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Rpa ai automation webinar by new, cfgi, ui path 11 82018

The document discusses the importance of robotic process automation (RPA) in enhancing efficiency and cost-effectiveness in finance by automating repetitive tasks. It highlights the capabilities of RPA technologies, including their integration with AI and other systems, and emphasizes the need for organizations to view automation as a journey that maximizes productivity and minimizes errors. Furthermore, it outlines strategies for successful RPA implementation, including process selection and stakeholder engagement.

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1 Aim Big, Start Small, Scale Fast Scaling automation with speed and agility Enabling the benefits on a global scale
2 AGENDA Introduction Presenters Your automation journey How to realize the sought after effects utilizing RPA (NEW) Automating intelligently in finance What trends do we see in the market? (CFGI) The future of automation Where are we heading? UiPath’s perspective (UiPath ) Wrap up Automation in Finance with Robotics Process Automation (RPA) Be in Control and Realize Cost Efficiency
3 Global automation pure-play founded in 2016, and based on more than 5 years of experience within the RPA space 01 We provide managed services, as well as, management and IT consulting services covering all aspects of our clients’ automation journey 02 Our current technologies include RPA, AI / machine learning, chatbots, NLP, IoT, and Blockchain 03 Eco-system of world leading softwares such as UiPath, boost.ai, Microsoft and Nuance (NLP/chatbots) 04 NEW Innovation Management Managed Services, Technology, & Consulting NEW’s framework has supported several of Europes largest companies in establishing their global RPAand AI capabilities, both on-premise and as managed services NEW is the Official Training Partner to UiPath
44 Software that performs rule-based tasks currently performed by humans RPA works in the user interfaces – just like a human. It can be thought of as an application-independent macro Because RPA is built on top of the existing IT infrastructure, there is no need for new IT systems or interfaces. It is similar to on-boarding a new employee Robotic Process Automation (RPA) Artificial Intelligence (AI) Software modules that can make highly complex independent decisions AI uses unstructured data (e.g. languages) or data- rich environments (e.g. databases and data-lakes) AI can be part of existing solutions (e.g. SAP Hana) or can be offered by focused AI providers (e.g. Nuance, Microsoft) Automation What Exactly is Robotics and Artificial Intelligence? I can do your repetitive mundane tasks for you I can learn in order to help you make better decisions
55 Direct access to all systems RPA can automatically read and write all systems (Desktop apps, databases, ERPs, custom apps, Citrix, … …) Built ‘on-top’ of existing infrastructure – no need for new systems RPA can easily interact across existing legacy systems – in fact, it can even link them easily Pragmatic and low-cost implementation RPA robots can be installed and trained in only 3-4 weeks and need minimal investment (<$20k) Fast execution of tasks and adapts to changes easily RPA robots can be easily retrained to accommodate changes in environment and quickly work again with full speed The RPA technology has some strong features Value proposition of RPA technology
6 RPA is Part of a Larger Automation Journey The Automation Journey Goes Beyond RPA “The first rule of technology used in a business is that automation applied to an efficient operation will magnify the efficiency.” – Bill Gates Effectiveness = QAAA Quality of the implementation Awareness of the initiative by the people in the organization Acceptance of the initiative by process owners Accountable for the initiative by the leaders and process owners “Better, Faster, Cheaper, Smarter” Faster accurate processing and able to meet growth demands. Intelligent Automation Efficient – doing same with less doing more with same - Productive Be Efficient and Effective
7 A mid-table fortune 1000 organization with around $20B revenue & 50,000 employees, automating 20% of estimated addressable activity through RPA could result in over $20M of bottom line impact each year – Deloitte Global RPA Survey 86 % Productivity Expectations Met 92 % Improved Compliance Met 90 % Accuracy Met 59 % Cost Reduction Met 53 % RPA Journey Already Started Advantage of Bots Helping the Workforce Humans augmented with Bots are more effective Bots for Speed, Accuracy, & Risk Management During M&A, FP&A, Monthly Closing etc. Whenever a new process and/or new software is introduced, chance of mistakes by the workers rise. Bots can help to minimize these mistakes and shorten the learning curve. Mistake Proof = Less Rework Let the Bots handle the mundane repetitive tasks and have the employees focus on value adding strategic work to grow the business. Happy & Productive People = Employee Retention Errors from manual work are eliminated. Customers are not complaining freeing up more time for the employees to engage and build positive relationship with the customers. Consistency = Cost Efficiency & Happy Customers Bots can fetch and display data from multiple sources at tremendous speed all day long to support current customers and scale rapidly to support new customers. Faster Service = More Customers & Stay in Control Deloitte Global RPA Survey
88 Developed robot that accesses systems and creates invoices based on construction progress Invoice data needs to be collected from various construction sites in different systems – complexity from manual invoice generation and changing construction timeline “what should be invoiced?” Sped-up invoicing for better working capital management, introduced control, and reduced manual labor by 70% Finance Project: Invoice and Control Actions Starting point Impact
