The document discusses the role of intelligent automation in enhancing ERP systems, highlighting challenges such as managing diverse data sources and the need for cost efficiencies. It presents JK Tech's automation framework and the benefits of end-to-end process automation, including significant cost reductions and improved operational efficiency. Case studies illustrate the successful implementation of these automation strategies in various industries, showcasing their impact on productivity and compliance.

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2. 2
Adam Forde
Spectris plc
Malvern
Panalytical
Cyril Millin
Automation Anywhere
Ram Kumar
JKTech

3. 3
The role of Intelligent
Automation and ERP
Cyril Millin
Automation Anywhere

4. INTEGRATION
S
MARKETPLAC
E
SECURITY
Largest bot-store with 1200+ prebuilt bots
Industry’s only bot security certification
Confidential – Do Not Distribute 4
What is Hyperautomation (or Intelligent Automation )
DIGITIZE AUTOMATE
OPTIMIZE
AI-Powered
Cloud-Native
Web-based
DISCOVER

5. Confidential – Do Not Distribute 5
Why automation is a challenge for ERP’s
Eclectic sources
The information ecosystem is
varied and with legacy can
generate a lot of manual
work such as copying from
one environment to another.
Businesses also work with
several heterogeneous data
sources.
ROI pressure
Pressure to manage costs in complex
evolving world . Focus users on their skills
and avoid any repetitive tasks.
Collaboration between
teams and systems is a key
Facilitating collaboration between ERP users and
other teams (such as front office) is a factor of
success.

6. Confidential – Do Not Distribute 6
ERP common use case : sales orders
3.16 minute video

7. 7
The role of Intelligent
Automation and ERP
Ram Kumar
JKTech

8. Automation Capability Overview
20+
IN-HOUSE SOLUTIONS
800+
AUTOMATIONS
BUILT
30+
CLIENTS SERVED
PARTNERSHIP WITH LEADING
OEM(S)
Value Differentiators
Key Differentiators
INDUSTRY WISE CAPABILITY
HEATMAPS
INTELLECTUAL PROPERTIES &
ACCELERATORS
TECHNOLOGY AGNOSTIC &
TAILORED APPROACH
CERTIFIED & TRAINED
PRACTITIONERS
70%
Reduction in Operational Cost
for a Global Manufacturing
Company
90%
Efficiency in Compliance Audit
Process. Helping in Reduction of
Cost by $5m
£2m
Savings Across Finance & IT
for a Global Retailer
28K+
Man-Hours of Saving Every
Month by End-2-End
Automation of O2C Process

9. JK Tech’s Intelligent Automation Framework
A holistic solution for the digital transformation of the operational business processes through a collaborative convergenceof technologies and strategies.
Moving from ‘task’ or ‘process’ automation to end-to-end business process automation
Cloud
Apps
External Solutions
Integration /
Connectors
Cognitive Process Discovery & Mining
• Non-intrusive Event Collection
• Automated Insights for Blockages
• AI-led identification of inefficiencies
iBPMS, Business Rules
• Workflow Management
• Real-time Analysis
• Complex Event Processing
Enterprise Integration
• Built-in Connectors
• Data in motion, Data streaming
• Service Orchestration
Robotic Process Automation
• Process Automation
• Digital/Virtual Assistance
• IntelligentDocument Processing
Data Analytics & AI/ML/DL
• Data Ingestion, Storage
• Analysis & Visualization
• Image/VideoAnalytics, CMR
• NLP, Speech Recognition
Citizen-driven Development
• Omnichannel
• Low-code / No-code
• Drag-drop
01
04
03
02
IA

10. JKTech’sIntelligentAutomation Framework
Review Returned
Material
Customer
Returns Module
Customer initiates
RETURN process
Validate customer return &
check if replacement is
needed?
Call Centre
Customer Return request
received
Start
Fetch shipment and
other details
Accepted? Notify
Customer
Credit
Customer Return
authorised against
shipment
End
Recommend
Replacement
Product
Accept Returned
Material
Restock material – stock
adjustments
Return
type?
Web/
Mobile
Replacement
Issue Credit Note
Customer
Feedback
Ship Replacement
Product / Material

11. JKTech’sIntelligentAutomation Framework
Review Returned
Material
Customer
Returns Module
Customer initiates
RETURN process
Validate customer return &
check if replacement is
needed?
Call Centre
Customer Return request
received
Start
Fetch shipment and
other details
Accepted? Notify
Customer
Credit
Customer Return
authorised against
shipment
End
Recommend
Replacement
Product
Accept Returned
Material
Restock material – stock
adjustments
Return
type?
Web/
Mobile
Replacement
Issue Credit Note
Customer
Feedback
Conversational
AI
iBPMS & BRMS
Intelligentworkflow
& Business Rules
Engine
AI/ML
RPA
RPA
RPA
Integration with
Shipment partner
Chatbot
Ship Replacement
Product / Material
Integration
AI/ML
IOT
RPA

