Top 10 RPA use cases
by industry & real-life examples

Top 10 RPA use cases by industry & real-life examples

September 5, 2024

RPA adoption by industries

The BFSI – banking, financial services, and insurance sector – accounted for 28.89% revenue share, the largest among other industries implementing RPA solutions, according to Grand View Research. RPA technology helps automate various business processes, including account and deposit opening, customer onboarding, know-your-customer (KYC), and anti-money laundering (AML) procedures. Pharmaceutical & Healthcare is the second largest segment due to the rising demand for RPA to automate hospital management systems and due diligence processes.

Robotic process automation in the telecommunication, media, and education sectors is mainly used to accelerate data processing and improve customer experience. Meanwhile, the IT sector uses automation to support a product’s entire lifecycle and better cope with regulatory compliance. Regardless of the industry, RPA contributes to cost optimization and faster and more efficient operations, being another step towards enterprise digital transformation.

Chart title: Global robotic process automation market by application, 2021 (%)
Data source: grandviewresearch.com — Robotic process automation market size, 2023 – 2030

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Top 10 RPA use cases & examples

Robotic process automation in the banking sector involves using advanced RPA tools to automate numerous repetitive and mundane manual processes. According to McKinsey, 43% of banking processes can be automated, which leads to more than $1m in cost savings (Everest Group). 

RPA helps to increase productivity, reduce the number of human errors, and enable employees to focus on customer interactions. For example, AI-enabled RPA bots can read and interpret user messages and generate human-like responses, enabling the support team to handle more tickets.

Customer onboarding
Compliance
Loan processing
Customer care
Accounts payable
Credit card processing
Fraud detection
Know your customer
Account closure
General ledger reconciliation

Use cases of RPA in banking

Real-life example: Heritage Bank

UiPath, Itransition’s partner and a leading provider of RPA software, assisted Heritage Bank, the largest mutual bank in Australia, with implementing AI-powered RPA. The solution helped to automate 80 customer-facing, back-office, and middle-office processes that spread across operations, payment, financial crimes, and contact center services, among other areas.

RPA bots help streamline many financial and accounting tasks, never getting tired and operating 24/7. What is more, they perform high-volume standardized functions, like data entry and processing, faster and more accurately than humans with a close-to-zero error rate. 

When enhanced with AI capabilities, RPA bots can identify, extract, and interpret financial data from scanned documents, images, and other unstructured data. According to McKinsey, approximately 60% of the financial services companies participating in the survey have already implemented AI-enabled RPA solutions in their operations.

P&L reporting
Investment and asset management
Reconciliation
Accounts payable and receivable
Invoice processing automation
Tax reporting
Payroll
Inventory management
Travel and expenses
Financial planning and forecasting

Use cases of RPA in finance

Real-life example: Thermo Fisher Scientific

Thermo Fisher Scientific, a global enterprise with over 90,000 employees, wanted to streamline invoice and payment management.

The company’s employees used to manually handle 824,000 semi-structured invoices annually. After the RPA solution implementation, the company automated handling of 53% of invoices, reducing data extraction and invoice processing time by 70%.

Insurance companies are overwhelmed with a massive volume of time-consuming and repetitive paperwork, traditionally handled manually. RPA technology implementation allows delegating many of these tasks to software bots, enabling employees to concentrate on more complex tasks, such as data analysis or customer experience management. According to Accenture, the automation of mundane tasks can lower the cost of underwriting and claims processing in the insurance sector by 30-40%.

AI-enabled RPA bots can scan disparate data sources to gather heterogeneous information for claim processing. Then, an intelligent automation solution can detect inconsistencies between the submitted claims and supporting documents that can indicate fraudulent activities.

Claims registration and processing
Underwriting
Policy administration and servicing
Policy cancellation
Regulatory compliance
Sales and distribution
Finance and accounts
Fraud detection
BI and analytics
Customer service

RPA use cases for insurance

Real-life example: PZU

One of the top insurers in Europe, PZU, implemented RPA to improve customer and agent experience. Having automated multiple repetitive tasks, PZU managed to eliminate human errors and reach 100% accuracy of entered data. The company improved the efficiency of work with a 15% increase in the number of claims decisions per employee shortly after the solution’s implementation.

For medical professionals, clinical documentation management, including data entry, takes up to 16.5 hours per week on average. Considering employee shortage in the healthcare sector, automating such repetitive tasks will help medical professionals handle more patients and improve overall job satisfaction. For example, if the patient switches healthcare providers, a medical receptionist can start an RPA bot to process their previous health records (provided as PDF files or paper documents) and enter key information into the EHR system. RPA bots can also help handle administrative tasks like matching patient appointment requests with the physicians’ schedules or updating patient information in the healthcare CRM.

