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[Webinar] - Using RPA to Accelerate the Benefits from Shared Services

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[Webinar] - Using RPA to Accelerate the Benefits from Shared Services

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The benefits of having a shared services function are well understood but using Robotic Process Automation (RPA) to perform these services is a lesser-known fact. If you are looking to implement shared services or exploring options for improvements in this area, then this webinar will be very helpful.

Quick to implement, RPA shared services remove the need for costly integrations and achieve more than 95% accuracy of processing.

Build and Deploy RPA solution in as little as 4 weeks, to help Shared Services Functions like F&A, HR, Supply Chain, Contact Centre where BOTs take care of rule-based repetitive tasks and your team focused on critical and strategic business operations.

Listen to our thought leaders Mr. Praveen Kumar & Mr. Grant Farrell for an interactive webinar on “Using RPA to Accelerate the Benefits from Shared Services” to find out automation possibilities and how RPA BOTs can help in some of the processes like:

- Source to Pay (sourcing, procurement, invoicing, and payments).
- Employee/vendor management (onboarding, training, deployment, exists).
- Logistics (forecasting, maintenance, warehouse management, tracking).
- IT & Contact Centre (Helpdesk, Provisioning/de-provisioning, customer queries/complaints).

KEY TAKEAWAYS:

1) Automation possibilities in Shared Services across business functions (F&A, HR, Supply Chain, Contact Centre).
2) How RPA can help to automate processes 24×7 without changing the existing IT landscape?
3) How to start the RPA journey and build a team to deliver the solution?

The benefits of having a shared services function are well understood but using Robotic Process Automation (RPA) to perform these services is a lesser-known fact. If you are looking to implement shared services or exploring options for improvements in this area, then this webinar will be very helpful.

Quick to implement, RPA shared services remove the need for costly integrations and achieve more than 95% accuracy of processing.

Build and Deploy RPA solution in as little as 4 weeks, to help Shared Services Functions like F&A, HR, Supply Chain, Contact Centre where BOTs take care of rule-based repetitive tasks and your team focused on critical and strategic business operations.

Listen to our thought leaders Mr. Praveen Kumar & Mr. Grant Farrell for an interactive webinar on “Using RPA to Accelerate the Benefits from Shared Services” to find out automation possibilities and how RPA BOTs can help in some of the processes like:

- Source to Pay (sourcing, procurement, invoicing, and payments).
- Employee/vendor management (onboarding, training, deployment, exists).
- Logistics (forecasting, maintenance, warehouse management, tracking).
- IT & Contact Centre (Helpdesk, Provisioning/de-provisioning, customer queries/complaints).

KEY TAKEAWAYS:

1) Automation possibilities in Shared Services across business functions (F&A, HR, Supply Chain, Contact Centre).
2) How RPA can help to automate processes 24×7 without changing the existing IT landscape?
3) How to start the RPA journey and build a team to deliver the solution?

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[Webinar] - Using RPA to Accelerate the Benefits from Shared Services

