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Digital Workforce
Reduce Costs and Improve Efficiency
using Robotic Process Automation
Rob King
Digital Workforce by Rob K...
Rob King
@Rob_King_
Rob@DigitalWorkforceBook.com
http://www.DigitalWorkforceBook.com
#DigitalWorkforceBook
07711 250545
Di...
Introduction
A Digital Workforce
Digital Workforce by Rob King 3
Digital Workforce by Rob King 4
These slides are an excerpt from the full
Digital Workforce workshop presented by
Rob King...
Why Digital Workforce?
Digital Workforce by Rob King 5
• RPA is beneficial to businesses of every size
• A Digital Workfor...
Answer the important questions
Digital Workforce by Rob King 6
• Where do I begin?
• Which is the best solution?
• How do ...
Section 1
Understanding Robotic
Process Automation
Section 2
Getting Started with a
Digital Workforce
Section 3
Scaling Up...
Section 1
Understanding Robotic
Process Automation
Section 2
Getting Started with a
Digital Workforce
Section 3
Scaling Up...
Exercise Time: 15 Minutes
Format: Group
Digital Workforce by Rob King 9
• Are you using Automation Currently?
• Discuss:
G...
1. What is Robotic
Process
Automation
A View of the RPA Market
Defining RPA
Digital Workforce by Rob King 10
Predicted Growth of Automation
11https://www.horsesforsources.com/automation-AI%20forecast_110417
Digital Workforce by Rob...
The Automation Market
Digital Workforce by Rob King 12
• Financial Services driven to cut costs
• Business Process Outsour...
Digital Workforce by Rob King
13
Automation – A brief history
Digital Workforce by Rob King 14
• Screen Scraping
• End User Computing (EUC)
• Low Code / Bu...
Digital Workforce by Rob King 15
Office
Automation
•Replacement of
manual tasks
with technology
•Automation in
existing po...
Digital Workforce by Rob King 16
Increasing Implementation Difficulty
IncreasingBusinessProblemComplexity
Artificial
Intel...
Exercise Time: 5 Minutes
Format: Individual
Digital Workforce by Rob King 17
• Use your understanding of the types of auto...
2. Why Might I Need
Robotic Process
Automation
Considerations before You Automate
Reasons to Automate Now
Delivering your ...
Considerations Before you Automate
Digital Workforce by Rob King 19
• Are EUC tools already in use?
• Have existing IT Sys...
The Future of Work
Digital Workforce by Rob King 20
• Changing Customer Demands
• Social and Economic Impact: The Fourth I...
Digital Workforce by Rob King 21
According to McKinsey Global
Institute, 60 percent of
occupations could see 30 percent
of...
Digital Workforce by Rob King 22
Andy Haldane, Chief
Economist and the Executive
Director of Monetary Analysis
and Statist...
Changing Customer
Demands
Digital Workforce by Rob King 23
• 24 Hour Service
• Quick Answers to Simple Questions
• Getting...
Delivering your Business
Case
Digital Workforce by Rob King 24
• Efficiency
• Cost Savings
• Risk Mitigation
• Predictabil...
Finance Processes
Digital Workforce by Rob King 25
Finance and Accounting utilise many End-User Computing (EUC) tools
such...
Finance and Accounting Processes
Digital Workforce by Rob King 26
Supplier (Vendor) Setup Sales Reporting
Payments Sales O...
Operations Processes
Digital Workforce by Rob King 27
Back Office Operations are full of task based, repetitive processes....
Operations Processes
Digital Workforce by Rob King
28
Call Centre Data Aggregation
New Business Processing / Vetting Claim...
HR Processes
Digital Workforce by Rob King 29
Human Resources typically have many processes that require data
gathering, u...
HR Processes
Digital Workforce by Rob King 30
Payroll Processing Employee Onboarding
Time and Attendance
Management
Benefi...
IT Processes
Digital Workforce by Rob King 31
IT has been slow to embrace business process automation, yet have
many oppor...
IT Processes
Digital Workforce by Rob King 32
Installations FTP Download, Upload or Backup
Email Related Tasks Service Des...
Procurement Processes
Digital Workforce by Rob King 33
Supply Chain problems can be the difference between success or cost...
Procurement Processes
Digital Workforce by Rob King 34
Inventory Management Supply and Demand Planning
Purchase Order Mana...
Digital Workforce by Rob King 35
These slides are an excerpt from the full
Digital Workforce workshop presented by
Rob Kin...
Digital Workforce
Reduce Costs and Improve Efficiency
using Robotic Process Automation
Questions?
Digital Workforce by Rob...
