Intelligent Automation

101
 1 SESSION 1: RPA

TABLE
OF 2 SESSION 2: CHATBOT
CONTENTS
3 SESSION 3: COMPUTER VISION & NLP
Session 1
 What is Intelligent Automation?

Intelligent Automation is a combination of Robotic Process Automation (RPA)

and Artificial Intelligence (AI) technologies which enables an organization to
rapidly automate end to end business process and accelerate digital
transformation

Robotic Process Artificial Intelligent

Automation Intelligence Automation
Intelligent Automation is here to stay for a long time

Global RPA software revenue is projected to reach

1 $1.89 billion in 2021, an increase of 19.5% from
2020 - Gartner

By 2025, 50% of enterprises will have devised

artificial intelligence (AI) orchestration platforms to
2 operationalize AI, up from fewer than 10% in 2020 -
Gartner

Worldwide revenues for the AI market, including

software, hardware, and services, are forecast to
3 grow 16.4% year over year to $327.5B in 2021 and
cross $500B by 2024 - IDC
 Robotic Process Automation (RPA)

Robotic process automation (RPA) is a software technology that makes it easy to build, deploy, and manage
software robots that emulate humans actions interacting with digital systems and software - UiPath

Business processes should meet certain criteria to be a

RPA ‘bot’ can mimic the work a human is doing today
suitable candidate for RPA

➢ Can understand what is there on the screen ➢ Structured data

➢ Can complete the right keystrokes ➢ Defined business rules in the process
➢ Can click on a button ➢ Requires manual effort
➢ Can navigate between systems ➢ Is repetitive in nature
➢ Identify and extract data ➢ Streamlined and defined process
➢ Perform wide range of defined actions

“The first rule of any technology used in a business is that automation applied to an efficient operation will
magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the
inefficiency.“ - Bill Gates
 Benefits of Robotic Process Automation

Improved Reduction in
Major cost saving Increased accuracy Greater scalability
productivity turnaround time

Improved Increased customer More value from Accelerated

Happier employees
compliance satisfaction employees transformation
 RPA landscape

RPA has been adopted successfully by many

industries

Banking &
Insurance Healthcare
Finance

Telecom Manufacturing Public Sector

Retail & CPG BPO Pharma

*Image Source – Forrester Research

 There are two types of RPA bots which follow standard RPA bot development
lifecycle

Attended RPA
➢ Attended RPA bots work like a virtual assistant,
Build: Build bot to
automate the process helping an individual employee to boost productivity
➢ Employees trigger the bots manually whenever there
is need to run the bot
➢ Attended bots are usually used to automated small
scale processes/ tasks

RPA Lifecycle Unattended RPA

Discover: Identify suitable
process to be automated
Operate: Run the automated ➢ Unattended RPA bots are scheduled to run an
process and monitor ROI automation on its own
➢ Unattended RPA bots operate on a preset schedule,
or as triggered by logic in the process flow
➢ Unattended bots are usually used to automate large
scale processes end to end
 RPA Discovery

RPA discovery is the method of analyzing a set of business processes and identifying most suitable
processes for automation

RPA Discovery Process

1 2 3 4 5

• Identify processes in Perform detailed Prioritize processes Identify the right Develop business case
scope for assessment assessment of each for automation based Intelligent for each process and
process using a on business value Automation create road map for
• Collect basic process
structured framework (monetary benefits) technology for deployment
data from process
vs process complexity process automation
SME
Approaches towards automation

Top Down

Bottom Up

Driven by Automation Center Citizen automation driven by

Of Excellence citizen developers/ employees
 RPA Center of Excellence

An automation CoE is an internal, self-sustaining, and scalable team of experts that runs and maintains software robots. It enables an
What

organization to scale RPA at the enterprise level through the establishment of organization-wide RPA standards processes and procedures,
sharing best practices, driving common technology adoption, and creating a robust governance model

Why
1. Helps is centralizing and
streamlining automation
pipeline
2. Standardization of
methodologies across
the organization
3. Better governance
4. Provides a central team
of experts
5. Helps in scaling up faster
6. Easier to achieve high
ROI with guidance from a
COE
7. Helps in automation
adoption across the
organization
8. Stays on top of latest
technologies and trends
*source: UiPath
 Citizen Automation

