Jade Intelligent Automation

1. 1
Jade Intelligent Automation Enablement
Deck

2. What is RPA & Intelligent Automation
Robotic
Process
Automation
• Mimicking Human Behavior
to execute a
• Sequence of steps
which leads to a meaningful
activity
• Without human intervention
Artificial Intelligence
Computer with ability to reason as human
Machine Learning
Computer with an ability to learn without being explicitly
programmed
Deep Learning
Network capable of adapting itself to new data
Intelligent Document Processing
Computer Vision
Language Translation
Fuzzy Logic
NLP/NLU
Intelligent
Process
Automatio
n

3. 3
RPA : A Bigger Picture

4. 4
Bots automate work by emulating human behavior

5. 5
Business Process Common Characteristics & RPA
Data Capture
Collect & Synthesize Data
Data Enrichment
Modify, Rationalize &
Normalize Data
Data Validation
Validate & Authenticate
Data
Process Data
Perform Processing Rules
Reconcile Data
Checks for consistency &
Accuracy
Analyze & Report
Reliable, Accurate & Timely
Analysis & Reporting
Cognitive Capabilities
(Unstructured Data)
RPA BOTs
(Semi-structured Data)
Analytics Integration
(e.g. Alteryx, Power BI, Tableau etc)

6. 6
Jade IA Practice Overview
Drive Your Digital Transformation with Intelligent Automation
• Gap-fit analysis
• Implementation Services
• Managed Services
• Center of Excellence (CoE) as
a Service
Services
• 100+ AI & RPA consultants
• Certified UiPath, Automation
Anywhere & Power Automate
Consultants
• Process discovery and Process
Intelligence
• AI and ML based RPA
Solutions
Expertise
Solutions
• Intelligent Document
Processing
• AI Ops (J-IT-Auto)
• Business forecasting

7. Intelligent Automation For The Enterprise
Intelligent Automation For The Enterprise
Sales Finance IT HR Customer
Service
Departments
Outcomes
Sales Document Processing
Sales Projections
Process Efficiencies Cost Reduction Increased Accuracy Improved Compliance. Minimized Risks
RPA
AI
 Lead to Opportunity
 P2P
 O2C
 General Accounting
 Audit and
Compliance
 IT Service
Management
 IT Housekeeping
Activities
 Source to Hire
 Develop and
Reward
 Redeploy and Retire
 Trouble to Resolve
 Knowledge Base
Compliance, IT Operation
Automation, Test Automation,
Virtual Assistant
AP, PO, Receipt, Contract,
Workorder Documents
Forecasting
Hire and Employee
Document Processing
Chat Bots and Virtual
Assistants
Smart API’s to integrate with Third party models (Predictive Models , ML, NLP, Sentiment Analysis)
Jade’s RPA Centric Functional (Oracle, SAP, Workday, Salesforce etc)
Intelligent OCR/Document Understanding, Computer Vision, Machine Learning, NLP
ChatGPT
Past communication summary
for decision
Identify upsell opportunities
Expense receipt validation
Accounting training and
reference for new employee
Smart Interactive Knowledge
Base System
Auto script/code generation
Auto troubleshooting
Resume Screening and auto
feedback (Hire cycle)
Onboarding document review
assistance
Assistance in creating buyer
persona
Sentiment analysis-based auto
response to SM feed

8. 8
Action
Centre
UiPath
Apps
AI Centre
• UiPath Studio
visual designer which allows build
automation workflows with pre-built
activities
• UiPath Robot
Executes the workflow designed in
the Studio
• UiPath Orchestrator
Web App, enables deployment,
scheduling, monitoring and
management of Robots & Processes
• UiPath AI Center
AI and ML engine with pre-defined
models to handle documents like,
Invoice, PO, Cash Receipts, Contract
etc. Core technologies covered are
Document understanding, Image
Analysis, Language Analysis, Task
Mining
• UiPath Apps
A development platform that enables
to build and share enterprise-grade
custom applications that deliver
engaging user experiences
Intelligence
Engage
UiPath Platform

