Robotic Process Automation RPA Bootcamp: Munich, March 7, 2016
Robotic Process Automation RPA Bootcamp: Munich, March 7, 2016
RPA Bootcamp
Munich, March 7, 2016
This presentation is for all who want to understand more about
Robotic Process Automation (RPA)
Alexander Steinberg
Senior Manager
RPA Solutions Architect &
Europe RPAaaS leader
Agenda
• RPA – Definition, Concepts & Impact
• Typical RPA Journey
• Accenture RPA Service Offering
• Practical Guidance for Automation Efforts
• Questions & Answer/ Contact Information
3
Robots represents a Virtual Workforce
Robotics is a non-intrusive way of further automating processes by providing a “virtual workforce” instead of further extending
and integrating the current applications:
Sits in existing applications and infrastructure, it
isn’t a new system or application
No fancy coding
language, object based
– string tasks together
Software which
enables automation
of repetitive business
processes
Quick to deploy –
Doesn’t actually involve someone sat at a
Automation, developed in
desktop scripting or triggering processes
days and active in weeks
4
… WITH PROVEN BENEFITS.
Provision of greater visibility and auditability of
transactions, leading to better control over end to Average handling times
Processing costs reduced end process. reduced by 40%, with a 24/7 40%
80% by up to 80%
resilient operation
Auditability
Seasonal demand can be managed by Increased productivity with the potential
deploying virtual resources at a fraction of to operate 24/7. Less FTEs needed to
the cost of an FTE Productivity complete repetitive tasks
Costs
Satisfaction
are used to simulate tasks performed by agents, automating processes belong to Artificial Intelligence world, enable a new way of
with no need to change existing IT architecture. interaction of machines, humans and environment. Systems are
able to learn and take decisions with no need to analyze6and
manually codify all the underlying business rules
Automation criteria
Some specific characteristics define the automation maturity
• Cost Reduction
• Change Implementation
• Run Cost
• Operations Agility
Sweet spot for Robotic Automation
Services
• Change Management
Simplicity
• Technology independence
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Example: RPA Potential in a F&A client
20 %
Order-to-Cash
Manage
* 70 FTE
Maintain Customer Manage Sales Manage Customer Authorize & Manage Perform Revenue
Collections
Master Data Orders Requests & Inquiries Credit Assurance Activities
and Disputes
saving
Manage and Process Maintain A/R Ledger Manage Customer
Manage Contracts
Deductions and Apply Cash Billing
15 FTE
Procurement Operations Accounts Payable Analytics Process Support
30 %
Procure to Pay
* 110 FTE
30 %
* 85 FTE
General Ledger,
saving
Cash Management Compliance test Financial Master
Inter co Regulatory Reporting Tax Reporting
& Banking
Reconciliations and controls Data Administration
25 FTE
Budgeting & Forecasting Business Metrics & Tracking Decision support & Analysis
30 %
Fin Planning
& Analysis
Technology
Clients
• Enterprise automation tool • Desktop and enterprise automation • Desktop automation software • Desktop automation
• Time or event triggered automation tool with enterprise capabilities capability
capabilities • Time or event triggered automation • Workflows configured to • Integrates applications into
• Object orientated user interface, with no capabilities communicate with underlying one single view showing
.NET or Java code required • Object orientated user interface; applications on continuous only the relevant fields
• OCR integration capabilities and API Windows, Mainframe, Silverlight, basis • Clicking submit button on
integration Adobe, Java and major web providers • Object orientated user fusion screen will enable
Key • Out of the box management console • SDK functionality – coding for complex interface, with coding required data to be rendered into
Features (Control Room) tasks for complex tasks. underlying applications
• Reporting and analytics capabilities • Web based management console • ‘Record and click’ functionality and submitted to relevant
• Credential management and transaction • Web based management databases.
• OCR integration capabilities
logging console • Give users on-screen,
• Reporting and analytics capabilities
• High system recognition accuracy • Can integrate data from
process guidance during
• Multiple instances of same code, assist with • High system recognition accuracy and multiple applications into one critical processes
demand management (peaks in different screen recording
single view
seasons) • Process re-use workflows
Copyright 2016 @Accenture All rights reserved 10
• Process re-use library
RPA Journey
11
HOW DO WE APPROACH RPA?
