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#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt.

WebinarTitle

PresentedDATE

Robo(cProcessAutoma(on101:Whatisit?Whatcanitmeanforyourorganiza(on?

AnAIIMWebinarpresentedNovember15,2017

Underwri(enby: Presentedby:

ChrisSurdakPresident

Surdak&Co.

StuLeibowitzProductManager

IBM

Host:TheresaResek,CIPDirectorAIIM

Today’sSpeakers

Underwri(enby: Presentedby:

ChrisSurdak

President

Surdak&Co.

IntroducingourFeaturedSpeaker

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TheBeginningoftheEnd?

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Underwri(enby: Presentedby:

Robots:NothingNew…

Military:Dirty,Dull,andDangerous

Business:RepeOOve,Redundant,andRisky

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RPA:Whatisit?SoQwaretechnologythatcaptures,interpretsandreplicatestheacOonsofhumans.Supportsorsupplantshumanemployeesin:

•  processingtransacOons•  manipula(ngdata•  triggeringresponsesand•  communica(ngwithothersystems

ValuabletoorganizaOonsthatusepeopleforknowledgeprocessworkthatis:

•  High-volume•  RepeOOve•  TransacOonal•  Time-SensiOve•  Error-Prone

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RPA:Howtouseit?

RolesthatareidealforRPAinvolvetasksthatare:§  Repe((ve:Frequent,consistententryor

execuOonofaseriesofwell-definedsteps

§  Synchronizing:ReplicaOngdatabetweensystemsorprocesses

§  Supervisory:Checkingtheworkofotheremployeesorsystemsagainstasetofrules

§  Mul(-PlaUorm:CoordinaOngdataentryorprocessingbetweenmulOplechannelsorsystems

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RPA:Challenges

§  Cost:Up-frontcostscanbehigh,complicaOngtradiOonalROIcalculaOons

§  Complexity:MosttasksthataresOllmanualhaveeludedautomaOonforalongOme

§  Compliance:Cana‘robot’replaceorsupplanthumansforregulatedprocesses?

WithdeepautomaOon,whichemployeesdoyoukeep,whatistheirrole,andhowaretheymeasured?

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RPAatitsInflec(onPoint

RPAhasmovedfrom“Peak”to“Trough”atastunningpace

RPA

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Tradi(onalAutoma(onvs.RPA

RequirementsDefiniOon(AsIs)

SoluOonDesign(ToBe)

•  ChangetheSystems•  APIs&DBIntegraOon•  ChangetheProcesses

•  WeeksandMonths•  HighInvestment•  CostlytoChange

RequirementsDefiniOon(AsIs)

•  TrainRobotsusingRPADashboard•  RobotsInterfacesatUILayer•  NoChangetoSystemsorProcesses

•  DaysandWeeks•  LowInvestment•  EasytoChange

TradiOonalAutomaOon–NeworModifiedSystems

RPA–VirtualWorkers

Disrup(ve§  Systemchanges

§  6–36MonthdeliveryOme

§  Largeinvestment

§  Retraining§  Highrisk§  Processchanges§  MassivetesOng

Non-Disrup(ve§  Nosystemchanges

§  6–12weeksdelivery

§  Smallinvestment

§  Noretraining§  Limitedrisk

§  Noprocesschanges§  ComparaOvetesOng

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RPA:TechnicalChallenges

BotType Value Idealfor

IQBots ThinkandActLikeaRobot CogniOveCompuOng,FuzzyLogic,NLP,C-OCR

SmartBots ThinkLikeaHuman,ActLikeaRobot

ComplexIntegraOons,Cross-Plagorm,Cross-Process

MimicBots ActlikeaHuman Simple,RepeOOveTasks,Front-EndAutomaOon

Notallbotsarecreatedequal,usetherighttoolforthejob

Gas-freehybrid?

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RPA:Opera(onalChallenges

§  Ifyoufixacurrentprocessbo(leneck,wherewillthenextbo(leneckarise?

§  AreyoupreparedtorealignyourstafffromperfecOngtheiroutput(SixSigma,Lean,etc.)torespondingbrilliantlyandquicklytoexcepOons?

§  Ifyouhaven’talreadyautomatedthesestepsaierdecadesoftrying,whatwillbedifferentthisOme?HowwillRPAbedifferent?

§  WhatnewmetricswillRPAcontributeto,versusthelegacyapproach?

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RPA:GovernanceChallenges

§  WillyougovernRPAbyscalingUP(bureaucracy,processesandrules)orbyscalingOUT(mobility,socialmediaandanalyOcs)?WhichCOEareyoumaking?

§  Doyouuserobotstodothework,superviseandcheckthework,orboth?

§  WhatnewmetricswillRPAcontributeto,versuslegacymetrics?

§  WhatwillbethenewdefiniOonofperformanceasRPAchangesyourbusinessprocessesandoutcomes?

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RPA:SponsorshipChallenges

§  IfRPAsucceeds,who‘wins’andwho‘loses’?

§  HowdoyougainsponsorshipfromtheseotherparOes,especiallythosewhomayloseifRPAisasuccess?

§  HowmightnewmetricsandrewardscapturethesupportoftheseotherparOes?

§  HowdoyouqualifyandquanOfytherisksofNOTimplemenOngRPA?

So What?

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HowDoYouMeasureValue?

ReturnonInvestment:Whatisthehard-costsavings?ReturnonTime: Howmuchfastercanbusinessresultsbedelivered?ReturnonQuality: Whatisthevalueofimprovingquality?ReturnonA_en(on: Whatelsecanyourhumanemployeesfocuson?

