CiGen’s Design and Implementation services are focused on a long term and ongoing capability to ensure Intelligent Automation is and remains a labor augmentation program that benefits the organization well past the initial stages of implementation. We can help you to; Identify the work flows and processes that are suited to Intelligent Automation. Develop an enterprise wide approach to obtain the greatest benefits from Intelligent Automation. Determine Automation software and number of Robot licenses required to achieve the benefits for the Intelligent Automation approach above. Define a training and implementation plan with the control and support structure in place to effectively run the Intelligent Automation program efficiently. Use the above factors to build a benefits and business case for Intelligent Automation adoption. Manage the program and associated projects using standardized project management practices to ensure that your expectations are met on time and within budget.
2. 2Ci Gen Pty Ltd (CiGen)
Summary
• Introduction
• The AI (Artificial Intelligence) Stack
• CiGen, Experience and Services
• Overview of Robotic Process Automation (RPA)
• Key Automation Benefits
• UiPath
• UiPath Studio Demonstration
• Implementation
• Proof of Concept, Pilot Stages, Full Production
• Next Steps
3. 3Ci Gen Pty Ltd (CiGen)
The AI (Artificial Intelligence) Stack
AI Stack Description Companies
Basic Automation
Macros, Nice, desktop only
Macros, Specific Application
automation, attended only
Excel, various applications
Robotic Process Automation
(the grunt worker)
Structured Data, rules, attended &
unattended, ability across the
majority (if not all) applications
UiPath,
Automation Anywhere, Blue Prism
Autonomic Platforms
(machine Leaning introduction
Decision policies, auto adaption,
machine learning, adapt to
changing processes
ABBYY, IPSoft, Arago, Google, Amazon,
Cognitive Computing
Ambiguity, Uncertainty, works with
conflicting data, adaptive,
contextual, interactive, iterative,
offers synthesis-not just
information
IBM Watson, Amelia, Celaton
True Artificial Intelligence Not there yet
4. 4Ci Gen Pty Ltd (CiGen)
Key Automation Benefits
• Accuracy improvement
• Service cost reduction
• Maintain and/or improve competitiveness
• Headcount flexibility
• Staff have time to concentrate on higher value activities
• Revenue leakage reduction
• Regulatory reporting improvement
• Business expansion using the benefits of Automation
• Potential improvement in employee satisfaction
• Backoffice to Frontoffice
• Processes fully documented
5. 5Ci Gen Pty Ltd (CiGen)
What Processes are best suited to RPA
6. 6Ci Gen Pty Ltd (CiGen)
Industry Type Process Types Application Platforms
Government Timesheet, GST, Payroll, Personnel Updating, Audit SAP, Service Now, Aurion HRIS, Web
Banking End of Day, Mortgage, Regulatory Reporting, Audit
Banking Systems, LendFast, UltraData, Apply Online,
Workflow Manager, SharePoint, Ultracs (Terminal
screen)
Finance
Lease Docs, Post Lease Disposal, BI Reporting, Purchasing, AP
Invoice, AR Invoicing, Equity Price Maintenance, Multi Record
Audit, Bank reconciliation
SAP (GUI/UI), Garradin, Finance One (F1) Accounting,
Web
Hospitality and Auto Club Individual Hotel Night Audit, Bank reconciliation
Propriety property management systems (room, bar,
dining, mini bar, in room dining, special events, etc.),
Web
Utilities Asset DB Updates - Meter add, change, removal IBM Maximo, SAP
Mining
Payroll run automation, Payroll variance & standard reports,
Supplier Setup, ABN Active Check, Purchase Order entry –
small to medium PO’s, Warehouse Receivable , Reporting,
Bank Recon
Pronto, MicroPay, Errol
Accounting AP, AR, GL, GST data extraction & Entry, Bank Recon NetSuite, Xero, Reckon – Cloud Apps
Media Superannuation, AR, AP SAP, Bank Apps, Web
Ports
AP, Supplier Statement Month system compare, Audit,
Revenue Leakage
Microsoft Dynamics AX ERP, Proprietary container
vehicle tracking systems
FMCG Food
Proof of Delivery, Metcash Portal, Product Delivery Sheets,
Delivery Labels, Bank Recon
Netsuite, Metcash Portal, ABBYY – Web, Cloud Apps
HR/Job Search
Job DB Cleanup, Candidate Data Updates, Vehicle Licence
Check, Visa Active Check,
Bullhorn Recruitment Software, Web – Cloud Apps
Medical Patient Record Update and Transfer Custom Patient Applications
Industries, Process Types and Applications we have worked with
Standard Applications
Citrix
Excel
Word
Email (Outlook, IMAP, Exchange, etc.)
