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PST2115 - PST2115. RPA Use Cases for the Small Practice

Jul 29, 2021 8:00am ‐ Jul 29, 2021 9:15am

Standard: $49.00


Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have been embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions, see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.

Major Topics:

  • Overview of RPA and other process automation technologies
  • Discussion of how RPA, digital plumbing, and custom apps can impact workflow automation
  • Bot capabilities and script creation approaches – pro-code versus low-code/no-code
  • Walk through building an RPA to automate data entry into tax software

Learning Objectives:
  • Define key terms associated with process automation technologies like robotic process automation, digital plumbing, pro-code, low-code/no-code, and enterprise architecture.
  • Explain the difference in digital plumbing solutions, application program interfaces (APIs), and robotic process automation.
  • Build a simple RPA.


Tags: PST

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