12. JKTech’sIntelligentAutomation Framework
Review Returned
Material
Customer
Returns Module
Customer initiates
RETURN process
Validate customer return &
check if replacement is
needed?
Call Centre
Customer Return request
received
Start
Fetch shipment and
other details
Accepted? Notify
Customer
Credit
Customer Return
authorised against
shipment
End
Recommend
Replacement
Product
Accept Returned
Material
Restock material – stock
adjustments
Return
type?
Web/
Mobile
Replacement
Issue Credit Note
Customer
Feedback
Chatbot
iBPMS & BRMS
Intelligentworkflow
& Business Rules
Engine
AI/ML
RPA
RPA
RPA
Integration with
Shipment partner
Chatbot
Ship Replacement
Product / Material
Integration
AI/ML
IOT
All tools at one place
(RPA, AI, IOT,
Web, Mobile)
Built-in ML
Models, iBPMS,
Data Management
Low-code / No-code
200+ connectors for
integration
One click deployment
A good developer
is all that’s needed
RPA

13. Client Engagement Lifecycle
Case Study of Leading UK Retailer
70%
Cost Optimisation
85%
Improved Productivity
Value
Realisation
£2M
Potential worth of savings
28
processes identified
Action
Plan
21
Processes to be Automated
10
Processes Automated Till Date
Process Areas
HR Services Supply chain IT & Support Centre
Finance & Accounting
Deliver
(every 10 weeks)
4
Value Realisation
(Ongoing)
5
Discover
(4 weeks)
Assess
(2 weeks)
1 2
Strategise
(2 Weeks)
3

14. INTELLIGENT AUTOMATION & ERP – F&A
Procure To Pay
(P2P)
Order To Cash
(O2C)
Record To Report
(R2R)
Financial Planning &
Analysis (FP&A)
Spend Analytics
Collate Spend Data from
Accounts Payable
Analyse spend &
Determine Compliance
Vendor Selection
Vendor Identification
Vendor Selection on rule-
based criteria
Contract Creation & Negotiation
Contract Creation &
Negotiation
Contract & Catalogue
Management
Source
to
Contract
Requisitioning
Create Requisition based
on shopping cart
Requisition Workflow &
Approval
Purchasing & GR Mgmt.
PO & GR Creation
Supplier Master Data
Management
Procure to Invoice
Invoice Processing
Invoice Receipts
Invoice Recon. &
workflow approval
Payment Processing
Payments Settled Update Accounts Payable
Transaction Recording
Update in ERP
(SAP/O-EBS/Others)
Invoice
to
Pay

15. INTELLIGENT AUTOMATION & ERP – F&A
Procure To Pay
(P2P)
Order To Cash
(O2C)
Record To Report
(R2R)
Financial Planning &
Analysis (FP&A)
Month End Closure
72%
Increase in
Efficiency
30%
Increase in
accuracy
Vendor Selection
8x
Efficiency
Gain
100%
Accuracy achieved
Accounts Receivables
35%
Reduction of
time
ZERO
Error Reported
Bank Reconciliation
3K+
Manual Hrs Saved
10 FTE
Efforts Saved
Journal Entry
20K
Journals posted
every month
3x
Faster
auditing
KPI Dashboard
82%
Reduction in
Average Handing
Time
12K+
Manual Hrs Saved
annually

16. Integrated IA and ERP for Enterprise Transformation
Efficient
Manufacturing
Connected Supply Chain,
Intelligent Logistics
Increase Revenue
and Cash Flow
Analytics-Driven
Forecasting
Enable Growth at
Same Cost
Continuous
Compliance
Empowered IT and Operations

17. Test Automation Framework tAF©
Why tAF Framework? Optimise the Verification & Validation Effort
Productivity
Gain
Increases productivity across various testing phases
(Process, Integration, Regression…)
33%
<5%
Coding Required
2-weeks
Lead Time to Deploy
200+
Pre-built Standard Workflows (SAP, QAD)
Flexible hosting models
(on-prem or Cloud)
Supports multiple user
interfaces
Tool
Agnostic

18. 18
Intelligent Automation at
Spectris plc and Malvern Panalytical
Adam Forde
Group CIO Spectris plc
CIO Malvern Panalytical

19. 19

20. Confidential – Do Not Distribute 20
Welcome to Adam Forde

21. Accelerate your IA Journey - Next Steps
IA Road Map
Discover &
Assessment
Workshop – 2 Weeks
Pre-Assessment
Exercise
Take the complementary Maturity Pre-assessment Survey now
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Ready to Get Started?

22. 22
Adam Forde
Spectris plc
Malvern
Panalytical
Cyril Millin
Automation Anywhere
Ram Kumar
JKTech
Q&A