RPA
Creating Bot Script
Train people so that they can use the tool properl y • Idealy, the scripts would be created by business people, not IT professionals • Have documented processes that can be translated into scripts • If the process is well understood and documented, then it is simply a matter of translating the process into the RPA software • Understand the interfaces between applications • How to transfer data from one application to another application • Test, test again, and test even more
Who is responsible for creating bots
Ultimately, business users should be responsible for creating the bots
Selecting good processes for RPA
Understanding and documenting processes becomes fundamental • Not having standardized, repetitive tasks decreases the success of an RPA implementation
Unattended deployment
Understanding unattended automation hinges on the concept of automation without human intervention - or, at the very least, as little human intervention as possible given the scenario or context. Actions in unattended automation are self-triggered by the automation robots themselves and work is completed continuously in a batch-mode model that allows automation software to carry out actions on a 24/7/365 basis.
RPA market is...
agnostic
The _____________ runs the application, but does not oversee process like _______.
bot runner creator
meta bot
bot that holds everything it needs in it
Digital workforce
bots doing mundane tasks
BPO (business process optimizers)
consulting firms
Bot Farm
enterprise can just hire more bots that already understand tasks in busy season
Bot Runner
just a computer
Task Bot
main bot that does the work
Attended Deployment
relies more on cooperation with a company's employees or administrators where human intervention is required or at least more at the forefront of how automation robots go about their tasks. Attended automation solutions reside at an employee's workstation and are triggered by specific events, actions, or commands an employee engages within a specific workflow. Because attended automation often involves employees moving between multiple interfaces or screens in any given transaction or context, attended automation solutions must be agile and user-friendly in order for employees to move from platform to platform in what more often than not is a customer-facing situation.
Control Room
says run that bot for this process
Bot Repository
where software for bot is stored
Kirbos
you can use windows login info for machine
Wages effected?
$2 trillion
Steps for implementing RPA
1. A process (or a set of processes) is deemed to be a good candidate for RPA 2. A "process developer" creates the detailed set of steps for the automation bot 3. The bot becomes operational and uses software licenses to perform the steps 4. The bot is centrally monitored for performance 5. Performance improves and everybody is happy
Monitoring Bot Performance
1. Have personnel dedicated to managing bots • Those can easily be located abroad, working on a control room 2. Have software and analytics to understand bot performance 3. Have contingency plans for bots who stop working ("get sick or go on vacation") • Quickly audit what is wrong and fix the problem to have the bot back in action
RPA Use Cases
1. Insurance: Chat bots create claims based on customer profile 2. Internal Controls: smart watch 3. Financial Management 4. Credit Card Dispute 5. Biopharma: Clinical development, Sales force effectiveness, precision marketing, 6. Healthcare 7. Oil and gas: JV (joint venture) & po (purchase order)
Making Bot Operational
1. Redesign processes to support the bot and the human work 2. Understand the security implications • Bots need credentials too and even background cheks at times 3. Understanding governance as it applies to the bot and its actions 4. Have a deployment roadmap • How will you take the bot from design to production?
Why RPA?
1. Removes mundane tasks from humans 2. Increases productivity because people can focus on real work. 3.Reduces human errors 4. Increases efficiency and performs tasks for longer 5. cheaper than humans
With AI, bots can...
1. perform non routine tasks 2. Come to conclusions 3. Application should be targeted to meaningful insights 4. market offerings are higher 5. cost is higher 6. implementation typically takes months
So far, we have only automated ________ of potential takes that could be automated
20%
By the year ________ see AA as "largest employer with ___________ bots."
2020 3,000,000
_________ have automation deployed tech today _________ of management teams think that automation is the most enabling enterprise tech __________ of global IT service centers are pursuing automation pilots. ___________ is the estimated size of the global market for rpa by 2020
28% 40% 50% $4.9 Billion
What percentage of activities can be automated
45%
RPA is expected to create ________ jobs in next three years
500,000
How many steps are bots able to follow?
600
Large companies in industry
Automation Anywhere, UI Path, Blue Prism
Cognitive RPA
Be able to analyze unstructured data
Library
Holds all of the different bots/processes
The guest speakers name was _________ and he works at ___________
Jon Stueve, Automation Anywhere
Swivel Chair Integration
Literally transferring information from one screen to another screen. Good process for RPA. Bots can act like middle ware but more flexible.
Control Dashboard
Manages the bots
10 causes for RPA failure
Not considering RPA as business-led, as opposed to IT led 2. Not having an RPA business case and postponing planning until after proof-of-concepts (POCs) or pilots 3. Underestimating what happens after processes have been automated 4. Treating Robotics as a series of automations vs. an end-to-end change program 5. Targeting RPA at the wrong processes 6. Applying traditional delivery methodologies 7. Automating too much of a process or not optimizing for RPA 8. Forgetting about IT infrastructure 9. Assuming RPA is all that's needed to achieve a great ROI 10. Assuming skills needed to create a PoC are good enough for production automations
RPA
Robotic process automation (RPA) tools perform 'if, then, else' statements on structured data, typically using a combination of user interface (UI) interactions, or by connecting to APIs to drive client servers, mainframes or HTML code. An RPA tool operates by mapping a process in the RPA tool language for the software "robot" to follow, with runtime allocated to execute the script by a control dashboard