Hear from executives who worked in three different organizations and how they began their automation journey and then scaled up the process of automating the key processes in their business. In today's session, we will be covering the following topics: •Selecting your automation platform • Selecting the first business process to automate and why this was so important • Business value we achieved with our automations • Measuring ROI for automated business processes • Engaging your business community and IT • Selecting future processes for automation • Training and educating your organization • Beyond RPA, other automation technologies in use or being planned • Automation Strategy, RoadMaps and Automation Center of Excellence • Challenges encountered, what would we do differently? Speakers: Tom Sheppard, CIO, BBB Industries Glenn Hoormann, Executive VP, eAlliance

1. What it takes to automate your organization
and develop a mature automation strategy

2. Agenda
A word of thanks
Introductions
What you will take away from this webinar
Top Ten List
Q & A

3. Diana Gray
Janice Daloia
A word of thanks!

4. Introductions

5. Glenn Hoormann
Executive Vice President
eAlliance Corporation
Mr. Hoormann has worked “hands-on” with over 60 automations for 16
customers and has published four automation articles in 2021 & 2022.
Yahoo Finance - Top Five Challenges in Business Process Automation
The Illinois Manufacturer - Improving Employee Morale with Automation
Automating Order to Cash - The Heart of your Business
The Citizen Developer Movement - Trending Up
Northwestern University - Kellogg School of Management
Artificial Intelligence - Strategies for Leading Business Transformation
Introductions

6. • What it takes to automate your organization
• How to develop a mature automation strategy
What you will take away from this webinar

7. “The average company today
has 900+ business processes...
85% of those can be automated”
- McKinsey & Company, 2015
Companies will automate their business processes

8. High Growth Study 2021 - Executive Summary
- Hinge Research Institute
Why a mature automation strategy is important

9. Top Ten List
• Selecting your automation platform
• Selecting the first business process to automate
and why this is so important
• Business value achieved with the automations
• Measuring ROI for automated business processes
• Engaging your business community and IT

10. Top Ten List (cont.)
• Selecting future processes for automation
• Training and educating your organization
• Beyond RPA, other automation technologies in use
or being planned
• Automation Strategy, RoadMaps and
Automation Center of Excellence
• Challenges encountered,
What would we do differently?

11. Selecting your automation platform
• Significant dates
• Due diligence
• Tom’s attendance at Gartner event
• NCOAUG Training Day - Winter 2018
• What to look for in an automation platform
• Complete portfolio

12. Selecting your automation platform
• What to look for in an automation platform
• RPA
• Machine Learning
• Artificial Intelligence
• Process Mining
• Automation tools
• Automated testing
• Significant dates
• Oracle OpenWorld September 2017
• NCOAUG Training Day - Winter 2018
• UiPath goes public - April 2021

13. Selecting the first business process to automate
and why this was so important
• Visibility in the organization
• Momentum
• Evangelizing
• The Pilot and/or Proof of Concept
• Expectations
• Definition of Success
-The Big RPA Bubble, Forbes, December 2, 2018

14. Business value achieved with the automations
• What is it you are attempting to achieve through
automation?
• Cost
• Productivity
• Quality
• Maintaining competitive edge
• Digital Transformation
• Moving the needle on EBITDA

15. Measuring ROI for automated business processes
• Easy things to measure
• Labor savings
• Data integrity
• Not so easy things to measure
• Interaction with team, customers, suppliers
• Innovation
• Surprising new things to measure
• Customer experience
• Employee engagement

16. Measuring ROI for automated
business processes
Business Process Automation by eAlliance / 2
eAlliance Finance & Accounting automations:
• ACH Payments
• Agent AP Process
• AP Activity Report
• AP Cash Disbursements
• AP Factoring (2)
• AP Invoice Auditing
• AP Invoice Automation
• AP Vouchers
• AR Invoicing
• AR Remittance & Cash Application (2)
• Bank Statement Reconciliation
• Billing (3)
• Billing Reconciliation
• Concur Manager Approved Expenses
• Concur SAP Manual JE Load to Oracle E-Business
• Credit Card Statement Reconciliation
• Departmental Activity Report
• Digital Ad Revenue Reconciliation
• EFT transfers
• EMEA Bank Statement Payment Match in SAP
• Gross Margin Analysis
• Income Statement
• Journal Entry Creation
• Month End Freight Journal Entry Reclassification
• Month End Trial Balance Detail Reconciliation
• Scan Based Trading Revenue Reconciliation
• Weekly Spend
Average metrics and KPIs for all listed automations:
41.4 hours saved monthly
12.8 weeks implementation time
10.7 months Return on Investment
11% Data Integrity Improvement

17. Engaging your business community and IT
• Roadshow for Upper Management
• Automation Center of Excellence
• Workshops
• Incentives
• Events