9. 9
Automation Anywhere Platform
Task
Bot
IQ Bot
AARI Web

10. Confidential
Sample Use Case and Hyper-automation
Extract Revenue Report
from ERP
Send Revenue Report to
Finance Team
Finance Team applies
Rules for Sampling of
Transaction in Revenue
Report
Finance Team identify
different documents
required for validation
of each transaction
Finance Team send
sample revenue report
through email to
respective Teams to get
documents
Respective teams fetch
each document from a
location pertaining to
each transaction as per
revenue report
Respective teams send
back documents to
Finance team via email
Finance team saves
documents in a location
Finance team opens
each document and
validate against
respective transaction in
revenue report
Finance team updates
the revenue report for
each transactio either
validated or for
anomalies
BOT1
• BOT extracts revenue report from email
• BOT applies Rules for Sampling of Transaction in Revenue
Report
• BOT identify documents required for validation of each
transaction
• BOT sends sample revenue report via email to respective
Teams for documents
Respective teams fetch
each document from a
location pertaining to
each transaction as per
revenue report
Respective teams send
back documents to BOT
email keeping Finance
team in loop. Team
renames document with
a naming convention
BOT2
• BOT fetches and stores documents in a location
• BOT sends documents to AI/ML engine to extract data
• BOT validates revenue report against fetched data from AI
engine
• BOT updates revenue report for validated transactions and
anomalies and sends report to finance team via email
Extract Revenue Report
from ERP
Send Revenue Report to
BOT email account
keeping Finance Team
in loop
• Extract Revenue Report from ERP
• Upload revenue report on
Workflow UI Interface
• Reports get embedded in UI
interface and visible
• BOT1 in triggered
• Respective teams open UI interface and
click on the transaction for review
• Detailed UI page shows widgets to drag
and drop type of document in specified
widget for upload and submit.
Documents are renamed automatically
• Workflow triggers BOTs
BOT1
• BOT scans embedded report and applies rule for sampling
• BOT identify documents required for validation of each
transaction
• BOT assigns respective team against each transaction for
specific documents and sends an email notification with
link to workflow UI interface
BOT2
• BOT fetches documents stored by workflow UI
• BOT sends documents to AI/ML engine to extract data
• BOT validates revenue report against fetched data from AI
engine
• BOT updates revenue report for validated transactions and
anomalies and notifies finance team for updated report in
UI
Manual
Flow
&
Tasks
Automation
Flow
Hyper
Automation
Flow
Fork flow and UI offer
complete visibility of
transaction to all users
(Finance, Logistic, Sales etc).
But specific action on UI can
be taken based on role-based

11. Confidential
11
Supplier Onboarding
& Maintenance
• Typical supplier
setup and
onboarding can be
reduced to 2-4
days
• Huge Manual effort
can be saved
Supplier invoice data
capture and
processing
• Touchless Invoice
Processing
• Improve
Productivity
• Reduce Workload
Invoice Exception
Management
• Reduce invoice
processing
turnaround time
• Huge Manual effort
saving
Finance Automation Journey
Procure To Pay - Optimize Days Payable Outstanding (DPO) and Supplier Experience
High Impact Automation Use-cases (partial list)
Typical
Benefits
Systems
Use
Cases
• Setting up
approved and
vetted suppliers
• Proactive creation
and management
of supplier
agreements
• Invoice data
extraction and
processing in ERP
• PO Matching,
Receipt validation
and Approval
routing
• Auto resolution of
System Hold
• Retry exception
invoices and
payment batch run

12. Confidential
12
Cash Application
• Touchless
remittance advice
processing
• Reduce manual
errors
Invoice Billing
• Time saved on
data input
processes
• Huge effort can be
saved by
automating part of
O2C cycle
Credit & Collections
• Improve efficiency
& Governance
• Reduce
compliance and
risks
Finance Automation Journey
Order To Cash- Reduce Days Sales Outstanding (DSO) & improve Customer Experience (CX)
High Impact Automation Use-cases (partial list)
Typical
Benefits
System
s
Use
Cases
• Monitor
customers
remittance advice
and extract data
• Match with bank
payments and
approval routing
• Bots can
consolidate
information from
different sources .
• Generate invoices
and send to
customers
• Credit Card
remediation.
• Reconciliation,
processing and
clearing

