SAP Intelligent RPA May2019...0DQDJH SD\PHQW DGYLVH )LQDQFLDO FORVLQJ WDVN OLVW DXWRPDWLRQ 0DQDJH...

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Customer Automate with SAP Intelligent Robotic Process Automation Harsha Bhat Solution Owner / Global GTM lead SAP Intelligent RPA

Transcript of SAP Intelligent RPA May2019...0DQDJH SD\PHQW DGYLVH )LQDQFLDO FORVLQJ WDVN OLVW DXWRPDWLRQ 0DQDJH...

Page 1: SAP Intelligent RPA May2019...0DQDJH SD\PHQW DGYLVH )LQDQFLDO FORVLQJ WDVN OLVW DXWRPDWLRQ 0DQDJH EDQN VWDWHPHQWV &ODLPV SURFHVVLQJ)LQDQFLDO 7UDQVIRUPDWLRQ)DVWHU ILQDQFLDO FORVLQJ

Customer

Automate withSAP Intelligent Robotic Process AutomationHarsha BhatSolution Owner / Global GTM leadSAP Intelligent RPA

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3Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

The Intelligent Enterprise Framework

RPA | AI/ML | IoT | Analytics

CustomerExperience

Manufacturing& Supply Chain

Digital Core

PeopleEngagement

Network & SpendManagement

Intelligent Technologies

DataManagement

CloudPlatform

The Intelligent Enterprise features 3 key components:

1 Intelligent Enterprise Suite

2 Intelligent Technologies

3 Digital Platform

Intelligent Enterprise

Suite

Digital Platform

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4Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Intelligent RPA Machine Learning (ML)

Chatbots to interface and hand-over to execution bot

Multiple bot workflows for execution (attended + unattended)

Self-learning bots with dynamic adaptability

Interact Execute Optimize

Performing Tasks Learn from exceptions

Vision: Combine Intelligent Technologies for End-to-End Automation

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5Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Assemble bots

Capture the process flow

Mimic the user and repeat

Check health and expedite

One unified Cloud Solution including On-premise Automation Tools

SAP Leonardo Intelligent Technologies

SAP C/4HANA

Third-party tools

Non-SAP systems

Legacy applications

Web applications

Internet portals

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6Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Feature UseDesktop-based Process Automation Design

SAP Intelligent Robotic Process Automation provides a software component installed on a supported OS that you can use to author a process automation.

Integration of third-party technologies

The Studio allows you to integrate third-party technologies to capture, record, and integrate actions.

Workflow-based & Script-based process automation design

Process Automation Programing Model supports Script-based and Workflow-based paradigm.

Visual Debugger for process automation

The Studio helps you to debug your process automation on both local and remote clients.

Flow activities to model clicks, selections and many more

When you build a process automation, you can use rich built-in activities to connect steps together.

Access to a wide range of software technologies for automation

SAP Intelligent Robotic Process Automation provides various drivers that help you to automate your processes. You can use them, for example, to retrieve data from a user interface or API.

Access to SAP applications

SAP Intelligent Robotic Process Automation provides a set of connectors that you can use to access SAP applications such as SAP GUI for Windows or SAP S/4HANA.

Feature UseDirect access to Microsoft Office tools

A set of simplified libraries help you to access Microsoft Office components and files such as Excel, Word, or Outlook.

Cloud-based Orchestration

A cloud component, built on SAP Cloud Platform, allows you to manage Environments, Hierarchies and Trust relationship.

Cloud-based Monitoring and Dashboarding

Cloud component allows you to monitor package deployment and job execution.

Centralized package distribution

Within your tenant, you can configure and distribute your process automation packages for attended or unattended use. This cloud-based component works seamlessly and securely with Desktop Agents deployed on-premise.

Attended and Unattended Bot using a hybrid deploymentmodel

Desktop Agents are deployed on-premise and can work in attended mode, unattended mode or both based on pre-defined availability.

SAP Cloud Platform security and identity integration

The cloud-based component relies on SAP Cloud Platform and leverages identity management, profile management.

SAP Intelligent RPA version 1 : functionality debrief

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7Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Solution Coverage

• All industries: Bank, retail, energy, insurance, telco …

• SAP and non SAP applications

• Attended approach, unattended approach or both

• Beginners or robotic experts

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8Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Diverse use cases examples to potentially automate with SAP Intelligent RPA

Shared Service Automation

Execute faster, reduce errors,

optimize processes & resources by

automating manual tasks

• Manage payment advise

• Financial closing task list automation

• Manage bank statements

• Claims processing

Financial Transformation

Faster financial closing, lower manual

efforts & optimize resources

• Financial Closing

• G/L allocation

• Cash operations automation

• Asset accounting operation

• Bank integration with FSI

Customer Service Automation

Increase customer satisfaction and

higher throughput

• Customer onboarding

• Return tasks

• Sales quotations, order processing and data entry

• Automating work orders and change requests

• Populating subcontracting forms

• Intercompany SO processing (internal)

Operation Automation

Manual task automation,

monitoring & visibility

• Purchase Order automation

• Supplier classification & segmentation

• Master data management

• IT service ticket assignment & resolution

Data Management

Faster onboarding for employees and

customers, consistent master data

• Data migration and entry

• New employee onboarding

• Contract data maintenance

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9Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

How can RPA generate Business Value?

