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Confidential – Partner Use Only, Do not Distribute

After 20 years of Automation technologies,
the majority of business processes are still manual.

Why?

Confidential – Partner Use

. Only, Do not Distribute
Traditional automation approach is not sufficient

= 20%
Programmers Systems

= 80%
Everyone Else Every system
in the world

Confidential – Partner Use Only, Do not Distribute

Genesis of RPA

= 80%
Everyone Else Every system
in the world

Bot

Simulate Human Behavior with Intelligent Software

Confidential – Partner Use Only, Do not Distribute

Confidential – Partner Use Only, Do not Distribute
Confidential – Partner Use Only, Do not Distribute
Confidential – Partner Use Only, Do not Distribute
 250 to 1500 Bots

50-250 Bots

10-50 Bots

Confidential – Partner Use Only, Do not Distribute

 • Multiple bot recorders for rapid builds
Automation Accelerators • Exhaustive out-of-the-box drag-and-drop command library (565+
actions), and terminal emulator (ANSI, VT100, TN3270, TN5250).

• AA MetaBots promotes reusability through reusable code. Bots can

call other bots through dynamic linking
Automation Reusability
• Dynamic handling of application upgrades supports both .NET (VB,
C#) and Java code.

• Supports comprehensive triggers and actions (Windows, files,

Automation Triggers folders, performance, process, service, email, etc.).
• Bots triggered by REST web service, batch script, and command line.

Comprehensive and granular RBAC for bots, Bot Runners, management

modules, scheduler, and user.
• RBAC bots: Fine granularity on permissions, e.g. upload, download,
delete, build, deploy, schedule, manage, operate, audit, etc….
Security Role-Based Access
• RBAC Bot Runners: Domain-based access to Bot Runners.
Control (RBAC)
• RBAC Management Modules: Covers access to Control Room, audit
trail, schedulers, user management, credentials, etc….
• RBAC Scheduler: Granular RBAC on schedules (add, update,
• RBAC User: Allows only authorized users to access analytics data
Confidential – Partner Use Only, Do not Distribute
 RPA Platform

Bot Creators RPA Control Room Bot Runners

People use Bot Creators to People use the Control Room to
configure process automations manage the deployment of Bot
that they publish to Control Room Runners against process automations

Operational User Role Based Bot Bot Bank-Grade Version

Audit Log
Analytics Management Access Repository Scheduler Security Control

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Control Room: Enterprise-ready Management & Control

Hyper-V VMware
Management HR Domain
• Real-time visibility
• Role-based Access Control
• Queue & Launch Azure Amazon
• Exception Handling FA Domain

• Audit, granular events

• Version Control
• Web-based

Enterprise-Class Management Consistently Applied Across Cloud,

and Orchestration Data Center and Desktop

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Confidential – Partner Use Only, Do not Distribute
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v10.6 •
Current •
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Confidential – Partner Use Only, Do not Distribute

(1) Roadmap subject to change Confidential – Partner Use Only, Do not Distribute
BotFarm: On demand scaling of the Digital Workforce

Unattended Automations
Elastic: Respond to unforeseen workload
spikes without an outage On-Premise Amazon VPC

Flexible: Attended or unattended, on

premise or Amazon Virtual Private Cloud
(VPC)

Cost-effective: Reduce computing costs

by only using the precise number of bots Attended Automations
required to complete a given process.

Agile Dev & Prod Ops: Reduce IT time

and complexity—automate elastic
provisioning and decomissioning.

Confidential – Partner Use Only, Do not Distribute

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Confidential – Partner Use Only, Do not Distribute

• Sites: Multiple organizations in
the bank
• Bots: >2,000+ and rising
• ROI: Undisclosed, but millions
USD per year
• Use Cases: Multiple retail and
institutional banking processes
Confidential – Partner Use Only, Do not Distribute
• Sites: 77 organizations within
AT&T
• Bots: 430 in first 18 months, now
>1,000 and adding 1/day
• ROI: $20M savings
• Processes: Multiple across entire
business
• Trained: 2,000 + 100/month
• Sites: Enterprise COE, multi-site

• Bots: 950 across 4 LOBs

• ROI: 12X
• Use Cases: Attended and unattended automations. Processes include
customer e-mail, compliance, acknowledgements.

