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Robotic Process Automation Industry Day September 3 rd , 2019 Realizing the Power of RPA to Transform Government

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Page 1: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Robotic Process Automation

Industry Day September 3rd, 2019

Realizing the Power of RPA

to Transform Government

Page 2: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Welcoming Remarks and

Event Overview

8:45 AM – 9:00 AM

Page 3: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Welcoming Remarks

Mitch Winans, Special Assistant, IRS

Mitch Winans is a Special Assistant in the Internal Revenue Service (IRS) Office of the

Chief Procurement Officer. In this role, he is responsible for managing strategic

planning and stakeholder relations for an organization with over 300 employees and

a $2.5B annual procurement portfolio, and advising leadership on organizational

development, process improvements, and customer engagement. Prior to joining

the IRS, Mitch was an Industry Liaison at the First Responder Network Authority

(FirstNet) under the Department of Commerce and helped the newly-formed

agency establish its procurement organization and small business program. Before

coming to FirstNet, he served in various roles at the Department of Homeland

Security (DHS). As the Strategic Communications Liaison in the DHS Office of the

Chief Procurement Officer, Mitch counseled leadership on effective

communications strategies and managed the spread of procurement information

to industry, Congress, the media, the DHS acquisition workforce, and other DHS

components. He was also a Contract Specialist for multiple agencies at DHS and

supported a wide range of emergency management, law enforcement, and

research and development programs for the Federal Emergency Management

Agency, Customs and Border Protection, and the DHS Science and Technology

Directorate. Before joining DHS, Mitch worked at the U.S. Chamber of Commerce

Office of Congressional and Public Affairs. He received an MBA from the Johns

Hopkins Carey Business School and a BA from the University of California, Irvine.

Mitch Winans

Special Assistant

Internal Revenue

Service

Mitch Winans

Page 4: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

4

Welcoming Remarks

Harrison Smith, Deputy Chief Procurement Officer, IRS

Deputy Chief Procurement Officer

Internal Revenue

Service

Harrison Smith

Harrison Smith is the Deputy Chief Procurement Officer in the Office of the Chief Procurement Officer

at the Internal Revenue Service (IRS). He is responsible for all acquisition programs and contractual

commitments for equipment, supplies, and services for IRS and Treasury Departmental Offices (over

$2 billion annually).

Prior to joining the IRS, Harrison served in various roles at the Department of Homeland Security (DHS)

and Naval Sea Systems Command. As the Industry Liaison for DHS, he was responsible for providing

leadership and direction for DHS offices and outside officials for all aspects of the DHS industry

engagement program. He also promoted rapid and innovative approaches to solving complex

problems, and served as a principal advisor to the Chief Procurement Officer on matters relating to

procurement.

Harrison has 15 years of operational procurement experience, including acting as the Contracting

Officer for several multi-billion dollar IT procurements. As the Director of the Enterprise Acquisitions

Division with DHS, he was responsible for a portfolio of 25 strategically-sourced contracts with a

cumulative value of $68 billion. He has also worked in policy and strategic analysis positions on the Hill,

and has supported the Special Assistant to the Secretary of the Navy for Business Initiatives and the

Chief of Naval Operations Executive Panel under the auspices of the Presidential Management

Fellows program.

Harrison was born in Virginia, and currently resides in Alexandria, VA with his wife and four children. He

holds a B.A. in International Relations and an M.A. in US Foreign Policy from The American University,

and an M.B.A. from George Washington University. Harrison brings a wealth of leadership, acquisition,

and operational experience and a high standard of professionalism.

Currently, Harrison is focusing on utilizing intelligent automation and machine learning solutions to

improve government services, and creating a repeatable and flexible structure for deploying

innovative technologies to support the government’s mission.

Harrison Smith

Page 5: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Event Overview 8:45-9:00 AM – Welcoming Remarks: Harrison Smith (IRS), Mitch Winans (IRS)

9:00-9:15 AM – Keynote Remarks: Margaret Weichert (OPM), Veronica Villalobos (OPM)

9:15-10:30 AM – Industry Outlook on Automation and Emerging Technologies in the Public Sector

10:30-10:45 AM – Keynote Remarks: Suzette Kent (OMB)

10:45-11:00 AM – Networking Break

11:00-12:15 PM – Government and Industry: Partnering for Success

12:15-1:15 PM – Lunch and Networking Break

1:15-1:30 PM – Keynote Remarks: Federal RPA Landscape & CoP Vision: Gerard Badorrek (GSA)

1:30-3:00 PM – Automation Platform Provider Viewpoints: Presentations and Q&A

3:00-3:15 PM – Networking Break

3:15-3:25 PM – Keynote Remarks: Katie Malague (Partnership for Public Service)

3:25-4:55 PM – Automation Systems Integrator and Consultancy Perspectives: Presentations and Q&A

4:55-5:00 PM – Closing Remarks: Harrison Smith (IRS), Ed Burrows (GSA)

Page 6: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Keynote Remarks 9:00 AM – 9:15 AM

Page 7: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Keynote Remarks

Veronica Villalobos, Principal Deputy Associate Director, OPM

Principal Deputy Associate Director Office of Personnel

Management

Veronica

Villalobos

Veronica Villalobos is Principal Deputy Associate Director for

the U.S. Office of Personnel Management’s Employee Services

division. She has been a member of the Senior Executive

Service since October 2010. Ms. Villalobos' responsibilities

include formulating and implementing human capital

management strategies and policies to support Federal

agencies in meeting their missions. She also oversees the

division's performance on key strategic goals like the

President’s Management Agenda and Federal cybersecurity

workforce strategy.

Veronica Villalobos

Page 8: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

8

Keynote Remarks

Margaret Weichert, Acting Director, OPM

Acting Director Office of Personnel

Management

Margaret

Weichert

Margaret Weichert is currently serving as both Acting Director at the Office of Personnel

Management and Deputy Director for Management at the Office of Management and

Budget.

Ms. Weichert is a seasoned business executive who has served as a Principal at Ernst &

Young, LLP since 2013. In her 25 year professional career, Ms. Weichert has also held

executive leadership positions at Market Platform Dynamics, First Data Corporation,

Bank of America, and Andersen Consulting focused on strategy, innovation, and

business process improvement in banking and payments technology.

An innovator and entrepreneur, Ms. Weichert also co-founded an Internet company,

Achex, Inc., and sold that company to First Data in 2001. As a result of her innovative

work in payment technology, Ms. Weichert has been named as an inventor on 14

successful U.S. patents. An avid supporter of technology innovation in Georgia, Ms.

Weichert has served since 2010 on the Technology Association of Georgia (TAG)’s

Fintech Steering Committee.

She holds a B.S. of Foreign Service (Magna Cum Laude) from Georgetown University, a

post-graduate diploma in Economics with distinction from the University of Sussex (UK)

and a Masters of Business Administration from the University of California at Berkeley. Ms. Weichert also is certified as a Green Belt in Six Sigma, Design for Six Sigma.

Margaret Weichert

Page 9: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Industry Outlook on Automation

and Emerging Technologies in

the Public Sector 9:15 AM – 10:30 AM

Page 10: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Industry Outlook on Automation and Emerging

Technologies in the Public Sector

Combiz Adolrahimi: Emerging Technology Leader – Deloitte

Dan Chenok: Executive Director – IBM Center for the Business of

Government

Scott Frederick: Managing Director, Strategic Initiatives – Sands Capital

Luke McCormack: Former Chief Information Officer – Department of

Homeland Security (DHS) & Department of Justice (DOJ)

Kathleen Walch: Managing Partner – Cognilytica

Page 11: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Keynote Remarks 10:30 AM – 10:45 AM

Page 12: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Keynote Remarks

Suzette Kent, Federal CIO, Office of Management & Budget

Federal CIO

Office of Management & Budget

Suzette Kent

Suzette Kent serves as the Federal Chief Information Officer at the Office of Management and Budget. Ms. Kent is an industry leader of large-

scale business transformation using technology, for the world’s most complex organizations. She most recently served as a principal at EY and has been a partner at Accenture, consulting president at Carreker Corporation and a Managing Director at JPMorgan. Although technology change has been at the core of her professional

career, retooling the workforce and creating new opportunities for people has been an essential element of efforts that she has led. She has served as an enterprise leader for organizational learning, diversity and inclusiveness, and career development at every organization in which she has worked.

Suzette is a frequent speaker in global industry forums, publisher of thought leadership pieces and holds patents in banking processes.

Suzette Kent

Page 13: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Networking Break

10:45 AM – 11:00 AM

Page 14: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Government and Industry:

Partnering for Success

11:00 AM – 12:15 PM

Page 15: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

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Government and Industry: Partnering for Success

Alicia Saucedo de Flores: RPA Program Lead for New Opportunities – GSA

James Hickman: Director of Emerging Technology – Guidehouse

Bo Shevchik: Federal Reserve Bank – FRB

Sourabh Pawar: Intelligent Automation Practice Lead – CGI Federal

LTC Kevin Fernandez: Chief, IBA – Joint Artficial Intelligence Center (DoD)

Mandy Sweeney: Director, Process Automation – Management Science &

Innovation

Tim Shaughnessy: Senior Advisor – Office of the Chief Procurement Officer,

IRS

Kiran Gullapalli: Vice President – Anika Systems, Inc.

Page 16: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Lessons Learned from Implementing OCR

• The manual process of reconciling leasing source documents for GSA is labor-intensive and prone to human errors.

• These time consuming processes limited leasing services to agencies and delayed contractually recognizing these arrangements with occupancy agreements (OAs).

Systems Used:

Challenge Solution

• The team developed a solution for reconciling contract documents with source details and systems, including using Optical Character Recognition (OCR) to automatically extract information and assess whether documents have been signed.

