What if software bots didn’t take the place of humans, but worked alongside them?
Software bots could automate tedious and time-consuming work which would enable humans to focus on creative, challenging problems.
You could design your workflow to capitalise on the best attributes of both humans and software bots, which could lead to many benefits.
Join us on this webinar where we will show how humans and software bots can work together in a customer success scenario.
The future of work scenario weaves together K2, UiPath, Microsoft Flow and Artificial Intelligence.
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rapidMATION Webinar: The future of work: humans and software bots working together
1. Webinar: The future of work humans and software bots
working together
What if software bots didn’t take the place of humans, but worked alongside them?
Software bots could automate tedious and time-consuming work which would enable humans to focus
on creative, challenging problems.
You could design your workflow to capitalise on the best attributes of both humans and software bots,
which could lead to many benefits.
Join us on this webinar where we will show how humans and software bots can work together in a
customer success scenario.
The future of work scenario weaves together K2, UiPath, Microsoft Flow and Artificial Intelligence.
Don’t delay, register today.
2. The future of work:
Humans and software bots working together
Shaun Leisegang
rapidMATION
4. An introduction to DPA and RPA
ACRONYMS
• DPA = Digital Process Automation.
• RPA = Robotic Process Automation.
WHAT IS DIGITAL PROCESS AUTOMATION (DPA)
• A strategic approach that concentrates on reshaping and digitising an organisation’s existing
business processes to achieve optimal efficiency and productivity.
• Involves humans and forms, workflow, data and reports.
• Also known as Business Process Management (BPM).
WHAT IS ROBOTIC PROCESS AUTOMATION (RPA)
• Automates repetitive rules-based tasks typically performed by humans on their computer utilising the
user interface to manipulate data and applications just as a human would.
SUMMARY
• Both technologies deal with automation.
• Both are being increasingly used in digital transformation projects.
• One cannot serve as a substitute for the other.
• DPA and RPA are complementary to each other and, when deployed together, provide a powerful
platform to enable digital transformation organisation-wide.
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6. Technology
• Digital Process Automation (DPA) platform.
• Build business apps that include forms, workflow, data and reports.
• Learn more: https://www.K2.com
• Robotic Process Automation (RPA) platform.
• Automates repetitive rules-based tasks typically performed by
humans using the user interface.
• Learn more: https://www.UiPath.com
• Simple workflow automation platform.
• If this then that type scenarios.
• Learn more: https://flow.microsoft.com
• Customer Success software platform.
• Learn more: https://www.AppsForOps.com
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21. What You Saw
AppsForOps Timeline
• View a timeline of all customer activity right in my inbox.
• Activity included emails, calls, tasks, notes and data flowing in from our existing systems.
• Playbooks fire when certain conditions are met across all of our data and a Webhook is called.
22. What You Saw
AppsForOps Timeline
• View a timeline of all customer activity right in my inbox.
• Activity included emails, calls, tasks, notes and data flowing in from our existing systems.
• Playbooks fire when certain conditions are met across all of our data and a Webhook is called.
K2
• Process can be started by Webhook or through Microsoft Flow.
• K2 and Microsoft Flow have seamless integration.
• Sent email to “check the temperature” of the customer.
23. What You Saw
AppsForOps Timeline
• View a timeline of all customer activity right in my inbox.
• Activity included emails, calls, tasks, notes and data flowing in from our existing systems.
• Playbooks fire when certain conditions are met across all of our data and a Webhook is called.
K2
• Process can be started by Webhook or through Microsoft Flow.
• K2 and Microsoft Flow have seamless integration.
• Sent email to “check the temperature” of the customer.
UiPath
• Took care of mundane and time consuming work to check email responses.
• If all good, no need to do anything as AppsForOps Timeline was automatically updated.
24. What You Saw
AppsForOps Timeline
• View a timeline of all customer activity right in my inbox.
• Activity included emails, calls, tasks, notes and data flowing in from our existing systems.
• Playbooks fire when certain conditions are met across all of our data and a Webhook is called.
K2
• Process can be started by Webhook or through Microsoft Flow.
• K2 and Microsoft Flow have seamless integration.
• Sent email to “check the temperature” of the customer.
UiPath
• Took care of mundane and time consuming work to check email responses.
• If all good, no need to do anything as AppsForOps Timeline was automatically updated.
Outcome
• Team dealing with exceptions rather than administration.
• Using the best attributes of both humans and software bots.
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32. Artificial Intelligence (AI)
TECHNOLOGY
• Microsoft Text Analytics API.
• Sentiment Analysis API evaluates text input.
• Returns a sentiment score ranging from 0 (negative) to 1 (positive).
• Useful for detecting + and - sentiment in emails, social media, customer reviews, and discussion forums.
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43. What You Saw
K2
• Used to create a business app to save the response from the customer survey.
• Quick, easy and available across mobile, tablet and desktop.
• When K2 SmartForm was submitted it started a Microsoft Flow.
44. What You Saw
K2
• Used to create a business app to save the response from the customer survey.
• Quick, easy and available across mobile, tablet and desktop.
• When K2 SmartForm was submitted it started a Microsoft Flow.
Microsoft Flow
• Wrote the customer survey response to AppsForOps Timeline.
• Checked in the customer survey response was less than 6.
• Extracted the comments and used Sentiment Analysis to pick up the feeling of the customer.
• Sent out an SMS to the Customer Success Manager to check in immediately.
45. What You Saw
K2
• Used to create a business app to save the response from the customer survey.
• Quick, easy and available across mobile, tablet and desktop.
• When K2 SmartForm was submitted it started a Microsoft Flow.
Microsoft Flow
• Wrote the customer survey response to AppsForOps Timeline.
• Checked in the customer survey response was less than 6.
• Extracted the comments and used Sentiment Analysis to pick up the feeling of the customer.
• Sent out an SMS to the Customer Success Manager to check in immediately.
UiPath
• Ensured that all systems were kept up to date and updated AppsForOps Timeline.
46. What You Saw
K2
• Used to create a business app to save the response from the customer survey.
• Quick, easy and available across mobile, tablet and desktop.
• When K2 SmartForm was submitted it started a Microsoft Flow.
Microsoft Flow
• Wrote the customer survey response to AppsForOps Timeline.
• Checked in the customer survey response was less than 6.
• Extracted the comments and used Sentiment Analysis to pick up the feeling of the customer.
• Sent out an SMS to the Customer Success Manager to check in immediately.
UiPath
• Ensured that all systems were kept up to date and updated AppsForOps Timeline.
Outcome
• Team dealing with exceptions rather than administration.
• Using the best attributes of both humans and software bots.
• Customer Success Manager was alerted straight away via SMS.
• Customer Success Manager has all context in a single timeline view before meeting with the customer.
48. Summary
The future of work: humans and software bots working together
• Intelligent automation is making our team way more efficient.
• Software bots aren’t replacing our team but rather working alongside them.
• Software bots are automating tedious and time-consuming work.
• This allows our team to focus on creative, challenging problems.
49. Next Steps
WANT TO SEE MORE K2 + UiPATH IN ACTION
• Visit our resource page: https://bit.ly/K2UiPath
• Webinar Resources: K2 + UiPath = Full Lifecycle Business Automation
• Showcase: K2 + UiPath for Invoice Processing
• Showcase: K2 + UiPath for Master Data Management
• Showcase: K2 + UiPath for Expense Claim Management
NEED MORE DETAILS ON K2
• Drop Rudi an email on Rudi@K2.com
NEED MORE DETAILS ON UiPATH
• Drop Shaun an email on Shaun@rapidMATION.com
• Getting started with RPA > From process selection to POC in 10 days