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A breakdown of processes to automate by sector

As a business leader, you’re constantly on the lookout for ways to improve efficiency, boost productivity, and increase profits. One of the most powerful ways to achieve these goals is through automation. Automation allows you to take repetitive and time-consuming tasks off the hands of your employees, freeing them up to focus on more important, value-adding activities.

But, with so many processes to choose from, it can be hard to know where to start. The truth is, almost any process can be automated, but some are better suited to automation than others. To help you out, we’ve created a list of processes that are perfect for automation, broken down by sector.

RPA use case breakdown per sector


1. Pharmaceuticals and healthcare sector

  • Patient record-keeping and data entry

  • Drug inventory management

  • Lab test results processing

  • Insurance claims processing

  • Appointment scheduling and confirmation

  • Patient billing and collections

  • Medical coding and billing

  • Prescription refill requests

  • Patient follow-up communications

  • Medical research data analysis

  • Medical device maintenance and repair scheduling

  • Medical imaging analysis

  • Patient registration and scheduling

  • Patient discharge processes

  • Pharmacy order processing

  • Patient data analysis for population health management

  • Electronic health record management

  • Medical device data analysis

  • Medical claims adjudication

2. Transport and logistics sector

  • Shipping and receiving processes

  • Inventory management

  • Fleet management and dispatching

  • Freight bill processing

  • Load planning and optimization

  • Carrier selection and routing

  • Customs clearance and compliance

  • Transportation billing and invoicing

  • Route optimization and scheduling

  • Driver compliance and compliance management

  • Warehouse management

  • Yard management

  • Compliance management

  • Shipment tracking and tracing

  • Order management

  • Delivery management

  • Carrier communication

  • Vehicle maintenance scheduling

  • Purchase order processing

3. Finance and banking sector

  • Account opening and maintenance

  • Loan origination and processing

  • Credit scoring and risk assessment

  • Account reconciliation

  • Fraud detection and prevention

  • Compliance management

  • Trade finance and letter of credit processing

  • Invoice processing and payments

  • Budgeting and forecasting

  • Financial statement generation and analysis

  • Cash management and forecasting

  • Compliance management

  • Customer onboarding

  • Account closing

  • Tax compliance

  • Financial data analysis

  • Compliance management

  • Financial reporting

4. Mining sector

  • Material tracking and inventory management

  • Mine scheduling and planning

  • Drilling and blasting processes

  • Material movement and haulage

  • Equipment maintenance and repair scheduling

  • Compliance management

  • Ore grade control and reconciliation

  • Geology data analysis

  • Mine ventilation and cooling management

  • Mine safety monitoring and reporting

  • Production tracking and reporting

  • Maintenance management

  • Compliance management

  • Mine safety management

  • Drilling and blasting management

  • Mine performance tracking

  • Mine data analysis

  • Mine safety incident reporting

  • Mine ventilation management

5. Communications and information technology sector

  • Network monitoring and management

  • IT service management

  • IT service desk

  • IT asset management

  • IT security incident management

  • IT compliance management

  • IT change management

  • IT project management

  • IT procurement

  • IT budgeting and forecasting

  • IT performance monitoring and management

  • IT incident management

  • IT service management

  • IT change management

  • IT security management

  • IT service monitoring

  • IT compliance management

  • IT project management

  • IT procurement

6. Agriculture and agro-processing

  • Crop and field management

  • Supply chain management

  • Inventory management

  • Compliance management

  • Weather monitoring and forecasting

  • Irrigation management

  • Soil analysis and management

  • Yield forecasting

  • Crop monitoring and disease management

  • Harvest planning and scheduling

  • Animal health and breeding management

  • Feed management

  • Milk production management

  • Meat processing management

  • Food safety and compliance management

  • Traceability and recall management

  • Animal welfare management

  • Compliance management

  • Food packaging and labeling

7. Fashion and beauty sector

  • Inventory management

  • Supply chain management

  • Order management

  • Compliance management

  • Product development and design management

  • Production scheduling and management

  • Retail store management

  • Product pricing and promotion management

  • Customer service and support management

  • Marketing and advertising management

  • E-commerce management

  • Fashion trend analysis

  • Retail analytics

  • Compliance management

  • Customer relationship management

  • Sales forecasting

  • Market research

  • Brand management

8. Automobile sector

  • Vehicle assembly and production

  • Supply chain management

  • Inventory management

  • Compliance management

  • Quality control and testing

  • Warranty and recall management

  • Vehicle logistics and shipping

  • Dealership management

  • Vehicle maintenance and repair scheduling

  • Vehicle sales and leasing management

  • Vehicle financing and leasing management

  • Vehicle trade-in management

  • Vehicle rental management

  • Vehicle telematics and diagnostics

  • Vehicle compliance management

  • Vehicle registration and title management

  • Vehicle auction management

  • Vehicle data analytics

9. Real estate sector

  • Property management

  • Lease management

  • Tenant screening and onboarding

  • Rent collection and billing

  • Property maintenance and repair scheduling

  • Property listing and marketing

  • Property inspection and compliance management

  • Property financial analysis and reporting

  • Property tax compliance

  • Property insurance management

  • Property sales and leasing management

  • Property development management

  • Property data analytics

  • Property legal compliance

  • Property accounting and financial management

  • Property portfolio management

  • Property lease management

  • Property compliance management

Get automating right now!

Automating tedious and mundane processes is crucial for businesses of all sizes to achieve harmony between their systems and their people. These processes not only cause inefficiency and frustration but also lead to errors that can negatively impact productivity and revenue.

At our company, we specialise in helping businesses automate their systems to improve efficiency and streamline their operations. From data entry to customer service, we have the expertise to identify and automate the processes that are holding your business back.

Don’t let tedious tasks continue to bog down your employees and hold your business back. Contact us today with a simple click and we’ll jump in to help you automate and optimise your systems. Together, we’ll help your business thrive and reach its full potential.

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