Download - [Webinar Slides] Robotic Process Automation 101 What is it? What can it mean for your organization?
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#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt.
WebinarTitle
PresentedDATE
Robo(cProcessAutoma(on101:Whatisit?Whatcanitmeanforyourorganiza(on?
AnAIIMWebinarpresentedNovember15,2017
Underwri(enby: Presentedby:
ChrisSurdakPresident
Surdak&Co.
StuLeibowitzProductManager
IBM
Host:TheresaResek,CIPDirectorAIIM
Today’sSpeakers
Underwri(enby: Presentedby:
ChrisSurdak
President
Surdak&Co.
IntroducingourFeaturedSpeaker
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TheBeginningoftheEnd?
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Robots:NothingNew…
Military:Dirty,Dull,andDangerous
Business:RepeOOve,Redundant,andRisky
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RPA:Whatisit?SoQwaretechnologythatcaptures,interpretsandreplicatestheacOonsofhumans.Supportsorsupplantshumanemployeesin:
• processingtransacOons• manipula(ngdata• triggeringresponsesand• communica(ngwithothersystems
ValuabletoorganizaOonsthatusepeopleforknowledgeprocessworkthatis:
• High-volume• RepeOOve• TransacOonal• Time-SensiOve• Error-Prone
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RPA:Howtouseit?
RolesthatareidealforRPAinvolvetasksthatare:§ Repe((ve:Frequent,consistententryor
execuOonofaseriesofwell-definedsteps
§ Synchronizing:ReplicaOngdatabetweensystemsorprocesses
§ Supervisory:Checkingtheworkofotheremployeesorsystemsagainstasetofrules
§ Mul(-PlaUorm:CoordinaOngdataentryorprocessingbetweenmulOplechannelsorsystems
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RPA:Challenges
§ Cost:Up-frontcostscanbehigh,complicaOngtradiOonalROIcalculaOons
§ Complexity:MosttasksthataresOllmanualhaveeludedautomaOonforalongOme
§ Compliance:Cana‘robot’replaceorsupplanthumansforregulatedprocesses?
WithdeepautomaOon,whichemployeesdoyoukeep,whatistheirrole,andhowaretheymeasured?
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RPAatitsInflec(onPoint
RPAhasmovedfrom“Peak”to“Trough”atastunningpace
RPA
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Tradi(onalAutoma(onvs.RPA
RequirementsDefiniOon(AsIs)
SoluOonDesign(ToBe)
• ChangetheSystems• APIs&DBIntegraOon• ChangetheProcesses
• WeeksandMonths• HighInvestment• CostlytoChange
RequirementsDefiniOon(AsIs)
• TrainRobotsusingRPADashboard• RobotsInterfacesatUILayer• NoChangetoSystemsorProcesses
• DaysandWeeks• LowInvestment• EasytoChange
TradiOonalAutomaOon–NeworModifiedSystems
RPA–VirtualWorkers
Disrup(ve§ Systemchanges
§ 6–36MonthdeliveryOme
§ Largeinvestment
§ Retraining§ Highrisk§ Processchanges§ MassivetesOng
Non-Disrup(ve§ Nosystemchanges
§ 6–12weeksdelivery
§ Smallinvestment
§ Noretraining§ Limitedrisk
§ Noprocesschanges§ ComparaOvetesOng
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RPA:TechnicalChallenges
BotType Value Idealfor
IQBots ThinkandActLikeaRobot CogniOveCompuOng,FuzzyLogic,NLP,C-OCR
SmartBots ThinkLikeaHuman,ActLikeaRobot
ComplexIntegraOons,Cross-Plagorm,Cross-Process
MimicBots ActlikeaHuman Simple,RepeOOveTasks,Front-EndAutomaOon
Notallbotsarecreatedequal,usetherighttoolforthejob
Gas-freehybrid?
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RPA:Opera(onalChallenges
§ Ifyoufixacurrentprocessbo(leneck,wherewillthenextbo(leneckarise?
§ AreyoupreparedtorealignyourstafffromperfecOngtheiroutput(SixSigma,Lean,etc.)torespondingbrilliantlyandquicklytoexcepOons?
§ Ifyouhaven’talreadyautomatedthesestepsaierdecadesoftrying,whatwillbedifferentthisOme?HowwillRPAbedifferent?
§ WhatnewmetricswillRPAcontributeto,versusthelegacyapproach?
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RPA:GovernanceChallenges
§ WillyougovernRPAbyscalingUP(bureaucracy,processesandrules)orbyscalingOUT(mobility,socialmediaandanalyOcs)?WhichCOEareyoumaking?
§ Doyouuserobotstodothework,superviseandcheckthework,orboth?
§ WhatnewmetricswillRPAcontributeto,versuslegacymetrics?
§ WhatwillbethenewdefiniOonofperformanceasRPAchangesyourbusinessprocessesandoutcomes?
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RPA:SponsorshipChallenges
§ IfRPAsucceeds,who‘wins’andwho‘loses’?
§ HowdoyougainsponsorshipfromtheseotherparOes,especiallythosewhomayloseifRPAisasuccess?
§ HowmightnewmetricsandrewardscapturethesupportoftheseotherparOes?
§ HowdoyouqualifyandquanOfytherisksofNOTimplemenOngRPA?
So What?
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HowDoYouMeasureValue?
