This presentation was part of an RPA based workshop with companies from different industries assessing if RPA is suitable for their business.

1. Introducing
Intelligent Automation:
The Next Generation of RPA
Joe Keating
Chief Data Officer, Glantus
E: Joe.Keating@Glantus.com
M: +353 86 8317 280
Owen M Kilbane
Senior Sales Account Executive, Kofax
E: Owen.Kilbane@Kofax.com
M: +44 7825 008675

2. Banking & Insurance 28% *
Government 16% *
Manufacturing & Retail 30% *
Public
Social
Services
Department
Who is Kofax?
* Percent of total software license revenues
 Founded in 1985
 Leading supplier of software to automate and digitally
transform human and information intensive processes
 Pivoting from “capture” to higher value, more
comprehensive solutions and intelligent automation
 Large installed base of 21,000+ end user customers
 Global hybrid go-to-market model that supports direct
and indirect channels to address SMB through
enterprise users
 ~1,500 employees in 30+ countries
 Headquartered in Irvine, CA, USA
 Main Shareholder : Thoma Bravo

3. Intelligent automation is a core capability to enable the change
to digital, automated, and smart business processes…
Traditional operations Digital operations
Enterprise DC
Reporting &
descriptive
analytics
Reporting &
descriptive
analytics
Legacy systems
Reporting &
descriptive
analytics
ERP 2 ERP 3ERP 1
Driving business results
Centralized
database
Omnichannel
platforms
Automation
technologies
Automation technologies such as robotics,
machine learning, NLP, BPM, OCR, and
advanced analytics support digital operations
Knowledge-based process Transactional processStrategic process
Intelligent automation robotsHuman workforce
Business outcomes
Cost elimination and profit maximization
Process efficiency
Increased workforce productivity
Enhanced employee experience
Enhanced customer experience
Improved governance and compliance
Higher flexibility & capacity creation
Touchless transactions
Major problems in traditional operations
Processing high volumes of unstructured data
Manual processing of mundane tasks and human errors
Legacy systems not compatible with modern applications
Increased customer queries across multiple channels
Acronyms used: NLP (Natural Language Processing), BPM (Business Process Management), OCR (Optical Character Recognition)
Source: Everest Group (2018)

4. Value
A U T O M A T I O N C A P A B I L I T Y
Scripts
and Macros
Automates rules-
based tasks within
a single application
Robotic Process
Automation
Automates rules-based
tasks across multiple
applications to create a
Digital Worker
Artificial
Intelligence
Mimics human
actions and
decision-making
using advanced
technologies to
understand
environments and
improve outcomes
while creating the
AI Digital Worker
The Digital Labour spectrum
Provides a range of automation capability to
fill the workplace ‘capacity gap’
Intelligent
Automation
Augments human
judgment and decision
making by combining
machine learning and
automation to create
smart Digital Workers
Kofax

5. Seamless bundling of capabilities to address RPA shortfalls
Introducing…Kofax Intelligent Automation (Kofax IA)
INTELLIGENT
AUTOMATION
Mobile, Capture
& Intelligent
OCR
Ingest any document, using
machine learning for
unstructured data
Robotic
Process
Automation
Workflow
Orchestration
Advanced
Analytics
Digital
Messenger
E-signature
Automate routine workflow, exception
handling and case management
processes for compliance and flexibility
Provide actionable analytics on license
utilisation, digital workforce value, bot
processing and process variation
Generate multi-channel digital and
paper communications in batch,
on-demand or interactive mode
Capture and verify signatures, using
e-signature, biometrics, click-to-sign,
photo or handwritten signatures
Acquire data from websites,
applications and portals and
automate repetitive, manual tasks

6. Hand work and cognitive head work automation
6
Hand Work: Repetitive tasks
Head Work: Cognitive tasks
Use cases: Finance reports, Use cases: Customer
Sales reports… data management…
Use cases: Order processing, invoice processing, claims…
Receive Understand Find & read
information
Enter into
system
Order
customer
info
items
$ €

