accountantsdag 2017 - joris juttman - robotics

Finance Robotics

Door: Joris Juttmann

Director Advisory KPMG

Woensdag 22 november 2017

13.15 – 14.30 uur

15.00 – 16.00 uur

2

c o l o u r

Awareness sessie – Robotics

©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International

provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such

authority to obligate or bind any member firm. All rights reserved.

3

c o l o u r





Three activity spheres within the current business function

4

c o l o u r





Commodore 64

5

c o l o u r





Time

Pro

du

cti

vit

y

yy

1 100 year

2

Mechanic systems

Information systems

Cloud

4 5 year

Cognitivesystems

5

35 year

3

Internet systems

15 year

Cognitive automation will enable next wave of automation

6

c o l o u r





AdvancementsinProcessAutomation

Advancements in Machine Intelligence

Human labour

Robotics (Enhanced

Process Automation)

Autonomic/Cognitive

Robotics

Basic Process

Automation

Two dominant routes leading to Cognitive Robotics

Rules

mapping

Sreen

scraping

Processing of Unstructured Data and Base Knowledge

Workflow

Adaptivealteration

Natural language processing

“Big Data” Analytics

Artificial Intelligence

MachineLearning

Large-scaleProcessing

Adaptivealteration

NaturalLanguageProcessing

“Big Data”Analytics

Large-scaleProcessing

MachineLearning

ArtificialIntelligence

7

c o l o u r





The influence of Robotics on the business function

Business

Partner

8

c o l o u r





Shifting human workforce to value-adding activities

Cognitive

Robotics

Process

Robotics

Business Function 2016

Business Function 2020

Business Partner

Functional Business

Transactional Business

Business Partner

Functional Business

Transactional Business

9

c o l o u r





Po

int-

to-P

oin

tG

en

eri

c

Process robotics Cognitive roboticsEnhanced & Machine Learning

PtP

SDA

RPA

Cognitive

ERA

Robotics solution overview

10

c o l o u r





Process Robotics key ingredients

Work QueuesProcess mapping Object studio Control room

The work queue holds the

backlog for each of your

defined processes

Visual representation of

tasks and steps

performed by robot

A library of reusable

objects that can be used

when performing

processes

Manage your robots from

the control room

Map your processes

using level 4 detailed

working instructions

Most tooling allows the

process owner to monitor

the processes (e.g. how

often does a specific

exception occur?)

Process mapping speed

increases as more

objects have been

defined

Highlights specific

elements of

SAP/Oracle/Websites/

Excel…

Keep track of your

backlog

Decide which processes

to run based on the size

of the work queue

Decide which processes

to run

Assign processes

manually, or

automatically (when the

work queue >100 items,

every night at 03.00h or

when a file is saved at a

specific folder location)

11

c o l o u r





Demo process example

Open Mailbox &

Read Structured Invoice Request

Open SAP

Use data from e-mail to make

Intercompany booking

Generate invoice

Store outcomes &

Send E-mail to requestor

Open Mailbox &

Read Structured Invoice Request

Open SAP

Use data from e-mail to make

Intercompany booking

Generate invoice

Store outcomes &

Send E-mail to requestor

12

c o l o u r





Benefits

Accuracy

Efficiency

Process

ImprovementQuality

Costs

Governance

Control

Compliance

Benefits of Robotics

13

c o l o u r





6Demo example of IPsoft Amelia

How does IPsoft Amelia work? Implementation of IPsoft Amelia

at public sector company

(Enfield Council London)

Demo 1 Demo 2

https://www.youtube.com/watch?v=M7X0i53nG0s

https://www.youtube.com/watch?v=M7X0i53nG0s

14

c o l o u r





Awareness Workshop

■ Build the Finance Robotics solution for each use case

■ Enable and train users in Finance Robotics tool for adaptation and implementation purposes

■ Run Finance Robotics solution once steady-state is achieved

■ Roll-out to other identified target processes

Process Workshop

■ Understand the impact of Finance Robotics on the business

■ Raise awareness

■ Usually C-level audience

Proof of Concept

■ Understand business target areas

■ Identify potential (E2E) target processes for Finance Robotics

■ Usually processowner audience

Pilot

■ Perform vendor selection process (including long-list, short-list and demonstrations)

■ Implement Finance Robotics for the ‘happy flow’ of the target process(es) to demonstrate the product feasibility

Implementation & Further Roll-out

■ Use design thinking and rapid prototyping to finalize detailed solution architecture

■ Integrate with enterprise systems

■ Configure and teach software robots

■ Test and deploy solution

2 hours 1 week2 weeks per

POC process

Depending

on

scope

Depending

on

scope

A typical Process Robotics journey

15

c o l o u r





Robotics implementation framework

Organisational

Structure and

Governance

Process

delivery and

deployment

Technology

Vendor

Management

Performance

and Risk

Managemen

t

People and

Competences

Robotics

1

2

35

4

6

16

c o l o u r





Criteria

Proces Robotics criteria

Evaluatie van doelprocessen voor Robotics

Proces Robotics kan werk sneller en efficiënter uitvoeren dan de huidige handmatige methode. Als we processen evalueren voor Proces Robotics, dan identificeren we transactionele activiteiten die voldoen aan de volgende criteria:

Hoog volumeTransactioneelRule Based HerhaalbaarGestructureerde

Data

Criteria

Geavanceerde / Cognitieve Robotics criteria

Geavanceerde / Cognitieve Robotics kan gebruikt worden om taken die gespecialiseerde menselijke kennis nodig hebben te transformeren. Als we processen evalueren voor Geavanceerde / Cognitieve Robotics, dan identificeren we activiteiten die voldoen aan de volgende criteria:

Ongestructureerd

e Data

Complexe

ProcessenGedragspatronen

Meerdere

Databronnen Grote Data Sets

17

c o l o u r





Earlier experience with project implementationsOur findings from previous Finance Robotics project implementations can be clustered into five themes:

Finance Robotics implementation is not an IT project

Detailed working instructions and specific training materials are required

After cost savings, quality improvement is a key advantage of implementing

Finance Robotics

Support functions like IT, HR, Legal and Tax must be involved with the Finance

Robotics Implementation

Change management is a critical success factor

1

2

3

4

5

18

c o l o u r





How tangible isRobotics foryou?

Dank voor uw aandacht

Smaakt dat naar meer?Robotisering in Finance20 maart of 15 mei 2018

Coming SoonMet Richard van Hooijdonk

21 december 2017

Leergang finance business en IT29 juni, 28 september, 26 oktober en 30 november 2018

accountantsdag 2017 - joris juttman - robotics

Economy & Finance