13. Confidential
13
General Accounting
• Huge manual effort
saving
• Improve
compliance
• Reduce manual
errors
• Reduce
reconciliation time
Month-End Close
• Reduce report
generation time
• Save time in
financial data entry
Reporting
• Reduction in
transaction
processing time
• 90-100% possible
automation
Finance Automation Journey
Record to Report - Timely disclosure & Reporting
High Impact Automation Use-cases (partial list)
Typical
Benefits
Systems
Use
Cases
• Inter-company
Reconciliations
• Bank
Reconciliations
• Financial Reporting
pack
• Automate period
close tasks
• Expense Reports
integration
• Payroll reporting &
posting of payroll
Journal Entries

14. Confidential
14
Background
Verification
• Huge manual effort
saving
• Onboarding
dashboard
• Reduce reconciliation
time
User Experience
• Save HR Ops precious
time for value-add
services
• On-the-go assistance
to employee for
excellent experience
User
Onboarding/Offboard
ing
• Reduction in
transaction
processing time
• Make discrete process
seamless
HR Automation Journey
Hire to Retire – Improve HR Ops productivity &
deliver excellent User Experience(partial list)
Typical
Benefits
Systems
Use
Cases
• BV Summary review
& requesting for
additional documents
• Auto-upload & notify
• HR Digital Assistant
for tasks like Visa
processing, Feedback
management, Payroll
queries
• Onboard new hire in
AD
• Role based
onboarding on
departments/systems
• Auto request for
access card
• New hire
communication

15. Confidential
15
Revenue Recognition
• Huge manual effort
saving
• Improve Audit coverage
• Reduce manual errors
reconciliation time
SoD
• SoD policy adherence
• Reduce manual errors
User Access Revie
• Reduction in risk of
breach, access creep
• 100% automation
possibility
SoX Compliance Journey
Typical
Benefits
Systems
Use
Cases
• Revenue transactions
reconciliation against
various documents –
PO, PoD, AWB etc
• Access privileges
grants are checked for
SoD conflict
• Periodic reviews – who
has access to what
• Is current access valid
against access policy

16. 16
Accelerators & Solutions
IT Ops Service Management Compliance
Password Reset Azure AD, Windows AD Revenue Recognition Compliance Oracle EBS, Oracle Cloud ERP
Account Unlock Azure AD, Windows AD Application User Access Review Oracle EBS, Salesforce
eMail DL Management Outlook Segregation of Duties Oracle EBS, Salesforce
Service Desk Automation ServiceNow, Jira Security Incident Management
Zoom Licenses Management (User
Provisioning/Deprovisioning)
Zoom, Azure AD, Windows AD HR
Salesforce License Management (User
provisioning/deprovisioning)
Salesforce, Azure AD,
Windows AD
User Onboarding/Off-Boarding Azure AD, Windows AD,
Workday, Jobvite, Jira, Oracle
EBS, Salesforce, Tableau
Add Ons Description Enterprise Systems
Document Processing
Console (UiPath Apps)
A custom built re-usable console for documents in low confidence to correct data in side-by-side panel
and for approval workflow. Applicability – AP Invoice Processing, AR Remittance Advice Reconciliation,
PO processing, Expense Receipts validation
Oracle EBS, Oracle Cloud
ERP, NetSuite, SAP
Template Engine UiPath +Python based document processing engine for business-critical high volume stable templates to
achieve early ROI till the time ML model is stabilized with non-critical low volume document set. Migration
of high-volume documents can be later migrated on ML Model
Oracle EBS, Oracle Cloud
ERP, NetSuite, SAP
AP Invoice Processing
Business Rules
Pre-Built business rules for example Invoice & PO Match, Cash receipts in ERP with remittances etc
against different ERPs – Oracle EBS, SAP, NetSuite
Oracle EBS, Oracle Cloud
ERP, NetSuite, SAP
AR Remittances Advice
Reconciliation Rules
Add-on accelerators related to Document Processing