9 POC Processes in production >10 Build change readiness in the organization, establish infrastructure, and set the baseline to scale with a robust governance and operating model Effort/AddedValue Explore the technical feasibility and value of an RPA solution Pilot RPA Project RPA Portfolio Align to existing procedures and processes to make RPA an integral part of the every day operations and continuous improvements Establish RPA organization, anchor governance and operating model. Scale automation across business units and functions Explore Adopt Industrialize Institutionalize 2-102-30 RPA Maturity Value of RPA Technology
11 RPA Project’s Success Factors • View it as a business change project with the character of IT projects, but working closely with the business • Ensure there are internal resources that can and will drive the project forward, and give the project members time to work • Visualize roles and responsibilities within the organization at an early stage. What changes within the organization that will emerge when you start your automation journey and how the organization will develop when scaling up • Ensure good communication and information of the RPA-project within the organization. Use Visual Management tools (show what we do instead of talking about it) • Work with project planning in sprints to ensure ongoing deliveries in smaller parts. It gives good transparency to sponsors, stakeholders and clients, as well as, it signals a project that delivers • Confirm project requirements, goals, & deliveries and communicate this to all stakeholders (internally as well as externally) • Establish an IT strategy on how to start up with automation and how to scale the environment as more robots are added • Continuously improve processes to ensure the best possible automation capabilities are embedded • Choose processes wisely based on automation goals
12 Leadership Team Your Trusted Partners
13 Sebastian Toro Sebastian@new-innovation.com CEO & Co-Founder COO Bob Fitzpatrick bob.fitzpatrick@new-innovation.com
14
15 Automating intelligently in Finance About CFGI TEAM OF HIGHLY SKILLED PROFESSIONALS Uniquely positioned as both certified IPA developers and qualified accountants with significant controls and process experience COST EFFECTIVE VALUE PROPOSITION Our clients receive the highest level of robotic process automation talent available in the marketplace PROJECT MANAGEMENT Core offerings revolve around project management and we can manage the coordination of your robotics project. FLEXIBLE SERVICE MODEL In today's rapidly accelerating digital future our flexible service model enables us to align the appropriate level of resource for each client need. CFGI is a highly specialized consulting firm assisting the Office of the CFO through its RPA journey CFGI is an RPA vendor partner, able to provide additional demonstrations and training sessions We offer end-to-end implementations and can also help with specifics areas along your journey such as: - Ranking your top 25 business processes for their suitability to automation - Providing support for proof of concept - Delivering and developing a packaged Center of Excellence - Offering vendor, automation development and project management training - Providing ongoing maintenance, support and CoE assistance for integrated solutions
16 Process automation solutions, once a privilege of the few, is more accessible and affordable than ever Process automation is becoming a necessity within the Finance function as human error and slow processing are replaced with accurate, fast, predictable results Successful RPA implementation opens the door to further digital enhancements throughout Finance Implementing robotic process automation is an opportunity to rethink your processes Advantages of automation Automating intelligently in Finance Advantages of Automation
17 Ho is RPA goi g to ge erate ROI? Where ill I see the e efits? ROI Should I use a e dor or de elop in-house? I’ goi g to ait for other functions to test RPA, why should Fi a e e the first… There are so a e dors out there… ho do I hoose the right o e? Our IT depart e t is alread stretched, who has capacity to de elop a d support us? Implementation Automating intelligently in Finance What we’re heari g i the arket
18 Identifying the most suitable processes to automate is of the utmost importance Consider how your workforce will be impacted early The best solutions aren’t always 100% automated Your digital initiative needs to be linked to the usi ess’ overarching strategy Automation solutions in Finance are best developed by those on the front line, who know your processes Automating intelligently in Finance Tips for successful automation
19 Accounts receivable • Generate and validating invoices • Applying cash to outstanding balances Analyzing and processing disputes • Creating reports (eg. Accounts receivable aging, credit holds) Accounts payable • Entering non-EDI invoices • Performing 2- and/or 3-way invoice matches • Processing expense-approval requests • Completing audits (eg. Duplicate supplier payments) Accounting • Automating complex journal entries • Preparation of financial statements • Performing and documenting account reconciliations • Calculating and applying allocations • Maintaining fixed-asset accounts Other • Assisting user access and segregation duty reviews for SOX IT systems • Preparing external-reporting templates • Conducting transaction audits of high-risk areas • Preparing wire-transfer requests Payroll • Flagging time-sheet errors and omissions • Auditing reported hours against schedule • Calculating deductions • Harmonizing data across multiple time-keeping systems FP&A • Building standard management reports Consolidating and validating budget and forecast inputs • Gathering and cleaning data for analysts Automating intelligently in Finance Where do we see RPA within the Finance Function? Source: McKinsey&Company
