Digital Transformation

through Intelligent Process Automation

Use Case & Platform Overview

June 2020
Hatim Matiwala
Shared in Strict Confidence – Do Not Circulate

Confidential – Do Not Distribute

 Use Cases

Confidential – Do Not Distribute

2
Automation Use Cases - Finance & Accounting

Financial Ops & Financial Planning Treasury Tax Accounts Accounts

Accounting & Analysis (FP&A) Operations Operations Payable Receivable

• General Ledger Close • Budgeting • Bank Statement • Tax Provisioning • Vendor Setup • Customer Setup
Consolidation
• Reconciliations • Forecasting • Tax Compliance • Purchase Order • Sales Order
• Consolidated Cash Creation Processing
• Manual Journal
• Variance Analysis Position Reporting • Tax Accounting
Entries • Invoice Validation
• Invoice Creation
• Intercompany • Management • Cashflow Forecasting • Data Management • Invoice & Lease
Settlements Reporting & Reconciliation Payments • Collections
• FX Exposure
• Fixed Asset Forecasting & Hedging • Travel & Expense • Payment Processing
Management Reimbursements
• ACH/Wire Payments • Receivables Reporting
• Regulatory & • Payables Reporting
External Reporting

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Automation Use Cases - Human Resources
HCM (Human Capital Management) HRIS / HR OPERATIONS

Recruiting & Talent Performance & Benefit & Payroll Workforce Data Onboarding & Compliance &
Management Development Administration Admin Exiting Reporting

• Job req. creation and
posting
• Candidate sourcing &
ranking
• Resume screening &
selection
• Interview scheduling
• Recruiting status
tracking
• Offer letter creation,
sign-off and QA
• Performance • Payroll setup • Employee data entry • Request & review • Employee Health &
appraisal capture background check safety
• Billable hour process • Time & expense
• Manager & peer & reconciliation management • IT & user accounts • Statutory and
assessment setup compliance
tracking • 401k setup & admin • PTO / time-off admin
• Employee personal
• Labor audit reporting
• Open enrolment • Promotion & org. data capture & entry
• Annual training
management management change update • Employee & job • Employment job
satisfaction survey analysis &
• Annual performance • Stock option admin • Tax form generation, classification
status tracking and reporting & filing • Exit document
automation • FSA account admin preparation and error
• Payroll audit and checking
error checking

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Automation Use Cases - Supply Chain

Demand Planning Inventory and Supply Back Office Logistics Reporting /

Sourcing Processing Analytics

• Sales forecasting • Catalog management • PO processing • Fleet management • Supplier Scorecard

• Demand planning • RFQ management
• Material requirement • Contract management
planning • Supplier registration and
• Supply chain planning onboarding
• Service planning • Supplier communications
• Inventory management • Inventory management
• Forecast to inventory • Inventory status update
matching • Matching physical
inventory count with
system count
• Parts management • Supply scheduling for • Performance Reporting
• Supplier quality JIT production • SLA reporting and
management • Route planning management
• Document • Driver deployment • Inventory Reporting
management • Goods delivery
• Accounts payables • Shipment tracking
• Returns and credits • Receiving
• Commodity • New vendor
Debit/credit notes onboarding
• Reporting • Partner
communications

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Automation Use Cases - Sales and Marketing
Lead Data Management
• Data Collection from
Multiple Sources
• CRM Data Entry
• Data Validation and
Cleansing
• Lead Scoring, Analytics, and
Lead Nurturing
• Facilitating Bulk Transition
from Old System to New
System
• 360 Degree Customer
Engagement Report
• Multiple Party Data
Integration
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Lead and Campaign Competitive Sales Brand Monitoring Sales Forecasting/
Management Insights Enablement Reporting
• Vendor Setup • Competitor Research • Customer Setup in Sales • Copyright Infringement • Forecast Report Generation
Tools Tracking
• Customer Setup in • Pricing Monitoring • Sales Report Generation
Marketing Tools • Sales Quota Automation • Unauthorized Use of IP
• Competitor Advertisement • Daily Reporting
• Social Media Brand
• Chatbot Integration Tracking • Sales Collateral Generation
Monitoring • Emailing Sales Reports
• Advertisement Placement • Business Intelligence • Sales Order Processing • Reputation Management
Reporting • Stale Lead Reporting
• Validating/Updating • Invoice Generation • Social Analytics Bot
Customer Information • Track Events and
Campaigns • Draft Proposal Creation • Facebook, LinkedIn and
• Email Response Twitter Data Miner
• Track Competitor Product • Automated Web Research
• Credit Checks on Customers • Content Moderation
Launches
• Customer
• Lead Report Creation and • Data Insight Collection • RFx Response Feedback/Review Tracking
Delivery
• Key Event Tracker (eg
• Budget Planning and Corona Virus (COVID-19)
Approval
Automation Use Cases - Legal Services

