The document discusses robotic process automation (RPA), including myths about RPA, when RPA is needed, benefits of RPA, RPA technology segmentation, typical RPA architecture with UiPath, types of bots for front-office and back-office automation, and two proof of concept use cases for RPA including temporary file deletion and marketing email campaign automation.

1. RPA – Myths & Reality

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Agenda
• Introduction Speaker / Presenter
• RPA – What’s it all about?
• Why & when RPA needed?
• Myths & Hype about RPA
• RPA Technology Segmentation
• RPA & UiPath
• Architecture
• Wise Men POC Use Cases
 Temporary File Deletion on server
 Marketing campaign automation
• Q & A
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Speaker Profile
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Subroto B Choudhary, Director, Client Engagement
Subroto is a result driven technocrat with focus on providing numerous solutions in the ERP
ecosystem, with over 25+ years of industry experience. Process improvements, working with
different technologies is what drives him. Subroto works with his clients in providing technology
solutions with focus on cost-savings and also use technology tools to help resolve a myriad of
problems for this customers to improve their system and business processes.

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Wise Men
Established in 1997, Wise Men is an IT Solutions provider with offices in USA, India & UAE. We are a CMMI
Level-3 Certified, Women and Minority owned company with employees and consultants deployed globally.
Wise Men has helped provide skilled IT resources to our Clients and provide best in-class service to our
customers. We serve several Global 1000 companies who enjoy our high-quality services at competitive prices.
Technologies we are good at are: EAI (Fusion & Tibco), SAP, Web (.NET & Java), Infrastructure: (Linux, Unix,
Oracle DBA, Basis), Analytics (SAS, Big Data & Hadoop) and a few others. We provide best in-class services to
our customers. New areas we are helping our customers are: Cloud, Analytics, and IoT.
About Us
Wise Men Edge – True Value Partners
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CMMI-Level
3 ISACA SEI
Verticals we deploy solutions in
Wise Men Overview
ISMS-ISO
27001 ABS-
QE Certified
Philosophy:
Innovate
Integrate
Excel
Web
 .NET, SharePoint Portal, SharePoint
 Java, AngularJS, PHP, Python, JavaScript
 Azure, AWS and Google Cloud
IT Consulting Services & MicroSourcingTM
SAP
 Implementation, Upgrades & Migration
 24X7 SAP Helpdesk
 BASIS & ABAP
 HANA CoE
 SAP S/4 HANA
 SAP GRC, Fiori and Solution Manager
 SAP Application Support Services
Enterprise
Applications
 Oracle Fusion Middleware and SOA Suite, TIBCO (ActiveMatrix MDM, Spotfire), GIS Gentran
 Middleware Upgrade, Migration and Support Services (Oracle & TIBCO)
 Application Support Services
Infrastructure
 OS Administration (AIX, Solaris, Linux, Windows,
SAP Basis)
 Infrastructure Assessments, System Monitoring
 Patch deployment, User & Asset Management
 Back Up and Restore, Database Services (Oracle,
SAP HANA, MySQL, SQL Server)
 Managed Services, IT Service Desk
 Identity and Access Management
 Disaster Recovery - Assessment,
Strategy, Implementation and
Testing
Robotic
Process
Automation
 Advisory and Strategy
 RPA Platform Selection
 Robot Implementation and Development
 Professional Services
w
I
S
E
R
Energy &
Utilities
Oil & Gas
Pharmaceuticals Manufacturing
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RPA – What’s it all about?
Broken IT SystemsPaper Based
Transactions
Complex
Legacy Systems
Exceptions Transaction
and Judgmental Decision
Unstructured
Information
Resulting in Repetitive Manual Processes
Data Entry Hopping across multiple
screens to read or update
relevant customer details
Verification, validation and
comparison of data across
multiple sources
Decision making
Rule or Judgment
Letter Generation
and Email
communications
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Myths & Hype about RPA
• RPA means robots will automate processes
• RPA is useful only in industries that rely heavily on software
• RPA will replace humans in most frontline jobs
• Only large enterprises can afford to deploy RPA
• RPA adoption should be owned and driven by the organization’s IT department
• RPA is an AI virtual assistant specialized to do a narrow set of tasks
• To use the RPA software, one needs to have basic programming skills
• RPA software is fully automated and does not require human supervision
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Why & When RPA Needed?
Rate and work
proportion non
relation
NC’s (Non
Compliances)
overlooking and
cost comparison
deficit
Lack of LHA (Loop
Hole Analysis)
Realistic but not
ISO compliances
Software/process
Audit
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Benefits of RPA?
• Automation save 60+% on item processing time
• Automation run 24 x 7 x 365
• Process digitization benefit
• Scalable, Auditable & Accurate
0
20
40
60
80
100
120
140
160
180
200
Temp 1 Temp 2 Temp 3 Temp 4 Temp 5
RPA Comparison
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Assumptions:
• For a 10 servers server farm; 3 hours per day spent on server
tuning
• Saved around 3 x 365 = 1095 hours
• Saved 136 Man-days
• Saved about 0.5 FTE

