RPA Portfolio Assessment

© 2019 Amitech Solutions, Inc. | All Rights Reserved.amitechsolutions.com 1
April 2020
RPA Portfolio Assessment

© 2019 Amitech Solutions, Inc. | All Rights Reserved.
• DevelopingAutomation Roadmap / Pipeline
• Identifying use cases
• Assessing and prioritizing
• ROI determination
• Intake process
• Governance & COE
• Standards
• Advocacy
• Support
• Innovation
• Assets
Amitech “Non-Development” Services
2
• Change Management
• Communications
• Training
• Transitioning
• Scaling
• Bot optimization
• Monitoring ROI
• Integrated Healthcare Automation
• Citizen development structure
• Enterprise RPA platforms

RPA Portfolio
3

RPA Portfolio Assessment Dimensions*
Value
• Cost Reduction
• Revenue
• Quality Improvement
• Risk Reduction
• Speed to Market
Effort
• Complexity
• Implementation Cost
• Software Cost
• Infrastructure
• Time to implement
Impact
• Patient Experience
• Better Outcomes
• Provider Experience
• Visibility
• Workforce Transition
* Categories and Dimensions may be weighted to account for importance
4

Use Case Prioritization
Use Case Sources
COE Backlog
Departments Log AnalysisPeers Industry Cases
Level 2 Scoring
High Level Value /
Effort
Level 1 Scoring
Individually for
each source or
internally by
department
Level 3 Scoring
Final Prioritization
COE 2020/21 Planning
Departments
5

Business Units’Top Use Cases - SAMPLE
Coding
• Crosswalk Epiphany / Epic
• Crosswalk iHeal / Epic
• Retro Adjudicated Accounts
• Combo Codes
• Patient Demographics and
Uninsured Discount
Quality and Safety
• HCC Coding
• Registries
• Scheduling Epic Workbench
MyReports
• Patient Quality Audit
• Patient High-Risk
• Readmission Reductions
• Payer Audits
RCM/Finance
• Cash Posting
• Pre-certification
• HAR Coverage Change
• Denials
• Ping the Payer
6

© 2019 Amitech Solutions, Inc. | All Rights Reserved. 7
Process Name Process Domain
HighlyManual&
Repetitive?
RulesBased?
Electronic
ReadableInputs?
StandardInput
Types?
LowException
Rate?
HighVolume?
MinimalSystem
Changes?
Value-Return
Score
KnownSystem
KnownData
KnownTemplate
Existing
Components
ExistingCapability
Score
Expense Reimbursement Audit IT PMO / HR 5 5 5 5 5 5 5 35 5 5 0 1 11
Time Allocation Maintenance IT PMO 5 4 5 5 4 5 4 32 5 5 0 1 11
User Administration IT Security 5 4 5 5 5 5 3 32 5 5 4 2 16
Backup and Recovery Validation IT Operations 4 5 5 5 5 2 4 30 3 5 1 1 10
Records Digitization Legal 4 3 5 5 3 3 5 28 1 5 0 2 8
QA Services Audit IT Compliance 3 2 5 5 5 5 2 27 5 1 3 3 12
Documentation Audit IT Compliance 5 4 5 2 4 3 2 25 1 3 0 2 6
Project Reporting Audit IT PMO 3 3 5 2 2 3 1 19 5 5 0 2 12
0
2
4
6
8
10
12
14
16
18
0 10 20 30 40
ExistingCapabilityScore
Value-Return Scores
Risk - Reward (upper-right is best)
Project Reporting Audit
Documentation Audit
QA Services Audit
Records Digitization
Backup and Recovery Validation
User Administration
Time Allocation Maintenance
Expense Reimbursement Audit
0 5 10 15 20 25 30 35 40
Project Reporting Audit
Documentation Audit
QA Services Audit
Records Digitization
Backup and Recovery Validation
User Administration
Time Allocation Maintenance
Expense Reimbursement Audit
Overall Value-Return Score (longer is better)
Select Use Cases – Scoring Level 3