  1. 1. WEBINAR Using RPA to Accelerate the Benefits from Shared Services ISO 9001:2015 I ISO 27001:2013 I ISO 37001:2016 CMMI for Dev v1.3 Level 5 SSAE 18 SOC1 TYPE GDPR Compliant
  2. 2. Copyright © 2020, JK Technosoft. All Rights Reserved. 2 SPEAKERS Praveen Kumar Vice President Digital and Innovation JK Technosoft (UK) Grant Farrell Shared Services Consultant JK Technosoft (UK)
  3. 3. Copyright © 2019, JK Technosoft. All Rights Reserved. 3 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 3 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility Copyright © 2020, JK Technosoft. All Rights Reserved. 3 About Shared Services
  4. 4. Definition & Goal Of Shared Services Shared Services ...is the organisation that provides non-core Services to the business, employing a specialist team, geographically unconstrained, and focusing on the requirements of the customer. This involves a philosophy and approach totally unlike traditional Corporate-driven centralisation. The goal of Shared Services is to provide high quality, non- core, but mission critical, services (which can include both repetitive common processes and more specialized professional services) to the business at lower cost and more efficiently than the business could otherwise provide for itself. Shared Services achieves cost savings and higher quality of service by leveraging organizational re-alignment, economies of scale, technology, lower cost locations, standardized end-to-end processes and best practice. Copyright © 2020, JK Technosoft. All Rights Reserved. 4
  5. 5. Why Shared Services Copyright © 2020, JK Technosoft. All Rights Reserved. 5 Shared Decentralized ➢ Disparate Processes ➢ Multiple Standards ➢ Duplication of Effort ➢ Different Control Environment ➢ High cost & costs unclear across the business ➢ Not Scalable ➢ Responsible to Business & Operational Needs ➢ Business/Operatio ns Control Decision ➢ Customized solution to meet Business / Operational Requirements ➢ Highly Customer Focused ➢ Commercially Driven ➢ Service Partnership Agreements ➢ Clear Unit Costs ➢ Flexible Delivery ➢ Clear Understanding of drivers & Activities ➢ Common Systems & Support ➢ Consistent Standards & Controls ➢ Tight Control Environment ➢ Economies of Scale Centralized ➢ Remote From Business ➢ Unresponsive & Inflexible ➢ No Business/ Operational Control Over Costs ➢ Viewed as Central Overhead ➢ Prevalence of Shadow Operations
  6. 6. When implemented, managed and controlled properly, Shared Services can achieve the "triple benefit" of: ➢ Improved Service levels ➢ Delivered in a more efficient manner ➢ And supporting an enhanced control environment ➢ Additional benefits: ▪ Standardization of processes which supports centralization and automation (including ERP deployment) ▪ Ability to really look "end-to-end" at processes to eliminate redundancy, duplication, handoffs, loop backs, etc. ▪ Empowering the Shared Services team to learn new things and work in a dynamic and exciting environment ▪ Engendering a culture of continuous improvement and recognition of performance ▪ *Improves quality and integrity of data which supports faster and better decision making. Benefits Of Shared Services Copyright © 2020, JK Technosoft. All Rights Reserved. 6
  7. 7. Shared Services – Key Business Functions Copyright © 2020, JK Technosoft. All Rights Reserved. 7 ▪ Source to Pay ▪ Procure to Pay ▪ Record to Report ▪ Order to Cash ▪ General Accounting ▪ Tax, Treasury and compliance ▪ Financial planning and analysis ▪ Financial compliance and reporting Finance & Accounting ▪ Recruitment and Selection ▪ Payroll & Comp. ▪ Employee Master Data Mgmt. ▪ Performance Mgmt. ▪ Benefits Administration ▪ Training & Development ▪ Relocation services Human Resource ▪ Customer Interaction ▪ Sales Management ▪ Customer Onboarding ▪ Customer Help Desk & Retention ▪ Customer Test Result Collections ▪ Customer Master Data Management ▪ Analytics/MIS Customer Lifecycle Management ▪ Demand Management ▪ Material Planning ▪ Transportation Mgmt. ▪ Imports & Documentation ▪ Financial Supply Chain ▪ Production/ Supply Mgmt. ▪ Spend Analytics Supply chain & logistics ▪ Procurement Mgmt. ▪ Application Dev. & Management ▪ Infrastructure Mgmt. ▪ Data Centre Ops ▪ Network/ Help Desk Support ▪ Resource Optimization ▪ IT Analytics IT & Contact Center
  8. 8. Copyright © 2019, JK Technosoft. All Rights Reserved. 8 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 8 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility Automation In Shared Services Copyright © 2020, JK Technosoft. All Rights Reserved. 8
