Appendix C: Glossary
AI (artificial
intelligence
): Involves computers that are capable of learning from experience. This is generally done by processing data with sophisticated algorithms. AI is a broad category that involves subsets like machine learning, deep learning, and natural language processing (NLP).
API (application programming
interface
): This is software that connects two applications. It is actually a more complex form of automation vs. RPA because it requires the assistance of developers.
Assisted RPA (or attended RPA): This involves automation of processes that still require human collaboration. This is the first generation of RPA technology.
Autonomous RPA
: This is essentially a blend of attended and unattended RPA.
Big Data
: Technology that allows for processing enormous amounts of data. Data is often described as having the three V’s: volume, variety, and velocity.
Black box testing
: This is a form of testing software where the tester does not know the internal code but instead looks at the input and output to see if there are any problems.
Boolean
: This is a data type that is either true or false.
Bot
: This is at the heart of an RPA system. A bot automates a set of instructions, such as moving data and pressing buttons on an app.
Bot Store
: This is a marketplace, similar to iTunes or Google Play, where you can download bots into your platform.
Breakpoint
: This is used for debugging code. That is, there is a termination of the program at certain points allowing for the coder to see what is happening.
Business analyst
: This person manages the duties between the company’s SMEs (subject matter experts), RPA supervisors, and developers.
Business continuity plan
: This is a document that sets forth the goals and actions to be taken when things go wrong with a bot or an RPA implementation.
Business process management (BPM)
: This type of software has been around since the 1980s. Generally, it is much more comprehensive than RPA. Although, because of this, the implementation of BPM can be more costly and time-consuming. The technology also requires much effort from an organization to maintain.
Business process outsourcing (BPO)
: This is an organization that manages outsourced services, such as for back-office operations.
Categorical data
: Data that lacks numerical meaning but instead has textual meaning, say, with describing race or gender.
Center of excellence (CoE): This is a group of people who implement, deploy, and manage an RPA system. It can be small (say, a few people) and may involve persons outside of the company, such as consultants.
Chatbot: AI software that allows for the communication with people. Examples include Siri, Alexa, and Cortana.
Cloud: This is where you can store and manage data and applications from the Internet, which is known as the public cloud. But there is also the private cloud (where access to the servers are restricted for security purposes) and the hybrid cloud (a combination between private and public clouds).
CoE: See Center of excellence.
Cognitive RPA: This is where AI is used with RPA technologies. One of the common approaches is NLP, which interprets voice commands and written content. By using this type of technology, the RPA system will learn over time (such as how to understand invoices and other business documents).
CRISP-DM Process: Developed by academics, consultants, and experts, this is a 7-step process for managing data in a project.
Customer relationship management (CRM) software
: This helps to manage a company’s relationships and interactions with contacts, leads, and customers.
Database: Software that allows for storing and retrieving information, which is critical for any type of application.
Data type
: The kind of variable used in a programming language, such as a Boolean, integer, string, or floating point number. Note that data types are often used in building bots.
Deep learning
: This is a subset of AI that involves the use of sophisticated neural networks. During the past decade, much of the innovation in the AI field has come from deep learning research.
Enterprise resource planning (ERP) software
: This helps to manage the core functions of a company, such as financials, human resources, and the supply chain.
ETL (extraction, transformation, and
load
): A kind of data integration that is typically used in a data warehouse.
Explainability: This is where you try to understand the underlying rationale of a deep learning model.
Flowchart: This is a visual representation of the steps in a process. This is also core to an RPA system. A flowchart may also be referred to as a sequence.
Gartner Hype Cycle
: A framework for describing the cycles of a new technology. It involves five stages: the technology trigger, peak of inflated expectations, trough of disillusionment, slope of enlightenment, and plateau of productivity.
GPUs (graphics processing
units
): These are semiconductors that are for high-speed video games because of the ability to process large amounts of data quickly. But GPUs have also proven to be adept at handling AI applications.
Grey box testing
: This is testing of software that includes both white box and black box testing. Essentially, it is a very comprehensive approach.
Hadoop
: Open source software that helps with managing Big Data, say, by making it possible to create sophisticated data warehouses.
Hidden layers: The different levels of analysis in a deep learning model.
Hybrid cloud
: This is when a company uses both a private and public cloud.
Integer: This is a data type that holds a number without decimal points.
Intelligent automation (IA)
: This is where AI is used to enhance an RPA platform.
Key recording: This is a standard feature in an RPA system, which captures a person’s keyboard/mouse movements. These are then embedded in a bot.
Lean: This is a process methodology whose origins go back to Toyota during the 1950s. The focus is on constantly finding ways to improve a system.
Lean Six Sigma
: Involves a combination of the two process methodologies. With lean, there is a focus on the elimination of waste and other inefficiencies and Six Sigma helps with data and statistics. A typical approach is to first use lean and then go to Six Sigma.
Log message
: This is a comment you can make within a step in an RPA process, which will show up in the orchestrator. Log messages can be very helpful with documenting and debugging.