7. Cognitive document automation with intelligent robots
Head work:
Understand unstructured information
Head work:
Identify document type, find relevant info
Head work:
Compare and validate all information

8. CUSTOMERS
FACT:
650+
Banking, Insurance Logistics,
Manufacturing, Finance…
Healthcare
▪ Patient eligibility
▪ Physician credentialing
▪ Patient services
▪ Supply chain management
▪ Claims administration
Banking
▪ Mortgage lending
▪ Compliance reporting
▪ Customer service
▪ Client onboarding (KYC/AML)
▪ Equity research
▪ Compliance and risk management
Insurance
▪ Claims processing
▪ Compliance reporting
▪ Customer service
▪ Response management
▪ Policy servicing and reporting
▪ Fraud claims discovery
▪ Competitive intelligence
Transportation & Logistics
▪ Capture new loads
▪ Shipment scheduling
▪ Inventory tracking
▪ Invoicing and credit collections
▪ Forecasting and logistics planning
▪ Loads and rate look-ups
Manufacturing
▪ Supply chain automation
▪ Inventory tracking and processing
▪ Pricing and procurement
▪ Competitive pricing & intelligence
Multiple industries and use cases
▪ Process bots
▪ Data collection bots

9. Target Use Cases for Intelligent Automation
9
Competitive
pricing
Market
Intelligence
Data
aggregation
and
management
CRM updates
Sales quote
automation
New
customer
applications
Customer due
diligence
Customer
data
management
New
customer
welcome
packets
Call and
contact center
processes
Customer
data
management
Service
requests and
scheduling
Transaction
automation
Screening
and risk
management
Compliance
reporting
Policy
administration
and servicing
Licensing and
registrations
CDD/KYC
Vendor
onboarding /
maintenance
Customer
onboarding
Incentive
claims
Sales and
purchase
order
processing
Collections
Employee
onboading
Payroll
Training and
education
Tax
management
Benefits and
stock
administration
User setup /
configuration
File and
document
management
Data and
content
aggregation
and migration
Server and
application
monitoring
Supply and
demand
planning
Inventory
management
Contract
monitoring
Order
processing
Invoice, quote
and contract
management
Vendor /
partner
qualification
Vendor /
Partner
onboarding
Returns,
repairs,
recalls
Performance
measurement
and
optimization
...
...
...
...
...
...
...
...
...

10. Robot Design Studio: No coding, single design environment
10
Integrated Content
Viewing
Web page/app
Virtual desktop
Excel
Mainframe
JSON, Etc.
Workflow
Design
Real-time
Development,
Testing and
Debugging
Full XML / HTML Control
For web sites
Web portals
Web applications
Configuration
Settings and
Variables

11. How does Kofax RPA deliver better business results?
11
1. Interactive, no code design environment
2. Centralised bot execution & unique server architecture
3. Embedded Server Applications for basic bot tasks
6. Advanced analytics for RPA operations and performance
4. Most advanced cognitive document automation
7. Intelligent business process automation
5. Intelligent Screen Automation for virtualised environments

13. Glantus provides a unique data platform, using
our own IPR to enable organisations to
discover and optimise the value of their
business data.
Introduction to Glantus

14. 1. Connect to Data from any Digital source - configure Validation,
Classification and Transformation Rules, if necessary
2. Apply out-of-the-box Algorithms that are Industry, Solution
Specific to suit your needs and/or Create your own – simply
3. Automate end-to-end Workflows to eliminate manual effort and
add value to your business through proactive Actions (including
RPA or not)
4. Empower the Business to self-serve their own Data needs
How it Works.
The Glantus Platform

15. RPA - The Hype
There is a jobocalypse coming and all human jobs are
at risk of being made redundant by Robots.
RPA - The Reality
Robotics reduce the need for repetitive human effort