  9. 9. Elements of the Automation should be phased-in based on the shared-services organization and the company’s near and long-term objectives. Automation In Shared Services Changes to the operating model: Ability to adopt and adapt new tech, and ensure consistency of operations Changes to process and workflow: incorporate automation and point robotics into their existing manual workflows Changes to talent development: Focus on Domain Expertise, Low- cost, rule-based, repetitive tasks to be automated Unit Cost of Full-time employees Reach & size of low-cost location Performance on service- level agreements Simplified tasks, improved annual productivity UP-Front Investments Technology/ IT Know-how End-to-end process ownership Scale-to-skill migration Total cost to serve Network of sites, with capability hubs Processes that support entire consumer purchase experience Large-Scale automation Effectiveness metrics & return on investment Analytics- based decision making Multichannel customer integration New Service lines & products Business Outcomes Operational Efficiency New AreasTraditional Areas Shared-Service Organizations’ performance objectives may need to change in a digital environment Copyright © 2020, JK Technosoft. All Rights Reserved. 9
  10. 10. Automation In Shared Services Computer skills matching Human understanding and decisions for analyzing past & predicting future Artificial Intelligence / Machine Learning Your virtual assistance, working 24/7 providing human agent like responses to business queries Chatbots Making sense out of TBs of data with a single click. Having 360-degree view of your organization as fingertips Data Analytics Software program to Mimic human actions and follow rules to achieve redundant and mundane tasks. Welcome new virtual workforce Robotic Process Automation Customer Experience (CX) Copyright © 2020, JK Technosoft. All Rights Reserved. 10
  11. 11. Introducing Robotic Process Automation What is RPA What is BOT RPA is different from other types of automation – it is quick to implement, mimics human processing & minimises the need for costly integration Software, commonly known as “Robot” or “BOT”, is used to capture & interpret existing IT applications to enable interaction across multiple IT systems Multiple Robots can be seen as virtual workforce – a back office processing centre but without human resources and at 100% efficiency A BOT is configurable software, which is set up to perform tasks you assign and control Typically each BOT runs one end to end process, comprising of many sub tasks Additional BOTs can be deployed to tackle complex processes & seasonal workload spike Copyright © 2020, JK Technosoft. All Rights Reserved. 11
  12. 12. Benefits Of RPA In Shared Services • Create streamlined & competitive business processes • Document processes and modifications, if any • Modular assets that can be extended if required Improved Adaptability • Scale up or scale down with ease • Respond to business changes with speed • Address operational peaks with efficiency Improved Scalability • Scale up or scale down with ease • Respond to business changes with speed • Address operational peaks with efficiency Increased Accuracy • Less dependency on Human Workforce • 24/7 with Cross Functional Availability • Ability to patch in workforce gaps across organization Incessant Fulfilment • Utilize inbuilt analytics to identify areas of concern • Sustain continuous improvement • Maintain Audit of all activities Leverage Analytics • Repurpose manual effort to value-added tasks • Zero onboarding and training cost • Enables FTE reallocation to core business tasks Cost Efficiency Copyright © 2020, JK Technosoft. All Rights Reserved. 12
  13. 13. Employee Productivity Regulation & Compliance Contact Centre Automation Cost Realization Operational Efficiency Customer Satisfaction Shared Service & RPA - KPIS Because of RPA’s flexible nature it can adapt to varied operations in any industry, providing either full or partial automation. Few KPIs to watch out for Copyright © 2020, JK Technosoft. All Rights Reserved. 13
  14. 14. Copyright © 2019, JK Technosoft. All Rights Reserved. 14 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 14 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility 14 Finance & Accounting Automation Copyright © 2020 JK Technosoft. All Rights Reserved.
