In the webinar, Eric Liebross, Auxis Senior VP of Back Office Optimization, provides insights into some of the truths and myths of Robotic Process Automation (RPA), some of the significant benefits it can provide, demonstrated a real-world live demo, and more. We hope you find the highlighted information in this presentation useful for your RPA initiatives. View the live demo here: https://www.auxis.com/rpa-demo

1. Confidential & Proprietary 1
October 4th, 2017
RPA 101:
Getting Your Feet Wet
October 4th, 2017

2. Today’s Agenda
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1. Why RPA?
2. What is RPA and what benefits can you expect from it?
3. What are some real-world RPA applications?
4. RPA Demo and Case Study
5. What does it take to implement RPA?
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3. Why RPA?...
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4. 44
Traditional Back Office Modern Back Office
STRATEGIC LOOKING
FORWARD
AGILE
SCALABLE COST
EFFECTIVE
AUTOMATED
TRANSACTIONAL
(75%+)
LOOKING
BACKWARD
CHANGE
RESISTANT
NOT
SCALABLE
HIGH
COST
HIGHLY
MANUAL
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5. Robotics Process Automation (RPA)
Business Process Management (BPM)
Automated Workflow
Digital Imaging
Account Reconciliation Tools
Automated Account Reconciliation
Journal Entry Workflow
Vendor Portals
Automated 3-way match for AP
Operational Reporting Dashboards and Analytics
Technology is at the core of the
Modern Back Office Model
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6. RPA: Among the Top 2017 Disruptive
Technologies
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 51% of total employment in the US can
be automated – McKinsey. “A future that
works: automation, employment, and
productivity”. January 2017
 Robotics Process Automation Software
market predicted to grow by 41% YOY to
2020 – Gartner December 2016
 The rate of RPA adoption is increasing
dramatically year over year. According to
the 2016 Dart RPA Benchmarking Survey,
only 35% of the SSC respondents had
not started RPA efforts, while the
remaining 65% had already either
implemented it (19%), in process of testing
(22%) or planning to implement (24%)

7. What is RPA?
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8. We’re not talking about R2-D2
processing your invoices…
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9. So, What is it?
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• It is a combination of user interface recognition and workflow execution
• It is non-invasive as it can be overlaid on existing systems without modifying the application’s code
Robotic Process Automation (RPA) is a capability (software and
services) that allows a virtual workforce (“bots”) to transact in
any of your company’s systems in the same way a human
would, to perform complex, rule-based activities
Operates applications like
people do, including
logging in/out, clicking on
buttons, and choosing
drop downs
Can Work Along Side Most Systems…Can Mimic Human Interfaces…
Works for all systems
including ERP, Web-based
HTML Databases (DB2,
Oracle, SQL Server) and
legacy systems
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10. Who is utilizing RPA?
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Source: Everest Group
Enterprises
Mid-sized
Small
BFSI
Retail &
consumer
goods
Heatlhcare
and Pharma
Government
Telco & Media
Manufacturing
Travel &
transportation
Other
66%
6%
28%
10%
16%
4%
12%
6%
10%
10%
32%
>$1B
$25M-1B
RPA market by size of buyers RPA market by industry
<$25M
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11. Where should RPA be considered?
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Process is executed
frequently and in large
volumes
Process is prone to
human error
Process requires
information search,
collation or updating
Structured and
digital data available
Process can be
broken down into
unambiguous rules
Process requires
access to multiple
systems
Process requires
limited exception
handling or human
intervention
Process requires
workflow enabled
interactions with people
RPA is ideal for repetitive, rule-based activities with significant human interaction
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12. What benefits can you expect?
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40-80%
Cost Savings
+80%
Productivity
EfficienciesBetter Accuracy
and Control
Increased
Scalability
Non-Intrusive
Greater Strategic
Focus
Improved
Analytics
Zero error rates

13. Common RPA Concerns
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Accuracy
Workflow Mgmt.
Capabilities
Audit &
Recording Keeping
Security &
Controls
IT Support
Requirements
CONCERNS RISK MITIGATION
• Is RPA processing accurately?
• Can Robots handle the volume?
• Can Robots multitask?
• What if a system issue occurs?
• How do I know what the bot is doing?
• Can we check its work?
• What is needed from the IT
organization?
• Detailed testing process; limited human
intervention
• Once configured and tested, robotic accuracy
should be 100%
• Tools to monitor robot performance and identify
issues 24/7
• RPA Administrator monitors activities and is alerted
to issues on performance (i.e., system down, etc.)
• Creates an auditable log of every action
• Work can be routed for approval similar to
human user
• Robot access to systems is controlled via normal
profile set up process and security protocols
(authorizations, secure VPN, etc.)
• Segregation of duties between robot configurators
and production environment
• What security is in place?
• Is the environment secure?
• RPA is a non-intrusive technology with no
integrations to systems required
• No physical or virtual infrastructure required
• Communication to RPA Administrator on any
system changes is required

