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Business Process
Automation Training
Eng. Omar Arabyat
Jan 2023
‫عربيات‬ ‫عمر‬ ‫المهندس‬
‫الحديثة‬ ‫التكنولجيا‬ ‫و‬ ‫االتصاالت‬ ‫قطاع‬ ‫في‬ ‫الرقمي‬ ‫التحول‬ ‫و‬ ‫المبتكرة‬ ‫المنتجات‬ ‫تطوير‬ ‫في‬ ‫متخصص‬
13
‫التكنولجية‬ ‫المنتجات‬ ‫و‬ ‫االعمال‬ ‫تطوير‬ ‫و‬ ‫التقني‬ ‫المجال‬ ‫في‬ ‫خبرة‬ ‫سنة‬
‫من‬ ‫أكثر‬
5
‫ع‬ ‫بجامعة‬ ‫الهندسة‬ ‫كلية‬ ‫في‬ ‫استشاري‬ ‫عضو‬ ‫و‬ ‫األشياء‬ ‫انترنت‬ ‫مجال‬ ‫في‬ ‫االردنين‬ ‫المهندسين‬ ‫نقابة‬ ‫من‬ ‫معتمد‬ ‫متحدث‬ ‫و‬ ‫التدريب‬ ‫مجال‬ ‫في‬ ‫سنوات‬
‫ما‬
‫اال‬ ‫ن‬
‫هلية‬
,
‫عضو‬ ‫و‬
‫كورونا‬ ‫لجائحة‬ ‫حلول‬ ‫وضع‬ ‫في‬ ‫للمساعدة‬ ‫التقنيين‬ ‫المستشاريين‬ ‫في‬
‫الحاسوب‬ ‫هندسة‬ ‫في‬ ‫البكالوريوس‬ ‫شهادة‬
‫االعمال‬ ‫ادارة‬ ‫في‬ ‫الماجستير‬ ‫شهادة‬
‫اللكتروني‬ ‫التسويق‬ ‫في‬ ‫دبلوم‬ ‫شهادة‬
‫الشبكات‬ ‫أنظمة‬ ‫في‬ ‫معتمدة‬ ‫جهات‬ ‫من‬ ‫شهادات‬
‫األشياء‬ ‫انترنت‬ ‫مجال‬ ‫في‬ ‫متخصص‬ ‫شهادة‬
‫خبراء‬ ‫شبكة‬ ‫في‬ ‫الرقمي‬ ‫التحول‬ ‫منتدى‬ ‫في‬ ‫مشارك‬
GSMA
‫الرقمية‬ ‫البيانات‬ ‫استثمار‬ ‫مشاريع‬ ‫عن‬ ‫مسؤول‬ ‫و‬ ‫المتكرة‬ ‫للخدمات‬ ‫االعمال‬ ‫تطوير‬ ‫كخبير‬ ‫لالتصاالت‬ ‫أورنج‬ ‫شركة‬ ‫في‬ ‫حاليا‬ ‫أعمل‬
‫السعودية‬ ‫في‬ ‫االتصاالت‬ ‫شركات‬ ‫الحدى‬ ‫السعودية‬ ‫و‬ ‫االردن‬ ‫في‬ ‫دورات‬ ‫لتقديم‬ ‫تدريب‬ ‫مركز‬ ‫لدى‬ ‫معتمد‬
• Digital Transformation (4th industrial revolution)
• Digital transformation business Impact
• Digital transformation Example .
• Digital technologies
• Business Process Automation
• Fundamentals of automation
• Process automation steps
• OCR technologies
• Agile Organizations
3
Learning Outcomes
Having completed this module, you will be able to:
• Define automation and state some of the areas it encompasses.
• Identify the key people you need for your project team.
• List prerequisites that need to be met by a process before automation.
• Outline the steps taken before initiating a project.
• List the key benefits of automation.
• Identify the importance of automation.