  15. 15. Shared Service - F&A Processes ▪ Quotations Comparative Analysis ▪ Create PR/PO and Maintain ▪ Item / Vendor Master setup / Management ▪ Invoice Processing PO/NPO ▪ Accounts Payables ▪ Tax Payments & Returns ▪ Travel Expenses ▪ Procurement Analytics ▪ Budgeting & Financial Analysis ▪ Planning & Forecasting ▪ Cashflow ▪ Profitability Analysis ▪ Tax Planning ▪ Variance Analysis ▪ Competitor Analysis ▪ Investor Reporting & Query Responses ▪ Benchmarking ▪ Customer Interaction ▪ Customer & Market Research ▪ Maintain Customer / Order Data ▪ Billing – raising invoices ▪ Exports Billing & Accounting ▪ Banking ▪ Collections ▪ Receivables/ Accounting ▪ Business MIS & Analytics ▪ Fixed Assets Accounting ▪ Inventory Valuation & Costing ▪ Accounting/ Reconciliation ▪ Month End Accounting ▪ Inter Company Accounting ▪ Financial Preparation ▪ P&L Reporting ▪ Business Unit MIS ▪ Reporting Copyright © 2020, JK Technosoft. All Rights Reserved. 15 Procure To Pay (P2P) Order To Cash (O2C) Record To Report (R2R) Financial Planning & Analysis (FP&A)
  16. 16. 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 SourcetoContract 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) InvoicetoPay Automation Capability High Medium Business Use Cases Delivered • Credit control process related to AR for a manufacturing company • End-2-End Order processing for a UK based food products logistics company • PR Status Inquiry, PR Creation, Service Entry Creation, Invoice Validation for a real-estate company • TAX Ledger Reconciliation for a real-estate company F&A Process – Source To Pay Automation Copyright © 2020, JK Technosoft. All Rights Reserved. 16 4 FTEs Freed from P2P process & re-trained for other high value tasks in Real Estate Firm 82% Reduction in Average Handing Time for Leading Real Estate Firm
  17. 17. Copyright © 2019, JK Technosoft. All Rights Reserved. 17 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 17 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility 17 Human Resource Automation Copyright © 2020 JK Technosoft. All Rights Reserved.
  18. 18. Shared Service Automation – HR Processes Employee Management Payroll Recruitment Reporting & Compliance ▪ Employee onboarding ▪ New hires, transfers, exits ▪ Health & Welfare Management ▪ Time & attendance management ▪ Contractual Changes ▪ Helpdesk application automation ▪ Employee Communications ▪ Salary Processing ▪ Compensation & Benefits ▪ Benefits administration ▪ Tax Reporting ▪ Reimbursements ▪ Full & Final Settlements ▪ Deductions ▪ Appraisals ▪ Creation of Job Openings ▪ Portal Interactions ▪ Background checks ▪ Qualification checking ▪ Knowledge Management ▪ Hiring & Employee exits ▪ Recruitment Reports ▪ Audits & Compliance ▪ Reporting & Dashboard ▪ Surveys & Sentiment Analysis ▪ Manager updates ▪ System access setup ▪ Performance Management ▪ Self Service ▪ Lease car administration Copyright © 2020, JK Technosoft. All Rights Reserved. 18
  19. 19. Automation Capability High Medium Low Recruitment Creation of Job Openings Background checks Qualification checking Knowledge Management Recruitment Reports Salary Negations Reporting Audits & Compliance Dashboards Surveys & Sentiment Analysis Manager Updates System access setup Performance Mgmt. Employee Management Employee onboarding New hires, transfers, exits Health & Welfare Management Time & attendance management Helpdesk application automation Employee Communications Payroll Salary Processing Compensation & Benefits Taxes & Reimbursements Benefits administration Full & Final Settlements Appraisals • Onboarding over 600+ employees every month for a UK retail company • Over 10 systems integrated to grant access to new joiners, transfer, promotion & separation cases • Automation of salary, overtime, weekend allowances payout for over 1200 stores across UK 600+ Employee joining facilitated by Automation each month Store Payroll – Being serviced & automated by RPA 1200 Business Use Cases Delivered Human Resource Automation Copyright © 2020, JK Technosoft. All Rights Reserved. 19
  20. 20. Copyright © 2019, JK Technosoft. All Rights Reserved. 20 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 20 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility 20 Supply Chain Automation Copyright © 2020 JK Technosoft. All Rights Reserved.
