Robotic Process

Automation

Contents

6

5

1

4

3

2

Our understanding of you needs 5

Brief introduction to Robotic Process Automation 7

Project activities and deliverables 10

Project timeline 13

EY Project team 15

Financial proposal 20

Appendix 247

Our understanding of your needs

Section 1

4

Our Understanding of Your Needs

Robot testing (and)

deployment

Support in the User Acceptance Testing and deployment of the RPA workflows into a production environment.

Detailed process steps understanding, in order to evaluate the automation potential and to identify the business and technical exceptions.

Development of RPA workflows that automates the process activities agreed to be included in the project scope.

Process assessment

Robot Development

To understand the applicability of RPA in your organization

To assess the benefits brought by an RPA implementation vs. manual process handling

Run an RPA Pilot by following our EY proven methodology.

Bring the right blend of delivery and technical expertise to deliver a successful RPA initiative.

What you need How we deliverWhat we deliver

2 weeks warranty period for solving the business and technical exceptions which were not captured during the process assessment and UAT phases.

Post-implementation

support

Objective and scope of work

Brief introduction to Robotic Process Automation

Section 2

6

RPA is a computer software that runs repetitive, rule-based processes. The software is trained based on functional specifications and can be adjusted at any time.

The software robot has access to diverse applications with an ID or a password, through the IT systems GUI. The robot can gather information or change data. Consequently, business and administrative processes can be to a largest extent fully automated.

RPA simulates ahuman user RPA is a software

As a renewal of the existing IT landscape is not required, a high level of automation can be reached without major effort. RPA uses established control mechanisms and can communicate with all systems. Therefore, no interface has to be created.

RPA is integrated in the existing IT infrastructureWhat is

RPA? Robots deliver repetitive, deterministic, high-volume tasks efficiently, quickly, and consistently. People build relationships, provide subjective judgement, deliver low-frequency tasks, and manage change and improvement.

Robotic Process Automation (RPA) is an innovative solution for the automatic handling of business processes with high volume and repetitive in nature

7

Low RiskNon-invasive technologyRPA can be overlaid on existing systems, allowing creation of a platform compatible with ongoing developmentsin sophisticated algorithms andmachine-learningtools.

Right shoringGeographical independence

without business case impact

ReliabilityNo sick days, services

are provided 365 days a year

Audit trailFully maintained logs essential for compliance

ConsistencyIdentical processes and tasks, eliminating output variations

AccuracyThe right result, decision or

calculation the first time

ScalabilityInstant ramp up and down to match demand peaks and troughs

RetentionShifts towards more

stimulating tasks

ProductivityFreed up human resources for higher value-added tasks

Effectiveness RPA provides flexibility and connectivity between exiting applications.

Saving potentials

DurationRPA projects run 1 to12 months with a return of

investment below 1 year.

20–35%Robotic Process Automation (RPA) can bring significant benefits to your organization

Project activities and deliverables

Section 3

9EY’s five step approach to deploy RPA solution to one process

Discover and prioritize the process in scope

Define and document the selected AP process with

automation experts

Automate the selected AP process by EY RPA

team

Deploy Robot for one selected AP process

Manage & control your

robot workforce

► Adjust the target operating

model and governance

framework to fit the shift in

delivery model: a computer

system replicates the actions

and judgments of the

employees and takes over

repetitive tasks and

processes

► Organize software robotics

training sessions for project

team

► Setup the robotics team

(internal, external or mixed

resources) to monitor and

maintain the automated

process

► Validate UAT scenarios, prepare the

test cases and run the testing

activities

► Obtain the Business acceptance

► Deploy the RPA workflows into

production

► Develop the business case and

extrapolate the results to the

additional process candidates for the

RPA implementation (if any)

► Provide 2 week post-implementation

support to assist in in solving

potential new exceptions

► Document the business case for the

implemented pilot

► Develop the RPA workflows based

on the user stories defined,

validated and prioritized with you

– using an Agile methodology

► Run iterative testing of the user

stories finalized in each

development sprint, including

interfaces with legacy systems,

exception handling routines and

robotics queue management

procedures, if applicable

► Coordinate ongoing scrum

activities including sprint

planning / review sessions, daily

stand ups and issues tracking

► Define and validate the business requirements

(user stories) based on UniCredit Bank SMEs

input, including business and technical

exceptions – for “Data import for creation of a

new client / mobile banking account” process

► Isolate the areas with low potential for process

automation

► Prioritize the user stories on development

sprints

► Identify and validate the exception handling

approach

► Setup the RPA technical infrastructure

► Agree on the business case structure and

metrics to be used for identifying the RPA pilot

Define business and

technical requirementsRobot

developmentTest and deploy

Define Delivery and

Governance Models

Identify automation

candidates

For deliverables please refer to the next slide

► Organize workshops with main business

stakeholders to identify pain points and to

assess multiple business areas for high

level automation potential

► Validate the identified processes with the

highest automation potential which are

mapped and structured based on required

resources such as manual effort,

applications, user interaction etc.

► Perform the detailed assessment of the

selected processes to validate the

automation potential and to better

estimate the automation effort, to be used

in building the business case

► Define the RPA implementation roadmap

and agree on the next steps

10 Key deliverables for Pilot initiative

Discover and prioritize the process in scope

Define and document the selected AP process with

automation experts

Automate the selected AP process by EY RPA

team

Deploy Robot for one selected AP process

Manage & control your

robot workforce

► RPA Target operating model

► RPA Governance Model

► Training customized for

multiple roles defined as part

of the TOM, delivered by EY

resources

► Initial skills transfer from

development team to client

resource

► UAT scenarios to be used in the

testing activities

► Test cases prepared by the Bank

► Business Acceptance received from

the Bank Project Sponsor

► Automated process operating in a

production environment

► Business case corresponding to the

Pilot process

► Issue log for the 2 week post-

implementation support period

► RPA workflows developed in

UiPath, emulating the users

activates, as per the user stories

defined by the Bank

► Automated process operating in a

testing environment

► Status meeting reports

► Detailed process map for the selected process

► List of user stories (business requirements) to

be considered for automation in the current

project, including business and technical

exceptions

► IT environments setup (development, testing

and production environments)

► High level assessment of the in scope

business areas, based on predefined

automation metrics

► Detailed assessment of the processes

identified in the high-level assessment with

a significant automation potential

► RPA implementation roadmap

11

EY structure and capabilities

Technical RPA CompetenciesTechnical RPA Competencies

Business CompetenciesBusiness CompetenciesBusiness Competencies

Business acumen

Strong process knowledge

Strong banking industry knowledge

Process improvement

Strong UiPath skills

RPA training capabilities

RPA potential identification

Process prioritization

Project management

Target operating model

Agile methodology

Business requirements

35 Romanian resources certified in UiPath and

BluePrism

More than 35 staff prepared

for RPA projects

A team with the necessary skills… …. and with the right competencies in place

Business agility

Business Value

Operating model

Speed of Delivery

Value added for you

EY’s Romanian RPA Center of Excellence provides a strong combination of both business and technical knowledge