內容簡介
本書著力普及 RPA 的概念,並講解各類 RPA 實戰化套用場景,理論與實踐並重。第 1 章對RPA 進行全面介紹,使初學者了解什麼是 RPA、為什麼需要 RPA 及目前 RPA 市場的發展情況。第 2 章對企業級 RPA 架構及主要組成部分做簡單闡述,以便讀者了解 RPA 的內部構成。RPA的關鍵技術將會在第 3 章進行講解,包括與 RPA 相關的自動化技術及人工智慧技術。基於以上提到的技術,亞信科技推出自研的 RPA 產品—AISWare AIRPA,作為例子,本章將簡單介紹AIRPA 的設計要點、功能構成。第 4 章從理論與實踐層面介紹 RPA 卓越中心的概念以及企業如何搭建 RPA 卓越中心,幫助企業的決策者了解卓越中心。第 5 章從需求規劃、設計開發、測試驗證、部署運營 4 個層面詳細闡述 RPA 項目如何落地與管理。第 6 ~ 10 章介紹 RPA 在各行各業的實戰案例與套用場景,涉及電信行業、金融行業、政務行業、零售行業以及衛健行業,為處在數位化轉型階段的企業提供參考依據。第 11 章匯總當前 RPA 技術存在的套用挑戰,並分析 RPA 未來的發展趨勢,使讀者對 RPA 有著更深遠的認識。
本書的讀者對象包括所有 RPA 廠商的從業人員,RPA 產品廣大的甲方客戶,RPA 領域的諮詢、顧問、投資人及其他對 RPA 感興趣的讀者。
圖書目錄
第 1 章 全面認識 RPA ······································································1
1.1 流程自動化的產生背景·································································· 1
1.2 RPA 的定義 ················································································ 4
1.3 RPA 的發展歷程 ·········································································· 8
1.3.1 桌面自動化 ·················································································· 9
1.3.2 機器人流程自動化 ········································································· 9
1.3.3 機器人流程智慧型化 ········································································10
1.3.4 機器人流程自主化 ········································································11
1.4 RPA 的套用價值 ·········································································12
1.4.1 提升企業工作效率 ········································································12
1.4.2 降低成本 ····················································································13
1.4.3 提升流程的準確性和合規性 ····························································14
1.4.4 數據業務串聯 ··············································································14
1.4.5 快速見效 ····················································································15
1.4.6 注智賦能 ····················································································15
1.5 RPA 的行業現狀 ·········································································16
1.5.1 RPA 典型玩家 ··············································································17
1.5.2 RPA 典型場景 ··············································································21
1.5.3 RPA 典型商務模式 ········································································24
1.5.4 RPA 典型生態運營 ········································································25
第 2 章 企業級 RPA 平台的構成 ······················································· 26
2.1 企業級 RPA 平台架構 ··································································26
2.2 開發工具···················································································27
2.2.1 開發工具定位 ··············································································27
2.2.2 開發工具需具備的能力 ··································································29
2.2.3 組成部分 ····················································································31
2.3 控制中心···················································································32
2.4 執行器 ······················································································34
2.4.1 執行器的評判標準 ········································································34
2.4.2 執行器的技術能力 ········································································35
第 3 章 RPA 的關鍵技術 ································································· 37
3.1 界面元素定位技術·······································································40
3.2 界面自動化技術··········································································44
3.3 流程引擎技術·············································································49
3.4 規模調度技術·············································································52
3.5 通用定時計畫技術·······································································55
3.6 人工智慧技術·············································································60
3.6.1 光學字元識別 ··············································································62
3.6.2 自然語言處理 ··············································································66
3.6.3 語音識別 ····················································································75
3.6.4 計算機視覺 ·················································································82
3.7 亞信科技 AIRPA 產品 ··································································88
3.7.1 產品總體架構 ··············································································88
3.7.2 機器人設計器 ··············································································89
3.7.3 機器人管家 ·················································································96
3.7.4 機器人執行引擎 ········································································· 102
3.7.5 機器人智慧型服務 ········································································· 104
3.7.6 任務挖掘 ·················································································· 106
3.7.7 流程挖掘 ·················································································· 114
3.7.8 自動化雲 ·················································································· 120
第 4 章 RPA 卓越中心的構建 ························································· 125
4.1 RPA 卓越中心的基本概念 ··························································· 126
4.1.1 什麼是 RPA 卓越中心 ·································································· 126
4.1.2 RPA 卓越中心的套用價值 ····························································· 127
4.2 RPA 卓越中心的職能 ································································· 129
4.2.1 治理中心 ·················································································· 130
4.2.2 技術中心 ·················································································· 131
4.2.3 交付中心 ·················································································· 132
4.2.4 推廣中心 ·················································································· 132
4.3 RPA 卓越中心的組織結構 ··························································· 133
4.3.1 聯邦式 ····················································································· 133
4.3.2 中心式 ····················································································· 134
4.3.3 混合式 ····················································································· 136
4.4 RPA 卓越中心的角色構成及職能劃分 ············································ 137
4.5 RPA 卓越中心的工作流程 ··························································· 140
4.5.1 RPA 實施流程 ············································································ 140
4.5.2 RPA 運營推廣 ············································································ 151