  21. 21. Shared Service Automation – Supply Chain ▪ Stock Review ▪ Updating inventory records ▪ Low Inventory Notifications ▪ Demand & Supply Records ▪ Truck Management ▪ Contractual Changes ▪ Service reminders ▪ Demand predictions Inventory managements ▪ Inbound/Outbound Logistic Operations ▪ Third Party service provider integrations ▪ Service and road tax computations ▪ Shipment Scheduling & tracking ▪ Customer alerts ▪ Freight Management ▪ Securing proof of delivery Logistics ▪ Request preparation ▪ Communication with vendors ▪ Vendor’s document verification ▪ Vendor credits evaluation ▪ Vendor finalization ▪ Monitoring existing supplier’s performance ▪ Selecting new suppliers ▪ Negotiating contracts Vendor Management & Procurement ▪ Billing & Payment automation ▪ Audits & Compliance ▪ Reporting & Dashboard ▪ Returns & Refund Processing ▪ Customer servicing ▪ Historic data analysis ▪ Business & Technical validations ▪ TCO analysis Reporting & Compliance Copyright © 2020, JK Technosoft. All Rights Reserved. 21
  22. 22. 8.5Hrs BOT Time Vs 5 Days Human Time for Process Completion 3000+ Inventory Items processed per day by BOT Customer Master Management Customer Master Creation Customer Master Update Automation Capability High Medium Inbound Logistics Outbound Logistics Delivery Route Optimization New Product Hierarchy Maintenance Priority Production Plan Priority Production Adherence Calculation Auto-correction of Forecast Propose Forecast Correction in case of Abnormal Sales Warehouse Management Background Job Monitoring Reporting - Inventory, Vendor Outstanding Balances, Order Management, Plant Performance Master Data Management & Verification General processes Material Master Management Raw Materials Intermediate Goods 6 Series Material Finished Goods Material Master Creation and Update Shipped Goods Rejected Merchandise Vendor Master Management Vendor Master Creation Vendor Master Update Vendor Onboarding – RFx Processing • Material master management automation for a manufacturing firm • Supplier onboarding for a Real estate company • Invoicing of shipping costs for air, sea, road based on various parameters for Logistics firm • Automated supply chain reports for a leading global FMCG company • Automating aircraft safety and operational health status for an European Air carrier Business Use Cases Delivered Supply Chain Process Automation Copyright © 2020, JK Technosoft. All Rights Reserved. 22
  23. 23. Copyright © 2019, JK Technosoft. All Rights Reserved. 23 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 23 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility 23 IT & Customer Support Automation Copyright © 2020 JK Technosoft. All Rights Reserved.
  24. 24. Contact Center Security Internet Network Management Fulfillment Assurance ▪ Customer communication ▪ Service activation ▪ Customer win- back ▪ Upsell/ Cross sell services ▪ Track & manage ticket up to closure ▪ Equipment management & L1/L2 support ▪ Threat mitigation ▪ Malicious IP Blocking ▪ Network Restoration ▪ Security Notifications ▪ Firewall Creation ▪ Add Black listed IP ▪ DSL planning ▪ Alarm & fault monitoring ▪ Internet speed management ▪ Provisioning ▪ Network design ▪ Internet inventory creation & Recon ▪ NDN digitization ▪ Order entry & validation ▪ Feasibility checks ▪ Resource allocation ▪ Service testing ▪ Handling fallouts & exceptions ▪ Service Provisioning ▪ VM Provisioning ▪ Cloud Orchestration ▪ Problem management ▪ Incident management ▪ Trouble ticket creation ▪ Fault diagnosis ▪ Quality of service management ▪ Service-level agreement monitoring ▪ Data Migration Shared Service Automation – IT & Contact Center
  25. 25. Automation Capability High Medium • Automation of Employee Provisioning, System access, and De-Provisioning • 24*7 IT Network Monitoring automation for a manufacturing company • Service desk email automation for a Retail company for over 15,000 employees • Service-Now Active incident backlog routing and reporting 97% Of all IT Tickets through Emails - Automated Onboarding Automation achieved 95% Provisioning / De-provisioning Printing, issuance of ID Card Role based Access Control User Role Mapping/ Reassignment User/ Creation User Deletion Employee Service Desk Integrated Chatbot solutions Order history extraction Information mapping/queryi ng databases Inquiries/refunds/ Reward redemption User Notifications/Alerts/Installs Send Personalized emails Password resets Ticket status update Audit reports Software Installations UserProvisioning&Helpdesk System Maintenance / Back-office/ Network Management Maintenance Schedule Management Replacement / Warranty Management Business Rules Audit Database backups 24*7 IT Network Monitoring Network Patches/Security related tasks Quality of service management Handling fallouts & exceptions BusinessOperations Business Use Cases Delivered IT & Helpdesk Automation Copyright © 2020, JK Technosoft. All Rights Reserved. 25
