Technology & People Working In Excellence

LEAN and Robotic Process Automation implementation

We get you where you want to be

Our mission is to support your digital transformation, by eliminating non-value-add tasks and automating mundane repetitive activities in your organisation, thus freeing up your people to focus on value-add and customer-facing activities.

We achieve this through a partnership approach, delivering advisory and training services in Operational Excellence and Robotic Process Automation, to build your capability and enable you achieve more successful outcomes’

LEAN and RPA experts - About Us

Operational Excellence Approach: Lean Robotics engages your workforce to unlock the full potential of your organisations talent, processes and technology to deliver sustainable results through fit for purpose solutions.

TJ Scally, LEAN and RPA Expert

TJ is a Business Consultant and Master Black Belt with over 20 years experience primarily within the Financial Services Industry. His primary focus areas are Operational Excellence, Leading Transformation Programmes, Risk and Operating Model Design, Team Leadership, LEAN Six Sigma, Intelligent Automation, M&A, Strategy and Programme Management. He has worked with FS clients across Europe, Asia, North and South America.

Paul Duffy, LEAN and RPA Expert

Lead RPA Solutions Designer with 18 years' engineering and technology industry experience. Background includes IC (microchip) Design Engineering, Programming, Automation, AI and Product Development. Highly experienced Automation Developer and is Advanced Certified in UiPath RPA. Exemplary educational qualifications includes a BEng (Hons) in Electronic Engineering. Skills in process engineering, redesign, change management and implementing Lean principles in Automations.

Advisory Service Offerings, LEAN and RPA in London and Ireland

Intelligent Automation using LEAN and RPA

  • Digital Strategy and Transformation
  • RPA Opportunity Identification and Prioritisation
  • Designing and Creating an RPA Centre of Excellence
  • RPA Business Case Creation and Return on Investment
  • RPA Software Selection and Coding/Development
  • Health Check of your current RPA Programme
  • Future Technologies e.g. Artificial Intelligence
  • Training – RPA Sponsor, Business Analyst and Developer

Operational Excellence using LEAN and RPA

  • End-to-end Customer Journey Design and Mapping
  • Process Transformation - waste Identification and Elimination
  • Process Documentation and Process Library Creation
  • Value Stream Mapping, Visual Management, Kaizen ...
  • LEAN Maturity Assessment
  • Productivity Improvement / Capacity Creation
  • Support with Statistical Analysis, JMP or Minitab
  • Training and Coaching – Yellow Belt to Master Black Belt

Industries suitable for LEAN and RPA transformation:

We work with clients across all industry sectors, including Financial Services, Health, Technology, Retail, Recruitment, Utilities ....

Functions suitable for LEAN and RPA transformation:

Typically we find significant benefits in Operations, Finance, Risk, Technology, HR and Marketing functions across all organisations

Use Cases for LEAN and RPA solutions:

Sample RPA use-cases include Accounts Payable, Payments, Reconciliations, Time and Attendance, Account Opening, Data Migration ...

Client Success Stories

How Accountant Online used Lean to create more capacity within their operations and scale up efficiently

31% Reduction in time taken to process a set of accounts
16% More time freed up to focus on customer interactions
26 days Faster to prepare accounts from start to finish
96% Reduction in time to process VAT and Bookkeeping
5 Lean Projects undertaken so far
Through training and coaching, LEAN Robotics have developed Process Improvement skills within our employees, so we are better equipped to identify and solve our own process improvement opportunities in the future – Rose Kervick, Director, Accountant Online

How BDO Ireland is learning to be self sufficient in RPA to lower its costs to clients

80% Reduction in processing time
6 Internal developers trained on UiPath
5 Automations built in first six months
Lean Robotics’ massive amount of skill and experience really shines through, not only through the training, but also their expertise in combining Lean Six Sigma with RPA and working tirelessly to provide us with expert guidance and advice – Adrian Mullins, Innovation Manager, BDO Ireland

How AFerry used RPA to create up to 50% more capacity in their Finance Department

50+% Reduction in processing time
2 FTE Capacity creation
40-50% Of time freed up to focus on value-add activities
7 weeks From requirements capture to RPA bot implementation
6-12 mon To payback costs
The way Lean Robotics configured the bot to make it simple was very smart and enlightening – it enabled us to get up and running quickly and easily add new operators onto it ourselves – this was exactly what I asked for – Sam Fletcher, CFO, AFerry

LEAN and Robotics Use Cases

monetization_onFinancial Services

Audit Reports

Use RPA to identify, source and collate all data elements from multiple systems and prepare into a standard format to support annual Audit Requests. This automation can significantly reduce repetitive non-value add activities

Credit Card Fraud Chargebacks

Make automated redress payments to customers in line with PSD2 rules

Sanctions Screening

Reduce the risk of releasing a payment which should have been held. Manual checks are prone to error and replacing manual checking with automated checking significantly reduces risk for the bank


More ...

