rpa enablement: a focus on long-term value and continuous...

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Invenio: v. latin. 1.To find, discover, trace, document, obtain knowledge. RPA Enablement: a focus on long-term value and continuous process improvements. Massimiliano Delsante CEO Cognitive Technology

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Page 1: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

In•ve•nio: v. latin. 1.To find, discover, trace, document, obtain knowledge.

RPA Enablement: a focus on long-term value and continuous process improvements.

Massimiliano Delsante CEO Cognitive Technology

Page 2: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

The route of Innovation

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Process Alignment: Model vs Real world

Page 4: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

Process Obsolescence and cost of Maintenance

Page 5: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

Cope with the Speed of Change ☺

Page 6: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

How to monitor what is not managed by BPM?

Page 7: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

The paradigm shift for Digital Transformation: myInvenio

Page 8: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

What is RPA

Page 9: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

Why myInvenio and RPA together?

Page 10: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

As Is ProcessAnalysis and RPA

processes selection

To Be Process, ROI estimation and

Simulation

RPA implementation

RPA ROI and Performance Monitoring

Automation Level & ComplianceMonitoring

Covered by myInvenio

Covered by RPA

RPA Enablement and continuous improvement

Page 11: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

Let’s dig into a concrete Use Case

Credem Process Improvement Context

LOANSEMPLOYEES

600 BRANCHES800 FINANCIAL ADVISORS

CUSTOMERS

ASSETS UNDER MANAGEMENT

Credem Process Improvement Context

LOANSEMPLOYEES

600 BRANCHES800 FINANCIAL ADVISORS

CUSTOMERS

ASSETS UNDER MANAGEMENT

Bank Closing Account Process

Page 12: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

ENTERPRISE SYSTEMS

STAKEHOLDERSDATA PREPARATION

PROCESS MINING

TOOLDISCOVERED PROCESS MODEL

BPMN Discovered ModelERP RPA

AI IOT

FLATDB

BPM CRM

Clean Event Log ready for processing

Overall Streamlined Process

Let’s Discover the Process from company data

Page 13: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

Bank Closing Account: Process Discovery

• Customer asking to close the account with a Registered letter• Customer asking to close the account without a Registered letter• Bank that decided to close Customer Account

Page 14: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

KPI & PERFORMANCEDefine KPIs

Verify Standard and Custom KPI’s Compliance

Process compare and Best Practices

myInvenio Sherlock is digging into the process

Page 15: RPA Enablement: a focus on long-term value and continuous ...documents.bpm.com/bpmnext/bpmnext2018/... · In•ve•nio: v. latin.1.To find, discover, trace, document, obtain knowledge

AUTOMATION LEVEL &

REWORKSDefine Standard Costs

Rework view

Automation & Rework analysis (RPA Enablement)

Let’s focus again on the Automation!

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Let’s analyse the costs

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Alternative options for the automation

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SIMULATIONScenarios and Goals Definition

Generate Simulated Event Log

What-if Analysis

Simulation Analysis

The Simulation: the RPA Compass

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EVENT LOG AND

REFERENCE MODELPROCESS MINING TOOL CONFORMANCE CHECKING

Clean Event Log ready for processing

BPMN Reference Model

Process Model Highlightingnon-conformance and

root cause analysis

Let’s Costantly monitor process and Robots

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PROCESS SETUPScope of the analysisData extraction

PROCESS DISCOVERYFrequency viewPerformance viewPath & Deviations analysisLeadTime InfluencersSNA, Activity Map

COMPLIANCEDefine Reference ModelViolations & Root Cause analysisSegregation of duties

SIMULATIONScenarios and Goals DefinitionGenerate Simulated Event LogWhat-if AnalysisSimulation Analysis

AUTOMATION LEVEL & REWORKSDefine Standard CostsRework viewAutomation & Rework analysis (RPA Enablement)

KPI & PERFORMANCEDefine KPIsVerify Standard and Custom KPI’s ComplianceProcess compare and Best Practices

REAL TIME & PREDICTIVE ANALYTICSReal time monitoring of running casesProcess LeadTime & costs estimation

IMPROVEMENTSSelect Deviations to removeReduce Non Compliance and ReworksDefine New AutomationDefine New Resource Allocation

Process Digital Transformation Vision