Data Integration and Data Transfer​

Optimise Data Integration and Data Transfer processes with Robotic Process Automation (RPA)

In a time of increased data-driven decision-making, the integration and transfer of data across multiple systems is a critical aspect of organisational efficiency. 

Over the years, we have encountered challenges faced by our customers, such as:

  1. Data Inaccuracy and Inconsistencies: Manual data transfer, validation and cleaning during integration are error-prone and time-consuming, leading to data inaccuracies and inconsistencies across systems with potentially far-reaching consequences. 
  2. Complex Data Mapping: Mapping data between different systems manually can take up a lot of time, especially when information pertaining various processes needs to be matched. 
  3. Delayed Data Transfer: Traditional data transfer methods often involve delays, hindering timely access to critical information and impeding decision-making processes.
  4. Compatibility Issues Across Platforms: Manually transferring data between diverse software platforms can be challenging as different systems may use different formats to depict data, which can lead to compatibility issues and inefficiencies in data transfer processes.
  5. Big Data Transfers become lost opportunities: Transferring large quantities of data either, requires huge investment into resources or it becomes a task ‘not completed’ because the investment is too cumbersome.

We discuss how RPA can assist with overcoming these day-to-day challenges.

Key Advantages of RPA in Data Integration and Data Transfer processes
Robotic Process Automation (RPA) has emerged as a strategic integral part of your business, able to transform the way businesses handle data integration and transfer processes. RPA is a technology that automates repetitive and rule-based tasks, using intelligent software robots that mimic human actions. The following advantages have been recorded by businesses that implemented RPA:


  • Data Validation and Cleaning
    Ensuring the accuracy and cleanliness of data during integration is crucial. RPA bots validate and clean data, identifying and rectifying potential errors or inconsistencies. This results in improved data quality across integrated systems.
  • Efficient Data Mapping
    RPA can simplify this complex task by automating data mapping processes. Bots map data fields, transforming and transferring information seamlessly between various applications. 
  • Real-time Data Transfer
    Traditional data transfer methods often have delays. RPA facilitates real-time data transfer between various systems, enabling businesses to access the latest information quicker. This is particularly valuable in scenarios where up-to-the-minute data and information is critical. RPA also allows you to trigger these transfers at a time suitable so that it is not interruption to your business operations. 
  • Cross-platform Integration
    Companies often use diverse software platforms and RPA bridges this gap by facilitating cross-platform integration. RPA serves as your inhouse IPaaS Solution when transferring data between on-premises and cloud systems or different software applications. RPA ensures compatibility across the platforms, along with its built-in cyber protocols to ensure data integrity & security is maintained.
  • Secure Data Handling
    Encryption, access controls, and secure transfer protocols is seamlessly integrated into RPA Software to service the data transfer process, ensuring that sensitive information is transferred securely.
  • Automated Data Synchronisation
    RPA is able to simplify data uniformity and consistency by automating the synchronisation of data across multiple systems. Software Robots (‘Task-Bots’) efficiently handle the transfer of data, ensuring that information is maintained consistently and can be updated in real-time.
  • Error Handling and Reporting
    In the event of potential data transfer errors, RPA bots are equipped to handle exceptions, issue alerts, and generate detailed error reports. This proactive approach enables businesses of all sizes to identify and resolve issues quickly.
  • Workflow Automation
    RPA not only transfers data but also automates the entire workflow associated with data integration. This includes triggering actions, updating records, and initiating follow-up processes based on the integrated data, enhancing overall operational efficiency.
  • Cost-effectiveness
    Traditional methods of data integration can be resource intensive. RPA offers a more cost-effective solution by automating repetitive data integration tasks. This reduces operational costs and allows skilled resources to focus on more strategic initiatives.
  • Scalability
    As business needs evolve, so do data integration requirements. RPA provides scalability by allowing businesses to scale up (or down) their data integration processes based on demand. This flexibility ensures that integration solutions align with corporate growth.

Case Studies of RPA implementation 
Discover how companies across different sectors have experienced the power of Robotic Process Automation to overcome complex challenges and enhance efficiency. From optimising healthcare operations to ensuring compliance and seamless data management in financial institutions, these case studies highlight the transformative impact of RPA technology.

Case Study 1: Streamlining Healthcare Operations with RPA Automation
A large medical centre faced challenges in managing data integration and transfer among critical applications for staffing and patient care. Previous attempts to integrate the data streams failed due to compatibility, security and monitoring issues. They turned to Fortra’s Automate, an RPA solution, which acted as a central orchestrator, automating thousands of file and data transfers between the applications. Its flexibility allowed for easy modifications and development of complex automation tasks. With over 80 automation tasks deployed, the medical centre experienced significant cost savings and improved operational efficiency, ensuring optimal staffing levels and better patient care. With 2,700 users benefiting from optimal staffing, they achieved cost savings of $150,000 annually, showcasing an ROI of 650%. Read more about this case study here: Robotic Process Automation in Healthcare

Case Study 2: Enhancing Efficiency and Compliance in Financial Institutions through RPA
A large Credit Union, tasked with managing over 500 file transfers weekly while adhering to compliance standards, transitioned from various solutions to a new system. This shift was prompted by the necessity for scalability and improved automation to streamline operations and ensure data security. RPA not only automated manual tasks, leading to significant time and resource savings, but also offered advanced features like database integration and secure email transfer. Through the implementation, the credit union further bolstered compliance, ensuring the secure transmission of sensitive data. The implementation resulted in substantial time and cost savings, streamlining transfer processes and enhancing overall efficiency. Read more about this case study here: Data Transfer with RPA

Case Study 3: Transforming Credit Union Operations with RPA Integration
Another Credit Union addressed data transfer and integration challenges through RPA automation. Facing substantial growth and manual processing burdens, they implemented Automate, an RPA solution, to streamline back-office operations. Automate facilitated nightly data processing, including SQL Server backups, reducing manual workload and ensuring accuracy. Furthermore, Automate’s flexibility enabled automation of various tasks across the Credit Union, improving efficiency and enhancing member satisfaction. Overall, Automate resolved data transfer and integration issues, optimizing operations and ensuring seamless processing. Read more about this case study here: Data Transfer and Integration with RPA

In summary, RPA can significantly transform the landscape of Data Integration and Transfer, offering a strategic advantage to businesses and organisations aiming for seamless connectivity between systems.

To explore how RPA can enhance your practices of Data Integration and Data Transfer, kindly provide your details in the fields below. Our experts are committed to assisting you in leveraging RPA for optimal outcomes in managing and transferring your data efficiently.