17. 17
OpenAI driven Semantic Search
• I want to see facts from
different sources describing
this entity
• I want to know consolidated
view of contractual obligation
for the entity
• What is the relevant experience
on domain/technology/role from
the resume
• Is there any gap in
education/experience from the
documents candidate has
submitted
• I want to see YoY Q3 EBIDTA
trend from last 5 years of financial
report published by Microsoft
• I don’t remember exact term or
point I was looking for but I know
the context
• How can I enable citizen
developers to generate code for
complex problem and use it.
• Can I enable QA team to
generate test cases automatically
from requirement?
Generic examples where
Semantic Search can help
VELOCITY – Find the information quickly
REVEAL – Find hidden information relevant
o context
SPECIFIC – Find the information relevant to
the interest
LINKED – Find related information from
integrated data sources
• I am looking for sections related
to dependencies and its impact
on schedule, risksI etc.
• want to search across different
languages simultaneously
• How can I get specific information
from the document that KB
provides link to in response to a
query
Legal
HR
Finance
IT
Customer Care
Others
What Semantic Search Offers
• Enterprise Search Engine –
reveal and correlate
information from disparate
data sources/documents
• Enterprise Chatbot
• Document/unstructured data
mining

18. 18
OpenAI driven Semantic Search – Jade’s Solution
Document or
Unstructured Data
UiPath / Automation Anywhere RPA Document
Processing Engine
Query to get contextual
info from the document
Open AI Embedding
Model
Vector DB
1
2
3
4
5
6
7
OpenAI GPT Model
8
Document(s) of interest is
input to RPA platform
Document info extraction
& processing to convert
for OpenAI need
Send to Vector DB
User posts query
Algorithm to evaluate
contextual info
Get appropriate response from
GPT based on contextual info
Data Strategy
Data Ingestion
Data Preparation
Use Case
Realization
Approach Technical View
Critical success factors are – taking right
strategy of data extraction & processing
and algorithm to evaluate contextual
information as per need. That is where
Jade brings value

19. Automation Potential in Enterprise
Create & Post
Job Description
Develop &
Deliver Training
Source & Screen
Candidates
Manage
Employee
Development
Manage
Employee
Performance
Manage
Compensation
Manage Pre-
employment
Manage Benefits
Administration
Onboard new
hires
Setup new hirs in
the system
Recruit &
Onboard
Employees
Train & Develop
Employees
Separation
Retirement
Leave & Absence
Redeploy and
Retire
Workforce
Scheduling
Master Data
Management
Purchase Goods
& Services
Receive goods &
services
Reporting
Process Invoice
Manage
Procurement
General
Accounting
Service
Close Process
Regulatory &
Statutory Report
Management
Reporting
Bank & Inter-
company Recon
Budgeting &
Forecasting
Access &
Manage Credits
Order Entry &
Customer Invoice
Account
Receivables
Fulfil Orders
Customer &
Contact Setup
Customer
Enquiries
Cash Application
Patch
Management
Backup &
Restoration
Network &
Device Analysis
Monitoring &
Control
Schedule Jobs
Security Control
Audits
SoX Compliance
Create & Close
Service Case
Ticket Triaging &
Allocation
Onboard/Offboar
d Employees
Auto Resolve
Ticket
End User
Support Services
User
Administration
Contract
Management
HR Finance & Accounting IT & Compliances
Trade Promotion
Sales Order
Processing
Lead Scoring Sales Projections
Campaign
Effectiveness
Marketing Sales
Intelligent
Inventory Mgmt
RMA
Purchase Order
Management
Reporting
Requisition
Management
360° View
Account Enquiry
& Update
Create Case or
Complaint
Virtual Assistant
Sales & Marketing SCM Customer Service
Order to Cash Procure to Pay Record to report
Service
Management
House Keeping Compliances
Planning &
Sourcing
Inventory
Management
Reverse
Logistics
Contact Mgmt
Enquiries &
Support
Case Mgmt