ROIisimportant,butinsufficient

Underwri(enby: Presentedby:

ReachOut!

ChrisSurdakSurdak&Cowww.linkedin.com/in/csurdaksurdak.com@CSurdak

Underwri(enby: Presentedby:

StuLeibowitz

ProductManager

IBM

IntroducingourSpeaker

Underwri(enby: Presentedby:20

Fastest way to build and maintain bespoke, extensible, process automation solutions

Automation Anywhere RPA ‘digital workers’ complement IBM BPM human tasks and IBM ODM automated decisions

•  Customers running over 10M concurrent process tasks, 5M business rules, 2K apps

•  Comprehensive security, governance and auditability

•  900+ trained Business Partners

•  Annually rated as Enterprise Software Leader by Gartner and Forrester

•  Customers with over 1,500 bots in production

•  Comprehensive security; complete audit trail

•  25+ trained Business Partners

•  Rated as a Leader by Forrester and Everest Group

IBMandAutoma(onAnywherePartnership

Right brain Cognition based

Left brain Rules based

Eyes Data capture

Central nervous system Coordination & orchestration

Hands Software robots

Our mission is to extend humans with digital labor to enable businesses to scale

Underwri(enby: Presentedby:

Digital Labor automates repetitive tasks and can be enhanced with orchestration, decisions, cognitive services and capture

Decisions

BusinessProcessManagement

Mod

eling

AnalyOcs

KnowledgeWorkersandManagers

Decisions Cogni(veTasksCapture

Experience&Exper(se

Coordina(onandOrchestra(on

Eyes Hands LeQBrain

RightBrain

CentralNervousSystem

Datacap RPA ODM WatsonServices

DigitalLaborAutomatesRepe((veTasksandCanbeEnhancedwithOrchestra(on,Decisions,Cogni(veServices,andCapture

Underwri(enby: Presentedby:

Automateddecisionsforcompliancescenarioswhereac4onsmatchregulatorymandatesEncapsula4ngcomplexcalcula4onssuchaspricing,salescompensa4on,sotheyarereusablebyrobots

Coordina4onacrossrepe44veworkandknowledgeworkcrea4ngfullcustomerjourneysRampingcapacitytomanagevariabledemandforend-to-endprocesses

Robots+Coordina(onandOrchestra(on

Robots+DecisionRules Robots+DataCapture

End-to-endprocessorchestraOon

Makebotssmarterwithagiledecisions

Understand&learn:makebotsmoreproducOve

Extrac4onandac4ononinforma4onfromunstructuredcontentDataentryandvalida4onscenariosacrosssystems

DigitalLaborEnablesBusinessestoRemixtheDistribu(onofWork

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RPAOCRCapabili(esAreVeryBasic

§  OCRCommandusedtocapturetextfromlivewindowsorfiles

§  ExtractTexttovariables

IntelligentCapture:§  Feedsdatatorobotsfrom

non-digitalchannelslikemail,fax,email,andmobilecapture

§  DigiOzesandextractsdataforusebythebots

§  IdenOfieserrorsbeforetheygettothebots,minimizingexcepOons

Underwri(enby: Presentedby:

Datacapefficientlycaptures,accesses,analyzescriOcaltransacOonalbusinesscontent,producingtheaccurate,structureddatathatrobotsneedtooperateconOnuouslyandefficiently.•  Feedsdatatorobotsfromnon-digitalchannelslikemail,fax,emailandmobilecapture•  DigiOzesandextractsdatawithcogniOvecapture•  IdenOfieserrorsbeforetheygettothebots,minimizingexcepOons

HowDoesCaptureWorkinConcertwithRPA?

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5. Immediate response via email

4. Within constraints, issue a credit

2. Cognitive Capture

Sentby RobertHansonEmail rhanson@email.Account# 3405890ComplaintType DisputeDisputedAmount 10.00Sen(ment NEGATIVETone ANGRY

3. Structured Data – Name/Value Pairs

6. Record customer event

$$$RPA

CorrespondenceExample

1. Customer complaint letter

Underwri(enby: Presentedby:

ANZBank:AutomaOngBackOfficeTasks

“Wefocusedontryingtoautomatesimplethingsanddothemquickly.TheRoIpaybackismuchfasterandithelpsusacceleratethetransformaHonofhowpeoplethink.”–SimenMunter

Underwri(enby: Presentedby:

BostonScien(fic:AutomatedBillingwith

robots

Invoiceprepara(on

Pre-registra(onformprocessing

Transmissionsummaryprocessing

Underwri(enby: Presentedby:

Accelerate time to value

Create, test and

deliver new automations in days

or weeks

Reduce human error

Eliminate copy/paste mistakes introduced

by swivel chair integration

Increase throughput

Fulfill automated

tasks in seconds or minutes, round the

clock

Decrease development costs

Develop automations

quickly with simple record/playback

functions

KeyBenefitsofRobo(cProcessAutoma(on

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NextSteps

ibm.biz/robo(c-process-automa(on

Underwri(enby: Presentedby:

Takeyourskillstothenextlevelbylearninghowtomap,design,andautomateoperaOonalprocessesusingacombinaOonofstrategies,changemanagement,andtechnologieswithAIIM’sBusinessProcessManagementtrainingcourse.

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#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt.YourDigitalTransforma(onbeginswith

IntelligentInforma(onManagement