Demystifying

Robotic Process Automation

(RPA)
Digital Transformation for the
Enterprise

CONFIDENTIAL
 WE’RE A DIGITAL
TRANSFORMATION AND
TECHNOLOGY
CONSULTING FIRM
ENTERPRISE TECHNOLOGY | DIGITAL SERVICES |
PRODUCT INNOVATION
 Digital Transformation for the
Enterprise
Digital Transformation Across the
Enterprise
Enterprise Digital Product
Technology Innovation Development
Advisory & Assessments Digital Strategy Product Strategy
HR Technology Digital Assessment Product Design & Experience
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Content & Collaboration Intelligent Automation Mobile Development
SharePoint Solutions
Managed Services – Global
Delivery
Customer Care SLA Support & QA Application Management
Agenda

1. Emerging Tech and Industry 4.0

2. What is RPA?
3. Demonstration & Examples
4. What’s on the horizon?
5. Q&A
Entrepreneurs Passionate about Business,
Technology and the Customer Experience
Chad Osgood – Premier Logic CEO
 Business and technology entrepreneur
 Technology strategy and technology leadership
 Solution architecture and solution development
 Business advisor and board member

Loren Eckart– Premier Logic CRO

• Go-to-market & strategy executive
• Product strategy / product management
• Innovation and growth strategy development
• Strategic planning and roadmap development
• Channel and relationship development
 Enabling Industry 4.0 – where RPA fits

INDUSTRY 1.0 INDUSTRY 2.0 INDUSTRY 3.0 INDUSTRY 4.0

The Industrial Mass Production Computerization Digital Transformation
Revolution Electrical power and Automation and The digital economy, IoT,
Mechanization, water assembly lines. digitalization. Internet cyber and AI. Advanced
and steam power. and online. robotics and
automation.

HISTORY FUTURE

6
AI and RPA Spectrum
• Traditional systems integration with limited
Integration automation through the use of readily
available APIs or custom integrations

• Automation through the use of tools such as

robotic process automation (RPA), workflow
Automation orchestration or rapid application development
tools with some degree of automation
capability

• Artificially intelligent solutions, including

Intelligence cognitive capabilities, pattern recognition,
language processing
WHAT IS RPA?
Robotic process
automation (RPA) is a tool
that creates a digital
workforce to enable
transformation of the
backoffice
RPA is a digital workforce

• They’re digital employees

• Takes the robot out of the human
• Does what humans can do, but
arguably shouldn’t
• Frees up humans to do what only
they can do
Why a Digital Workforce?

Rapidly Changing Business Processes to Compete

Products Customers Process Sales Marketing

Organizational Debt

People
Humans are used to fill the gap between systems and process

Technical Debt

Custom Mainframe Technology ERP SaaS

Multiple, disparate IT Systems can’t evolve at the speed of business

Your digital workforce
complements and enables your
human workforce
Rapidly Changing Business Processes to Compete

Products Customers Process Sales Marketing

Digital Workforce Human Workforce

Custom Mainframe Technology ERP SaaS

Multiple, disparate IT Systems can’t evolve at the speed of business

 Enables back office
transformation
• What your customer experiences
• What your brand represents
• Where disruption occurs
• Where startups compete Customer

• Where your costs are Everything Else

Transformation
Disruption
• Where legacy lives
• What prevents you
from moving faster
• Operations
• Finance
• Business process
management
• IT
• Technical debt
A tool that has evolved over the
past 15 years

Enterprise
Packaged APIs Robotic
and Bots Process
Automation
BPA &
Workflow
Automation
Configuration
& Scripting

Screen
Scraping
The spectrum of RPA tools
Business

Technology

Robotic Desktop Robotic Process

SDK / App kits
Automation (RDA) Automation (RPA)
• Assists in IT with • Tactical screen- • Governance
more turnkey level • Scalability
automation automations • Reusability
solutions • Runs on • Unattended
desktops execution
How to think about RPA
Humans
• Works 8 hours a day
• 60% productive on average
• Makes mistakes
• Don’t multi-task well
VS Robots
• Works 24 hours a day
• 100% productive
• Doesn’t make mistakes
• No breaks, no PTO
• Handles general tasks very
well
Core Benefits
Cheaper
 A robot costs 15-20 % of human
 Does the work of 3-10 FTEs
 Cost reductions from 35-80%
Faster
 4 x the processing speed
 Working 24 / 7 / 365

Better
 100% accuracy: no human errors, no
rework
 Fully audit-able and compliant
RPA DEMONSTRATION
• No-code platform
• Non-disruptive to implement
• Business-user friendly
• Self documenting
• Owned by the Business, governed by IT
EXAMPLES
RPA is gaining traction in a big
way
The “The research estimates that the total efficiency
Hackett
Group improvement achievable through holistic transformation
using RPA can result in 50-75 percent cost reductions
over baseline.”

“About 60 percent of all occupations have at least

McKinsey
30 percent of constituent activities that could be
automated today.” = $7.5 Trillion of costs in rules
based work….adding the deluge of AI innovation we
will see over the coming years and the number gets
much larger.

