With Robotic Desktop Automation (RDA), you can use robotic automations, which are configured in Pega Robotics Automation Studio, to automate and integrate processes on the desktop. Automating repetitive tasks reduces errors and frees your staff to focus on higher-value, customer-oriented tasks. For example, you can:
You can configure an automation to run on a flow action on a flow in your case type, or from a modal dialog box or overlay anywhere in your application.
PrerequisitesBefore you begin, ensure that the following tasks have been completed:
What distinguishes RPA from traditional IT automation is RPA software's ability to be aware and adapt to changing circumstances, exceptions and new situations. Once RPA software has been trained to to capture and interpret the actions of specific processes in existing software applications, it can then manipulate data, trigger responses, initiate new actions and communicate with other systems autonomously. Large and small companies will be able to reap the benefits of RPA by expediting back-office and middle-office tasks in a wide range of industries, including insurance, finance, procurement, supply chain management (SCM), accounting, customer relationship management (CRM) and human resource management (HRM).
RPA software is expecially useful for organizations that have many different, complicated systems that need to interact together fluidly. For example, if an electronic form from a human resource system is lacking a zip code, traditional automation software would flag the form as having an exception and an employee would handle the exception by looking up the correct zip code and entering it on the form. Once the form was complete, the employee might send it on to payroll so the information could be entered into the organization's payroll system. With RPA technology, however, software that has the ability to adapt, self-learn, and self-correct would handle the exception and interact with the payroll system without human assistance.
Although RPA software can be expensive, the technology offers companies an alternative to outsourcing and can ultimately result in lower operating costs, decreased cycle times and increased productivity for human employees who no longer are tasked with boring work. Because RPA technology tracks and monitors all the tasks that it automates, it can also help companies to become more audit- and regulatory- compliant. Though it is expected that automation software will replace up to 140 million full-time employees worldwide by the year 2025, many high-quality jobs will be created for those who are able to maintain and improve RPA software.
There are Two Type of installation options available:
The runtime client allows the users to run automations on a user’s desktop. The automation project can be loaded after launching the run time client and right clicking the run time icon in the task bar. During installation of the client enable RDA checkbox needs to be checked in order to enable the REST service (API) for handling automation requests from Pega 7 applications.
Pega Robotic Studio is built on top of Visual Studio. Robotic Studio is used for creating automations. The installation files and instructions can be found in Pega Robotic Automation Architect Essentials (8.0) course in Pega academy. The course also provides a sample application and step by step instructions on how to create an automation. Automations can also be invoked from a Pega application by running the debugger in robotic studio.
Both runtime and Robotic Studio have configuration files which need to be updated with Pega server base URL. At runtime, Config files are copied to the temp folder under C:/user/AppData/Roaming/OpenSpan. The files need to be updated or deleted from this folder every time the Config files are updated in order to pick up latest Config changes.
Robotic automations can be used to automate the routine tasks which are repeated in a workflow. Pega robotics adds the ability to automate tasks using the user interface of existing applications. It can help speed up manual tasks by automating user actions.
Automations are created in Pega Robotic Studio. The latest version available is 8.0 and can be downloaded from PDN. The minimum requirements for running automations are PRPC 7.2.1 with Pega HFIX-29471 or PRPC 7.2.2.
There are two types of Pega robotic automations:
Pega Desktop Automation
Desktop automations are used to provide a unified desktop experience to users by integrating and automating desktop (or web applications) with Pega 7 applications. Desktop or web applications can be launched from flow actions and data can be transferred back and forth between the workflow and desktop applications.
Desktop automations can help reduce the redundant work that is required to copy and duplicate data in multiple applications. This can help reduce the time a CRM representative needs to spend with a customer on the phone and can also reduce data entry errors which can occur when entering the same data multiple times.
Legacy applications where APIs don’t exist or are not compatible with new Pega 7 applications can be integrated with the help of automations.
Pega Process Automation
Process automations are used for automating high-volume back-end repetitive work. Case assignments are routed to a robotic queue from where they are picked up by a robotic automation VM to perform the automations.
The working is similar to an agent but the processing is done by an automation instead of the Pega requestor processing the assignment. A new ‘type’ dropdown has been added in the work basket instance to specify a robotic automation work queue. If Robotic type is selected from the dropdown, two additional fields are displayed:
You can use Robotic Process Automation (RPA) automations to automate repetitive and unattended back-office activities directly from your Pega 7 application. Using process automations can help you to process large volumes of cases in batches faster and with fewer errors compared to manual handling.
For example, you can queue an automation to process one or more stages of an automobile insurance claim. After a claim is submitted, the claim can immediately be routed to a robotic automation virtual machine (VM). The robotic automation VM runs an automation that analyzes the information submitted with the claim, looks up and verifies policy holder information, and updates web and desktop applications with case information.
When you use automations with your case type, case assignments are first routed to robotic work queues. A robotic automation VM retrieves the assignment from the queue, obtains the case data associated with the assignment, and performs the specified automation. After it processes the assignment, any modified data is sent back to the case, and the robotic automation VM retrieves the next assignment to process.
Any information that you want to share between your Pega 7 application and the automation must be marked as relevant records.
Pega Robotic Process Automation (RPA), organizations can automate the tedious manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, or updating customer information in systems record your business can utilize Pega RPA to optimize processes across your enterprise.
Provides a robust management console so you can easily orchestrate, manage and prioritize the queuing of work and processing activity for Pega software robots. Dashboards, reports and drill-downs monitor robot health, work status, SLA compliance, and auditing.
Provides an automation authoring experience designed for rapid development and delivers the most powerful application automation and integration capabilities available today. The visual design surface makes it easy to create workflows and apply business rules through shapes or by recording workflows.
Robotic automation is the application of software to automate tasks and processes otherwise performed by humans. Simply, robotic automation is software automating software. Software robots can fully automate essential business transactions through Robotic Process Automation (RPA) or optimize the way people work with Robotic Desktop Automation (RDA). The goal of robotic automation is an improved customer experience and operational excellence through increased efficiency, performance, and agility in the day-to-day activities across the enterprise.
Robotic Process Automation & Desktop Automation
Organizations using Robotic Desktop Automation and Robotic Process Automation are realizing a faster and greater return on investment when both are leveraged in the transformation journey. By removing lower value, repetitive activities from the desktop—such as application sign-on and call set-up—CSRs in your front office can focus on the customer and deliver exceptional service. In the back office, fully automating high-volume, rules-based processes to reduce costs, accelerate productivity, and decrease errors will free employees to perform higher-value work. Some key benefits customers experience with robotic automation:
Workforce Intelligence & Robotic Automation
Intelligence and robotic automation help enterprises maximize the value of their two biggest investments, people and technology, by understanding how users interact with applications. Pega robotic process automation, desktop automation, workforce intelligence, and case management together to enable more productive employees and a better customer experience. Unlike RPA-only solution providers, Pega offers end-to-end Robotics, CRM, and BPM for any digital enterprise, giving organizations the power to:
Pega provides the only software automation solution capable of simplifying desktops and boosting productivity while enabling full automation of end-to-end processes.
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