❑ Class scheduled to start at 10:00AM and ends at 2:00PM
❑ Feel free to ask anytime
❑ Focus and Keep away from your mobiles
❑ 10:00 – 11:30 (break for 15 min)
❑ 11:45 – 12:30 (break for 15 min)
❑ 12:45 – 14:00
6
Steam Engineering
1760- 1840
Assembly Line
1830 -1915
Computing / Internet and
Nuclear Energy
196 – 2010s
• Digitization of Process and
Value chain
• Digital business model
• Digitization of Products and
Services
1.0 2.0 3.0 4.0
The industrial revolution
What was there before newspapers?
What was invented before the radio?
wireless telegraph
Digital Vs. Printed
Digital
Transformation
Understanding
Digitalization and
Digital Transformation
Digitization Digitalization Digital Transformation
Conversion of Analogue
to Digital (data)
Adoption (Process) Creation (Business)
Understanding Digitalization & Digital Transformation
What is Digitization?
DIGITIZATION refers to creating a digital representation of physical objects. For instance, we
scan a paper document save it as a digital document (e.g., PDF). In other words, digitization
is about converting something non-digital into a digital representation or artifact. Computer
systems can then use it for various use cases.
DIGITALIZATION refers to enabling, improving or transforming business process by leveraging digital
technologies (e.g., APIs) and digitized data. That means that digitalization presumes digitization
What is Digitalization?
What if we digitalize the onboarding of a new employee?
When HR employs a person, an HR process gets triggered that will automatically order an employee
ID, subscription, and PC . The order triggers the order fulfillment process automatically
What is Digital Transformation?
DIGITAL TRANSFORMATION is the integration of digital technology into all areas of a business,
fundamentally changing how you operate and deliver value to customers. It's also a cultural change that
requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.
WHY
TRANSFORM?
WHAT TO
TRANSFORM?
HOW TO
TRANSFORM?
Digital Transformation overview
Digital Business Transformation
The Process of exploiting digital technologies and supporting
capabilities to create a robust new digital business model.
How ?
Radical Rethinking of the use of:
▪ Technology
▪ People
▪ Governance (Processes)
Why ?
Fundamental Change in the Business
Performance
People
Governance Technologies
Digital
Transformation
Digital Business Transformation
Use your imagination to build unmatched experience and innovative products/services.
Deliver personalized rich,
connected experience in
journeys your customers
choose
Keep up with your fast-moving
customers, efficiently collaborating
to anticipate and meet customer
demands
Increase the flow of information
across your entire business
operations, better manage your
resources, and keep your business
processes synchronized across all
boundaries
Expand the reach of your business
using digital channels, anticipate
customer needs understand how
your products are used, and quickly
develop and improve products and
services.
Engage your customers Empower Your employee Optimize your operation Transform your product
Digital Transformation Areas
Digital Transformation Strategy
Digital Business Transformation
Business Drivers and Objectives:
Increase Revenue
Decreasing Cost
Optimizing the
Operation
Business Drivers Focus Areas for key
Exclusives
Business Benefits
*Cost , Business
impact and Time
to Deliver
DM-Stage
•Initiating: Discussions are early stage and beginning to be incorporated
into some of our business operations
•Emerging: Discussions are advanced and beginning to be incorporated
into all daily operations
•Performing: Our organization has set clear objectives and formulated a
plan that is being followed throughout the company
•Advancing: Our organization is expanding on our plan and objectives to
come up with new and innovative ideas to advance our capabilities in this
area
•Leading: Our organization is considered a thought leader in this area,
regularly leads industry discussions on the topic and has mastered this
subject matter area
01 Internet of Things 03
Augmented Reality
02
Cloud Based
technology
08
Blockchain
10
Digital Twin
09 Artificial
Intelligence And
Machine Learning
05 Big Data and Real-
Time Analytics
06
3D printing
07
Robotics
04
Robotic Process
Automation (RPA)
Top 10 Digital Transformation Technologies
Emerging Digital Technologies
Artificial Intelligence (AI)
Artificial Intelligence (AI):
develops machines that can substitute for
humans and replicate human actions which
accelerate work.
Emerging Digital Technologies
Artificial Intelligence (AI)
What is Machine learning (ML) and Deep Learning (DL)?