Automation Features:

September 2, 2019

Web-based

Data

Extraction

(REXUS,

OATool)

OCR(PDF)

Google

Apps

Integration

Text Manipulation(Microsoft Word)

Decision

Support

Automation

Microsoft/Windows

AppsGoogle Apps GSA Apps

Page 17: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

What is Optical Character Recognition?

September 2, 2019

The team utilized native activities in UiPath to incorporate Optical Character Recognition into the new automated process.

OCR uses pattern recognition, artificial intelligence and computer vision trained with images of a wide variety of characters and symbols to produce a high degree of recognition accuracy for most common fonts for a variety of digital image file formats. The capability was used in two ways:

1) Unstructured Data Extraction and 2) Signature Verification

Pre-Processing

Document and Format Analysis

Character Recognition

1

2

Page 18: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Impact of Automation

September 2, 2019

The fully automated process ultimately provided a solution to conduct the reconciliation and review process as well as automate email coordination of the leasing contract analysis.

Prior to RPA implementation, this process was labor-intensive and prone to human error. The bot solution for reconciling these contract documents with source details, extracting information with OCR, assessing whether documents have been signed, automating the cross checking of multiple systems and then emailing stakeholders resulted in the following improvements:

90% Fixed labor

cost savings

90% Processing

time reduction

7 Minutes of

flow time

(down from 75)

Page 19: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

IPP Invoice Submission Automation

▸ Business Driver: Collector uses IPP for 14 agencies

and processes 62 invoices monthly.

▸ Objective: RPA was introduced to:

– Eliminate manual data entry in IPP

– Automate validations

– Increase data accuracy

▸ Outcome: Human time spent on creating a single

invoice in IPP can take 5 to 30 minutes. This time

has been eliminated from billing analysts’

workload.

19

Page 20: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Plan for Success

▸ Collaboration is key for RPA adoption

– IPP appointed a functional lead to support the

adoption of RPA

– Frequent communication and ideation with Collector

team

▸ Governance model established for robotic actions

▸ Credentials provisioned in test environment for

developers to train robots

– Helpdesk allows password management for digital

workers

▸ Scrubbed production POs used for testing 20

Page 21: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Assure RPA Adoption

▸ Staff must on-board to work along side digital labor

▸ Adoption lessons learned by IPP

– Collaborative design identifies enhancements to IPP

– Make policies flexible to enable higher ROI for

collectors

▸ Adoption lessons learned by Collector (CGI

Federal)

– Have adequate test data

– Design for exception conditions

– Design to mimic staff actions

21

Page 22: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Governance

▸ Cross-boundary change control

– Changes to IPP break the robot

– IPP co-designed a robust change control process

including a second QA environment and adequate

notifications

▸ Robotic Operations Center (ROC)

– Cybersecurity

– Communications

– RPA DevSecOps

• Secure digital asset management including credentials

• Separation of duties among developers, testers, and

operations

• Robot monitoring, and audit

22

Page 23: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Intelligent Business Automation (IBA)

Problem:

• Since there is not a default DoD cloud storage solution (JEDI), DoD has numerous data silos wrapped up in manual processes. Data aggregation is error prone, labor intensive, costly, and not scalable for future growth. Once Data is collected the challenge is to create knowledge to support informed decisions.

Mission Initiative Goal:

• Shrink timelines for key warfighter decision support systems using robotic process automation (RPA) and AI tools

• Increase effectiveness and efficiencies within DoD systems and processes

Stefan Georgi

Page 24: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Lines of Effort

• CMO Partner Programs

• RELIC: Use Natural Language Processing (NLP) to search for insensitive terms in federal forms and replace as needed (Congressional Request)

• GAMECHANGER: Use AI enabled RPA to collect, interpret and visualize roles/responsibilities/dependencies based on policy issuances and authorities

• Warfighter Readiness – Support the creation of an AI enabled Readiness, Cloud based Decision Support System that will enable CCMDs and Components to use RPA to access numerous systems (e.g., personnel, training, equipment, weapon systems, …) and use AL/ML to accelerate mission readiness

• Manpower/Talent Management – Support Services in AI enabled Intelligent Business Automation to assess talent/expertise, experience and unit assignments. Automation is enabled using RPA to access the large number of data silos and use AI/ML to meet mission requirements for manpower and talent.

• Financial Management (FM)

Aug 15, 2019: FY19 $3.5M Technical Services Award Kickoff (NTIS/Commerce)

• Apr 1, 2020: FY20 Deploy automations for FM processes

Lesson Learned:

Intelligent Business Automation (IBA)

Lessons Learned

• In the DoD, data retrieval from the many data silos and the transformation of the data to usable form is a challenge

• The automation challenge is further complicated by many legacy systems

• Implementing change management to support transitioning from manual processes to a human-machine integrated cloud will be crucial for successful

Page 25: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

THE UNIQUE CHALLENGES FOR GOVERNMENT

11

RPA creates a unique set of challenges that need to be addressed. Bots are ever

evolving digital assistants, often performing the work of government employees and

living in your network. This presents a new breed of workforce and security concerns.

With RPA,

traditional

approaches for

technology

implementation

exposes agencies to risk.

Value Measurement

▪ Typically involve revenue and growth

▪ Difficult to measure in public sector

▪ Create metrics that align

mission

Security Concerns

▪ Connects disparate systems/data

▪ Increases infosec threat vectors

▪ Volume of PII data attracts hackers

Credentialed Agents

▪ Perform inherently governmental work

▪ Use network credentials

▪ Develop and maintain at the user level

Leadership Changes

▪ Precipitates process changes

▪ Creates unique disruption

▪ Need to factor flexibility into design

Page 26: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

THE RPA LANDSCAPE

12

Access to an ecosystem of complementary technologies enhance core RPA

functionality to deliver additional organization value, extending task automation into

true process automation.

Desktop Robotic Process

Automation Cognitive Intelligent and Decisive

Simple macros to automate rules-

based tasks.

Scalable task and

process automation

based on rules with structured data

Use sensors to

automate with

unstructured data and

machine learning to improve accuracy

Automation that

learns, adapts,

can set goals and make decisions

Building Intelligence Advancing Automation

Business Process Integration and Management

Page 27: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

IRS Procurement Bot

September 3, 2019

Contractor Responsibility Determination Bot (CR Bot)

Page 28: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Contractor Responsibility Determination

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 28

A responsibility determination signifies that the Government has judged the contractor to have the

means and ability to execute the contract in question before making an award.

Typical determination criteria includes:

1. Adequate financial resources;

2. Ability to comply with the delivery or performance schedule;

3. Satisfactory performance record;

4. Satisfactory record of integrity and business ethics;

5. Necessary organization and experience;

6. Necessary equipment and facilities; and

7. Otherwise qualified and eligible.

Page 29: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

CR Bot – Program Overview

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 29

Opportunity: IRS Procurement reviewed existing processes and identified the Responsibility

Determination Process as an early opportunity for applying RPA/BOT automation

Solution: Anika Systems ideated and developed a UiPath based RPA solution in Microsoft Azure Gov

Cloud to perform automated contractor responsibility determinations; leveraging the information available

in SAM and FAPIIS websites

Impact/ROI: CR Bot was developed, tested, and fielded across IRS Procurement operations; CR cycle

time reduced from one to two hours to two minutes for each individual identity determination. Estimated

efficiencies are approximately 18,000 FTE hours per year. BOT also increases overall compliance,

provides for standardized outputs, eliminates duplication, and reduces internal review times.

Achievement: CR Bot was deployed into production in “Bot as a Service” model under an agile

procurement approach, four months ahead of the schedule.

Page 30: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

CR Bot – Process Flow

© Copyright 2019. Anika Systems Inc. All Rights Reserved 30

Sends CRD

request email to

the Bot User handles

exception and

resends email

Developers

update the

system and

reruns the

process

Contracting

Officer

Read Robot:

Collects data from

SAM and FAPIIS for

each DUNS in the list

Write Robot:

Fills in the CRD

form and emails

it with all the

data to the user

Exception

Yes

No

END

BO

T

PR

OC

UR

EM

EN

T T

EA

M

Exception

Business

Exception

Yes

No

Page 31: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Step 1 - User Input

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 31

1. IRS CO sends an email to the CR Bot from his/her irs.gov email account with DUNS numbers separated by semicolons

in the body and “CR” code in the subject line. Acceptable input email formats are:

Page 32: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Step 2 - Bot Execution

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 32

Bot Validations

1. Checks if the email came from @irs.gov email account

2. Checks if the subject line has “CR”

3. Starts processing the DUNS numbers one at a time verifying the SAM portal and FAPIIS

4. If there are no exceptions, the Bot will fill necessary output form and as well zip all the output files and sends

an encrypted email back to the CO listing the summary in email body along with all the attachments in the

zip file Bot Exceptions

1. Requestor not a valid IRS user

2. Email body containing the DUNS list is empty

3. Invalid DUNS number

4. Application is not successfully re-launched after 3 attempts in a loop.

5. SAM or FAPIIS Portals are down

6. Data missing while validating through the portals

Page 33: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Step 3 - Bot Output

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 33

Summary:

1. Sends an email back to CO with subject with the actual DUNS – Duns number. For instance “622175185- Duns

number”

2. Sends the summary of the findings in email body. Below is a sample

3. DUNS # : 622175185

Vendor’s Name : Anika Systems Incorporated

Vendor’s Address : 161 Fort Evans Rd NE Suite 250 Leesburg, VA, 20176, UNITED STATES

Active Exclusions (Yes/No) : No

Vendor has greater than 10 million dollars Contract (Yes/No) : No

Issues Found In FAPIIS (e.g.: Termination, Adverse Determination) (Yes/No) : No

Summary : No issues identified by the BOT

Attachments:

1. DUNS Number_Entity Registration Details_Date

2. DUNS Number_Reps&Certs_Date

3. DUNS Number_Record Details_Date

4. DUNS Number_FAPIIS Details_Date

5. Partially filled out DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE DETERMINATION OF [

] RESPONSIBILITY, [ ] NON RESPONSIBILITY (FAR 9.105-2)

Page 34: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 34

Manual CR Process CR Bot

The average processing time for

each offeror’s contractor

responsibility determination takes

an average of

1-2 hours.

