Uipath - Hand Book 6k5jg

AUTOMATION HANDBOOK

Agenda

WHAT IS RPA? WHY RPA? •

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Definition of RPA Questions that companies have when wanting to adopt RPA The Six Transformation Levers RPA Benefits Common Myths about RPA/ Myth Busters

WHERE TO START? •

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OUR APPROACH TO AUTOMATION •

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RPA Journey Roap High level view of RPA deployment Lessons Learned Key Features of a successful RPA Implementation Key blockers for RPA

What processes should I automate? RPA vs BPMS?

UiPath OPERATING MODEL •

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UiPath Operating Model Our RPA Implementation Methodology Our Training and Certification Approach Build up the Robotic Operating Team

What is RPA? Why RPA?

Why RPA? And Why Now? RPA Time is Now!

RPA time is now!

RPA and industry impact

As companies seek to digitize their operations, mature their business processes and meet changing metrics, RPA is gaining interest globally as the preferred option over traditional avenues, such as business process remodeling, application programming interfaces (API) and offshore, onshore manual processing due to its relatively low cost and ease of implementation. Previously, automation was seen as the domain of istrative, manufacturing, labor and service-based work. Current research and statistics indicate that RPA is increasingly transforming knowledge-based, professional service jobs.

Manufacturing and production, IT, R&D customer service, sales and finance are the areas expected to face most rapid changes due to automation during the next five years.

It is obvious that the business benefits and the workforce impact cannot be ignored by companies looking to remain profitable in the long run. Organizations need to adopt the technological innovation and consciously integrate RPA into operational business processes.

Current adoption In five years

25% of tasks across every job category will be automated by 2019 *

RPA rate of job transformation Forecasts indicate RPA will transform up to 60% of work tasks in the management, business and financial sectors, 48% in the professional sector and up to 41% in sales by the year of 2020 (Forrester research 2015)

2015

2016

2017

2018

2019

2020

Manual business and financial

9%

19%

29%

40%

51%

64%

Professional and related

8%

17%

27%

37%

48%

60%

Sales and related

7%

14%

3%

32%

41%

52%

Office and

7%

15%

23%

32%

42%

52%

What is Robotic Process Automation RPA?

Subset of Business Process Service Delivery Automation (BPSDA). It refers to automation that interacts with a computer-centric process through the software’s Interface ing the process

Robotic automation aims to use a computer (a.k.a. robot) to manipulate existing application software (CRMs, ERPs, help desk and claim applications) in the exact same way that a person works with those systems. This is why RPA is commonly referred to as non-invasive integration.

By configuring a software that will automate the activities or tasks previously performed by human beings.

RPA aims to replace the repetitive and no value added clerical tasks performed by humans, with a virtual workforce of robotic FTEs, transforming the human workforce into “Uber s”, whose role is to make judgement calls, handle exceptions and provide value oversight much more than it did while istering the services.

RPA Benefits How is RPA Helping Me? COST REDUCTION

BETTER CUSTOMER EXPERIENCE

INCREASED COMPLIANCE

Reducing overall processing cost for manual transactional business processes. An RPA robot costs a fraction of an FTE and can work 24/7/365, which can translate in a cost reduction of 35-65% for onshore process operations and 10-30% in offshore delivery.

Increasing service quality up to 100% accuracy rate due to high repeatability and zero fatigue Decreasing delivery time - a reduction of up to 90% in cycle times.

Increased compliance through rule-based automations, which can enforce compliance requirements and keep audit trails 100% of the time.

IMPROVED SERVICE DELIVERY

RPA boosts the quality of the delivered services by minimizing manual intervention, errors and work duplication; and speed, while rapidly decreasing processing times, thus increasing capacity.

RAPID ROI

NON INVASIVE TECHNOLOGY

ENHANCED ABILITY TO MANAGE

Introducing very fast ROIs – within months (average 6-9 months), instead of years (case of BPMS projects) due rapid speed of automation.

Non-invasive by nature, RPA doesn’t require any major IT architecture changes or deep integration with the underlying systems (unlike BPMS). RPA offers a reliable, but fast- and cost-efficient way for a “lightweight” integration of processes and IT assets

RPA provides a better ability to manage business operations through improved governance and compliance (requirements are embedded in the automation rules), through improved process and data security, and enhanced disaster recovery (with the aid of remote server control over robots).

ENHANCED PROCESSES

INSIGHTS AND ANALYTICS

SCALABILITY AND FLEXIBILITY

Enhances process quality, compliance, security and continuity. RPA expedites processes, leading to an increase in throughput and a boost in the overall productivity.

RPA provides in-depth logging and reporting capabilities. All activities performed by robots can be logged and interpreted through customized reporting tools, usually by providing visual dashboards that can be adapted for each operational requirement.