▪ Machine Learning (ML) is commonly used along with AI but it is a subset of AI.
▪ ML refers to an AI system that can self-learn based on the algorithm.
▪ Systems that get smarter and smarter over time without human intervention is ML.
▪ Deep Learning (DL) is a machine learning (ML) applied to large data sets.
▪ ML Example : Virtual Personal Assistants: Siri, Alexa, Google
▪ DL Example : Sentiment based news aggregation, Image analysis and caption
generation
OCR TECHNOLOGY DEEP FAKE TECHNOLOGY
Data
BI VS. Data Science
Descriptive What happened?
Diagnostic Why did it happen?
Predictive What will happen?
Prescriptive What should I do?
Traditional BI
TRUE OR FALSE? The best processes
to automate are those which will
have a minor impact?
FALSE?
What is a digital worker?
Which statement defines
process automation? Choose
one.
Which of the following is not a reason why
organizations shift to automation? Choose one
A Digital worker can also be referred to as?
Which of the following statements is not true?
Choose one.
Which ones are the main purposes of automation?
Choose three.
Choose the two key steps for process automation.
TRUE OR FALSE? Automation, AI and RPA have been,
continue to be, and will be even more so going
forward the chosen solution to solve many issues in
organizations.
Which key prerequisites must be met
by a process before automation?
Choose one.
The 8 Process Steps
The process of delivering automation
Assessment
Development
Planning
UAT
User
Acceptance
Testing
PDD
Process
Definition
Documents
Production &
maintenance
Solution
Next
Let's take Quick
assessment
OCR
Technology
Real-World Business Process Automation Examples That Sparked Success
Approval requests
Audi Japan KK’s finance department deals with
requests for approvals worth millions of dollars. We
helped them make their complex process streamlined,
secure and paperless, leading to a 75% reduction in
processing time, equating to a saving of 60 hours per
week.
Real-World Business Process Automation Examples That Sparked Success
Employee onboarding OCS Group, a facilities management company, have lots of
people employed on short-term contracts. They needed to
automate their onboarding process to make it quicker and
more user-friendly for their employees. Their in-house
developer team used Bizagi Automation Services to reduce the
time it took to create a new employee ID from two-weeks to
just 24 hours, as well as enabling immediate payment, giving
OCS an advantage over their competitors.
Real-World Business Process Automation Examples That Sparked Success
Customer onboarding
Citizens Bank wanted to deliver on their customer-
centric culture by automating their commercial lending
process. We helped them standardize and digitize their
data formats so we could design workflows that will
help their CX teams respond to customers in real time.
The process aims to accelerate customer onboarding
from 59 days to just nine.
105
106
107
108
109
110
Type of Automation
111
112
113
114
115
116
117
118
119
120
How to Support Process Automation
inside the Organization?
121
Design Thinking
Design thinking is a methodology to generate ideas from creative problem solving. Thinking in
new ways to design product/service
Structured approach including:
• Bias for understanding
• Focus on people and needs
• Embracing complexity
• Filtering to true value
AGILE MINDSET
Able to move quickly and easily; able to think and understand
quickly.
Agile is a new way of working that enables an organization to
be more nimble, more focused on business value, more
attractive to talent, drive better outcomes and achieve faster
time to market when delivering products/propositions.
Agility is the ability to create and respond to change in order
to succeed in an uncertain and turbulent environment.
