Assessing and Prioritizing Robotic Process Automation Projects: Insurance Organizations Case Study

This blinded case study describes how a mid-sized U.S. life insurance company implemented Robotic Process Automation (RPA) to reduce costs, streamline processes, and move more data in-house. Working with a center of excellence and a prioritization committee, the organization developed tools to assess and prioritize its most pressing RPA needs. Since pursuing and implementing RPA, the organization’s costs have gone down, and it anticipates that RPA will pay for itself within a year as additional projects are completed. This case study shares how the organization navigated the process of selecting a vendor, put teams and structures in place to manage RPA, and developed a tool to assess and prioritize RPA projects.