12-25-2025, 09:14 AM
I'm an operations manager at a mid-sized insurance brokerage, and we're evaluating Robotic Process Automation to handle repetitive data entry from PDF applications into our CRM. The volume is high and error-prone when done manually. For other teams who have implemented RPA, what was your selection process for choosing a platform, and how did you identify the best initial processes to automate for a quick win? I'm particularly concerned about change management with our administrative staff and ensuring the bots are maintainable long-term. What were the biggest unexpected costs or technical hurdles you faced during implementation?