White Paper

Robotic Process Automation

By CUNA Councils

posted 08.12.2020 (o & me)

Also Avalable: One Page Summary

Robotic process automation (RPA) is a hot topic for operations, member experience, and technology staff in credit unions. How the credit union can leverage its potential to enhance efficiency, accuracy, and effectiveness of routine tasks is particularly appealing. Building from the introduction to process automation white paper, published by the Operations & Member Experience Council in 2019, this paper dives into the more complex concepts and applications of robotic process automation, covering:

  • What RPA is - and what it isn’t
  • Why credit unions should consider RPA to improve their processes
  • How RPA supports and improves workloads for employees
  • What does the journey to RPA look like? How does a credit union decide which processes have the potential to be automated? Are there established RPA road maps or does each organization have a unique path?
  • How are credit unions currently utilizing RPA and for what processes? What has the employee response been and how are credit unions guiding staff? What are recommendations for rolling out RPA, particularly when jobs are affected, re-aligned, or eliminated?
  • What are some lessons learned from implementation? What are good examples of RPA implementation and examples of process that would not be suitable for RPA?
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