2. Financial Services
Manufacturing Insurance
Types of Bots :
Remittance Advice Bot (Salesforce, Excel &
Oracle)
Purchase Order Bot (Oracle)
Solution
Investment accounting Treasury accounting
Portfolio administration Global pricing
Access provisioning Fund administration
Global securities maintenance Global
corporate action services Trade services
Value
Decreased annual operational costs by >30%
in impacted areas Improved capacity in
impacted areas by >30% ROI of 3x in first
year
Types of Bots :
Sox Monitoring Bot (Service Now,
Outlook & SQL )
BI Reports Enhancement
Bot(Outlook, SAP)
Automation for Panther (Outlook,
SAP)
Solution
Service Now Ticket Creation
Reports Enhancement
Value
Improved customer service by 72%
in impacted areas ROI – 2 FTE
Need
Insurance Eligibility Bot (Excel, Web Application)
Policy Cancellation Bot (PDF, Outlook & Excel)
Solution
Insurance certificate issuance Policy cancellation
and termination process Accounts payable
processing Screening Policy creation and
renewal processes Customer authentication
Value
Reduced time to issue insurance certificates by
33% Reduced FTEs by 60% in impacted areas
Increased efficiency in targeted processes by 30-
40% Eliminated overtime Increased customer
satisfaction
Banking
Types of Bots :
Invoice Processing Bot (SAP)
Account Closure Bot (Outlook & Oracle)
Exchange Rate Calculator Bot (Web
Application)
Solution
Exchange rate calculation Bank account
opening process Credit limit management
process
Value
Achieved 100% accuracy in exchange rate
calculation Reduced time to open bank
accounts by 30% end to end
• Samples of how our Intelligence automation services and solutions provide tangible
business value that spans industries and specialized client business objectives.
Cost Scalability Operations Operational Speed Quality Internal Control Employee Satisfaction ROI
20%-30% potential
reduction in annual
operations expense
Capacity can be
increased without a
long build-up phase
Non-stop performance
with no queues at
peak periods
Improved turnaround
time and service speed
Avoids human error
and focus on
exceptions
Improves compliance
checks and operational
audit trail
Staff has more time for
tasks requiring reason
and judgment
Return on investment
can be achieved in 6 to
18 months
Business Value – RPA Automation
• The following are few examples which are listed.
3. Advisory/Workplace Services
Robotic Process Automation (RPA)
Strategy/Discovery
Whiteboarding session with SMEs Automation
readiness assessments Enterprise automation
roadmaps
Design
Dedicated RPA developers Solution design
with mature process and best practices
Process modeling Solution design
Validation and refinement
Tools and Technology
Automation Anywhere, frameworks and accelerators
Implementation and Optimization
Mature process and best practices Program and project
management Tool implementation Configuration of
robots Deployment Governance Real-time monitoring
Dashboards Production support Scale on demand
Overview – RPA Services
• Providing RPA solutions to automate various Business processes.
4. 1. Discover opportunities for automation 2. Analyze automation possibilities and Tool selection
3. Pilot the POC and collect feedback 4. Develop Bots on the RPA tool and conduct live trials 5. Deploy Bots in production environment
Data collation Interview/Workshop Processes/Procedures
Data analysis Repetitive task
analysis
Feedback Develop scripts
on RPA tool
Testing and
live trial
Deploy Bots on
production
Benefit analysis
Number of tasks,
time, spent,
reports
Engineer, SME/Lead
and Manager
Collect active processes
/procedures and conduct
value stream mapping
Study data collated to
confirm opportunities
identified
Identify opportunity among
the non-ticketing repetitive
tasks
Build POC and technical flows
for the identified automation
opportunities
Collect feedback on POC
and any additional
requirements (if any)
Develop Bots on the
RPA tool
Perform testing on the
scripts and conduct live trial
to ensure user acceptance
Deploy Bots to
production via the
RPA tool
Perform benefit
analysis to estimate
actual vs planned
Tool
RPA – Automation Anywhere
Engagement Approach
5. BRD
Business Analyst
BA / Technical
Architect
PDD/SDD/ADD
Documents
RPA Dev Team
Deployment
Improvements
Business Users
Bot Build
Staging
UAT
Prod
Defects
Support
Operational Model
RPA Support Team
6. Start
Monitor Service Now for
Remittance Creation
Incidents
Check if,
Remittance
Creation incidents
can be found based
on specific filters
yes Extract the Remittance
Creation information
from incident
Download the
attachment
Extract the
information from
Attachment
Pass it Oracle
Create the Remittance
details in Oracle
Completed
Stop
No
Service Now – Remittance Incidents