14. Real-World Applications of
RPA
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15. Common Examples of RPA Application
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Repetitive keyboard/mouse tasks and activities users perform in Windows
Mass email generation, follow-ups, tracking, archiving, extracting
Conversion of data formats, graphics, presentation preparation
Data reading, data entry, import/export information
Database creations, retrievals, connections, forms, queries
File transfers from the Internet, reading/updating standard website pages
ERP transactions, data reading, image downloading, data entry, mass changes
Process workflows, lists, trackers, and file storage that need to be improved or implemented
Surveys, communication automation between teams, approvals, data validation
Automatic reading of PDF files, automatic forms filling
All types of periodic reporting, calculations, data analysis

16. Typical Functional Examples of RPA Use
(Cross- Industry)
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Requisition
Processing
Requisition processing
Requisition support
PO Processing PO processing
PO support
Supplier Master
Management
Supplier master management
Item master and content management
Verification and
approval
Reviewing a data base (paper or electronic) for proper
authorization
Preparing activity reports used in after-the-fact reviews for
approval
Review of account or department coding for correctness
Invoice
Processing
Receipt and processing of electronic inputs such as EDI,
magnetic tapes, etc.
Check preparation, handling activities
Account downloads from the ledger to the accounts
payable system to reconcile
Discrepancy
resolution
Identification of discrepancies such as price or quantity
differences, short pay, missing or invalid PO numbers
Follow-up on aged discrepant items
Correction of errors as received either from systems, audit
or sites
Supplier Payment Check preparation, handling, sorting, stuffing activities
Costs of sending payments, including postage and special
mail or pouches
Dispute
Management
Dispute identification, resolution and escalation
Root Cause eradication
P2P
Quote and
order
management
Contract and customer approach
Quote process
Customer profitability
Financing and payment methods
Order entry and processing
Customer service
Contract administration
Credit
Management
Customer segmentation
Customer credit management
Credit policy
Commercial interface
Customer
Billing
Unbilled management and billing triggers
Bill calculation and verification
Customized billing
Credit note processing
Cash
Application
Cash posting
AR reconciliation
Unallocated and unapplied cash
Short payments
Collections
Management
Collections approach
Collections activity
Targeting
Litigation and debt provision
O2C

17. General Ledger
Accounting
Manual journal entry processing
GL reconciliation and analysis
GL Reporting
Maintain GL and accounting policies
Intercompany
Accounting
Domestic originating activities
International originating activities
International reconciliations
Cost
Accounting
Product/service accounting
Project accounting
Fixed Asset FA recording and accounting / WIP
FA statutory requirements
Asset control activities and policies
R2R
Compensation
and benefits
Compensation benefits strategy
Salary survey
Strategic surveys
Strategic procurement
Compensation plans
Benefit schemes
Retention
Performance
Management
Goal and objective setting
Performance appraisals
Succession plans
Talent Management
Employee
lifecycle
management
Contract management
Employee relations admin
Employee master data
Leave and absence admin
Employee self-service management
Exit admin
Learning and
development
Training booking
Registers and record keeping
Personal development plans
HIRE TO RETIRE
Organization
Management
Policies and procedures
Change management
Organization survey management
Health and safety
Internal communication
Recruitment Recruitment planning
Candidate sourcing
Candidate screening and assessment
New joiner hiring
New joiner onboarding
HIRE TO RETIRE
Typical Functional Examples of RPA Use
(Cross- Industry)
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18. Functional Examples of RPA Use
(Insurance Industry)
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Claims
Validation of policy details
Routing of Correspondence
Automated Closing of Claims
Settlements
Issuing Remittance Notices
Bulk Payments
Compliance
Redemptions Processing
Compliance Reporting Automation
Policy Cancellations
Rejected Card Payment Processing
Charge Offs
Premium Reconciliations
Settlements
Customer Service
Insurance Certificates
Sales Leads Imports
Quotations
Policy Administration
Mid-Term Adjustments
Data Cleansing
• RPA has been used to tie associated
business rules to support processing,
administration and decision-making for
underwriting and claims administration,
automating simpler transactions and
routing more complex, exception
handling to specific employees trained to
handle them.
• RPA has also made data retrieval easier
and faster, facilitating some customer
service and compliance reporting

19. RPA Demo and Case Study
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20. Real World Example:
Accounts Payable Automation
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View the Auxis Demo of Robotic
Process Automation (RPA) here!