After the CR bot is deployed the

contractor responsibility determination

process is cut down to 2 minutes

saving the IRS over 18000 FTE hours

per year

CR Bot Metrics

Page 35: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Contacts:

Name: Kiran Gullapalli

Email: [email protected]

Phone: 703-244-0158

© Copyright 2019. Anika Systems Inc. All Rights Reserved. 35

161 Fort Evans Rd NE, #250, Leesburg VA

20176

Ph: 703.244.0158

Email: [email protected]

Thank You

Page 36: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

36

Government and Industry: Partnering for Success

Alicia Saucedo de Flores: RPA Program Lead for New Opportunities – GSA

James Hickman: Director of Emerging Technology – Guidehouse

Bo Shevchik: Federal Reserve Bank – FRB

Sourabh Pawar: Intelligent Automation Practice Lead – CGI Federal

LTC Kevin Fernandez: Chief, IBA – Joint Artficial Intelligence Center (DoD)

Mandy Sweeney: Director, Process Automation – Management Science &

Innovation

Tim Shaughnessy: Senior Advisor – Office of the Chief Procurement Officer,

IRS

Kiran Gullapalli: Vice President – Anika Systems, Inc.

Page 37: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Lunch and Networking Break

12:15 PM – 1:15 PM

Page 38: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Keynote Remarks: Federal

RPA Landscape & CoP

Vision 1:15 PM – 1:30 PM

Page 39: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

39

Keynote Remarks: Federal RPA Landscape &

CoP Vision

Gerard Badorrek, CFO and Federal RPA CoP Executive Sponsor, GSA

Chief Financial Officer

General Services Administration (GSA)

Gerard Badorrek

Gerard Badorrek is GSA’s Chief Financial Officer (CFO). As the senior financial

executive, he is responsible for the management of GSA’s $25 billion budget and

over 600 finance personnel across the country. Gerard oversees strategic planning,

performance management, budgeting, accounting, analytics and reporting,

financial operations and audits.

Gerard also oversees GSA’s RPA program, currently serving all CXO Offices and PBS,

and is the executive sponsor of the Government-wide RPA Community of Practice.

Prior to joining the Federal Government, Mr. Badorrek spent more than 25 years in

the private sector including executive positions at Xerox Services, MCI

Communications, and multiple private technology companies.

Gerard has an MBA degree from the Graduate School of Business at Stanford

University, a Master’s degree in Economics from Case Western Reserve University

and a Bachelor’s degree in Operations Research and Industrial Engineering at

Cornell University.

Gerard Badorrek

Page 40: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Federal RPA Landscape

Level 3: Productive RPA Programs

~ 5 Programs

Maturity Level 3:

● 20+ bots in production

● Formal ATO, IT Security, and

Privacy policies.

● Strong program and

operations management.

● RPA solutions implemented

across organizations within

the agency.

● Strong process

improvement capabilities.

● Robust pipeline of future

opportunities.

Level 2: Emerging RPA Programs

5-10 Programs*

Maturity Level 2:

● 5-20 bots in production

● Initial security, privacy,

and ATO policies formally

defined.

● Developing program

management, reporting,

and process improvement

capabilities.

Level 1: Start-Up RPA Programs

~ 25 Programs

Maturity Level 1:

● Pilot bots or <5 bots in

production.

● Establishing formal

processes related to

RPA.

Level 4: Expert RPA Programs

0 Programs

Maturity Level 4: ● 5-10 bots deployed monthly.

● COE Model - bots generated

from multiple business units

● Intelligent automation

capabilities.

● Dedicated (FTE) program

management, process

reengineering, and

development capabilities.

● Workforce redeployment,

capacity planning, and

reskilling required.

● Enterprise Platform for

unattended bots.

* Best estimate based on surveying

Gov’t-Wide Challenge: Rapidly Moving RPA Programs up the Maturity Scale

Page 41: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Federal CoP Vision

Implementing RPA can feel like an obstacle

course at many federal agencies.

Every agency is currently on their own to solve common RPA obstacles and hurdles.

Many Federal Agencies are Excited to Realize RPA’s Potential

By identifying common obstacles and providing

shared solutions – the CoP can get all

agencies moving in the fast lane.

In the race to accelerate RPA, the CoP will play an important role in

developing and sharing solutions.

Page 42: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Federal CoP Vision

Government-Wide Solutions for RPA Implementation Challenges

Technology • Privacy

• IT Platform

• Security / Authority to Operate (ATO)

• Bot Credentialing

Implementation and Operations • Process Selection, Use Cases, Bot Sharing

• Operations Management

• Development

Governance & Management • Governance / Center of Excellence

• Human Resources, Culture, Communications

• Management Reporting & Investment Strategy

• RPA & Intelligent Automation

• Contracting

The goal of the RPA CoP is to accelerate government-wide adoption of RPA.

The CoP consists of over 550 members, representing

over 40 agencies from across the Federal

Government.

• GSA • IRS • NSF • DHS • NASA • OPM

• HUD • Treasury • DOD-OSD

• DOD-JAIC • Federal Reserve Board • DASA • HHS • USDA • OMB

• DOI

Knowledge Sharing and Mentoring

Agency leaders sharing solutions and best practices. Current practice area leads were identified from the following agencies.

COP FOCUS AREAS

Page 43: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Automation Platform Provider

Viewpoints: Presentations and

Q&A

1:30 PM – 3:00 PM

Page 44: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

44

Automation Platform Provider Viewpoints: Presentations and

Q&A

Keith Nelson: Global Industry Lead, Public Sector – Automation Anywhere

Jonathan D. Waldren: Chief Technology Officer, Americas – Blue Prism

Mike McGeehan: Government Sales Manager – Blue Prism

Jeremy Hogg: Director, Federal Sales – Kofax

David Sentongo: Head of Global Center of Excellence – Kofax

Pete McCann: National Government and Healthcare Leader – Softomotive

Jim Walker: Federal Chief Technology Officer & Director of Public Sector

Marketing – UiPath

Page 45: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

An Overview of AAI’s

Intelligent Automation Platform:

Federal CoP: RPA Industry Day

Page 46: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

About Me

• Former CIO, CFO, CHCO, CPO at three cabinet agencies with 18 Years experience serving the Federal Government

• Member of CHCO Council guiding the Federal Government’s HR Strategy

• Led Transportation Department’s $1.2 Billion R&D Group

• Joined Automation Anywhere in May 2019 as the Global Lead for Public Sector Industry Marketing

• New mission is to deploy Automation Anywhere’s Virtual Workforce to eliminate red tape in Government agencies.

Page 47: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

My Search for a Search Engine, cir. 2003

Search Engine Magic Quadrant for 2003

Source: Gartner Research

• This has happened before. Current state of RPA today is similar to the dawn of eGovernment

• Business user matters the most

• Need to keep the end goal in mind

Observations:

Page 48: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Why Should Government Deploy Automation?

Workforce Enhancement Culture of rules and standardized

processes Big data needs

• Assist FTEs that are

overworked, have poor

morale, performing

processes that do not

require judgement

• Every Federal FTE

should have a bot

• Lower cost and reduce

time to automate for

processes with simple

rules and logic

• Processes should have

low exception rates

• RPA tools can process

standardized, structured

digitized data

Smooth demand fluctuations

• Processes with fluctuating demand require full-time staff but automation can kick in when demand increases or to clear backlogs

Legacy IT

• Automation can tie

together disparate

systems to provide

consistent reporting,

analysis and data

Reduce Cost. Improve Morale. Focus on the Mission.

Page 49: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Use Cases in Government:

Mission Processes

(All Agencies)

Inspections

• Account tracking, data

acquisition & validation,

findings processing, report

distribution, settlements

processing

Claims processing & casework

records management

• Claims opening and closing,

data intake, complaint

processing, claims

adjustments, authorization,

payment processing)

Consular services

Grants management

Processing tax returns and

distributing refunds

Procurement

(Chief Acquisition Officers)

• Requirements research,

quote validation

• Accounts opening and

closing, verification

• Order confirmation, PO

processing

• Front-end — back-end

systems data transfer

• Accounts Payable

(intake, verification,

process, payment)

• Audits, report

processing, vendor

scorecards

• Anti-fraud monitoring

• Requisition order

processing, reporting

and tracking

Financial Processes

(Chief Financial

Offices)

• Improper Payments

• Historical data

acquisition,

consolidation/integrati

on

• Budget forecasting,

planning and

execution processes

• Funds allocations,

distribution

• Reconciliations

• Year-end closing and

reports

• Tax calculations, data

management, &

payment tracking

• Travel booking and

expenses

• Journal data entry

Human Resources

(Chief Human Capital

Officers) • Recruitment and hiring

• PARs

• Onboarding,

employment

verification and

authorization

• Offboarding/termination

/ retirement processing

• Payroll processing

• Benefits calculations

and management

• Security background

clearances

Tactical Strategic & High Value

Page 50: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Legacy State

Posting of Grant Funding Opportunity (FOA) to Grants.org RFPs sent

Grants.gov

Initial requirements screening for completeness of eligibility, program, & budget information

• Grants.gov • DUNS, SAM.gov • Different agency-

federal verification systems

• Grants.org • Different

agency-grant management systems

• HHS CDER Library

1. Thorough programmatic quality assessment (grant- specific) 2. Budget and cost analysis; compliance with statutory/ financial regulation

• Different agency /federal systems

• Different risk assessments, disclosures, conflicts of interest, etc..