Registration and Compliance Contract Licensing Investigative Customer Support

Planning Management Support

• Data Reconciliation • Risk Analysis • Document Review and • Content Licensing, • E-discovery Support • Collect Client Data
and Application Coding Services Acquisition
Processing • Compliance Audits • Client Risk • Registration and
• Generate and Validate • Loyalty Programs Assessment Enquiry Process
• Patent and Copyright • Privacy Impact Contract Templates
Registration Assessments • Digital Signature • Audit Anti-Money • Case Management
• Contract Renewal Audit Laundering (AML)
• Legal Benchmarking Assessment Forms • Consolidate Client
• Export Control List Reminders
Report Data From Multiple
Database Scanning • Multi Country Cross
• Audit Counter- Sources
• Business Acquisitions • Receipt, Storage and Licensing Audits
• Multiple Source Cross Recording of Terrorist Financing
and Exits • Answer Common
Referencing Contracts • Financial Agreements (CTF) Risk
Queries
• Insurance Licensing Assessment Forms
and Contracting • Multi-Country • IP Due Diligence • Licensing Violation • Invoice Processing
Regulatory Audit Audits • Data Management & and Billing
• Data Reconciliation • Distribution, Agency Reconciliation
and Application • Compliance Report and Sponsorship • Automatic Renewal
Processing Generation Reminders and
• R&D, Licensing and JV Renewals
• Audit Log Capture

Confidential – do not distribute.

Automation Use Cases – IT Operations & Support
IT Operations and
Maintenance
• Operations monitoring
• Application and
system installation,
testing, verification
• User initiated
applications and cloud
provisioning
• IT helpdesk tasks
• Ticket handling
• Systems testing,
staging and bugs
tracking
• Vendor master file
updates
• Self-healing
Confidential – do not distribute.
End User Support Asset Tracking and Data Migration and Cybersecurity Compliance &
Management Tracking Reporting
• IT & user accounts • License management • Data ingestion and • Event and threat • Aggregate data from
setup extraction logging and admin multiple sources
• Inventory tracking notification
• Automated ticket • Data migration and • Data cleansing and
creation and • Software audits validation • Diagnostics summarizing
remediation
• Compare licenses • Fault remediation
• Report creation and • Risk assessment,
• Stale ticket closure purchases to licenses distribution • Status reporting complaints management
contracted
• Asset request
fulfilment • Data de-duplication • Shut down • Compliance report
• Vendor onboarding unauthorized access
• Employee personal and off-boarding • Data formatting • Audit log
data capture & • Identify and prevent
entry • Asset utilization • Data aggregation to zero day attacks • SOX, GDPR, CCPA,
tracking and reporting create richer data set FISMA, HIPAA, PCI DSS,
• SLA compliance • Filter out false
Basel III and many
monitoring • Report creation • Extracting structured positive threats
others
and semi-structured
• Team productivity • Security and data
• Asset aging and data from documents auditing
measurement retirement
• Application testing • Data collection from • Anomaly detection
the web
 Resilient BCP during times of (Global) Crisis

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9
Mitigating Business Disruption Across Corporate Functions
Finance &
Accounting
• Managing liquidity and
cash flow crunch
• Enabling workforce to
deal with added
requirements on timely
accounting and financial
reporting
• Handling of Force
Majeure triggers for
contract obligations
increasing default risks
• Handling of increased
workloads from
heightened security,
legal, and financial (SEC)
disclosures
• Supporting need for
timely business scenario
modeling to assess
business impact
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Supply Chain
IT HR Customer Care (Operations)
• Enabling Help Desk • Tracking status and • Handling increased call • Handle stockpiling and
teams to work remotely public health volume from adjustment in inventory
announcements customers, partners, and procurement
• Deploying new and suppliers
applications for remote • Setting up emergency • Managing of new supplier
access employee • Increasing or reducing selection and onboarding
communications workforce by location Tier-2 & 3 suppliers
• Setting up security
policy updates for all • Updating workplace/ • Handling of • Handling of increased call
remote users work from home policies notifications to volume in supplier and
customers, partners, customer support centers
• Implementing 2-way • Scheduling workforce and government
emergency team management due to • Automating joint supply
response higher labor demands • Alleviating workload in chain planning with 3PL
communication and labor shortage customer service companies
request processing
• Setting up cloud • Handling additional • Coordinating supply chain
infrastructure, data timecard and overtime program management
management, updates, payroll needs with supply network
and disaster recovery
• Reporting labor • Securing and adjusting
• Implementing crisis compliance logistics and
management and transportation options
business continuity • Providing sick leave bank
process
• Enabling special
accommodations
 Coping with New Back to Work Processes & Regulations

