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What it Takes to Automate Your Organization and Develop a Mature Automation Strategy
- 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!
- 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