Slide Meetup Mulesoft - Florence Consulting Group.pdf

MILANO MuleSoft Meetup Group
2023-10-02
● Hyperautomation: a strategic approach to
drive business value with low-code integration
- Thimoty Barbieri
● MuleSoft RPA: Hands-on demonstration -
Tommaso Bolis

Thimoty Barbieri
thimoty@thimoty.it
September 2023
Hyperautomation: a strategic approach to drive
business value with low-code integration

3
● Hyperautomation: an Introduction
● Business Modeling (Strategy) and Integration (Tactics)
● The Value of Low-Code and No-Code Approach:
○ Tools for Hyperautomation in MuleSoft and Salesforce
● References
Agenda

All contents © MuleSoft, LLC
What is Hyperautomation?
A short introduction

All contents © MuleSoft, LLC 5
● Hyperautomation is a business-driven, disciplined approach that organizations
use to rapidly identify, vet and automate as many business and IT processes as
possible.
● Hyperautomation involves the orchestrated use of multiple technologies, tools
or platforms, including:
● artificial intelligence (AI), machine learning,
● event-driven software architecture,
● robotic process automation (RPA),
● business process management (BPM) and
● intelligent business process management suites (iBPMS),
● integration platform as a service (iPaaS),
● low-code/no-code tools,
● packaged software,
● and other types of decision, process and task automation tools.
What is “Hyperautomation”?

The «Digital Twin»
● Hyperautomation extends across a range of tools that can be automated, but
also refers to the sophistication of the automation (i.e., discover, analyze,
design, automate, measure, monitor, reassess.)
● As no single tool can replace humans, hyperautomation today involves a
combination of tools, including robotic process automation (RPA), intelligent
business management software (iBPMS) and AI, with a goal of increasingly
AI-driven decision making.
● Although not the main goal, hyperautomation often results in the creation of
a digital twin of the organization (DTO), allowing organizations to visualize
how functions, processes and key performance indicators interact to drive
value. The DTO then becomes an integral part of the hyperautomation
process, providing real-time, continuous intelligence about the organization
and driving significant business opportunities.
6

Typical Use Cases
● Data entry and processing
• Automation of data entry and processing using RPA and OCR technologies: benefits include
improved data quality, reduced manual work, and fewer transcription errors.
● Customer service and support
• Hyperautomation in customer service using Chatbots and Virtual Assistants: 24/7 availability, faster
response times, and scalability.
● Document management
• Automating data cleaning, preprocessing, and report generation from non-structured data: data
consistency, efficient analysis, and actionable insights.
● IT operations and management
• Streamlining IT operations with AI-driven monitoring and RPA for routine tasks: proactive issue
detection, reduced manual effort, and improved efficiency.
7

Business Modeling and Integration
Strategy and Tactics

Integration: unlocking enabling assets
9
● Service interfaces enabling «Digital Transformation»
● TOGAF, Archimate 3

Application Network for Integration
10
● Emerges as an Enterprise-Wide mesh of services
● Involves IT, Operation Staﬀ, Control Room (Anypoint Platform, Anypoint Studio)

Business Modeling
11
● Re-engineering processes enterprise-wide
● BPMN, Universal notation. Human Tasks and Automation Tasks.
● Processes spanning multiple functions in the organization
https://www.researchgate.net/figure/BPMN-example-Payment-process_fig1
_27478001

Integration and Orchestration Tools
The No-Code Approach

● Integration is about exposing key
company assets in a controlled,
business-aware way
● System APIs, Process APIs
● Usually involves developers and
technical skills to deal with
high-volume data ﬂows
● MuleSoft Composer allows for a
No-Code, Business-Friendly
Approach
● Anypoint Platform environment
and Mule Application is
automatically built and
provisioned in a few clicks:
suitable for business users
Integration: The Tactical Side - Composer

Integration: Automating Repetition in Human
Tasks – MuleSoft RPA
14
● Exposing as API
○ Repetitive tasks on
legacy systems that
cannot be
integrated in
another way
○ Cumbersome OCR
operations
○ Extensive manual
data editing
○ Needs accurate
ﬁtness assessment

● Orchestrates
multiple
Autolaunched
ﬂows overarching
multiple groups in
the enterprise
● Connects Manual
Tasks
(Screen-based
ﬂows) with
Autolanched Flows
● Provides Out-of-the
box integration
with Mule APIs
Orchestrating the Integrations: Salesforce Flow

https://www.linkedin.com/posts/amir-khan-ak_salesforce-mulesoft-automation-activity-69753382371
87760128-d0xe/?originalSubdomain=pe

Triggering Flows with AI: Einstein
● Launch ﬂows and automation from Chat
Bot
● Drive interaction via menu or NPL trained
conversation
• Predict the likelihood of a lead converting to
a sale
• Deflect routine customer service questions
with chatbots
• Recommend products to customers similar
to ones they’ve already purchased or
viewed
● https://www.salesforce.com/blog/einstei
n-guide-ai-use-cases/
● https://www.salesforce.com/blog/using-
einstein-bot-builder/
17