Internet Explorer (IE)
Google Chrome
Firefox
File Explorer
Acrobat DC Pro
Microsoft MODI OCR
Google OCR
Acrobat 11 Reader
SharePoint
7. 7Ci Gen Pty Ltd (CiGen)
CiGen Services
UiPath Solution Sales
CiGen is an authorised global reseller of all UiPath products. We can assist you with all your Studio, Orchestrator, Front Office and Back Office
Robot requirements.
Proof of Concept With the installation of a UiPath Studio on your premises, CiGen can assist you to determine the viability of Intelligent Automation in your real
world environment. We automate various elements of your chosen processes to ensure your applications and environment are accessible and
readable. It’s a good quick and inexpensive way for you to see first hand how automation might operate in your business.
Pilot CiGen can drive the initial automation during the Pilot stage and/or we assist your CoE team in developing your early steps in RPA.
Design and
Implementation
CiGen’s Design and Implementation services are focused on a long term and ongoing capability to ensure Intelligent Automation is and remains a
labour augmentation program that benefits the organisation well past the initial stages of implementation. We can help you to;
Identify the work flows and processes that are suited to Intelligent Automation.
Develop an enterprise wide approach to obtain the greatest benefits from Intelligent Automation.
Determine Automation software and number of Robot licences required to achieve the benefits for the Intelligent Automation
approach above.
Define a training and implementation plan with the control and support structure in place to effectively run the Intelligent
Automation program efficiently.
Use the above factors to build a benefits and business case for Intelligent Automation adoption.
Manage the program and associated projects using standardised project management practices to ensure that your
expectations are met on time and within budget.
Management CiGen can provide full management of your automation development and RPA platform.
Training CiGen can provide clients with detailed training covering Advanced content required to automated your processes.
Support
CiGen provides Tier 2 product break/fix support (included when UiPath software products ordered.
CiGen can also provide specialised support services covering areas such as: mentor support, CoE regular monthly reviews/Q&A, automation audit
services and full management RPA management support, etc.
Robots for Hire CiGen has a fleet of Backoffice Robots that can be utilised for small & medium companies, one-off data projects.
8. 8Ci Gen Pty Ltd (CiGen)
Robotic Process Automation
Why are you
Implementing RPA
• Cost reduction?
• Improved accuracy?
• Improved customer satisfaction?
• Robot scaling capability and Agility?
• Better utilisation of existing staff to improve or expand your products and
services?
Critical success factors Have you determined your critical success factors and shared them with relevant
stakeholders and/or staff?
How does RPA help
transform an organisation
• Improves your customer experience and satisfaction.
• Improves your workforce’s value – they move from repetitive jobs to higher
value leading to potential improvement work satisfaction.
• Improves Risk, Compliance and Audit management through reduction of
errors and improved consistency/accuracy of reporting.
• Fully documented end-to-end RPA processes.
• Analytics – gain control and visibility over the RPA processes.
• Greater application integration and upgrade control.
9. 9Ci Gen Pty Ltd (CiGen)
Getting Started
Robustness of current processes (as is) – are they documented and if so, how?
You need a measure – do you have current process times/costs to enable you to compare to
robot automation?
Don’t keep your broader staff in the cold (word always gets around)
Expectation management – you build over time (quickly), but not in one day
RPA Centre of Excellence (CoE), RPA Managed, or a combination of both?