• Peer review panel

Pre-Award Award Post-Award

Funding Opportunity

Completeness Screen

Program and Financial Review

Award Notification

1.Notice of Award (NOA) sent to entities selected for funding

2.Recipients sign award

3.Framework finalized

4.Funding begins

Compliance Monitoring

Program progress, expenditures compliance monitored through 1.Financial reports 2.Programmatic

reports 3.Performance

/compliance metrics 4.On-site visits • Reporting

requirements, schedules and systems vary per grant

• Different compliance/ regulations apply – (OMB Uniform Requirements, FISMA, NIST, etc.)

• HHS CDER Library

Single Audits & Other Audits

Final Compliance and Closing

Reporting

Programs over $750K annual expenditures: a single audit must take place, corrective action taken and verified

FAC (Federal Audit Clearinghouse) centralized audit communications

1.Final financial and program reports reviewed for compliance

2.Submit confirmation that grants work has been completed

1.Collect and report financial / performance data

• Different agency systems

• Grants.gov

• Different agency systems

• Treasury system (DATA Act) Bots can:

• Send automated notifications to grant managers and recipients based on report schedules

• Run compliance checks against different databases, apply rules, measure financial expenditures

Final performance metrics /financial

data routed to reporting systems

Final closing notice automatically

updated to system

Automated State

Bots can • Query multiple

systems for verification

• Send status updates / notifications of missing data to applicants

Bots can • Query multiple compliance

systems (and HHS grantee risk assessment tool (in development)

• Flag applications issues and route appropriately

Automated processes are monitored and tracked in real time with a centralized dashboard providing instant data on bot performance and grants data Transfer of grant data between systems is automated, fast and accurate

Data can be shared with systems and partners like Treasury and HHS Predictive analytics can help flag potential risks in advance

Final closing reports automatically

collected, initial review completed and sent to grants

management officer to complete

Grants management schedules monitored, reports collected, initial reviews completed and

forwarded to grants management officer

Required audits tracked and

initiated and progress monitored

Policy updates / notifications automatically sent to recipients

Automated collection of

applications and initial verification

checks for completeness/

eligibility; applications routed

to next step

Additional financial/ compliance checks

automatically carried out and

applications forwarded to peer reviewers and final financial reviewers

Award notifications

automatically sent and appropriate

grants management systems initial setup initiated

Pre-Award Award Post-Award

More time to review programs & investigate issues

More time to make decision, define reporting requirements

More time for site visits and reviewing program progress

More time to analyze audit results and investigate issues

More time for data analysis

High Value Use Case: Federal Grants

Page 51: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

3,100+

Enterprise customers

800+

Partners

worldwide

90+

Countries with

customers

1,750+

Employees

worldwide

1,500,000+

Bots

Deployed

Leader in the

Forrester

Wave for RPA

Leader in RPA FIT

Matrix

Leader in RPA

Customer

Experience

#1 in Public Sector: Federal

Robotic & Cognitive

Consortium Bot Index

Leader in the

Gartner RPA MQ

The most advanced Digital Workforce platform

Page 52: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

3,100+ Global Enterprise Customers

Page 53: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Why Enterprises Prefer Automation Anywhere

Cheapest to Own. Easiest to Use. Lowest Risk.

MOST INTUITIVE RPA RPA technology that anyone can use with ease. Enterprise-grade technology with the intuitive experience of a consumer application

FASTEST TO SCALE Shortest adoption runway, bots on demand, and 500+ ready-to-download bots. Our customers have thousands of bots in action, every day. This is RPA at the speed of business.

SECURE BY DESIGN The RPA platform with bank-grade security architecture and centralized controls that exceed the RPA security, compliance and governance requirements of global enterprises.

AI-AUGMENTED RPA RPA + AI + Analytics create the only complete RPA platform designed to deliver an enterprise digital workforce.

SUPPORT Don’t automate alone. The Automation Anywhere RPA platform is inseparable from the humans dedicated to your RPA success. A+ is a complete RPA support ecosystem for every step of your RPA journey.

Page 54: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Bots Aligned to Your Mission

Attended Automation Unattended Automation Cognitive Automation

Mission Process Automation

Automation is triggered by and interacts with a human

Back Office Automation

Automation runs in the background, without a human in

the loop

Unstructured data

Automation learns to handle

unstructured and unclear data

Automation Anywhere The Only Digital Workforce Platform

Built With the Mission in Mind

Page 55: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

How to Work With Us

Confidential – Do Not Distribute

Expand the Discussion Bot-a-Thon/ Proof of Concept

Process Workshop/ Bot Camp

Build champions within your own organization with a hands-on, immersive workshop with your processes

Uncover the business-value and impact of automation through a process identification and high-level assessment exercise

1/2 day onsite 1-2 days onsite 1-2 hours

Share possibilities with others in different business units and include potential users/executors

Page 56: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government
Page 57: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

Blue Prism Government

Solutions

Connected RPA – Intelligent Automation

The Digital Workforce of the Future

Page 58: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

Increasing Operational Agility

“It takes all the running

you can do to keep in

the same place.

If you want to get

somewhere else, you

must run at least twice

as fast as that!”

- Alice in Wonderland

Manual labor cannot keep pace with requirements to integrate new technologies and data.

Technology Adoption Rates

Time to 50M users

Page 59: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence 59

The Blue Prism Vision of Connected-RPA

Imagine… Digital Assistants sitting alongside your

organization’s human workers—assisting,

supporting and augmenting as part of a truly

connected workforce with a focus on Mission

Critical Business Outcomes.

A business-led solution that puts the power of

Intelligent Automation into the hands of your

organization’s business leaders and operations

experts with governance from your IT teams.

A Digital Exchange that shows your business

leaders the art of possible with choice, and a

platform to bring the vision to life.

Page 60: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

The Art of the RPA Possible…Triple Win!

AGENCY/MISSION VALUE

CITIZEN/CUSTOMER VALUE

EMPLOYEE VALUE

High ROIs Operational efficiencies Increased compliance Increased scalability Increased adaptability Competitive advantage Hours back to the business Workforce flexibility Increased security

Improved service quality Improved consistency Round-the-clock availability Faster delivery of existing services New services online quickly Remove pain points Enhanced customer journeys

More interesting work Transition from low-value to high-value work Learned new skills; upskill Increased employee satisfaction Enhanced reputation as an innovator

Copyright © Lacity and Willcocks 2017 All Rights Reserved

60

Page 61: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence 61

Components of Connected-RPA

Enabling digital

entrepreneurs (process

modelers) to quickly add

business value

Automate More Automate

Better Automate

Together

Blue Prism

connected-RPA

Platform

• A proven, business led platform

with 2,000+ Enterprise

Public/Private customers

• Intelligent automation that is

technology controlled

• Analytics & reporting to

establish insight & drive

continual value

Blue Prism

Digital Exchange

• A growing open ecosystem

with downloadable assets

• Download & ‘drag-n-drop’

AI, ML, OCR & Cognitive

solutions from Google,

IBM, & 100s more

Blue Prism

Community

• Connecting digital agency

entrepreneurs to help them,

learn, discover opportunities

& implement business value

• Tools & technologies to realize

“the art of the possible”

Blue Prism

AI Labs

• Formal AI Labs with AI

experienced PhD. level staff

• AI program to drive

increased ease of use quality

& scale

• Integration of new AI

technologies as they

develop

Page 62: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence 62

Evolution of the Blue Prism Digital Assistants

Fully Integrated Digital Assistants Non-Deterministic | Unstructured Data

Digital Assistants who Think

• Analytics & Discovery

• Machine Learning

• Natural Language Processing

• Human-in-the-loop

Intelligent Automation Deterministic | Semi-structured Data

Digital Assistants who Adapt

Enterprise RPA Deterministic | Structured Data

Digital Assistants who Transact

• Rules Engine

• Designer

• Surface Automation

Page 63: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

Technology Alliances Fuel Blue Prism’s AI Strategy & Customer Value

TAP Affiliate Partners & Ecosystem Developers • Bring assets & ideas to Blue Prism customers & partners. • 100’s of developers generating brand recognition for their assets.

TAP Premier Partners • Strategic Relationships • Joint Marketing Investments • Drive Revenue Growth • Provide Digital Worker Skills

Most Critical to Customers • Enable Digital Transformation

Journeys

& more

Customer, Partner & Community Developers

& more

Page 64: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

How we get you there – via a “Center of Excellence” aka Robotic

Operating Model (ROM)

64

Governed by IT

Vision

Organization

Delivery Methodology

Governance & Pipeline

Service Model

People

Hosting

Governance

Security

Support

Scalability

Assurance

Powered by

Software Robots

Digital Workforce

Operations Staff

Day to Day

Workload

Day to Day

Workload

Controlled by the Operation

Page 65: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

Security & Compliance Imperatives

65

With the widespread adoption of

Robotic Process Automation (RPA),

organizations have come to understand

that a digital workforce requires

oversight, security, and governance

safeguards like their human

counterparts.

There are four high-level

considerations agency leaders must

address to ensure the security and

compliance of their digital workforce.

What You Need to Know: At a minimum, organizations

that plan to implement RPA should create an environment

where their robots can operate—as well as be configured

and assigned—that is free from interference, informal or

casual inspection, and especially, tampering.

What You Need to Know: Looser access controls, such

as team-level access, are not sufficient for fail-safe security

and compliance. Access parameters that are managed per

robot, process, and even specific objects are inherently

more secure.

What You Need to Know: Organizations can only ensure

accountability and responsibility when 100%of all

transactions for every single process are recorded in real-

time and securely stored.

What You Need to Know: Ultimately, the quality and

integrity of the audit trail will not only discourage malicious

activity but will provide non-repudiation.

Action Item: Segregate processing and

management environments and impose

separate governing controls for each.

Action Items: Enable only specific users to

build specific processes using specific

objects. Then enable multifactor security that

mandates secondary approval for all

changes.

Action Item: Only consider RPA operating

systems that systematically record 100% of

every action taken and changes made—

creating an unmalleable and irrefutable audit

trail.

