The document discusses the growing importance of automation, intelligent automation, and robotic process automation (RPA) in organizations to manage complex data and improve processes. It highlights key factors for successful implementation, including defining the problem, considering skills and technology, and addressing governance challenges. Data from a TDWI survey indicates that automation tools are critical for success in data management processes.

1. Fern Halper Ph.D.
VP and Senior Director, TDWI
Advanced Analytics
October 25, 2022
Key components of a successful automation
implementation

2. SPONSOR
2

3. FERN HALPER
VP, Senior Research Director for
Advanced Analytics
TDWI

4. An introduction to automation, intelligent automation, and RPA
How automation is being used in companies; both for data and analytics
as well as to improve processes
Precisely perspectives
Organizational and technology best practices for implementing automated
solutions - Chat
What we will discuss today
1
2
3
4
Copyright © 2022 TDWI

5. Automation is
becoming more
important
• Data, analytics becoming much more
complex
– Higher volumes, different types
• Organizations looking to modernize
platforms and processes because
manual processes won’t work
• More often looking to automation
– More productive, decrease costs, and
improve manual error prone processes
• Not just automation, but augmentation
and intelligent processes
Copyright © 2022 TDWI

6. Automation, Intelligent automation, and RPA
Copyright © 2021 TDWI
Automation
Intelligent
Automation
Robotic
Process
Automation
Software that automates
repetitive digital processes.
Follows rules/instructions
A labor-saving technology
that helps make an apparatus,
a process, or a system operate
automatically
Software that has AI technologies
such as ML or NLP infused
into the product.

7. • Documentation generation
• Testing in data warehouse design
• Data profiling
• Some data cleansing
• Scheduling pipelines
Copyright © 2022 TDWI
88% of respondents to a recent TDWI survey agreed
that “tools that automate data management processes
are key for success.”

8. • Quality checking
• Some data cleansing
• Classifying sensitive data
• Metadata mapping
• Data blocking
• Generating features for ML models
• Suggesting insights from data
• Suggesting SQL queries based on past SQL
queries
Copyright © 2022 TDWI
72% of respondents to a recent TDWI survey said that
tools that automate data management processes are
key for success

9. • Collecting raw data from multiple systems
and put it into a standard format
• Copy data about customers from screen
scraping
• Updating customer information
• Patient registration
• Testing in data warehouse development
Copyright © 2022 TDWI

10. +
• Target customers for upsell opportunities
• Resume review
• Credit card applications
• Closing fraudulent accounts
Copyright © 2022 TDWI
In a TDWI survey, 33% of those using AI were already
using RPA to automate certain activities

11. Automated and
augmented tools are
a top priority
Copyright © 2022 TDWI

12. Still early days for
these kinds of tools
Copyright © 2022 TDWI

13. • The system relies on human
intervention
– E.g., Humans needed to attend to a ML
learning
– Participates in an algorithmic decision-making
• Benefits
– Not a black box; more transparency
– Humans can draw on their view of the world
to make decisions quickly
• Challenges too, such as integrating the
human into the workflow
Copyright © 2022 TDWI
Human in the
loop

14. Considerations
• Determine the problem that you want to
solve with Intelligent Automation/RPA.
Does it have an impact? Will it be
funded?
• Consider skills and focus. Refine the
problem/process
• Consider the technology you will use
• What about the interface?
• Don’t forget about the people
• Consider any governance that will need
to be instituted
Copyright © 2022 TDWI

15. Andrew Hayden
Senior Product Marketing
Manager
Precisely

16. Key Components
of a
Successful
Automation
Implementation
Andrew Hayden | Precisely

17. Winshuttle is
now part of
Precisely,
the leader in
data
integrity
17

18. The global leader
in data integrity
software
Our data integrity software, data
enrichment products, and strategic
services deliver accuracy,
consistency, and context to power
confident business decisions.
Brands you trust, trust us
Data leaders partner with us
of the Fortune
100
99
Customers in more than
100
2,500
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite

19. Why
Automation?
19

20. Common product challenges
20
• Complex materials environment:
Many raw and semi-finished
goods
• Multiple vendors and suppliers
• Complex data objects
• Complex processes
• Manual data management
& spreadsheets
• Often multiple plants
• Frequent changes
• Complex customer environment
• Tight margins
• Seasonal exceptions
• Promotional packaging
• Sales alignment
• Multiple systems involved
• SAP in the middle of it all

21. Upstream process components
Plus other, non-SAP systems
Vendors
Procurement
Product
Development
Controlling Finance Materials
Production
Planning
Warehouse
Manufacturing
Operations

22. Make an impact across your business
Financial
Accounting
Controlling
Sales and
Distribution
Materials
Management
Plant
Maintenance
Asset
Management
Project
Systems
Production
Planning
Quality
Management
Human
Resources

23. Spreadsheets, GUI and Fiori apps
23

24. Precisely
Automate
24

25. A complete automation platform
Excel to SAP
Exchange data with SAP
quickly and easily using
Excel
Form &
Workflow
Automate and accelerate
SAP business processes
with integrated forms and
workflows
Excel Workflow
Automate and accelerate
SAP business processes
through Excel file
management workflows
Process
Automation
Data
Automation

26. Automate Studio
Precisely Automate portfolio
26
STANDALONE
Exchange data with SAP
quickly and easily
using Excel
• Data creation and maintenance
• Data migration
• Operational reporting
• Data stewardship
GOVERNED
Share, manage, & control
Precisely across the
enterprise
• Basic 2-step workflow
• Centralized management
• Granular control of licenses, users &
policies
• Extensive audit and ROI reporting
• Server-side job execution
WORKFLOW-ENABLED
Automate and streamline
SAP processes using
workflows
• Advanced form and workflow
capabilities
• Advanced data stewardship
capabilities via web forms
• Detailed process analytics
Business users
work in Excel
Business users work
in Excel or web forms
Automate Studio Manager
Business users
work in Excel
Automate Evolve
+

27. Dynamic
process
linking
Choice of forms
or Excel front end
Smart, tailored,
role-based forms
Flexible, extensible
solution architecture
Granular user &
policy management
SmartTables
Live data
validation
Automated data
exchange
Audit trails for
process &
data
Process
dashboards &
reports
Look for a complete set of
capabilities

28. Questions!

29. Let’s continue the
conversation…
Contact us
Set up a 30-minute personalized demo
+1-877-700-0970
“Get in touch” on www.precisely.com
www.precisely.com
Demos
White Papers
Case Studies

30. Thank You

31. Fireside chat
31
Copyright © 2022 TDWI

32. Question 1
32
How are your customers making use of
automation, intelligent automation, and
RPA?
Copyright © 2022 TDWI

33. Question 2
33
What is the biggest challenge
organizations are facing as they implement
RPA and intelligent RPA? What are they
doing about it?
Copyright © 2022 TDWI

34. Question 3
34
What about governing process
automation? How are organizations
approaching that?
Copyright © 2022 TDWI

35. Question 4
35
What should organizations look for in an
automation platform?
Copyright © 2022 TDWI

36. Question 5
36
What advice do you have for organizations
just starting out with automation and RPA?
What are the keys to success?
Copyright © 2022 TDWI

37. THANK YOU!

38. QUESTIONS?
tdwi.org

39. CONTACT INFORMATION
If you have further questions or comments:
Fern Halper, TDWI
fhalper@tdwi.org @fhalper
Andrew Hayden, Precisely
andrew.hayden@precisely.com
tdwi.org

40. SPONSOR
4