transformation through automation: harnessing the power of modern solutions

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Harnessing the Power of Modern Solutions

Transformation through Automation

Insert Your Presentation Title Here (via Master Slide)

Today’s Presenters

Pat CameronDirector of Automation Technology,

HelpSystems

Richard SchoenDirector of Document Management,

HelpSystems


• 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


• 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


Polling Questions


Polling Question #1

What are the primary drivers for automating IT and

business processes in your organization?


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?


Polling Question #2

Which tasks in your organization could be usefully automated?


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?


Polling Question #3

What are the challenges around increased

IT/workplace automation?


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?


Polling Question #4

For your IT team, which of the following have been true

over the last 18 months?



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?


Polling Question #5

What type of IT automation do you have in place?


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?


Polling Question #6

Do you fear for your job as a result of increased

automation?


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


Do you fear for your job as a result of increased automation?


• 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


• 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


Robotic Process Automation

Use Case 1: Daily file load with e-mail notification


Robotic Process Automation


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


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


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.”


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


Questions and Answers


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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transformation through automation: harnessing the power of modern solutions

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