Action Item: Implement an RPA operating

system that not only logs everything, but

centrally stores the log to eliminate any and

all tampering of the record.

Infrastructural Security Centrally-Managed User Access Control

Systemized Activity Logging Irrefutable Audit Trail

Page 66: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

FedRAMP RPA

Solution Blue Prism has now made it much easier for Federal agencies to grant a FedRAMP ATO for a cloud deployment of Blue Prism RPA. By being deployed on Project Hosts’ Federal Private Cloud (FPC) FedRAMP-authorized Platform-as-a-Service (PaaS), The Blue Prism RPA Capability inherits 86% of the controls required for FedRAMP compliance. Blue Prism RPA also provides agencies with a System Security Plan (SSP) showing how the remaining 14% of controls are implemented, making the compliance verification and ATO process much easier.

Page 67: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

DHS- CBP

DHS- USCG

HHS-PSC

HHS-NIH

Air Force

Navy

Marine Corps

Army

Small Biz Admin

Dept of Interior

67

Public Sector Success

Page 68: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence 68

DHS - U. S Customs & Border Protection Protection

Overview: The CBP automated a mission critical backlog TB’s of files into a new file format,

reducing average processing time for a terabyte of data from two months to one day,

and allowing 15+ full time employees to re-focus on higher value, mission-critical

tasks.

CBP working with IBM and Blue Prism within 3.5 months acquired, trained and

deployed 50 Digital Assistants to complete work that would have taken CBP over 2

years to complete.

Page 69: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence

Blue Prism – RPA Platform of Choice for Aerospace & Defense Industry

69

A&D Contractors

Government agencies and contractors expect the

technology industry to meet information security

standards, policies and governance. Blue Prism’s

extensive background working with some of the most

stringent private and public sector polices supporting

security, governance & compliance, places the Blue Prism

digital workforce as the platform of choice for Government

Agencies and Supporting Aerospace and Defense partners.

Company

Lockheed

Martin

1

Raytheon 2

BAE Systems 3

Northrop

Grumman

4

Boeing 5

United

Technologies

11

Huntington

Ingalls

13

Rolls Royce 16

Harris

19

Bechtel 24

Source: Defense News Top

100 list 2018

Page 70: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence 70

Blue Prism Government Solutions (BPGS) – At a Glance

Sample Early Adopters

Federal Compliance

FISMA – Mod certification

Section 508 compliant/VPAT

FedRAMP – Level 5 Certified

FEDRAMP Alignment with Microsoft,

AWS, Google & IBM- via TAP

PoC-ATO’s (Authority to operate)

Federal

State/Provincial

Local/Higher-Ed

BPGS (Office): One Freedom Square

11951 Freedom Drive, 13th

Floor, Reston, Virginia, 20190

NAICS CODE: 511210

Over 1500 Partners/Resellers with sourcing

vehicles including: 8(a) STARS II

GSA Schedule 70

NASA SEWP

HHS IA/AI RPA GWAC

Procurement

Sources Technology

Trainers

Execution & Delivery

System Integrators

Advisory

Resellers

Alliance Eco-System

Page 71: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Commercial in Confidence Commercial in Confidence 71

Page 72: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government
Page 73: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Accelerating Rate of Change

Page 74: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

…9 out of 10

executives

agreed that

automation was

critical to future

success.

More than three-quarters said

that 60% or more of process

work could be automated, and

almost one in five said that

80% or more could be

automated

…By the end of 2019, we

predict that 40% of

enterprises will have

automation centers and

frameworks in place.

…Between 2017 and 2022,

spending on automation

solutions will grow at a CAGR

of 41%

Spending on Intelligent

Automation is expected to reach

$232B

by 2025

…RPA will be

adopted globally

by 2024

Intelligent Automation Growth is Accelerating

7

4

Page 75: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

INTELLIGENT AUTOMATION

Add

organization

al capacity

Create

new value

…to streamline processes,

enhance customer experience,

increase efficiency, improve cycle times

and compliance

… by blending human & digital workers

to create an agile workforce, and enabling

customers, constituents & partners,

achieve unprecedented levels

of performance and satisfaction.

Amplification of the Workforce

75

Page 76: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

5

Greater ability to achieve purpose and focus on mission

Page 77: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

6

“…RPA does not provide long-term answers...

Integrated Automation is how you transform your

business.” Saurabh Gupta Chief Strategy Officer,

HFS

.

Page 78: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Integrated automation vs. technology silos

A MODERN AI-ENABLED TECHNOLOGY PLATFORM THAT

HYPER-CONNECTS THE ENTERPRISE AND ECOSYSTEM

KOFAX SMARTHUB

MARKETPLACE C o l l a b o r a t e – A c c e l e r a t e – S h a r e

Five unified

capabilities that help

our customers

7

8

Page 79: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government
Page 80: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

14 out of 15

Federal

Departments

Top 3 Provider of RPA

in Federal

Deployed in 39

unique agencies

350 Sites Deployed

across the Federal

space

8

0

Kofax in the Federal Space

Page 81: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

10

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11

Page 83: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Position “Platform-first” strategy to support customers

in ‘amplifying the workforce’ via integrated automation

Strengthen ecosystem alliance relationships, partnerships

and marketplace around platform to augment value to

customers

Focus on driving business value through improved

customer experience, operational efficiency and worker

empowerment

83

Areas of focus as we move forward

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84

Page 85: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA – The Power of

People/Robot Partnership

August 2019

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86

Agenda

• The Future of Automation • Enterprise Automation

• Attended v. Unattended Automation

• Driving Business Value

Page 87: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Accelerated Growth

ATHENS | NEW YORK | HOUSTON |

LONDON

BANGALORE | SEOUL

15 Years in business

85 Countries where we do

business

150+ Employees globally

$25M In venture capital

Page 88: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

150+ Companies in our global partner

network

8,000+ Customers worldwide

Insurance | Banking | Healthcare | Telecom IT & Networking | Manufacturing | Logistics

Page 89: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

The Rising Leader in Global RPA and RDA

Quadrant Knowledge Solutions: Softomotive is positioned among the

RPA Technology Leaders in Spark Matrix of Q3 2018, with strong

overall rating in various parameters of technology excellence and

customer impact.

Page 90: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Our People1st approach turns the world of RPA on its head, making the democratization of RPA a reality. RPA Innovation is too important to leave to the few, empower the many, we put People before Robots

Marios Stavropoulos CEO, Softomotive

People Before Robots

Page 91: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Innovative Deployment Approach

91

INNOVATE INCUBATE IMPLEMENT

Empower the many

Encourage Collaboration

Filter the best

Productize Deploy Manage Scale

High People Engagement

Supercharge Innovation

Full Realization of RPA

Turning conventional deployment and approaches to RPA a complete 180 degrees

The People1st Approach

Page 92: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Differentiating Factors From Competitors

Attended RPA

Attended desktop and

server-based

automation to enable

employees to increase

their productivity.

Fast Installation

Installation of our

products is often

completed in less than

an hour.

Concurrency

Each bot is not limited

to a single process and

can run multiple

processes at the same

time.

No Coding Required

Intuitive interface that

allows users to build

processes using drag

and drop actions

Disaster Recovery

Flexible installation

options including on-

site, cloud, hybrid, high

availability, and disaster

recovery. 92

RDA and RPA capable

Use our tool coupled

to a server or

standalone as a

desktop application.

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Robin RPA Language

The World’s First Open Source RPA Language While there are several proprietary tools to build RPA scripts, with Robin you have a free programming language designed to build your own automations, or software bots. Robin is easy to learn, runs on the .Net CLR and you can either utilize the existing libraries or extend it by building your own modules. Learn more at robin-language.org RPA SDK Available

App Masks to build custom UI and Web Automations

93

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94

Technology Built for Business Users

Capabilities that Drive Efficiency

All our Robotic Desktop Automation (RDA) software tools come fully equipped with robust design and execution capabilities without the need for a server-based connection.

Drag & Drop Design Capabilities

The ability to design process is embedded into all our automation software tools without the need to purchase add-on components.

Four Levels of Exception Handling

Our software provides four level of exception handling to enable automation of complex cases that require validation and special handling.

Concurrency for Multi-Tasking

No other RPA/RDA vendor offers the ability to run multiple automations at the same time. Our products offer concurrency, unlimited automation builds, and the ability to retain full control of your desktop during process execution, so you can continue working.

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Databases

95

Powerful Integration Capabilities

Browser Compatibility

ERP Systems

Endless integration options that enable employees to

automate any task

Email Cloud/Virtualizations

CRM Systems

Scripting Systems Data Analytics OCR

Productivity Apps

MODI

PowerShell

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96

Unattended v. Attended Automation

Attended Automation

Attended bots are typically useful in front-office activities, when the entire end-to-end process can’t be automated. RPA bots can work alongside humans to automate a process. The actions of RPA bots can still be triggered by system-level events that can give and take data to and from human workers.

Unattended Automation

Unattended RPA bots execute tasks and interact with applications independent of human involvement. Unattended bots can be triggered by events and they can be scheduled.

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Sidebots & Solobots

97

Solobots (Unattended execution) Powerful self-reliant Software Robots that can Autologin and operate Unattended. Functionality • Type: Unattended Automation

• Deployment: Server or VM deployment • Processes: That Can Be Fully Automated

• Work Type: Middle and Back Office

• Human Intervention: Not Necessary

• Auto Login: Yes • Runtime: 24/7 • Keynote: Most Repetitive and Manual Processes

Sidebots (Attended execution) User-assisting Software Robots programmed for collaboration with the user.

Functionality • Type: Attended Automation • Deployment: Desktop • Processes: That Cannot Be Fully Automated • Work Type: Front Office • Human Intervention: Necessary • Auto Login: No • Runtime: Work Hours • Keynote: UI Capabilities

Client Tools Layer Automation Layer

Solobot Unattended Automation

Sidebot Attended Automation

Insights Dashboard

Analytics Tool

Control Desk Full Platform Config.

