RPA Process Identification and Efforts Estimation

There are all kinds of compliance requirements out there, so you're posing a pretty broad question, but generally speaking, security compliance requirements are going to involve continuous monitoring, access management, encryption, endpoint and network security, and patch management. It's going to come down to a log management solution, many of which provide reports that help you prove compliance. But because compliance usually has governance requirements, meaning that upper management is aware of risk issues and can provide proper direction, your log management solution needs to be able to present the technical details in a way that is meaningful to potentially non-technical people. So it's important to vet the solutions well, so that you know they work for your environment and your C-suite. There are also compliance consultants who can bring expertise to the table. And if you're not sure where to begin, consider implementing a risk assessment so that you know what areas are most applicable to your business.

There are a number of options to get these kinds of documents scanned and categorized. Among them are use of stand-alone OCR technology (Tesseract or Google Cloud Vision, for example) or implementing an RPA tool with bots to handle the process. Either can be done in-house or, if you don't have the time/resources/expertise among your staff, by a consultant. The route you take will depend on things like budget (of course), volume of documents, how fast and how often you need the work done, and the availability of your staff to do or oversee the process. Either track will require a learning curve, both require some knowledge and training, and standalone OCR will likely require notably more coding expertise. In either case the starting point is to gather examples of all the docs you are going to need scanned and determine how they should be categorized and whether there is any data within them you need categorized. Next, whether you go with standalone OCR or RPA bots, the tools are going to have to be trained to recognize the text in docs and, in the case of RPA, to know what to do with it. OCR can identify text within an image, and convert it to machine-readable text and then you'll need a system to categorize it. RPA can do both. The last stage is evaluating the accuracy of the scans and the classification process and, often, adjusting the process to increase accuracy before it is validated as "working". Even then, you will want to monitor the results.