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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
3
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
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
5
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)
Keynote Remarks 9:00 AM – 9:15 AM
7
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
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
Industry Outlook on Automation
and Emerging Technologies in
the Public Sector 9:15 AM – 10:30 AM
10
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
Keynote Remarks 10:30 AM – 10:45 AM
12
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
Networking Break
10:45 AM – 11:00 AM
Government and Industry:
Partnering for Success
11:00 AM – 12:15 PM
15
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.
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)
Apps
Integration
Text Manipulation(Microsoft Word)
Decision
Support
Automation
Microsoft/Windows
AppsGoogle Apps GSA Apps
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
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)
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
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
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
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
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
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
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
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
IRS Procurement Bot
September 3, 2019
Contractor Responsibility Determination Bot (CR Bot)
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.
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.
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
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:
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
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)
© 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
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
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.
Lunch and Networking Break
12:15 PM – 1:15 PM
Keynote Remarks: Federal
RPA Landscape & CoP
Vision 1:15 PM – 1:30 PM
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
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
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.
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
Automation Platform Provider
Viewpoints: Presentations and
Q&A
1:30 PM – 3:00 PM
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
An Overview of AAI’s
Intelligent Automation Platform:
Federal CoP: RPA Industry Day
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.
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:
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.
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
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
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
3,100+ Global Enterprise Customers
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.
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
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
Commercial in Confidence
Blue Prism Government
Solutions
Connected RPA – Intelligent Automation
The Digital Workforce of the Future
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
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.
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
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
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
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
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
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
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.
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
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.
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
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
Commercial in Confidence Commercial in Confidence 71
Accelerating Rate of Change
…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
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
5
Greater ability to achieve purpose and focus on mission
6
“…RPA does not provide long-term answers...
Integrated Automation is how you transform your
business.” Saurabh Gupta Chief Strategy Officer,
HFS
.
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
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
10
11
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
84
RPA – The Power of
People/Robot Partnership
August 2019
86
Agenda
• The Future of Automation • Enterprise Automation
• Attended v. Unattended Automation
• Driving Business Value
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
150+ Companies in our global partner
network
8,000+ Customers worldwide
Insurance | Banking | Healthcare | Telecom IT & Networking | Manufacturing | Logistics
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.
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
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
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.
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
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.
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
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.
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.
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
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
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.
Use Case
101
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
Networking Break
3:00 PM – 3:15 PM
Keynote Remarks 3:15 PM – 3:25 PM
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
Automation Systems Integrator
and Consultancy Perspectives:
Presentations and Q&A 3:25 PM – 4:55 PM
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
Enabling Intelligent Automation
with Low Code Jason Adolf | Industry VP - Global Public Sector
Identifying the Right Use Cases for RPA
Not all manual tasks are a good fit for RPA!
LESSON LEARNED
Appian is an Enterprise Low Code Platform for
enabling Intelligent Automation
Appian’s approach to enabling
Intelligent Automation
Business Process
Management
(BPM)
Robotic
Process Automation
(RPA)
Artificial
Intelligence
(AI)
Emerging
Technology
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
#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.
#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.
#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.
#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.
#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.
● 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
● 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
● 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
● 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
● 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
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
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
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
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
Making Artificial Intelligence Accessible
The Digital Transformation Platform.
™
ENABLING THE INTELLIGENT ENTERPRISE
Intelligent Solutions Engineering brillient.net
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
A company founded on innovation
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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.
Government & Commercial Experience
© Brillient Corporation 2003 - 2019. Proprietary & Confidential. All rights reserved. 152
DOE
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
© 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
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)
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
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.
Brillient’s Trajectory of AI Enabled Intelligent Solutions
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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.
DELIVER: Methodology to Deliver Intelligent Solutions
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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.
ALICE RPA in action
© Brillient Corporation 2003 – 2019. Proprietary & Confidential. All rights reserved. 160
Business Process Reengineering
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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
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
RPA partnerships
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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.
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.
Join the ACT-IAC IA Working Group
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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
Hope this was fun
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Sukumar Iyer [email protected] 703 463 9540 @sukumariyer on twitter https://www.linkedin.com/in/sukumariyer/
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
Proprietary and Confidential
Simply
Efficient
Proprietary and Confidential
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.
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
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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Proprietary and Confidential
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)
“It is wonderful how much may be done, if we are always doing.” – Thomas Jefferson
172
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
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
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
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
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
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
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
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
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
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
www.collabralink.com
8405 Greensboro Drive, Suite 1020 • McLean, VA 22102 • 703.639.1777
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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Proprietary and Confidential
Questions
180
RPA Automation Best Practices Community of Practice (CoP) Industry Day PREM JADHWANI CHIEF TECHNOLOGY OFFICER [email protected] PHONE: 703-554-3827
SEPT 3, 2019
RPA Process Automation Use Cases
182
RPA – Capabilities and Benefits
184
RPA Software Selection Criteria
RPA
Gartner
Magic
Quadrant
2019
Create RPA Metrics & KPI Dashboard
The Automation Journey
4 Step RPA Journey
RPA Use Cases in DoD (Army)
192
RPA Challenges & Best Practices
RPA Challenges & Best Practices
196
Dedication is our DNA…. “ ” Mission is our mindset!
Prem Jadhwani
Chief Technology Officer
Government Acquisitions Inc.
703-554-3827
RPA: 3 steps and 3 myths
John Lockwood – Director, Federal Advisory
September 3, 2019
© 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
© 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
© 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
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.
© 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
Thank you
© 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.
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
Closing Remarks 4:55 PM – 5:00 PM
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
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