Robotic Process Automation (RPA) is all about building intelligent automations for an enterprise. Centrally automating, managing & tracking business processes that are executed by robots in all the departments of an organisation. By adopting RPA, financial institutions can overcome many of these barriers like back-office transactional, rules-based operations and achieve operational efficiency, flexibility, accuracy and enhanced performance at an enterprise level.

1. GREYSOFT
ROBOTIC
PROCESS
AUTOMATION

2. Overview
1. Introduction
2. RPA Evolution
3. RPA Market Forecast - BFSI
4. Benefits of RPA
5. Greysoft RPA Capabilities
6. Greysoft RPA Skills & Analysis
7. Greysoft Case Studies
8. Contact us

3. What is RPA
Robotic Process Automation (RPA) is all about building
intelligent automations for an enterprise.
Centrally automating, managing & tracking business
processes that are executed by robots in all the
departments of an organisation.
By adopting RPA, financial institutions can overcome
many of these barriers like back-office transactional,
rules-based operations and achieve operational
efficiency, flexibility, accuracy and enhanced
performance at an enterprise level.
DESIGN MANAGE TRACK

4. RPA
Evolution
Robotic Process
Automation (RPA) has
evolved from being a
Tactical Process to
Strategic Solution.
Moreover it has
evolved from being a
Virtual Assistant to
Virtual Workforce.
MANUAL OLD
PROCESSES
ASSISTED MACRO
AUTOMATION
ROBOTIC PROCESS
AUTOMATION
HUMAN WORKFORCE VIRTUAL ASSISTANT VIRTUAL WORKFORCE
CLERICAL LONG PROCESS
HUMAN ASSISTED MACRO
APPLICATIONS
END-TO-END PROCESS
AUTOMATION
REQUIRED HUGE HUMAN
RESOURCES FOR SCALING
NON SCALABLE APPS BUILT
FOR SPECIFIC PROCESSES
SCALABLE & FLEXIBLE VIRTUAL
WORKERS
-
MULTIPLE MACROS/APPS
COULD NOT WORK
SIMULTANEOUSLY
MULTIPLE BOTS WORKING
SIMULTANEOUSLY
TIME CONSUMING HUMAN
ACTIVITY
TIME CONSUMING
DEVELOPMENT WORK
FAST AND EFFICIENT
DEVELOPMENT & DEPLOYMENT
-
COMPATIBILITY ISSUES WITH
LEGACY SYSTEMS
COMPATIBILITY WITH
UNIVERSAL SOFTWARE
SYSTEMS
MANUAL WORK NO SCHEDULING TASK SCHEDULING
-
NO CENTRALIZED
MACRO/APP MANAGEMENT
CENTRALIZED ROBOT
MANAGEMENT & TRACKING
-
DEPLOYED ON DESKTOP OR
SHARED LOCATION
CAN BE DEPLOYED IN SERVER,
CLOUD/SAAS

5. RPA MARKET FORECAST - BFSI
CAGR 75%
BFSI RPA market is expected to grow at a CAGR
of 75% and is expected to reach USD 835
million by 2020.
Future focus will be on training and ownership of
the automation technologies, as compared to
professional services.
0
100
200
300
400
500
600
700
800
900
2015 2016 2018 2020
InMillionUSD
BFSI – 2015-2020
Research courtesy: Softomotive Markets&Markets

6. BENEFITS OF RPA
HIGH GROWTH
Considering the large
number of processes that
can be automated with
RPA, company can achieve
high growth rate with
resource efficiency.
MINIMIZE COST REDUCING OPERATIONAL
& TECHNOLOGY RISK
IMPACT ON
BOTTOM LINECost is reduced
dramatically as the RPA
tool takes care of the
repetitive clerical tasks
thus saving precious time
and resources while human
resources can focus on the
work that creates more
value.
RPA implementation leads
to more accuracy
eliminating errors that are
caused by manual clerical
processes.
RPA enhances processes
allowing 100% accuracy
and 24/7 execution
reducing total turnaround
time for all business
processes.