18. Selecting future processes for automation
• ROI - How long will the automation take to pay for
itself
• Assessing ease of automation and automation
potential
• Choosing the right Subject Matter Expert(s)
• Getting other departments involved
• Pain points

19. Training and educating your organization
• The difference between training & education
• Combining instructor-led and self-paced, online
learning
• UiPath Academy
• Citizen Developer trending up
• Bandwidth

20. “...demand new skills
training from their
employers.”
86% of
Global
Employees
58% of
Global
Employees
“...believe there are more
opportunities for them to
automate monotonous tasks
at work.”
“...are interested in
acquiring RPA skills.”
30% of
U.S. Office
Workers
Employee Retention Employee Engagement Employee Acquisition
Training and educating your organization

21. Overview - RPA Training & Education Program
RPA Training & Education for IT
Our RPA Training & Education for IT program is delivered
in two formats, Instructor-led courses and self-paced
online courses using the UiPath Studio tool.
This program is intended for IT application developers.
RPA Training & Education for Citizen Developer
Our RPA Training & Education for Citizen Developer program
is delivered in two formats, Instructor-led courses and self-
paced online courses using the UiPath StudioX tool.
This program is intended for business analysts, and no IT
background is required.

22. eAlliance RPA Citizen Developer Training & Education Program
The RPA Citizen Developer Program by eAlliance
contains everything you need to become a certified RPA
Citizen Developer, including all the necessary software,
setup and configured for you, training, education and
support.
eAlliance’s unique RPA Citizen Developer training and
education approach is delivered in two formats,
Instructor-led courses and self-paced online courses.
This provides an interactive “hands on” approach and a
comprehensive self-paced learning approach to produce
a well-rounded educational experience.
In addition to that, this program also contains content
for RPA Best Practices.
The RPA Citizen Developer Program by eAlliance includes:
• Custom automations developed by eAlliance
• StudioX Setup & Configuration
• HelpDesk & Support
• UiPath Citizen Developer Named User 1 year license
• Task Capture
• Action Center
• Attended Robot
• StudioX
• Six instructor led RPA Training & Education sessions
• UiPath Academy Citizen Developer course structure &
guidance
• Program Management Institute (PMI) Citizen
Developer course structure & guidance
• RPA Best Practice Guide

23. Beyond RPA, other automation technologies
in use or being planned
• Machine Learning
• Automated Testing
• Process Mining
• Artificial Intelligence

24. Robot receives email from supplier. Robot sends
PDF invoice into Document Understanding program
02 - Document Understanding extracts data
Document Understanding program uses Machine Learning to
extract data from Supplier Invoice, confidence level High.
01
02
03
04
05
01 - Robot receives email from Supplier 03 - Document Understanding populates Excel
Document Understanding program populates Excel
file with AP Invoice data.
04 - Robot uses Excel file for AP Invoice creation
Robot reads the Excel file and can now create the Accounts
Payable Invoice in Oracle (or any ERP system).
05 - Robot creates AP Invoice one of two ways
Robot can login to Oracle to create the AP Invoice
directly, or robot can call an Oracle API, if one exists,
for AP Invoice creation (recommended).
Supplier sends
email to software robot
with PDF invoice attached.
06
06 - Robot sends email notification
Robot sends notification of work performed to
The Accounts Payable team.
Machine Learning working with RPA

25. Automated Testing
• Trending up
• Regression testing
• Patches, upgrades, migrations
• Cutting testing time in half, improving quality

26. Process Mining

27. Automation Strategy, RoadMaps and
Automation Center of Excellence
• Executive Sponsorship
• Aligned with Corporate Goals & Initiatives
• Defining Success
• Budgeting - What percentage of Revenue

28. Automation RoadMap
1 Selecting the first automation
Select a business process that is well suited for
RPA and delivers substantial business value to
the organization.
2
3
4
6
Establish the Automation Center of Excellence
Business leaders from all departments take leadership
roles in the Automation CoE, set up automation training
& education program and submit ideas for automations.
Building automations for other departments
Selecting ideas submitted in the Automation
Pipeline and automating the business processes
that deliver the most business value..
Process Mining
Implement Process Mining to provide insightful
and objective KPIs. Highlight pain points and
opportunities for future automations using
objective, real time data.
Automation moves the needle on EBITDA
Moving forward on becoming an Automated
Enterprise, maintaining competitive edge with a
mature automation strategy.
5
Continuous Automation Training & Education
Train & educate additional Citizen Developers.
Continue training & education for IT to develop
higher complexity automations.

29. Automation Center of Excellence

30. Challenges encountered,
What we would we do differently
• Business process selection
• Number of exceptions
• Input file
• Subject Matter Expert

31. Q & A