Customer
Focus
Output
Oriented
Adaptability in
Uncertain Context
Empowering
Teams
over over over over
Customer
Collaboration
Working
Products
Responding
to Change
Individuals and
Interactions
Contract
Negotiation
Comprehensive
Documentation
Following
a Plan
Processes
and Tools
CORE AGILE VALUES
The Mindset
Growth Mindset
Fixed Mindset
I believe that my
intelligence,
personality, character
can be continuously developed,
my true potential is unknown
and unknowable
Desire continuous learning
Confront uncertainties
Embracing challenges
Not afraid to fail
Put lots of effort to learn
Feedback is about current capabilities
I believe that my
intelligence,
personality, character is
inherent and static. Locked
down or fixed, my true potential
is determined at birth. It does
not change
Avoid failure
Desire to look smart
Avoids challenges
Stick to what they know
Feedback and criticism is personal
They don’t change or improve
https://miro.com/app/dashboard/
Process mapping Workshop
Thank You
omar_arabyat@live.co.uk
00962776597099
omar arabyat
127

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  • 2. ‫عربيات‬ ‫عمر‬ ‫المهندس‬ ‫الحديثة‬ ‫التكنولجيا‬ ‫و‬ ‫االتصاالت‬ ‫قطاع‬ ‫في‬ ‫الرقمي‬ ‫التحول‬ ‫و‬ ‫المبتكرة‬ ‫المنتجات‬ ‫تطوير‬ ‫في‬ ‫متخصص‬ 13 ‫التكنولجية‬ ‫المنتجات‬ ‫و‬ ‫االعمال‬ ‫تطوير‬ ‫و‬ ‫التقني‬ ‫المجال‬ ‫في‬ ‫خبرة‬ ‫سنة‬ ‫من‬ ‫أكثر‬ 5 ‫ع‬ ‫بجامعة‬ ‫الهندسة‬ ‫كلية‬ ‫في‬ ‫استشاري‬ ‫عضو‬ ‫و‬ ‫األشياء‬ ‫انترنت‬ ‫مجال‬ ‫في‬ ‫االردنين‬ ‫المهندسين‬ ‫نقابة‬ ‫من‬ ‫معتمد‬ ‫متحدث‬ ‫و‬ ‫التدريب‬ ‫مجال‬ ‫في‬ ‫سنوات‬ ‫ما‬ ‫اال‬ ‫ن‬ ‫هلية‬ , ‫عضو‬ ‫و‬ ‫كورونا‬ ‫لجائحة‬ ‫حلول‬ ‫وضع‬ ‫في‬ ‫للمساعدة‬ ‫التقنيين‬ ‫المستشاريين‬ ‫في‬ ‫الحاسوب‬ ‫هندسة‬ ‫في‬ ‫البكالوريوس‬ ‫شهادة‬ ‫االعمال‬ ‫ادارة‬ ‫في‬ ‫الماجستير‬ ‫شهادة‬ ‫اللكتروني‬ ‫التسويق‬ ‫في‬ ‫دبلوم‬ ‫شهادة‬ ‫الشبكات‬ ‫أنظمة‬ ‫في‬ ‫معتمدة‬ ‫جهات‬ ‫من‬ ‫شهادات‬ ‫األشياء‬ ‫انترنت‬ ‫مجال‬ ‫في‬ ‫متخصص‬ ‫شهادة‬ ‫خبراء‬ ‫شبكة‬ ‫في‬ ‫الرقمي‬ ‫التحول‬ ‫منتدى‬ ‫في‬ ‫مشارك‬ GSMA ‫الرقمية‬ ‫البيانات‬ ‫استثمار‬ ‫مشاريع‬ ‫عن‬ ‫مسؤول‬ ‫و‬ ‫المتكرة‬ ‫للخدمات‬ ‫االعمال‬ ‫تطوير‬ ‫كخبير‬ ‫لالتصاالت‬ ‫أورنج‬ ‫شركة‬ ‫في‬ ‫حاليا‬ ‫أعمل‬ ‫السعودية‬ ‫في‬ ‫االتصاالت‬ ‫شركات‬ ‫الحدى‬ ‫السعودية‬ ‫و‬ ‫االردن‬ ‫في‬ ‫دورات‬ ‫لتقديم‬ ‫تدريب‬ ‫مركز‬ ‫لدى‬ ‫معتمد‬
  • 3. • Digital Transformation (4th industrial revolution) • Digital transformation business Impact • Digital transformation Example . • Digital technologies • Business Process Automation • Fundamentals of automation • Process automation steps • OCR technologies • Agile Organizations 3
  • 4. Learning Outcomes Having completed this module, you will be able to: • Define automation and state some of the areas it encompasses. • Identify the key people you need for your project team. • List prerequisites that need to be met by a process before automation. • Outline the steps taken before initiating a project. • List the key benefits of automation. • Identify the importance of automation.