References
● Gartner Top 10 Strategic Technology Trends
● Hyperautomation Glossary Entry:
https://www.gartner.com/en/information-technology/glossary/hyperautomation
● Move Beyond RPA to Deliver Hyperautomation:
https://www.gartner.com/en/doc/433853-move-beyond-rpa-to-deliver-hyperautomation
● Hyperautomation 2023 Predictions:
https://www.gartner.com/en/webinar/448856/1058287
● Automate Business Process:
https://help.salesforce.com/s/articleView?id=sf.extend_click_process.htm&type=5
● Universal Process Notation:
https://trailhead.salesforce.com/content/learn/modules/business-process-mapping/un
derstand-universal-process-notation
● https://www.salesforce.com/news/stories/what-is-hyperautomation-the-key-to-unlockin
g-data-and-scaling-innovation/
● https://www.mulesoft.com/platform/composer
18

Thank you
Get in touch:
https://www.linkedin.com/in/thimoty/

MuleSoft RPA: Hands-on demonstration
Tommaso Bolis
tbolis@salesforce.com
September 2023

Forward-Looking Statements
This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP
financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin
improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses,
amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including
mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing
contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such forward-looking statements
involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could
differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include those
factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with
our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s
operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to
forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we
may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain
service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other
infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; the effect of evolving domestic and foreign
government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data
privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and
regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to
expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to
execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in
enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of
our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our
dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and
uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term
license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to
protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances;
uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general
economic conditions; and risks related to our debt and lease obligations.

22
● New login experience and external identity providers (IdP) support.
● Hands-on Demonstration
○ Use Case
○ MuleSoft RPA Recorder
○ Desktop App Automation
○ Web App Automation
○ Activity Library How-To
○ Orchestrate and scale with Anypoint Platform
Agenda

New login experience and external
identity providers (IdP) support.
IAM Migration

● Users log in using their Anypoint Platform account.
● Administrators configure RPA users, teams, and permissions using
Access Management.
● RPA Manager supports using Connected Apps to connect with Anypoint
Platform.
● RPA Manager supports deleting users who have assigned processes and
re-assigning those processes to other users or teams.
IAM Migration

IAM Migration

Demo

Hands-on Demonstration
Use Case

Use Case
Monitor eMail
Inbox
Mail Operations

Use Case
Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Excel Operations

Iterate Over
eXcel File
Rows
32
Use Case
Excel Operations

Iterate Over
eXcel File
Rows
33
Use Case
Excel Operations

Use Case
Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Enter Account
into Desktop
App
Has More
Rows?
App Automation

Enter Account
into Desktop
App
35
Use Case
RPA Recorder RPA Builder
App Automation

Use Case
Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Enter Account
into Desktop
App
Enter Account
into Web App
Has More
Rows?
Yes
Web Automation

Enter Account
into Web App
37
Use Case
RPA Recorder RPA Builder
Web Automation

Use Case
Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Enter Account
into Desktop
App
Enter Account
into Web App
Update eXcel
File Current
Row
Has More
Rows?
Yes
Excel Operations

Update eXcel
File Current
Row
39
Use Case
Excel Operations

Use Case
Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Enter Account
into Desktop
App
Enter Account
into Web App
Update eXcel
File Current
Row
Send Back
Updated eXcel
File by eMail
Has More
Rows?
Yes
No

Send Back
Updated eXcel
File by eMail
41
Use Case
Mail Operations

Use Case
RPA Manager
Test Phase

Hands-on Demonstration
Orchestrate and scale processing leveraging Anypoint Platform

44
MuleSoft RPA Architecture
RPA Builder
Process Lifecycle Management
Process Analytics Bot Mgmt. User Task
RPA Manager
RPA Builder
RPA Builder
RPA Recorder
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot Farm
https
RPA Developers
RPA Recorder
RPA Recorder
RPA Designers
https
http
s
Not hosted by
MuleSoft
MuleSoft Cloud
Runtime
Exchange
Publish RPA
Process
Anypoint
Flow
Composer
Flow
REST API
(external)
Retrieve
RPA
Process
Invoke RPA
Process
Invoke RPA
Process
User Mgmt.
User Access
Management
Orchestrate and scale with Anypoint Platform

Scalability
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot
RPA Bot Farm
RPA Bot
RPA Bot
Secure Session
Secure Session
Secure Session
Secure Session
1x RPA Bot :
1x Windows Server
1x Secure Session :
1x Session opened over
RDP to Windows Server

Monitor eMail
Inbox
Iterate Over
eXcel File
Rows
Enter Account
into Desktop
App
Enter Account
into Web App
Update eXcel
File Current
Row
Send Back
Updated eXcel
File by eMail
Has More
Rows?
Yes
No
RPA Process

RPA Process

Mule App

Q&A?

References
● Anypoint Platform Migration Overview
53

Thank you
Get in touch:
https://www.linkedin.com/in/tommas
obolis/

60
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