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Automation Isn’t Enough:
You Need Robotics or AI
Doug Hahn
www.datavail.com 2
Doug Hahn, Principle Solution Architect
25+ years in IT; 15 consulting, 10 IT executive
Teams of 70+
Experience across multiple disciplines
Active in IOUG, OAUG and QUEST
• Chair OAUG Content Generation Sub Committee
• Ex-Chair of the OAUG Customer Support Council
• Former board member BIWA (IOUG)
• Conference Presentations for all three
Multiple public speaking engagements, Oracle OpenWorld, Collaborate
and regional users groups
Publications:
• OAUG Insight Magazine Summer 2009 edition -- R12 and OBIEE: Intelligence
Investments for Turbulent Times
• OAUG Insight Magazine Fall 2015 – Oracle Support Identifier Groups
OAUG Speaker of the Year 2017
Presenter
About Datavail
www.datavail.com 4
Professional Services
Hybrid Cloud Solutions
Advanced Analytics
Assessment and Roadmap
Oracle Data Integrator
Dashboard and Report Development
Data Warehousing
Infrastructure and Architecture
Oracle BI Development and Administration
Oracle BI/DW Health Checks
Implementations
Cloud/BICS Migration
Training
Data Warehousing
Data Visualization
Reporting
LOB Customization
24x7 Application Management
Data Governance
On-Premises and Cloud
Oracle Analytics Capabilities
Software Solutions
BITeamwork
BIMUDFlow
BISkinner
BIMonitor
www.datavail.com 5
Supported BI Applications
BICS
Business
Intelligence
Cloud
Service
EssCS
Essbase
Cloud
Service
OBIEE
Oracle
Business
Intelligence
Enterprise
Edition
OBIA
Oracle
Business
Intelligence
Applications
Essbase
Extended
Spreadsheet
Database
OAC
Oracle
Analytics
Cloud
Service
Fill Out
Evaluation Form
Fill out the session evaluation
form for a chance to win an
exclusive pair of Datavail’s
NewBalance running shoes!
www.datavail.com 7
Some baseline definitions
• Automation
• Robotics
• Artificial Intelligence
• Machine Learning
• Difference between Automation, Robotics, Artificial
Intelligence
• Machine Learning as part of AI
• Types of Analytics
Applying automation, robotics and AI to the Business
Historical approach for ERP/EPM/HCM/CRM
How these techniques will change the business
Agenda
www.datavail.com 8
General term for work performed by
information technology
Static and predictable condition.
Takes exact inputs and creates exact outputs
Testing Scripts, Screen Scrapers, Keyboard
Recording/Playback
Requires knowing scenarios, use cases and
results
Example: Entering in an Invoice, of defined
types, payment terms etc
Automation
www.datavail.com 9
Advanced form of automation
that is autonomous or semi-
autonomous
Controlled or
directed by systems
or people
Makes decisions or
navigates new situations
without outside help
Able to handle wider
range of inputs and
scenarios
Better suited to deal
with real world or non-
predicted conditions
Robotics
Example: How to
deal with a new type
of Invoice or a new
payment term that is
currently undefined,
using a generic
algorithm
Can’t learn or
expand
www.datavail.com 10
Example: Robotics
would quarantine or
try to handle the new
Invoice
Artificial Intelligence
Ability to learn and improve Even better at dealing with
new situations or conditions
AI would look at various ways
to handle the invoice and
determine which way is best
May use historical data, or a
defined criteria to determine
what is “best”
Solution may even change
over time as more scenarios
are identified
www.datavail.com 11
Machine Learning
Algorithms that use what they
learn from their mistakes to
improve future performance
Process where an AI construct learns
new approaches and how it evaluates
success, or an improvement.
Artificial intelligence technique where
algorithms are given data and process
it without predetermined rules.
May not result in the best
solution initially, but improve
over time
www.datavail.com 12
AI
Automation
Robotics
Manual Testing
www.datavail.com 13
Software Testing
Manual testing is the lowest value and is time
consuming.
If the steps are well known, repeatable, and
the outcome is predictable, this is a candidate
for automation
Robotics is where the input and/or output are
variable, and enough intelligence is required to
deal with a new, unknown scenario.
AI and/Machine Learning to be more dynamic
on how to handle non-planned scenarios
www.datavail.com 14
Robots in the movies tell and incorrect story.
Robots are not inherently dangerous because
they cannot learn or behave outside of human
direction or control.
AI however CAN make new or difference
choices, and can compound decisions, one on
another, to an entirely new method.