21. The Solution
Auxis designed a solution to reduce the majority of the manual work required from accessing multiple systems in
order to process one transaction. Using a central data repository, all of the disparate data elements (i.e.,
invoice, purchasing and receiving data) would reside in one location, enabling the “robot” to review all required
data, automatically process matched transactions, and alert an experienced “human” processor to resolve
exceptions.
Auxis RPA Case Study
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Client Profile
Global manufacturing company with revenues of more than $2.5B, and with more than 60 manufacturing plants
across the world.
The Challenge
The company’s North American operations (with revenues exceeding $1B), had established a US-based shared
services center and had migrated several functions into the SSC, but was challenged by the fact that the various
operating entities were highly decentralized, with 23 plants running multiple operational systems. For
Accounts Payable, processors were required to manually enter all invoices received into multiple systems
(purchasing, receiving and invoice processing and payment). In all, 21 FTE’s were performing Accounts Payable
activities across all plants.
The Result
 13 different ERP´s
 4 Purchasing Systems
 4 Receiving Systems
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22. Robotics Solution for AP
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Deploying RPA to reduce complexity and standardize processes
Robot Manages Complexity
X´s 13
X´s 23
X´s 21
X’s 1-2 +
10 TE
Manual
Robot

23. Projected Impact of RPA
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A Robotics solution provides significant efficiency and simplification to
a very complex operation
13,478
11,048
7,425
5,648
5,524
- 2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000
Top Performer
RPA Solution
Median Performer
Bottom Performer
Current Rank
Invoices/FTE
3.55
8.42
10.50
17.82
21.4
0 5 10 15 20 25
Top
Median
RPA Solution
Bottom
Current Rank
# AP FTE's / $1B Revenue
$1.87
$4.01
$4.14
$7.88
$8.15
$- $1.00 $2.00 $3.00 $4.00 $5.00 $6.00 $7.00 $8.00 $9.00
Top Performer
RPA Solution
Median Performer
Bottom Performer
Current Rank
Cost Per Invoice

24. What Does it Take to
Implement RPA?
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25. RPA is not a project. RPA is a journey!
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1. RPA
Assessment
3-6 weeks
Asses RPA Opportunities
Develop RPA Business Case
Define RPA Roadmap
1-3 months
2. Build
RPA POC 3. Deploy
RPA POC
1-3 months
4. Ramp
Up RPA
TBD
Expand to other processes
Continuous Improvement
Evaluate Pilot & Lessons Learned
Continue Building RPA Expertise

26. • Assess business process for fit with RPA
• Refine improvement opportunities and validate
• Quantify value creation potential of
opportunities
• Estimate implementation ease
• Evaluate and prioritize
• Create “deep dive” analysis plan
• Identify short-term and long-term
benefits and costs
• Construct business case
During the Opportunity Assessment, opportunities are identified then quantified
and prioritized according to the expected benefits and ease of implementation
Develop “Automation” Plan
Prioritize
Opportunities
Identify High-Potential RPA
Opportunities
LOW
VALUE =
BENEFITS
TO COST
RATIO
HIGH
Quick Wins
HIGHEASE OF IMPLEMENTATION
(CHANGEABILITY)
Long Term
Opportunities
Avoid Work
in These
Areas
Consider
Opportunity
Carefully
• Narrow-focused scope
• Minimal or no CAPEX
• Low risk
• Rapid implementation
Initiative Timing
Opportunity 1
Opportunity 2
Opportunity 3
Opportunity 4
Oppotunity 5
RPA Opportunity Assessment
High Level Methodology
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27. What should I take home
from today?
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28. Summary
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• Traditional back offices are not going to cut it. You need to modernize
and free up time for real value-added activities.
• RPA is a great tool to achieve this, and it’s not a thing of the future, it’s
happening right now!
• RPA can help you drive efficiencies in highly complicated operating
environments, where traditional IT solutions are not readily available or
are too costly to implement
• RPA is not a project, it’s a journey. Before embarking on it, make sure you
partner with an expert that has both the business process and the technical
expertise.
• Start small and test it. Take the time understand the opportunities that
exist in your organization, and define a realistic and practical implementation
approach.
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29. Join us for Part 2: Diving into RPA
Nov. 2, 2017 | 1-2pm EST.
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We will be covering:
1. A Detailed Look at How to Effectively Identify,
Evaluate and Prioritize the RPA Opportunities
in Your Organization
2. Who are the major software vendor providers
in the market? How do they compare?
3. What new skills and capabilities are needed to
implement and support RPA?
4. What are your deployment model options –
internally vs. robotics as a service
5. How to embrace your workforce?
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30. Confidential & Proprietary
Schedule your Free
1-Hour RPA Consultation
E-mail fabiana.corredor@auxis.com
Academy
• Training type: online/instructor-led
• Training duration: 4 hours
• Audience: Process owners, any business representatives
• Attendees: minimum 5 persons, no upper limit
Attend an RPA Awareness
Training for your team on us!
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31. RPA 101:
Getting Your Feet Wet
Confidential & Proprietary
October 4th, 2017
Thank you!
Eric Liebross
eric.liebross@auxis.com
954-648-5294
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