Lessons learnt on setting up and scaling an automation CoE

1©2019 Mindfields Global. All rights reserved. MindSpeaks Webinar Series
Lessons Learnt on Setting Up & Scaling an
Automation Centre of Excellence at ANZ Bank
MINDSPEAKS
WEBINAR
SERIES
Hosted by:
Sukalp Sharma
CEO Australia & New Zealand, Mindfields
Presented by:
Yann-Walter Dunlop
Program Director for Automation,
ANZ Bank

Introductions - speakers
Yann-Walter is a technology savvy finance and
transformation professional with 20 years of diverse
cross functional experience across the globe. He is
currently the Program Director of Automation at ANZ
Bank, Australia.
YANN-WALTER DUNLOP
Program Director -
Automation, ANZ Bank
As the CEO for Mindfields, Sukalp focuses on enabling
successful business outcomes for his clients by
leveraging Intelligent Automation and Artificial Intelligence
solutions. Sukalp has a track record of being a trusted
adviser to Australian CXOs and businesses over the last
decade and more. Prior to joining Mindfields, Sukalp held
various positions in the management consulting practices
of KPMG and EY Australia, where he spent considerable
time helping clients manage and solve complex business
problems.
SUKALP SHARMA
CEO, Australia & New
Zealand, Mindfields Global

Introductions - organisations
Mindfields drives innovation and excellence by leveraging disrupting technologies to
optimize business processes that enable our clients to 'Grow for tomorrow'. We are a
vendor-agnostic automation and artificial intelligence services firm. Gartner and HfS
Research has positioned Mindfields as a leading, niche Robotics Process Automation
advisory (RPA) firm and we are globally recognized as a thought leader in this space.
We have ranked among the top 20 fastest growing Australian firms in the Deloitte Fast
500TM.
ANZ Bank is one of the five largest listed companies in Australia by market
capitalization, one of four major banks in Australia (by total assets) and the largest
bank in New Zealand (by total assets) with a market capitalization of A$81.0 billion
and total assets of A$942.6 billion as at 30 September 2018. The bank operates in
more than 34 markets across Australia, New Zealand, Asia Pacific, Europe, America
and the Middle East with over 40,000 staff.

Points to remember
• Attendees will be on mute mode
• Attendees can submit questions via chat message to panellists, to be answered during the Q&A
session
• Presentation slides and webinar recording will be shared with all attendees

Agenda
Particulars Time
Introduction to webinar topic and speakers 5 minutes
Session 1: What is an Automation CoE and why is it important? 10 minutes
Session 2: Structure of an Automation CoE 15 minutes
Session 3: What are the critical success factors for a CoE implementation? 5 minutes
Session 4: Key takeaways: Setting up ANZ Bank’s Automation CoE for success 10 minutes
Questions and Answers 10 minutes
Polls during the webinar 5 minutes

MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved MindSpeaks Webinar Series© 2018 Mindfields. All rights reserved
Session 1:
Why set-up an Automation CoE?

Poll Question 1

ANZ Bank’s Experience
Yann’s insights
Why set up an Automation CoE?
An Automation Centre of Excellence (CoE) enables the optimal adoption of RPA and increases the overall ability of an
organization to rapidly deploy Automation
Why set up an Automation CoE – Key takeaways
1. Effectiveness - Improved management and control of all automation knowledge and capabilities
2. Efficiency - Rapid identification, assessment, prioritisation and implementation of automation solutions
3. Aligned stakeholders
4. Improved Governance
5. Improved Transparency

Session 2:
Structure of an Automation CoE

Key components of an Automation CoE
Strategic Foundation Operations Policies and Procedures
• CoE vision & objectives
• Operating model
• Governance
• Key roles and responsibilities
• Prioritisation and selection of Automation
opportunities
• Cost benefit analysis
• Resource training and development
• Performance management and reporting
• Risk management
• Knowledge management initiatives
• Policies and procedures governing the
automation program
• Incident management
• Automation change management
1 2 3
Yann’s insights

• Case Study 1: Another global bank (not ANZ)
• Case Study 2: A Government-owned utilities organization
• Case Study 3: A large Australian healthcare organization
Well… now is a good time to set-up an Automation CoE
When is a good time to set up an Automation CoE?
Yann’s insights

Poll Question 2

Poll Question 3

How long does it take to set up an Automation CoE?
Setting up an Automation Centre of Excellence (CoE), historically, could take up to 10 to 14 weeks. However, by leveraging
a standardized and industrialized approach, Automation CoEs can be set up within 3-6 weeks.
• Mindfields’ CoE.exe (https://www.mindfieldsglobal.com/coe) offering enables organizations to stand up Automation CoEs within
rapid timeframes of 3 to 6 weeks.
• CoE.exe is Mindfields’ proprietary packaged offering comprising a framework and associated tools and templates, to enable
organisations to setup their customised Automation Centre of Excellence rapidly, efficiently and effectively.
• CoE.exe enables organizations to leverage:
o Rapid deployment of CoE frameworks
o A customizable set of tools and templates
o A scalable CoE model
Yann’s insights

What is the key CoE operating model options?
CoE features
Decentralised
• All functions of a CoE are replicated for
each business unit within the
organisation
• Acts as an informed stakeholder to
facilitate strategy and consult on
execution
• A centralised unit with Automation
capabilities federated across numerous
business areas
• Provides company-wide solutions in
support of Automation capabilities (e.g.,
process controls)
• A central team with shared
resources
• Completes end to end solutions for
Automation capabilities
HybridCentralised CoECoE
Yann’s insights

Who should own / lead the Automation CoE?
Business-led CoE Technology-led CoE
Overview
• Business owns the scope and objectives of the CoE,
supporting the execution of automation, and directing BAU
support
• A formal relationship with support functions (e.g.
Technology) is developed to ensure their expertise is
leveraged
• Technology owns the scope and direction of the CoE,
supporting the execution of automation and directing BAU
support
The key sponsor of the Automation program should initially lead the CoE. The arrangement should be
assessed every 6 months
Yann’s insights

Session 3:
What are the critical success factors for a CoE implementation?

Critical success factors for a CoE implementation
Critical success factors include:
1. Choosing a trusted partner
2. Enhanced focus on stakeholder engagement
3. Established tools, methodology and approach
4. Robust governance structure with clearly defined roles and responsibilities
5. Scalable model to meet organizational demands as the program ramps up and automation footprint grows
Yann’s insights

Session 4:
Key takeaways: Setting up ANZ Bank’s Automation CoE for success

Key takeaways from ANZ Bank’s Automation CoE implementation

Wrap Up: Key Points
✓ Keep it simple
✓ Weeks not months
✓ Establish ownership upfront and manage stakeholders
✓ Establish a robust operating model
✓ Establish the right policies and procedures
✓ Start small, design for scalability

Q&A

Lessons learnt on setting up and scaling an automation CoE

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