ai & robotic process automation (rpa) to digitally transform your environment

CONFIDENTIAL

Demystifying

Robotic Process Automation

(RPA)Digital Transformation for the

Enterprise

WE’RE A DIGITAL

TRANSFORMATION AND

TECHNOLOGY

CONSULTING FIRM

ENTERPRISE TECHNOLOGY | DIGITAL SERVICES |

PRODUCT INNOVATION

Digital Transformation Across the

EnterpriseEnterprise

Technology

Digital

Innovation

Product

DevelopmentAdvisory & Assessments

HR Technology

Business Intelligence

Content & Collaboration

SharePoint Solutions

Digital Strategy

Digital Assessment

UX Prototyping

Intelligent Automation

Product Strategy

Product Design & Experience

Agile Product Development

Mobile Development

Managed Services – Global

Delivery

Customer Care SLA Support & QA Application Management

Digital Transformation for the

Enterprise

Agenda

1. Emerging Tech and Industry 4.0

2. What is RPA?

3. Demonstration & Examples

4. What’s on the horizon?

5. Q&A

Entrepreneurs Passionate about Business,

Technology and the Customer Experience

Business and technology entrepreneur

Technology strategy and technology leadership

Solution architecture and solution development

Business advisor and board member

• Go-to-market & strategy executive

• Product strategy / product management

• Innovation and growth strategy development

• Strategic planning and roadmap development

• Channel and relationship development

Chad Osgood – Premier Logic CEO

Loren Eckart– Premier Logic CRO

6

INDUSTRY 2.0

Mass ProductionElectrical power and

assembly lines.

INDUSTRY 1.0

The Industrial Revolution

Mechanization, water and steam power.

INDUSTRY 3.0

Computerization Automation and

digitalization. Internet and online.

INDUSTRY 4.0

Digital Transformation The digital economy, IoT, cyber and AI. Advanced

robotics and automation.

FUTUREHISTORY

Enabling Industry 4.0 – where RPA fits

AI and RPA Spectrum

• Traditional systems integration with limited automation through the use of readily available APIs or custom integrations

Integration

• Automation through the use of tools such as robotic process automation (RPA), workflow orchestration or rapid application development tools with some degree of automation capability

Automation

• Artificially intelligent solutions, including cognitive capabilities, pattern recognition, language processing

Intelligence

WHAT IS RPA?

Robotic process

automation (RPA) is a tool

that creates a digital

workforce to enable

transformation of the

backoffice

• They’re digital employees

• Takes the robot out of the human

• Does what humans can do, but

arguably shouldn’t

• Frees up humans to do what only

they can do

RPA is a digital workforce

Mainframe ERP SaaSTechnologyCustom

Customers Sales MarketingProcessProducts

Rapidly Changing Business Processes to Compete

Multiple, disparate IT Systems can’t evolve at the speed of business

PeopleHumans are used to fill the gap between systems and process

Why a Digital Workforce?

Technical Debt

Organizational Debt

Human WorkforceDigital Workforce

Your digital workforce complements and enables your human workforce

Customers Sales MarketingProcessProducts

Rapidly Changing Business Processes to Compete

Mainframe ERP SaaSTechnologyCustom

Multiple, disparate IT Systems can’t evolve at the speed of business

• What your customer experiences

• What your brand represents

• Where disruption occurs

• Where startups compete

• Where your costs are

• Where legacy lives

• What prevents you

from moving faster

• Operations

• Finance

• Business process

management

• IT

• Technical debt

Disru

ptio

n

Tran

sfo

rmat

ion

Customer

Everything Else

Enables back office

transformation

Screen Scraping

Configuration & Scripting

BPA & Workflow Automation

Packaged APIs and Bots

Enterprise Robotic Process Automation

A tool that has evolved over the past 15 years

The spectrum of RPA tools

SDK / App kits

• Assists in IT with more turnkey automation solutions

Robotic Desktop Automation (RDA)

• Tactical screen-level automations

• Runs on desktops

Robotic Process Automation (RPA)

• Governance

• Scalability

• Reusability

• Unattended execution

Technology

Business

Humans Robots

• Works 8 hours a day

• 60% productive on average

• Makes mistakes

• Don’t multi-task well

• Works 24 hours a day

• 100% productive

• Doesn’t make mistakes

• No breaks, no PTO

• Handles general tasks very

well

VS

How to think about RPA

4 x the processing speed

Working 24 / 7 / 365

100% accuracy: no human errors, no

rework

Fully audit-able and compliant

A robot costs 15-20 % of human

Does the work of 3-10 FTEs

Cost reductions from 35-80%

Cheaper

Faster

Better

Core Benefits

RPA DEMONSTRATION

• No-code platform

• Non-disruptive to implement

• Business-user friendly

• Self documenting

• Owned by the Business, governed by IT

EXAMPLES

“The research estimates that the total efficiency

improvement achievable through holistic transformation

using RPA can result in 50-75 percent cost reductions

over baseline.”

“About 60 percent of all occupations have at least

30 percent of constituent activities that could be

automated today.” = $7.5 Trillion of costs in rules

based work….adding the deluge of AI innovation we

will see over the coming years and the number gets

much larger.

