An MSP Partner’s Guide to RPA

In the modern business landscape, many of your clients have stacks of repetitive busywork that their clerical staff constantly juggles. However, manually executing these tasks can be time-consuming, error-prone, and resource-intensive.

While you may know us as your client’s friendly neighborhood print vendor, we offer many solutions beyond our office equipment offerings. 

To save your clients from wasting time and energy, we offer RPA solutions.

Robotic Process Automation (RPA) emerges as a transformative solution, offering opportunities to streamline workflows, improve accuracy, and optimize resource utilization. RPA uses bots to automate processes that were previously manual, repetitive tasks.

RPA can help businesses cut down on costs while boosting productivity - two initiatives that are universal among all industries.

At Print Partner, we are dedicated to providing both our MSP partners and their clients with an exceptional experience. When you refer your clients to us, we’ll do everything we can to optimize their office workflow. And in some cases, that process involves RPA.

In this article, we’ll explore the potential of RPA, highlighting its benefits and practical applications in your client environments.

What Can RPA Do For Your Clients?

The concept of RPA is a broad and sometimes misinterpreted phrase in the business tech space. It’s vague, and the purpose and application of RPA may not be immediately obvious to those who haven’t dealt with it before.

We’ll review the primary benefits RPA can bring to your clients’ businesses.

Increase Productivity and Efficiency

RPA enhances business operations by transforming slow, manual tasks into fast, automated processes. By deploying RPA bots, organizations can significantly enhance efficiency and productivity across various functions. 

Mundane tasks that once consumed valuable time and resources can now be executed effortlessly in the background, allowing employees to focus on more value-added activities. With RPA, businesses can achieve operational excellence and accelerate their pace of innovation.

Control Costs and Reduce Labor Expenses

One of the most compelling advantages of RPA is its ability to control costs by reducing labor expenses. 

By automating repetitive tasks traditionally performed by employees, organizations can significantly save time and resources. 

RPA bots are always running in the background, 24 hours a day, 7 days a week, ensuring consistent and cost-effective operations. 

This can lead to massive savings for businesses, which may have previously needed to pay multiple employees to do the busywork that bots can run effortlessly in the background.

Reprioritize Staff and Allocate Resources Effectively

RPA empowers organizations to reprioritize their staff and allocate resources more effectively.

Now that your client’s staff no longer needs to sink hours into organizing files,employees can focus on higher-priority projects that require human expertise and creativity. 

Organizations can leverage RPA to streamline workflows, improve collaboration, and drive innovation across departments. With RPA handling the busy work, employees can unleash their full potential and contribute more strategically to the organization's success.

Increase Flexibility and Adaptability

RPA provides businesses with greater flexibility and adaptability to meet evolving demands and challenges. Unlike human employees, RPA bots can easily handle spikes in demand or unexpected busy periods, ensuring uninterrupted operations and timely delivery of services. 

Whether it's scaling up to meet increased workload or adjusting to fluctuating market conditions, RPA enables organizations to respond swiftly and effectively, maintaining a competitive edge in today's dynamic business environment.

Digitally Transform Business

RPA serves as a catalyst for digital transformation, enabling organizations to digitize their operations quickly and efficiently. By automating tasks such as data logging and documentation, RPA helps businesses transition from manual, paper-based processes to streamlined, digitized workflows. 

This not only improves efficiency and accuracy but also enhances accessibility and collaboration within the organization. With RPA, businesses can embark on their digital journey with confidence, laying the foundation for future growth and innovation.

Reduce Errors and Ensure Compliance

RPA plays a crucial role in reducing errors and ensuring compliance with regulatory standards and industry requirements. Unlike human workers, RPA bots are designed to execute tasks with precision and consistency, minimizing the risk of errors and deviations. 

By automating compliance-related processes, such as data validation and audit trails, RPA helps businesses meet their compliance obligations efficiently and effectively. This not only reduces the risk of costly fines and penalties but also enhances trust and credibility with clients and stakeholders.

Bridge Systems and Enable Integration

One of the key strengths of RPA is its ability to bridge systems and enable seamless integration across disparate platforms. 

RPA bots can interface with legacy or proprietary systems, linking them together and enabling automation where previous efforts failed. This enables organizations to unlock the full potential of their existing infrastructure, maximize ROI on IT investments, and drive innovation through interconnected workflows. 

With RPA, businesses can break down silos, streamline processes, and unleash the power of data-driven insights to fuel growth and success.

RPA Bots for Every Sector of Your Client’s Business

Xerox offers bots designed to automate different processes for each sector of your client’s business. We’ll go into detail on each area we can help automate.

Finance

Finance is riddled with a mundane and repetitive workload. It’s also a business sector where small human errors can have rippling consequences. One extra 0, and your client’s entire budget can fall out of balance!

