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Why Use

Robotic Process Automation;

A RoI Case Study

Marcel Horst – Partner B2E Automation

AI & Robotics – Directors Forum

The Shard

29th March 2017

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Marcel Horst

B2E Consulting, Partner B2E Automation Practice

Introduction

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Interactive Demo – Company Expenses Claims Process

(4 min)

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“Robotic Process Automation” – Search Volume

March 2014 – 170

Jan 2017 – 18,100

106 x increase

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Some RPA Automation

Tools Suppliers

wizlink

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Sample Process Mapping; Robot Role Definition

80-90% the process effort is

allocated to the Robot

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You Need to Match RPA Tools to the Process

Requirement

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• Absence emails

• Central HR

• 3.3 FTE

• Mainframe

• Failure

The Challenge

12 staff

3.3 FTE

4 weekly

batches

MS Outlook

3,500

emails 2 mins / email

Client-server

Payroll software Mainframe

net pay

calc

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Sample video – absence management (34 sec)

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• Transfer offshore has low risk and some saving

• New self-service process hard to justify on its own

• RPA offers and alternative fast innovative route to

process improvement

Sample #1 RoI – Absence Management

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Sample video – CS reporting (30 sec)

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• RPA is starting to be justified for even smaller processes

• Positive RoI with Near or Off-shore costs

Sample #2 RoI – SAP Reporting BI

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Target Processes to Explore

1. Any manual transcription processes where SI has failed / too difficult / too

expensive

• SAP / Oracle / other ERP to other business applications

• Report/BI creation

2. Any manual processes

• In service sector (finance, insurance, telecom)

• In manufacturing (supply chain, quality control)

• Functional (Cx, warranty processing, contract review)

3. Finance function processes

• Expenses receipt processing

• Automation of HMRC annual returns

• AP and AR automation

4. HR function processes

• P45/P46 form loading

• recruitment processing / CV filtering using AI

• Automate payroll reconciliations

• IT function processes

• Desktop trouble ticket triage & problem management

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Evaluate RPA Opportunities using a Structured Approach

Assess 1

Approve 2

Design 3

Implement 4

Change Management Communications Sponsorship Leadership Project Management

Skill Set

Automation Assessment Report Process Design Business Case

Key Deliverables

AC

TIV

ITIE

S

STA

GE

S

DE

LIV

ER

S

KIL

LS

• identify processes

• review potential processes

• evaluate key criteria

• create Assessment Report

• agree pilot process

• document current process

• design future process

• develop business case

• vendor selection

• design exact process

• agree process

• test process

• plan implementation

• implement

• learn & tune

• full implementation

• measure

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1. Exploratory meeting; Identify top automation opportunities (1-2 hours)

2. Assess; High level business case (1 day)

3. Approve; Deploy a Proof of Concept about a week for 2 consultants

1. Initial technical PoC

2. Operationalised process with exception handling

4. Design; Larger business case across multiple processes and

operationalise the PoC

5. Implement; Project manage deployment

Structured Approach in Words…

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• Robots increase staff productivity

• Business case directs the opportunity

• Repetitive transactional processes are easiest

• Large proportion allocated to a robot

• Justified for small processes

• Readily achieve RoI of 70-80%

• Match RPA/AI tools to specific

opportunities

• Future role of administrators:

• Manage robot exceptions

• Nurture the robot farm

• Process improvements

• All businesses will be touched

Benefits Summary

Source: AI is the future of growth, Accenture, 9-2016

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