RPA PortfolioTimeline - SAMPLE
Cash & Credit
Quality Registries
Prior Auth / Precert
Replace Olive.AI
Other Areas TBD
Wave 1 of first step in the priorauth
process to confirm if authorization is
required for a procedure
PING THE PAYER (1)
Automate the manual data entry
and chart abstraction for registries
QUALITY REGISTRIESReplace Oliive AI implementation of
HAR Coverage Change workflows.
HAR CVG (1)
Wave 1 of automatically check the
status of priorauth request
CHECK PA STATUS (1)
Wave 2 of first step in the priorauth
process to confirm if authorization is
required for a procedure
PING THE PAYER (2)
Wave 2 of automatically check the
status of priorauth request.
CHECK PA STATUS (2)
Implementation of initial three activity
automations with Cash & Credit
CASH & CREDIT
Implementation of initial three
activity automations with Cash &
Credit in MRM
CASH & CREDIT
JAN FEB MAR APR MAY JUN FY21+
Replace Oliive AI implementation of
HAR Coverage Change workflows
HAR CVG (2)
8

Project Value/Yr Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
C&C Zero-Pay $2.5M
Coding $4M
Registries $2M
Nursing / Clinical
Audit
$9M
Prior Auth $10M
Claim Denials $18M
Savings / Revenue (Annual) $45.5M
NPV (5-year) $187M
ROI 1600%
Licenses (Annual) $3.3M
Implementation (One-time) $1.7M
12 – Month RPA Roadmap - SAMPLE
9

3 –Week RPA Portfolio Planning Scope
• Conduct ideation sessions with selected Business Units (i.e. Coding, RCM/Finance and
Quality) representing the initial 2020/21 roadmap use cases
• Identify top 5 use cases for each business unit
• Perform intake assessment on the top 5 use cases for each business units (next slide)
• Prioritize top use cases based on value/effort/impact
• Create automation 12-month roadmap with Business Unit ROI and charge-back plan
• Develop automation development portfolio plan
• MobilizeClient andAmitech RPA teams
10

RPA Portfolio Assessment and Delivery
11
Portfolio
Assessment
Use Case
Planning
High-Level Assessment
and Prioritization
As-Is Process and
Tech Review Use
Case 1
As-Is Process and
Tech Review Use
Case 2
As-Is Process and
Tech Review Use
Case 3-n
Solution Team(s)
Week 1 2 3 4 5 6 7 8 9 10 11 12
Potential portfolio value ROM.
Top 5 per business area
identified.
Top priority:
timeline, value
±25%, technical
and operational
risks identified.
Go/No-Go for Use Case 1
Development and
Implementation
Kickoff with list of 4 key
business areas.
1 2 3
Kickoff full development team
for the Use Case 1
implementation
4
Phase 0: $XX,000 (3 weeks) Ongoing: $XX,000 (18 weeks)

Initial Milestones and Deliverables
Kickoff Portfolio Assessment and Planning
Prioritized RPA Opportunity Portfolio
Identify the right list of RAP opportunities to pursue first
• ROM Business Value and Feasibility for top 5 use cases in 3 business areas
• Completed Intake Document for top 5 use cases in 3 business areas
Detailed Assessment and Plan for First Use Case
Gain confidence in process understanding and value realization
• Draft Process Definition Document
• Project Plan
Kickoff Development and ImplementationTeam
12
1
2
3
4

Pricing
13
Ongoing Delivery and Implementation Blended Hourly Rate Total
1 Team for 18 Weeks
• Sr. Delivery Lead (partial)
• Project Manager (partial)
• Sr. Technical Lead (partial)
• RPA Developer (full-time)
• Business Analyst (full-time)
$XX $XX,000
TOTAL $XX $XX,000
Phase 0: Portfolio Assessment and Plan Total
Senior RPA Assessment Team
• Sr. Delivery Lead
• Business Analyst
• Technical Lead (partial)
TOTAL (3 weeks) $XX,000

COE Appendix
14

Select Use Cases
Process Classifying

Select Use Cases
Process Mapping

Automation
Development
Center
Business
Unit
Business
Unit
Business
Unit
Business
Unit
Business
Unit
Business
Unit
Business
Unit
CENTRALIZED
One ADC serving business units at
the beginning of the journey.
FEDERATED
One governing central COE, linked to
several business focused ATC’s
ADC
ADCADC
ADC
ADC ADC
ADC
Business
Unit
Business
UnitBusiness
Unit
Business
Unit
Business
Unit
Business
Unit
Business
Unit
CoE
AOC
EVOLUTION
BU enablement, training,
and delegation of some
roles & responsibilities
Define Org Structure

Standards
Establish enterprise-wide
standards that promote a best-
practices approach to creating
high-quality, impactful, and
reusable automation solutions.
Advocacy
Promote the established
standards and build a client-
focused culture that embraces
and advocates automation
across the organization.
Support
Provide tools and resources
that enable self-directed and
consistent delivery of robust
and manageable automation
solutions.
Innovation
Drive transformation through a
continuous cycle of automation
maturity and innovation.
Define Pillars

