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A lean approach to robotic process automation in banking
Henrique S Mamede1,2, Carina Maria Gonçalves Martins3, Miguel Mira da Silva3
1INESC TEC, Porto, Portugal.
Heliyon
|July 28, 2023
Summary
Integrating Lean techniques with Robotic Process Automation (RPA) enhances efficiency. This Lean RPA approach significantly reduces resource needs for business processes compared to traditional RPA implementation.
Area of Science:
- Business Process Management
- Information Systems
- Operations Research
Background:
- Robotic Process Automation (RPA) automates repetitive, low-complexity tasks using software robots.
- Current RPA adoption often underutilizes its potential by not integrating process improvement.
- Organizations seek to optimize processes through automation.
Purpose of the Study:
- To propose and evaluate a new approach to RPA by integrating Lean techniques.
- To provide a framework for organizations investing in RPA.
- To assess the efficiency gains of Lean RPA over traditional RPA.
Main Methods:
- Design Science Research methodology.
- Assessment of two market leaders in RPA.
- Implementation and evaluation of Lean RPA in a Portuguese private bank across three processes.
Main Results:
- The Lean RPA approach demonstrated significantly lower resource requirements (time, FTE) compared to traditional RPA.
- Positive evaluations were observed in field and simulation cases.
- A framework for optimizing RPA implementation was developed.
Conclusions:
- Integrating Lean techniques with RPA (Lean RPA) unlocks greater potential than standalone RPA.
- Lean RPA offers a more efficient and satisfactory method for automating business processes.
- The proposed framework guides organizations in maximizing RPA benefits.