Confidential – Partner Use Only, Do not Distribute

• Sites: Enterprise COE, worldwide program

• Bots: 10 processes, large pipeline

• Use Cases: Finance & Accounting SS and Operations. Processes include
month-end closing, record-to-report, hire-to-retire, Tax extraction and
reclamation of GST from other countries
• Applications: Oracle Financials, automated tax filings

Confidential – Partner Use Only, Do not Distribute

• Sites: Multiple • Sites: Multiple
• Bots: >100
• Bots: >600 and rising
• Goal: Automate collating,
• ROI: Undisclosed, but millions consolidating and distributing details
to relevant departments to save
USD per year time and numerous efforts along
with compliance.
• Use Cases: F&A, Logistics • ROI: Improve customer service and
reduce shipping delays
• Processes: Document Management
System
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• Order to Cash

• Payments

• Procure to Pay

• Inland Manual PO

• Vendor Reconciliation

• Commercial Processes

• Verified Gross Mass (VGM)

Confidential – Partner Use Only, Do not Distribute

Automation Anywhere Joint Case Studies
Global Consumer, Commercial and Retail Bank Mortgage Operations
Business Objective
Business Objective
Key Business Drivers
• Loan origination highly manual, repetitive.
Major bank engaged our
Partner to automate • Mortgage team receives notifications from multiple sources
solution to run unattended
in 2 functions: How Partner Helped
o Loan origination / • Designed high level automation roadmap
Estimation – Automate • Define roadmap for RPA operating model / governance
manual and repetitive
• Order process 100% automated, Reduced processing from
processes
10 to 5 minutes.
o Develop a high level
roadmap for the bank to
scale automation

Confidential – Partner Use Only, Do not Distribute

Automation Anywhere Joint Case Studies
Life Insurance and Retirement Company - Operations
Business Objective

Business Objective Key Business Drivers

• Partner assisted in developing a Robotics Proof of Concept (POC)
The Client is a Life insurance and
• Partner facilitated workshops with Client to define the Minimum Viable
retirement company with over
Product (MVP)
11,000 employees
• Developed a proposed high-level strategy for the POC route to production
The Client has approximately 4,500
FTEs in its Operations department. • Shared POC results with management to drive decision

The engagement objectives How Partner Helped

included: • Proved applicability and viability of Robotics within the Client’s infrastructure
o Reduce unit and overall operations • Production-ready automations
expenses • Drafted cost-benefit analysis for scaled RPA program
o Viability and applicability of • Prepared strategic roadmap to scale and execute a broader Robotics program
Robotics

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Automation Anywhere Joint Case Studies
A leading manufacturer of construction and mining equipment
Business Objective

Business Objective Key Business Drivers

• Interface-driven record and data errors
The client wanted to embrace RPA to
unlock the next stage of productivity
• Encountered application errors that were difficult to detect
gains, by focusing on increasing the • Error-laden and time-consuming Sales Order process
capacity without hiring staff, reducing • Shipment remedy tickets
downtime, improving KPIs, and scaling
up operations.
How Partner Helped
Partner and Automation Anywhere worked together to extend the Automation
Anywhere solution to other areas of the client’s global operations, beyond its
SCM function leading to:

• Upto 29% productivity increase during the 6-month pilot

• 2-3X greater efficiency, cost reduction, and customer experience benefits
• Zero errors which previously slowed process completion

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 Common F&A and other use cases

F&A F&A Network & IT Supply Chain

• Order to Cash / AR • Record to Report • Active Directory • Order Prioritization

✓ Monthly close process • File Systems • Master data
✓ Credit Analysis and ✓ Financial consolidations management
• FTP Management
Processing ✓ Financial statements
✓
• Automated Installations • Invoice verification
✓ Sales Order Processing General ledger functions
✓ ✓ Journal entry processing • Server / Application • Receipt confirmation
Customer Master Data
Management ✓ Inter-company accounting Monitoring and Alert • Scheduling processes
✓ Order Entry and account Management • Reporting
✓ Reports by segments reconciliations • Service Desk • Production information
(performance, ✓ Fixed assets and project capture
Management
geography, inventory ✓ Cost and inventory
• Notification & • Inbound processing
network integration) accounting
Escalation • Inventory management
• Financial claim • VMware Integration processes
• Procure to Pay / AP • Pricing management
processing • Data Movement
✓ • Financial Planning & • Provisioning • Billing
3 Way Match
✓ Purchase Order Analysis • Config Management • Freight costing
Issuance and Invoice • Tax Services • Routine Maintenance
Receipt
✓ Vendor Master
✓ Payment Process
✓ Duplicate Payment
Tracking

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