rpa deck - cwin17 - virtual session - piyush mehta

Capgemini

RPA Capabilities

‹#› Copyright © Capgemini 2016. All Rights Reserved

Capgemini DCX Practice | September 2016


CRM and Customer Experience: Implementation Services MQ 2015 Worldwide | July 2016

Our End to End RPA Capabilities

Robotic Process Automation Experience

Robotic

Process

Automation

Solutions

End-to-end delivery and maintenance services

Flexible support from product specialists

In addition to helping our customers

with their RPA solutions, we also have

solution offerings in this space

Robotic Process Automation “as a

service” RaaS model

Servicing 3 Major Global Insurers, 3 out of top 5

Retail Banks and 2 out of top 5 Investment Banks

Several RPA robots implemented for 4 large

financial services accounts

Global experience of 15+ implementations

900+ processes automated / 2100+ robots till date

Over 2000 FTEs saved till date

Large pool of LEAN professionals

550+ dedicated RPA specialists comprising of Lead

Developers, Senior Developers and Domain SMEs

100+ Global RPA Delivery Excellence team (CoE)

Capgemini delivery models include:

Traditional Time & Material

Competency Pool (Managed capacity)

core flex model

Fixed price work package model

Integrated Tech and Ops offering

services based model

Outcome based model

Expert Support

Comprehensive RPA Solutions

Flexible Delivery Models

Strategic Partnerships With Tool Providers



Capgemini RPA Global Presence

China

Poland

India

Brazil

Guatemala

Canada



Key RPA Drivers for our customers

Self - Sufficiency

Productivity

Improvement Operational

Efficiency

Cumulative productivity

improvement

Decrease in cycle time

and effort

Increase in greater

efficiencies in ‘run the

business’ (RTB) costs

Productivity Improvement Operational Efficiency Cost Optimization

Scalability

Tens, hundreds of robots can be

trained at exactly the same time

through workflow creation.

Improved Quality

100% accuracy due to high

repeatability and zero fatigue.

Higher Efficiency

Robots can work 24 hours a day, seven

days a week. Typically, one robot can do

the work of two to five FTEs.

Improved Service Delivery and

User Experience

Improved process quality, speed,

governance, security, continuity

Operations Optimization

Improved data gathering and

organization for optimized operations

Regulatory Compliance

100% compliance with stated

regulatory requirements

FTE Redeployment

Significant cost reduction in process

operations. FTE redeploy to other

initiatives

Eliminate need for expensive

Integration needs

RPA can work smoothly across

disparate systems at user level

Eliminate/Reduce losses

RPA can help eliminate losses due to

system discrepancies or delays

Cost

Optimization

Note : Specific benefits will be worked out as processes are scoped in during assessment



RPA Delivery Framework

1. Identify candidate

process / sub

process

2. Screen for

complexity and

automation fit

3. Develop and

review

requirement

specification

1. End-to-end Level

3 process review

2. Assess RPA

feasibility of

process steps

3. Develop

estimation

4. Cost/benefit

analysis

5. Risk assessment

6. Scoping initial

decision

1. Deep dive on as-is

process

2. Deep dive on

current

applications

3. Design to-be

process with RPA

4. Decision of what

moves to next

sprint

5. Define test

strategy

6. Design document

sign off

1. Develop /

configure robot(s)

2. Automation

demos

3. Develop test

cases and test

data

4. Execute tests –

SIT, UAT

1. Prepare

deployment

checklist

2. Train the support

team

3. Deploy to

production

document

4. Document

BCP/support

model

1. Go live

2. Post go live

support for 1

week

1. Opportunity

pipeline

2. Requirement

Specification

1. Feasibility report

2. Cost/ benefit/ risk

assessment

3. Estimation Model

1. Design Document

2. Process

Workflows

3. Test strategy

1. Test plan

2. Test Cases

3. SIT sign off

4. UAT sign off

1. Production

deployment

checklist

2. Support model

1. Final go live

Process SMEs Process SMEs

Application SMEs Process SMEs

Application SMEs

UAT group

Process SMEs

Application SMEs

Dev and QA teams

Deployment team

Change Mgmt.

