Excel is a great tool, but how often is used for “What if” analysis?
How often do you see Excel being used to build a list items that need to be worked on as a set of tasks?
Pivot tables and links between worksheets are excellent but for many “Sort, Filter and Update” are the main uses.
The effort used to create list in spreadsheets and then track actions made in other computer systems can be considerable.
RPA (Robotic Process Automation) is technology that greatly assist many people with their Excel processing.
RPA software robots can easily search web sites or computer systems to build lists of information as rows in an Excel spreadsheet.
The software robots can also be created to read Excel spreadsheets and undertake activity for each row. The task might be checking the data matches details in a SalesForce CRM or using the data to generate customer invoices into Sage 50 accounting.
Implementing RPA does not have to be major change, or fundamental re-design of business processes. The biggest benefits are often achieved by doing simple things in an automated way that is consistent and reliable. This allows people to do the important things such as Customer Service.
Adopting RPA is seen by many as increasing the enjoyment from work with the removal of “Dull” repetitive tasks. Well OK, a few people actual like spending time doing “Cut & Paste” with Excel and the world does not all sorts.
As a challenge – if you are doing “Cut & Paste” today in Excel – Please “Like” this article.