it at the Klippa Invoice Processing. Our OCR Engine extracts all the significant information from the invoice that would be amount, merchant, etc. So, any invoice coming from a specific merchant or exceeding a specific amount can be checked by both the CEO and CFO. So both are now receiving a digital copy of the file with all the information aside, instead of a physical paper. And in case you missed it, our solution covers both RPA and BPM.

We understand that it might be difficult to conceptualize, but that why you can schedule yourself a 30 min online demonstration of our software. Trust us, we can cover your unique case and wishes. We always love to work on new challenges, so gives us one.

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