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Client Introduction
Industry Leader in Operational
Excellence and Intelligent Automation
Design ‫׀‬ Consult ‫׀‬ Implement ‫׀‬ Sustain
LEAN Robotics is an industry leader in the provision of Operational Excellence and Intelligent Automation solutions across multiple client sectors. Through focusing on our Operational Excellence
Charter we deliver best in class operational solutions and provide the foundation for enabling emerging technologies such as Artificial Intelligence, Blockchain and Machine Learning
Innovation
Metrics
LEAN
AUTOMATION
Process CustomerStrategy
Technology
People
TJ is a Business Consultant and Master Black Belt with over 20 years experience primarily within the Financial Services Industry. His primary focus areas are Operational
Excellence, Leading Transformation Programmes, Risk and Operating Model Design, Team Leadership, LEAN Six Sigma, Intelligent Automation, M&A, Strategy and
Programme Management. He has worked with FS clients across Europe, Asia, North and South America.
Damien is a Business Consultant with over 15 years of consulting experience across financial services, public sector and energy industries. His primary focus areas are
Strategy, Customer Experience design, Leading Cost Reduction Initiatives, Operational Model Design, LEAN Six Sigma, Robotic Process Automation, Team Leadership,
Operational Excellence, Programme Management and delivery. Damien is Black Belt certified and holds a Masters in Business Management.
Ryan is a Business Consultant with over 18 years experience across industries such as banking, insurance and pharmaceutical. His primary focus areas are Operational
Excellence, Process Engineering, Robotic Process Automation, LEAN Six Sigma Deployments, Change Management, Financial Analysis and Programme management. Ryan
is Black Belt Certified and holds a Masters in Business Administration.
LEAN Robotics
Team Profiles
We’ve worked with the
following organisations
Bryan has over 20 years experience helping clients redesign and deliver large scale operational transformations working with businesses across multiple sectors. He is an
expert in Systems Thinking, Lean and Six Sigma methodologies and specialises in Operational Transformation, World-Class Service Delivery, Process Improvement, Cost
Reduction, Business Turnaround, Operational Excellence, RPA, Robotics, Strategy and Programme Management.
LEAN Robotics
Core Service Offerings
Innovation
Capability
Development
LEAN
INTELLIGENT
AUTOMATION
Operational
Excellence CustomerStrategy
Cost
Reduction
Customer
Experience
• Strategy - Design and Deliver your Operations and Digital Strategy
Digital Strategy | Operations Strategy | Organisational Design | Sourcing Strategy
• Cost Reduction - Identify and Deliver Cost Reduction Initiatives
Direct and Indirect Cost Data Analysis | Opportunity Identification | Improvements Delivery
• Customer Experience – Design and Deliver Best-in-Class Customer Experience
Customer Experience Strategy | Customer Journeys & Visioning | Product and Market Scenarios
• Operational Excellence – Deliver Operational Efficiency
Capacity Creation | LEAN | Intelligent Automation | Organisational Optimisation | Sourcing
• Capability Development – Sustain through Training, Coaching and Mentoring
Operational Excellence | RPA | Transformation Training | Coaching and Mentoring | Change Management
• Innovation - Enable Future Technologies such as AI, Blockchain, Machine Learning
AI Strategy and Alignment | Intelligent Automation | Research and Insights | Use Cases
Customer Onboarding
Simplify your customer onboarding
process including Know your Customer,
Credit Checks or Data transfer
Compliance and Reporting
Consistently deliver compliant and
accurate reporting while keeping costs
low
Account Opening/Switching/Closing
Use Digitisation to create structured data
input and use RPA to key appropriate
information into core banking platform
and supporting systems. This can
significantly reduce the turnaround time
for new account opening and deliver a
superior customer experience
Fraud Prevention
Automate analysis of your fraud and data
checks for unusual behaviour so you can
protect your customers
Financial Reporting
Streamline your month end financial
reports with speed and 100% accuracy
Legacy System Enablement
Use your legacy systems efficiently by
automating interactions and improving
accuracy so you can focus on your
customers
Debt Recovery
Collect missed taxes and fees from your
citizens. Virtual workers do the chasing
when a payment is missed — giving you
confidence your debts are retrieved
Billing and Settlements
Manage your customers in a fair and
consistent way by automating payment
requests, processing and correcting
overcharges
Claims Management
Accurately process claims by intelligently
automating the referencing of policy
entitlement, rules based resolution or
approval escalations
Policy Administration
Let your staff put your customer care first,
while your policies are administered by
intelligent automation
Metering
Compile, manage and process capacity
metering and reporting accurately and
instantly
Customer Records Management
Maintain your customer records
consistently across all your systems. With
your data automated and synchronized
across systems, you can put your focus on
your customers wellbeing
Financial Services HealthcareGovernment Energy & Utilities
Expenses Management
Use Digital and RPA to develop an
automated end to end process to for your
employees and customers to submit
expenses saving significant time and
reducing errors for those involved
Credit Card Fraud Chargebacks
Make automated redress payments to
customers in line with PSD2 rules
Annual Renewals
Automate and streamline your annual
renewals cycle
Claims Verification
Automate the checking and approval of
your incoming customer claims and
automate customer communication
Application for Services
Automate how new services are applied
for and activated on behalf of the
customer
Compliance and Audit Requirements
Consistently deliver compliant and
accurate reporting and audit
requirements while keeping costs low
Payments
Automate the Foreign Currency payments
process by migrating customers to Digital
Forms thus creating structured data input.