About the Author
Wzard Innovation Ltd
Co-Founder, Director
@Rob_King_
Rob.King@Wzard.co.uk
07711 250545
Rob King is a cert...
About the Book
https://www.amazon.co.uk/Digital-Workforce-Improve-
Efficiency-Automation/dp/1724836137/
Digital Workforce ...
Services Available
Digital Workforce Consultations
and Speaking Engagements
• Tailored engagements to suit
your specific n...
Digital Workforce Workshop
Filled with practical collaborative exercises to understand your own business needs,
prioritise...
Testimonials
Digital Workforce by Rob King 41
I'm amazed by the
clarity of exposition
and richness of content
“
”
Rob make...
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Digital Workforce Presentation - Chapters 1 & 2

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This interactive workshop introduces participants to robotic process automation (RPA). Designed to take participants through the entire evolution of RPA from getting started to scaling up and implementing a centre of excellence. Practical exercises in developing a vision, selecting and optimising your first processes and establishing the systems and structures to ensure success. http://www.DigitalWorkforceBook.com

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Digital Workforce Presentation - Chapters 1 & 2

  1. 1. Digital Workforce Reduce Costs and Improve Efficiency using Robotic Process Automation Rob King Digital Workforce by Rob King 1
  2. 2. Rob King @Rob_King_ Rob@DigitalWorkforceBook.com http://www.DigitalWorkforceBook.com #DigitalWorkforceBook 07711 250545 Digital Workforce by Rob King 2
  3. 3. Introduction A Digital Workforce Digital Workforce by Rob King 3
  4. 4. Digital Workforce by Rob King 4 These slides are an excerpt from the full Digital Workforce workshop presented by Rob King. If you find this information helpful then please like, share and comment. Details of the workshop are provided at the end of this presentation. Please enjoy.
  5. 5. Why Digital Workforce? Digital Workforce by Rob King 5 • RPA is beneficial to businesses of every size • A Digital Workforce can introduce full-time, part-time and temporary robots into your workforce planning • It’s not just about RPA, but the successful combination of people, processes and organisational design • Open doors to new and innovative opportunities
  6. 6. Answer the important questions Digital Workforce by Rob King 6 • Where do I begin? • Which is the best solution? • How do I find the right process? • How do I develop the business case?
  7. 7. Section 1 Understanding Robotic Process Automation Section 2 Getting Started with a Digital Workforce Section 3 Scaling Up your Digital Workforce Section 4 Transforming your Digital Workforce •Raising Awareness •Creating a Common Vocabulary •Understanding Business Needs •Selecting the Vendor •Forming a Strategy •Developing Communication Plans •Selecting your first Process •Developing a Prototype Solution •Process Optimisation •Running Pilot Study •Structuring Work •Building Skills •Formalising Roles and Responsibilities •Scaling Up Resources •Implement Steering, Standards and Governance •Operational Set up •Structure a Continuous Delivery Approach •Operating Model Design •Implement Centre of Excellence •Fine Tuning Responsibilities •Maintain Operations •Monitoring and Performance Tuning •Continuous Improvement Ethos Digital Workforce by Rob King 7
  8. 8. Section 1 Understanding Robotic Process Automation Section 2 Getting Started with a Digital Workforce Section 3 Scaling Up your Digital Workforce Section 4 Transforming your Digital Workforce 1 – What is RPA? •A view of the Market •Defining RPA 2 – Why might I need a Digital Workforce? •Considerations before you automate •Reasons to automate •Delivering your business case •Examples of Automation 3 – Taking a Business First approach •Assessing your business needs •Developing your strategy •Setting Expectations 4 - The Automation Vendors •Selecting your automation technology •Assessing Vendor Capabilities •Assessing the Vendors •Example Scenarios for shortlisting vendors 6 – Key Responsibilities 7 – Applying Lean Thinking to RPA •Getting Started •Scaling Up •Customer Demand •Optimising Processes 8 – Prioritising Processes for Continuous Delivery •Prioritisation Funnel •Prioritisation Criteria •Continuous Delivery 9 – Developing your Target Operating Model •Maturity Model •Operating Model •The Role of IT •Fine Tuning Responsibilities 10 – Digital Workforce Evolution •Automation Delivery Lifecycle (ADLC) •Automation Models •The Next Phase for Automation •Conclusions Digital Workforce by Rob King 8
  9. 9. Exercise Time: 15 Minutes Format: Group Digital Workforce by Rob King 9 • Are you using Automation Currently? • Discuss: Greatest Barriers, Greatest Opportunities
  10. 10. 1. What is Robotic Process Automation A View of the RPA Market Defining RPA Digital Workforce by Rob King 10
  11. 11. Predicted Growth of Automation 11https://www.horsesforsources.com/automation-AI%20forecast_110417 Digital Workforce by Rob King