20. 20
Automation CoE
IT Landscape
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
• Oracle Fusion, Workday, Custom
Apps
• Code Version Control: Git,
Bitbucket
• RPA : AA 2019 Cloud, Task Bots,
Meta Bots ,IQ Bots
Team
• RPA Solution Architect Onsite
• RPA Developers Offshore
About the Company
Business Requirements
Challenges
Jade Solution & Services
• Marvell had already decided to achieve high
level of automation through digital workforce.
Their intent was to drive the entire program in a
manner that CIO and business sponsors get
visibility of automation and related ROI across
organization
• High degree of manual work
• LoBs focus is on own short-term fixes and quick
benefits
• Missing a governing body to drive the
automation roadmap and align LoBs in the order
of priority
• Need to define automation standards, policies,
re-usable assets etc and establishing core
infrastructure or repository for the same
• Vendor, license and demand management
• Control over automation development
• Establishing key KPIs to measure BoT
performance for continuous improvement
Jade RPA CoE
• Jade established the RPA CoE with 2 major components
• Automation Governing Body
• Automation Execution Engine
• CoE was established with key objectives of
• Assessment and discovery of processes
• Create business case and ROI
• Process assessment, prioritization and roadmap
• Establish teams, resources (Licenses) etc
• PoCs, Design, Develop and Deploy processes and change
management
• Define and control operation support model
• CoE Team – RPA Sponsor, RPA Champion, Sol Architect, BA & Change
manager, Infra Engineer
1000+ Employees
Benefits
• Clear roadmap for the automation defined with RoI
• LoBs given big picture of automation along with priorities and
importance of critical process automation
• Organization automation effort acceleration
• Short term cost benefits and efficiencies were delivered
• Governance helped IT and business coordinating effectively for
automation implementation efforts

21. 21
Advisory Services
IT Landscape
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
• Oracle Fusion, Workday, Custom
Apps
• Code Version Control: Git,
Bitbucket
• RPA : AA 2019 Cloud, Task Bots,
Meta Bots ,IQ Bots
Team
• RPA Solution Architect Onsite
• RPA Developers Offshore
About the Company
Business Requirements
• Identify optimized number of
Unattended and Attended bots
for process deployment in
production
• Validate identified Automation
opportunities across different
departments and perform RPA
Fitness assessment
Challenges Jade Solution & Services
• Process identifications and
Assessment for RPA
• Bot Onboarding ,Access
management and
Segregation of Duties setup
within departments
• Bot Sizing requirements
• RPA Architecture Security
Assessment
• Enterprise A2019 Cloud
Infrastructure, Role based
Access & Data Protection
setup
• Business Process automation
architecting, Automation
and Support
• Marvell wanted to drive positive
change through digital
transformation and the adoption
of emerging RPA technology to
reduce the amount of time spend
on manual processes while
maintaining strict security and
compliance controls
Jade RPA Process Fit Assessment Framework
• For each process Identify Process Complexity
,Frequency, FTE Savings and Cognitive
requirements
• Categorize each process as Quick Wins, Low
hanging Fruit , Long Term Improvements and
Need improvements
Bot Onboarding and Infrastructure setup
• Bot utilized Application specific account to reduce
license usage and maintaining SOD
• Setup Cloud Enterprise A 2019 Control room with
On Premise Bot Runners for Dev, Test and
Production environment
• RBAC , SSO and Git Setup
• Automate process & deploy in Production
Jade RPA Bots Capacity Planning Framework
• Analyze each process against criteria such as
Transaction Volume, Priority, Frequency,
Application involved etc.,
• Optimized Bot usage by sharing unattended bots
and IQ Bots between processes based on
transaction timer, frequency and volume
1000+ Employees