Build Automation COE
Business Transformation and Innovation & Corporate Leadership
Development
OperationalSupport
Automation Domains
France (Finance)
Japan
Structured Finance
Tax
Information Technology
Human Resources
Automation Support System
Standards Support InnovationAdvocacy
Methodology Tools TrendsEngagement
Technology Enablement TechnologyCollaboration
Processes Delivery MonitoringTraining
Principles Community PilotsPromotion
AutomationCouncil
Others…
Audit and Compliance
Automation Marketplace Assets
FrameworkStandards CollaborationMethodology Learning CenterQuality Control GovernanceComponent Library
100%
100%
70% 80%
30%
100%
80%
80%
30%
30%
30%
30%
80%
60%
60%
70%
Cash & Credit
Pre-Cert
Quality Registries
ICD10 Coding

Advancing RPA COE Maturity
Executive Sponsors
Strategic
RPA Leadership
RPA Governance
Committee
Business Strategy Realized Value
RPA Center of Excellence Reusable RPA Assets
Standards
Advocacy
Support
Innovation
FrameworkStandards
Collaboration
Methodology
Learning Center
Quality Control
GovernanceComponents
RPA ImplementationAutomation Ideas
Business Operations
Cash & Credit
Quality Registries
Prior Auth / Precert
Olive Replacement
And others…
Strategy
Implementation
Operations
20

Framework
Tools and methods to standardize
and streamline the development,
validation, deployment, and
monitoring of automation solutions.
Collaboration
A standardized group of platforms,
techniques, and technologies that
facilitate open collaboration across
the organization.
Learning Center
An evolving resource for in-person
training, online materials, best
practices, and automation
implementation training.
Governance
An overall structure that supports
the goals of the Automation Council
by establishing processes and
promoting collaboration.
Standards
Establish enterprise-wide standards
that promote a best-practices
approach to creating high-quality,
consistent, and impactful
automation.
Methodology
A systematic and agile approach
that provides for a structured
combination of rapid prototyping
and production delivery.
Quality Control
An informed approach for ensuring
that RPA solutions are reliable,
auditable, and appropriate for their
intended use.
Component Library
An established set of reusable
activities, connectors, workflows,
and solutions with proven reliability
and value, available for use across
automation domains.
Identify Asset Repositories

UR-1
Production Unattended Robots – Persistent Cloud VDIs
Employee
Team 1
Proc 1-1
Proc 1-2
Employee
Team 2
Employee
Team 3
Proc 1-3
Employee
Team 1000
OrchestratorScheduler VDI Factory
Start VDI
(Robot Team)
Run Process in Queue
Auto VDI Shutdown
Just In Time Robots, Self Service Scheduling, Resource Optimization
• Robots auto start when needed, shutdown when idle
• External scheduling for business user consumption
• Concurrent Robot license model
• Auto queue for concurrent jobs
• Automated Robot Team provisioning
Benefits:
• Minimize compute cycles and cloud costs
• Minimize Robot licenses
• Citizen self service scheduling
• Unlimited scale with minimal operations costs
• Simplify Orchestrator user access and roles
Robot Team 1
UR-2
Proc 2-1
Proc 2-2
Proc 2-3
Robot Team 2
UR-3
Proc 3-1
Proc 3-2
Proc 3-3
Robot Team 3
UR-1000
Proc 1000-1
Proc 1000-2
Proc 1000-3
Team 1000
Optimization Strategy

SAP Office 365 External
Applications & Systems
Most popular applications, systems,
external vendors, etc.
SAP SAP
Utility
SAP SAP
365 365
365 365
AmTower MasTech
SFDC Maps
Logs Drive
Calc FTP
MicroBots
Functional implementations of popular
applications. Hosted on MyGo! (UiPath)
Enabling Technologies
MyGo! / Origen™– Private app store for
hostingMicroBotsand reusable components
Enterprise Connect /Origen™–
Process Lifecycle Management,
Governance, Community
StudioX – Simplified Studio environment
for business users
Code Analyzer – Validate security,
quality, use of MicroBots
Attended Robots – local desktop digital
assistants. No VDI required.
Unattended Robots – Cloud hosted
back office robots
Enterprise
Connect /
Origen™
StudioX
MyGo! /
Origen™
Desktop
Attended
Back Office
Unattended
Code
Analyzer
Large Scale Development

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