  • 5. ❑ Class scheduled to start at 10:00AM and ends at 2:00PM ❑ Feel free to ask anytime ❑ Focus and Keep away from your mobiles ❑ 10:00 – 11:30 (break for 15 min) ❑ 11:45 – 12:30 (break for 15 min) ❑ 12:45 – 14:00
  • 6. 6 Steam Engineering 1760- 1840 Assembly Line 1830 -1915 Computing / Internet and Nuclear Energy 196 – 2010s • Digitization of Process and Value chain • Digital business model • Digitization of Products and Services 1.0 2.0 3.0 4.0 The industrial revolution
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  • 9. What was there before newspapers?
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  • 11. What was invented before the radio?
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  • 19. Digitization Digitalization Digital Transformation Conversion of Analogue to Digital (data) Adoption (Process) Creation (Business) Understanding Digitalization & Digital Transformation
  • 20. What is Digitization? DIGITIZATION refers to creating a digital representation of physical objects. For instance, we scan a paper document save it as a digital document (e.g., PDF). In other words, digitization is about converting something non-digital into a digital representation or artifact. Computer systems can then use it for various use cases.
  • 21. DIGITALIZATION refers to enabling, improving or transforming business process by leveraging digital technologies (e.g., APIs) and digitized data. That means that digitalization presumes digitization What is Digitalization? What if we digitalize the onboarding of a new employee? When HR employs a person, an HR process gets triggered that will automatically order an employee ID, subscription, and PC . The order triggers the order fulfillment process automatically
  • 22. What is Digital Transformation? DIGITAL TRANSFORMATION is the integration of digital technology into all areas of a business, fundamentally changing how you operate and deliver value to customers. It's also a cultural change that requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.
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  • 25. Digital Transformation overview Digital Business Transformation The Process of exploiting digital technologies and supporting capabilities to create a robust new digital business model. How ? Radical Rethinking of the use of: ▪ Technology ▪ People ▪ Governance (Processes) Why ? Fundamental Change in the Business Performance People Governance Technologies Digital Transformation
  • 26. Digital Business Transformation Use your imagination to build unmatched experience and innovative products/services. Deliver personalized rich, connected experience in journeys your customers choose Keep up with your fast-moving customers, efficiently collaborating to anticipate and meet customer demands Increase the flow of information across your entire business operations, better manage your resources, and keep your business processes synchronized across all boundaries Expand the reach of your business using digital channels, anticipate customer needs understand how your products are used, and quickly develop and improve products and services. Engage your customers Empower Your employee Optimize your operation Transform your product Digital Transformation Areas
  • 27. Digital Transformation Strategy Digital Business Transformation Business Drivers and Objectives: Increase Revenue Decreasing Cost Optimizing the Operation Business Drivers Focus Areas for key Exclusives Business Benefits *Cost , Business impact and Time to Deliver
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  • 40. DM-Stage •Initiating: Discussions are early stage and beginning to be incorporated into some of our business operations •Emerging: Discussions are advanced and beginning to be incorporated into all daily operations •Performing: Our organization has set clear objectives and formulated a plan that is being followed throughout the company •Advancing: Our organization is expanding on our plan and objectives to come up with new and innovative ideas to advance our capabilities in this area •Leading: Our organization is considered a thought leader in this area, regularly leads industry discussions on the topic and has mastered this subject matter area
  • 41. 01 Internet of Things 03 Augmented Reality 02 Cloud Based technology 08 Blockchain 10 Digital Twin 09 Artificial Intelligence And Machine Learning 05 Big Data and Real- Time Analytics 06 3D printing 07 Robotics 04 Robotic Process Automation (RPA) Top 10 Digital Transformation Technologies
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  • 43. Emerging Digital Technologies Artificial Intelligence (AI) Artificial Intelligence (AI): develops machines that can substitute for humans and replicate human actions which accelerate work.