ReturnonInvestment:Whatisthehard-costsavings?ReturnonTime: Howmuchfastercanbusinessresultsbedelivered?ReturnonQuality: Whatisthevalueofimprovingquality?ReturnonA_en(on: Whatelsecanyourhumanemployeesfocuson?
ROIisimportant,butinsufficient
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ReachOut!
ChrisSurdakSurdak&Cowww.linkedin.com/in/csurdaksurdak.com@CSurdak
Underwri(enby: Presentedby:
StuLeibowitz
ProductManager
IBM
IntroducingourSpeaker
Underwri(enby: Presentedby:20
Fastest way to build and maintain bespoke, extensible, process automation solutions
Automation Anywhere RPA ‘digital workers’ complement IBM BPM human tasks and IBM ODM automated decisions
• Customers running over 10M concurrent process tasks, 5M business rules, 2K apps
• Comprehensive security, governance and auditability
• 900+ trained Business Partners
• Annually rated as Enterprise Software Leader by Gartner and Forrester
• Customers with over 1,500 bots in production
• Comprehensive security; complete audit trail
• 25+ trained Business Partners
• Rated as a Leader by Forrester and Everest Group
IBMandAutoma(onAnywherePartnership
Right brain Cognition based
Left brain Rules based
Eyes Data capture
Central nervous system Coordination & orchestration
Hands Software robots
Our mission is to extend humans with digital labor to enable businesses to scale
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Digital Labor automates repetitive tasks and can be enhanced with orchestration, decisions, cognitive services and capture
Decisions
BusinessProcessManagement
Mod
eling
AnalyOcs
KnowledgeWorkersandManagers
Decisions Cogni(veTasksCapture
Experience&Exper(se
Coordina(onandOrchestra(on
Eyes Hands LeQBrain
RightBrain
CentralNervousSystem
Datacap RPA ODM WatsonServices
DigitalLaborAutomatesRepe((veTasksandCanbeEnhancedwithOrchestra(on,Decisions,Cogni(veServices,andCapture
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Automateddecisionsforcompliancescenarioswhereac4onsmatchregulatorymandatesEncapsula4ngcomplexcalcula4onssuchaspricing,salescompensa4on,sotheyarereusablebyrobots
Coordina4onacrossrepe44veworkandknowledgeworkcrea4ngfullcustomerjourneysRampingcapacitytomanagevariabledemandforend-to-endprocesses
Robots+Coordina(onandOrchestra(on
Robots+DecisionRules Robots+DataCapture
End-to-endprocessorchestraOon
Makebotssmarterwithagiledecisions
Understand&learn:makebotsmoreproducOve
Extrac4onandac4ononinforma4onfromunstructuredcontentDataentryandvalida4onscenariosacrosssystems
DigitalLaborEnablesBusinessestoRemixtheDistribu(onofWork
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RPAOCRCapabili(esAreVeryBasic
§ OCRCommandusedtocapturetextfromlivewindowsorfiles
§ ExtractTexttovariables
IntelligentCapture:§ Feedsdatatorobotsfrom
non-digitalchannelslikemail,fax,email,andmobilecapture
§ DigiOzesandextractsdataforusebythebots
§ IdenOfieserrorsbeforetheygettothebots,minimizingexcepOons
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Datacapefficientlycaptures,accesses,analyzescriOcaltransacOonalbusinesscontent,producingtheaccurate,structureddatathatrobotsneedtooperateconOnuouslyandefficiently.• Feedsdatatorobotsfromnon-digitalchannelslikemail,fax,emailandmobilecapture• DigiOzesandextractsdatawithcogniOvecapture• IdenOfieserrorsbeforetheygettothebots,minimizingexcepOons
HowDoesCaptureWorkinConcertwithRPA?
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5. Immediate response via email
4. Within constraints, issue a credit
2. Cognitive Capture
Sentby RobertHansonEmail [email protected]# 3405890ComplaintType DisputeDisputedAmount 10.00Sen(ment NEGATIVETone ANGRY
3. Structured Data – Name/Value Pairs
6. Record customer event
$$$RPA
CorrespondenceExample
1. Customer complaint letter
Underwri(enby: Presentedby:
ANZBank:AutomaOngBackOfficeTasks
“Wefocusedontryingtoautomatesimplethingsanddothemquickly.TheRoIpaybackismuchfasterandithelpsusacceleratethetransformaHonofhowpeoplethink.”–SimenMunter
Underwri(enby: Presentedby:
BostonScien(fic:AutomatedBillingwith
robots
Invoiceprepara(on
Pre-registra(onformprocessing
Transmissionsummaryprocessing
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Accelerate time to value
Create, test and
deliver new automations in days
or weeks
Reduce human error
Eliminate copy/paste mistakes introduced
by swivel chair integration
Increase throughput
Fulfill automated
tasks in seconds or minutes, round the
clock
Decrease development costs
Develop automations
quickly with simple record/playback
functions
KeyBenefitsofRobo(cProcessAutoma(on
Underwri(enby: Presentedby:
NextSteps
ibm.biz/robo(c-process-automa(on
Underwri(enby: Presentedby:
Takeyourskillstothenextlevelbylearninghowtomap,design,andautomateoperaOonalprocessesusingacombinaOonofstrategies,changemanagement,andtechnologieswithAIIM’sBusinessProcessManagementtrainingcourse.
Underwri(enby: Presentedby:
#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt.YourDigitalTransforma(onbeginswith
IntelligentInforma(onManagement