Where this isn’t possible, using OCR to
convert unstructured data to structured.
Then use RPA to validate the payment
quality, key into appropriate payments
platform and automate the confirmation
process
Sanctions Screening
Reduce the risk of releasing a payment
which should have been held. Manual
checks are prone to error and replacing
manual checking with automated
checking significantly reduces risk for the
bank
Audit Reports
Use RPA to identify, source and collate all
data elements from multiple systems and
prepare into a standard format to support
annual Audit Requests. This automation
can significantly reduce repetitive non-
value add activities
Marketing Campaigns
Analyse customer insights, generate
marketing lists and deliver sales material
direct to your customers
Customer Queries
Respond to customer queries using
Natural Language processing (NLP) thus
significantly improving your speed of
response and removing non value add
activities
LEAN Robotics – Use Cases
Sample Use Cases
UK + 44 7989 435169
IRL
Bryan Himsworth
LEAN Robotics
Contact Details
www.linkedin.com/in/bryanhimsworth
Bryan.Himsworth@leanrobotics.co.uk
UK
IRL +353 86 8989878
Damien Fox
www.linkedin.com/in/damienfox1
Damien.Fox@leanrobotics.co.uk
UK +44 7739 386861
IRL +353 87 4107877
TJ Scally
www.linkedin.com/in/tjscally
TJ.Scally@leanrobotics.co.uk
UK
IRL +353 86 8370519
Ryan Murphy
www.linkedin.com/in/ryanmurphy3
Ryan.Murphy@leanrobotics.ie

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LEAN Robotics - Service Offerings

  • 2. Industry Leader in Operational Excellence and Intelligent Automation Design ‫׀‬ Consult ‫׀‬ Implement ‫׀‬ Sustain LEAN Robotics is an industry leader in the provision of Operational Excellence and Intelligent Automation solutions across multiple client sectors. Through focusing on our Operational Excellence Charter we deliver best in class operational solutions and provide the foundation for enabling emerging technologies such as Artificial Intelligence, Blockchain and Machine Learning Innovation Metrics LEAN AUTOMATION Process CustomerStrategy Technology People
  • 3. TJ is a Business Consultant and Master Black Belt with over 20 years experience primarily within the Financial Services Industry. His primary focus areas are Operational Excellence, Leading Transformation Programmes, Risk and Operating Model Design, Team Leadership, LEAN Six Sigma, Intelligent Automation, M&A, Strategy and Programme Management. He has worked with FS clients across Europe, Asia, North and South America. Damien is a Business Consultant with over 15 years of consulting experience across financial services, public sector and energy industries. His primary focus areas are Strategy, Customer Experience design, Leading Cost Reduction Initiatives, Operational Model Design, LEAN Six Sigma, Robotic Process Automation, Team Leadership, Operational Excellence, Programme Management and delivery. Damien is Black Belt certified and holds a Masters in Business Management. Ryan is a Business Consultant with over 18 years experience across industries such as banking, insurance and pharmaceutical. His primary focus areas are Operational Excellence, Process Engineering, Robotic Process Automation, LEAN Six Sigma Deployments, Change Management, Financial Analysis and Programme management. Ryan is Black Belt Certified and holds a Masters in Business Administration. LEAN Robotics Team Profiles We’ve worked with the following organisations Bryan has over 20 years experience helping clients redesign and deliver large scale operational transformations working with businesses across multiple sectors. He is an expert in Systems Thinking, Lean and Six Sigma methodologies and specialises in Operational Transformation, World-Class Service Delivery, Process Improvement, Cost Reduction, Business Turnaround, Operational Excellence, RPA, Robotics, Strategy and Programme Management.