Team

Deployment

team

Activity

Deliverable

Client

Resources

Identify

Opportunity

Feasibility

Assessment

Automation

Design

Automation and

Testing

Support Prep

and Handover

Go Live and

Post-prod



CL

IEN

T

Framework to manage

entire project lifecycle

through methods that best

match the project needs,

customized for RPA

Estimation models for

different types of scope –

RPA, Product/Package

implementation, Be-spoke

development, BI etc.

Tool to capture and

manage the demand for

the project/program

through a 30-60-90 day

rolling forecast

Enablers

Reusable objects

repository for

accelerated delivery

Development Location -

Automation Development Factory

Location -

Client Data Center Location -

Client Onsite

Business Process

Assessment 1 Design 2 Build & Unit Test 3 Integration 4 SIT/UAT 5 PROD 6

Client Data Center

Project Manager Automation Lead SHARED

POOL

PO

Ds -

Ba

se

d

De

ve

lop

me

nt

Fa

cto

ry AUTOMATION

POD 1 Process Analyst

Process Developer

Test Analyst

Development Environment Functional TEST Environment Virtualized SIT Environment

IT A

pplic

ation

Su

pp

ort

Te

am

s

APP 1

APP 2

APP 3

SIT/UAT Environment PROD Environment

CO

E APP 4

Deploy Best Practices

Define Standards

Train and Enable Team

AUTOMATION


Process Developers

Test Analyst

AUTOMATION


Process Developers

Test Analyst

Functional SME

Factory based RPA Delivery to roll out New Automated Processes quickly and cost effectively in an industrialized manner



CoE Formation



RPA Solution Accelerators

Mailbox

Desktop Apps

(incl Citrix)

Web Based

Apps

File Handling

RPA

Internals

Reporting Email Notifications/Alerts

Lotus notes Integration

Login to Citrix and Authentication

Leverage JAB for Java Apps

Triggering App launch from custom scripts

Using SAP mode to automate SAP applications

Form filing

Table Capture

Tabular Interactions

Macro-Enabled MS-Excels

Ms-Word Forms

Folder Polling

Blueprism work queues for close monitoring of tasks

Using credentials store for secured access to robots

Automated Scheduling of robots according to Business-Calendar

Managing hand-off between human and robot

• Performance Report

Business Exception Report

Mailbox

Desktop Apps (incl Citrix)

Web Based Apps

File Handling

RPA Internals

Reporting

Process

Assessment

Process

Estimation

Design Artifacts Best Practices

Benefit Analysis

SoP

Prod Support &

monitoring Access to latest releases and feature sets

Templates

• Robot Utilization Stats

Complete Dashboard view

Extracting Data Grids

Sales Force Integration

Snow Automation

Email Polling

Filtering Emails

XML Parsing

File Archival

Dynamic Folder/File

Manipulation



Measuring RPA Performance

Errors

avoided/Right-

at-first-time

(#, %) Time saved

through

automation

(min, %)

Cost savings Speed

improvement

Quality

improvement

Avoided IT

investments

(€)

FTE related

savings

(#, €)

Robotic

penetration

Robots/FTEs

(%, per

Market/BL)

Number of

robots

(#, %, per

Market/BL)

Community

and Assets (#

members,

#assets)

Measuring

organizational

readiness

Measuring

penetration

Measuring organizational

readiness

Objective to measure the

maturity of RPA capability

within Client

Measuring impact

Measuring how successful and

effective the implemented RPA

initiatives have been

Measuring penetration

Measuring how widely RPA has

been adopted in different

Markets

1 3

1

2

3 Business

satisfaction

(Ratings,

Surveys)

Organizational

Maturity

(roles, processes,

governance)

Maturity

Measuring

impact

2

Illustration of Applicable Performance Metrics for RPA:

Capgemini would leverage on this asset as part of the project and define the metrics on a case-by-case basis with customer

Building RPA Capability Focus on Performance Metrics

Performance

metrics



RPA Process Selection (Questionnaire Activity)

