Automation & Digitalization Services at bosch 12.10
Transcript of Automation & Digitalization Services at bosch 12.10
AUTOMATION & DIGITALIZATION SERVICES AT BOSCH14.04.2021
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Top Challenges in accouting processes and analytics
Data
Privacy/security
Cost
reduction
Relevent data
Not collected
Inadecuete analytical
Know-how
Lack of
Resources
Lack of
awarenes
Top capabilities in accouting processes and analytics
Apply predictive
Analyttics
Explore large data
sets with advance analytics
Take actions on
Outcomes of analytics
Design measure and metrics
For analytics
Present data
Visually for analytics
-x
x
Are you ready for the new world? Target Picture I Digitalization
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Our business plan and targets
challenge us to be more efficient
without increasing headcount –
therefore we are looking to build a
digital workforce to help us achieve
our goals.
• Strong competition on a global
level
• High manual effort to perform our
processes
• Complex business environment
including various systems within
BOSCH
• Workload peaks and processing
errors
To address these challenges
1A@RPA was initiated to support and
govern automation.
TODAY´S SITUATION
The future is digital: we must
challenge old ways to succeed in
tomorrow’s market.
• Rebranding of Accounting in
BOSCH as a key player in
digitization
• Top ranking for our Accounting
Services
• Less manual effort and focus on
value creating activities
• Flexibility and higher transaction
volumes
RPA evolves our current approach to
executing processes to the next level
of making us more efficient and better
equipped to meet internal and external
expectations.
OUR ROAD AHEAD
1A@RPA will enable CF creating a
competitive edge and critical value add
to our Ambition “OneAccounting”.
• Collaboration within CF, all
Regions, GSA´s, RPA experts, etc.
• Technology: stable & flexible
environment
• Commitment for RPA: on a
operational level as well as
sponsorship by Management
• Common Understanding about
RPA (What is RPA and why we are
doing this?)
KEY SUCCESS DRIVERS
Finance & Accounting situation…Target Picture I Digitalization
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2017
Start RPA@CF
2018
Definition of
collaboration model for
RPA
2018 (December)
Analysis of Change
Impacts by RPA
2018
Go-Live Bosch
Bot CoE
2018
Definition of RPA
Target Operating Model
(TOM) incl. Lifecycle
2018 (December)
Completion staffing
Regional Leads &
start team set up
2018 (December)
Definition of Bot
roadmap development
2019 (January)
Start Rollout TOM
& Lifecycle
2020
Independent
RPA operation
per Region
Training RPA team members
Foster knowledge
sharing
Preparation of
leadership in dealing
with Bots
2020 (January)
Start Rollout TOM
& Lifecycle
2018 (December)
Rollout Automaton
infrastructure
Build Your Own Bot
…digitalization journey from 2017 to 2020Target Picture I Digitalization
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Case for Change
Change Management
Strategy
Communication Plan
1A@RPA Personas
Training curriculum
Modular training concept to support steady development of RPA skills
Modul
e 0
Modul
e 1
Modul
e 2
Modul
e 3
Modul
e 4
Modul
e 5
Modul
e 6
Modul
e 7
RPA Awareness
Training
2 hours
Process
Documentatio
n Training
3 hours
Foundational
Online
Training
1 day
Foundational
Classroom
Training
3 days
Foundational
Hands-On
Development
2 days
Advanced
Online
Training
2 days
Advances
Classroom
Training
3 days
Advanced
Hands-On
Development
2 days
RPA Developer
Black Belt
RPA Developer
Green Belt
Process Expert
All
1A@RPA Image VideoRoadmap
2019
Q2 Q3
ReportsGSA-CN
Detective Controls
Journal Entries UploadingHelp Desk
Master Data
Reports
Detective Controls
GSA-IN
Detective Controls
Help Desk
GSA-CR
GSA-RU
GSA-BRDetective Controls
Help DeskGSA-VN
