Analysis of Key Success Factors for Digital Transformation in Implementing Robotic Process Automation (RPA) at General Insurance Company PT.X
Downloads
- X is a general insurance company, has been implementing digital transformation in recent years by emphasizing three aspects: business processes, human resources, and governance and risk management. One of the strategic steps taken is the implementation of Robotic Process Automation (RPA) in business processes, especially in underwriting automation, in order to improve operational efficiency, expand market reach, and provide optimal service to customers. This study aims to identify key factors for the success of RPA implementation at PT. X. The research method used is qualitative, including interviews, observations, and data collection from stakeholders involved in the RPA project, such as strategic planners, managers, and end users. The theoretical framework used refers to the key factors for the success of RPA according to Schelgel et al. (2024), which are divided into three categories: human factors, organizational factors, and technical factors. The results of the study indicate that the success of RPA implementation at PT. X is influenced by several aspects, including: Human Factors (leadership and management support, engagement and communication, employee understanding and training, and change management), Organizational Factors (RPA strategy and vision, implementation scale and strategy, governance and organizational structure, risk management, process selection and prioritization, and process documentation), and Technical Factors (data and information security, infrastructure and technology readiness, system maintenance and development, and proof of concept). This study contributes to the understanding of RPA implementation by offering insights into the challenges and risks faced by companies or general insurance in carrying out digital transformation. The findings obtained can be used as a reference for other organizations that want to adopt RPA to improve operational efficiency and drive innovation.
Downloads
1. Alharthi, A., Krotov, V., & Bowman, M. (2017). Addressing barriers to big data. Business Horizons, 60(3), 285-292. doi:10.1016/j.bushor.2017.01.002
2. Burnes, B. (2020). The origins of Lewin's three-step model of change. The Journal of Applied Behavioral Science, 56(1), 32–59.
3. Crisan, E. L., Chis, D. M., Bodea, E. E., & Buchmann, R. (2023). Mechanisms for robotic process automation implementation in organizations: A systematic literature review. Journal of Advances in Management Research, 20(5), 920–946. https://doi.org/10.1108/JAMR-04-2023-0100
4. Czarnecki, C. dan Auth, G. (2018), "Prozessdigitalisierung durch automatisasi proses robotik", dalam Digitalisierung in Unternehmen: Von den theoretischen Ans€atzen zur praktischen Umsetzung, Springer Vieweg, Wiesbaden, Vol. 1, pp. 113-131, doi: 10.1007/978-3-658-22773-9_7
5. David, F. R., & David, F. R. (2017). Strategic management: concepts and cases: A competitive advantage approach. Pearson.
6. Danusaputro, A., Tricahyono, D., & Sutjipto, M. R. (2024). The Success of Digital Transformation through Cloud: Revolutionary Innovation at PT Telekomunikasi Selular Indonesia A R T I C L E I N F O. International Journal of Social Science and Business, 8(1), 10–26. https://doi.org/10.23887/ijssb.v8i1.73593
7. Ghose, A., Mahala, G., Pulawski, S. dan Dam, H. (2021), "Masa depan otomatisasi proses robotik (RPA)", dalam Lecture Notes in Computer Science (Termasuk Subseries Lecture Notes in Artificial Intelligence dan Lecture Notes in Bioinformatics), hal. 273-280, 12632 LNCS, doi: 10.1007/978-3- 030-76352-7_28
8. Hallikainen, P., Bekkhus, R., & Pan, S. L. (2018). How OpusCapita used internal RPA capabilities to offer services to clients. MIS Quarterly Executive, 17(1).
9. Hartley, J., & Sawaya, W. (2019). Tortoise, not the hare: Digital transformation of supply chain business processes. Business Horizons, 62. https://doi.org/10.1016/j.bushor.2019.07.006
10. Hutami, K. P., Pasaribu, R. D., & Sutjipto, M. R. (2022). Technology readiness & acceptance model and digital transformation strategy of Ciparay traditional market village: 1–4.
11. Januszewski, A., Kujawski, J., & Buchalska-Sugajska, N. (2021). Benefits of and obstacles to RPA implementation in accounting firms. Procedia Computer Science, 192, 4672–4680.
12. Moeller, Robert. R. 2016. Brink's modern internal auditing: a common body of knowledge. Eight Edition. United States of America: John Wiley & Sons, Inc., Hoboken, New Jersey.
13. Morakanyane, R., Audrey, G., & Phillip, O. (2017). Conceptualizing digital transformation in business organizations: A systematic review of literature. http://dx.doi.org/10.18690/978-961-286-043-1.30
14. Mu'thi, S., & Noviaristanti, S. (2023). Overcoming Digitalization Barriers: An Analysis of Implementing Fleet Management System in a Coal Mining Service Company. Journal of Contemporary Research in Business and Management, 1(1), 43-53.
15. Nasiri, M., Ukko, J., Saunila, M., & Rantala, T. (2020). Managing the digital supply chain: The role of smart technologies. Technovation, 96–97. https://doi.org/10.1016/j.technovation.2020.102121
16. Osman, C.-C. (2019). Robotic process automation: Lessons learned from case studies. Informatica Economica, 23(4), https://doi.org/10.12948/issn14531305/23.4.2019.06
17. Patri, P. (2020), "Robotic process automation: challenges and solutions for the banking sector", International Journal of Management, Vol. 11 No. 12, pp. 322-333, doi: 10.34218/ijm.11.12.2020.031.
18. Putra, A. P. C., & Pasaribu, R. D. (2023). Study of User Growth in Cellular Network Service Industry on Lombok Island, Indonesia. In Proceedings of the 8th North American International Conference on Industrial Engineering and Operations Management.
19. Reis, João & Amorim, Marlene & Melao, Nuno & Cohen, Yuval & Rodrigues, Mário. (2020). Digitalization: A Literature Review and Research Agenda. http://dx.doi.org/10.1007/978-3-030-43616-2_47
20. Schlegel, D., Rosenberg, B., Fundanovic, O., & Kraus, P. (2024). How to conduct successful business process automation projects? An analysis of key factors in the context of robotic process automation. Business Process Management Journal, 30(8), 99–119. https://doi.org/10.1108/BPMJ-06-2023-0465
21. Sukmadiansyah, R., & Noviaristanti, S. (2022). Digital Readiness Analysis in Bandung Government for Smart City Implementation. International Journal of Management, Finance and Accounting, 3(1), 22-37.
22. Sutjipto, M. R. (2019). Pengaruh Hubungan Organisasi Dan Strategi Bersaing Terhadap Kinerja Perusahaan Perdagangan Besar Bisnis Layanan Jaringan Di Indonesia. Dalam Jurnal Pendidikan Kewirausahaan (Vol. 22, Edisi 3).
23. Ubert, D. and Alcala, F. (2020), "How to find success on a process automation building project", Consulting-Specifying Engineer, Vol. 57 No. 3, pp. 14-19.
24. Verhoef, P. C., Broekhuizen, T., Bart, Y., Bhattacharya, A., Dong, J. Q., Fabian, N., & Haenlein, M. (2021). Digital transformation: A multidisciplinary reflection and research agenda. Journal of Business Research, 122, 889–901. https://doi.org/10.1016/j.jbusres.2019.09.022
25. Vial, G. (2019). Understanding digital transformation: A review and research agenda. The Journal of Strategic Information Systems, 28(2), 118–144.
Copyright (c) 2025 Roni Daniel Butarbutar, Mohammad Riza Sutjipto

This work is licensed under a Creative Commons Attribution 4.0 International License.