  26. 26. Copyright © 2019, JK Technosoft. All Rights Reserved. 26 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 26 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility Contact Center Automation Copyright © 2020 JK Technosoft. All Rights Reserved. 26
  27. 27. Contact Centre Automation Cross Sell / Upsell Contents TitleVirtual Assistant ▪ Single screen information display ▪ Previous call history generation ▪ Ticket Tracking ▪ Routing of calls to relevant teams ▪ Send personalized emails ▪ Toggling between system to gather data ▪ Transaction execution ▪ Customer win-back ▪ Product promotions ▪ Historic usage based intelligent recommendations ▪ Product upgrades ▪ Reward point redemptions ▪ Referral Management ▪ Billing & Invoice creation ▪ Refund Management ▪ Ticket Status updates ▪ KYC & Defaulter flagging ▪ Resolving Disputes ▪ Report Preparation ▪ Posting processed data in systems ▪ Month end closing ▪ Data Migration Copyright © 2020, JK Technosoft. All Rights Reserved. 27
  28. 28. Automation Capability High Medium Virtual Assistant Single screen info display Previous call history generation Send Personalized emails Route calls to relevant team Cross Selling / Up selling Promotional Products Usage based recommendations Product Upgrades Reward redemption Personalization Backend Operations Backend Operations Invoice Creation Refund Management Data Migration Report Preparation Resolving disputes Ticket status update KYC Updates & defaulter flagging Posting processed data 30 Disparate systems integrated under one solution £190K 76% of Annual Savings achieved for the Retail contact centre • Automation of a UK Retail Contact Center having over 120 agents working in 2 shifts • Integration of over 30 disparate systems and enabling single-screen solution for the customer • Display of caller’s historical data and previous call summary in real-time to save precious seconds Business Use Cases Delivered Contact Centre Automation Copyright © 2020, JK Technosoft. All Rights Reserved. 28
  29. 29. Copyright © 2019, JK Technosoft. All Rights Reserved. 29 Progress R&D Lab Copyright © 2019, JK Technosoft. All Rights Reserved. 29 IP Creation Positive Surprises SWAT Team POCs/R&D Small Projects Thought Leadership Technology & Innovation Lab Vision: “Leveraging technology & business experience, delivering value to Progress Customers” Recent work: • Micro Service economy framework • API based address cleansing • Test Automation Framework • Data Export and migration utility RPA Implementation Methodology Copyright © 2020, JK Technosoft. All Rights Reserved. 29
  30. 30. The Holistic Approach to RPA Consolidation Harmonization Optimization Automation • Check linkages between processes • Identify application interfaces • Ensure workflows are synced • Standardised automation • Seamless Bot-human interaction • Continuous visibility • Real-time feedback mechanism • Take stock of all automation opportunities • Check Feasibility • Define Automation Pipeline • Remove inefficiencies in the workflows • Eliminate redundant steps • Look to generate higher RoI • Make processes less people-dependent Copyright © 2020, JK Technosoft. All Rights Reserved. 30
  31. 31. Discovery & Evaluation Plan – For Each Business Function ROI Realization with Continuous Improvements in Automation Process complexity analysis to estimate effort to develop and deploy automation solution Discovery workshops with functional teams to identify repetitive processes causing business bottlenecks RPA awareness within business units Longlisted automation candidates Process understanding and analysis to check feasibility for automation Shortlisted automation candidates Process prioritization based on alignment and sensitivity to business priorities Final automation pipeline Automation standardization, development and deployment effort Create business case for automation by conducting RoI analysis Prioritize AnalyzeElicit Filter Quantify 1 Stage 1 2 Stage 2 3 Stage 3 4 Stage 4 5 Stage 5 5 days 2 days 2 days 3 days 3 days Stage Definition End Result Estimated Time* Factors Effecting Time Automation complexity & time increases with number of application involved in process Higher business logic involved in process scales the time & complexity proportionately Data in unstructured or semi-structured form makes the process complex & time taking Process relying on human judgement typically take more time due to human dependencies Higher steps calls for elaborate workflow; Stable process require lower automation time Applications Involved Business Logic Data Availability Human Judgement No of Steps & Stability Copyright © 2020, JK Technosoft. All Rights Reserved. 31
