Embedding Robotic Process Automation into Process Management
Case Study of using taskt
Keywords:Robotic Process, Automation, Case Study
AbstractXYZ Company routinely faced penalties imposed by the United States Internal Revenue Service (IRS) for non-compliance in depositing federal withholding taxes related to the managed benefits plans for its clients. Since the rules for depositing the federal taxes were complex and differed between the benefits plans, it was common for XYZ Company to accrue penalties imposed by the IRS. Desiring to eliminate penalties by complying 100% with the IRS guidelines, XYZ Company considered various solutions. Finally, XYZ Company implemented a Robotic Process Automation (RPA) solution using the open source tool—taskt—to achieve 100% compliance in depositing federal withholding taxes and eliminate penalties. Discussion of solution improvements, reflection and next steps, technical challenges, lessons learned, and design science retrospective is provided.
Radke, A.M., Dang, M.T., and Tan, A. “Using Robotic Process Automation (RPA) to enhance Item Master Data Maintenance Process,” Scientific Journal of Logistics, 16(1), 129-140 (2020).
See, for instance, https://blog.aimultiple.com/rpa-tools/ for RPA vendors. [Accessed: 4/13/2019.]
Davenport, T.H. “The coming Commoditization of Processes,” Harvard Business Re-view, 83(6), 100-108 (2005).
Lacity, M.C. and Willcocks, L.P. “Robotic Process Automation at Telefónica O2,” MIS Quarterly Executive, 15(1), 21-35 (2016a).
Davenport, T.H. and Brain, D. “Before automating your Company’s Processes, Find ways to improve them,” Harvard Business Review Digital Articles, June, 2-6 (2018).
Lacity, M.C. and Willcocks, L.P. “A New Approach to Automating Services,” MIT Sloan Management Review, 58(1), 41-49 (2016).
Aguirre, S. and Rodriguez, A. “Automation of a Business Process using Robotic Pro-cess Automation (RPA): A Case Study,” in Applied Computer Sciences in Engineer-ing, Springer International Publishing, 1-7 (2017).
Porter, M.E. Competitive Advantage, The Free Press, New York (1985).
Lacity, M.C. and Willcocks, L.P. “Robotic Process Automation: The next Transfor-mation Lever for Shared Services,” The Outsourcing Unit Working Research Paper Se-ries, Paper 16/01, pp. 1-35 (2016b).
Lamberton, C., Brigo, D., and Hoy, D. “Impact of Robotics, RPA and AI on the Insur-ance Industry: Challenges and Opportunities,” Journal of Financial Perspectives, 4(1), 8-20 (2017).
Lowes, P., Cannata, F.R.S., Chitre, S., and Barkham, J. “Automate this: The Business Leader’s guide to Robotic and Intelligent Automation,” White Paper, Deloitte, 1-25 (2017).
Blatchly, C. “RPA is just the start: How Insurers can develop a successful Intelligent Process Automation Strategy,” White Paper, Cognizant, 1-20 (2018).
Cooper, L., Holderness, K., Sorensen, T., and Wood, D.A. “Robotic Process Automa-tion in Public Accounting,” Social Science Research Network (SSRN), 1-60 (2018).
Davenport, T.H. and Ronanki, R. “Artificial Intelligence for the Real World,” Harvard Business Review, 96(1), 108-116 (2018).
Leshob, A., Bourgouin, A., and Renard, L. “Towards a Process Analysis Approach to Adopt Robotic Process Automation,” IEEE 15th International Conference on e-Business Engineering, Xi’an, 46-53 (2018).
Vysya, V.N. and Shah, K. “Robotic Process Automation (RPA) in AML and KYC,” White Paper, Infosys, 1-8 (2018).
Makadam, S., Holmukhe, R.M., and Jaiswal, D.K. “The Future Digital Work Force: Robotic Process Automation (RPA),” Journal of Information Systems and Technology Management, 16, 1-17 (2019).
https://www.ibm.com/products/robotic-process-automation [Accessed: 3/4/20.]
https://www.advsyscon.com/en-us/lp/business-process-automation [Accessed: 3/4/20.]
https://www.uipath.com/rpa/robotic-process-automation [Accessed: 3/4/20.]
https://www.pega.com/products/pega-platform/robotic-automation [Accessed: 3/4/20.]
https://www.pega.com/system/files/resources/2018-12/from-rpa-to-dpa.pdf [Ac-cessed: 3/4/20.]
https://www.irs.gov/pub/irs-pdf/p4169.pdf [Accessed: 4/13/19.]
http://www.taskt.net/ [Accessed: 4/13/19.]
https://www.ipswitch.com/ [Accessed: 3/5/20.]
https://www.selenium.dev/ [Accessed: 3/5/20.]
https://www.w3.org/TR/xpath/all/ [Accessed: 3/5/20.]
Hevner, A.R., March, S.T., Park, J., and Ram, S. “Design Science in Information Sys-tems Research,” MIS Quarterly, 28(1), 75-105 (2004).
Peffers, K., Tuunanen, T., Rothenberger, M.A., and Chatterjee, S. “A Design Science Re-search Methodology for Information Systems Research,” Journal of Management In-formation Systems, 24(3), 45-77 (2007).