20 Andres Garzon – Partner Andres has over 15 years of experience providing accounting, management advisory, and transaction services to public and private companies of all sizes across multiple industries. His expertise and advice is sought by public and private companies especially in the financial services space where Andres is an accomplished thought leader. Andres has led numerous engagement teams through complex accounting and operational issues. Andres’ expertise originates from his experience consulting and advising companies in industries such as Banking, Insurance, Specialty Finance, Asset Management, High Tech, and Manufacturing. Andrew Allison – Senior Manager Andrew is a Senior Manager with CFGI, providing accounting and advisory solutions to his clients, with a focus on the financial services industry. Andrew is a certified robotics process automation developer having gained the certification with UIPath, the leading RPA software provider. He has conducted several end-to-end automation projects within various business functions, involving understanding the current process, identifying areas best suited for automation and designing efficient and robust solutions in line with the specifications. Additionally, Andrew has substantial experience advising his clients through complex accounting matters and has operational interim management experience having undertaken project-specific and controller support roles. Amr Hafez – Senior Manager, Enterprise Risk Advisory A r is a Se ior Ma ager ith CFGI’s Risk Ad isor Ser i es group, spe ializi g i E terprise Risk Ma age e t. Amr also provides internal control design, implementation, and testing services to clients across the biomedical, financial, and regenerative energy industries. Previously, Amr was responsible for establishing a formal operational risk data aggregation program and spearheaded an initiative to integrate the issue management framework with risk and control self-assessment, scenario analysis, and loss data results. This also included developing a KRI/KPI program to link operational performance to the a k’s strategi dire tio . Prior to his risk management experience, Amr managed Internal Audit teams at multiple financial institutions over 15 years. Daniel Shafrir – Senior Manager, IT Risk Advisory Daniel is a Senior Manager with CFGI, bringing a decade of technology audit, risk management, and process improvement experience. Prior to joining CFGI, Da iel ser ed as the IT Audit Su je t Matter E pert i P C’s Natio al Offi e, a d has o sulted o a d helped uild out PwC’s approa h to Ro oti s Process Automation and its intersection with the external audit. Daniel has led IT SOX, SOC 1, SOC 2, Compliance and External Audit engagements with dozens of clients in a variety of industries, from Fortune 500 to small private companies. Daniel has authored a number of publications, including The Evolution of the IT Audit in an Age of Technology for CFGI Insights. Automating intelligently in Finance Our team
N O V E M B E R 7 , 2 0 1 8 Webinar Boris Krumrey Chief Robotics Officer AccelerateDigitalOpswith RPAandAI
2 True Enterprise RPA First automation libraries for developers worldwide Desktop Automation product for Enterprise RPA Enterprise RPA Partnerships with global BPO & Consulting Firms Global offices / 100 people / 100+ enterprise customers 2005 2013 2015 2016 Entered Japan. Launched Academy. Series A. 700 customers/ 550 people / 100,000 Community FIRST ROBOTIC AUTOMATION COMPUTER VISION 2017 CATEGORY LEADER EARLY GROWTH GROWTH GLOBAL EXPANSION 2018
UiPath Early Breakthroughs Computer Vision “Drag and Drop” Easy-to-Use Designer • Perfectly emulates human worker repetitive tasks through the User Interface • Acts as the hands and eyes… not the brain • No coffee breaks • Built-in recorder • Sequences support linear processes • Use Flowcharts for complex business logic • State machines support very complex processes True Enterprise RPA
True Enterprise RPA UiPath Robots UiPath Orchestrator UiPath Studio Digitize your process Manage and secure EXECUTE MONITOR DEPLOY The UiPath Enterprise RPA Platform Big Scale Deploy and scale Your business processes and workflows Your digital workforce Your attended and unattended robots Executed with 100% accuracy
5 True Enterprise RPATrue Enterprise RPA UiPathEnterpriseCustomerGrowth 78% Meet or Exceed RPA Expectations In First 6 Months Success Always take the Better Path 33 45 59 98 145 235 397 704 1110 1521 2030 2500 0 500 1000 1500 2000 2500 3000 Q1 2016 Q2 2016 Q3 21016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018
6 True Enterprise RPA World’s Largest RPA Implementation E N T E R P R I S E R P A S T O R I E S – H Y B R I D R P A 1,500Targeted workload equivalent 200+Operations Automated 5 SIsAccenture, EY, Deloitte, IBM, and PwC ¥50BCost reduction by 2020 3MHours create by 2020 (Over 1 Million today) Customer: SMBC Bank, Japan Implementation Time: 5 months • Compliance and risk operations • Information gathering processes used to enhance sales and planning capabilities • Support branch operations • Routine Operation Center processes • Other high volume routine operations within the Headquarter departments
7 True Enterprise RPATrue Enterprise RPA StartingpointofRoboticProcess Automation Will RPA become part of the legacy Enterprise System Landscape? Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATIONS • COST • PRODUCTIVITY • CAPACITY • QUALITY • CONTINUITY • COMPLIANCE • INNOVATION
8 True Enterprise RPATrue Enterprise RPA RoboticProcessAutomationforthe Enterprise RPA has evolved to an Enterprise Operating Platform including CoE Methods and Governance Models Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATION MANAGEMENT PLATFORM Operating Model • Governance • CoE Procedurees • CoE Organisation • Methods & Trainings • Service Management RPA Mgt. Platform • RPA/RDA • Hybrid-Cloud • Process Mgt. • Monitoring • Analytics • Work Queues • Security Mgt. • Version Control • Config. Mgt.
