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

Materials and Suggested Seating:

Case: 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.
Case: 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.
Case: 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Slides for this class have been archived for this quarter.
Data: A data update may be required for this class. To ensure your files are the most up-to-date, navigate to ACCTG528_Labs folder and run the command git pull.
Automation Tools: UIPath
Automated Tasks: CSV and Excel related read/write activities
Automated Tasks: 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.