  12. 12. The Automation Market Digital Workforce by Rob King 12 • Financial Services driven to cut costs • Business Process Outsourcing (BPO) disrupted • Increasing variety of technology • Resource Shortage • Cultural Challenges
  13. 13. Digital Workforce by Rob King 13
  14. 14. Automation – A brief history Digital Workforce by Rob King 14 • Screen Scraping • End User Computing (EUC) • Low Code / Business Technologies
  15. 15. Digital Workforce by Rob King 15 Office Automation •Replacement of manual tasks with technology •Automation in existing portfolio of tools •Automation through end user computing Attended •Automation of repetitive tasks at the desktop •Augment end- user activities •Save time and improve accuracy on processes which cannot be fully automated Unattended •End-to-End automation with no user involvement •Automates repetitive and clearly definable tasks •Tasks that are difficult for users to perform (Time, Volume, Complexity) Virtual Assistants •Interaction via text or speech using natural language •Varies from simple FAQ-Bots to complex interactions •Virtual assistants can “humanise” the interaction with end-users Artificial Intelligence •Machine Learning (as opposed to programming a solution) •Processing of Unstructured Data •Intelligent Automation (IA) combines RPA + AI Types of Automation
  16. 16. Digital Workforce by Rob King 16 Increasing Implementation Difficulty IncreasingBusinessProblemComplexity Artificial Intelligence FAQ Bots Attended Unattended Virtual Assistants Automation from Existing Solution New Low- Code Solution Office Automation Managing Complexity
  17. 17. Exercise Time: 5 Minutes Format: Individual Digital Workforce by Rob King 17 • Use your understanding of the types of automation list examples from your own organisation that would fit each type.
  18. 18. 2. Why Might I Need Robotic Process Automation Considerations before You Automate Reasons to Automate Now Delivering your Business Case Examples of RPA 18
  19. 19. Considerations Before you Automate Digital Workforce by Rob King 19 • Are EUC tools already in use? • Have existing IT Systems introduced Automation? • Do you have access to automation through an existing supplier? • Do your processes use digital systems for input?
  20. 20. The Future of Work Digital Workforce by Rob King 20 • Changing Customer Demands • Social and Economic Impact: The Fourth Industrial Revolution • Increasing Job Complexity (Augmentation) • Avoiding the Kodak/Blockbuster/Toys’R’Us/Woolworths moment
  21. 21. Digital Workforce by Rob King 21 According to McKinsey Global Institute, 60 percent of occupations could see 30 percent of their tasks automated with technologies available today “ ”
  22. 22. Digital Workforce by Rob King 22 Andy Haldane, Chief Economist and the Executive Director of Monetary Analysis and Statistics at the Bank of England, said that 15 million British jobs could be automated within the next 20 years “ ”
  23. 23. Changing Customer Demands Digital Workforce by Rob King 23 • 24 Hour Service • Quick Answers to Simple Questions • Getting an Instant Response • Convenience • Ease of Communication
  24. 24. Delivering your Business Case Digital Workforce by Rob King 24 • Efficiency • Cost Savings • Risk Mitigation • Predictability • Enabling Best Practices • Scalability of Process • Accountability
  25. 25. Finance Processes Digital Workforce by Rob King 25 Finance and Accounting utilise many End-User Computing (EUC) tools such as Excel, resulting in high levels of duplication and increased risk of error. Automation provides the opportunity to focus on customers and analytics. Examples of Finance Processes are:
  26. 26. Finance and Accounting Processes Digital Workforce by Rob King 26 Supplier (Vendor) Setup Sales Reporting Payments Sales Orders Invoice Collections Journaling Reconciliation Management Reporting Financial Modelling Capacity Planning Data Collection / Preparation Forecasting
  27. 27. Operations Processes Digital Workforce by Rob King 27 Back Office Operations are full of task based, repetitive processes. Examples of Operations Processes are:
  28. 28. Operations Processes Digital Workforce by Rob King 28 Call Centre Data Aggregation New Business Processing / Vetting Claims Processing Business Intelligence Supplier Review Change of Details (e.g. Address, Phone) Product Queries Email Enquiries Anti-Fraud Checking / Regulation Account Closure / Cancellations Data Consolidation and Reporting
  29. 29. HR Processes Digital Workforce by Rob King 29 Human Resources typically have many processes that require data gathering, updating and disseminating. They are also responsible for resolving many ad-hoc requests that could equally be serviced by virtual assistants. Examples of HR Processes are:
  30. 30. HR Processes Digital Workforce by Rob King 30 Payroll Processing Employee Onboarding Time and Attendance Management Benefits Administration Learning and Development Compliance Reporting Personnel Administration Recruitment Service Desk (Ad Hoc Queries) Appraisal Administration Referencing Data Entry Tasks and Reports