Loop: A common structure in programming languages that allows for repeating a set of instructions until a condition is met.
Low code: Allows the development of software applications with little hand coding, which often means quicker development.
Macro: This is a series of steps or actions that are automated for a particular application, such as Excel. This is not really RPA, though. RPA instead is much more comprehensive in terms of what can be automated.
Machine learning: This is a subcategory of AI, which uses traditional statistical techniques to help with predictions and insights from processing data.
Metadata
: This is data about data – that is, descriptions. For example, a music file can have metadata like the size, length, date of upload, comments, genre, and artist.
Natural language processing (NLP): A subcategory of AI that involves the use of software to understand and manipulate language. Common uses of NLP include Siri and Alexa.
No code: Allows the for the development of software applications by using simple approaches like drag and drop.
Normal distribution: A plot of data that looks like a bell and the midpoint is the mean. A normal distribution (also known as a bell curve) has been shown to be common in nature, such as with weights and heights.
NoSQL system
: This is a next-generation database. The information is based on a document model in order to allow for more flexibility with analysis as well as the handling of structured and unstructured data.
OCR (optical character recognition): This is a document scanner that recognizes text, such as from images or even handwriting.
On-premise software
: Where a company installs and maintains its own technology within its data center, which allows for more control, security, and privacy. But it can be costly and difficult to customize. This is why more companies have been moving to the cloud.
Open source: This is software that is freely available. Anyone can enhance the code so long as they agree to provide this for everyone without a fee. Open source is also becoming more of a factor for RPA.
Orchestrator
: This is a platform that helps to manage the bots, such as with scheduling, tracking, and termination.
Private cloud
: This is a cloud system in which a company has its own data center.
Process mining
: Sophisticated software – which leverages Big Data and algorithms – to map, monitor, and improve company processes. This is becoming an increasingly important part of RPA implementations.
Public cloud
: This is when a company will store and maintain its software and databases on another cloud platform, such as Amazon Web services or Azure.
Python: A computer language that has become the standard in developing AI models.
Reinforcement learning
: This is a type of algorithm that is trained by rewarding accurate predictions and punishing for those that are not.
Relational database
: A database, whose roots go back to the 1970s, that creates relationships among tables of data and has a scripting language, called SQL. Relational databases are the most common within corporate environments.
Robotic process automation (RPA): A software platform that allows you to automate specific business tasks, such as moving data and making keyboard inputs. Often, this is done with applications like a CRM or ERP.
RPA champion
: This is the evangelist for the project. He or she will focus on such things as creating videos, workshops, and blog posts.
RPA developer
: This person designs, deploys, and monitors the bots.
RPA infrastructure engineer
: This person is responsible for managing the server installation.
RPA solution architect: This is someone who assists with the early stages of a project, such as with the design of the core technology foundation.
RPA sponsor: This is a person from the business side of the organization that provides support for the implementation.
RPA supervisor: This person manages the team players of the project.
Scope: This is the part of a program where a variable can be used.
Screen scraping: Involves the transferring of data from one application to another. This is one of the features of an RPA system.
Script: This is a set of programming instructions, such as for the creation of a bot.
Semi-structured data: This is a blend of structured and unstructured data, which usually includes internal tags for categorization.
Sequence: This is a visual of the different steps of a bot in an RPA process. It is usually from top to down and has different icons to note things like decisions and so on. A sequence may also be referred to as a flowchart.
Six Sigma
: This is a process methodology that was developed in the 1980s by Motorola. Six Sigma relies heavily on statistical techniques to help reduce defects in a system.
SME: See Subject matter expert.
Standard deviation: This measures the average distance from the mean, which gives a sense of the variation in the data.
Strong AI: This is true AI, in which a machine is able to engage in humanlike abilities like open-ended discussions. However, current technology is far from achieving this.
Structured data
: This is data that has a certain format (social security number, address, point of sale information) that can be stored in a relational database or spreadsheet.
Studio designer: This is the part of an RPA software platform where you can design bots. Often this involves light code and drag and drop.
Subject matter expert (SME): This is a person within an organization that has expertise with certain processes.
Supervised learning: This is a type of algorithm that analyzes labeled data. Supervised learning is the most common in AI.
Test data: After a model is created, you use this type of data to evaluate the results.
Training data: This is the data used for creating a model, such as for machine learning or deep learning.
Unassisted RPA (or unattended RPA): Where the software completely automates a process or task.
Unstructured data: This is data that is unformatted, such as images, videos, and audio files.
Unsupervised learning: This is a type of algorithm that uses unlabeled learning. This process often involves looking for clustering of the data.
Variable: This is a container that holds data that can be manipulated in computer code.
Virtual assistant
: An AI device that helps a person with his or her daily activities.
Weak AI
: This is where AI is used for a particular use case, such as with Amazon.com’s Alexa.
White box testing: This is testing of a software’s source code.