9 True Enterprise RPATrue Enterprise RPA “ Gartner, “Develop 3 Levels of Service for Your Center of Expertise to Scale DigitalOps and Robotic Process Automation”, 23 August 2018 AutomationiskeyforDigitalOperations *) see Gartner, “DigitalOps Helps Connect Business Models to the Digital Business Platform” DigitalOps includes business process management (BPM) decision modeling and machine learning *. [...] combining RPA with lightweight BPM tools and decision modeling capabilities enables firms to dramatically transform processes while leveraging existing investments in technology. That combination also enables organizations to rapidly evolve their technology infrastructures and apply machine learning where needed. Process mining also comes into this picture by helping identify actual work patterns. These scenarios highlight the need for DigitalOps as an umbrella framework to align and coordinate across different technologies rather than focusing on a single technological approach such as RPA
10 True Enterprise RPATrue Enterprise RPA Robots are Learning Skills To Emulate Humans To Augment Humans Visual Understanding Rules-Based Action Document Understanding Conversational Understanding Predictive Analytics/Decisions Self- Maintaining Process Monitoring and Discovery
12 True Enterprise RPA UiPath Intelligent OCR Integrated Solutions • Our open integration approach supports multiple Technologies at Enterprise scale High High Low Format Variety Extraction Complexity 1 OCR + RPA (Google, Microsoft, ABBYY) 4 4 RPA + OCR + Multiple Machine Learning & Deep Learning embedded Technologies 3 3 RPA + OCR Platform Template-based with Machine Learning classification RPA + OCR Platform Template-based 2 2 1 Path to AI
13 True Enterprise RPA Machine Learning Model Classification UiPath RPA Machine Learning Model Identification Machine Learning Model Prediction What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA Model embedded in UiPath RPA Code Machine Learning Model Prediction UiPathRPAMachineLearningSkills
14 True Enterprise RPA UiPath RPA Machine Learning Model Prediction What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA Model embedded in UiPath RPA Code Machine Learning Model Prediction EmbeddedNLPandMachineLearningSkills NLP Token Logic Classification NLP Token data extraction Identification
15 True Enterprise RPA UiPath RPA What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA EmbeddedNLPandDeepLearningSkills NLP Token Logic Classification NLP Token data extraction Identification Deep Learning Model Prediction AI Computing Platform
16 True Enterprise RPA UiPath Assisted Automation What is it? Who is it? Is the person likely to default a loan? Process Monitoring and Unstructured Data e.g. Apps, Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA AssistedAutomationandDeepLearningSkills NLP Token Logic Classification NLP Token data extraction Identification Deep Learning Model Prediction AI Computing Platform
17 True Enterprise RPA Datarobot Demo
18 True Enterprise RPA Virtual Assistants and Chatbot Integrations • UiPath enables automation fulfilment for leading Virtual Assistants Platforms UiPath Connector Voice/Chat User Interface Operation Automatic Data Entry of Standard Orders or Services RPA Platform Dialogflow.com Application Server Cognitive Assistant Platform Path to AI Collect and built new knowledge
19 True Enterprise RPA Google Assistant Demo • Simple example how Google Dialogflow and UiPath RPA works together Path to AI
20 True Enterprise RPATrue Enterprise RPA ProcessMiningandGenerationofProcess AutomationsunderHumanSupervision • SAP • Excelsheets • ServiceNow • Oracle • Microsoft Dynamics • etc Process Mining Database Desktop user UiPath Process Recording Process Process Mining Mapping Identification of repeatable tasks Generate UiPath RPA Code Skeleton
21 True Enterprise RPA Open and Free Collaboration Share Automations freely on UiPath Go! Speed implementations by 80% Get new ideas by industry, technology (ie., SAP) and Domain (ie., HR)
22 True Enterprise RPA ECOSYSTEMOFENABLINGDIGITALOPSTECHNOLOGIES
23 True Enterprise RPATrue Enterprise RPA RoboticProcessAutomationwillbe theplatformforDigitalOperations Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATION MANAGEMENT PLATFORM Operating Model • Governance • CoE Procedurees • CoE Organisation • Methods & Trainings • Service Management RPA Mgt. Platform • RPA/RDA • Hybrid-Cloud • Process Mgt. • Monitoring • Analytics • Work Queues • Security Mgt. • Version Control • Config. Mgt. UiPath Open Platform is a umbrella framework combining • RPA, • BPM tools and decision modeling capabilities • applied machine learning where needed and • Process [Monitoring &] Mining to identify actual work patterns
N O V E M B E R 0 7 , 2 0 1 8 Thank You @bpkrumrey Boris.Krumrey@uipath.com AccelerateDigitalOpswith RPAandAI

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Rpa ai automation webinar by new, cfgi, ui path 11 82018

  • 1.
    1 Aim Big, StartSmall, Scale Fast Scaling automation with speed and agility Enabling the benefits on a global scale
  • 2.