16. To remove the unnecessary cost of Expensive
knowledge workers who are doing simple repetitive
unskilled tasks – free them up to do more productive
work.
Elevate human input up a level by allowing Robotics to
take care of the low level activities.
• Error levels inherent in manual tasks
• Time, resource and/or budget constraints
• High maintenance employees with low productivity
The Solution
Relevant pain points in business today Automate processes by replicating actions of a user
The Challenge

17. The Current State of Robotics (Rapid Automation)

18. • User Interface (UI)
Level Automation
• Application Agnostic
• Centrally Monitored
• Learns from
“experience”
• Uses Algorithms
(e.g. Neural
Networks) for
Predictions
• Automates a single
exe (e.g. Excel)
• Multiple Users
• Simple
• Runs on one
computer
• Requires Refreshing
Macro
Recorders
Application
Macros
Robotic
Process
Automation
(RPA)
Machine
Learning
(ML)
The Evolution of Robotics

19. 1. End of Day Process Automation
• Single point of responsibility, dependant on all satellite office system closures and subject to delay
2. Offered Renewals, Pending Renewals Report Distribution Automation
• Time consuming and complex exercise that involved multiple system exports, data manipulation, personalised emails
3. Online Credit Card Payment Processing Automation
• Credit Card Payment Reconciliation cost the business 2 days of effort per week (avg. per office) = 100+ Days Per Month
Key Objectives of the Implementation
• Reduction in human error
• Improved accuracy and data quality
• Improved compliance and traceability
• Reduction in necessary human interaction
• Improved employee productivity and increased morale
Recent Robotics Implementation (Insurance Industry)

20. The benefits that have been achieved following the implementation of the RPA platform and
initial Robot builds, include:
Time / Resource Saving
• Manual execution the end-of-day
process has been replaced with a
Robotic process and just happens
• The Renewal Reports preparation
has been automated, along with the
email distribution of a personalised
version of the Report (on a daily
basis)
Flexibility and Reliability
• The Renewal Reports email
recipients (and products) are now
easily managed through a centralized
list
• The Data that is included for each
Report recipient is also centrally
managed
• Both the recipients and the Data that
is included is maintained through a
simple master data list and new
recipients can now be added in
minutes
Data Quality and
Accuracy
• The Credit Card Payment Processing
Robot eliminates the need for an
advisor to think about (or re-input) the
basic (but key) details, including
amount and client reference during
the process
• The Credit Card Payment Processing
Robot eliminates discrepancies such
as incorrect amounts and/or client
references and makes this part of the
process 100% accurate
Benefits Realised

21. An approach for estimating the effort involved in “building” a Robot.
Level of Complexity for Estimating Effort
Low Complexity
• Steps:
- Less than or
equal to 10
• In-Line user
Activity:
- No
Medium
Complexity
• Steps:
- More than 10,
less than 20
• In-Line user
Activity:
- No
High Complexity
• Steps:
- More than 20,
less than 50
• In-Line user
Activity:
- Yes or No
Extreme
Complexity
• Steps:
- More than 50,
less than 100
• In-Line user
Activity:
- Yes or No

22. 1. Defining each process at a granular (individual step, or key press) level is key
• The number of steps that are typically involved in a process are usually underestimated as humans perform steps
subconsciously at times
2. A Robot may not be quicker (at everything), but it will always be 100% accurate
• A Robot will always do what it is has been told to do, without exception (no thinking or distraction)
3. Automating a Process sometimes means changing a Process
• Replacing a manual process with a Robot sometimes means that the process has to change to, this is important to
understand – especially when it is a process involving interaction between a human and a Robot
4. Training and Communication is Key to User Adoption
• Communicating new or modified processes is important to get ‘buy-in’, informing people of the benefits to the
company (less time spent reconciling errors) and to them as individuals (less work)
Challenges and Lessons Learned

23. 23
Seeing is Believing…
For further information visit www.Kofax.com/RPA