Forrester
“Forrester estimates that, by 2021, there will be over 4
million robots doing office and administrative and sales
and related tasks”
Billions in claims;
$8 million in 8 minutes
The Problem
• 100+ FTE processing claims
• Claims being lost with human
error
• Cost millions in BPO fees
The RPA Solution
• Automation of revenue cycle
management, top to bottom
• Automate systems integration
• FTE reduction for manual activities
• 100% accuracy rate
• Billions in claims processed
United Health Group
Accurate financial statements;
Monthly close from 45 days to 5
The Problem
• 30-45 days to process monthly
financials
• Dozens of FTEs focused on
manual finance activities
• IT initiatives to support were
8,000% over budget
The RPA Solution
• Prototype in 90 days
• From 30-45 days to 5
• Eliminated old technology
assets
Ernst & Young
Escalating provider onboarding
costs;
$500k+ annual opex to $50k
Emerging healthcare company

The Problem The RPA Solution

• Expensive FTEs dedicated to • Opex from $500k to $50k using
manual data processing 2 robots
• ~20% failure rate • Automation platform for future
• Need for exponential increase scale
in FTE related to onboarding
new customers
• $500k annual opex associated
with these efforts

Emerging Healthcare Company

Typical uses
Double data simulates user rekeying of data from one system to another; data entry, copying and
entry pasting

Rule-based as long as decision matrices can be documented, then RPA can handle them, making
decision- simple rules-based decisions, based on data or criteria, along the business process and
making by exception, sending items for decisions by human workers

Preparation of e.g. for regulatory authorities; automates the extraction of data to provide accurate and
reports timely reports

Information reconciles and cross-references data between different systems to validate and inspect
validation information and provide compliance and auditing outputs

Straight workflow enabled interactions; automatically enters inputs from source systems into
through target systems, from trigger to completion
processing
Virtual system transfers data between disparate and legacy systems by connecting them at the user
integration interface level instead of implementing new data infrastructure and APIs

Application migrates application data, records and history as part of an upgrade or migration
migration project
Typical uses - IT
Technical debt Minimize or reduce technical debt by bridging gap between systems, preventing
management introduction of custom implementations

Product Bridge the gap between IT systems and related portfolio/product management platforms
management by enabling the automated updating of both systems

QA Automate quality assurance processes, including regression testing and automating

customer usage scenarios

Data migration Enable automated data migration efforts, especially through systems inaccessible
through traditional mediums, including from spreadsheets or other source data files

ETL Instead of introducing a complex ETL platform (extract, transform, load), enable the
organization to quickly onboard new customers and associated data

Point solution Enable federation of point solutions (e.g. SaaS) by eliminating complex and costly
integration integrations with custom APIs through automation

Gap solutions Fill in the gaps with process deficiencies, including simple tasks such as password
resets, synchronization of accounts for SSO, system resets, etc.
Typical uses - Sales
Sales Minimize manual updates of systems, production of reports, proposals and adherence
operations to internal sales processes

Demand Fragmented use of marketing/sales automation systems creates opportunities for RPA
management to bridge the gap and create a cohesive ecosystem of demand management tools

Revenue Automate the processing and updating of related financial statements for board
forecasting presentations, investors or other stakeholders in the financial performance of the
business
Typical uses - Finance
Financial Enable real-time, daily, weekly or monthly financial reporting along with distribution to
statements appropriate stakeholders. Eliminate multiple entries into different systems and
automated processing of reports

Reconciliation Automatically reconcile bank accounts, expenses along with appropriate journal entries

Compliance Enable greater compliance through having a completely auditable process run within
an RPA solution as opposed to a manual process
 Transforming Industries
“Our ultimate goal is to have thousands of robots…”
- Ernst and Young

“Robotics is the biggest inflection point of the industry

since global sourcing”
- KPMG
”The return per robot is around 3 to
6 times the investment…”
- Western Union
Many of Deutsche Bank’s staff are already
working “like robots” and will be replaced by
actual robots, said John Cryan, Deutsche Bank

Robotics is predicted to automate or eliminate up to 40 percent

of transactional accounting work by 2020
- Accenture
Where RPA Fits in the
Enterprise
What enterprise RPA means
Where it fits with other AI tools

AI Platforms Specialist

Integration Layer

Digital Workforce

RPA Platform
Enterprise Reporting

Business Views
• High level views, configurable
to global, regional or system
level
• Transaction performance
• License usage
• Hours delivered
• Configurable Exceptions View
IT Reporting
System Health Views
• High level views, configurable to
global, regional or system level
• Full application stack - status and
health
• CPU utilization against
transaction
• Consolidated Event Log Errors
 Emerging Emerging
Technologies to Technologies to Act
Watch On Now
• Artificial Intelligence • Automation
• Machine Learning • RPA
• Block Chain

These technologies will These technologies are

disrupt our future in many transforming or disrupting
industries many industries right now
STRATEGIC PLANNING STRATEGIC EXECUTION
GETTING STARTED
How do you typically get
started?

Strategy Prototype Deployment

Assessment Roadmap

BUSINESS ASSESSMENT PROOF OF CONCEPT INTERNAL HOSTED

PROCESS ASSESSMENT VS
CLOUD

RETURN ON INVESTMENT TIME TO ROBOT

Licensing and Implementation
• Most platform licenses on a “Per Robot”
subscription
– Each Robot costs 15%-30% of an FTE
– Each Robot performs work of 3 to 10 FTEs
– ROI on a per-FTE basis exceeds 50-80%
• Implementation can start small, and grow
– Start with 2-3 processes, 2-3 robots
– POC followed by implementation usually 2-4 months
– Continue to scale across processes and departments
• Hosting
– On-premise and cloud options
– Robot-as-a-Service emerging as the trend
Q&A
Contact us for more information:

Loren Eckart
404-964-3471
leckart@premierlogic