“Forrester estimates that, by 2021, there will be over 4

million robots doing office and administrative and sales

and related tasks”

McKinsey

The Hackett Group

Forrester

RPA is gaining traction in a big

way

United Health Group

The Problem

Billions in claims; $8 million in 8 minutes

• 100+ FTE processing claims

• Claims being lost with human

error

• Cost millions in BPO fees

The RPA Solution

• Automation of revenue cycle

management, top to bottom

• Automate systems integration

• FTE reduction for manual activities

• 100% accuracy rate

• Billions in claims processed

The Problem

Accurate financial statements; Monthly close from 45 days to 5

• 30-45 days to process monthly

financials

• Dozens of FTEs focused on

manual finance activities

• IT initiatives to support were

8,000% over budget

The RPA Solution

• Prototype in 90 days

• From 30-45 days to 5

• Eliminated old technology

assets

Ernst & Young

Emerging Healthcare Company

The Problem

Escalating provider onboarding costs;$500k+ annual opex to $50k

• Expensive FTEs dedicated to

manual data processing

• ~20% failure rate

• Need for exponential increase

in FTE related to onboarding

new customers

• $500k annual opex associated

with these efforts

The RPA Solution

• Opex from $500k to $50k using

2 robots

• Automation platform for future

scale

Emerging healthcare company

Typical uses

Double data

entry

simulates user rekeying of data from one system to another; data entry, copying and

pasting

Rule-based

decision-

making

as long as decision matrices can be documented, then RPA can handle them, making

simple rules-based decisions, based on data or criteria, along the business process and

by exception, sending items for decisions by human workers

Preparation of

reports

e.g. for regulatory authorities; automates the extraction of data to provide accurate and

timely reports

Information

validation

reconciles and cross-references data between different systems to validate and inspect

information and provide compliance and auditing outputs

Straight

through

processing

workflow enabled interactions; automatically enters inputs from source systems into

target systems, from trigger to completion

Virtual system

integration

transfers data between disparate and legacy systems by connecting them at the user

interface level instead of implementing new data infrastructure and APIs

Application

migration

migrates application data, records and history as part of an upgrade or migration

project

Typical uses - IT

Technical debt

management

Minimize or reduce technical debt by bridging gap between systems, preventing

introduction of custom implementations

Product

management

Bridge the gap between IT systems and related portfolio/product management platforms

by enabling the automated updating of both systems

QA Automate quality assurance processes, including regression testing and automating

customer usage scenarios

Data migration Enable automated data migration efforts, especially through systems inaccessible

through traditional mediums, including from spreadsheets or other source data files

ETL Instead of introducing a complex ETL platform (extract, transform, load), enable the

organization to quickly onboard new customers and associated data

Point solution

integration

Enable federation of point solutions (e.g. SaaS) by eliminating complex and costly

integrations with custom APIs through automation

Gap solutions Fill in the gaps with process deficiencies, including simple tasks such as password

resets, synchronization of accounts for SSO, system resets, etc.

Typical uses - Sales

Sales

operations

Minimize manual updates of systems, production of reports, proposals and adherence

to internal sales processes

Demand

management

Fragmented use of marketing/sales automation systems creates opportunities for RPA

to bridge the gap and create a cohesive ecosystem of demand management tools

Revenue

forecasting

Automate the processing and updating of related financial statements for board

presentations, investors or other stakeholders in the financial performance of the

business

Typical uses - Finance

Financial

statements

Enable real-time, daily, weekly or monthly financial reporting along with distribution to

appropriate stakeholders. Eliminate multiple entries into different systems and

automated processing of reports

Reconciliation Automatically reconcile bank accounts, expenses along with appropriate journal entries

Compliance Enable greater compliance through having a completely auditable process run within

an RPA solution as opposed to a manual process

Transforming Industries

“Our ultimate goal is to have thousands of robots…”

- Ernst and Young

”The return per robot is around 3 to

6 times the investment…”

- Western Union

“Robotics is the biggest inflection point of the industry

since global sourcing”

- KPMG

Many of Deutsche Bank’s staff are already

working “like robots” and will be replaced by

actual robots, said John Cryan, Deutsche Bank

Robotics is predicted to automate or eliminate up to 40 percent

of transactional accounting work by 2020

- Accenture

Where RPA Fits in the

Enterprise

What enterprise RPA means

Where it fits with other AI tools

Integration Layer

RPA Platform

AI Platforms Specialist

Digital Workforce

Business Views

• High level views, configurable

to global, regional or system

level

• Transaction performance

• License usage

• Hours delivered

• Configurable Exceptions View

Enterprise Reporting

System Health Views

• High level views, configurable to

global, regional or system level

• Full application stack - status and

health

• CPU utilization against

transaction

• Consolidated Event Log Errors

IT Reporting

Emerging

Technologies to

Watch

• Artificial Intelligence

• Machine Learning

• Block Chain

Emerging

Technologies to Act

On Now

• Automation

• RPA

These technologies are

transforming or disrupting

many industries right now

These technologies will

disrupt our future in many

industries

STRATEGIC EXECUTIONSTRATEGIC PLANNING

GETTING STARTED

StrategyAssessment

BUSINESS ASSESSMENTPROCESS ASSESSMENT

Prototype

PROOF OF CONCEPT

DeploymentRoadmap

INTERNAL HOSTEDVS

CLOUD

RETURN ON INVESTMENT TIME TO ROBOT

How do you typically get

started?

Licensing and Implementation

• Most platform licenses on a “Per Robot”

subscription

– Each Robot costs 15%-30% of an FTE

– Each Robot performs work of 3 to 10 FTEs

– ROI on a per-FTE basis exceeds 50-80%

• Implementation can start small, and grow

– Start with 2-3 processes, 2-3 robots

– POC followed by implementation usually 2-4 months

– Continue to scale across processes and departments

• Hosting

– On-premise and cloud options

– Robot-as-a-Service emerging as the trend

Contact us for more information:

Loren Eckart404-964-3471

leckart@premierlogic

Q&A