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Agenda
• What is RPA?
• How disruptive is RPA?
• Why is it important to adopt RPA?
• RPA Architecture Overview
• Case Studies
• Cross Industry Use Cases
• Takeaways from RPA Implementations
• What is needed for an RPA mindset?
What is Robotic Process Automation
Copyright © 2019, JK Technosoft. All Rights Reserved.
• Software program performing jobs that can be coded as
instructions
• Best suited for repetitive and rule driven tasks –
improved employee morale
• Achieves greater accuracy and compliance
• Decreased cycle times and improved throughput
• Achieves concurrency at a low cost
• Non Invasive and Technology Agnostic
ECURITY
OMPLIANCE
PTIMIZATION
OBUST
O
R
C
S
FFICIENCYE
How disruptive is RPA ?
Copyright © 2019, JK Technosoft. All Rights Reserved.
RPA aims to extract out the “robot” from within the FTE and
allow them the bandwidth to concentrate on more strategic jobs
RPA helps ease redundant and mundane activities
by speeding up execution of rule driven tasks. – altering BPO and
outsourcing
RPA is non invasive. It does not interfere/impact the underlying
technology layer.
The disruption observed is in the mode of achieving tasks –
“Something recurrent that you would deploy a FTE to do, can be
done even faster through a software program”
RPA Tools are 65% less expensive than a FTE
Bots will not take up your job.
They will help you do it faster and let
you focus on more productive tasks.
Why is it important to adopt RPA as early as possible?
Copyright © 2019, JK Technosoft. All Rights Reserved.
RPA Architecture Overview
Emails
On Premise Installation Virtual Machine Cloud
Legacy
Systems
RPA Solution
Case Study : Retail meets RPA
Copyright © 2019, JK Technosoft. All Rights Reserved.
Baseline : Using RPA for streamlining reporting
Problem Statement :
Data from 13 different IT systems are being collated,
standardized and rule sets are being applied for generation
of reports. Concerns seen are with respect to the accuracy
of results, time of delivery and clumsiness of the process.
Impact on strategic reporting, planning and decisions
Diagnosis:
JKT sent their consultants to figure out the problems in the
way the reporting was being done. It was found that the
bottleneck lies in the communication nodes and the fact
that manual handling of data resulted into transformation,
data losses and delays. Moreover the team working on this
task felt a lack of job satisfaction adding to the irregularities
in the process.
Solution:
As an out of the box solution, Robotic Process Automation was
introduced as an alternate method of operation of the reporting
task. This project was incubated by JKT and the client and as a
result 400+ reports have been successfully churned out
The improvements which this brought :-
• Reduced dependency – 78% unattended automation and
22% attended automation
• Shorter Delivery Time
• Accuracy
• Optimization of resource and reduced cost pressure
Case Study : Real Estate meets RPA
Baseline : Using RPA for streamlining Accounting
Processes
Problem Statement :
Accounting Processes which are critical within any
organization were being handled manually leading to loss of
time, data and money.
Diagnosis:
The client wanted to have a operation framework, less
dependent on man-power since the data handled were
sensitive and high value. The JKT consultants found a way of
creating unattended automations to do the PR, PO, Invoice
matching etc. tasks.
Solution:
As an out of the box solution, Robotic Process Automation was
introduced as an alternate method of operation of accounting
processes. This project was incubated by JKT and the client and
as a result tasks like Procure to Pay, Invoice Verification,
Issuance of Payment etc.
The improvements which this brought :-
• Reduced dependency – 100% unattended automation
• End – End Accurate processing
• Optimization of resource and reduced cost pressure
• Improved Reporting and Dashboard <added analytics
feature>
Copyright © 2019, JK Technosoft. All Rights Reserved.
Cross Industry Use cases
Copyright © 2019, JK Technosoft. All Rights Reserved.
Procurement
Procure-to-
pay workflow
Bid
Management
Tender and
Contract
verification
Finance and
MIS
Account
receivables,
payables
Reconciliation and
Journal Entries
Financial
Reporting
HR
Manage
employee
master data
Recruitment,
Onboarding,
Offboarding
Expense
Reimbursement
IT/Security
User
Provisioning/
Deprovisioning
Data
Migrations
Environment
Management
Customer
Engagement
Status Inquires
and Requests
Positive
Follow-ups
CRM Account
Management
Task-wise Use Cases for RPA
Copyright © 2019, JK Technosoft. All Rights Reserved.