Region
Help Desk Journal Entries Uploading
GSA-GER
15,3 FTE
Pulling Documents
Master Data
Detective Controls
Roadmap defined
BOSCH Connect RPA
CommunityReporting with PowerBI Technical Environment
Fleet bot and balancer
Coding Styleguide and
Checklist
BOT Repository in Jira
1A@RPA Pulse-check
Digital and automation steering
committee establishedBot Control Center
CF & SO Collaboration Model
Bot name GPLA Level 2 GPLA Level 3 GPLA Level 4 GPLA Level 5GSA Development
and RunningCustomer Process Entered by Lifecycle Phase FTE Savings Date
VAT Filing B2R 3 3.11 China China Khaos HyperCare 0,3 01.2018
SAP Document List Archive B2R 5 5.3 China China Khaos HyperCare 0,15 01.2018
TE Rework Rate TE 5 5.5 China China Khaos HyperCare 0,1 01.2018
Dashboard Maintain (AutoKPI) TE 5 5.5 China China Khaos HyperCare 0,06 08.2018
Foreign Currency Payment Attachment Download I2P 4 4.7 China China Khaos HyperCare 0,18 10.2018
Mass Maintain Missing Barcode in Cockpit I2P 1 1.1 China China Khaos HyperCare 0,1 08.2018
SAP Fixed Asset Report Preparation I2D 4 4.7 China China Khaos HyperCare 0,1 10.2018
VAT Report Generation TE 5 5.5 China China Khaos HyperCare 0,12 09.2018
FA PBC Preparation I2D 4 4.7 China China Khaos HyperCare 0,1 10.2018
Batch Maintain WBS Settlement Rule I2D 2 2.1 China China Khaos HyperCare 0,15 09.2018
HR Account Reconciliation TE 5 5.5 China China Khaos HyperCare 0,1 10.2018
MC DC5 and DC7 I2P 5 5.1 China China Khaos HyperCare 0,5 10.2018
SSF GL Ticket Forward B2R 1 1.1 China China Khaos HyperCare 0,05 07.2018
APM R62 Notification I2P 2 2.1 China China Khaos HyperCare 0,03 08.2018
Auto Remark ICR Reason A2A 4 4.1 China China Khaos HyperCare 0,07 11.2018
Heatmap Methodology
and Results
1A@RPA Operating Modelincl. Lifecycle, Governance & Organization
Set-Up Regional Hubs
K
Build Your Own Bot Initiative
Pilot 'Robo Report'
…digitalization journey from 2017 to 2020Target Picture I Digitalization
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RPAEmulates Humans
RPA + MLAssisting Humans
INCREASING PROCESS
AUTOMATION INTELLIGENCE
Rule-base, Repetitive Task
with Computer Vision
Increasingl Complex, Congnitive Tasks
Robotics is a spectrum of automationTarget Picture I Digitalization
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Remove Inefficiencies
Driving Process Mining
incl. CIP and LEAN
Implement Standards
Within SAP and middleware using
standard tools i.e. APM, SSF & FCC
Increase Efficiency
From SAP to desktop automation
incl. setup of interfaces i.e. RPA, ABAP
Priority areas w/ key potentials identified and roadmap established
Integrated StrategyTarget Picture I Digitalization
Automation AcademyLearning platform with best-in-class comprehensive
training, from automation basics to advanced
Machine Learning and Robotic Process
Automation technologies — so you can achieve competitive
advantages for your business.
Knowledge SharingProcess of transferring tacit (undocumented)
and explicit (documented) information from one
person to another. In an organization, sharing
knowledge not only increases productivity,
but it also empowers employees to
do their jobs effectively and efficiently
Standard ModelsEnterprise transformation requires end-to-end
integration possible only with repeatable processes,
optimized assets, insight-full analysis, skilled
resources and integrated operations—
all occurring on a global basis
Busniness BenchmarksKnowing where you stand in comparison
with those around you - and, critically, how
to use that information to improve your business –
is an invaluable asset, especially when the landscape
is changing as rapidly as it has been.
Culture and Talent Today’s next-generation business model is designed to aggregate
transactional and common activities into a consolidated, stand-alone
globally integrated business services unit.
