rochelle's web cast takeaways: rpa: a case study in financial services
TRANSCRIPT
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Rochelle’s Web Cast Takeaways
RPA: A Case Study in Financial Services
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These are my Key Takeaways from a
members-only web cast that took place on
20 September 2016
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RPA: A Case Study in Financial Services
Facilitators:
Ann Delmedico, VP of Change Management, PrudentialPaul McLean, VP of Centralised Business Services, Prudential
Watch the full web cast and download the slides here!
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BackgroundRobotics Process Automation (RPA) continues to headline many shared services, finance and accounting journals.
Envisioning a direct use case and specifically how to incorporate the technology into your own shared services processes is essential to understanding the benefits.
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Background The following are my key takeaways from our group exchange regarding the critical lessons learned when implementing a business-led RPA capability.
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1Important to
understand what RPA is and what it is not
– RPA is not for every process
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2Avoid “scriptaggedon”
– code once and reuse scripts for easier maintenance and
increased speed to value
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3 Creates opportunity to repatriate work that was
outsourced
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4Licensing model is
essential to align with how you plan to utilise
the robots and technology
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5Ground your key
stakeholder very early, especially Information
Security Group
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6 Set up your organisation to have a “test and learn”
mentality
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7 Recognise the robots can only go as fast as your
underlying applications
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8Important to look at
operational metrics with a new lens when
incorporating a virtual workforce
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WANT TO LEARN MORE?
Check out the presentation slides and recorded version of the web cast and look for the icons to
identify tools and lessons learned
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ONE LAST THING…
You’ll need your Shared Intelligence login details to watch the web cast.
Can’t find them? No problem. Email [email protected]
and we’ll be glad to assist you.