User Management Report Generation and Notifications
Regular System Diagnostics
Inventory Management
Accounting Process -Procure to Pay
Customer On Boarding
Data Migration and Entry
Handling Bills and Claims
Data Extraction, Transformation
Generating Mass Emails
Invoice Generation and Processing
Updating CRM
Regression Testing
Fault Remediation
Scheduled data backup and purging
Financial Planning and Forecast
P&L Preparation : Balance Sheet Matching
Employment History Verification
Customer Due Diligence
Invoice Processing
Issuing Refunds
Streamlining Supply Chain Processes
Back Office Processes
Application Life Cycle Management
Updating Vendor Records
Product Categorization
Quality Assurance
Takeaways from RPA Project Implementations
Copyright © 2019, JK Technosoft. All Rights Reserved.
Process Selection plays a critical role
Optimize before Automating
Visible and Measurable Design Approach ,
approved by process owner
Dependency Study
“Visualize before Implement” approach
Continuous feedback and improvement
Focus on reusability
What is needed for an RPA mindset ?
Copyright © 2019, JK Technosoft. All Rights Reserved.
Clarity
Focus
Drive
Flexibility
Openness
• Be clear about existing process architecture and proposed “to-be” state
• Be realistic about automation goals
• Collaborative mindset to achieve targets
• Streamline action items and reach consensus quickly
• Create sense of urgency and momentum to meet timelines
• Engage all stakeholders necessary for project success
• Do not be unwilling to change action plans if required
• Propose alternate workflows to reach the desired objectives
• Maintain an open approach with process, people and practices
• Be willing to take risks
THANK YOUI 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, INDIA
Tel: +91 120 4606200, 4606300,
4084500, 2539133
Fax: +91 120 2539132
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
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.
KOLKATA
Asyst Park
1st Floor, GN 37/1
Sector 5, Salt Lake
Kolkata – 700091
B A N G L A D E S H
JK Technosoft Ltd.
98 Block-C Road 11
Banani Model Town
Dhaka-1213
Email : marketing@jktech.com
U N I T E D K I N G D O M
JK Technosoft (UK) Ltd.
Atrium Court, 100 The Ring,
Bracknell, Berkshire, RG12 1BW,
United Kingdom
Tel : +44 (0) 1344 393032
MUMBAI
1st Floor, K. Raheja Platinum, WeWork
India
Sag Baug Road, off Andheri-Kurla Road
Marol,
Andheri East, Mumbai, MH, 400059, India
Copyright © 2019, JK Technosoft. All Rights Reserved.
Hyderabad
JK Technosoft Ltd.
Dwarka Central, 4th Floor, Plot No.-57,
Hitech City Road VIP Hills, Jaihind Enclave,
Madhapur Hyderabad, Telangana 500081
B A H R A I N
JKT GCC WLL
Office 2210
22ND Floor Almoayyed Tower
Bldg. 2504 Road 2832 Block 428
Al Seef District
Kingdom of Bahrain

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Driving Process Improvement Through Automation | Webinar

  • 1.
  • 2. Agenda • What is RPA? • How disruptive is RPA? • Why is it important to adopt RPA? • RPA Architecture Overview • Case Studies • Cross Industry Use Cases • Takeaways from RPA Implementations • What is needed for an RPA mindset?
  • 3. What is Robotic Process Automation Copyright © 2019, JK Technosoft. All Rights Reserved. • Software program performing jobs that can be coded as instructions • Best suited for repetitive and rule driven tasks – improved employee morale • Achieves greater accuracy and compliance • Decreased cycle times and improved throughput • Achieves concurrency at a low cost • Non Invasive and Technology Agnostic ECURITY OMPLIANCE PTIMIZATION OBUST O R C S FFICIENCYE
  • 4. How disruptive is RPA ? Copyright © 2019, JK Technosoft. All Rights Reserved. RPA aims to extract out the “robot” from within the FTE and allow them the bandwidth to concentrate on more strategic jobs RPA helps ease redundant and mundane activities by speeding up execution of rule driven tasks. – altering BPO and outsourcing RPA is non invasive. It does not interfere/impact the underlying technology layer. The disruption observed is in the mode of achieving tasks – “Something recurrent that you would deploy a FTE to do, can be done even faster through a software program” RPA Tools are 65% less expensive than a FTE Bots will not take up your job. They will help you do it faster and let you focus on more productive tasks.
  • 5. Why is it important to adopt RPA as early as possible? Copyright © 2019, JK Technosoft. All Rights Reserved.