GSFrameworks
Tools
Maturity Models
Talend Evaluation
Best practices
Up skilling
The intelligent automation servicesTarget Picture I Digitalization
Enabling operations with world class services Target Picture I Digitalization
A critical operation mindset in the automation process is the ability
to offer comprehensive enabled transformation services combining
a vary of service lines and functional/industry expertise
Finance & Accouting
Human Resources
Risk Management
Controlling
Up-skillToolsBest
PracticeFramework Maturiry
Model
Enable
digital
transformation
Enable process information for all at the right time
Better alignment to the business needs
More process agility and workforce engagement
Improve process productivity levels
Higher automation rates
Develop and deliver automation to optimized end to end
processes
Build future state processes and manages process risk &
controls
Set-up local, regional or global organizations to support all
operations necessities
Mature job skills within automation enabling teams with new
capacities
Project intregrations and control
Easier project rollout & prioritization
Effective global collaboration
Madatory Operations documentation & files
Enabling operations with world class services Target Picture I Digitalization
Smart Automation Consultancy Training Concept and Material Automation Questioner Automation Activity Calendar
Automation Tools Portfolio Automation Solution Archive Collaboration SessionsOpx, Trust, GPE, TET, CI
Automation Portal Community ML Technical Environment Project lifecycle enhancement Automation roadmap and priorities
Enabling operations with world class services Target Picture I Digitalization
How? Federated, operate & escalate globally
Automation Operating Model consisting of Organization, Governance and Lifecycle
Organization Governance Project Lifecycle
Digital Operating Model- Project intregrations and control
- Improvement final product delivered
- Easier project rollout/exchange
- Effective risk mitigation
- Effective global collaboration
- Key assocaites developement ops
- Documentation & Files available
- Balanced resource management & effective prioritization
Operating Model
Target Picture I Digitalization
GS/ACE8; GS/GSA | 2020-02-17
© Robert Bosch GmbH 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Organization Governance Lifecycle
Process Governance (CoE)An automation center of excellence (COE) focus to determine, design, etc. processes, and technology to maximize
the benefits of automation. It is crucial to find new opportunities, and scale automation inside the organization with
a long-term vision.
Regional Hubs Developing and consulting services bringing together the experience and soft-skills in a single package that
gets your project done right, whether independently or in a co-development setting
Service Management Team (SMT)Manage the end-to-end delivery of services to customers. This includes all the processes and activities to design,
create, deliver, and support services to meet the target goal of the organization.
Automation OwnersOperation process owners.
Automation is driven globally supported by regional hubs.
How? Federated, operate & escalate globally Target Picture I Digitalization
GS/ACE8; GS/GSA | 2020-02-17
© Robert Bosch GmbH 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Digital Planning and Control board
Digital Operational Review Meeting
Digital Strategy board
Supportive & Knowledge Exchange
Automation & Digitization Steering Committee
• Set of strategic roadmap
• Oversight on digital landscape
• Performance Review
• Set up of an appropriate management
framework
• Establishment/Maintenance of appropriate
governance structure
• Discussion of IT topics
• Exchange about ongoing projects
• Prioritization of new process
• Definition of standards
• Conflict and risk management
Planning and Control board
Daily Scrum Meetings in local teams
• Tracking and alignment on benefits
• Scheduling of changes
• Operational monitoring
• Problem-solving
• Status reporting and operational risk
management
• Continuous improvement initiatives
Digital Round Table, GPO Automation Panel
• Roadshow planning and execution• Knowledge sharing beyond corporate
finance
• Sharing of experiences & success stories
Organization Governance Lifecycle
The Automation CoE Organization gives guidance regarding methodology, tools and governance structures while delivery is executed by local Automation competence teams.
How? Federated, operate & escalate globally Target Picture I Digitalization
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Demand OperationsDelivery
Test (UAT)Assessment Build Go-Live & Hyper care Run & SupportDesignDefine
Lifecycle
Eligible processes are
identified and
prioritized
As is process is
understood and
documented in detail
Technology
requirements are
understood
Build code
configuration
Process objects work
as designed within
PDD/SDD and
complementary
design documents
Robot runs e2e
Technical Cutover
Solution performs as
expected, in terms of
reliability, scope,
consistency, accuracy
in test environment
Business Cutover
Minimal disruption to
business and to
stakeholders is secured
Solution performs as
expected in production
environment
Delivery approach
(timeline and
resources)
To-be process is
defined (SDD)
Tools, Templates, Roles
Robots work in daily
business
Incidents are
managed
Business case and
objectives are
implemented and
realized
Our lifecycle assures agility, compliance and sustainability
Organization Governance Lifecycle
How? Federated, operate & escalate globally Target Picture I Digitalization
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Within our community we have developed Centers of Excellence across
the globe “follow the sun” with a large software automation practice allowing
us to that covers the 100% of our worldwide location from local market to
shared center.
Robot Automation Process Mining Machine Learning ABAP SAPMobile App
RPA/MetaBot
iQ Bot Python Celonis
Trufa
UC4
Power BI
Process Flow
Catalyc
Alteryx
SSF SAP ABAP SAP GLSUFiori App
AWA
SAP APIMS Azure
Pedictive Model
ChatBot NumPay
Computer Vision
Pandas PyAutoGUI
Tensorflow
Python Selenium
PyWinAuto RedLake
ARTT
API Process App
SAP i.e CashApp
+13 libraries
App API
Develop the knowledge of the key automation technologies and their capabilities to deliver value to
business partners
Automation knowledge is extensive areaResources and Experience worldwide
Resoruces & ExperienceTarget Picture I Digitalization
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Account Rec’s
DAY 1 DAY 7 DAY 21DAY 14
PREPARE ANALYZE REPORT
Close
Management
Transaction
Matching
Journal
AutomationVariance Intercompany
Consolidation
Integrity
Swing Acct Balance analysis
Reporting data-lake & Indicator Automation Pulling Document AutomationAccount Reconcilation Automation
Transactions matchingFCC Authomation Journal Entry Postigng Automations
Process ControlsARTT Master
FCC Variant creation
FCC tasks not executed
Global
Regional
LocalBook to Report use case: General Ledger AccoutingTarget Picture I Digitalization
BOT
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API Application Program Interface (API)
Process Script i.e. C#, Python, etc.
