Robotic Automation

RPA earns its place when the system of record has no usable API and the volume of clicks is eating staff time. We do not robotise a process that should be an integration. When a robot is the honest option — legacy ERP screens, portal uploads, copy-between-spreadsheets — we design attended versus unattended, credential storage, and what happens when the UI changes.

Bots are treated as production software: versioned, logged, and monitored. Selectors are written to survive minor UI churn. Sensitive data does not sit in the robot’s working folder. Scheduling and queues are explicit so two bots do not fight over the same record. We document the human fallback for the morning the vendor redesigns a form.

Governance is part of the build. Who may promote a bot, who owns a failure at 6 a.m., and which processes are banned from RPA (payments without dual control, for example) are written down. A bot farm without that list becomes shadow IT with a nicer dashboard.

Success is hours returned and error rate down, measured on the process you named in discovery. We will recommend an API or iPaaS path instead when the vendor can support it — robots are a tactic, not a strategy.