  • 4. LEAN Robotics Core Service Offerings Innovation Capability Development LEAN INTELLIGENT AUTOMATION Operational Excellence CustomerStrategy Cost Reduction Customer Experience • Strategy - Design and Deliver your Operations and Digital Strategy Digital Strategy | Operations Strategy | Organisational Design | Sourcing Strategy • Cost Reduction - Identify and Deliver Cost Reduction Initiatives Direct and Indirect Cost Data Analysis | Opportunity Identification | Improvements Delivery • Customer Experience – Design and Deliver Best-in-Class Customer Experience Customer Experience Strategy | Customer Journeys & Visioning | Product and Market Scenarios • Operational Excellence – Deliver Operational Efficiency Capacity Creation | LEAN | Intelligent Automation | Organisational Optimisation | Sourcing • Capability Development – Sustain through Training, Coaching and Mentoring Operational Excellence | RPA | Transformation Training | Coaching and Mentoring | Change Management • Innovation - Enable Future Technologies such as AI, Blockchain, Machine Learning AI Strategy and Alignment | Intelligent Automation | Research and Insights | Use Cases
  • 5. Customer Onboarding Simplify your customer onboarding process including Know your Customer, Credit Checks or Data transfer Compliance and Reporting Consistently deliver compliant and accurate reporting while keeping costs low Account Opening/Switching/Closing Use Digitisation to create structured data input and use RPA to key appropriate information into core banking platform and supporting systems. This can significantly reduce the turnaround time for new account opening and deliver a superior customer experience Fraud Prevention Automate analysis of your fraud and data checks for unusual behaviour so you can protect your customers Financial Reporting Streamline your month end financial reports with speed and 100% accuracy Legacy System Enablement Use your legacy systems efficiently by automating interactions and improving accuracy so you can focus on your customers Debt Recovery Collect missed taxes and fees from your citizens. Virtual workers do the chasing when a payment is missed — giving you confidence your debts are retrieved Billing and Settlements Manage your customers in a fair and consistent way by automating payment requests, processing and correcting overcharges Claims Management Accurately process claims by intelligently automating the referencing of policy entitlement, rules based resolution or approval escalations Policy Administration Let your staff put your customer care first, while your policies are administered by intelligent automation Metering Compile, manage and process capacity metering and reporting accurately and instantly Customer Records Management Maintain your customer records consistently across all your systems. With your data automated and synchronized across systems, you can put your focus on your customers wellbeing Financial Services HealthcareGovernment Energy & Utilities Expenses Management Use Digital and RPA to develop an automated end to end process to for your employees and customers to submit expenses saving significant time and reducing errors for those involved Credit Card Fraud Chargebacks Make automated redress payments to customers in line with PSD2 rules Annual Renewals Automate and streamline your annual renewals cycle Claims Verification Automate the checking and approval of your incoming customer claims and automate customer communication Application for Services Automate how new services are applied for and activated on behalf of the customer Compliance and Audit Requirements Consistently deliver compliant and accurate reporting and audit requirements while keeping costs low Payments Automate the Foreign Currency payments process by migrating customers to Digital Forms thus creating structured data input. Where this isn’t possible, using OCR to convert unstructured data to structured. Then use RPA to validate the payment quality, key into appropriate payments platform and automate the confirmation process Sanctions Screening Reduce the risk of releasing a payment which should have been held. Manual checks are prone to error and replacing manual checking with automated checking significantly reduces risk for the bank Audit Reports Use RPA to identify, source and collate all data elements from multiple systems and prepare into a standard format to support annual Audit Requests. This automation can significantly reduce repetitive non- value add activities Marketing Campaigns Analyse customer insights, generate marketing lists and deliver sales material direct to your customers Customer Queries Respond to customer queries using Natural Language processing (NLP) thus significantly improving your speed of response and removing non value add activities LEAN Robotics – Use Cases Sample Use Cases
  • 6. UK + 44 7989 435169 IRL Bryan Himsworth LEAN Robotics Contact Details www.linkedin.com/in/bryanhimsworth Bryan.Himsworth@leanrobotics.co.uk UK IRL +353 86 8989878 Damien Fox www.linkedin.com/in/damienfox1 Damien.Fox@leanrobotics.co.uk UK +44 7739 386861 IRL +353 87 4107877 TJ Scally www.linkedin.com/in/tjscally TJ.Scally@leanrobotics.co.uk UK IRL +353 86 8370519 Ryan Murphy www.linkedin.com/in/ryanmurphy3 Ryan.Murphy@leanrobotics.ie