Monitor

Web Console Control Desk Thin

Client

Process Studio

Development Environment

Server Layer Persistency Layer

External Logging System

3rd Party Integration for Logs and Analytics

ProcessRobot Server

Core Component

IIS Server Web Application

Redis Server Distributed Memory Management System

SQL Server Data, Processes, Version

Control, Queues, Etc.

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98

The Business Value of RDA

High Upfront Cost

Increased Risk

Missed RPA Opportunities

Limited Innovation

Innate

Inflexibility

Low People Engagement

High People Engagement

Increase Agility

Supercharge Innovation

Realize the full potential of RPA

Lower Risk

Low Upfront Cost

Differentiating Factors on Value

• Productivity gains for enterprises employing a large percent of white-collar workers results in cost savings in the millions

• Implementation of an RDA Center of Excellence requires few resources

• Repository of re-usable automations for rapid deployment of processes

• Ideal for Professional Services work

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Call Centers

99

Attended Automation Use Cases

• Customer Interface • Unstructured Data

Input • Form Filling

• One-Off Tasks • Desktop Specific

Functions • Non-CoE Work • Individual Automation • Limited Access to

External Software

• Manual Input Desired

• Images • Handwriting

• Multi-Functional Uses

• Improved Efficiency • Power For People

• Offline Work • Pivoting Bot Capabilities

Constantly • Limited Lifecycle

Management • Project Specific Tasks

• Chatbots • Manual Field Input • Complex If/Else

statements

Front Office RDA Functions Unstructured Data

Virtual Assistants

Project Management

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100

The Power of Attended Automation

• Cannot consistently be automated • Designed to be input manually • Sidebot prompt can complete this task

• OCR is not a perfect science • May not be able to be automated • Requires oversight and quality control

• Available through Cognitive • High cost • Requires oversight and quality control

• Sidebot prompts human to complete task • Major limitation of unattended RPA, which can’t

mimic human decision-making

Captcha and Anti Bot

Character Validation

Image Recognition

Decision Making

Attended automation Broadens a company’s automation potential. Not every process can be automated fully. Complex data or instances of decision require the end user to intervene and input fields that may be difficult to recognize with an unattended bot. Attended automation allows enterprises to broaden the use cases for automation by combining the work of a robot and a human to tackle complex use cases.

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Use Case

101

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122

Automation Platform Provider Viewpoints: Presentations and

Q&A

Keith Nelson: Global Industry Lead, Public Sector – Automation Anywhere

Jonathan D. Waldren: Chief Technology Officer, Americas – Blue Prism

Mike McGeehan: Government Sales Manager – Blue Prism

Jeremy Hogg: Director, Federal Sales – Kofax

David Sentongo: Head of Global Center of Excellence – Kofax

Pete McCann: National Government and Healthcare Leader – Softomotive

Jim Walker: Federal Chief Technology Officer & Director of Public Sector

Marketing – UiPath

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Networking Break

3:00 PM – 3:15 PM

Page 124: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Keynote Remarks 3:15 PM – 3:25 PM

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125

Keynote Remarks

Katie Malague, Vice President, Partnership for Public Service

Vice President

Partnership for Public

Service

Katie Malague

Katie Malague leads programs that promote effective

government management and innovation. Her interest in

public service stems from her parents, whose Depression-era

upbringing fostered a belief that government can help people

and solve problems. Following a stint as a Postal Service letter

carrier during college, Katie’s appreciation for the promise and

potential of government grew through roles with the U.S.

Senate, Accenture’s federal consulting practice, the White

House Office of Management and Budget, and the U.S.

Department of the Treasury. Katie admires the millions of public

servants who quietly serve their country and their communities

each day, often without recognition.

Katie Malague

Page 126: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Automation Systems Integrator

and Consultancy Perspectives:

Presentations and Q&A 3:25 PM – 4:55 PM

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127

Automation Systems Integrator and Consultancy

Perspectives: Presentation and Q&A

Jason Adolf: Federal Practice Lead – Appian Corporation

Sukumar Iyer: Chief Executive Officer – Brillient Corporation

Sudha Venkateswaran: Senior Director – Collabralink Technologies, Inc.

Prem Jadhwani: Chief Technology Officer – Government Acquisitions,

Inc.

John Lockwood: Director of Federal Intelligent Automation – KPMG

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Enabling Intelligent Automation

with Low Code Jason Adolf | Industry VP - Global Public Sector

Page 129: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Identifying the Right Use Cases for RPA

Not all manual tasks are a good fit for RPA!

LESSON LEARNED

Page 130: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Appian is an Enterprise Low Code Platform for

enabling Intelligent Automation

Page 131: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Appian’s approach to enabling

Intelligent Automation

Business Process

Management

(BPM)

Robotic

Process Automation

(RPA)

Artificial

Intelligence

(AI)

Emerging

Technology

Page 132: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Bu

sin

ess Im

pa

ct

Digital Transformation

RPA

Intelligent Automation

Automation of rule-based

and repetitive tasks

performed by people.

Automation of end-to-end

processes by bringing people,

robots, and systems together

Low Code helps in expanding RPA to

Intelligent Automation

Page 133: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

#1 Automate Human Activity

● RPA is great at automating manual tasks. However,

10-60% of processes need some human support.

● RPA COE’s usually respond to these needs by using

emails and spreadsheets which are hard to track, less

secure, and provide no SLA management.

● Appian applications help automate human in the loop

tasks like exception management, reconciliations, or

approvals that people perform and stay on top of

SLAs.

Page 134: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

#2 Business Reporting

● When automating end-to-end processes,

getting data-driven visibility is a challenge.

● Most RPA COEs are able to track RPA

Processes but lack visibility beyond that.

● Appian applications provide Reporting

capabilities accessible through web/mobile.

Gain end-to-end process visibility and

insights into robotic workforce.

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#3 Decision Management

● Many RPA process require complex

business logic. Defining and maintaining

business rules remains a challenge.

● RPA COEs use workarounds like defining

logic in Excel files or coding the logic

within the RPA Process.

● Appian’s Decision Designer is an intuitive,

zero-code interface that empowers

business users to own, create, manage

and change complex business logic.

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#4 Assisted Automation

● On-demand execution of RPA

processes remains a challenge for

RPA deployment.

● RPA COEs workaround this limitation

by building hacks like asking users to

trigger RPA processes by sending

email to a shared account.

● Appian applications enable Assisted

Automation and allows business users

to trigger RPA processes on demand.

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#5 Robot Scheduling

● Self-service scheduling of RPA process is

not supported.

● Starting a schedule or introducing a new

item requires RPA designer support.

● Appian applications provide scheduling

capabilities to help business users self-

serve and create schedules to run RPA

processes.

Page 138: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

● RPA processes often require documents

and OCR/ ICR capabilities.

● RPA COEs use shared folders or

products like SharePoint to manage

documents.

● Appian’s Document Manager allows

programmatic storing and retrieval of

documents and add it into RPA

processes.

#6 Document Management

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● RPA scales quickly and it is easy to deploy

many RPA processes however, it is hard to

have full visibility across enterprise with

100s of RPA processes deployed or in-flight.

● Automation COE cannot find all processes

in one view.

● Appian’s RWM Control Center allows full

visibility, compliance, and control over

enterprise- wide RPA deployments making it

easy to track and prioritize RPA processes.

#7 Automation COE Manager

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● RPA solutions have UI development

limitations. No way to add forms or

interfaces for users to view data.

● RPA COEs work around by using email to

send information and excel files to get

input from users.

● Appian provides an Interface Designer

that helps users easily build forms/ UI to

augment the digital workforce.

#8 UI Capabilities

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● RPA processes typically automate a part

of an end-to-end process

● RPA COEs are looking to build broader

solutions that automate entire end-to-end

process

● Appian’s Process Modeler helps combine

RPA processes with Appian processes to

create integrated processes that are

automated end-to-end.

#9 End-To-End Automation

Page 142: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

● RPA processes face the challenge of

viewing all data in one place.

● Legacy systems do not integrate and

disparate sources of info lead to a

disconnected picture of enterprise data.

● Appian’s Records and Integration

capabilities allow brining info from

records, databases, SaaS apps in one

centralized place. Also makes it easy to

deploy meaningful ML and AI applications

to augment digital workforce.

#10 Data Centralization

Enterprise Data Sources

Appian Records

DB DB

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Robotic Workforce Manager: Making RPA Accesible

• Align Human and Digital Workforce

• Empower Business Users to

Employ Digital Workers

• Identify Automation Opportunities

and Measure Impact of Automation

• Connect RPA to Greater Business

Processes

• Provide governance and control

over the digital workers

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Deployment Manager

• Identify automation opportunities

across the enterprise

• Measure and track the ROI of

automation

• Establish a COE with enterprise-

wide governance and control

• Perform impact analysis for RPA

processes

• Expand the automation program

& build a large backlog

Page 145: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Control Center

• Provide process-level and

deployment-wide analytics

• Empower business to start and

schedule RPA processes

• Track changes made to RPA

processes

• Set up process-level ownership

— business and technical owners

• Proactive monitoring and alerting

for robots

• Drive towards better robot

utilization

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Global Case/Exception Manager

• Automate human-in-the-loop

activities

• Manage RPA exceptions

automatically

• Get alerts and notifications when

a robot goes down

• Connect RPA with broader

business processes

• Drive a seamless collaboration

between robot bots and people

• Significantly expand the scope of

automation use cases

• Build forms & custom user

interfaces to augment RPA

Page 147: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Making Artificial Intelligence Accessible

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The Digital Transformation Platform.