Automate the Foreign Currency payments process by migrating customers to Digital Forms thus creating structured data input. Where this isn’t possible, using OCR to convert unstructured data to structured. Then use RPA to validate the payment quality, key into appropriate payments platform and automate the confirmation process

Financial Reporting

Streamline your month end financial reports with speed and 100% accuracy

Customer Records Management

Maintain your customer records consistently across all your systems. With your data automated and synchronized across systems, you can put your focus on your customers wellbeing

Customer Onboarding

Simplify your customer onboarding process including Know your Customer, Credit Checks or Data transfer

Account Opening/Switching/Closing

Use Digitisation to create structured data input and use RPA to key appropriate information into core banking platform and supporting systems. This can significantly reduce the turnaround time for new account opening and deliver a superior customer experience

Annual Renewals

Automate and streamline your annual renewals cycle

Claims Verification

Automate the checking and approval of your incoming customer claims and automate customer communication


Legacy System Enablement

Use your legacy systems efficiently by automating interactions and improving accuracy so you can focus on your customers

Debt Recovery

Collect missed taxes and fees from your citizens. Virtual workers do the chasing when a payment is missed — giving you confidence your debts are retrieved

Application for Services

Automate how new services are applied for and activated on behalf of the customer

Compliance and Audit Requirements

Consistently deliver compliant and accurate reporting and audit requirements while keeping costs low


Policy Administration

Let your staff put your customer care first, while your policies are administered by intelligent automation

Claims Management

Accurately process claims by intelligently automating the referencing of policy entitlement, rules based resolution or approval escalations

Fraud Prevention

Automate analysis of your fraud and data checks for unusual behaviour so you can protect your customers

Expenses Management

Use Digital and RPA to develop an automated end to end process to for your employees and customers to submit expenses saving significant time and reducing errors for those involved

wb_incandescentEnergy & Utilities


Compile, manage and process capacity metering and reporting accurately and instantly

Billing and Settlements

Manage your customers in a fair and consistent way by automating payment requests, processing and correcting overcharges

Compliance and Reporting

Consistently deliver compliant and accurate reporting while keeping costs low

Marketing Campaigns

Analyse customer insights, generate marketing lists and deliver sales material direct to your customers

Customer Queries

Respond to customer queries using Natural Language processing (NLP) thus significantly improving your speed of response and removing non value add activities


The Lean Six Sigma Pocket Toolbook
Measure What Matters: OKRs: The Simple Idea that Drives 10x Growth
The Green Belt Memory Jogger
Human + Machine: Reimagining Work in the Age of AI
INTELLIGENT AUTOMATION: Learn how to harness Artificial Intelligence to boost business and make our world more human
Digital Human: The Fourth Revolution of Humanity Includes Everyone

LEAN and RPA Training

This is our classroom-based Training Course schedule for the next 3 months. Please drop us an email to if you are interested in attending.

Click any of the course titles to read the learning objectives. We are proud to be an approved partner of both UiPath and Automation Anywhere.

‘Paul & TJ's knowledge on the subject matter presented is second to none’
‘Excellent content and presentation skills with engaging insights. This was an excellent course that really helped with my knowledge in this area’
‘If you are about to commence an RPA journey, having attended the RPA Business Analyst Course in August of last year, I would highly recommend the RPA training courses offered by LEAN Robotics.’
‘I got a good understanding of the RPA concepts. The training was conversational and very engaging’

Course details

RPA Introductory and Sponsor Training

Target Audience

RPA Introductory and Sponsor Training

Learning Objectives / Course Outline

  • The Digital Workforce provides the competitive edge – background to RPA
  • Protecting your investment – alignment of RPA with other transformation and change levers
  • Business and IT considerations (front and back office)
  • Typical applications of RPA and sample case studies
  • How to design, create and build an RPA Centre of Excellence
  • Typical roles within an RPA Centre of Excellence
  • Understanding common challenges with RPA and how to avoid them
  • Overview of the Top 3 RPA software products – UiPath, Automation Anywhere and Blue Prism
  • The Future of Intelligent Automation – iOCR, ML and IA

Course availability

Sorry, we have not published any dates for this course at present. Please contact us

RPA Business Analyst Training

Target Audience

RPA Business Analyst Training

Learning Objectives / Course Outline

  • General understanding of Robotic Process Automation
  • Selecting the appropriate lever – alignment of RPA with other transformation and change levers
  • Organisation – BA’s role in the end-end solution design, build, test and deploy
  • Framework for selecting and prioritising processes and tasks for automation
  • Designing an RPA Business Case
  • Mapping an RPA candidate process (Value Stream Mapping overview)
  • Completing Initial Process Assessment (IPA) and Process Design Documents (PDD)
  • Understanding Attended versus Unattended Robotics

Course availability

Sorry, we have not published any dates for this course at present. Please contact us

UiPath Build your first Bot – Developer Training

Target Audience

UiPath Build your first Bot – Developer Training

Learning Objectives / Course Outline

  • Understand the components of UiPath software – Process Studio, Orchestrator, Bots
  • Outline of the technical architecture
  • Building an automation solution – coding of tasks and processes
  • Building automations for everyday challenges
  • Testing and debugging of RPA solutions
  • Considerations for moving solution into production environment
  • Managing change control and control room functionality
  • Understand security and privacy approaches and considerations

Course availability

Sorry, we have not published any dates for this course at present. Please contact us

LEAN for Services

Target Audience

LEAN for Services

Learning Objectives / Course Outline

  • Details coming soon

Course availability

Sorry, we have not published any dates for this course at present. Please contact us

LEAN Bootcamp

Target Audience

LEAN Bootcamp

Learning Objectives / Course Outline

  • Details coming soon

Course availability

Sorry, we have not published any dates for this course at present. Please contact us

Introduction to Artificial Intelligence (AI)

Target Audience

Introduction to Artificial Intelligence (AI)

Learning Objectives / Course Outline

  • Details coming soon

Course availability

Sorry, we have not published any dates for this course at present. Please contact us