An Overview of Robotic Process Automation (RPA)

ARJUN S MEDA
ARJUN S MEDACertified RPA Professional
Robotic Process Automation and
Intelligent Automation Meetup
Group
Welcomes you
ROBOTICS PROCESS
AUTOMATION (RPA)
AN OVERVIEW
- BY ARJUN S MEDA AND KAPIL KATHURIA
AGENDA
• Understanding RPA
• Benefits of RPA
• New Roles
• Bot Economy
• Market Trends
• RPA Platform Providers
• Use Cases
• Demos
WHAT’S RPA?
Robotic
Process
Automation
Sequence of steps in a task or activity
Capability to mimic human actions
Executed without human intervention
RPA OVERVIEW
• Automation at UI Level
• No API Required
• Any type of Application
• No process re-engineering
• Out of box integration
KEY BENEFITS
• Non invasive
• Data Creation: Analytics, Audit,
Regulatory
• Scale-up / Scale-down
• Low on code: easy automation
by non-IT
• Quick turnaround
• Documentation and
Standardization
• Let humans do what we are best
at - INNOVATION
FAQ
• Type of Robots – Attended and Unattended
• Are Robots stable?
• Does it impact underlying applications?
• Application Changes
• Are these strategic or tactical? Normal automation vs RPA
automation?
• Would it reduce process execution time?
• What are other challenges / dis-advantages worth knowing?
• Are Software robots better than Human?
WHAT ARE THE BEST USE CASE FOR RPA?
Repetitive Rule Base Structured /
Semi
WHAT ARE THE BEST USE CASE FOR RPA?
Client Onboarding PDF Processing Data Scraping from
huge number of
Websites
Data Analysis (in Excel)
Some examples but there are many more…
LET’S SEE IT IN ACTION
DEMOS AND CASE STUDIES
CASE STUDY – AGREEMENT PROCESSING –
1/2
Get PDF from Email Eyeball data in PDF Reconcile Data in Apps Generate Reports
Get PDF from Email
Intelligent OCR – Extract
Data
RPA – Reconcile Data in
Apps
RPA – Generate Reports
CASE STUDY – AGREEMENT PROCESSING –
2/2
EFFORT SAVED
• 200 agreements per day
• Average 5 pages per
agreements
• Average 2 minutes per page
• Total Effort: 32hrs/day
OTHER BENEFITS
• Round the clock processing
• Logs for Audit and Regulatory
• Scalable
• Prioritization / impose SLA
• Analytics
STILL SOUNDS USEFUL? HOW CAN I TAKE
THIS FORWARD?
STATE OF TECHNOLOGY, VENDORS, NEXT STEPS
RPA LIFECYCLE
• Process Assessments
• ROI Analysis
• Automation Pipeline
• Solution Design
• Bot Development & Testing
• Production Deployment
• Hypercare
• Production Support
STATE OF TECHNOLOGY
Easier / Possible to do
• Rule based automation: 2015-
16
• Web, Excel, Desktop: Easier,
Stable
• Citrix, Terminal, Flash
• OCR: PDF, Image processing
• Image matching: Citrix
automation
• Document classification
• Semi-structured Data Entity
Extraction for less variation
Not so easy today…
• Semi-structured Entity
extraction: large no. of temp.
• Unstructured data
• Frequently changing Apps / UIs
• Out-of-box sentiment analysis
• Rule Engines
• Out-of-box chatbots
RPA VENDORS
• Magic Quadrant Gartner
RPA VENDORS
RPA VENDORS
https://www.gartner.com/reviews/market/robotic-process-automatio-software
RPA VENDORS
https://trends.google.com/trends/explore?q=UiPath,automation%20anywhere,Bluepris
OTHER TOOLS / VENDORS
• Documentation: Epiplex,
UiPerform
• Process Discovery: Many
(Celonis, Epiance etc.)
• Unstructured Data: Custom
model based on NLP. Ikarus,
Datum, Abbyy, Kofax,
Workfusion…
• Chatbots
NEW ROLES
Bot Support
CX Designer
COE
Manager
Bot
Developers
Bot Insight
Analyst
Bot
Architects
Bot
Supervisor
THE NEW BOT ECONOMY
IMPLEMENTATION STRATEGIES
IN-HOUSE
• Learn Process for
RPA
• Finalize and
Obtain Tool(s)
• Train People
• Develop &
Maintain
SERVICES
• Find Partner
• Have Partner review
process(s)
• Are there any
readymade BOTs?
• Negotiate
• Develop & Maintain
• Analyze
FREELANCERS
• Find Freelancers
• Have them review
processes
• Negotiate
• Develop &
Maintain
• Analyze
C o n s u l t a n c y
HOW TO GET STARTED
Directly from RPA platform providers
UiPath: https://academy.uipath.com
Automation Anywhere: https://www.automationanywhereuniversity.com/
Workfusion: https://automationacademy.com/
DISCUSSIONS
Q&A
THANK YOU
INDIQUBE FOR HOSTING US
1 sur 26