4.5.3 RPA 卓越中心效果評定 ································································ 152
4.6 RPA 卓越中心的構建及運營實踐 ·················································· 152
4.6.1 RPA 卓越中心的構建思路 ····························································· 153
4.6.2 RPA 卓越中心的實踐要點 ····························································· 155
第 5 章 RPA 實施過程 ·································································· 157
5.1 需求規劃················································································· 158
5.1.1 場景識別 ·················································································· 158
5.1.2 流程梳理 ·················································································· 160
5.1.3 方案制訂 ·················································································· 166
5.1.4 需求變更 ·················································································· 170
5.2 設計開發················································································· 171
5.2.1 流程設計 ·················································································· 172
5.2.2 流程開發 ·················································································· 172
5.2.3 版本控制 ·················································································· 175
5.3 測試驗證················································································· 175
5.3.1 單元測試 ·················································································· 176
5.3.2 用戶測試 ·················································································· 176
5.3.3 試運行 ····················································································· 177
5.3.4 上線評估 ·················································································· 178
5.4 部署運營················································································· 178
5.4.1 部署運行 ·················································································· 178
5.4.2 整理歸檔 ·················································································· 180
5.4.3 運維監控 ·················································································· 181
5.4.4 運營推廣 ·················································································· 183
第 6 章 RPA 在電信行業的套用 ······················································ 188
6.1 行業背景················································································· 188
6.2 場景需求················································································· 189
6.3 套用案例················································································· 195
6.3.1 電信 B 域案例 ············································································ 196
6.3.2 電信 O 域案例 ············································································ 200
6.3.3 電信 M 域案例 ··········································································· 203
第 7 章 RPA 在金融行業的套用 ······················································ 208
7.1 行業背景················································································· 208
7.2 場景需求················································································· 210
7.2.1 銀行領域場景需求 ······································································ 211
7.2.2 證券行業場景需求 ······································································ 213
7.2.3 保險行業場景需求 ······································································ 214
7.3 套用案例················································································· 215
7.3.1 案例:證券公司財務機器人 ·························································· 216
7.3.2 案例:工商銀行落地實踐 ····························································· 220
第 8 章 RPA 在政務行業的套用 ······················································ 225
8.1 行業背景················································································· 225
8.2 場景需求················································································· 227
8.3 套用案例················································································· 229
8.3.1 案例:“RPA+AI”“一網通辦” ··················································· 229
8.3.2 案例:數字社工 ········································································· 233
8.3.3 案例:12345 坐席助手 + 智慧型派單 ·················································· 235
8.3.4 案例:稅務管理自動化 ································································ 236
第 9 章 RPA 在零售行業的套用 ······················································ 239
9.1 行業背景················································································· 239
9.2 場景需求················································································· 240
9.3 套用案例················································································· 241
9.3.1 案例:產品上新 ········································································· 242
9.3.2 案例:退換貨處理 ······································································ 243
第 10 章 RPA 在衛健行業內的套用 ················································· 245
10.1 行業背景 ··············································································· 245
10.2 場景需求 ··············································································· 246
10.3 套用案例 ··············································································· 247
10.3.1 案例:外來人口流調 ·································································· 247
10.3.2 案例:住戶體溫數據採集 ···························································· 249
第 11 章 RPA 的挑戰及未來趨勢 ···················································· 252
11.1 RPA 的套用挑戰 ······································································ 252
11.1.1 行業標準體系尚未完善 ······························································· 252
11.1.2 產品使用門檻仍然存在 ······························································· 253
11.1.3 RPA 技術本身的脆弱性 ······························································· 254
11.1.4 用戶缺乏企業級的 RPA 戰略 ························································ 254
11.2 未來發展趨勢 ········································································· 255
11.2.1 RPAaaS ··················································································· 255
11.2.2 超自動化 ················································································· 256
11.2.3 流程挖掘 ················································································· 257
11.2.4 RPA 卓越中心 ··········································································· 258
11.2.5 助力構建元宇宙 ········································································ 259
11.3 結語 ····················································································· 260