RPA introduces a highly flexible and scalable virtual workforce by reducing induction times needed to train new workforce. Once a robot is trained, additional robots can be deployed quickly for either no extra or minimal cost. Scaling the robots up or down due to volume fluctuations takes place in a matter of minutes.

ELIMINATE REPEAT WORK

Reducing headcount. The new army of virtual FTEs takes over the repetitive, non-value added tasks performed by humans – while humans will act as virtual workforce managers - monitoring robots and handling exceptions.

RPA Adoption Across Processes and Industries RPA IS HIGH PRIORITY FOR MOST GLOBAL IN-HOUSE CENTERS

BANKING

CARDS ACTIVATION FRAUDS CLAIM DISCOVERY

INSURANCE

CLAIMS PROCESSING NEW BUSINESS PREPARATION

HEALTHCARE

REPORTS AUTOMATION SYSTEM RECONCILIATION

MANUFACTURING

BILLS OF MATERIAL GENERATION

HI TECH & TELECOM

SERVICE ORDER MANAGEMENT QUALITY REPORTING

ENERGY & UTILITIES

SETUP METER READING VALIDATION

F&A

PROCUREMENT

s Receivable, Invoice processing, s Payable, from Requisition to General Ledger Purchase Order Issue

HUMAN RESOURCES Payroll, Employee Hiring, Data Management

CENTER

INDUSTRY SPECIFIC PROCESSES

POTENTIAL FOR RPA HIGH

Customer Service

MEDIUM - HIGH MEDIUM - LOW LOW

Busting the RPA Myths 4 Common Myths About RPA RPA is mainly driven by cost savings

RPA will deploy perfect robots, with 0% error rates

Truth is … that cost savings are only one of

Truth is … while robots can replicate with 100% accuracy the activities that they were trained to deploy, changes in their “external” environment application or system upgrades (especially in remote connection environments), may trigger errors.

the key drivers, amongst others such as strategical payoffs and operational benefits.

Robots will take people’s jobs ... Truth is … all recent studies performed on companies adopting RPA show that the vast majority of these companies are focused on increasing the effectiveness and the efficiency of their human workforce. Instead of eliminating it, companies most often choose to add virtual teams of robotic FTEs meant to take over the repetitive tasks performed by humans, therefore allowing people to focus on more value-adding activities.

Robots can think just like humans do. Truth is …robots only mimic the human behavior, they don’t replicate the human reasoning. Robots require very detailed, step-by-step instructions to perform the activities, and can make only simple judgmental calls, based on predefined situations embedded by the trainer in their workflows.

Virtual and human workforce will continue to coexist. Robotic workforce will become an extension of the human workforce, while people will be transformed in “Uber s”. Their role will be to make decisions, deal with exceptions and provide valuable oversight, much more than they did previously, while directly istering the services.



UiPath Key Business Differentiators

INCREASED ACCURACY AND PRODUCTIVITY

LATEST TECHNOOGY

Battle tested UI Automation technology, based on10 years of development and testing of UI SDKs Open, modular, extensible and industry standard Designer Studio allowing ease of automation of complex processes and faster robot “training” time

UiPath benefits of industry standard technology coming from a successful combination of the .NET platform, (offering stability, high flexibility and modularity) and Microsoft Workflow Foundation – enabling faster and more reliable automation.

UNMATCHED

CRITICAL FEATURES

CITRIX, SAP, TERMINAL

CLOUD READY SERVER PLATFORM

UNBEATABLE PRICING

AUTOMATION Excellent Citrix, SAP, Terminal and Mainframes automation due to the 10 years of developing UI automation SDKs

SAP

Online component Store Front Office (agent attended) and Back office (unattended) robot Leverage enterprise .Net expertise.

Scalable management platform built on cloud-ready software stack Enterprise grade security Fully configurable analytics through Elastic Search and Kibana

Best license pricing on the market, including free of charge licenses for Testing, Development and Disaster Recovery.

Extensive SAP automation experience, SAP is one of our preferred automation technology Excellent SAP automation UiPath can automate SAP with or without SAP scripting enabled

Product Roap

INCREMENTAL IMPROVEMENTS

UBIQUITY

INDUSTRIALIZATION

ONGOING

6-12

12-24

MONTHS

MONTHS

TRUE AI

2K 2 YEARS +

• Analytics & Reporting

• Community

• Elastic Work Allocation

• Process Learning

• API & Security

• Cloud Hosted

• Human-Robot Workflow

• Automated Decisions

• Computer Vision Stack

• Marketplace

• Digitization • Process Auto-Discovery

What One Partner Says

Our partner has eliminated the following tools from the RPA race for being to invasive for remote applications

Depending on which license model is applied, UiPath can be up to 40% cheaper and more stable than the other technologies