    2 AGENDA Introduction Presenters Your automation journey Howto realize the sought after effects utilizing RPA (NEW) Automating intelligently in finance What trends do we see in the market? (CFGI) The future of automation Where are we heading? UiPath’s perspective (UiPath ) Wrap up Automation in Finance with Robotics Process Automation (RPA) Be in Control and Realize Cost Efficiency
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    3 Global automation pure-play founded in2016, and based on more than 5 years of experience within the RPA space 01 We provide managed services, as well as, management and IT consulting services covering all aspects of our clients’ automation journey 02 Our current technologies include RPA, AI / machine learning, chatbots, NLP, IoT, and Blockchain 03 Eco-system of world leading softwares such as UiPath, boost.ai, Microsoft and Nuance (NLP/chatbots) 04 NEW Innovation Management Managed Services, Technology, & Consulting NEW’s framework has supported several of Europes largest companies in establishing their global RPAand AI capabilities, both on-premise and as managed services NEW is the Official Training Partner to UiPath
  • 4.
    44 Software that performsrule-based tasks currently performed by humans RPA works in the user interfaces – just like a human. It can be thought of as an application-independent macro Because RPA is built on top of the existing IT infrastructure, there is no need for new IT systems or interfaces. It is similar to on-boarding a new employee Robotic Process Automation (RPA) Artificial Intelligence (AI) Software modules that can make highly complex independent decisions AI uses unstructured data (e.g. languages) or data- rich environments (e.g. databases and data-lakes) AI can be part of existing solutions (e.g. SAP Hana) or can be offered by focused AI providers (e.g. Nuance, Microsoft) Automation What Exactly is Robotics and Artificial Intelligence? I can do your repetitive mundane tasks for you I can learn in order to help you make better decisions
  • 5.
    55 Direct access toall systems RPA can automatically read and write all systems (Desktop apps, databases, ERPs, custom apps, Citrix, … …) Built ‘on-top’ of existing infrastructure – no need for new systems RPA can easily interact across existing legacy systems – in fact, it can even link them easily Pragmatic and low-cost implementation RPA robots can be installed and trained in only 3-4 weeks and need minimal investment (<$20k) Fast execution of tasks and adapts to changes easily RPA robots can be easily retrained to accommodate changes in environment and quickly work again with full speed The RPA technology has some strong features Value proposition of RPA technology
  • 6.
    6 RPA is Partof a Larger Automation Journey The Automation Journey Goes Beyond RPA “The first rule of technology used in a business is that automation applied to an efficient operation will magnify the efficiency.” – Bill Gates Effectiveness = QAAA Quality of the implementation Awareness of the initiative by the people in the organization Acceptance of the initiative by process owners Accountable for the initiative by the leaders and process owners “Better, Faster, Cheaper, Smarter” Faster accurate processing and able to meet growth demands. Intelligent Automation Efficient – doing same with less doing more with same - Productive Be Efficient and Effective
  • 7.
    7 A mid-table fortune1000 organization with around $20B revenue & 50,000 employees, automating 20% of estimated addressable activity through RPA could result in over $20M of bottom line impact each year – Deloitte Global RPA Survey 86 % Productivity Expectations Met 92 % Improved Compliance Met 90 % Accuracy Met 59 % Cost Reduction Met 53 % RPA Journey Already Started Advantage of Bots Helping the Workforce Humans augmented with Bots are more effective Bots for Speed, Accuracy, & Risk Management During M&A, FP&A, Monthly Closing etc. Whenever a new process and/or new software is introduced, chance of mistakes by the workers rise. Bots can help to minimize these mistakes and shorten the learning curve. Mistake Proof = Less Rework Let the Bots handle the mundane repetitive tasks and have the employees focus on value adding strategic work to grow the business. Happy & Productive People = Employee Retention Errors from manual work are eliminated. Customers are not complaining freeing up more time for the employees to engage and build positive relationship with the customers. Consistency = Cost Efficiency & Happy Customers Bots can fetch and display data from multiple sources at tremendous speed all day long to support current customers and scale rapidly to support new customers. Faster Service = More Customers & Stay in Control Deloitte Global RPA Survey
  • 8.
    88 Developed robot thataccesses systems and creates invoices based on construction progress Invoice data needs to be collected from various construction sites in different systems – complexity from manual invoice generation and changing construction timeline “what should be invoiced?” Sped-up invoicing for better working capital management, introduced control, and reduced manual labor by 70% Finance Project: Invoice and Control Actions Starting point Impact
  • 9.
    9 POC Processes in production >10 Buildchange readiness in the organization, establish infrastructure, and set the baseline to scale with a robust governance and operating model Effort/AddedValue Explore the technical feasibility and value of an RPA solution Pilot RPA Project RPA Portfolio Align to existing procedures and processes to make RPA an integral part of the every day operations and continuous improvements Establish RPA organization, anchor governance and operating model. Scale automation across business units and functions Explore Adopt Industrialize Institutionalize 2-102-30 RPA Maturity Value of RPA Technology
  • 10.
