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Harnessing the Power of Modern Solutions
Transformation through Automation
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Today’s Presenters
Pat CameronDirector of Automation Technology,
HelpSystems
Richard SchoenDirector of Document Management,
HelpSystems
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• The evolution of IT automation• Polling questions and discussion
– Automation benefits
– Automation challenges
– Smart automation
• Getting started with IT automation • Use cases• Special offer to attendees!
Agenda
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• Competitive environments require organizations to drive efficiencies, increase reliability and cut costs
• Technological advances lead to further optimization opportunities
• Smarter automation results in a more empowered and engaged workforce
The Evolution of IT Automation
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Polling Questions
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Polling Question #1
What are the primary drivers for automating IT and
business processes in your organization?
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Cost
redu
ctio
n
Incr
ease
d pr
oduc
tivity
Easie
r man
agem
ent /
cont
rol
Incr
ease
d re
liabi
lity
Incr
ease
d bu
sines
s ag
ility
Easie
r aud
it /c
ompl
ianc
e
Impr
oved
rela
tions
hip
wit..
.
Happ
ier e
mpl
oyee
s th
roug
h...
Less
dow
ntim
e
Mor
e ra
tiona
l dec
ision
ma.
..
Keep
ing
up w
ith th
e co
mpe
...
N/A
69% 66%
52% 47%35% 34%
26% 26% 22% 9% 9%
2%
Survey Results: Question #1
What are the primary drivers for automating IT and business processes in your organization?
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Polling Question #2
Which tasks in your organization could be usefully automated?
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Survey Results: Question #2Ro
utin
e m
aint
enan
ce/..
.
Back
ups
Wor
kflow
man
agem
ent
Iden
tity
and
acce
ss...
Empl
oyee
onb
oard
ing.
..
File
trans
fer
Softw
are
deve
lopm
ent..
.
Finan
cial t
rans
actio
ns
War
ehou
sing/
logi
stics
Cons
olid
atin
g sa
les l
e...
Mar
ketin
g
Poin
t of s
ale
Othe
r (pl
ease
spec
ify)
54% 51% 51%
42%37% 37%
30% 29%
15%11%
7% 6% 7%
Which tasks in your organization could be usefully au-tomated?
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Polling Question #3
What are the challenges around increased
IT/workplace automation?
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Survey Results: Question #3M
ultip
le p
latfo
rms /
i...
Cost
Inte
rnal
pol
itics
/shi
...
Pace
of c
hang
e
Resis
tanc
e fro
m th
ose.
..
Requ
ires l
ong-
term
st...
Exist
ence
of t
echn
olo.
..
Exist
ence
of f
unct
iona
...
Who
will
lead
the
pr...
Dang
er o
f ven
dor l
oc...
Othe
r (pl
ease
spec
ify)
55%49%
42% 39% 38% 35% 32% 31% 28%24%
9%
What are the challenges around increased IT / workplace au-tomation?
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Polling Question #4
For your IT team, which of the following have been true
over the last 18 months?
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Survey Results: Question #4
An in
crea
sing
num
ber o
f dev
...
Auto
mat
ion
of m
anua
l pro
ces..
.
The
num
ber o
f bat
ch w
orklo
...
Auto
mat
ion
of m
anua
l pro
ces..
.
Auto
mat
ion
(not
out
sour
cing)
...
Auto
mat
ion
has l
ed to
an
incr
...
None
of t
hese
58%
33%22%
13% 12% 4% 21%
For your IT team, which of the following have been true over the last 18 months?
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Polling Question #5
What type of IT automation do you have in place?
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Survey Results: Question #5Au
tom
ated
save
and
re...
Cent
ralis
ed n
etwo
rk ..
.
Job
sche
dulin
g so
ftwar
e
Task
aut
omat
ion
Appl
icatio
n sp
ecifi
c sc
h...
In-h
ouse
dev
elop
ed sc
r...
Empl
oyee
sche
dulin
g
Rem
ote
work
forc
e m
a...
None
- we
do
ever
ythi
n...
None
- al
l our
IT is
out
...
Othe
r (pl
ease
spec
ify)
40%48% 48%
41% 40%
61%
18%11% 4%
0%7%
What type of IT automation do you have in place?
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Polling Question #6
Do you fear for your job as a result of increased
automation?
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3% 1%
17%
42%
37%
Yes, I feel my job will be gone soon as a direct result
Yes, but I fear my role will diminish rather than being lost
Maybe, but automation will create new opportunities too
Probably not, my role changes with the times
No, for me automation will bring advan-tages
Survey Results: Question #6
Do you fear for your job as a result of increased automation?
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• Get employee buy-in• Audit internal processes for automation opportunities• Create comprehensive workload automation roadmap• Communicate the benefits to management and staff• Train employees on automation solution
Smart Automation
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• Do any of your users spend 30-60 minutes or more per day on a manual process?
• Do workers spend time entering data from CSV or spreadsheets today?
• Can process information be queued for scalable processing?• Is data entered to more than one system?• Can the process access a database?• Can the process be done without a human being making a
decision or reviewing data?
How to Identify High-Value Repeatable Processes
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Robotic Process Automation
Use Case 1: Daily file load with e-mail notification
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Robotic Process Automation
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Business process automation without
writing code
Cross-platform enterprise job
scheduler
Business process automation without
writing code
Cross-platform enterprise job
scheduler
A unified approach to enterpriseprocess
automation
Orchestrate complex business processes across the enterprise
Enterprise Process Automation Suite
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Customer Story: Business Challenges
• Need to meet client service level agreements• Too much administrative overhead manually monitoring and moving
files• Moving hundreds of thousands of files a day• Adding new customers every day
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Customer Story: Business Results
“We’ve actually eliminated the entire third shift. It was such a waste of talent. Now he’s working on things that are more
important to overall business and on a normal schedule. He’s thrilled.”
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Automation brings benefits
• Cuts costs• Delivers efficiencies• Improves reliabilityCompanies are struggling
• Facing internal opposition• Unprepared for challengesAutomation requires planning
• Change to the status quo• Take your people with you
Conclusion
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Questions and Answers
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Special Offer for Attendees:End-of-Year Free 30 Minute Automation Reviewhttps://www.helpsystems.com/30-minute-review
TelephoneSales: 800-328-1000Support: 952-933-0609Technical [email protected]@helpsytems.com
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