Plan Communicate Execute Monitor

• Define various safety • Set up • Integrate the • Command center to

processes for “Back communication systems to initiate monitor and enforce
to Work” channel with the processes -
employees
• Reduce in person • Employee • Employees
dependency on • Set up Chatbot or shortlisting for wearing masks
process execution use existing office commute • Following social
collaboration tool - distancing
• Plan command FAQs, • Visitor • Alerts on high risk
center and announcements, management profile visitors
escalation owners emergency contacts system for Aadhar • Drivers commuting
& Zone via red
• Regular updates on identification zones/hotspot
situation to be • Reporting &
communicated • Contractor/drivers Analytical
location tracking dashboard

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 Why partner with Automation Anywhere?

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To Automate END to END Processes you need a SINGLE platform

DATA ENRICHMENT PROCESS ANALYZE & REPORT

SUPPORT/
DATA CAPTURE DATA VALIDATION RECONCILE SELF SERVICE

Cognitive
Automation
Unattended
Robotic Process
Automation Smart
(RPA)
Analytics
Attended
RPA
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 Automation Anywhere Digital Workforce – An Evolution of RPA

Robotic Process Cognitive Smart Digital

Automation Automation Analytics Workforce
RPA is a business Cognitive Automation Smart Analytics Is a Digital Workers are
process automation is a software platform software platform to virtual employees that
software that enables to mimic human enable business and enhance and augment
you to create software cognitive capabilities operational users with human work by
robots to mimic by combining multiple the drag and drop combining AI, machine
human user actions technologies like AI, ML convenience of learning, RPA, and
performed on and Fuzzy Logic visualizing real-time analytics to automate
computer systems and business and business functions
application user operational from end to end
interfaces. intelligence

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#AutomationAnywhere The Undisputed Global Leader in AUTOMATION
A pioneer of the Digital Workforce

40+ 1.8M #1 in Top 10 Robotic Process

Automation (RPA) Products
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 Automation Anywhere - Intelligent Digital Workforce PLATFORM

Productivity Packs Bot Store

Pure Cloud

1. Discover 2. Capture 3. Automate 4. Optimize

Cloud Enabled

Process Discovery Cognitive Robotic Process Analytics

Automation Automation

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On-premises w/cloud
updates
Control Room Bot Creator Bot Runner Attended Bots Unattended Bots

AI-powered, Cloud-native, Web-based Intelligent Digital Workforce Platform Delivery

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Automation Anywhere - Intelligent Digital Workforce ECOSYSTEM

AUTOMATION CUSTOMER
ANYWHERE SUPPORT
UNIVERSITY
Global 24x7x365 support
Global RPA certification program

PROFESSIONAL A-PEOPLE
SERVICES COMMUNITY
Technical RPA consulting Active forums, resources, and
documentation

PARTNER CUSTOMER SUCCESS

ECOSYSTEM ENGINEER
700+ global system integrators and Dedicated RPA engineer assigned
business process outsourcers to your organization

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Demo Links

Discovery Bot IQ Bot Enterprise Bot Insight

Process Discovery Data Understanding Robotic Process Smart Analytics

Automation

https://resources.automationanywhere.com/wisti
a-automation-anywhere/discovery-bot

https://resources.automationanywhere.com/wistia-automation-
anywhere/end-to-end-invoice-processing-with-iq-bot

Unattended : https://resources.automationanywhere.com/wistia-automation-
anywhere/enterprise-a2019-how-to-create-a-bot-using-the-visual-design-flow

Attended – Human Bot Collaboration : https://resources.automationanywhere.com/wistia-automation-

anywhere/enterprise-11-x-use-cases-attended-automation-2-0-imagine-video

Attended – Digital Assistant : https://resources.automationanywhere.com/wistia-automation-

anywhere/automate-directly-from-excel-automation-anywhere-enterprise-a2019

https://resources.automationanywhere.com/wistia-automation-
Confidential – do not distribute. anywhere/rpa-enabling-variable-tagging-in-bots-for-data-analytics