How the Market Perceives Us

IMPACT

A December 2015 Everest Research on Service Delivery Automation

COMPANY PERFORMANCE

COMPANY SIZE AND GROWTH

ASSESSMENT DIMENSION

BUYER COVERAGE

DEPTH AND BREADTH OF COVERAGE OF BUYERS

COMPANY PERFORMANCE

BUYER SATISFACTION

BUYER SATISFACTION WITH THE TECHNOLOGY AS WELL AS THE

BUYER COVERAGE

A

B

C

D

E

F

G

VISION AND CAPABILITY

BUYER SATISFACTION COMPANY VISION

VISION FOR THE CLIENT AND ITSELF, FUTURE ROAP

VISION

FEATURE SET

FLEXIBILITY AND TECHNICAL SOPHISTICATION OF THE FEATURES

FEATURE SET

DEPLOYMENT OPTIONS

HOSTING AND TENANCY OPTIONS AVAILABLE FOR BUYERS

DEPLOYMENT OPTIONS

CREATION & MODIFICATION

FLEXIBILITY OF AUTOMATION CREATION AND MANAGEMENT

CREATION & MODIFICATION EASE



TRAINING, CONSULTING, MAINTENANCE AND OTHER AVAILABLE FOR BUYERS



SECURITY & COMPLIANCE

FEATURES FOR ENSURING DATA SECURITY AND PROCESS COMPLIANCE

SECURITY & COMPLIANCE

COMMERCIALS

FLEXIBILITY IN THE PRICING MODEL FOR PROCESSING AND ANCILLARY SERVICES ( E.G. IMPLEMENTATION AND MAINTENANCE )

COMMERCIALS

BEST-IN-CLASS

HIGH

MEDIUM

LOW

How the Market Perceives Us A Comparative View on RPA Tools – Coming From One Partner RPA Technology The Provider Comparison

A

B

Speed to Deliver

RPA Technology The Application of our Assessment

Scalability Built in Components (OCR, PDF, MS Office) Control Centre/ Work Queues/ Scheduling

Speed to Deliver

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Rapid development of processes to achieve ROI. Ability to meet pent-up demand.

Scalability

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Scale processes over multiple robots on demand.

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Wide use of PDF documents, therefore a more advanced OCR engine is required Multiple interactions with MS Office

Reusability Built in Components (OCR, PDF, MS Office)

Auditing/ Security

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Licensing

Control Centre/ Work Queues/ Scheduling

Thick/ Thin Client Applications Integration/ Extensibility

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Reusability

Future Proofing

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Reporting Auditing/ Security

Development Skillset Intermediate Capability

Strong Capability

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Schedule work in line with demand and run ad-hoc tasks as required. Visibility of work cases, referrals, completed work and time taken. Ability to monitor processes real time. Using work queues to priorities and defer work. Process identified are similar across different regions (Bratislava and Bangalore). Automation can be built with reusable business logic and applications components. The same applications are used across many of the processes identified. Secure transfer of data and encryption of credentials. Audit trail of robots actions performed on an application.

UiPath Innovation Where We Are Going …

Automates more processes with exceptional flexibility & precision

RPA value extends from clerical to professional, judgment-based activities

Increases automation scope & analytical capabilities

UiPath is now ubiquitous RPA Technology with widely available skillsets

COMPUTER VISION

COGNITION

DIGITIZATION

COMMUNITY EDITION

Robots use algorithms to “see” GUI as a Google car “sees” traffic & apply business rules. It brings even more ease of use and penetrates more processes.

Software robots autonomously “learn” & adapt business process automation rules to state anomalies, analyzing large structured/ unstructured data sets.

Leverages various technologies (e.g. OCR) & business rules to format unstructured data.

Free UiPath Studio license & training for developers, individuals, education, etc.

UiPath Product Features Fast, Scalable, Reliable UiPath Orchestrator High Availability

High Performance

The UiPath Server platform – the Orchestrator is built to fast scalability and deliver high availability. The Orchestrator comes prepackaged with several deployment scenarios that capture the specifics of different RPA deployment stages : from RPA Initiation to Pilot RPA, Ramp up and Industrialization – taking into consideration the number of robots deployed and Disaster recovery preferences.

The UiPath robot is able to perform a repetitive set of actions (to automate a business process) up to10 times quicker than a human . This performance depends greatly on the responsiveness of the applications, including the time it takes to load an automated website (for web automation). It doesn’t get slower over time, as it doesn't depend on the data stored in the database or any previous actions. No downtimes are expected.

High Flexibility for volumes fluctuations

Failover and Disaster Recovery

The ease of scalability is one of the key strengths of the UiPath RPA tool. An automation workflow can be deployed from one robot to dozens or even hundreds of robots in a matter of seconds – also applicable for down-scaling. This feature allows business s to adjust the robot work effort instantly, based on the volume variations received during the day.

