robotic process automation (rpa)... · 2019-09-04 · robotic process automation (rpa) a business...
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Robotic Process Automation (RPA)A Business Overview
August 2019
Brian Fultz
Peak Innovation
2
Agenda
Robotic Process Automation (RPA): Accelerating Digital Transformation01
02
03
04
Customers Love RPA
The UiPath Enterprise RPA Platform
Brian’s Bottom Line
3
Are You Keeping Up With DigitalTransformation?
3
4
You Face Pressure From Many Sources
New technologies
Growth
Customer expectations
Cost pressure
Technology and
process optimization
Outsourcing
Market saturation
Compliance
and regulation
5
Yet Your Core Priorities Stay the Same
Increase revenue
& lower costs
Improve customer
satisfaction
Increase employee
engagement
Reduce compliance
risk
6
Where would
data centers
be without
Where would the
business world
be without
Where would
software
be without
Where would
Salesforce
be without
Where would
Uber
be without
Where would
Amazon
be without
Mainframe PC GUI CloudMobileInternet
Previous Eras of Technological Disruption
Automation is the
Next Disruption
of Work
“Coming over the horizon is a new
wave of opportunity related to the
use of robotics, machine learning,
and AI. Companies that deploy
automation technologies can realize
substantial performance gains and
take the lead in their industries,
even as their efforts contribute
to economy-level increases
in productivity.”
McKinsey Global Institute
2017
7
8
How Will Automation Impact Your
Business?
of organizations say that automation kickstarts digital transformation*93%
*The Economist “Advance of Automation” Survey available at automationfirst.economist.com
9
'Automation First' Companies Will Win Their Markets
Th
rivin
gS
tru
gg
lin
g
Internet
First
Mobile
First
Cloud
First
Automation
First
Automation
adopter
Automation
avoider
of organizations say that automation kickstarts digital transformation
10
Connect to
system APIs
Move files
and folders
Open emails
and attachments
Make calculations
Log in to any application
Extract content from
documents, PDFs, emails
and forms
Read and write
to databases
Scrape data
from the web
What Can Software Robots Do?
Here are some of the tasks that can be easily handed over to the Robots
Look at That Robot Go!
11
Anything That Can Be Automated, Will Be
Finance Supply Chain IT HR Customer Services
• Process-to-pay
• Order-to-cash
• Record-to-report
• Inventory management
• Demand & supply
• Planning
• Invoice & contract
management
• Server & app
monitoring
• Routine
maintenance &
monitoring
• Payroll
• Onboarding &
offboarding
• Benefits
administration
• Address change
• Password reset
• Payments
• Scheduling
appointments
• Order modifications
12
A Deep Dive in Finance and Accounting for Enterprise RPA
• Automating complex journal entries
• Performing and documenting
account reconciliations
• Calculating and applying allocations
• Maintaining fixed-asset accounts
• Entering non-EDI invoices
• Performing 2- and/or 3-way
invoice matches
• Processing expense-approval requests
• Completing audits (eg. Duplicate
supplier payments)
• Generate and validating invoices
• Applying cash to outstanding balances
Analyzing and processing disputes
• Creating reports (eg. Accounts receivable
aging, credit holds)
Accounting Accounts Payable Accounts Receivable
• Building standard management reports
Consolidating and validating budget and
forecast inputs
• Gathering and cleaning data for analysts
• Flagging time-sheet errors and omissions
• Auditing reported hours against schedule
• Calculating deductions
• Harmonizing data across multiple
time-keeping systems
• Preparing external-reporting templates
• Conducting transaction audits of
high-risk areas
• Preparing wire-transfer requests
Financial Planning and Analysis Payroll Other
CustomersLove RPA
14
91% of surveyed
organizations are using
automation technologies
73% are 'very' or
'entirely' satisfied with the
returns from automation to
date
For 84% of companies,
automation is a C-level
executive's responsibility
Automation Now a C-Level Priority
The Economist “Advance of Automation” Survey available at automationfirst.economist.com
15
“We’ve gone from people not even
having heard of RPA to it being one of
the most talked-about things in our
planning meetings.”
State Auto Insurance
15
The Automation First Era | Section 4: The Automation First Maturity Model
16
Banking, Financial Services,and Insurance
Telecom, Media, and Entertainment
Retail and Consumer Goods
Industrial and High-Tech
Energy
Health Care and Life Sciences
Services
Federal / Public Sector
17
Australia’s Largest Mutual Bank Experiences Improved Customer Engagement
ENTERPRISE RPA STORIES – BACK OFFICE
6Months to ROI
ZeroErrors reduced
to 0%
12XFaster processing
time
Improved customer service, governance
and compliance.
