This document discusses how to introduce robots into the workplace to automate repetitive tasks. It provides examples of processes that are good fits for robotization, such as standardized tasks with high volumes of data entry. The document advises communicating to employees that robots will help automate boring tasks so people can focus on more engaging work. It also stresses the importance of testing and maintaining robots to ensure they continue functioning properly. Case studies show how robots were introduced at specific companies to handle tasks like loan data calculations and payments processing.

1. Robots at our office – how to make them useful?
Mariusz Pultyn, CTO, Digital Teammates
Konrad Jakubiec, COO/CFO Digital Teammates
ABSL Webinar, 24.01.2019

2. WORKING TECHNOLOGY
Who we are ?
Our mission
We automate boredom at work
Mariusz Pultyn, CTO Konrad Jakubiec, COO/CFO
Our vision
Work at which people can more and have to
less

3. WORKING TECHNOLOGY
Context: what is RPA (Robotic Process
Automation)?
Configurations that automate manual repetetive
tasks
Virtual robots that integrate with existing
software
Replication of desktop
activities
Driven by rules and logic
Increase in quality and cost efficiency of back-office
operations

4. WORKING TECHNOLOGY
How to find robotic potential ?
What processes are fit for
robotization ?
 Standardized, documented and stable
 Volume fluctuations
 Input data are digitized
 Significant amount of repetitive manual labour
 Automated system is relatively stable
 Human error prone
 Human multitasking required

5. WORKING TECHNOLOGY
How to deal with humans ?
How to communicate with the team that
robots will join them soon ?
 Repeat the cycle
 Tell the truth
 Explain why robot is a teammate
 Find tasks people hate to do
 Find tasks people are good at and robots are not
 Introduce robots fast
 Reallocate work to adapt to cooperation

6. WORKING TECHNOLOGY
What does maintenance of robots look like?
It’s all about automation
 Never use shortcuts
 Software engineering principles applied
 Robo Shepherd, not a Robo Developer
 Robots must be tested by other robots
 Optimize for a maintenance, not a
development

7. Case study – the future of the modern workplace
WORKING TECHNOLOGY
• Accurate
• Scalable
• Efficient
• Inexpensive
60 FTEs
Robots
+
100 FTEs
4 Teams 3 Teams
Payments 1. Data input
Monitoring 2. Data validation
Customer requests
3. Documents creation based
on templates

8. Case study – mBank processes examples
WORKING TECHNOLOGY
Client mBank
Process
name
Standing orders handling
Process
description
Based on client’s order, funds on the accounts
have to be transfer few times a day to other
accounts based on various rules. We deliver
around 6000 transactions per month.
Main
challenges
Volumes in this process increased 4 Times
within half a year.
Robotic
Solution
Robots read data from Excel file and rewrite
them to corporate banking application to make a
transfer.
Applications
used
Excel, Globus (corporate banking application)
Client mBank
Process
name
Insurance policy handling
Process
description
Verifying documents received from clients
(scans) with their credit agreements and
entering data from insurance policies into
the application. After verification is done,
system automatically rewrites data into
other application.
Main
challenges
The data comparison is very error prone for
employees and about 50% of received data
entry is incorrect.
Robotic
Solution
Reads all data from one application and
compare it with the other. If there’s
anything out of order – robot completes
the gaps
Applications
used
mService (retail banking credit application), AFT
(retail banking application)
Client mBank
Process
name
Credit certificates generation
Process
description
Based on client’s request, an employee
generates an opinion about indicated
credit. In order to do that he has to
locate needed data in one of the
applications and generate the document.
Main
challenges
Process requires using few applications
and handling a lot of data – it is error
prone for humans.
Robotic
Solution
Robots are logging into applications and
copying required data, then they paste it
to the Word template to generate the
certificate which is then filed to retail
banking app.
Applications
used
Word, mService (retail banking credit
application), AFT, UniFlow (retail banking

9. WORKING TECHNOLOGY
Case study – How did we introduce robots to the
team ?
 Do we need robots?
 Which business model?
 How to engage employees?
 Where to start?
 What’s next?

10. WORKING TECHNOLOGY
Case study – IPF Digital Processes Examples
Client IPF Digital
Process
name
Loan data calculation
Process
description
Calculation of loan repayment schedule, based
on parimeters gathered in CRM application.
Main
challenges
Complex logic behind model calculating the
repayment schedule.
Robotic
Solution
Robot logs to SalesForce, finds dedicated report
with applications ready for loan data calculation.
It gathers the data form SF and starts excel
macro that counts the data. Then it inputs the
data for the application.
Applications
used
SalesForce, Excel Macro
Client IPF Digital
Process
name
Payouts sending
Process
description
Robot processes all the required steps in
SalesForce in order to send loan payouts to
customers that have completed their application.
Main
challenges
Creation of a robot that would mimic almost real
time operations by logging in frequently and
checking for new payouts to process.
Robotic
Solution
Robot logs to SalesForce, finds dedicated
report, marks all items and starts send
operation. After that it checks the status and
reports the result.
Applications
used
SalesForce

11. WORKING TECHNOLOGY
Thank you.
We’d love to answer your
questions
Mariusz.Pultyn@dtmates.com
Tel. +48 606 779 318
Konrad.Jakubiec@dtmates.com
Tel. 510 292 991