I am new to UIPath - how to start the conversation with client

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1

Hi,

I am new to UiPath and currently learning to prepare for my exam for automation business analyst certification. However, my boss asking me to start looking for an opportunity on our client side what can be automated. Our client is bank industry. Is there any questionnaire or list of questions that I can based on to start this conversation with my client?
Appreciate your help. Thank you.

Regards,
Grace

2

@grace_tanzil
Absolutely, initiating a conversation about automation opportunities with a client in the banking industry is a great step. Below is a list of questions you can use to guide your discussion and identify potential areas for automation. Note that these questions are more general and may not be specific to UiPath but can be adapted accordingly:

  1. Process Identification:
  • Can you describe some of the key processes currently being executed within your bank?
  • Are there any repetitive tasks that employees perform on a regular basis?
  • Can you identify any manual data entry tasks in your processes?
  1. Data Handling and Management:
  • How is data currently managed within the bank? Are there any manual data reconciliation processes?
  • Are there data migration or data integration tasks that could benefit from automation?
  1. Customer Interaction:
  • What are the primary channels for customer interaction? (e.g., online, in-branch, phone)
  • Are there areas in customer support or communication that could be automated to enhance efficiency?
  1. Regulatory Compliance:
  • How does the bank currently ensure compliance with regulatory requirements?
  • Are there reporting or documentation tasks related to compliance that could be automated?
  1. Transaction Processing:
  • Can you identify any high-volume transaction processing tasks that could be streamlined through automation?
  • Are there tasks related to account management, loan processing, or payment processing that might benefit from automation?
  1. Risk Management:
  • How does the bank currently manage risk assessment and mitigation?
  • Are there processes related to risk analysis that could be automated to improve accuracy and speed?
  1. Back-Office Operations:
  • What are the key back-office operations within the bank?
  • Are there manual tasks related to HR, finance, or administration that could be automated?
  1. IT Operations:
  • How are IT operations managed within the bank?
  • Are there routine IT tasks, such as system monitoring or maintenance, that could be automated?
  1. Workflow and Approval Processes:
  • Can you describe the workflow and approval processes for various activities within the bank?
  • Are there bottlenecks or delays in approval processes that could be reduced through automation?
  1. Employee Onboarding and Training:
  • How is the onboarding process for new employees managed?
  • Are there training or knowledge-sharing processes that could be automated to expedite employee onboarding?
  1. Security and Fraud Prevention:
  • How does the bank currently address security and fraud prevention?
  • Are there areas in which automation could enhance security measures or detect fraudulent activities more efficiently?
  1. Cost Reduction and Efficiency:
  • Are there specific areas where the bank is looking to reduce costs or improve operational efficiency?
  • Can automation play a role in achieving these objectives?
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Hi @grace_tanzil

I would like to suggest exploring similar questions online. You can find many use cases that have been successful in the banking industry.

Basic Questions can be as follows:

  1. Process Overview:
    What are the key processes in your banking operations?
    Any high-volume or manual tasks?

  2. Efficiency and Turnaround:
    Current turnaround times for key processes?
    Any bottlenecks or delays?

  3. Pain Points:
    Current challenges in manual processes?
    Areas of frequent errors?

  4. Volume and Complexity:
    Transaction volume?
    Process complexity?

Also check out these articles

How To Choose Which Processes To Automate With RPA | UiPath

Top 6 Steps to Identify Processes to Automate with RPA in 2024 (aimultiple.com)

8 Common Business Processes You can Automate with RPA (roboyo.global)

Banking Automation - RPA in Banking | UiPath

Hope this helps :slight_smile:

1 Like
4

Thank you @AJ_Ask and @Krishna_Raj. Is it feasible to conduct an RPA assessment for applications or systems, such as the core banking system, that I am not familiar with, considering that my client primarily uses the ERP for their Human Capital Management Business Process, which I am acquainted with?

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Hi @tanzil.grace

I think it will be great for you to get the test access for their ERP environment, so that you can test UiPath compatibility with it.

Also, I will suggest get to know their business process & their automation expectation & then you can plan according to that.

Hope this helps :slight_smile: