Intelligent Automation Robotic Process Automation (RPA)
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Summary • Introduction • The AI (Artificial Intelligence) Stack • CiGen, Experience and Services • Overview of Robotic Process Automation (RPA)
• Key Automation Benefits • UiPath • UiPath Studio Demonstration • Implementation • Proof of Concept, Pilot Stages, Full Production • Next Steps
Ci Gen Pty Ltd (CiGen)
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The AI (Artificial Intelligence) Stack
AI Stack
Description
Basic Automation
Macros, Specific Application automation, attended only
Macros, Nice, desktop only
Robotic Process Automation (the grunt worker)
Autonomic Platforms (machine Leaning introduction
Ci Gen Pty Ltd (CiGen)
Structured Data, rules, attended & unattended, ability across the majority (if not all) applications Decision policies, auto adaption, machine learning, adapt to changing processes
Cognitive Computing
Ambiguity, Uncertainty, works with conflicting data, adaptive, contextual, interactive, iterative, offers synthesis-not just information
True Artificial Intelligence
Not there yet
Companies Excel, various applications
UiPath, Automation Anywhere, Blue Prism
ABBYY, IPSoft, Arago, Google, Amazon,
IBM Watson, Amelia, Celaton
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Key Automation Benefits
• Accuracy improvement
• Service cost reduction • Maintain and/or improve competitiveness • Headcount flexibility • Staff have time to concentrate on higher value activities • Revenue leakage reduction
• Regulatory reporting improvement • Business expansion using the benefits of Automation • Potential improvement in employee satisfaction • Backoffice to Frontoffice • Processes fully documented Ci Gen Pty Ltd (CiGen)
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What Processes are best suited to RPA
Ci Gen Pty Ltd (CiGen)
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Industries, Process Types and Applications we have worked with Industry Type
Process Types
Application Platforms
Government
Timesheet, GST, Payroll, Personnel Updating, Audit
Banking
End of Day, Mortgage, Regulatory Reporting, Audit
SAP, Service Now, Aurion HRIS, Web Banking Systems, LendFast, UltraData, Apply Online, Workflow Manager, SharePoint, Ultracs (Terminal screen)
Finance
Lease Docs, Post Lease Disposal, BI Reporting, Purchasing, AP Invoice, AR Invoicing, Equity Price Maintenance, Multi Record Audit, Bank reconciliation
SAP (GUI/UI), Garradin, Finance One (F1) Accounting, Web
Citrix
Hospitality and Auto Club
Individual Hotel Night Audit, Bank reconciliation
Propriety property management systems (room, bar, dining, mini bar, in room dining, special events, etc.), Web
Word Email (Outlook, IMAP, Exchange, etc.)
Utilities
Asset DB Updates - Meter add, change, removal
IBM Maximo, SAP
Internet Explorer (IE)
Mining
Payroll run automation, Payroll variance & standard reports, Supplier Setup, ABN Active Check, Purchase Order entry – small to medium PO’s, Warehouse Receivable , Reporting, Bank Recon
Pronto, MicroPay, Errol
Accounting
AP, AR, GL, GST data extraction & Entry, Bank Recon
NetSuite, Xero, Reckon – Cloud Apps
Media
Superannuation, AR, AP
SAP, Bank Apps, Web
Ports
AP, Supplier Statement Month system compare, Audit, Revenue Leakage
Microsoft Dynamics AX ERP, Proprietary container vehicle tracking systems
FMCG Food
Proof of Delivery, Metcash Portal, Product Delivery Sheets, Delivery Labels, Bank Recon
Netsuite, Metcash Portal, ABBYY – Web, Cloud Apps
HR/Job Search
Job DB Cleanup, Candidate Data Updates, Vehicle Licence Check, Visa Active Check,
Bullhorn Recruitment Software, Web – Cloud Apps
Medical
Patient Record Update and Transfer
Custom Patient Applications
Ci Gen Pty Ltd (CiGen)
Standard Applications
Excel
Google Chrome Firefox File Explorer Acrobat DC Pro Microsoft MODI OCR Google OCR Acrobat 11 Reader SharePoint
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CiGen Services UiPath Solution Sales
CiGen is an authorised global reseller of all UiPath products. We can assist you with all your Studio, Orchestrator, Front Office and Back Office Robot requirements.
Proof of Concept
With the installation of a UiPath Studio on your premises, CiGen can assist you to determine the viability of Intelligent Automation in your real world environment. We automate various elements of your chosen processes to ensure your applications and environment are accessible and readable. It’s a good quick and inexpensive way for you to see first hand how automation might operate in your business.
Pilot
CiGen can drive the initial automation during the Pilot stage and/or we assist your CoE team in developing your early steps in RPA.
Design and Implementation
CiGen’s Design and Implementation services are focused on a long term and ongoing capability to ensure Intelligent Automation is and remains a labour augmentation program that benefits the organisation well past the initial stages of implementation. We can help you to; Identify the work flows and processes that are suited to Intelligent Automation. Develop an enterprise wide approach to obtain the greatest benefits from Intelligent Automation. Determine Automation software and number of Robot licences required to achieve the benefits for the Intelligent Automation approach above. Define a training and implementation plan with the control and support structure in place to effectively run the Intelligent Automation program efficiently. Use the above factors to build a benefits and business case for Intelligent Automation adoption. Manage the program and associated projects using standardised project management practices to ensure that your expectations are met on time and within budget.
Management
CiGen can provide full management of your automation development and RPA platform.
Training
CiGen can provide clients with detailed training covering Advanced content required to automated your processes.
