Robotic Process Automation: Automating the Order-to-Cash Process workshop 1

Class Materials

• Case: Pure Reformed Oils (Swindler and Simpson: The path to redemption) Case, Continued."> Pure Reformed Oils (Swindler and Simpson: The path to redemption) Case, Continued.
• Case: Billing Bot (background) Case as an example of extending the bot to capture invoicing."> Billing Bot (background) Case as an example of extending the bot to capture invoicing.
• Case: Tax Form Bot (background) Case as an example of extending a bot from input data to interacting and saving pdfs forms."> Tax Form Bot (background) Case as an example of extending a bot from input data to interacting and saving pdfs forms.
• Case: Distance Bot (background) Case as an example of extending a bot using input data to interacting with web browsers and obtaining data from websites."> Distance Bot (background) Case as an example of extending a bot using input data to interacting with web browsers and obtaining data from websites.
• Case: Sales Reporting Bot (background) Case as an example of extending a bot using sales data to interacting with dashboards to display sales information."> Sales Reporting Bot (background) Case as an example of extending a bot using sales data to interacting with dashboards to display sales information.
• Slides for this class have been archived.
• Data: A data update may be required. Using cmd run git pull in the datasets.io folder.
• Automation Tools: UIPath
• Automated Tasks: CSV and Excel related read/write activities, Audit trail/metadata logging for controls and/or process mining outputting to text log files

• Suggested Pre-Class Preparation

  1. Students should have mostly completed the bot by this class and be working on their extension.
  2. It is a good idea to have identified your extension prior to this class so you can discuss it with the instructor.

• Class Plan

  1. After a brief review and overview of the remaining tasks, students will work on their individual extensions to the bot.