Good Candidate

Inputs

Structured

Excel

CSV

Flat Files

Sys Generated Email

Bad Candidate

Inputs

˟ Unstructured

˟ Handwritten Text

˟ Images

Decisions

Well-Defined

Rule-based

Decisions

˟ Undefined

˟ Conscience driven

˟ Instinctive

˟ Judgmental

Process Nature

Stable

Optimized

Repetitive

High Volume

Process Nature

˟ Unstable

˟ Constant

Optimization

˟ Very Diverse

˟ Low Volume



Sample RPA Prioritization and Roadmap Preliminary prioritisation based on complexity and benefits

MDM –

2.8 FTE

AR –

1.8 FTE

PAR –

5.9

FTE

MAR/FAR

– 1.6 FTE

AP –

3

FTE

Payroll

– 1

FTE

TAX –

1.6

FTE

Time

Period

Benefit

Cluster 2

(High Benefit + Low Complexity)

• 8.8 FTE saving

• Time period benefit for

timesheet entry, payroll

accounting and e-invoicing

at the end of the month

Cluster 1

(Low Benefit + Low Complexity)

• 1.4 FTE saving

• Time period benefit for AR

downloading monthly bank

statements

Cluster 3

(High benefit + High Complexity)

• 7.5 FTE saving plus AP

• Time period benefit for Tax

FTB reporting at end of

financial year and GST filing

at end of the month

Timesheet

entry – 1 FTE

Benefit

s

Co

mp

lex

ity

Insurance

Reminders – 0.5

FTE

AR 7-11

Quick Wins

0.2 FTE

Supplier Creation

and maintenance –

2.3 FTE

Run Debtor

Reports – 0.3

FTE

Project Maintenance –

New Project & New

Task – 1.9 FTE

Process

Receipts -

0.9 FTE

Project

Management –

Team member

update – 3.1 FTE

Settlemen

ts - 0.9

FTE Cash Management

– Bank Recs – 0.8

FTE

Cluster 2

(Hig

h)

(Hig

h)

Download

Bank

Statements -

0.4 FTE

Payroll Accounting

– EIT update – 0.1

FTE

Progress Claims

and Retentions – 1

FTE

FTB reporting – Monthly

GST filing – 1.6 FTE *

I/Compan

y – 0.7

FTE

Cluster 1

Cluster 3

OIT

Processing

Errors – 1 FTE

eInvoici

ng – 1

FTE

Proposed Implementation

Wave 1

• 8 Processes

• 17 FTE saving

• ~10 Bots

* Left out of immediate RPA implementation scope as an alternative solution is being

investigated

12 The information contained in this document is proprietary. Copyright © 2016 Capgemini. All rights reserved.

Presentation Title | Date

Full Development Life cycle < sample illustration>

Streams of

Work Week 1 Week 2

Weeks

3

Weeks

4

Weeks

5 & 6

Weeks

7 & 8 Week 9 Week 10

PoV

Implementatio

n

Deliverables

Initial Process Assessment Doc

(IPA)

Benefit Analysis (BA)

Process Definition Document

(PDD)

Technical design document

Test cases System test

results

Process Metrics

Operational

Impact (OID )

Release

checklist and

deployment

doc

• Timeline is illustrative and may be impacted by the complexity of the process to be automated

Already

identified

process scope

validation

Observe & record

the in-scope

processes &

generate design

Develop test cases / test data Develop test

strategy

Develop & Agree on

Automation Feasibility

scope

Signoff on Process Steps for

Automation from eBay

Checkpoint for Development

Estimates

SME Touch-Points and playback

Break / Fix

UAT by eBay

KPI measurement

Benefits

realized and

compared

against

planned

Signoff by eBay

UAT Test results

Operation impact

document (savings

and efficiency)

Exception

handling

Verifica-

tion

testing

Development of robots

Unit test Automation Artifacts

KPI

Definition

Robot

deployment

and go-live

Robot live

CoE creation

to enable

accelerated

next batch of

robots



Illustrative Case Studies



Deposits Process – Invoice/Check processing

• Phase I – JP Morgan

Lock Box Processing

is automated and

deployed into PROD

Q4-2015 & Q2-2016

• Phase II – Bank of

America (BOA) Lock

Box processing and

ACH for BOA and

SunTrust Bank.