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An Overview of Robotic Process Automation (RPA)

  • 1. Robotic Process Automation and Intelligent Automation Meetup Group Welcomes you
  • 2. ROBOTICS PROCESS AUTOMATION (RPA) AN OVERVIEW - BY ARJUN S MEDA AND KAPIL KATHURIA
  • 3. AGENDA • Understanding RPA • Benefits of RPA • New Roles • Bot Economy • Market Trends • RPA Platform Providers • Use Cases • Demos
  • 4. WHAT’S RPA? Robotic Process Automation Sequence of steps in a task or activity Capability to mimic human actions Executed without human intervention
  • 5. RPA OVERVIEW • Automation at UI Level • No API Required • Any type of Application • No process re-engineering • Out of box integration
  • 6. KEY BENEFITS • Non invasive • Data Creation: Analytics, Audit, Regulatory • Scale-up / Scale-down • Low on code: easy automation by non-IT • Quick turnaround • Documentation and Standardization • Let humans do what we are best at - INNOVATION
  • 7. FAQ • Type of Robots – Attended and Unattended • Are Robots stable? • Does it impact underlying applications? • Application Changes • Are these strategic or tactical? Normal automation vs RPA automation? • Would it reduce process execution time? • What are other challenges / dis-advantages worth knowing? • Are Software robots better than Human?
  • 8. WHAT ARE THE BEST USE CASE FOR RPA? Repetitive Rule Base Structured / Semi
  • 9. WHAT ARE THE BEST USE CASE FOR RPA? Client Onboarding PDF Processing Data Scraping from huge number of Websites Data Analysis (in Excel) Some examples but there are many more…
  • 10. LET’S SEE IT IN ACTION DEMOS AND CASE STUDIES
  • 11. CASE STUDY – AGREEMENT PROCESSING – 1/2 Get PDF from Email Eyeball data in PDF Reconcile Data in Apps Generate Reports Get PDF from Email Intelligent OCR – Extract Data RPA – Reconcile Data in Apps RPA – Generate Reports
  • 12. CASE STUDY – AGREEMENT PROCESSING – 2/2 EFFORT SAVED • 200 agreements per day • Average 5 pages per agreements • Average 2 minutes per page • Total Effort: 32hrs/day OTHER BENEFITS • Round the clock processing • Logs for Audit and Regulatory • Scalable • Prioritization / impose SLA • Analytics
  • 13. STILL SOUNDS USEFUL? HOW CAN I TAKE THIS FORWARD? STATE OF TECHNOLOGY, VENDORS, NEXT STEPS
  • 14. RPA LIFECYCLE • Process Assessments • ROI Analysis • Automation Pipeline • Solution Design • Bot Development & Testing • Production Deployment • Hypercare • Production Support
  • 15. STATE OF TECHNOLOGY Easier / Possible to do • Rule based automation: 2015- 16 • Web, Excel, Desktop: Easier, Stable • Citrix, Terminal, Flash • OCR: PDF, Image processing • Image matching: Citrix automation • Document classification • Semi-structured Data Entity Extraction for less variation Not so easy today… • Semi-structured Entity extraction: large no. of temp. • Unstructured data • Frequently changing Apps / UIs • Out-of-box sentiment analysis • Rule Engines • Out-of-box chatbots
  • 16. RPA VENDORS • Magic Quadrant Gartner
  • 20. OTHER TOOLS / VENDORS • Documentation: Epiplex, UiPerform • Process Discovery: Many (Celonis, Epiance etc.) • Unstructured Data: Custom model based on NLP. Ikarus, Datum, Abbyy, Kofax, Workfusion… • Chatbots
  • 21. NEW ROLES Bot Support CX Designer COE Manager Bot Developers Bot Insight Analyst Bot Architects Bot Supervisor
  • 22. THE NEW BOT ECONOMY
  • 23. IMPLEMENTATION STRATEGIES IN-HOUSE • Learn Process for RPA • Finalize and Obtain Tool(s) • Train People • Develop & Maintain SERVICES • Find Partner • Have Partner review process(s) • Are there any readymade BOTs? • Negotiate • Develop & Maintain • Analyze FREELANCERS • Find Freelancers • Have them review processes • Negotiate • Develop & Maintain • Analyze C o n s u l t a n c y
  • 24. HOW TO GET STARTED Directly from RPA platform providers UiPath: https://academy.uipath.com Automation Anywhere: https://www.automationanywhereuniversity.com/ Workfusion: https://automationacademy.com/

Notes de l'éditeur

  1. Pre welcome slide 1st Demo video to be embedded here
  2. Any type of Application – Web Apps (gmail, government website, data scraping), Desktop Apps (Outlook), Terminal Apps (mainframe), Citrix, ERP (SAP) etc.
  3. Any type of Application – Web Apps (gmail, government website, data scraping), Desktop Apps (Outlook), Terminal Apps (mainframe), Citrix, ERP (SAP) etc.
  4. Robot vs human : 24*7, Predictable, Logged