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INTELLIGENT AUTOMATION
RPA USING WORKFUSION
https://upskillanywhere.com
Intelligent Automation
Workfusion for Intelligent Automation
Sample Use Case - Opportunity
High Level Implementation Stages & Timelines
Benefits
Thanks
AGENDA
https://upskillanywhere.com
INTELLIGENT AUTOMATION
Intelligent automation, or alternately intelligent process
automation, is a software term that refers to a combination
of artificial intelligence (AI) and robotic process automation (RPA).
Companies use intelligent automation to cut costs by using
artificial-intelligence-powered robotic software to replace workers
who handle repetitive tasks.
Intelligent automation applies the assembly line concept of
breaking tasks into repetitive steps to digital business processes.
Rather than having humans do each step, intelligent automation
replaces each step with an intelligent software robot or bot,
improving efficiency.
Interrelated technologies and capabilities
Robotic Process Automation Machine Learning Optical Character Recognition Natural Language Generation Cognitive Agent
Advantages of Intelligent
Automation
Optimize day to day
Operations
Reduce Costs and Risks
Optimize Workforce
Productivity
Increase Process
Efficiency
Improve Customer
Experience
Product & Service
Innovation
https://upskillanywhere.com
RPA WORKFUSION FOR INTELLIGENT AUTOMATION
RPA
Front-End (App Layer)
Data Scrapping, Data Entry
Data Validation, Back End (APIs)
Artificial Intelligence
Information Extraction
Classification
Reference Data
OCR
Convert Images to Text
(e.g.PDF -> XML, HTML)
Workflow
Training Data, Exception Handling,
QC, Work Orchestration
Analytics
Operational Analytics
Diagnostic, Predictive
Prescriptive
Data Types
Structured Data
Desktop/Web Apps
Citrix Environments
Images
(PDF, TIFF, JPEG)
Unstructured Data
Structured Data
Bots-to-People
People-to-Bots
Bot Data
Manual Data
Process Data
https://upskillanywhere.com
 Key Asks
License Key
Workfusion Enterprise edition
License Key
01 Server
Windows and Linux Server
For Dev, Stage & Prod (Separate)
02 RPA Mailbox
Mail box for Dev, Stage & PROD
03
Infra Setup
Configuration of Servers
04 DB Account
Workfusion account for DB Access
for Dev, Stage, Prod
05 Network Team Support
Whitelisting the applications on
server and install the updated
drivers
06
What really transformed me was the ability to understand how everything works without any prior knowledge.
https://upskillanywhere.com
 Use Case:
Problem Statement
Incident Request data are received in mail on daily basis and based on the
request type multiple tables in the DB needs to be updated with
necessary information and send confirmation email.
Volumes per day
On an average 150-200 request comes every day which requires agent to
process them manually
Time Spent by Agent
Daily Time Spent ~ 8 hour
.
Risks & Assumptions
Manual process is executed on production increasing risk of human errors.
Any missed checks may lead to concern raised by country for delayed
notification
OPPORTUNITY
Mitigation Plan
BOT will remove manual intervention and
completely automate the daily checks
Email Alert
Log Server
Connect DB & Login
Check Status
Send Email
Status =
Processes ?