No of agencies completed 19 22 22 22

Days 01-Mar 02-Mar 03-Mar 04-Mar

Completed without human

intervention 288 199 226 195

Exceptions requiring Human

intervention 213 247 249 113

Completed % 57% 45% 48% 63%

Exceptions % 43% 55% 52% 37%

• Single Robot – Single

agency deployed into

PROD on Q4-2015

• Nine Robot – Nine

agencies deployed into

PROD on Q1-2016

• Nine Robot – 22

agencies deployed into

PROD on Q2-2016

Accomplishments:

Scope:

Benefits: • Average equivalent of 4.7 FTE work per day

• Robots have processed 5131 checks since 1-Feb-2016

• Completion rate 51% (No human intervention)

LBR & ACH Files are

dropped into PICKUP folder

in batch cycle

11 Robot starts

@ 20:00 Hours (EST)

Each robot processes one

agency file

Exception & Performance

Reports are available into

DROPOFF folder

Robot loads check data

into work queue Process Flow:

Payment ID (Check)

selected for processing

Identifies matching invoice for

Client, Broker and Company as

per business rules

Invoice

found?

Enter the

Invoice Details

Obtain Lookup code from

Canned Report for remitter

name as per business rule

(Company, Broker & Client)

Business rules for

Debit & Credit

Full

Payment?

Y

N

Y

N

Partial Payment

Lookup Code

found? Y

Cash on

Account

N

Unidentified Cash

Full

Payment



Automation of Business Visa Process with RPA :

Customer : Aviation & Energy Major (Global Conglomerate, North America)

Technology

Currently, the customer

business visa processing for

Gulf nations is done manually

and administered by a third-

party vendor supporting the

business process in 24x7

mode.

Customer business seeks a

faster and cost effective

automation solution, which can

efficiently process the Business

Visa Requests with cost

effective solution.

Upon successful

implementation for one country,

customer is looking for

leveraging the Robotic solution

for global roll out starting with

Gulf Nations.

Business Requirements

A whopping $550K USD cost

saving annually

Productivity Improvement

(SLA reduced from 24 hrs. to

15 min.)

100% Process automation

resulting in greater turn around

time, no human touch and

accurate data processing with

no manual error

Peak Load Management - Peak

load processing with relative

ease so much as to increase

the robotic provision to process

100 cases a day (peak volume)

working in 24x7

FTE Productivity Improvement

– The automated processes

resulted in total benefit of

estimated 8 FTE.

Benefits

After the IPA, there was a

Wing-to-Wing (W2W) process

walk-through with functional

owners to understand the

process and create a user story

for the requirement so as

development can happen in

Agile way.

An extensive Robotic Process

Design session within the

Capgemini RPA team along

with Business SMEs to address

all possible business scenarios

and exceptions management

with due consideration if the

“bot” encounters an unusual

situation.

Deliverables:

1. Initial Process assessment

with cost benefit

2. Robotic Solution Framework &

Process Design Document

3. Global Roll out for Business

Visa for Bahrain and plan for

ROW

Approach & Deliverables

Applications

Multiple In-house developed

Web-apps, and web-forms

Robotic Process Automation - UiPath

The information contained in this presentation is proprietary.

Copyright © 2016 Capgemini. All rights reserved.

Rightshore® is a trademark belonging to Capgemini.

www.capgemini.com

About Capgemini

With more than 180,000 people in over 40 countries, Capgemini

is one of With more than 180,000 people in over 40 countries,

Capgemini is one of the world's foremost providers of

consulting, technology and outsourcing services. The Group

reported 2015 global revenues of EUR 11.9 billion. Together

with its clients, Capgemini creates and delivers business,

technology and digital solutions that fit their needs, enabling

them to achieve innovation and competitiveness. A deeply

multicultural organization, Capgemini has developed its own

way of working, the Collaborative Business Experience™, and

draws on Rightshore®, its worldwide delivery model.

Learn more about us at www.capgemini.com.

http://www.capgemini.com/

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http://www.linkedin.com/company/capgemini

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rpa deck - cwin17 - virtual session - piyush mehta

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