Improve operations to mobilize resources for high-value tasks at lower costs

Increase service quality to reduce cycle times for revenue generating transactions

Increase compliance and analysis capabilities (through e.g. well-documented audit trails)

Reduce human errors and gain speed and efficiency

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10Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Success Story : Online Bank – 200+ people save 80% time for customer onboarding

The problem:Very complex customer onboarding process• 12+ applications• 30+ manual steps

Applications12+

Time to Market6 weeks

The RPA solution:• Deploy 200+ Attended RPA

bots• Reduction in handling time >

80%• Production in 6 weeks• Better customer satisfaction

Processing time reduced from 25 min to < 5 min

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Digital Worker – Unattended Bot

• Deployed on Server

• Automate a whole process

• Schedule-based or Trigger-based

Digital Assistant – Attended Bot

• Deployed on User Workstation

• Automate a part process

• Trigger by user

Digital Assistant – Digital Worker

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12Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

SAP Intelligent RPA Architecture

Client / On Premise SAP Cloud Platform

Factory

Desktop Agent

Desktop Studio*

Developer/Designer

Studio

Agent

Package

R

ApplicationR

Credentials

ExecutionLogs

OrchestrationR

DeployedPackage

Administrator

R

Hierarchies

Export

R

ApplicationR

Configuration Monitoring

*Desktop studio is only needed for bot developers / designers

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13Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Product Demo

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14Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

How are we different 1/4

CUSTOMER

• Unrivaled ability to drive SAP applications

• Technology connectors to ensure clean application drive

• Dedicated connectors to S4/Hana and SAP GUI

• Event based capture

• Editable Javascript script

• High reliability

• High performance (robot speed)

• Low footprint on desktops/servers

Native Windows applications,

Web applications : Internet Explorer 9 +, Chrome 50+,Firefox 50+,

Applications with automation APIs (Siebel, Office, CTIsoftware, …),

SAP dedicated connectors

Java Swing / AWT applications,

Console and Mainframe Applications (3270, 5240,AS400, VT100…),

Client / server solutions (Web Serv. (REST, SOAP),Citrix, Microsoft Remote Desktop),

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15Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

How are we different 2/4

CUSTOMER

Our ability to enhance the user experience allows to work on the added value, not only on the saving

• Introduce guidance

• Simplify the application journey

• Reduce learning curves

• Reduce required mastership

• Communicate with the human user

• Keep the process control

Banners

Adding buttons or information directly inside the UI

Buttons, fields, images

Create entire 360° view

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16Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

How are we different 3/4

Provide a complete solution to industrialize the robotic approach

• Covering attended or unattended

• Mixing a drag & drop workflow designer

• And a powerful script editor

• High robotic component reusability

• Complete step by step debugger

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17Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

How are we different 4/4

Unique pricing model to ease the adoption

• You can deploy as many robots as you want

• You can install as many design studios as you need

• Unique pricing based on consumption

• Attended / unattended transparency

• Direct link between your savings and your invoice !

• Coud Platform Enterprise Agreement (CPEA) options for multiple intelligent services credit ( Example : RPA + Chatbots)

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18Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

S/4 Digital Access is included in the IRPA price.

IRPA can create any of the 9 S/4 Digital Access document types without additional licensing.

Transactions are measured per calendar month.

Each calendar month, the number of transactions is reset to the total number of licensed transactions.

Unused transactions are not carried over.

SKU is included in CPEA

DBS Services available with 50149141

Example:

Load a 1,000 row spreadsheet into S/4, creating one PO per row.

One bot will read the spreadsheet, a second creates the PO.

Short, simple bots are a design best practice

Result: 1,001 transactions consumed.

SAP Intelligent Robotic Process AutomationPricing summary

Metric List Price

Tiers

From To

1,000 Transactions

x 1 20

x 21 50

x 51 100

x 101 +

Transaction metric

A transaction is a single execution of one bot.

Aligns with costs

Same price for attended and unattended bots

1 bot running 100 transactions is the same price as 100 bots running 1 transaction.

Simple to size – no runtime analysis required.

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19Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Intelligent Process Automation with SAP Leonardo

Thinking / Decision Making

Machine LearningListening & Speaking

SAP Conversational AI

Acting

SAP Intelligent RPA

At the heart of your business

Intelligent Applications

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20Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Key Factors Driving Solution Roadmap

Achieve a best-integrated RPA for automating SAP

Create a truly intelligent RPA

• by feeding in AI into the core of RPA

Make RPA stable and efficient

• by reducing time for implementation and ongoing maintainance effort

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21Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Roadmap and Vision of SAP’s Intelligent RPA

Release 1 – Q2 2019

• Deliver core framework for Intelligent RPA

• Integrate desktop automation scenarios

• Identify S/4HANA automation scenarios

• Platform capability to automate use cases involving desktop tools, MS office, third-party systems, web applications, non-SAP applications

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What is planned for SAP’s Intelligent RPA solution?