Do some more steps
Stop
Yes
No
https://upskillanywhere.com
Assessment
Connectivity Analysis
Discover
Advisory
Process mapping
Define
Platform &
Bot Deployment
Deploy
Control Bots
BAU Operations
Manage
Process
Improvements
Innovation
• Identify pilot
candidates
• Process walk-through
• Capture process
details – SIPOC
• RA feasibility test
• FMEA analysis of the
process
• Create BPMN process
diagrams
• Business blueprint sign-off
• POC implementation
schedule & timeline
• Prepare & present Biz
case
• Technical design
document sign-off
• POC Development
• IT security &
compliance
• Integration & testing
• Acceptance,
installation &
deployment
Generic Timelines
HIGH LEVEL IMPLEMENTATION STAGES &TIMELINES
Complexity Process Mapping
& Feasibility
Analysis
POC Development &
Testing
Simple 1 weeks 4 Weeks+
Medium 2 Weeks 6 Weeks+
Complex 3 Weeks 10 weeks+
https://upskillanywhere.com
THANK YOU
Upskill Anywhere
https://upskillanywhere.com

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Intelligent Automation by UpskillAnywhere.pptx

  • 1. INTELLIGENT AUTOMATION RPA USING WORKFUSION https://upskillanywhere.com
  • 2. Intelligent Automation Workfusion for Intelligent Automation Sample Use Case - Opportunity High Level Implementation Stages & Timelines Benefits Thanks AGENDA https://upskillanywhere.com
  • 3. INTELLIGENT AUTOMATION Intelligent automation, or alternately intelligent process automation, is a software term that refers to a combination of artificial intelligence (AI) and robotic process automation (RPA). Companies use intelligent automation to cut costs by using artificial-intelligence-powered robotic software to replace workers who handle repetitive tasks. Intelligent automation applies the assembly line concept of breaking tasks into repetitive steps to digital business processes. Rather than having humans do each step, intelligent automation replaces each step with an intelligent software robot or bot, improving efficiency. Interrelated technologies and capabilities Robotic Process Automation Machine Learning Optical Character Recognition Natural Language Generation Cognitive Agent Advantages of Intelligent Automation Optimize day to day Operations Reduce Costs and Risks Optimize Workforce Productivity Increase Process Efficiency Improve Customer Experience Product & Service Innovation https://upskillanywhere.com
  • 4. RPA WORKFUSION FOR INTELLIGENT AUTOMATION RPA Front-End (App Layer) Data Scrapping, Data Entry Data Validation, Back End (APIs) Artificial Intelligence Information Extraction Classification Reference Data OCR Convert Images to Text (e.g.PDF -> XML, HTML) Workflow Training Data, Exception Handling, QC, Work Orchestration Analytics Operational Analytics Diagnostic, Predictive Prescriptive Data Types Structured Data Desktop/Web Apps Citrix Environments Images (PDF, TIFF, JPEG) Unstructured Data Structured Data Bots-to-People People-to-Bots Bot Data Manual Data Process Data https://upskillanywhere.com
  • 5.  Key Asks License Key Workfusion Enterprise edition License Key 01 Server Windows and Linux Server For Dev, Stage & Prod (Separate) 02 RPA Mailbox Mail box for Dev, Stage & PROD 03 Infra Setup Configuration of Servers 04 DB Account Workfusion account for DB Access for Dev, Stage, Prod 05 Network Team Support Whitelisting the applications on server and install the updated drivers 06 What really transformed me was the ability to understand how everything works without any prior knowledge. https://upskillanywhere.com
  • 6.  Use Case: Problem Statement Incident Request data are received in mail on daily basis and based on the request type multiple tables in the DB needs to be updated with necessary information and send confirmation email. Volumes per day On an average 150-200 request comes every day which requires agent to process them manually Time Spent by Agent Daily Time Spent ~ 8 hour . Risks & Assumptions Manual process is executed on production increasing risk of human errors. Any missed checks may lead to concern raised by country for delayed notification OPPORTUNITY Mitigation Plan BOT will remove manual intervention and completely automate the daily checks Email Alert Log Server Connect DB & Login Check Status Send Email Status = Processes ? Do some more steps Stop Yes No https://upskillanywhere.com
  • 7. Assessment Connectivity Analysis Discover Advisory Process mapping Define Platform & Bot Deployment Deploy Control Bots BAU Operations Manage Process Improvements Innovation • Identify pilot candidates • Process walk-through • Capture process details – SIPOC • RA feasibility test • FMEA analysis of the process • Create BPMN process diagrams • Business blueprint sign-off • POC implementation schedule & timeline • Prepare & present Biz case • Technical design document sign-off • POC Development • IT security & compliance • Integration & testing • Acceptance, installation & deployment Generic Timelines HIGH LEVEL IMPLEMENTATION STAGES &TIMELINES Complexity Process Mapping & Feasibility Analysis POC Development & Testing Simple 1 weeks 4 Weeks+ Medium 2 Weeks 6 Weeks+ Complex 3 Weeks 10 weeks+ https://upskillanywhere.com