  32. 32. Program Management & Change Management • RPA program scope, schedule, risks & mitigations, disaster recovery, Business continuity planning & resource management • Integrated Change Management strategy implementation through Workshops, Surveys and Training sessions RPA Roadmap & POC Process Automation, Testing & Deployment PDFA / Continuous Assessment POC • Process & RPA tool identification • Infra Setup & SPOC identification • ROI Estimates & Acceptance criteria definition established Building & Enhancing RPA Operations • Requirement Specifications, Documentation & Architecture overlay • RPA designing, implementation, testing, deployment & stabilization • Handling exceptions through Business process standardization • Release Management, Operations, Hypercare & Business Handover 2 5 Roadmap • Promoting pan organization RPA awareness • Automation analysis & assessment • Roadmap creation & implementation 1 Creating RPA Operation Mgmt. • Design, building & testing of RPA operations processes, rules & organization structure • Create RPA governance structure 4 Scaling RPA Operation Mgmt. • Large Scale RPA management strategy & horizontal scaling policy • BOT cluster KPI assessment & intra department BOT usage strategy 6 RPA Compliance & Monitoring • Regularization of PDCA cycle • Business process transformation leveraging RPA 7 Organization Wide Centralized RPA Centre Of Excellence (COE) JKT’s End – To - End Enterprise Automation Approach 3 Copyright © 2020, JK Technosoft. All Rights Reserved. 32
  33. 33. • Suited for organizations which are starting their RPA journey • JKT leverages to procure licenses for the customer from OEMs • JKT to provide innovative licensing models • JKT to implement automation in a phased manner • Automation to follow RPA industry best practices • Suited for enterprises which have already procured RPA licenses • JKT would analyze the existing automation, bandwidth available • Additional BOT procurement would be done as required • Could be run in both - Time & Material or Fixed cost model • JKT’s RPA managers & architects would ensure coordinated delivery • JKT and customer would identify the best fit RPA OEMs • JKT would manage the RPA services provided to client end to end • Customer could focus on final delivery • Client would be charged per transaction • Single Point of Contact from JKT to resolve any queries Managed Services Model Existing License Engagement Model New license Procurement Model Proposed Engagement Models Copyright © 2020, JK Technosoft. All Rights Reserved. 33
  34. 34. Questions? 34Copyright © 2020, JK Technosoft. All Rights Reserved.
  35. 35. Thank You Email : marketing@jktech.com Copyright © 2020, JK Technosoft. All Rights Reserved. 35 I N D I A JK Technosoft Ltd. A-2, Shopping Complex, Masjid Moth, G.K. II, New Delhi – 110048 Tel: +91 11 29222864-65 Fax: +91 11 29228048 NOIDA F-2 & F-3, Sector-3 Noida – 201301, Uttar Pradesh Tel: +91 120 4606200, 4606300, 4084500, 2539133 Fax: +91 120 4606277 BANGALORE Indiqube – Grape Garden 33 Coconut Grove, 648/1/1, 1A Cross, 18th Main,6th Block, Koramangala, Bengaluru – 560 095. Karnataka. Phone No: 080-46724000. MUMBAI 1st Floor, K. Raheja Platinum, WeWork India Sag Baug Road, off Andheri-Kurla Road Marol, Andheri East, Mumbai – 400059 Maharashtra Hyderabad Dwarka Central, 4th Floor, Plot No.-57, Hitech City Road VIP Hills, Jaihind Enclave, Madhapur, Hyderabad- 500081 Telangana U N I T E D S T A T E S Proserve Consulting Inc. 608, Fifth Avenue, Suite 401, New York, NY 10020 USA Tel: +1 212 265 1626 Fax: +1 212 586 4067 U N I T E D K I N G D O M JK Technosoft (UK) Ltd. Regus – Venture House, 2 Arlington Square, Bracknell, Berkshire, RG12 1WA, United Kingdom Tel : +44 (0) 1344 393032 N E T H E R L A N D S JKT Netherlands B.V. WTC The Hague Business Center, Prinses Margrietplantsoen 33, 2595 AM The Hague, The Netherlands

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