UiPath can be configured for high availability on Windows Clusters. The extent of segregation of the various services on different clusters is directly dependent on the customer’s needs for availability. UiPath comes with several deployment options for high availability . Deployment for Scalability and High-Availability Recommended for 24/7 operation. Includes high-availability for all the components.

Where to start?

What Process Should I Automate? Guide to Choose the Best Candidate Processes for Automation

Highly manual and repetitive processes

Processes with standard readable electronic Input Type

Changeable Processing Method or System Change

High transaction volume processes, highly frequent processes running daily, weekly, instead of monthly or yearly, which involve lots of manual work or work prone to human error.

Processes triggered by standard and consistent inputs. These inputs should be in a readable input type like Excel, Word, email, XML, PPT, readable PDFs etc. Processes triggered by input types which are not readable, like images scanned with no OCR, are not prone to automation.

Rule-Based Processes

High Volumes

Automation Savings – in FTEs

Activities with clear processing instructions (template-driven), with decision making based on standardized and predictive rules.

Processes with high transaction volumes (and high frequency).

We recommend to automate only those processes which can provide a saving in of human work-effort of minimum 2 FTEs

Processes for which the processing method cannot be changed and don’t require a fundamental change in the underlying technical architecture of the current systems (e.g new interface development or changes in configuration for existing systems to enable automation). We strongly recommend to avoid automating processes for which you expect changes in the short/medium term.

Low Exception rate

Mature and stable processes

Activities with low number of variation scenarios existing in the process leading to different handling procedures

Normally these tend to be well documented, stable, predictable and their operational costs are well known.

Processes Every Company Should Automate HR Services

Supply Chain

Data Entry Inventory management

Payroll

Demand and supply planning

HR Services

ers, Movers, Leavers Time & attendance Management

Due to the huge amount of repetitive, often manual, istrative tasks, under the shape of form fillings, data capturing, updating and disseminating and large number of request processing, HR is a gold mine of opportunities for automation

Benefits istration Recruitment (back office)

Compliance and Reporting

Invoice and contract management Work order management Returns processing

Procure to Pay (AP) Order to Cash

F&A is another area where automation can have significant positive impact on cost savings, improved efficiency and streamline processes, when applied

Record to Report Vendor Management Collections Incentive Claims Sales Order

Supply chain problems cost companies between 9-20% of their value over a period of 6 months. Below processes are typically prone to automation and represent typical area of improvement in any supply chain operations.

Freight management

Personnel istration

Finance and ing

Supply Chain

Software deployment

AUTOMATION

Server and app monitoring Routine maintenance & monitoring Email processing and distribution

Other Areas for Automation Automation opportunities are practically ubiquitous in any organization. Besides typical horizontal services, there are other organizational activities that can fall easily under the scope of any automation strategy

Batch Processing

reset/unlock Back up & restoration

IT Services

Finance and ing

IT Services

With an estimated 30% of time spent on low level tasks, IT is compelled to embrace automation as a way to focus on the initiatives that require innovative thinking, and be able to tackle with the critical organizational tasks currently consuming much of their time.

Our Approach to Automation

UiPath Operating Model

Enable RPA Capability

Pilot & Ramp Up RPA

Assist in enabling our customers to build in-house RPA capability, by training of the RPA Centre Of Excellence within the organization

Assist our customers’ Core Robotic Teams in piloting and ramping up RPA process iterations within their organization.

Enable RPA POC

Institutionalized RPA

Provide pre-sales in deploying a POC during the Partner stage of Initiate RPA phase.

Provide continuous to Core Robotic Teams.

RPA Journey Roap

RPA is Not a Project. RPA is a Journey Considering RPA a project is never going achieve much ROI on long term. RPA is a journey, it is the institutionalization of a virtual workforce in the organization. RPA perception within a company should move rapidly from a tactical tool meant to achieve short term benefits to a strategical tool embedded deeply in the company’s Enterprise capability.

Key Success Factors for an Effective RPA Deployment

• The RPA journey starts with Lean Process Optimization before application of Robot Automation

Set the target and keep direction

Track RPA success

• Business Ownership of the solution – Business Criticality and CBA drive prioritization of RPA candidates • CoE guidelines for assessment, design, development, and deployment of robots

Enable Customer people

• Central RPA Command Centre proactively monitors Progress, Benefit Realization, Capacity, and interdependencies • Dedicated regional RPA project execution and maintenance team coordinated through the Command Centre • Shared re-usable asset library build-up by regional / functional area • Alignment of RPA deployment architecture across the regions and BUs

RPA Success Factors

Drive business and IT alignment

Maximize reuse of existing technology

Emphasize the organization Delivery on time and within budget