Release 2 – Q3 2019* Release 3 – Q4 2019* Release 4 – Q1 2020* Release 5 – Q2 2020*

• Enhance bot building process through unified bot building tools

• Integrate with SAP Cloud Platform Workflow

• Store capabilities for collaborative bot building and delivery

• Integration accelerators for consuming Conversational AI and Machine Learning services

• Build further bot templates and APIs for S/4-based processes

• Identify SuccessFactors automation scenarios for HR use cases

• Expand bot creation and runtime environment to deepen integration with SAP LoB products

• Possibility to execute bot only in cloud

• Introduce marketplace for out-of-the-box industry best practices

• Handle unstructured data for end-to-end automation

• Identify pre-built bot content for wider SAP portfolio

• Provide further recording and integration capabilities to cover entire SAP technology portfolio

• Conduct PoC for Process Mining/Process Visibility

• Improve bot stability using Computer Vision

• Integrate SAP Open Connectors for cloud only execution

• Marketplace for partner bot content

• Integration with SAP Analytics Cloud product family

Subject to change

*This is the current state of planning and may be changed by SAP at any time without notice

• Bot recommender based on process mining

• Computer aided re-use of market place content

• Introduce machine learning-based bots for exception handling

• AI based assistant for bot healing to lower maintenance efforts

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23Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Questions / Exchanges

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Thank you.Contact information:

Harsha BhatSolution Owner – SAP Intelligent [email protected]

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25Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

Appendix

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26Customer© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ

S/4HANA – Internal RoadmapPlanned Robotics Process Automation Use Cases

Status: 24.4.2019

(P) = PAL/PAI

(L) = Leonardo

= new= updated

Q1 ‘19* Q2 '19 Q3 '19 Q4 '19 Beyond

Finance • (Dev) Create Down Payment Request (Customer) AM301 1903

• (Dev) Disputes Management -Customer interaction AM305 1903

• (Dev) Upload Journal Entry AM2991903

• (Eval) Create Down Payment Request (Customer) AM301 1905

• (Eval) Disputes Management -Customer interaction AM305 1905

• (Eval) Manage Payment advice AM3001903/1905

• (Eval) Upload Journal Entry AM2991905

• (Eval) Managing Incoming PaymentFiles AM423 1905

• (Eval) Recurring Supplier Invoices (without PO) AM424 1905

• (Disc) Outgoing Payment File without File Interface and/or Bank Integration AM421

• (Disc) Post General Journal Entries AM422

Procure • (Dev) Purchase Order Confirmations AM304 1903

• (Dev) Supplier Master Data AM3021903

• (Dev) Create Purchase Requisition AM380 1903

• (Eval) Purchase Order Confirmations AM304 1905

• (Eval) Supplier Master Data AM3021905

• (Eval) Create Purchase RequisitionAM380 1905

• (Eval) Purchase Order Creation AM406 1905

Professional Services

Discrete Industry/ Manufacturing / Produce

• (Eval) Physical Inventory count uploadAM444 1905

• (Eval) Production Order Operation Confirmation via Upload AM471 1905

SD

13 56

In Total: 44 Cases

as of April

20

• Mass transfer of time & expenses rom one WBS to another. . - Q3 2019 (Customer) AM399

• (Eval) Manage Sales Orders: Create Sales Order with multiple order entry types. AM440

• (Eval) Create Sales Inquiry AM441 1905

Foundation Bot Skills in LoB Industry Expansion Expansion of Foundation in all areas

• For 1809 OP SP 1

• (Disc) Automate Advanced Financial Closing Tasks AM384• (Disc) Manage bank statement manually AM438• (Disc) Supplier Invoice Entry AM445• (Disc) Check Deposit List Upload• (Disc) Mass Reversing Journal Entry Functionality• (Disc) Mass Reset and Reversal of Payment Runs• (Disc) Supplier Invoice Entry• (Disc) Manage Bank Statement Manually• (Disc) Automate Advanced Financial Closing Tasks

• (Disc) JIT Call entry from documents AM417*• (Disc)* Production Order Conversion AM412• (Disc) Production Order Goods Receipt AM414*

• (Disc) Profit Center Reorganizations Automation with mass change capability Unplanned (Customer) AM389

• (Disc) Mass Change of names for Project Attributes. (Customer) AM463 –Unplanned

• (Disc) Intelligent process to show Concur expenses for projects within project monitoring AM391 (Customer)

• (Disc) Auto Update of Shipping Status from Logistics Provider Tracking Number• (Disc) Export Purchase Requisition to Excel Template• (Disc) Quality Management – Creation of Inspection results for Good Received• (Disc) Prepare RFQ• (Disc) Bundling of Purchase Requisitions• (Disc) Operational Purchasing – Source of Supply Determnation

Jun

e 10 BP

Delivery