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Taking Advantage and
Implementing RPA
Allan C. Tan
CEO / President
Member of :
Group of Companies
IQ of Machine Intelligence
55.5
47.3
33 32
24
Source: Business Insider
What is RPA?
https://www.youtube.com/watch?v=xbPOCWS50-w
Benefits of RPA
TOP RPA Targets
• Global Shared and Support Services
• Administrative functions (e.g. HR, Accounting)
• Business Processes Outsourcing
• Banking and Financial Services & Insurance (BFSI)
• Utilities
• Healthcare
• Travel & Hospitality
Current RPA Tools
Current State of RPA
• RPA is still at its infancy
• Most companies are
exploring and learning
• Only 19% of companies
have implemented RPA
• Level 1 RPA has a lot of
ground to cover
The Benefit Is Real
• Quintiles IMS saved at least P25M from automation
• ANZ is running more than 1,900 bots saving 40% of
their labor cost
• Dell EMC saved more than $2M annually within 2
months
• Walgreens, NASA, EY, Ford, and many other MNCs
are investing millions into RPA
RPA is not only Cost Savings…
• RPA can perform tasks very fast… making
turnaround time much shorter.
• BlueCross needs to process 70K transactions in 14
days for compliance - only solution is RPA.
• Robots do not make mistakes. Thus, improves
quality and customer satisfaction.
• Helps in seasonal work… no need to hire/fire
people.
Implementing RPA
Start with a Pilot
1. Look for time consuming & tedious tasks.
2. Explain objectives and ask for support.
3. Pick task with significant cost savings and
department support.
4. Execute RPA and show proof of cost savings.
Planning for RPA
1. Get support from management. Show
proof.
2. Prepare stakeholders and end-users.
3. Build advocates from end-users.
4. Involve IT and production team.
Look for Use Cases
1. Look for quick wins.
2. Identify effort and cost savings.
3. Start with supportive departments /
managers.
Monitor Results
1. Keep track of actual cost savings.
2. Keep track of productivity gains.
3. Establish a library of utilities / automation
scripts for reuse.
Expand
1. Look for RPA ambassadors.
2. Expand to other departments.
3. Repeat the cycle.
4. Expansion will be a natural occurrence if
you are successful.
Cost Considerations
1. Process Automation Consultant / Analyst
2. Automation Engineers / Programmers
3. RPA Lead / Point of Contact
4. Software License
• Server License
• Agent License
Practical Tips and Advise
• RPA is for best for enterprise. So, there needs a
strong governance and compliance to company
standards.
• Prepare the employees;
• Paint the busy and stressful picture and how RPA can
help them.
• Don’t talk about reduction, but reallocation and clear
tasks.
• Ensure process is clearly established before
automation.
Practical Tips and Advise
• If there is resistance, go where RPA is wanted.
Others will follow later.
• Ensure cross-functional interaction (e.g.
coordinate with SAP team as automation may be
supported by SAP)
• Who will sponsor? VP or SVP of Global Shared
Service, CEO or COO
• RPA is a tactical solution, not strategic. It will be
replaced later.
Practical Tips and Advise
• There are many stakeholders - IT, Security,
Governance, Production. Talk to all of them to get
their support.
• Need IT Support, also need to consider security
on Infrastructure.
• Treat bots as employees, with access rights.
• Clarify security access rights of the bots (e.g.
system accounts, user accounts, etc.)
Practical Tips and Advise
• Implementation is not SDLC, but agile due to fast
turn-around (days).
• Re: IP - workflow is owned by client. Bots is
owned by vendor.
• Unassisted bot has clear cost savings.
Overcoming Automation
• Automation will come regardless…
• People should prepare, upskill and enjoy more
fulfilling work.
• Automation is an assistant to improve
productivity of people, not replace people.
• We should be leading the automation revolution,
or we will be obsolete.
RPA Philippines
• Join RPA Philippines in Facebook and help build
the community.