  • 44. Emerging Digital Technologies Artificial Intelligence (AI) What is Machine learning (ML) and Deep Learning (DL)? ▪ Machine Learning (ML) is commonly used along with AI but it is a subset of AI. ▪ ML refers to an AI system that can self-learn based on the algorithm. ▪ Systems that get smarter and smarter over time without human intervention is ML. ▪ Deep Learning (DL) is a machine learning (ML) applied to large data sets. ▪ ML Example : Virtual Personal Assistants: Siri, Alexa, Google ▪ DL Example : Sentiment based news aggregation, Image analysis and caption generation OCR TECHNOLOGY DEEP FAKE TECHNOLOGY
  • 45. Data BI VS. Data Science Descriptive What happened? Diagnostic Why did it happen? Predictive What will happen? Prescriptive What should I do? Traditional BI
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  • 55. TRUE OR FALSE? The best processes to automate are those which will have a minor impact? FALSE?
  • 56. What is a digital worker?
  • 57. Which statement defines process automation? Choose one.
  • 58. Which of the following is not a reason why organizations shift to automation? Choose one
  • 59. A Digital worker can also be referred to as?
  • 60. Which of the following statements is not true? Choose one.
  • 61. Which ones are the main purposes of automation? Choose three.
  • 62. Choose the two key steps for process automation.
  • 63. TRUE OR FALSE? Automation, AI and RPA have been, continue to be, and will be even more so going forward the chosen solution to solve many issues in organizations.
  • 64. Which key prerequisites must be met by a process before automation? Choose one.
  • 65. The 8 Process Steps The process of delivering automation Assessment Development Planning UAT User Acceptance Testing PDD Process Definition Documents Production & maintenance Solution Next
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  • 102. Real-World Business Process Automation Examples That Sparked Success Approval requests Audi Japan KK’s finance department deals with requests for approvals worth millions of dollars. We helped them make their complex process streamlined, secure and paperless, leading to a 75% reduction in processing time, equating to a saving of 60 hours per week.
  • 103. Real-World Business Process Automation Examples That Sparked Success Employee onboarding OCS Group, a facilities management company, have lots of people employed on short-term contracts. They needed to automate their onboarding process to make it quicker and more user-friendly for their employees. Their in-house developer team used Bizagi Automation Services to reduce the time it took to create a new employee ID from two-weeks to just 24 hours, as well as enabling immediate payment, giving OCS an advantage over their competitors.
  • 104. Real-World Business Process Automation Examples That Sparked Success Customer onboarding Citizens Bank wanted to deliver on their customer- centric culture by automating their commercial lending process. We helped them standardize and digitize their data formats so we could design workflows that will help their CX teams respond to customers in real time. The process aims to accelerate customer onboarding from 59 days to just nine.
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  • 121. How to Support Process Automation inside the Organization? 121
  • 122. Design Thinking Design thinking is a methodology to generate ideas from creative problem solving. Thinking in new ways to design product/service Structured approach including: • Bias for understanding • Focus on people and needs • Embracing complexity • Filtering to true value
  • 123. AGILE MINDSET Able to move quickly and easily; able to think and understand quickly. Agile is a new way of working that enables an organization to be more nimble, more focused on business value, more attractive to talent, drive better outcomes and achieve faster time to market when delivering products/propositions. Agility is the ability to create and respond to change in order to succeed in an uncertain and turbulent environment.
  • 124. Customer Focus Output Oriented Adaptability in Uncertain Context Empowering Teams over over over over Customer Collaboration Working Products Responding to Change Individuals and Interactions Contract Negotiation Comprehensive Documentation Following a Plan Processes and Tools CORE AGILE VALUES
  • 125. The Mindset Growth Mindset Fixed Mindset I believe that my intelligence, personality, character can be continuously developed, my true potential is unknown and unknowable Desire continuous learning Confront uncertainties Embracing challenges Not afraid to fail Put lots of effort to learn Feedback is about current capabilities I believe that my intelligence, personality, character is inherent and static. Locked down or fixed, my true potential is determined at birth. It does not change Avoid failure Desire to look smart Avoids challenges Stick to what they know Feedback and criticism is personal They don’t change or improve