Strategic Journey
Value
3 Operational Transformation
Focus of today’s
discussion
1 2 Optimize Technology
Rapid
Rapid Cost
Cost Takeout
Take Out Optimisation
3 months 3 months
12 months 618months
months 2412
months
months 36 months Time
1 Quick Wins 2 Optimize Technology 3 Operational Transformation
• Tactical change with low investment based on value, • Identify and implement intelligent workflow systems • Strategic transformation to platform simplification
risk and change management appetite and digital distribution channels
Focus
• Process Simplification and LEAN initiatives to • Consolidation of the IT estate • Channel, Platform and Application simplification
improve efficiency and speed of service • Strategy for End User straight through Computing
People
Pre-
defined Rule Based process
decision No Cognitive decisions
tree
No
human + Algorithms based
Nature of Inputs
(voice)
interact - Human discretion
Robotics
Criteria for Fixed in- + Standard + Electronic format
and Nature of Data templates
Manual Processes
outputs - Unstructured formats - Paper
format
High
Volume Significant Scalability
15
RPA potential assessment
RPA opportunity assessment may also be seen as stand-alone offering
• Understand the as-is high-level processes • Calculate the automation potential and business case
• Establish a baseline processes against • Ascertain how process inputs affect outputs
• Collect data to measure and analyse the as-is
• Create Heat map for processes with RPA potential • Articulate benefit and effort estimates
Key Activities
• Workshops to derive RPA efficiency and feasibility • Identify key automation opportunities and quick wins
• Create Short List and perform SME observations • Establish an initial pipeline of prioritized RPA’s
• Create RPA Catalogue • Highlight gaps, concerns and problems areas
• Confirm license and infrastructure requirements
Outputs Next Steps
• Understand existing process capabilities via • Business case for Delivery Model
process documentation • Develop high-level implementation plan
• Identify possible quick wins • Agree and initiate quick wins
Automation Assessment
The following criteria outlines core criteria which assess a processes
suitability for automation:
Capacity Stability
Delivery Dates Change Analysis
SME Support Levels
Process Candidates Risk/Issues
Environment
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Key Information to gather
• Number of Processes
• Name/ description of each Process
• Complexity of process (list number of tasks and types of challenges)
• List any relevant sub processes
• Attach Flow chart of process (and sub processes) - ideally created in Visio, PowerPoint or
similar
• Daily volume of transaction
• Average handling time per transaction in minutes
• Number of people working on it expressed in FTE employees (example 2.8 FTEs)
• Location of each FTE
• Loaded cost per months per employee average
• Exceptions, Trigger points
• From where get processes input? (Number/ kind of ERPs, external websites, SharePoints,
Excel, Word, etc.)
• First pass through (how many transactions complete successfully without any exceptions?
• (measured in Percent and absolute figures)
• Any other comments
18
Additional guiding questions
19
Project Brief - Example
Single Pilot Proof of Concept project
Participants Outcomes
• Process Analyst • Process Definition Document (PDD)
• Technical Architect • Pilot processes automated
• Developer • Evident benefit of automation demonstrated
• Tester
• Project Manager
Configure Robot
Stakeholder Process
Business Analysis
Confirmation Prioritisation
Comms Plan Definition Pilot Selection
Process Documentation BU 1
Socialisation of
Process Documentation BU 2
Discovery Phase
Selected Processes
Process Documentation BU
2
Pilot Set Up
Robotics
Installation
Infrastructure Security
Governance
• Data Policy for defining data logged and data stored in the work
queues
Robotic Workforce
Build
Define Design UAT Deploy
Test
Delivery Methodology
Delivery&Management
Test Approach Operational Support
Verification of Personal
Corporate Detail on Astute & Funeral
Claims
Rewards Centre of New business application
Excellence online
Rewards Centre of New business application -
Excellence hardcopy
Rewards Centre of Measurement files – health
Excellence assessment
Registering Claim On
Claims
ASISA
26
WHY ACCENTURE?