Pharmacy chains can also leverage the benefits of RPA when it comes to optimizing routine tasks. For example, pharmacies use RPA to accurately monitor medication inventory, update inventory levels, and alert the staff about low stocks.

Appointment scheduling
Claims administration
Post-discharge management

Electronic records and data sharing

Data analytics and diagnostics
Healthcare inventory management
Medical trials
Regulatory compliance
Self-kiosk check-in
Streamlined data management

RPA use cases for healthcare

Real-life example: International pharmaceutical business

Itransition helped a pharmaceutical company implement RPA with AI capabilities to improve registration of new medications. The software validated medication dossiers against the compliance requirements and accelerated dossier due diligence threefold.

RPA in retail

80% of retailers expect intelligent automation, including AI-enabled RPA solutions, to become mainstream, according to UiPath. The source also claims that 60% of critical consumer and retail activities are automatable. 

Enhanced with ML models, RPA bots help monitor store inventory. They can enter data about new incoming shipments from invoices to the inventory management system, send notifications to procurement managers on low stock, and predict the potential SKU demand using ML algorithms and historical sales data. 

AI-powered RPA software also helps monitor promotion efficiency by collecting sales data over time, classifying it, comparing it with historical data and set KPIs, and generating promotion performance reports.

Being a part of the retail software ecosystem, RPA bots can contribute to business growth and customer satisfaction.

Order management
Inventory management
Supply chain management
Marketing and promotions
Customer loyalty programs
Sales analytics
In-store planning
Product categorization
Invoice processing
Customer support

RPA use cases in retail

Real-life example: Foodstuffs

New Zealand's biggest grocery distributor, Foodstuffs, implemented an RPA solution across 200 stores. RPA software successfully automated 11 processes, like invoice report creation, bank statements upload to SAP, and more. Thanks to the project, Foodstuffs saved 9,000 hours of manual tasks and encouraged their employees to switch to more demanding tasks instead.

RPA in telecom & IT

According to a UiPath survey, 60% of telcos consider automation a critical driver for digital transformation for the next five years. Implementing RPA technology can reduce the time of human intervention by 40% by 2027. No wonder 87% of telecom and tech leaders defined automation as their top business priority. RPA technologies enable telecom companies to automate labor-intensive and time-consuming tasks, thereby cutting expenses and driving business growth.

Streamline apps and infrastructure
Automated network management
Invoice and purchase order processing
Customer onboarding/ offboarding
Efficient queries responding
Data transformation
Expense control
First call resolution (FCR)
Debt collection
Regulatory compliance

Robotic automation use cases in telecom

Real-life example: Orange

The European telco operator Orange created a Robot Factory that uses an RPA platform to streamline processes and save money. Under the project, the company has launched over 400 RPA bots. It mainly focuses on cutting CapEx and OpEx expenses, saving over €34 million over two years. Today, the company has 250 RPA-trained employees and 24/7 fast and efficient customer service.

Human resources teams perform numerous time-consuming tasks that can be automated, such as talent search, new employee onboarding, training planning, payroll processing, and exit management. 

According to the Hackett Group, 75% of companies have already implemented RPA solutions for their HR services in 2024. Meanwhile, the Kofax study suggests that 78% of companies plan to automate their employee onboarding process with intelligent RPA solutions.

Recruiting and hiring
Onboarding and training
Employee data management
Payroll management
Attendance and absence management
Expense management
Compliance and reporting
Performance management
Shift allowance calculation
Employee exit management

RPA use cases for HR

Real-life example: Itransition

Itransition developed an RPA proof of concept (POC) for automating the addition of new candidates to the HRM system. The solution aims to significantly increase the operational efficiency and reliability of HR workflows, enabling four times faster candidate processing and minimizing human interactions.

RPA in manufacturing

While physical robots are transforming the plant floor, RPA takes care of other workflows and processes in the manufacturing sector. Manufacturing RPA can help streamline supply chain management, improve employee productivity, and cut operational costs.

In manufacturing, automation solutions enhanced with ML models help employees predict demand and plan raw materials procurement. RPA bots with integrated ML algorithms can analyze historical data and make accurate demand forecasts. Based on the ML-generated insights, RPA bots can scan inventory to check if there are enough finished products or raw materials for their production. In case of inventory shortfall, the bot can notify the procurement manager or create a new purchase order. 

According to the Global Lighthouse Network, automation in manufacturing, including RPA, AI, and IoT technologies, can result in 30%-90% faster time to market, up to 200% higher factory output, and 10%-40% lower operating costs.