7. BENEFITS OF RPA
SEAMLESS INTEGRATION
RPA has come as a boon with
its capability to connect and
work hand-in-hand with
different discrete systems.
TRANSPARENCY
RPA leads to transparency
in any industry with known
and unknown manual
errors hampering both
management decisions and
operational performance.
REVENUE INCREASE
RPA helps organizations to
automate various
processes and leads to
reduced operational
expenditure (OPEX).
REGULATORY
COMPLIANCE
Robotic Automation
technologies support and
enable all compliance
regulation processes, with
detailed and error free
auditing.

8. OUR RPA CAPABILITIES
OUR PARTNERS

9. GREYSOFT RPA SKILLS & ANALYSIS
GREYSOFT POC & SUCCESS
RATE
GREYSOFT
PROJECTS
DATA MASSAGING
CAPABILITIES
DEVELOPMENT TIME
ASSESSMENT
SOFTOMOTIVE –
WINAUTOMATION
& PROCESSROBOT
Yes for Multi-National Bank - Excellent
Very fast & Excellent. 1 process
can be completed in 1 day.
UIPATH - - Excellent
Very fast & Excellent. 1 process
can be completed in 1 day.
WORKFUSION
Yes for Multi-National Financial
Institution
Yes for Multi-
National Financial
Institution
Good
Fast. 1 process can be completed
in 2 days

10. BUG
FIXING
CHANGE
REQUEST
DEVELOPMENT
FEATURES SUPPORTED ROBOT DEPLOYMENT
SOFTOMOTIVE –
WINAUTOMATION
& PROCESSROBOT
Quick &
very easy
Very easy
Desktop Automation, Web Automation,
Robot Designer, Macro Recorder,
Scheduler, Form Designer, Email, Excel,
Files & folder, FTP automation, Add-ons
integration, PDF, Error Handling
EXE/Robot can be built and distributed
on client machine, does not require any
additional files to be installed except Dot
net framework.
UIPATH
Quick &
very easy
Very easy
Desktop Automation, Web Automation,
Recorder, Scheduler, Email, Excel, Files
& folder, FTP automation, Error
Handling, PDF, OCR
Processes can be built and run inside
UIPath studio that also needs to be
installed on server.
WORKFUSION
Quick &
easy
Easy
Desktop Automation, Web Automation,
Recorder, Scheduler, Email, Excel, Files
& folder, FTP automation, Error Handling
Processes can be built and run inside
Workfusion RPA that also needs to be
installed on server.
GREYSOFT RPA SKILLS & ANALYSIS

11. GREYSOFT CASE STUDIES 01
Client: Fortune 500 Financial Institution
RESULTS:
• REDUCED TAT
• ZERO ERRORS
• HIGH ACCURACY
• SAVED MANHOURS
BANKS
FINAL FILES
MOVED TO
MULTIPLE
DESTINATION
FOLDERS
FINANCIALCOMPANY
OPERATIONSTEAM
DOWNLOADS BANK
STATEMENTSFROM 4
DIFFERENTBANK PORTALS
BY LOGIN INTO HUNDREDS
OF TIMES DAILY
MANUAL DATA
MASSAGINGON THE
FILES PERFORMEDBY
ANOTHERTEAM
FINAL FILES ARE
FINALLY PICKED BY
THE IN-HOUSECORE
APPLICATION FOR
AUDITING
WORKFUSION ROBOTS
DOWNLOAD BANK STATEMENTS
FROM 4 BANK PORTALS IN CSV
FORMAT BY AUTONOMOUSLY
LOGIN INTO HUNDREDSOF
TIMES DAILY
ROBOT INVOKES A
CUSTOMIZEDAPPLICATION
SPECIFICALLYDESIGNEDTO
PERFORM DATA
MASSAGINGON THEFILES.
DOTNET APP
TEAM 1 TEAM 2
CORE APP