    11 RPA Project’s SuccessFactors • View it as a business change project with the character of IT projects, but working closely with the business • Ensure there are internal resources that can and will drive the project forward, and give the project members time to work • Visualize roles and responsibilities within the organization at an early stage. What changes within the organization that will emerge when you start your automation journey and how the organization will develop when scaling up • Ensure good communication and information of the RPA-project within the organization. Use Visual Management tools (show what we do instead of talking about it) • Work with project planning in sprints to ensure ongoing deliveries in smaller parts. It gives good transparency to sponsors, stakeholders and clients, as well as, it signals a project that delivers • Confirm project requirements, goals, & deliveries and communicate this to all stakeholders (internally as well as externally) • Establish an IT strategy on how to start up with automation and how to scale the environment as more robots are added • Continuously improve processes to ensure the best possible automation capabilities are embedded • Choose processes wisely based on automation goals
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    15 Automating intelligently inFinance About CFGI TEAM OF HIGHLY SKILLED PROFESSIONALS Uniquely positioned as both certified IPA developers and qualified accountants with significant controls and process experience COST EFFECTIVE VALUE PROPOSITION Our clients receive the highest level of robotic process automation talent available in the marketplace PROJECT MANAGEMENT Core offerings revolve around project management and we can manage the coordination of your robotics project. FLEXIBLE SERVICE MODEL In today's rapidly accelerating digital future our flexible service model enables us to align the appropriate level of resource for each client need. CFGI is a highly specialized consulting firm assisting the Office of the CFO through its RPA journey CFGI is an RPA vendor partner, able to provide additional demonstrations and training sessions We offer end-to-end implementations and can also help with specifics areas along your journey such as: - Ranking your top 25 business processes for their suitability to automation - Providing support for proof of concept - Delivering and developing a packaged Center of Excellence - Offering vendor, automation development and project management training - Providing ongoing maintenance, support and CoE assistance for integrated solutions
  • 15.
    16 Process automation solutions, oncea privilege of the few, is more accessible and affordable than ever Process automation is becoming a necessity within the Finance function as human error and slow processing are replaced with accurate, fast, predictable results Successful RPA implementation opens the door to further digital enhancements throughout Finance Implementing robotic process automation is an opportunity to rethink your processes Advantages of automation Automating intelligently in Finance Advantages of Automation
  • 16.
    17 Ho is RPAgoi g to ge erate ROI? Where ill I see the e efits? ROI Should I use a e dor or de elop in-house? I’ goi g to ait for other functions to test RPA, why should Fi a e e the first… There are so a e dors out there… ho do I hoose the right o e? Our IT depart e t is alread stretched, who has capacity to de elop a d support us? Implementation Automating intelligently in Finance What we’re heari g i the arket
  • 17.
    18 Identifying the most suitableprocesses to automate is of the utmost importance Consider how your workforce will be impacted early The best solutions aren’t always 100% automated Your digital initiative needs to be linked to the usi ess’ overarching strategy Automation solutions in Finance are best developed by those on the front line, who know your processes Automating intelligently in Finance Tips for successful automation
  • 18.
    19 Accounts receivable • Generateand validating invoices • Applying cash to outstanding balances Analyzing and processing disputes • Creating reports (eg. Accounts receivable aging, credit holds) Accounts payable • Entering non-EDI invoices • Performing 2- and/or 3-way invoice matches • Processing expense-approval requests • Completing audits (eg. Duplicate supplier payments) Accounting • Automating complex journal entries • Preparation of financial statements • Performing and documenting account reconciliations • Calculating and applying allocations • Maintaining fixed-asset accounts Other • Assisting user access and segregation duty reviews for SOX IT systems • Preparing external-reporting templates • Conducting transaction audits of high-risk areas • Preparing wire-transfer requests Payroll • Flagging time-sheet errors and omissions • Auditing reported hours against schedule • Calculating deductions • Harmonizing data across multiple time-keeping systems FP&A • Building standard management reports Consolidating and validating budget and forecast inputs • Gathering and cleaning data for analysts Automating intelligently in Finance Where do we see RPA within the Finance Function? Source: McKinsey&Company
  • 19.
