Robotic process automation in financial controlling

Ohjelmistorobotiikka on viime vuosina suosiota kasvattanut automaatioratkaisu, jota hyödynnetään tietotyön rutiininomaisten tehtävien automatisointiin kohtuullisen pienellä panostuksella, vähentäen siten ihmistyöntekijöiden manuaalisiin prosesseihin kuluttamaa aikaa. Tässä pro gradu -tutkielmassa ta...

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Päätekijä: Räty, Lasse
Muut tekijät: Informaatioteknologian tiedekunta, Faculty of Information Technology, Informaatioteknologia, Information Technology, Jyväskylän yliopisto, University of Jyväskylä
Aineistotyyppi: Pro gradu
Kieli:eng
Julkaistu: 2022
Aiheet:
Linkit: https://jyx.jyu.fi/handle/123456789/82948
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author Räty, Lasse
author2 Informaatioteknologian tiedekunta Faculty of Information Technology Informaatioteknologia Information Technology Jyväskylän yliopisto University of Jyväskylä
author_facet Räty, Lasse Informaatioteknologian tiedekunta Faculty of Information Technology Informaatioteknologia Information Technology Jyväskylän yliopisto University of Jyväskylä Räty, Lasse Informaatioteknologian tiedekunta Faculty of Information Technology Informaatioteknologia Information Technology Jyväskylän yliopisto University of Jyväskylä
author_sort Räty, Lasse
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description Ohjelmistorobotiikka on viime vuosina suosiota kasvattanut automaatioratkaisu, jota hyödynnetään tietotyön rutiininomaisten tehtävien automatisointiin kohtuullisen pienellä panostuksella, vähentäen siten ihmistyöntekijöiden manuaalisiin prosesseihin kuluttamaa aikaa. Tässä pro gradu -tutkielmassa tarkastellaan ohjelmistorobotiikalle soveltuvia prosesseja etenkin kontrollereiden työssä. Kannattavien käyttökohteiden seulomisen lisäksi ohjelmistorobotiikan käyttöönoton edellytyksiä selvitetään. Tutkielman lopussa arvioidaan lisääntyvän automatisaation vaikutusta kontrollereiden työnkuvaan, sekä hahmotellaan ohjelmistorobotiikan lähitulevaisuuden kehityssuuntia. Tutkielman empiirinen osuus on luonteeltaan laadullinen, ja sen aineistonkeruumenetelmänä hyödynnettiin viittä puolistrukturoitua haastattelua ohjelmistorobotiikan taloushallintoon soveltamisen parissa työskennelleiden ammattilaisten kanssa. Haastatteluissa kerätty aineisto analysoitiin sisällönanalyysiä hyödyntäen. Ohjelmistorobotiikan käyttökohteiksi soveltuu varsinkin tarkasti määritellyt, yksiselitteiset ja toisteiset tehtävät, joissa on suuri volyymi. Kontrollereiden mahdollisesti kohtaamiin, kriteerit täyttäviin taloushallinnon tehtäviin kuuluu esimerkiksi erilaiset täsmäytykset, tietojen siirto kirjanpitojärjestelmistä raportointijärjestelmiin, toimittajatietojen tarkastaminen ennakkoperintärekisteristä, laskuttaminen, sekä asiakasperintä. Ohjelmistorobotiikan hyödyntäminen edellyttää varsinkin hyvää nykyprosessien tuntemusta sekä sen hahmottamista, minkä tyyppisiä prosesseja ohjelmistorobotiikalla voidaan automatisoida. Ohjelmistorobottien kehittämiseen vaadittavaa osaamista voi esimerkiksi ostaa automaatioratkaisuja tarjoavilta IT-yrityksiltä. Kontrollereiden, kuin myös muidenkin tietotyöläisten, kannattaisi perehtyä automaation tarjoamiin mahdollisuuksiin ymmärtääkseen, minkälaisia prosesseja olisi järkevämpää automatisoida manuaalisen suorittamisen sijaan. Ohjelmistorobotiikka on alkanut saamaan yrityksissä jalansijaa vasta viimeisten 6–7 vuoden aikana, joten sen tulevaa vaikutusta kontrollointiprosesseissa on toistaiseksi hankala arvioida. Tietotyön automaatio näyttää joka tapauksessa etenevän vauhdilla, mikä vaikuttaisi merkitsevän analyyttisempaa ja neuvonantavampaa työnkuvaa kontrollereille rutiininomaisten ja toisteisten työtehtävien vähetessä. Robotic Process Automation (RPA) is an automation solution which has grown in popularity during recent years. It can be used to automate repetitive knowledge work tasks with relatively small development work, thus reducing the time spent by human workers on manual processes. This Master’s thesis investigates controlling related tasks, which are suitable for automation with the use of RPA and where its use may prove beneficial. In addition to screening for worthwhile use cases, prerequisites for the introduction of RPA will also be investigated. At the end of the thesis, the effect of increasing automation on the job description of controllers is evaluated, and possible directions of future development for RPA are outlined. A qualitative method was applied for this study; the empirical material was collected using five semi-structured interviews, which were carried out with experts working closely with the development and use of RPA solutions in financial management. Content analysis was then used to analyse the study material. Good target processes for RPA are particularly well-defined, unambiguous, and repetitive tasks with a large volume. Some financial administration tasks that meet the criteria which controllers may encounter include various data reconciliations, data transfer from accounting systems to reporting systems, checking supplier data from the advance collection register, invoicing, and customer collection. The use of RPA requires especially a good knowledge of current processes and an understanding of which types of processes can be automated with it. The expertise required to develop software robots can, for example, be purchased from IT companies offering automation solutions. Controllers, as with other information workers, should familiarize themselves with the opportunities offered by automation in order to understand what kinds of processes would make more sense to automate instead of performing them manually. RPA has only begun to gain foothold in companies during the last 6-7 years, so its future impact on controlling processes is difficult to assess for the time being. In any case, the automation of information work seems to be progressing rapidly, which seems to signify a more analytical and advisory job description for controllers as time spent on mindless routine and repetitive tasks decrease.
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spellingShingle Räty, Lasse Robotic process automation in financial controlling Robotic Process Automation RPA controller Tietojärjestelmätiede Information Systems Science 601 taloushallinto tietotyö digitalisaatio automaatio financial administration knowledge work digitalisation automation
title Robotic process automation in financial controlling
title_full Robotic process automation in financial controlling
title_fullStr Robotic process automation in financial controlling Robotic process automation in financial controlling
title_full_unstemmed Robotic process automation in financial controlling Robotic process automation in financial controlling
title_short Robotic process automation in financial controlling
title_sort robotic process automation in financial controlling
title_txtP Robotic process automation in financial controlling
topic Robotic Process Automation RPA controller Tietojärjestelmätiede Information Systems Science 601 taloushallinto tietotyö digitalisaatio automaatio financial administration knowledge work digitalisation automation
topic_facet 601 Information Systems Science RPA Robotic Process Automation Tietojärjestelmätiede automaatio automation controller digitalisaatio digitalisation financial administration knowledge work taloushallinto tietotyö
url https://jyx.jyu.fi/handle/123456789/82948 http://www.urn.fi/URN:NBN:fi:jyu-202209064478
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