Support
CiGen provides Tier 2 product break/fix support (included when UiPath software products ordered. CiGen can also provide specialised support services covering areas such as: mentor support, CoE regular monthly reviews/Q&A, automation audit services and full management RPA management support, etc.
Robots for Hire
CiGen has a fleet of Backoffice Robots that can be utilised for small & medium companies, one-off data projects.
Ci Gen Pty Ltd (CiGen)
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Robotic Process Automation Why are you Implementing RPA
Ci Gen Pty Ltd (CiGen)
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Cost reduction?
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Improved accuracy?
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Improved customer satisfaction?
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Robot scaling capability and Agility?
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Better utilisation of existing staff to improve or expand your products and services?
Critical success factors
Have you determined your critical success factors and shared them with relevant stakeholders and/or staff?
How does RPA help transform an organisation
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Improves your customer experience and satisfaction.
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Improves your workforce’s value – they move from repetitive jobs to higher value leading to potential improvement work satisfaction.
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Improves Risk, Compliance and Audit management through reduction of errors and improved consistency/accuracy of reporting.
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Fully documented end-to-end RPA processes.
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Analytics – gain control and visibility over the RPA processes.
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Greater application integration and upgrade control.
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Getting Started What is your beginning strategy for RPA? Identify the right Processes for Automation Create an RPA Process Automation Roadmap
Robustness of current processes (as is) – are they documented and if so, how?
You need a measure – do you have current process times/costs to enable you to compare to robot automation?
Don’t keep your broader staff in the cold (word always gets around)
Expectation management – you build over time (quickly), but not in one day
RPA Centre of Excellence (CoE), RPA Managed, or a combination of both?
Robots are not the whole solution. You will still need people to solve the cognitive parts of processes
Simplify processes for robotics (doesn’t need to designed for a person)
Robots are not set and forget. Things change (processes, documents, application updates, etc.)
Ci Gen Pty Ltd (CiGen)
Do you need to automate every process iteration? Be aware of over refining workflows (what is the cost benefit of including every process scenario)
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RPA Centre of Excellence (CoE) RPA Centre of Excellence (CoE), CiGen Managed, or a combination of both? What type of skills are required to form and run a CoE RPA team? Let every department do their own RPA?
Ci Gen Pty Ltd (CiGen)
If I can do one robot, I can do 1,000 (a common error at early stages of the RPA journey)
Identify process experts. Your experts may become part of the Centre of Excellence (CoE), or provide guidance to the CoE.
Backup skills for CoE team?
Have a plan in place in case key process team members leave before the RPA rollout is complete?
Build up to complex processes over time (let the team learn and grow as it’s faster than throwing them in the deep end)
Training plan - entry level and advanced
RPA analytics, measurement and reporting – what do you need?
Testing end to end (Test Environment/Production)
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Key Departments - HR Common Mistake – the People Strategy comes later The role of HR and are they across the plans?
Ci Gen Pty Ltd (CiGen)
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HR needs to be across your broader RPA plans
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Discuss with staff early to prevent rumour and non-cooperation
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Who do you need and where?
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Determine people change and/or skill upgrade strategy – Are you retraining and moving people to other roles or expanded roles?
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Are you moving people from the back office to the front office to assist customer service and sales?
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Determine your retention strategy for RPA talent pool
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What roles may become redundant?
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Key Departments - IT You can’t do the full RPA server solution without IT When do you require IT? Sufficient IT support for RPA platforms
Ci Gen Pty Ltd (CiGen)
Role and inclusion of IT
Maintenance & support for all related ICT technologies
Robots are users too – they will need access to Office apps, PDF, Email, business applications etc. to automate processes
Application and RPA change management (changes/upgrades can/will affect RPA workflows and operation)
Screen resolution standardisation (Studio PC’s and robot servers)
Non Production RPA Environments (Training, Testing)
DR RPA Strategies: •
Power failure, carriage, communications, network failure
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Applications failure, Security failure or intrusion, etc.
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Where to Start 1. Conduct a Proof of Concept/Value We provide one or two people for two days free of charge to conduct a proof of concept on your premises. UiPath Studio is provided free for 60 days (full non production version)
2. Pilot and Training Time (Stage 1) Moving to the Pilot stage is common. The Pilot can start simple and low cost (UiPath Studio’s only) and move to full Back Office solution later in the Pilot. Guild staff undergo free UiPath online general training. CiGen can automate the early processes and/or assist the CoE team Pilot Stage 2 • Build server infrastructure (production & development*) • Buy UiPath Software • Review CiGen Services • Undergo UiPath Orchestrator training • Develop automation procedures • Develop UiPath Orchestrator run procedures • Test, Test, Test • Establish failover procedures
3. Full Production Move to full production and ramp up over time Ci Gen Pty Ltd (CiGen)
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UiPath Studio Technical Requirements
Desktop/Laptop specifications:
Ci Gen Pty Ltd (CiGen)
2-4 Core 64-Bit 8Gb Ram + OS – Windows 7 (KB2533623) to Windows 10 Pro Disk – 250Mb + Display Drivers – updated to latest version Display Resolution Range – 800 x 600 to 1920 x 1080 .NET Version 4.6.2 Microsoft MODI OCR – Free (contained with SharePoint)
On-board Apps and access required for local PoC Microsoft Office (Excel, etc.) Email Access (i.e. Outlook – if required for robot process) Acrobat Reader 11 or DC (for PDF OCR extraction) Access to Internet to enable downloading software and relevant updates.
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About CiGen
Ci Gen Pty Ltd (CiGen)
Commercial in Confidence
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