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ENABLING THE INTELLIGENT ENTERPRISE

Intelligent Solutions Engineering brillient.net

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Company Snapshot

© Brillient Corporation 2003 – 2019. Proprietary & Confidential. All rights reserved. 150

Active in business since 2006 SB in $27.5M NAICS code 22 Govt., 14 comm. clients Prime contract vehicles

• GSA PSS (8(a), 874-1, C132-51), IT/70, 36 (records management)

• DHS PACTS II • CMS SPARC • Agency Prime BPAs – IRS, FDA, NIH, SBA

DUNS 134718985 | CAGE 463W1

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A company founded on innovation

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 151

Brillient is driven by a sense of purpose. Our mission is to protect, serve and care for the American people. Brillient’s work in our national security sector, at agencies like

DHS enables the mission to protect the American people. Our civilian sector projects serve the country ranging from

revenue collection to helping finance small businesses and securing the federal workforce.

Our healthcare sector work is focused on care for the American people ensuring safe medicines, treatments and better healthcare.

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Government & Commercial Experience

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 152

DOE

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Over 550 FTEs, 11 states, all 4 CONUS time zones RAMPS UP toolkit for rapid contract initiation

National CONUS footprint

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 153

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© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 154

We are solutions engineers focused on Information Management

• Big data analytics • Records management

ALICE - Intelligent Solutions • Intelligent analytics, computer vision,

Natural Language Processing (NLP), Robotic Process Automation (RPA)

Business Process Management • Operational support to the mission • Business process re-engineering • Property & asset management

IT Modernization

Digital Government

Intelligent Solutions

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Information Management

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 155

Converting Information into Actionable Insight

Case Study – IRS CDW

6 Petabyte DW

Integrating 10 years of individual and business tax returns

Metadata development

Data masking, cleansing

Data driven apps (tax audit, survey analytics)

Page 156: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

ALICE Intelligent Solutions

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 156

AI enabled solutions

Focus areas

Intelligent automation (ALICE)

Data analytics

Cognitive vision

Human interaction

DELIVER methodology

Benefits

Reduce costs

Increase efficiencies

Better CX

Intelligent Solutions combines domain knowledge and business process with technology to deliver value

An ecosystem of capabilities augmented by select partners and academia.

Intelligent Automation

Predictive Analytics

Cognitive Vision

Virtual Assistants

Scalable Models

Natural Language (NLP)

Solution Framework

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ALICE Intelligent Solutions

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 157

ArtificiaL Intelligence Cognitive Engines (ALICE)

is Brillient’s suite of intelligent solutions. Our ALICE suite of “Intelligent Solutions” reduce manual effort through automation, make the conduct of business easier, and make customer/citizen experiences friction free in interacting with our agency clients.

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Brillient’s Trajectory of AI Enabled Intelligent Solutions

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 158

We are focused on helping clients evolve along the trajectory of intelligent solutions to deliver efficiencies, lower costs, improve levels of service and achieve mission success.

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DELIVER: Methodology to Deliver Intelligent Solutions

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 159

Brillient has developed a 6 step DELIVER methodology for implementing Intelligent Solutions. DELIVER is designed to Reduce execution risk and

offers a step by step process to deliver successful results.

Helps identify opportunities with the best business case to deliver an optimal Return On Investment (ROI).

Proven on client engagements.

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ALICE RPA in action

© Brillient Corporation 2003 – 2019. Proprietary & Confidential. All rights reserved. 160

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Business Process Reengineering

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 161

Transformational Value through Holistic Improvement

Case Study – DOE LBNL

Symptom = data quality issues

Conducted detailed “As Is”, “To Be” and Gap Analysis

Delivered 47 prioritized improvement recommendations

Assisted with implementation

Vastly improved processes

Redesigned org structure

Clearly defined roles

Training materials

Delivered 21% annual savings

Brillient’s Business Process Reengineering (BPR) solutions combine “science and art” to holistically assess and improve processes, technologies, people

As Is Gap

Analysis To Be

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Brillient Innovations for automation

© Brillient Corporation 2003 – 2019. Proprietary & Confidential. All rights reserved. 162

Intelligent Solutions ALICE – intelligent agents DELIVER – delivery methodology

Data Science Metadata Automator – 88% automation, 5X productivity HARMONIC – data integrity, solves GIGO problem Social Network Analysis (SNA) Data Masking

ENCORE - Enhanced Cost Optimization and Recovery for credit data services

Brillient Records Analytics and Information System (BRAINS) AssetManager – mobile app for enterprise asset management,

>70% cost savings

Page 163: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA partnerships

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 163

Brillient has partnered with the top RPA vendors in the market today – with proven capabilities and public/private sector footprint. We have trained and certified developers. Solutions center environment for implementation. Partners in alphabetical order.

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Key RPA lessons

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 164

According to E&Y study, 30% - 50% of initial RPA projects fail. Key lessons. • Industry too early in lifecycle. Be open minded on vendors. • Business + IT partnership is important. RPA tools are software running

on an agency machine. • Opportunities to automate even imperfect processes. BPR can be

concurrent with automation. • Scaling pilots to full production implementation – more complicated. • Design for post automation – training, sustenance, costs. • RPA is not a band-aid for improvements to IT systems. My forthcoming article “RPA, the top 10 things to know” out soon.

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Join the ACT-IAC IA Working Group

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 165

ACT-IAC (act-iac.org) is the only government + industry association focused on solving government problems

• Emerging Technology Community of Interest (COI) • Intelligent Automation (IA) Working Group

• Ed Burrows, GSA is Government Chair • Sukumar Iyer, Industry Chair • IA primer released last year • IA playbook – being finalized for release, v 1.0 focused on RPA • V2.0 playbook focused on intelligent automation

• Join us, we need agency participants • Learn as well as contribute

Page 166: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Hope this was fun

© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 166

Sukumar Iyer [email protected] 703 463 9540 @sukumariyer on twitter https://www.linkedin.com/in/sukumariyer/

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www.collabralink.com

8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777

Proprietary and Confidential

Simply

Efficient

Proprietary and Confidential

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www.collabralink.com

8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777

Proprietary and Confidential

168

CollabraLink Technologies

CollabraLink is committed to partnering with Federal clients to

provide simple and intuitive solutions that increase

efficiency, mission-effectiveness, and enhance citizen engagement.

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The CollabraLink Advantage

169

CollabraLink is a Small Business offering a full suite of digital services solutions

to empower our customers’ mission, business & IT portfolio priorities

Human-

Centered

Design Our HCD-driven

process yields intuitive and highly-usable

products for the end user community..

Data

Analytics CollabraLink promotes Data driven analytics

best practices to power mission aligned

solutions with next gen data solutions.

Agile

DevSecOps We couple solutions

with digital best practices, DevSecOps and orchestration to

yield operational efficiencies.

Digital

Platforms We architect our solutions atop

FedRAMP-certified PaaS & SaaS

alternatives to deliver and scale functionality

rapidly & securely

Intelligent

Automation

and

RPA We are at the forefront

of emerging technologies with

intelligent automation to digitize and future-proof our customers’

solutions

Page 170: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Federal Contract Vehicles

Our contract selection includes government-wide and agency-specific contracts, including the recently awarded

Alliant SB II vehicle, as well as Best In Class (BIC) vehicles, including the 8(a) STARS II and CIOSP38a

vehicles.

Prime GWACs /

IDIQs

CMS SPARC (8a

Prime)

GSA Alliant II SB

(Pending)

CIO-SP3 SB

(Pending)

8(a) Program

GSA STARS II: GS-

06F-1110Z

Directed awards up

to $4m

GSA Schedule

Contracts

Schedule 70: GS-35F-

0398V

Including Special Item

Number (SIN) 132-56

for all Health IT

services

GSA Professional Services

Schedule (PSS): GS-10F-

055BA

IDIQ Contract

Government-Wide Use -

Army, DoD, and other federal

agencies

No Contract Usage Fee

Decentralized Ordering - Task

Orders issued via CHESS IT

e-mart -

https://chess.army.mil/Contrac

t/ELA/1502060

Performance-Based Cost,

T&M, FFP, and Cost

Reimbursement (CR) Task

Orders

Prime GWACs /

IDIQs

NITAAC CIOSP3 SB

and 8a:

Directed awards up

to $4m. These IT

solutions include,

scientific, health,

administrative,

operational,

managerial, and

information

management

requirements.

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171

Key Tenets CollabraLink’s delivery

approach is philosophically

adherent to concepts found

in the US Digital Services

Playbook

We employ human-centered design principles to produce

exceptional user experiences for all users & stakeholders

(USDS Plays 1-3)

We leverage an Agile development methodology to build

solutions, beginning with a Minimum Viable Product

(MVP) iterated upon for further maturity.

Our teams are staffed by highly experienced resources

across all disciplines to partner with our customers

through this process (USDS Plays 4, 6 - 7, 11 - 12)

We architect our solutions atop modern, cloud-based

technology stacks, with extensive use of leading open-

source development toolsets (USDS Plays 8 - 10, 13)

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“It is wonderful how much may be done, if we are always doing.” – Thomas Jefferson

172

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Proprietary and Confidential

RPA is not

AI / ML

▸Can augment AI with faster data feeds

▸Easily programmable bots

▸Can be powerful and intuitive

▸Is intelligent

▸Supports modernization at scale

▸Augments capacity and speed on demand

▸Increases accuracy

▸Can improve data ingestion, data storage, data output

WHAT RPA is

173

Page 174: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

CollabraLink RPA implementations

CollabraLink is implementing RPA solutions with multiple RPA products at federal agencies to effectively automate tasks, streamline processes, increase employee productivity, and ultimately deliver digital transformation for enriching and fulfilling customer experiences.

174

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www.collabralink.com

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Proprietary and Confidential

Implementation Snapshot

▸ WHAT: Automating repetitive, high volume and long running and rules driven tasks

▸ WHO: Partnered with product leaders in the RPA space to implement federal solutions for modernization with certified developers on staff

▸ WHY: This is the future of automation with digital transformation

175

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Proprietary and Confidential

Sample 1: RPA implementation

Facilitating modernization, deployment, operation, and expansion of business processes for a budget lifecycle application.