Process Analyst
Process Responsible
Future Process
AS-IS Process
Triage all Bot cases and generate working Log by invoice
BOT reads Log file from shared folderNote: error email notification
Extract Inv. InformationVendor#, Name, Company Code, etc.
Login to APM and troubleshoot all invoices status
Identify invoices status and generate all require support documentations from PM7 and SAP verticals systems
Log into SSF and generate resolution email base on troubleshooting matrix
Trigger a E-mail to process team on completion of the process with Invoice status in input excel file.
1 2 3 4 5 6 7
Key Benefits• 6,100+ hours running time
• ~2.0 Headcount saving (Since 2018)
• ~45 FTE saving work effort time completed by automation
• 85% of process steps automated (eliminated)
• 24/5 continuous service
• High level troubleshooting invoices inquires included
• 98% reduced execution / lead time improvement.
• Reduction of 3.5 minutes troubleshooting per invoice received
• Increase analyst analytical interventions
Accounts payable use case: Helpdesk invoices inquiresTarget Picture I Digitalization
BOT
</>
API Application Program Interface (API)
Process Script i.e. C#, Python, etc.
Process Analyst
Process Responsible
Future Process
AS-IS Process
Download Report 06 Reports preparation by Aging
Identify user ID with Open workflow out of SLA
Generate log file and support documentationby user
Obtain manager and controller emailsActive directory + Controllers tracker
Send emails7-14 days emails are sent:To: ManagerCc: User>14 days emails are sentTo: Determine Leader
Trigger Dashboard update
1 2 3 4 5 6 7
Key Benefits• 100% process steps automated (eliminated)
• 90% reduced execution / lead time improvement.
• Reduced analyst contact with sensitive data
• Allows to reduce items out of SLA
• Reduce number of recurrent inquires to the Helpdesk
• Automatic dashboard update
Accounts payable use case: Invoices posting approval requestTarget Picture I Digitalization
Determine Bot setting & schedule Run
Determine SAP T-Code
CwP #1
Pulled SAP report accordantly & take all require screenshots
Excel Template
Download detective control report & saved it
Stored reconciliation template
Key Benefits• ~1.0 Headcount saving (Since 2018)
• ~60% of process steps automated (eliminated)
• 24/5 continuous service
• 98% reduced execution / lead time improvement.
• Data extraction automation process of all Detective Controls
• Increase analyst analytical interventions
• Configuration module with authorization control
• RMP Recommendation incorporated
BOT
</>
API Application Program Interface (API)
Process Script i.e. C#, Python, etc.
Process Analyst
Process Responsible
Use case automation tecnology in Process ControlsTarget Picture I Digitalization
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Target Picture I Digitalization
MYTHS and REALITIES of Automation?
MYTH: Automation will fix outdated or inefficient processes
MYTH: Automation will replace our workforce
MYTH: All processes can be improved with RPA
MYTH: Automation can take care of its selves
REALITY: Significant increase in processing speed, quality
REALITY: RPA is a technology overlay, that ties together legacy fragmented systems through automation
REALITY: Human workforce increases focus on results, analytics and relationships
Internal | GS/ACE-AM | 2020-01-10
© Robert Bosch Stiftung 2019. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights.
Driving standardization along side with solution for automation
provides added value2
Effective change management, communication,
Maintain and control knowledge including
(methods, best practices and training)3
Leveraging available tools in addition to RPA consistently
across – needs greater focus and dots connected 1IT Enablement process needs to mature further –
Software application update coordination etc.,
maintenance processes continues to be fin5
Targeting RPA at a highly complex process with many
variations is a common mistake - That effort could have been
better spent automating multiple other processes6
developed standardized rulebooks, that help accelerated
grow - move from process driven to data driven mind set
machine learning being implemented next 4
Target Picture I Digitalization
Key insights and lessons learned from our journey
THANK YOU!