Production tracking
Bill of Materials (BOM) management
Contract and order management
Invoice processing
Inventory control
Supply chain and freight management
Supplier onboarding
Performance reporting
Data migration
Regulatory compliance

RPA use cases in manufacturing

Real-life example: Schneider Electric

A global specialist in energy management, Schneider Electric decided to cut down the number of time-consuming tasks with no added value and streamline the supply chain. The RPA solution automated PPE order processing for Schneider Electric’s manufacturing locations which were not connected to their corporate ERP system. 

As a result, RPA implementation decreased the order processing time from four hours to two minutes, with all the potential errors spotted and flagged.

The automotive RPA market is projected to experience a 32.6% growth from 2024 to 2030. Enhanced with AI, automation solutions accelerate tedious tasks such as order and invoice processing, manual vehicle or customer data entry and verification, report generation (e.g., on vehicle financing eligibility checks), and others. 

RPA helps automotive companies ensure operational cost-efficiency, reduce delivery delays, and create cohesive and error-free documentation, enabling employees to focus on high-quality customer services.

Order management
Production tracking
Payment processing
Shipping and logistics
Inventory management
Supply chain management
Anomalies detection
Analytics and reporting
Regulatory compliance
Telematics

RPA use cases in the automotive sector

Real-life example: Constellation

Constellation Automotive Group (CAG) sells more than 1 million used cars annually, which involves many complex operations. In 2 years, the company automated 30 processes with RPA, including VAT checks, electronic cash receipts management, and online auction vehicle allocation. As a result, RPA freed up 126,000 hours for employees to let them focus on their most critical customer-related duties.

Robotic process automation in real estate aims to free up employee schedules from numerous time-consuming and repetitive tasks. ML-enhanced RPA can process a plethora of real estate data from disparate sources, like property listings, sales records, tenant records, or rental price trend reports. Then, bots can extract and classify relevant property data and enter it into standardized forms to create digital records and comprehensive property reports.

As a part of customer support, AI-enhanced RPA chatbots integrated into property portals process tenant requests in spoken language, analyze the context and emotions of user communication, provide accurate answers, help schedule property tours, and notify employees if their involvement is required.

Tax billing and reporting
Lease contract processing
Resident communication
Tenant onboarding
Maintenance and cost management
Bank and account reconciliation
Accounts payable and receivable
NAV calculations
Virtual assistants
Marketing campaigns

Use of RPA in real estate

Real-life example: Avison Young

A commercial real estate services company Avison Young implemented RPA to process customer property information from multiple sources, including local infrastructure maps and air quality measurements. Avison Young got a complete, 360° view of their customers and was ready to offer them actionable insights into their real estate portfolios. As a result, RPA bots automated back-office administrative operations equivalent to 125 full-time employees.

RPA + AI in action

In this demo, we show how an RPA bot with optical character recognition capabilities can streamline invoice processing. With a track record of RPA and AI projects, Itransition can help you apply this sample functionality to your business flows or suggest ways to optimize the day-to-day work in your company.

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RPA implementation best practices

Choose business processes worth automating

It’s best to automate rule-based processes, which follow well-defined patterns with relatively few exceptions. Also, RPA benefits and ROI are most tangible if organizations choose to automate processes that take up a large share of employees’ working days. When choosing the workflows to automate, the companies should consider the need to scale these workflows in the future.

Combine RPA with AI

Integrating RPA technology with artificial intelligence helps create a powerful and intelligent solution, capable of automating more complex tasks. For example, an AI-powered RPA solution can extract and process vast volumes of data of various structures and compile it into custom reports to present valuable insights for decision-making in an easy-to-understand format. 

Also, RPA bots with machine learning-based pattern recognition can automatically send personalized emails and notifications tailored to customer preferences.

Reskill your workforce: the rise of CLD

The concept of citizen-led development (CLD) can help reskill tech-savvy business users. CLD enables non-IT employees to use low-code/no-code RPA platforms to develop low-complexity bots to automate operations within their functions. 

Training some employees on the business side alleviates the IT department's workload when adopting RPA. According to Gartner, 59% of respondents have already started implementing CLD or are planning to adopt it in the next three years.

A multifaceted tool for digital transformation

RPA can be deployed in different industries to cope with many repetitive tasks faster and more accurately than human employees. Therefore, RPA can become an effective solution to boost your organization’s productivity and growth, allowing your employees to focus on problem-solving, creativity, and critical thinking. If you want to take a step toward automating your business processes, Itransition’s experts are ready to help you set up an efficient RPA solution.

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