Robots are not the whole solution. You will still need people to solve the cognitive parts of
processes
Simplify processes for robotics (doesn’t need to designed for a person)
Robots are not set and forget. Things change (processes, documents, application updates,
etc.)
Do you need to automate every process iteration? Be aware of over refining workflows (what
is the cost benefit of including every process scenario)
What is your beginning strategy for RPA?
Identify the right Processes for Automation
Create an RPA Process Automation Roadmap
10. 10Ci Gen Pty Ltd (CiGen)
RPA Centre of Excellence (CoE)
If I can do one robot, I can do 1,000 (a common error at early stages of the RPA journey)
Identify process experts. Your experts may become part of the Centre of Excellence (CoE),
or provide guidance to the CoE.
Backup skills for CoE team?
Have a plan in place in case key process team members leave before the RPA rollout is
complete?
Build up to complex processes over time (let the team learn and grow as it’s faster than
throwing them in the deep end)
Training plan - entry level and advanced
RPA analytics, measurement and reporting – what do you need?
Testing end to end (Test Environment/Production)
RPA Centre of Excellence (CoE), CiGen Managed, or a combination of both?
What type of skills are required to form and run a CoE RPA team?
Let every department do their own RPA?
11. 11Ci Gen Pty Ltd (CiGen)
Key Departments - HR
• HR needs to be across your broader RPA plans
• Discuss with staff early to prevent rumour and non-cooperation
• Who do you need and where?
• Determine people change and/or skill upgrade strategy – Are you retraining and
moving people to other roles or expanded roles?
• Are you moving people from the back office to the front office to assist customer service
and sales?
• Determine your retention strategy for RPA talent pool
• What roles may become redundant?
Common Mistake – the People Strategy comes later
The role of HR and are they across the plans?
12. 12Ci Gen Pty Ltd (CiGen)
Key Departments - IT
Role and inclusion of IT
Maintenance & support for all related ICT technologies
Robots are users too – they will need access to Office apps, PDF, Email, business applications
etc. to automate processes
Application and RPA change management (changes/upgrades can/will affect RPA workflows
and operation)
Screen resolution standardisation (Studio PC’s and robot servers)
Non Production RPA Environments (Training, Testing)
DR RPA Strategies:
• Power failure, carriage, communications, network failure
• Applications failure, Security failure or intrusion, etc.
You can’t do the full RPA server solution without IT
When do you require IT?
Sufficient IT support for RPA platforms
13. 13Ci Gen Pty Ltd (CiGen)
Where to Start
1. Conduct a Proof of Concept/Value
We provide one or two people for two days free of charge to conduct a proof of
concept on your premises.
UiPath Studio is provided free for 60 days (full non production version)
2. Pilot and Training Time (Stage 1)
Moving to the Pilot stage is common. The Pilot can start simple and low cost
(UiPath Studio’s only) and move to full Back Office solution later in the Pilot.
Guild staff undergo free UiPath online general training.
CiGen can automate the early processes and/or assist the CoE team
Pilot Stage 2
• Build server infrastructure (production & development*)
• Buy UiPath Software
• Review CiGen Services
• Undergo UiPath Orchestrator training
• Develop automation procedures
• Develop UiPath Orchestrator run procedures
• Test, Test, Test
• Establish failover procedures
3. Full Production
Move to full production and ramp up over time
14. 14Ci Gen Pty Ltd (CiGen)
UiPath Studio Technical Requirements
Desktop/Laptop specifications:
2-4 Core 64-Bit
8Gb Ram +
OS – Windows 7 (KB2533623) to Windows 10 Pro
Disk – 250Mb +
Display Drivers – updated to latest version
Display Resolution Range – 800 x 600 to 1920 x 1080
.NET Version 4.6.2
Microsoft MODI OCR – Free (contained with SharePoint)
On-board Apps and access required for local PoC
Microsoft Office (Excel, etc.)
Email Access (i.e. Outlook – if required for robot process)
Acrobat Reader 11 or DC (for PDF OCR extraction)
Access to Internet to enable downloading software and
relevant updates.