Thank you!
allanctan
Email: allan@ideyatech.com
ph.linkedin.com/in/allanctan/
Member of :
Group of Companies

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RPA - International Quality Summit

  • 1. Taking Advantage and Implementing RPA Allan C. Tan CEO / President Member of : Group of Companies
  • 2.
  • 3. IQ of Machine Intelligence 55.5 47.3 33 32 24 Source: Business Insider
  • 6.
  • 7. TOP RPA Targets • Global Shared and Support Services • Administrative functions (e.g. HR, Accounting) • Business Processes Outsourcing • Banking and Financial Services & Insurance (BFSI) • Utilities • Healthcare • Travel & Hospitality
  • 9. Current State of RPA • RPA is still at its infancy • Most companies are exploring and learning • Only 19% of companies have implemented RPA • Level 1 RPA has a lot of ground to cover
  • 10. The Benefit Is Real • Quintiles IMS saved at least P25M from automation • ANZ is running more than 1,900 bots saving 40% of their labor cost • Dell EMC saved more than $2M annually within 2 months • Walgreens, NASA, EY, Ford, and many other MNCs are investing millions into RPA
  • 11. RPA is not only Cost Savings… • RPA can perform tasks very fast… making turnaround time much shorter. • BlueCross needs to process 70K transactions in 14 days for compliance - only solution is RPA. • Robots do not make mistakes. Thus, improves quality and customer satisfaction. • Helps in seasonal work… no need to hire/fire people.
  • 13. Start with a Pilot 1. Look for time consuming & tedious tasks. 2. Explain objectives and ask for support. 3. Pick task with significant cost savings and department support. 4. Execute RPA and show proof of cost savings.
  • 14. Planning for RPA 1. Get support from management. Show proof. 2. Prepare stakeholders and end-users. 3. Build advocates from end-users. 4. Involve IT and production team.
  • 15. Look for Use Cases 1. Look for quick wins. 2. Identify effort and cost savings. 3. Start with supportive departments / managers.
  • 16. Monitor Results 1. Keep track of actual cost savings. 2. Keep track of productivity gains. 3. Establish a library of utilities / automation scripts for reuse.
  • 17. Expand 1. Look for RPA ambassadors. 2. Expand to other departments. 3. Repeat the cycle. 4. Expansion will be a natural occurrence if you are successful.
  • 18. Cost Considerations 1. Process Automation Consultant / Analyst 2. Automation Engineers / Programmers 3. RPA Lead / Point of Contact 4. Software License • Server License • Agent License
  • 19. Practical Tips and Advise • RPA is for best for enterprise. So, there needs a strong governance and compliance to company standards. • Prepare the employees; • Paint the busy and stressful picture and how RPA can help them. • Don’t talk about reduction, but reallocation and clear tasks. • Ensure process is clearly established before automation.
  • 20. Practical Tips and Advise • If there is resistance, go where RPA is wanted. Others will follow later. • Ensure cross-functional interaction (e.g. coordinate with SAP team as automation may be supported by SAP) • Who will sponsor? VP or SVP of Global Shared Service, CEO or COO • RPA is a tactical solution, not strategic. It will be replaced later.
  • 21. Practical Tips and Advise • There are many stakeholders - IT, Security, Governance, Production. Talk to all of them to get their support. • Need IT Support, also need to consider security on Infrastructure. • Treat bots as employees, with access rights. • Clarify security access rights of the bots (e.g. system accounts, user accounts, etc.)
  • 22. Practical Tips and Advise • Implementation is not SDLC, but agile due to fast turn-around (days). • Re: IP - workflow is owned by client. Bots is owned by vendor. • Unassisted bot has clear cost savings.
  • 23. Overcoming Automation • Automation will come regardless… • People should prepare, upskill and enjoy more fulfilling work. • Automation is an assistant to improve productivity of people, not replace people. • We should be leading the automation revolution, or we will be obsolete.
  • 24. RPA Philippines • Join RPA Philippines in Facebook and help build the community.