Transcript

Welcome to Today’s Webinar: Building a Bulletproof Business Case for Robotic

Automation in the Enterprise

Thursday, June 18th , 201511:00 AM EDT

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 2

A Few Housekeeping Items

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Attendees will be muted. Please enter questions

through the Q&A chat box.

Presentation slides and webinar recording will be

e-mailed to all attendees.

FEATURED PRESENTERS

Bill OgdenDirector, Strategic

Accounts

Raun KilgoEnterprise Transformation

Consultant

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 4

Today’s Webinar Objectives:

Following today’s webinar, you will have:Learned how to quantify automation opportunities so that your resources have the most impact.

Received “real-world” advice from leading experts who have led transformation initiatives that yielded millions of dollars in cost savings, all of which started with an approved business case.

Understood the foundation for creating a bullet-proof business plan that maps to corporate strategies and articulates the financial, technical, and operational benefits for your enterprise.

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 5

First: Acknowledge The Real World

If you were writing and signing the check, presenting a clear business case would not matter – know your audienceCorporate Vision and Strategy are important, but don’t confuse external and internal strategies– In other words, especially when they say it is not about the

money, it is always about the money. – Three colors of money: Operating Cost, Revenue, Risk

Mitigation

Lean, mean competing machines live to compete another day, and become the acquirers. You owe it to your collective team to stay lean and efficient

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 6

Minimum Improvement Opportunity

Field validated method for quickly sizing potential short-term impact of robotic automations.

Minimum Improvement Opportunity is the quantified difference in production between top performers and the worker population mean.

(Calls per Day)

(Avg. sales per call)

$72

29

32

$64

Top Agent

Avg. Agent

Example: UniSpan Global Call Center

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 7

Mix of Human-Required and Fully Automatable Steps in a Task

Lean Manual Full Automation

Current State of Opportunity

Partial Automation

Robotic Desktop

Automation

Robotic Automation

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 8

Enter Account #Sign On

Web Enter New

Application Info

EndStart

Task Level Diagram

Paste

Verified

Process Cycle Time 3 Minutes

Clie

nt /

Se

rver

Mai

nfra

me

CRM

Paste

Sign On

Open Web Page

Copy Cust Info

Enter Acct#Sign On

BAlt Tab

Alt Tab

Alt Tab

Search

Paste Customer

Info

Alt Tab C

Alt Tab A

Alt Tab

A1,B1,C1

No

Alt Tab

Yes

Yes

…Etc, etc

No

Desktop Robotics - Baselines & Improvements – Can be framed and augmented with Job Aids, SOPs, and Training Docs

Start

Complete New

Customer form

A CB

Customer Record Found

A1

B1

C1

Alt Tab

Alt Tab

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 9

Enter Account #Sign On

Web Enter New

Application Info

EndStart

Task Level Diagram

Paste

Verified

Process Cycle Time Reduced to 20 Seconds!

Clie

nt /

Se

rver

Mai

nfra

me

CRM

Paste

Sign On

Open Web Page

Copy Cust Info

Enter Acct#Sign On

BAlt Tab

Alt Tab

Alt Tab

Search

Paste Customer

Info

Alt Tab C

Alt Tab A

Alt Tab

A1,B1,C1

No

Alt Tab

Yes

Yes

…Etc, etc

No

Identifying Algorithmic Activity to Automate

StartUpdate

Customer Info

A CB

Customer Record Found

A1

B1

C1

Alt Tab

Alt Tab

= Automated Step

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 10

ROI Calculator Elements

Baseline (Baseline Tab in Calculator)

– Improvement is best understood when framed by your current state

Estimated Improvement (Improvement Illustration Tab)

– You have to set a measurable goal– You have to articulate how the value will be realized

Financial Impact (ROI Tab)

– Increased Revenue– Decreased Costs – Risk mitigation (regulatory, compliance, churn)

Building a Bulletproof Business Case for Robotic Automation in the Enterprise 11

Go to Calculator

To see a live demo of our desktop and robotic automationsolutions go to http://www.openspan.com/demo

Additional questions?Raun: [email protected] Bill: [email protected]

follow us on twitter:@openspanjoin the openspan conversation!

Thank You for Attending!


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