Daily direct debit review and
risk management
Implementation
Time:
2 months
Processes Automated
Manual effort reduction
95% 98%of effort automated
18
Global Technology Company Simplifies HR On-boarding
ENTERPRISE RPA STORIES – BACK OFFICE
Implementation
Time:
Within 2 months
Processes Automated6Months to ROI
1%Errors reduced
to 0%
7XFaster processing
time
Manual effort reduction
100% 100%of effort automated
HR Onboarding of new hires.
More detailed compliance and non-repudiation
audit logs.
19
French Investment Bank Streamlines International Payments
ENTERPRISE RPA STORIES – BACK OFFICE
11Months to ROI
90%Processing time
reduction
ZeroErrors reduced
to 0%
Implementation
Time:
Within 4 weeks
Processes Automated
Gain in employee’s
capacity for higher
value work
20%100%of effort automated
Sub-process of the bank’s payment system;
makes international payments on behalf
of client
More detailed compliance and non-repudiation
audit logs.
20
Retail Bank Bolsters Its Fraud Prevention Capabilities
ENTERPRISE RPA STORIES – BACK OFFICE
Implementation
Time:
2 months
Processes Automated5Months to ROI
ZeroErrors reduced
to 0%
12XFaster processing
time
of Analyst review
time freed for higher
value work
50%of effort automated
95%
Retail Fraud Prevention, a subset of the
Credit Underwriting process
More detailed compliance and non-repudiation
audit logs.
21
Automation Ambition at a Global FMCG Company
ENTERPRISE RPA STORIES – BACK OFFICE
Implementation
Time:
7 months
Processes Automated10Months to ROI
ZeroErrors reduced
to 0%
60%Less cycle time Daily closing positions, a process within
Portfolio Management Systems
Man/hours freed for
higher value work
160K85%of effort automated
Higher accuracy in maintenance prediction
22
Nielsen Embraces RPA at Scale to Drive Digital Transformation
ENTERPRISE RPA STORIES – BACK OFFICE
12Months to ROI
150+
Certified RPA
champions
Unattended back-office functions in
finance, HR, IT, and customer support
Processes Automated123RPA projects in
40+ countries
Implementation
Time:
Within 5 months
100%of effort automated Man/hours freed for
higher value work
230K
Improvement of SLAs and more detailed compliance.
23
UiPath Helps AXA Save £140,000 in Six Short Months
ENTERPRISE RPA STORIES – BACK OFFICE
Improved employee experience
Processes Automated
Motor trade policy renewals process
5xTime savings
£140KCost Savings
Robots in 6 months Man/hours freed for
higher value work
13 18KMonths to ROI
6
The UiPath Enterprise RPA Platform
25
Loved by Users, Valued by Business, Trusted by IT
Manage Run
Design
UiPath Studio
UiPath RobotsUiPath Orchestrator
25
26
UiPath Studio
Powerful, user-friendly IDE, to visually design your automation
27
UiPath Robots
Attended Robot Unattended Robot
Attended, In Tandem
Human on computer with Robot process in background
Examples:
HR Robot works with onboarding team to provision a new employee
No Robots Hybrid
Attended process uses human’s computer to kick off unattended background process
Examples:
Service Rep turns on Robot to delete customer data from multiple databases as part of a GDPR "right to forget" request
Examples:
Brainstorm with your team
Fully Unattended
100% automation
Examples:
Robot processesinvoices
Robot loads data into a system like SAP
100% human
Run your automations from a desktop, data center, or the cloud
28
UiPath OrchestratorSecurely control, manage, and monitor your global digital workforce with multiple deployment options available
On-
PremisesPrivate
CloudPublic
CloudUiPath
Cloud
29
UiPath achieves the
highest and furthestoverall position for its
ability to execute and
completeness of vision
A Leader in the July 2019 Gartner Magic Quadrant for Robotic Process Automation Software
UiPath believes this signals a tipping point
for automation market growth and adoption
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated
in the context of the entire document. The Gartner document is available upon request from UiPath. Gartner
does not endorse any vendor, product or service depicted in its research publications, and does not advise
technology users to select only those vendors with the highest ratings or other designation. Gartner
research publications consist of the opinions of Gartner's research organization and should not be
construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this
research, including any warranties of merchantability or fitness for a particular purpose.
Brian’s Bottom Line
3131
The Automation First Era | Section 4: The Automation First Maturity Model
• Robotic Process Automation (RPA) is now a
mainstream solution for redeploying human assets
• 1 Bot offsets 2.5 – 3 FTE’s on average*
• Simple breakeven typically < 12 months
• ROI’s ranging from 30% to 2,000%+
• No upgrades, conversions, or replacements to existing
IT applications required
• Working solutions in 4 to 8 weeks
* Forrester study of 100 UiPath clients, August 2018
3232
The Automation First Era | Section 4: The Automation First Maturity Model
Use the “Rule of 5’s” for early process selection criteria
• 5 or fewer decisions made
• 5 or fewer applications accessed
• 500 or fewer clicks
Thank You
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