22. 22
Automation Anywhere Process Automation
Implementation
IT Landscape
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
• Oracle Fusion, Workday, Custom
Apps
• Code Version Control: Git,
Bitbucket
• RPA : AA 2019 Cloud, Task Bots,
Meta Bots ,IQ Bots
Team
• RPA Solution Architect Onsite
• RPA Developers Offshore
About the Company
Finance Sales Ops
• Price verification of 3C3
invoices – test, sort, SLT
invoices
• FA Forecast Reporting
• APAC Reports
• AP Interface
• AMEX Bank Card Processing
• Toshiba 3PL Consigned Demand-Pull
Order Processing
• To automate order creation for Jabil GZ
sent in as pdf files
• Convert Seagate Consumption Report to
Delfor
• HP/Ariba Forecast Commit
• Seagate Hub Inventory
• To automate order creation for Nokia
• Seagate Backlog Report
• Quote Log Template Generation
• Pricing Agreement Log Template
Generation
• ShenZhen Fugui Hub & Discrete PO
• Sample Order Creation
• ASN FTP upload for Kingston
• 3PL Consigned Demand Pull Order for
Western Digital
1000+ Employees
IT Ops
• Zoom licence management
for non-active users
• Zoom licence assignment for
active users
• Zoom users Deactivation
• Power BI - Executive Flash
Email distribution using RPA
• SalesForce Customer
Registration
• SalesForce Integration to
perform access management
Core Ops
• Open Jobs with missing PO from Job
Receipt Report
• Generate Wafer Receipt Recon Report -
Samsung
• Automate and upload daily OSD missed
reason for OTD monitoring
• Automate daily OSATs WIP Compilation
• Pick List Recon
• Generate Wafer Receipt Recon Report -
GF
• Item missing Frozen cost validation
• Items with missing pricing alert
• OSAT Wafer visibility report
• Job Released with potential PO issue
• Missing PO items with dummy price
uploaded by BOT
• Quarterly TAX test volumn split
• OSAT CP FT Summary
• Test Yield Summary and Analysis
HR
• Contract Terminations

23. Headquarters
1731 Technology Drive, Suite 350
San Jose, CA 95110
Phone
+1-408-899-7200
Email
info@jadeglobal.com
Website
www.jadeglobal.com
USA I CANADA I UK I VIENNA I INDIA
23
THANK YOU

24. 24
Jade RPA Advisory Services
Process Assessment Framework
Discovery
• Catalogue of process eligible for
automation
• Implement Process mining to
analyse and identify potential
automation
• Existing level of automation
• Risk evaluation
Assessment
• Complexity
• Quality check constraints
• Repetitiveness and exception
• Volumetric
• Time and schedule
Recommendation
• Process map quadrant analysis
• ROI
• Roadmap
• Tool/Platform recommendation
Quick Wins
P2
5.285
P12
3.775
P3
1.057
P4
0.885
P6
0.885
P6
0.525
P5
3.775
Capture Inputs Analyze Recommendations
Complexity
Benefits
Low hanging fruits Long-term improvement
Must-do improvements
P7
3.775
P8
1.057 P10
0.885
P11
0.525
P9
3.775
Bubble size denotes FTE savings

25. 25
Jade Advisory Services
Bot Optimization
Discovery
• Catalogue of process eligible for
automation
• Existing level of automation
• Risk evaluation
Analysis
• Assess Process against following
parameter
• Transaction Volume
• Transaction Time
• # of FTEs required to support
process
• Priority etc.
• Assume all processes would in
production
Optimization
• Optimized Bot usage by sharing
unattended bots between processes
based on transaction timer,
frequency and volume
• Identified overlapping Bots
• Arrived at final optimized BOT count
Optimize
Bot Types Count
Unattended Bot 15
Attended Bot 7
Cognitive Bot 4
Bot Types Count
Unattended Bot 9
Attended Bot 5
Cognitive Bot 2

26. Confidential
Enterprise
Systems &
DWH
Data digitization,
Classification and
extraction
Use Case Realization
Violations
Visualization &
Alerting
Remediation

27. 27
Automation Anywhere Platform
RPA Engine Cognitive Engine Analytics Engine
BOT
Creator
BOT
Runner
Metabo
t
AI/Predictive
Modeler
Operational
Analytics
Business
Insights
Digital Workforce
On Premise Cloud
Control Room Server BOT farm
Mortgage
BOT
Claim BOT AR BOT
Return
BOT
DIGITAL PROCESSES
PLATFORM
DELIVERY
BOT APPS
(Examples)