RPA Awareness Training

Lesson 2
Processes fit for RPA

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Course agenda

1 The time for RPA Is Now! 3 What Process Should I Automate?

RPA Adoption Across Processes And Processes Every Company Should

2 Industries
4 Automate
 The time for RPA Is Now!
Why RPA? And Why Now?
RPA AND INDUSTRY IMPACT
CURRENT AND FUTURE INDUSTRY RPA ADOPTION
Current adoption
63% In five years

33% 31%
23% 24% 20%
15% 18%
13%
of tasks across every job 9% 8% 6% 4% 3% 3%
11%
4%
11%
3% 6%
category will be
25% automated by 2019

SOURCE:
Forester Research 2015 RPA RATE OF JOB TRANSFORMATION
64% 60%
51% 48% 52% 52%
40% 37% 41% 42%
29% 27% 32% 32%
19% 23%
17% 14% 15%
9% 8% 7% 7%
3%

’15 ’16 ’17 ’18 ’19 ’20 ’15 ’16 ’17 ’18 ’19 ’20 ’15 ’16 ’17 ’18 ’19 ’20 ’15 ’16 ’17 ’18 ’19 ’20
Manual business and Professional and related Sales and related Office and admin support
financial
 RPA Adoption Across Processes And Industries
RPA is high priority for most global in-house centers

FINANCE AND INDUSTRY SPECIFIC

PROCUREMENT HUMAN RESOURCES CONTACT CENTER
ACCOUNTING PROCESSES

Cards activation
BANKING Frauds claim discovery

Claims processing
INSURANCE New business preparation

Reports automation
HEALTHCARE System reconciliation

MANUFACTURING Bills of Material generation

Service order management

HI-TECH&TELECOM Quality reporting

Account setup
ENERGY&UTILITIES Meter reading validation

Accounts receivable, Invoice processing, from Payroll, hiring, data Customer service
Accounts Payable, General requisition to issue of management Legend: High
RPA
Ledger purchase order ADOPTION
Medium
EXTENT Low
 What Process Should I Automate?
Guide to Choose the Best Candidate Processes for Automation
Highly manual and repetitive
processes
o High transaction volume processes
o Highly frequent processes running daily,
weekly (instead of monthly or yearly, which
involve lots of manual work or work prone to
human error)
Rule-Based Processes
o Activities with clear processing instructions
(template-driven), with decision making
based on standardized and predictive rules
Low Exception rate
o Activities with low number of variation
scenarios existing in the process leading to
different handling procedures
Processes with standard readable
electronic Input Type
o Triggered by standard and consistent inputs.
The inputs should be in a readable input type
like Excel, Word, email, XML, PPT, readable PDFs
etc
o Triggered by input types which are not readable
(scanned images with no OCR are not prone to
automation.)
High Volumes
o Processes with high transaction volumes (and
high frequency).
Mature and stable processes
o Well documented, stable, predictable
o Known operational costs
Changeable Processing Method or
System Change
o The processing method cannot be changed
o Fundamental changes are not required in the
underlying technical architecture of the current
systems (e.g new interface development or
changes in configuration for existing systems to
enable automation)
o We strongly recommend to avoid automating a
process that will be changed in the short term
Automation Savings
o It’s recommended to automate only the
processes that can provide a saving in terms of
human work-effort of minimum 2 FTEs
 What Process Should I Automate?
Guide to Choose the Best Candidate Processes for Automation

Yes No Yes

START Processing method can

High process volumes?
be changed?

No

Highly manual Yes Readable Yes Yes

Yes Rule Yes Standard Low exception Yes
& repetitive electronic Investigate potential Will minor automation
Based process? inputs? rate? tactical solutions improve the process?
process? input types?*

No No
No No
Apply process Yes
Investigate options for Deep system changes
No improvement No Implement Self Service
system integration required?
initiatives

In order to benefit from a rapid ROI, choose processes that passed through No
a transformation initiative using the Lean Six Sigma methodology.

Process Characteristics Process A Process B Process C

RPA
Hi ghly Ma nual and Repetitive work

AUTOMATION SCALE
Rul e Based Processes

El ectronic Readable Input Types

Process A is the best fit for automation, followed by Process B, while
Sta ndard Input Types Process C should be subject to a Lean Six Sigma transformation
Process A

Process B

Process C
Low Exceptions Rate
approach prior to considering automating it.

Hi gh Volume Transactions

Sys tem changes

* Readable Input Type = Excel, Word, email, XML, PPT, readable PDFs etc. Non-readable input type: scanned image with no OCR
 Processes Every Company Should Automate
HR Services Supply Chain
Data Entry
Inventory management
Payroll
Demand and supply planning
Joiners, Movers, Leavers HR Services Supply Chain
Time & attendance Management Due to the huge amount of repetitive, often manual, Invoice and contract management Supply chain problems cost companies between 9-20% of
Benefits Administration administrative tasks, under the shape of form fillings, data their value over a period of 6 months. The processes
Work order management
Recruitment (back office) capturing, updating and disseminating and large number mentioned in this slide are typically prone to automation
of request processing, HR is a gold mine of opportunities Returns processing and represent typical area of improvement in any supply
Compliance and Reporting
for automation chain operations.
Personnel Administration Freight management

Procure to Pay (AP)

Finance and Accounting Software deployment
Order to Cash
Server and app monitoring
AUTOMATION
F&A is another area where automation can have
significant positive impact on cost savings, Record to Report
Routine maintenance & monitoring
improved efficiency and streamline processes, Vendor Management Other Areas for Automation
when applied Email processing and distribution
Besides typical horizontal services, there are other
Collections
Batch Processing organizational activities that can fall easily under the
Incentive Claims scope of any automation strategy
Password reset/unlock
Sales Order
Back up & restoration
IT Services
Finance and Accounting IT Services With an estimated 30% of time spent on low level tasks, IT
is compelled to embrace automation as a way to focus on
the initiatives that require innovative thinking, and be
able to tackle with the critical organizational tasks
currently consuming much of their time.
 The Leading Enterprise RPA Platform

Thank you!

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