WHAT: Improving Budget Lifecycle

Driving Budget lifecycle optimization with a grant-making agency to ease recipient burden, reduce the existing number of legacy grant rules, and workflow steps

Enhancing federal partners’ budget lifecycle framework with attended RPA - setting it up such that anyone can run and manage the bots

Robotic console to manage the robot worker bots

HOW: Agile frameworks & Digital Playbook integrated solutions

Delivering, developing and executing a comprehensive design, development, testing, and implementation solution

Providing solution delivery in an iterative manner for rapidly improved customer experience

176

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Proprietary and Confidential

Sample 2: RPA implementation

Facilitating modernization, deployment, operation, and expansion of HR and job posting/screening process

WHAT: Improving the HR and Recruitment process

CURRENT

Attended RPA - leading the intelligent optimization of high volume and tedious

work done by automating job postings connecting to internal and external

application

Internal Bots scrapped data from a webpage, triggered by specific events, actions,

or commands an employee engaged within a specific workflow. Bots downloaded a

pdf

External system - Bot logged into the external system and created a new job

posting and sent an email to the user with a screenshot

Automates partially documented repetitive process

NEXT STEPS

Unattended RPA - Server-side automation of repetitive alerts running on the server

POSITIVE RESULTS and IMPACTFUL OUTCOMES:

Live within 2 weeks of start – with reusability, website interaction, document

management, and email integration

Reduced 11,000 worth of man hours task load to free up personnel to work on

higher end functions and managing the bots

Entire process now takes 58 seconds – used to take over 2 weeks.

177

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Proprietary and Confidential

Lessons learned

▸Engage the business and users very early in the tool assessment process – Used HCD to understand the need, pain to be resolved

▸Review tool’s “extent of the possible” – numerous implementation possibilities

▸Think in terms of outcomes and what was needed to complete automation of process steps

▸Consider governance and security plan for the robots

▸Identify & segregate UI Layer interactions & Business Logic interactions

▸Identify all the requirements of the process whether is part of scope or not

▸Identify frequency of changes on the User Interface to the target system

178

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Proprietary and Confidential

Want to learn more…

▸Reach out to us [email protected]

179

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Questions

180

Page 181: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Automation Best Practices Community of Practice (CoP) Industry Day PREM JADHWANI CHIEF TECHNOLOGY OFFICER [email protected] PHONE: 703-554-3827

SEPT 3, 2019

Page 182: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Process Automation Use Cases

182

Page 183: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA – Capabilities and Benefits

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184

Page 185: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Software Selection Criteria

Page 186: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA

Gartner

Magic

Quadrant

2019

Page 187: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government
Page 188: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Create RPA Metrics & KPI Dashboard

Page 189: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

The Automation Journey

Page 190: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

4 Step RPA Journey

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RPA Use Cases in DoD (Army)

192

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Page 194: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Challenges & Best Practices

Page 195: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA Challenges & Best Practices

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196

Page 197: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Dedication is our DNA…. “ ” Mission is our mindset!

Prem Jadhwani

Chief Technology Officer

Government Acquisitions Inc.

[email protected]

703-554-3827

Page 198: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

RPA: 3 steps and 3 myths

John Lockwood – Director, Federal Advisory

September 3, 2019

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© 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services

and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

All rights reserved.

199 199 199

Step 1: Find

― Process to find

– Center of excellence can help

― What Automations do we need to do

– Can the process be automated?

– Is it worth it? ROI

1 “Any sufficiently

advanced

technology is

indistinguishable

from magic.”

- Arthur C. Clarke

Myth 1: Breaks policy

― Non-Person Entity (NPE)

― CAC/PIV enabled sites

― Accreditation – it’s just software 1

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© 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services

and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

All rights reserved.

200 200 200

Step 2: Build

― Resilience

– Latency/down issues

― Agile = interaction with process owner

– Is it stable?

– Repeatable?

2

“Some people call

this artificial

intelligence, but the

reality is this

technology will

enhance us. So

instead of artificial

intelligence, I think

we'll augment our

intelligence.”

- Ginni Rometty

Myth 2: Build once, then forget

― OS/Browser changes

― URL changes

― Process changes

– Process policy

2

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© 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services

and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

All rights reserved.

201 201 201

Step 3: Run

― Schedule

― “Breaks” process

― Reports

― Metrics

3

“The development of full artificial

intelligence could spell the end of the

human race….It would take off on its

own, and re-design itself at an ever

increasing rate. Humans, who are

limited by slow biological evolution,

couldn't compete, and would be

superseded.”

- Stephen Hawking told the BBC

“You have to talk about 'The

Terminator' if you're talking about

artificial intelligence. I actually think

that that's way off. I don't think that an

artificially intelligent system that has

superhuman intelligence will be violent.

I do think that it will disrupt our

culture.”

- Gray Scott

Myth 3: Terminator

― Bot does what we tell it to do

― No decision except simple if/then

3

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202

Find

Build

Run

3 steps and 3 myths of RPA

Steps

5

“Artificial intelligence would

be the ultimate version of

Google. The ultimate search

engine that would understand

everything on the web. It

would understand exactly

what you wanted, and it would

give you the right thing. We're

nowhere near doing that now.

However, we can get

incrementally closer to that,

and that is basically what we

work on.”

- Larry Page

1

2

3 Breaks policy

Build once,

then forget

Terminator

Myths

1

2

3

© 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services

and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

All rights reserved.

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© 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services

and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

All rights reserved.

203 203 © 2019 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services and is a Swiss entity with which the independent member firms of the KPMG network are

affiliated.

All rights reserved.

203

“Some people worry that artificial

intelligence will make us feel inferior, but

then, anybody in his right mind should

have an inferiority complex every time he

looks at a flower.” - Alan Kay

Page 204: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Thank you

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© 2019 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of

independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All

rights reserved. The KPMG name and logo are registered trademarks or trademarks of KPMG International.

The information contained herein is of a general nature and is not intended to address the circumstances of any

particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no

guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the

future. No one should act on such information without appropriate professional advice after a thorough examination

of the particular situation.

kpmg.com/socialmedia

Some or all of the services described herein may not be

permissible for KPMG audit clients and their affiliates.

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206

Automation Systems Integrator and Consultancy

Perspectives: Presentation and Q&A

Jason Adolf: Federal Practice Lead – Appian Corporation

Sukumar Iyer: Chief Executive Officer – Brillient Corporation

Sudha Venkateswaran: Senior Director – Collabralink Technologies, Inc.

Prem Jadhwani: Chief Technology Officer – Government Acquisitions,

Inc.

John Lockwood: Director of Federal Intelligent Automation – KPMG

Page 207: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

Closing Remarks 4:55 PM – 5:00 PM

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208

Closing Remarks

Harrison Smith, Deputy Chief Procurement Officer, IRS

Deputy Chief Procurement Officer

Internal Revenue

Service

Harrison Smith

Harrison Smith is the Deputy Chief Procurement Officer in the Office of the Chief Procurement Officer

at the Internal Revenue Service (IRS). He is responsible for all acquisition programs and contractual

commitments for equipment, supplies, and services for IRS and Treasury Departmental Offices (over

$2 billion annually).

Prior to joining the IRS, Harrison served in various roles at the Department of Homeland Security (DHS)

and Naval Sea Systems Command. As the Industry Liaison for DHS, he was responsible for providing

leadership and direction for DHS offices and outside officials for all aspects of the DHS industry

engagement program. He also promoted rapid and innovative approaches to solving complex

problems, and served as a principal advisor to the Chief Procurement Officer on matters relating to

procurement.

Harrison has 15 years of operational procurement experience, including acting as the Contracting

Officer for several multi-billion dollar IT procurements. As the Director of the Enterprise Acquisitions

Division with DHS, he was responsible for a portfolio of 25 strategically-sourced contracts with a

cumulative value of $68 billion. He has also worked in policy and strategic analysis positions on the Hill,

and has supported the Special Assistant to the Secretary of the Navy for Business Initiatives and the

Chief of Naval Operations Executive Panel under the auspices of the Presidential Management

Fellows program.

Harrison was born in Virginia, and currently resides in Alexandria, VA with his wife and four children. He

holds a B.A. in International Relations and an M.A. in US Foreign Policy from The American University,

and an M.B.A. from George Washington University. Harrison brings a wealth of leadership, acquisition,

and operational experience and a high standard of professionalism.

Currently, Harrison is focusing on utilizing intelligent automation and machine learning solutions to

improve government services, and creating a repeatable and flexible structure for deploying

innovative technologies to support the government’s mission.

Harrison Smith

Page 209: Robotic Process Automation Industry Day · Robotic Process Automation Industry Day September 3rd, 2019 Realizing the Power of RPA to Transform Government

209

Closing Remarks

Ed Burrows, RPA Program Manager, GSA

RPA Program Manager

General Services

Administration

Ed Burrows

Edward Burrows is the Robotics Process Automation (RPA) Program

Manager at GSA for the Office of the Chief Financial Officer, the

Chair of the Federal RPA Community of Practice and the

Government Co-Chair of the ACT-IAC Intelligent Automation

Working Group.

Ed is the 2019 recipient of the Leadership in Technology Innovation

Award of the Association of Information Resource Management

(AFFIRM). Under Ed’s leadership the GSA RPA Program received the

2019 GCN Government Innovation Award.

Prior to joining GSA in 2015, Ed led financial operations and

programs in the telecommunications industry, including senior

leadership positions at MCI, Concert Communications, BT Group,

and Telarix. Ed holds a B.A. in Economics from The Pennsylvania

State University and a M.A. in Economics from University of Virginia.

Ed Burrows