This is their power, and can be considered self-
designing and self-coding.
Robots in the movies tell an incorrect story
Robots are not inherently
dangerous because they
cannot learn or behave
outside of human
direction or control.
AI, however,
CAN make new
or difference
choices, and can
compound
decisions, one
on another, to an
entirely new
method.
This is their power,
and can be
considered self-
designing and self-
coding.
www.datavail.com 15
Automation
Perform repetitive tasks
over and over, in a
predictable fashion
Robotics
Autonomous capability
or ability to react to
unpredicted situations
AI
Ability to learn and
improve capabilities
without direct supervision
or direction
Differences
www.datavail.com 16
Analytics
The review of historical information (as well as
external data) to find patterns.
Descriptive analytics describes past activity and
the current state of things.
• It breaks the story of “what happened” or “what is
happening” down into smaller chunks
Diagnostic analytics determines why it happened
• Removes unrelated data and assigns relevance to
each component.
• Can identify relationships previously not understood.
www.datavail.com 17
Predictive analytics uses historical data to forecast
the most likely scenario
• Compares current conditions to historical data
Prescriptive analytics provides suggestions for
future decisions by evaluating multiple outcomes
of various courses of action
Analytics
www.datavail.com 18
Why we need all of these techniques
Data is
growing
exponentially
Ever growing
complexity in
systems
Complex
relationships
between systems
Need to make
decisions at the
speed of NOW
www.datavail.com 19
Why we need all of these
techniques
We need Automation
Free us up from routine tasks, testing,
activities
Helps define the business and what we
know today
We need Robotics
Can’t predict every scenario
How to handle new situations
Intelligent error handling
www.datavail.com 20
Why we need all of these
techniques
We need AI
Can’t learn every situation and write an
acceptable outcome
Can’t see the correlation of every system, data
collection
Can’t code for what we haven’t thought of
We need Analytics and Machine Learning
Feed historical and external data to AI
Make better decisions over time
Evaluate the results of the effort, not the effort
itself
www.datavail.com 21
The future of
ERP/EPM/HCM/CRM is not
more code, but more
autonomous learning
systems that can handle
more data, faster and more
accurately over time
www.datavail.com 22
Takeaways
Automate to free you up
Robotics to build smarter error handling
AI to handle the unexpected
Analytics and Machine Learning to
make AI better
Doug Hahn
Principle Solution Architect
Doug.Hahn@Datavail.com
www.datavail.com
Thank you

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Automation Isn't Enough: You Need Robotics or AI

  • 1. Automation Isn’t Enough: You Need Robotics or AI Doug Hahn
  • 2. www.datavail.com 2 Doug Hahn, Principle Solution Architect 25+ years in IT; 15 consulting, 10 IT executive Teams of 70+ Experience across multiple disciplines Active in IOUG, OAUG and QUEST • Chair OAUG Content Generation Sub Committee • Ex-Chair of the OAUG Customer Support Council • Former board member BIWA (IOUG) • Conference Presentations for all three Multiple public speaking engagements, Oracle OpenWorld, Collaborate and regional users groups Publications: • OAUG Insight Magazine Summer 2009 edition -- R12 and OBIEE: Intelligence Investments for Turbulent Times • OAUG Insight Magazine Fall 2015 – Oracle Support Identifier Groups OAUG Speaker of the Year 2017 Presenter
  • 4. www.datavail.com 4 Professional Services Hybrid Cloud Solutions Advanced Analytics Assessment and Roadmap Oracle Data Integrator Dashboard and Report Development Data Warehousing Infrastructure and Architecture Oracle BI Development and Administration Oracle BI/DW Health Checks Implementations Cloud/BICS Migration Training Data Warehousing Data Visualization Reporting LOB Customization 24x7 Application Management Data Governance On-Premises and Cloud Oracle Analytics Capabilities Software Solutions BITeamwork BIMUDFlow BISkinner BIMonitor
  • 5. www.datavail.com 5 Supported BI Applications BICS Business Intelligence Cloud Service EssCS Essbase Cloud Service OBIEE Oracle Business Intelligence Enterprise Edition OBIA Oracle Business Intelligence Applications Essbase Extended Spreadsheet Database OAC Oracle Analytics Cloud Service
  • 6. Fill Out Evaluation Form Fill out the session evaluation form for a chance to win an exclusive pair of Datavail’s NewBalance running shoes!