950+ Robotics School of Licenses
ACCENTURE ROBOTICS PARTNERS Robotics Experts
Lab Automation available to deploy
3000+ used to upskill
on demand
Business Advisors developers
Phantom FTE
Auto Hot Key
Retail: Allocation & consolidation F&A: MiniBots used for invoice Utilities: Minibots used in our
tool used for retail client to creation and indexing for accounts Seville location to streamline
streamline accounting, bank payable team . This tool has saved
statements & weekly cash invoicing and payment processes
reporting are driving a significant efforts of 1 FTE & provided for a large European Utilities
reduction in manual work and entry desired output in 25% of total time
taken when done manually. company are driving FTE 20%
errors.
Accenture Global Capability Banking: Robots deployed for Energy: Automated tool deployed F&A: Mailing tracker used for AP
invoice unmatched processing for for Billing team at large UK-based team to manage high volume
company in finance & banking energy provider, for processing
Deep Experience and a long history of technical implementations which include exceptions on customer accounts. mailboxes for query handling.
sector; achieved 40% in per Tool has saved 25 FTEs, reduced Significant reduction in manual
process mapping transaction handling time & 100% manual segregation & allocation
accuracy. labour & entry errors achieved.
Proven automation delivery framework & technology infrastructure design models and reduced manual entry errors.
for Robotics
Banking: Automation used to HR Operations: Automation tools Utilities: Letter generation & posting
Large pool of resources globally who can be quickly skilled to meet our clients’ implemented for large UK-based
tools used for UK-based energy provider
significantly improve process of to streamline process, reduce manual
Robotics needs HR Operations provider. Over 90% labour & increase quality of output.
manual reconciliation for banking Resulted in a combined saving of
of new hire set up process
Best practice automation documentation covers all phases of work; from organization. Currently saving 20FTEs, and increased productivity, and
streamlined, saving 2 FTEs of quality of communications.
assessment through to delivery and BAU 1.7FTE to increase to 3.3FTE. manual effort & reduced errors.
Robotics Process Automation
What is Accenture’s offering
RPA Assessment (as required) Controller – Monitor and schedule the running of Automated
Processes
RPA Setup and Delivery
Support the execution of processes (outsourcing of
Server based/Cloud-Based RPA
exceptions, problem management, etc.)
Technology
Operate RPA
Engagement models
In-House Capability (CoE) Joint Service Model Managed Service
• Client purchases and owns licenses • Client purchases and owns the licenses • Accenture purchases and owns
• Client establishes a CoE and builds up • Accenture’s RPA resources deliver licenses
the resources and skills over time process automation • Infrastructure can be owned by Client
• OR • Accenture’s Control team Operate or Accenture
• Accenture established a dedicated CoE
(maintain and run) automation on behalf • Accenture RPA resources deliver and
of Client run process automation on behalf of
with resources in a BOT model
Client
• Client leverages Accenture’s RPA
resources to deliver the pipeline of work
• Retain control of the capability and become a • Retain ownership of licenses and • Flexible pool of licenses (robots) available at no
pioneer in the market infrastructure minimum investment
Benefits
• Rapidly develop a CoE, utilising Accenture’s • Remove capacity constraints • Ability to ramp up licenses (robots) to deliver
skills, experience and assets. • Accenture takes responsibility to deliver the processes during seasonal peaks
outcome • Full access to Accenture’s propriety tools i.e.
• Leverage Accenture’s experience, skills Character Digitisation products and Digital
across multiple technologies Workforce Platform
• Time and investment needed to develop the internal • Upfront investment for licenses and infrastructure • Consideration around scaling infrastructure and
Considerations
capability and become self sufficient. • Constraints on the ability to use Accenture’s support services
• DLG may have difficulty sourcing and retaining the propriety tools i.e. Character Digitisation products • Need to establish the right commercial framework to
right people which could slow down the ability to and Digital Workforce Platform ensure DLG derive best value from it
scale up at pace.