    20 Andres Garzon –Partner Andres has over 15 years of experience providing accounting, management advisory, and transaction services to public and private companies of all sizes across multiple industries. His expertise and advice is sought by public and private companies especially in the financial services space where Andres is an accomplished thought leader. Andres has led numerous engagement teams through complex accounting and operational issues. Andres’ expertise originates from his experience consulting and advising companies in industries such as Banking, Insurance, Specialty Finance, Asset Management, High Tech, and Manufacturing. Andrew Allison – Senior Manager Andrew is a Senior Manager with CFGI, providing accounting and advisory solutions to his clients, with a focus on the financial services industry. Andrew is a certified robotics process automation developer having gained the certification with UIPath, the leading RPA software provider. He has conducted several end-to-end automation projects within various business functions, involving understanding the current process, identifying areas best suited for automation and designing efficient and robust solutions in line with the specifications. Additionally, Andrew has substantial experience advising his clients through complex accounting matters and has operational interim management experience having undertaken project-specific and controller support roles. Amr Hafez – Senior Manager, Enterprise Risk Advisory A r is a Se ior Ma ager ith CFGI’s Risk Ad isor Ser i es group, spe ializi g i E terprise Risk Ma age e t. Amr also provides internal control design, implementation, and testing services to clients across the biomedical, financial, and regenerative energy industries. Previously, Amr was responsible for establishing a formal operational risk data aggregation program and spearheaded an initiative to integrate the issue management framework with risk and control self-assessment, scenario analysis, and loss data results. This also included developing a KRI/KPI program to link operational performance to the a k’s strategi dire tio . Prior to his risk management experience, Amr managed Internal Audit teams at multiple financial institutions over 15 years. Daniel Shafrir – Senior Manager, IT Risk Advisory Daniel is a Senior Manager with CFGI, bringing a decade of technology audit, risk management, and process improvement experience. Prior to joining CFGI, Da iel ser ed as the IT Audit Su je t Matter E pert i P C’s Natio al Offi e, a d has o sulted o a d helped uild out PwC’s approa h to Ro oti s Process Automation and its intersection with the external audit. Daniel has led IT SOX, SOC 1, SOC 2, Compliance and External Audit engagements with dozens of clients in a variety of industries, from Fortune 500 to small private companies. Daniel has authored a number of publications, including The Evolution of the IT Audit in an Age of Technology for CFGI Insights. Automating intelligently in Finance Our team
  • 20.
    N O VE M B E R 7 , 2 0 1 8 Webinar Boris Krumrey Chief Robotics Officer AccelerateDigitalOpswith RPAandAI
  • 21.
    2 True Enterprise RPA Firstautomation libraries for developers worldwide Desktop Automation product for Enterprise RPA Enterprise RPA Partnerships with global BPO & Consulting Firms Global offices / 100 people / 100+ enterprise customers 2005 2013 2015 2016 Entered Japan. Launched Academy. Series A. 700 customers/ 550 people / 100,000 Community FIRST ROBOTIC AUTOMATION COMPUTER VISION 2017 CATEGORY LEADER EARLY GROWTH GROWTH GLOBAL EXPANSION 2018
  • 22.
    UiPath Early Breakthroughs ComputerVision “Drag and Drop” Easy-to-Use Designer • Perfectly emulates human worker repetitive tasks through the User Interface • Acts as the hands and eyes… not the brain • No coffee breaks • Built-in recorder • Sequences support linear processes • Use Flowcharts for complex business logic • State machines support very complex processes True Enterprise RPA
  • 23.
    True Enterprise RPA UiPath Robots UiPath Orchestrator UiPath Studio Digitizeyour process Manage and secure EXECUTE MONITOR DEPLOY The UiPath Enterprise RPA Platform Big Scale Deploy and scale Your business processes and workflows Your digital workforce Your attended and unattended robots Executed with 100% accuracy
  • 24.
    5 True Enterprise RPATrueEnterprise RPA UiPathEnterpriseCustomerGrowth 78% Meet or Exceed RPA Expectations In First 6 Months Success Always take the Better Path 33 45 59 98 145 235 397 704 1110 1521 2030 2500 0 500 1000 1500 2000 2500 3000 Q1 2016 Q2 2016 Q3 21016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018
  • 25.
    6 True Enterprise RPA World’sLargest RPA Implementation E N T E R P R I S E R P A S T O R I E S – H Y B R I D R P A 1,500Targeted workload equivalent 200+Operations Automated 5 SIsAccenture, EY, Deloitte, IBM, and PwC ¥50BCost reduction by 2020 3MHours create by 2020 (Over 1 Million today) Customer: SMBC Bank, Japan Implementation Time: 5 months • Compliance and risk operations • Information gathering processes used to enhance sales and planning capabilities • Support branch operations • Routine Operation Center processes • Other high volume routine operations within the Headquarter departments
  • 26.
    7 True Enterprise RPATrueEnterprise RPA StartingpointofRoboticProcess Automation Will RPA become part of the legacy Enterprise System Landscape? Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATIONS • COST • PRODUCTIVITY • CAPACITY • QUALITY • CONTINUITY • COMPLIANCE • INNOVATION
  • 27.
    8 True Enterprise RPATrueEnterprise RPA RoboticProcessAutomationforthe Enterprise RPA has evolved to an Enterprise Operating Platform including CoE Methods and Governance Models Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATION MANAGEMENT PLATFORM Operating Model • Governance • CoE Procedurees • CoE Organisation • Methods & Trainings • Service Management RPA Mgt. Platform • RPA/RDA • Hybrid-Cloud • Process Mgt. • Monitoring • Analytics • Work Queues • Security Mgt. • Version Control • Config. Mgt.
  • 28.