12. GREYSOFT CASE STUDIES 02
Client: Fortune 500 Financial Institution
RESULTS:
• AUTOMATING PDF
DOWNLOADING
• EXCEL SHEET WITH
PASS AND FAIL
FLAGS
ROBOT WAS
DESIGNED THAT
COULD LOGIN INTO
VAHAN WEBSITE
WITH NECESSARY
CREDENTIALS
VAHAN WEBSITE
ROBOT
FINAL EXCEL
AFTER LOGIN THE ROBOT
FEEDS THE ENGINENUMBER
AND CHASSIS NUMBEROF
THE VEHICLEINTO THE
“SEARCH BOX” OF THE
WEBSITEAND PROCEEDS
WITH THESEARCH
SEARCH WEBSITE
FOR 1 MILLION
CUSTOMERS
IF RESULT IS FOUND
FOR SEARCHEDDATA
THEN ROBOT CLICKS
ON THE RESULTS TO
OPEN THEPDF
VEHICLE FOUND
IF SEARCH RESULTS IN “NO
CUSTOMERDATA” THENROBOT
AUTOMATICALLY UPDATES THE
FINAL EXCEL SHEET AS “NO
VEHICLEFOUND FOR
CUSTOMER” AND SAVES
SCREENSHOT OF THE WEBPAGE
VEHICLE NOT FOUND
ROBOT OPENS THE PDF
TO READ THEDATA AND
INSERTSTHE DATA INTO
THE FINAL EXCEL SHEET
WITH FLAG INDICATORAS
“SUCCESSFULLY
DOWNLOADED”
PDF READ

13. GREYSOFT CASE STUDIES 03
Client: India’s Largest Asset Management Company
(Mutual Funds)
RESULTS:
• EXCEL SHEET WITH
UPDATED RATING
• HELPS DECISION
MAKERS
ROBOTS WERE
TRIGGERED THAT
COULD GO TO
MULTIPLE CORPORATE
RATINGWEBSITES
SIMULTANEOUSLY
RATING WEBSITES
ROBOTS
FINAL EXCEL
EACH ROBOT SEARCHES
THE WEBSITESONE-BY-
ONE EXTENSIVELYFOR
THE NAMEOF THE
COMPANY(WHICH HAS
BEEN TAKEN FROM THE
“MAIN EXCEL SHEET”)
SEARCH WEBSITES
EXTENSIVELY AFTER FINDINGTHE
“COMPANYNAME”
ROBOT CLICKS ON
THE LINK TO OPEN
THE PAGE AND READ
THE RATINGSOF THE
COMPANYFOR THE
PARTICULAR MONTH
RATINGS FOUND
IF THEREIS NO RATING
FOR THECOMPANYTHEN
ROBOT AUTOMATICALLY
UPDATES THE FINAL
EXCEL SHEET WITH “NO
RATINGS FOUND” FOR
THE PARTICULAR
COMPANY
NO RATINGS FOUND
IF RATINGS ARE FOUND
THEN ROBOT INSERTS
THE COMPANYRATINGS
INTO THE FINAL EXCEL
SHEET WITH FLAG
INDICATORAS
“SUCCESSFULLY
UPDATED
READS WEBPAGE
DECISION MAKERS USE
THIS “AUTOMATICALLY
UPDATED EXCEL FILE”
TO MAKE IMPORTANT
DECISIONSABOUT
INVESTMENTS
UPDATED EXCEL FOR
DECISION MAKERS

14. Contact Us
Offices:
Sales & Development:
602, T-Square,Saki Vihar Road, Powai, Andheri (East),
Mumbai 400072, Maharashtra State, India
Mobile & Digital:
306, Solaris 2, Saki Vihar Road, Opp. Sanofi Pharma,
Off. JVLR, Powai, Andheri East, Mumbai 400072,
Maharashtra State, India
Get In Touch:
+91-22-28474007 / 40054007 / 65074007
info@greysoft.in, sales@greysoft.in
Quick Contact
Vishal Raina
+91 9890331888
vishal.raina@greysoft.in