  • 7. www.datavail.com 7 Some baseline definitions • Automation • Robotics • Artificial Intelligence • Machine Learning • Difference between Automation, Robotics, Artificial Intelligence • Machine Learning as part of AI • Types of Analytics Applying automation, robotics and AI to the Business Historical approach for ERP/EPM/HCM/CRM How these techniques will change the business Agenda
  • 8. www.datavail.com 8 General term for work performed by information technology Static and predictable condition. Takes exact inputs and creates exact outputs Testing Scripts, Screen Scrapers, Keyboard Recording/Playback Requires knowing scenarios, use cases and results Example: Entering in an Invoice, of defined types, payment terms etc Automation
  • 9. www.datavail.com 9 Advanced form of automation that is autonomous or semi- autonomous Controlled or directed by systems or people Makes decisions or navigates new situations without outside help Able to handle wider range of inputs and scenarios Better suited to deal with real world or non- predicted conditions Robotics Example: How to deal with a new type of Invoice or a new payment term that is currently undefined, using a generic algorithm Can’t learn or expand
  • 10. www.datavail.com 10 Example: Robotics would quarantine or try to handle the new Invoice Artificial Intelligence Ability to learn and improve Even better at dealing with new situations or conditions AI would look at various ways to handle the invoice and determine which way is best May use historical data, or a defined criteria to determine what is “best” Solution may even change over time as more scenarios are identified
  • 11. www.datavail.com 11 Machine Learning Algorithms that use what they learn from their mistakes to improve future performance Process where an AI construct learns new approaches and how it evaluates success, or an improvement. Artificial intelligence technique where algorithms are given data and process it without predetermined rules. May not result in the best solution initially, but improve over time
  • 13. www.datavail.com 13 Software Testing Manual testing is the lowest value and is time consuming. If the steps are well known, repeatable, and the outcome is predictable, this is a candidate for automation Robotics is where the input and/or output are variable, and enough intelligence is required to deal with a new, unknown scenario. AI and/Machine Learning to be more dynamic on how to handle non-planned scenarios
  • 14. www.datavail.com 14 Robots in the movies tell and incorrect story. Robots are not inherently dangerous because they cannot learn or behave outside of human direction or control. AI however CAN make new or difference choices, and can compound decisions, one on another, to an entirely new method. This is their power, and can be considered self- designing and self-coding. Robots in the movies tell an incorrect story Robots are not inherently dangerous because they cannot learn or behave outside of human direction or control. AI, however, CAN make new or difference choices, and can compound decisions, one on another, to an entirely new method. This is their power, and can be considered self- designing and self- coding.
  • 15. www.datavail.com 15 Automation Perform repetitive tasks over and over, in a predictable fashion Robotics Autonomous capability or ability to react to unpredicted situations AI Ability to learn and improve capabilities without direct supervision or direction Differences
  • 16. www.datavail.com 16 Analytics The review of historical information (as well as external data) to find patterns. Descriptive analytics describes past activity and the current state of things. • It breaks the story of “what happened” or “what is happening” down into smaller chunks Diagnostic analytics determines why it happened • Removes unrelated data and assigns relevance to each component. • Can identify relationships previously not understood.
  • 17. www.datavail.com 17 Predictive analytics uses historical data to forecast the most likely scenario • Compares current conditions to historical data Prescriptive analytics provides suggestions for future decisions by evaluating multiple outcomes of various courses of action Analytics
  • 18. www.datavail.com 18 Why we need all of these techniques Data is growing exponentially Ever growing complexity in systems Complex relationships between systems Need to make decisions at the speed of NOW
  • 19. www.datavail.com 19 Why we need all of these techniques We need Automation Free us up from routine tasks, testing, activities Helps define the business and what we know today We need Robotics Can’t predict every scenario How to handle new situations Intelligent error handling
  • 20. www.datavail.com 20 Why we need all of these techniques We need AI Can’t learn every situation and write an acceptable outcome Can’t see the correlation of every system, data collection Can’t code for what we haven’t thought of We need Analytics and Machine Learning Feed historical and external data to AI Make better decisions over time Evaluate the results of the effort, not the effort itself
  • 21. www.datavail.com 21 The future of ERP/EPM/HCM/CRM is not more code, but more autonomous learning systems that can handle more data, faster and more accurately over time
  • 22. www.datavail.com 22 Takeaways Automate to free you up Robotics to build smarter error handling AI to handle the unexpected Analytics and Machine Learning to make AI better
  • 23. Doug Hahn Principle Solution Architect Doug.Hahn@Datavail.com www.datavail.com