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IT automation
Artificial Intelligence (AI)
UI-based / robotic
Business Process
Management (BPM)
Plug-in architecture tools
RPA Technology Segmentation
Macro or scripted
automation
1
2
3
5
4
6
Encompasses knowledge
based / cognitive and
autonomic tools
Technologymaturity
Maturity Scope of effectiveness Limitations
Macro of scripted automation Very high Specific tasks
Typically used for tactical deployments. Can be difficult to
maintain over long periods of time
IT automation High
Number of areas including software application
life cycle and service provisioning
Less effective in application production and run book
environments
BPM Very high
Large scale deployments involving enterprise-
level transformation
Can be tactical or strategic with the ability to deal with scale.
Can become too complex or costly
Plug-in architecture tools High
Situations requiring deployment centrally and at
scale to many desktops
Not suitable for situations where non-invasive integration of
automation tools are needed
UI-based / robotic Medium & evolving
Repetitive transactional administrative and
rules-based tasks
Often deployed tactically or in combination with BPM tools
Artificial intelligence Low & evolving
Number of areas, particularly document or
content-heavy processes or IT Service
Management (ITSM)
Robustness and resilience to change needs to be demonstrated
in large scale operations; AI technologies have to learn from
experience to find ways of handling unexpected scenarios
Sophistication of solution
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Typical RPA Architecture
* BOT commands – Object Recorder, Database command, excel command, app integration command, OCR command etc.
** BOT Farm – View of all bots with user, IP address, application path and schedule credentials
*** RPA (Robotic Process Automation) Database for audit trail and reporting
Data
Sources
Web App Desktop AppMainframe Database MS Outlook MS Excel
PDFs, Scanned
Images
Create BOT Edit BOT
BOT Creator (BOT Development Client System)
VM / Desktop (Windows OS)
APIs (HTTPS / HTTP)
BOT 1 BOT 2 BOT 3 BOT n
Dashboard
Work Load
Manager
Reports
Operations
Room
User Mgmt. Audit Trail
BOT
Scheduler
*BOT Farm
*** RPA DB
Company
Database
Control Room
APIs
VM / Desktop (Windows OS)
*BOT commands
BOT Runners (Runtime System)
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UiPath Architecture
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Type of BOTS
Front-office Automation Back-office Automation
Description
• Also called as “Attended” / “Assisted” / “Desktop” automation
• Involves mashups or reskinning applications for real-time
• Also called as “Virtual Workforce”
• Use techniques like workflow prioritization and
scheduling to process large volumes of work securely
Execution of work
• Partial automation, involving human to intervene
• Runs on each associate's desktop
• Straight-thru processing with no human intervention
• Runs on servers and not on associate’s desktop
Decision Making • Non-judgmental, rule-based, assisted by human where needed • Judgmental, rule-based, minimal to human intervention
Benefits
• Increases efficiency of existing workers
• Helps to consolidate information and provide consistent
customer experience
• Large-scale unattended processing without human
intervention
• Secure, reliable and scalable, and can’t be interrupted
by human staff
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Type of BOTS > Front office Automation (an example)
School Setup
Academic Year
Setup
Inquiry Category
Letter Inward /
Outward Entry
Address
Category
Inquiry Details
Appointment
Entry
Visitors Entry
Address Book
Entry
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Types of BOTS > BackOffice Automation
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RPA POC 1 – IT Process: Temporary File Deletion
• Temporary File Deletion Automation
• Every Server require to delete Temporary file on specific frequency of
certain scenario.
Start
Get Drive
details
Check total
Drive size
Check
available
free space
on Drive
Delete files
on
mentioned
Drive
Display
message –
“Drive has
enough
space”
End
If drive size
exceeds 90%
Yes No
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RPA POC 1 – IT Process: Temporary File Deletion (contd.)
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RPA POC 1 – IT Process: Temporary File Deletion (contd.)
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RPA POC 1 – IT Process: Temporary File Deletion (contd.)
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RPA POC 1 – IT Process: Temporary File Deletion (contd.)
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RPA POC 2 – Marketing Process: Email Campaign Automation
• Marketing email Campaign Automation
BOT1 – Sending
Introduction Mail
to required ID’s
provided by user
1.Data Sheet
2.Introduction Mail
format
3.Read Response Mail
format
4.Unread Response
Mail format
5.Time to check for
Read receipt mail
Uploading these files
and user will click the
Submit Button. Once
User Click the submit
button we will receive a
mail like user uploaded
files.
Upon the requirement
given we will schedule
the Our First Bot to run.
BOT 1 will pick the excel
and word document of
introduction mail
through mail merge
process it will send an
email to the ID’s
present in the sheet.
BOT2- This Bot will
read the Deliver
Reports and Read
receipts and it will
send respond with
a mail according
to it.
Get the Top 20 Mails
present the inbox
given outlook mail
Communicating with
the user that the
Email ID is wrong
Check the Mailbox for
last 36hrs and send a
unread receipt mail
format
If we received the Read
receipt send a read
receipt response mail
format after 24hrs
Checking the
delivery receipt
Checking the
read receipt
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RPA POC 2 – Marketing Process: Email Campaign Automation (contd.)
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Questions & Answers
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Thank you
info@wisemen.comwww.wisemen.com +1 281-953-4500
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