lessons on process automation in the enterprise€¦ · 1q 2016 3q 2016 1q 2017 process name jan...
TRANSCRIPT
Lessons on Process Automation
in the Enterprise
Michael CarrThe Vanguard Group
Principal, Retail Systems Integrations
4Data as of January 31, 2018.
4Data as of January 31, 2018.
A good problem to have…Growth
Improve clientservice levels
Reducelabor costs
Improve workenvironment
Broad uses for RPA
OutsourceAutomateAdoptDigitize
RPA is part of a larger automation effort…
Currentdigital
self-serve
Processmanually
Clienttouches
#GoDigital RPA journey
Digitaltechnology
scan
RPApilot
Built anddeployed 1st
RPA use case
More robots,growingbenefit
Fall 2015 2Q 2016 4Q 2016 Present
Get smarton RPA
Business caseand purchase
Started seeingreal benefits
1Q 2016 3Q 2016 1Q 2017
Process Name Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Jul 2017 Aug 2017 Sep 2017 Oct 2017 Nov 2017 Dec 2017 Jan 2018 Feb 2018
ACH Clerical Rejects - Completed 81.7 57.5 157.8 185.7 98.4 91.6 81.7 49.5 52.7 13.4 32.7 89.5 141.1 120.3
ACH Clerical Rejects - Suspended - - - - - - - - - - - - - -
RRC Freeze - Completed 4.0 57.2 84.9 94.4 70.2 59.4 72.0 29.1 20.0 43.3 233.7 326.3 385.0
RRC Freeze - Suspended - - - - - - - - - - - - -
Non-ACAT Research - Completed 85.6 129.2 155.2 126.0 107.5 124.2 38.2 229.6 352.0 466.3
Non-ACAT Research - Suspended 22.3 24.7 28.3 25.6 22.4 19.8 5.5 36.8 60.4 69.0
Non-ACAT Research - Sorted (partial credit) 9.7 17.9 15.2 15.2 13.3 13.8 5.2 12.2 19.5 14.6
Non-ACAT Research - Close Track Your Transfer - - - - - - - - - 45.2
Successor Custodian - - - - 0.7 - 1.4 2.0
VBA Checkwriting 4.1 8.3 22.8 32.1 15.0 54.4 54.0 42.4
TA Checkwriting 2.9 3.3 8.1 13.0 10.8 17.6 16.0
Hard Rejects 6.9 56.9 29.3 36.3 34.1 45.8 41.7
Residuals 11.0 6.7 6.9 11.9 16.1 7.5
ACAT Out Wires 32.4 30.6 43.1 56.3 40.5
Soft Rejects 11.0 15.6 16.8 25.6 19.7
Fail Reversals 0.8 1.6 2.2 2.1
Reclaims 0.8 2.1 1.3
AREX 16.0 34.3
Total Time Saved by Robotics 81.7 61.5 215.0 270.6 310.3 333.6 343.8 306.3 318.9 310.7 243.8 775.3 1,136.3 1,307.7
Cumulative Time Saved by Robotics 81.7 143.2 358.2 628.8 939.1 1,272.7 1,616.6 1,922.8 2,241.7 2,552.4 2,796.1 3,571.4 4,707.8 6,015.5
#GoDigital & RPA results to date
I’m sorry, Dave
What if we become dependent on the robots and…
Fear of prime time
Legal and Compliance folks prefer treating robots like humans
Robots really do need constant supervision
Ops folks sometimes have a hard time letting go of HITL
People stealing work from robots!
Robots aren’t like humans
Robots like different inputs from humans
Calling REST API’s instead of navigating screens
Good at finding bugs… and telling you about them
Sensitive to changes that humans can’t see great testers
If all you have is a hammer…
Just because you can doesn’t mean you should
Team gravitated to easier use cases “Fingers and toes”
Avoid the non-happy path
If we only knew then…
Maybe break up process steps for robots
Humans can help the robots
Avoid cost myopia
Don’t do an RPA program, do an Automation program
Can’t outsource to a BTG Resist!
Business needs to commit to “consequences of success”
Where we’re headed with #GoDigital
AI/ML/NLU
Automation Lab
BPM
Automation LabAutomation LabAutomation Lab