• Robotics license fees and Infrastructure costs • Robotics license fees and infrastructure costs • No investment from DLG
Cost Elements
• CoE Design & Implementation fees • Flexible ‘Pay as you Go’ service fee based on; • Flexible ‘Pay as you Go’ service fee based on;
• Recruitment and training fees transaction price or fixed price with gain-share transaction price or fixed price with gain-share
and risk-reward mechanism and risk-reward mechanism
• Resource Augmentation fees
• Total Cost of Ownership (TCO) including people, 29
licenses, infrastructure for maintaining the CoE
Use Cases
30
Desktop Automation
Automation Approach
• Interaction with multiple systems
and tools
• Robots sit in central control of
the technology team
• Eliminates ad-hoc Grey IT, Cut &
Paste, scripts, macro’s
• Connections to systems become
Reusable objects which form
part of a process
• Replicates the user process and
works 24*7
• Goes at machine speed, error
free and 100% compliant
• Self-service platform for
automation creation
• Low management overhead
Data Centre
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Desktop Automation
Presentation Layer Integration
Robotic Automation Technology enables expediting of back office processing by automating the steps of
a rules-based, non-subjective process.
Automation is achieved via differing layers of the presentation layer, meaning no changes to the
underlying systems are required:
Application Connectors
• Interact with specific
products e.g. SAP
Technology Connectors
• Interact with platform activity
• Connect with Java, HTML, HLLAPI
• Use defined API
System Connectors
• Monitor OS activity
• Capture screen text
• Send mouse click messages
Surface Connectors
• Describe windows appearance
• Recognise drawn text
• Simulate mouse clicks
• Send keystrokes to window Universal Connection Scope
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Desktop Automation
Interfacing methods and supported Technologies:
• Windows Applications
• Java Applications
• Mainframe Applications
• HTML Applications
• Remote applications e.g. Citrix
• Accessible applications
• SAP applications
• Web Services
• APIs and COM Components – via .NET Extensions
• Direct Data Transfer
• File Manipulation via .NET Extensions
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Desktop Automation
Simple & Rapid Execution
Robotic automation is driven by logical instructions on how a business process should work
The Instructions are programmed rapidly within the robotic software using an interface that resembles a
simple Visio process map
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Unified Processes
Single consolidated view of business processes:
Enterprise Mashups provide a single point of entry for of business data integrated with legacy
applications to improve real-time decision making.
Enables improved operational efficiency and process handling time by integrating heterogeneous
applications:
Enterprise Legacy
Mashup/Portal Applications
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Processes Streamlining
Agent Desktop Modelling
Improves customer service experience by streamlining an agents interactions with a large number of
systems.
Migrates agent interactions from system driven to customer driven, optimising call processes, tools and
establishing a customer centric view, agents are more effective resulting in reduces average handle
times.
Import Export
ERP/CRM Systems
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Accenture Case Studies
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SCOPE OF WORKPLACE AUTOMATION
Consider the 2 types of human skill that technology seeks to automate:
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40
projects.
Unattended Automation
Main Applications
UnattendedCitrix
Used
(Outlook),
Automation
Knowledge Desktop
As Is Process
Invoices come in email, multiple formats. Key
Capture (Windows fields need to be indexed and saved along with
Custom App), Excel Order image.
RPA Solution
• Full unattended automation
Other Benefit/s: • Automation reads data from Email and
• Fully unattended automation, no human populate KDC
intervention required • Automation uses job aids (Excel) for data
• Reduced handling time resulting in improved transformation and business logic
SLA 5 days to Real Time • Seamless integration with KDC and Excel
• 5 days faster revenue recognition of 2.5M$ • Transaction logging
Applications
Hybrid Automation Process
Scan
Invoice
Indexing Invoice Expensing /
Invoice routed to Coding
Supplier Invoice Invoices (URN)
POC / Authorizer Expenses the invoice in
Receipt via PO gets indexed in Payments
for Outlook PeopleSoft by Indexing
Box and Email DFM basis
approval details as per DFM
details on the
DFM Documents invoice
(URN)
Comparison
• ~ 8% duplicates sent to • Code validation of post • Post approval re entry
Standard business PSFT entry
Process • 5% duplicate accrual
• Duplicate data entry
Interface not feasible
• 0% duplicates via tool • Code validation • Separate queue created
With RPA
check automated by • Approved voucher auto
• 0% duplicates accrual Automation Script created
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42
Accenture projects.
Case studies with Basav
43
Contact Information
44
Follow up on Robotic Process Automation
Alexander Steinberg RPA/ RPAaaS Solution Architect
Senior Manager multi-lingual, based in Munich, Germany
Email: [email protected]
Or you may refer to my knowledge blog on RPA and other Automation/ digital related topics:
https://blog.accenture.com/alexander_steinberg/