    9 True Enterprise RPATrueEnterprise RPA “ Gartner, “Develop 3 Levels of Service for Your Center of Expertise to Scale DigitalOps and Robotic Process Automation”, 23 August 2018 AutomationiskeyforDigitalOperations *) see Gartner, “DigitalOps Helps Connect Business Models to the Digital Business Platform” DigitalOps includes business process management (BPM) decision modeling and machine learning *. [...] combining RPA with lightweight BPM tools and decision modeling capabilities enables firms to dramatically transform processes while leveraging existing investments in technology. That combination also enables organizations to rapidly evolve their technology infrastructures and apply machine learning where needed. Process mining also comes into this picture by helping identify actual work patterns. These scenarios highlight the need for DigitalOps as an umbrella framework to align and coordinate across different technologies rather than focusing on a single technological approach such as RPA
  • 29.
    10 True Enterprise RPATrueEnterprise RPA Robots are Learning Skills To Emulate Humans To Augment Humans Visual Understanding Rules-Based Action Document Understanding Conversational Understanding Predictive Analytics/Decisions Self- Maintaining Process Monitoring and Discovery
  • 30.
    12 True Enterprise RPA UiPathIntelligent OCR Integrated Solutions • Our open integration approach supports multiple Technologies at Enterprise scale High High Low Format Variety Extraction Complexity 1 OCR + RPA (Google, Microsoft, ABBYY) 4 4 RPA + OCR + Multiple Machine Learning & Deep Learning embedded Technologies 3 3 RPA + OCR Platform Template-based with Machine Learning classification RPA + OCR Platform Template-based 2 2 1 Path to AI
  • 31.
    13 True Enterprise RPA Machine LearningModel Classification UiPath RPA Machine Learning Model Identification Machine Learning Model Prediction What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA Model embedded in UiPath RPA Code Machine Learning Model Prediction UiPathRPAMachineLearningSkills
  • 32.
    14 True Enterprise RPA UiPathRPA Machine Learning Model Prediction What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA Model embedded in UiPath RPA Code Machine Learning Model Prediction EmbeddedNLPandMachineLearningSkills NLP Token Logic Classification NLP Token data extraction Identification
  • 33.
    15 True Enterprise RPA UiPathRPA What is it? Who is it? Is the person likely to default a loan? Unstructured Data e.g. Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA EmbeddedNLPandDeepLearningSkills NLP Token Logic Classification NLP Token data extraction Identification Deep Learning Model Prediction AI Computing Platform
  • 34.
    16 True Enterprise RPA UiPathAssisted Automation What is it? Who is it? Is the person likely to default a loan? Process Monitoring and Unstructured Data e.g. Apps, Emails, Documents Structured Data INPUT / OUTPUT FEEDBACK & RETRAINING DOMAIN SPECIFIC AND CUSTOM-BUILT UiPath RPA AssistedAutomationandDeepLearningSkills NLP Token Logic Classification NLP Token data extraction Identification Deep Learning Model Prediction AI Computing Platform
  • 35.
  • 36.
    18 True Enterprise RPA VirtualAssistants and Chatbot Integrations • UiPath enables automation fulfilment for leading Virtual Assistants Platforms UiPath Connector Voice/Chat User Interface Operation Automatic Data Entry of Standard Orders or Services RPA Platform Dialogflow.com Application Server Cognitive Assistant Platform Path to AI Collect and built new knowledge
  • 37.
    19 True Enterprise RPA GoogleAssistant Demo • Simple example how Google Dialogflow and UiPath RPA works together Path to AI
  • 38.
    20 True Enterprise RPATrueEnterprise RPA ProcessMiningandGenerationofProcess AutomationsunderHumanSupervision • SAP • Excelsheets • ServiceNow • Oracle • Microsoft Dynamics • etc Process Mining Database Desktop user UiPath Process Recording Process Process Mining Mapping Identification of repeatable tasks Generate UiPath RPA Code Skeleton
  • 39.
    21 True Enterprise RPA Openand Free Collaboration Share Automations freely on UiPath Go! Speed implementations by 80% Get new ideas by industry, technology (ie., SAP) and Domain (ie., HR)
  • 40.
  • 41.
    23 True Enterprise RPATrueEnterprise RPA RoboticProcessAutomationwillbe theplatformforDigitalOperations Web Mobile Chat (Voice) Enterprise Application Interfaces CRM ERP HCM ITSM ts SYSTEM OF ENGAGEMENT SYSTEM OF RECORDS PROCESS AUTOMATION MANAGEMENT PLATFORM Operating Model • Governance • CoE Procedurees • CoE Organisation • Methods & Trainings • Service Management RPA Mgt. Platform • RPA/RDA • Hybrid-Cloud • Process Mgt. • Monitoring • Analytics • Work Queues • Security Mgt. • Version Control • Config. Mgt. UiPath Open Platform is a umbrella framework combining • RPA, • BPM tools and decision modeling capabilities • applied machine learning where needed and • Process [Monitoring &] Mining to identify actual work patterns
  • 42.
    N O VE M B E R 0 7 , 2 0 1 8 Thank You @bpkrumrey Boris.Krumrey@uipath.com AccelerateDigitalOpswith RPAandAI