  • 6. RPA Architecture Overview Emails On Premise Installation Virtual Machine Cloud Legacy Systems RPA Solution
  • 7. Case Study : Retail meets RPA Copyright © 2019, JK Technosoft. All Rights Reserved. Baseline : Using RPA for streamlining reporting Problem Statement : Data from 13 different IT systems are being collated, standardized and rule sets are being applied for generation of reports. Concerns seen are with respect to the accuracy of results, time of delivery and clumsiness of the process. Impact on strategic reporting, planning and decisions Diagnosis: JKT sent their consultants to figure out the problems in the way the reporting was being done. It was found that the bottleneck lies in the communication nodes and the fact that manual handling of data resulted into transformation, data losses and delays. Moreover the team working on this task felt a lack of job satisfaction adding to the irregularities in the process. Solution: As an out of the box solution, Robotic Process Automation was introduced as an alternate method of operation of the reporting task. This project was incubated by JKT and the client and as a result 400+ reports have been successfully churned out The improvements which this brought :- • Reduced dependency – 78% unattended automation and 22% attended automation • Shorter Delivery Time • Accuracy • Optimization of resource and reduced cost pressure
  • 8. Case Study : Real Estate meets RPA Baseline : Using RPA for streamlining Accounting Processes Problem Statement : Accounting Processes which are critical within any organization were being handled manually leading to loss of time, data and money. Diagnosis: The client wanted to have a operation framework, less dependent on man-power since the data handled were sensitive and high value. The JKT consultants found a way of creating unattended automations to do the PR, PO, Invoice matching etc. tasks. Solution: As an out of the box solution, Robotic Process Automation was introduced as an alternate method of operation of accounting processes. This project was incubated by JKT and the client and as a result tasks like Procure to Pay, Invoice Verification, Issuance of Payment etc. The improvements which this brought :- • Reduced dependency – 100% unattended automation • End – End Accurate processing • Optimization of resource and reduced cost pressure • Improved Reporting and Dashboard <added analytics feature> Copyright © 2019, JK Technosoft. All Rights Reserved.
  • 9. Cross Industry Use cases Copyright © 2019, JK Technosoft. All Rights Reserved. Procurement Procure-to- pay workflow Bid Management Tender and Contract verification Finance and MIS Account receivables, payables Reconciliation and Journal Entries Financial Reporting HR Manage employee master data Recruitment, Onboarding, Offboarding Expense Reimbursement IT/Security User Provisioning/ Deprovisioning Data Migrations Environment Management Customer Engagement Status Inquires and Requests Positive Follow-ups CRM Account Management
  • 10. Task-wise Use Cases for RPA Copyright © 2019, JK Technosoft. All Rights Reserved. User Management Report Generation and Notifications Regular System Diagnostics Inventory Management Accounting Process -Procure to Pay Customer On Boarding Data Migration and Entry Handling Bills and Claims Data Extraction, Transformation Generating Mass Emails Invoice Generation and Processing Updating CRM Regression Testing Fault Remediation Scheduled data backup and purging Financial Planning and Forecast P&L Preparation : Balance Sheet Matching Employment History Verification Customer Due Diligence Invoice Processing Issuing Refunds Streamlining Supply Chain Processes Back Office Processes Application Life Cycle Management Updating Vendor Records Product Categorization Quality Assurance
  • 11. Takeaways from RPA Project Implementations Copyright © 2019, JK Technosoft. All Rights Reserved. Process Selection plays a critical role Optimize before Automating Visible and Measurable Design Approach , approved by process owner Dependency Study “Visualize before Implement” approach Continuous feedback and improvement Focus on reusability
  • 12. What is needed for an RPA mindset ? Copyright © 2019, JK Technosoft. All Rights Reserved. Clarity Focus Drive Flexibility Openness • Be clear about existing process architecture and proposed “to-be” state • Be realistic about automation goals • Collaborative mindset to achieve targets • Streamline action items and reach consensus quickly • Create sense of urgency and momentum to meet timelines • Engage all stakeholders necessary for project success • Do not be unwilling to change action plans if required • Propose alternate workflows to reach the desired objectives • Maintain an open approach with process, people and practices • Be willing to take risks
  • 13. THANK YOUI 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, INDIA Tel: +91 120 4606200, 4606300, 4084500, 2539133 Fax: +91 120 2539132 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 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. KOLKATA Asyst Park 1st Floor, GN 37/1 Sector 5, Salt Lake Kolkata – 700091 B A N G L A D E S H JK Technosoft Ltd. 98 Block-C Road 11 Banani Model Town Dhaka-1213 Email : marketing@jktech.com U N I T E D K I N G D O M JK Technosoft (UK) Ltd. Atrium Court, 100 The Ring, Bracknell, Berkshire, RG12 1BW, United Kingdom Tel : +44 (0) 1344 393032 MUMBAI 1st Floor, K. Raheja Platinum, WeWork India Sag Baug Road, off Andheri-Kurla Road Marol, Andheri East, Mumbai, MH, 400059, India Copyright © 2019, JK Technosoft. All Rights Reserved. Hyderabad JK Technosoft Ltd. Dwarka Central, 4th Floor, Plot No.-57, Hitech City Road VIP Hills, Jaihind Enclave, Madhapur Hyderabad, Telangana 500081 B A H R A I N JKT GCC WLL Office 2210 22ND Floor Almoayyed Tower Bldg. 2504 Road 2832 Block 428 Al Seef District Kingdom of Bahrain