  31. 31. IT Processes Digital Workforce by Rob King 31 IT has been slow to embrace business process automation, yet have many opportunities to apply robotic automation to tasks and virtual assistants to manage common user queries. Several vendors focus specifically on IT related activity. Examples of IT Processes are:
  32. 32. IT Processes Digital Workforce by Rob King 32 Installations FTP Download, Upload or Backup Email Related Tasks Service Desk (Ad Hoc Queries) Application Monitoring File Synchronisation / Management Data Migration Application Integration Proxy for Application API Technical Housekeeping Tasks Data Collection and Reporting Testing
  33. 33. Procurement Processes Digital Workforce by Rob King 33 Supply Chain problems can be the difference between success or costly failure but contain many manual steps reviewing, collating and recording progress. The contractual elements also open opportunities for machine learning in the future. Examples of Procurement Processes are:
  34. 34. Procurement Processes Digital Workforce by Rob King 34 Inventory Management Supply and Demand Planning Purchase Order Management Contract Management Returns Management Supplier Review Regular Vendor Certification Checks Email (Inbox) Monitoring Contract Checks Vendor Follow-up Chasing Data Collection for Information Packs Security Checks
  35. 35. Digital Workforce by Rob King 35 These slides are an excerpt from the full Digital Workforce workshop presented by Rob King. Slides from Chapters 3 -10 have been removed. Details of the workshop are provided at the end of this presentation.
  36. 36. Digital Workforce Reduce Costs and Improve Efficiency using Robotic Process Automation Questions? Digital Workforce by Rob King 36
  37. 37. About the Author Wzard Innovation Ltd Co-Founder, Director @Rob_King_ Rob.King@Wzard.co.uk 07711 250545 Rob King is a certified Six Sigma Master Black Belt with 25 years’ experience in helping organisations to deliver operational efficiency, new technology introduction, innovation and lean transformation. Rob is the author of Digital Workforce, sharing his experience of introducing and scaling robotic process automation in businesses of every size. He is a frequent blogger and international conference speaker. Rob advises global businesses and conference providers on the design and delivery of conferences and workshops, often fulfilling the role of chairman and facilitator to ensure their smooth operation.Digital Workforce by Rob King 37
  38. 38. About the Book https://www.amazon.co.uk/Digital-Workforce-Improve- Efficiency-Automation/dp/1724836137/ Digital Workforce by Rob King 38
  39. 39. Services Available Digital Workforce Consultations and Speaking Engagements • Tailored engagements to suit your specific needs • Starting from as small as a few hours to longer engagements • Covering the entire lifecycle from getting started through to digital transformation Digital Workforce by Rob King 39
  40. 40. Digital Workforce Workshop Filled with practical collaborative exercises to understand your own business needs, prioritise vendors and evaluate suitable processes this workshop will educate you in the opportunities provided by Robotic Process Automation. This is a 3-5 day workshop depending on your size of organisation and number of attendees, delivered by the author of Digital Workforce, Rob King, and include a detailed report on agreed opportunities and outcomes. Contact Rob@DigitalWorkforceBook.com for more information. Digital Workforce by Rob King 40 Section 1 Understanding Robotic Process Automation Section 2 Getting Started with a Digital Workforce Section 3 Scaling Up your Digital Workforce Section 4 Transforming your Digital Workforce
  41. 41. Testimonials Digital Workforce by Rob King 41 I'm amazed by the clarity of exposition and richness of content “ ” Rob makes a valuable contribution to RPA with his book. His take on RPA for the SME market is spot on. “ ” Rob thank you very much for being such a great, informed, fun moderator!... Enjoyed it very much. “ ” Once again fantastic materials and really captures the who, what and when... “ ” I’m really pleased at how much we achieved with a structured approach, we have very clear actions and timescales in which to achieve our goals. Thank you... “ ” I've understood concepts about RPA I didn't get earlier “ ”
  • NavneetSingh44

    Jun. 16, 2019

This interactive workshop introduces participants to robotic process automation (RPA). Designed to take participants through the entire evolution of RPA from getting started to scaling up and implementing a centre of excellence. Practical exercises in developing a vision, selecting and optimising your first processes and establishing the systems and structures to ensure success. http://www.DigitalWorkforceBook.com

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