Finance has several areas that can benefit from bots.  For instance, the Accounts Payable Invoice Processing Bot efficiently extracts information from invoices and validates tax details, purchase orders, goods received notes, and payment terms and dates. This bot promotes accurate and timely invoice processing, improving cash flow management and vendor relationships.

We also have the Accounts Receivable Bot, which extracts information from cash receipts, validates tax details, customer invoices, payment terms, and dates, and then applies the cash received to the appropriate invoices. This automation expedites the reconciliation process and minimizes errors and delays in cash application which enhances your client’s overall financial visibility and control.

RPA offers a game-changing opportunity for finance departments to optimize their processes and drive tangible business outcomes.

Customer Service

RPA bots offer your clients the opportunity to provide their customer service team and your clients with a transparent and efficient workflow without requiring any additional work from your staff.

Order Track and Trace Bot tracks shipment status of orders dispatched to customers and provides updates via email and portal, while Safety Stock Monitor Bots monitor safety supplies inventory and places orders to maintain stock.

Your client’s customers will be thankful for the updates, and their staff will be glad to reduce their repetitive taskload.

Marketing and Sales

For prospect outreach, we offer two main kinds of RPA bots for our customers.

First, we have Email Campaign Bots. These bots can help automate promotional campaigns and outreach efforts for the sales and marketing team (but you can probably deduce that from the name!)

We also have Sales Reports Bots, which create reports from sales databases and automatically deliver them via email. Gone are the days of clerical staff creating countless spreadsheets to track sales data.

When your clients utilize bots for creating and monitoring their outreach efforts, they’ll have more time to focus on higher-priority tasks.

Administrative, Legal and Support

Bots excel at administrative work, a sector of business known for stacks of boring paperwork. Here are some of the bots we offer from Xerox that can tackle anything from office administration to legal documentation:

• Attendance Management Bots send registers for employee check-in and check-out details. promotional email campaigns to customers.\
  
  
• Resource Utilization Bots perform resource utilization across accounts
  
  
• Digital Mail Assistant Bots identify the recipient’s email address and send a scanned copy of the physical mail to their inbox.
  
  
• Exhibit Packaging Bots process and package legal exhibits quickly and accurately, creating new levels of efficiency.

With these bots, your clients will no longer need to worry as much about crossing their T’s and dotting their I’s. Bots can help them cover all of their bases, reducing human error in important legal documents and supporting paperwork.

Human Resources

Human resources is plagued with busywork, giving ample opportunities for RPA to swoop in and streamline workflow.

HR bots are particularly helpful for organizations with a large workforce split across multiple locations. Bots can help them standardize their workflow across all offices under their umbrella.

With Xerox, we offer two primary types of HR bots:

• Payroll Bots upload payroll statements into the bank portal for salary disbursement and payroll processing. For employees, these bots offer a transparent look into their earnings.
  
  
• Employee Onboarding Bots send welcome emails with onboarding instructions to new employees. For clients that hire frequently, this can take a huge burden off of managers and HR personnel.
  

Other Operations

In addition to the sectors of business mentioned above, we have bots that cover the following areas:

• Swivel Seat Automation Bots automate agent actions on the desktop, such as swivel seats, asset management of the database, and administration in the ticketing tool.
  
  
• Password Reset Bots allow passwords to be reset directly from the login screen or through web access.
  
  
• Excel to App/Excel Reconciliation Bots ensure that data between an application and a report or between two reports are in sync.
  
  
• License Management Bots automatically assign a license to an end-user after validating the necessary requirements, such as a contract or an order.
  
  
• Auto Scripts Bots automate troubleshooting by processing steps to resolve common technical issues and requests.
  

Print Partner’s Dedication to Automation

When you set aside the complex jargon, the core of RPA has a very simple goal that resonates with anyone who’s ever run a business. Work smarter, not harder.

RPA helps businesses cut down on their hours of labor and replace repetitive tasks with automated workflows, leading to faster workflows with less room for human error.

RPA is the natural extension of our managed print services and document solutions suite. Green Office Partner has always been dedicated to helping businesses build fine-tuned workflows with top-shelf office equipment paired with top-shelf support. RPA is yet another solution designed to enhance office efficiency.

Our dedication to providing outstanding support is why Print Partner is the preferred print vendor for hundreds of MSPs across the United States and Canada.

When you refer your clients to Print Partner, we take the burden of print off of your hands, allowing your team to focus on higher-priority tasks. Plus, we pay you!

For every qualified referral we close, we’ll pay the person who registers the opportunity at least $500 for the introduction and an additional $250 per $25K in revenue the deal brings us. We'll then pay your MSP $1,000 per copier we sell, $100 per printer we sell, and a recurring 5% of their lifetime print allotment, so you can continue to earn commission for years after the deal closes.

So increase your earnings and help your clients today by partnering with us, a Print Partner you can trust.