Citizen Automation is a bottom-up approach to automation in which automation in an organization/ business unit is primarily driven
What

by citizen developers or employees of the organization/ business unit. There is still an Automation COE who is responsible for overall
governance, infrastructure and standardization but majority of small automation tasks are developed by citizen developers

Why
1. A center of excellence selects only those use cases which
provide high ROI, have high volume and require many
FTEs
2. Majority of small manual tasks performed by employees
are not selected by COE due to negative ROI

Benefits of Citizen Automation

1. Employees can automate mundane manual tasks, thus

improving productivity
2. Citizen Automation helps in scaling up automation at a
faster rate
3. Accelerates digital transformation through out the
organization
 RPA Use Cases
Banking & Financial Services
• KYC processing
• Loan processing
• Trade execution
• Spend audit
• Financial reconciliation
• Regulatory compliance
Retail & CPG
• Inventory management
• Claim and return automation
• Automated stock replenishment
• Supply chain management
• ERP management
• Sales analytics
Insurance
• Claim processing
• Underwriting
• Regulatory compliance
• Data entry and validation
• Invoice creation
• Group policy issuance
• Reconciliation
Telecom
• Customer onboarding
• Customer support
• Invoice processing
• Billing
• Debt collection
Manufacturing
• Inventory management
• Invoice processing
• Customer support
• Reporting and analytics
• Sales order integration
• Data migration
Healthcare & Pharma
• Claim processing
• Appointment scheduling
• Billing
• Regulatory compliance
• Reporting
RPA Demo with UiPath

1 Go to https://www.uipath.com/product/automation-cloud to register for UiPath automation cloud

2 Click ‘Try Automation Cloud’ button

3 Click on ‘Get Automation cloud for community’

4 Register/ Sign In with your google account

5 Click on Self
RPA Demo with UiPath

6 Click on Download UiPath Studio

7 Install UiPath. Upon installation launch the

Application and Sign In

8 Click on either Studio or StudioX based on

your need.
• Studio is for developers with
programming language
• StudioX is a low code environment
suited for business users
• In this training we have used Studio
version
 UiPath components
UiPath Studio
UiPath Studio is an integrated development environment
for RPA developers to design, develop, and debug
automation projects. Studio connects with Orchestrator
to publish automated processes as NuGet packages to
feeds. From there, they are distributed to robots to be
executed
There are three types of profiles available for Studio
• StudioX is meant for business users looking to
automate tasks for themselves and their immediate
teams.
• Studio is meant for RPA developers looking to build
complex unattended or attended process
automations.
• Studio Pro is meant for more advanced developers.
This more advanced IDE contains test automation
tools, RPA testing, and advanced coding services
UiPath Robot
A software robot is an execution agent that runs
automations built with the Studio family and then
published as packages either locally, or to Orchestrator.
There are two types of UiPath robots and they differ
both in the way they work and in the way they are
licensed:
Attended Robots
They are digital helpers for human users. They work on
the same machines as humans, during the same hours.
They are triggered directly by humans (usually through
UiPath Assistant) or by an event related to what the
human user does. For example, opening an application
or receiving an email.
Unattended Robots
These are meant to work non-stop, with as little input
from human users as possible. They are deployed on
separate machines and their jobs are triggered
exclusively from Orchestrator.
UiPath Orchestrator
Orchestrator, the heart of automation
management, is a web application that allows
managing, controlling, and monitoring the
robots and the automations. With Orchestrator
we can deploy, trigger, measure, provision,
track, and ensure the security of every robot in
the organization. Orchestrator also functions as
a repository for libraries, reusable components,
assets, and processes used by robots or by
developers.
Main capabilities of Orchestrator:
• Provisioning of robots
• Control and license distribution
• Automation storage and distribution
• Running automation in unattended mode
• Monitoring
UiPath architecture : Attended Robots
UiPath architecture : Unattended Robots
Thank You
Appendix
RPA Discovery
 RPA
Step 1: Pre-Discovery - Identify processes suitable for Intelligent Automation Discovery

Identify process Collect Data Prioritize

▪ Align with Intelligent Automation
Strategy of the organization
▪ Based on the strategy and
Intelligent Automation program
objectives, identify key process
areas
▪ Collect high level data on the ▪ At a high level prioritize 4-5 key
identified process end to end processes
▪ Data such as # of FTEs deployed, #
of activities, # of systems
involved, type of data, pain
points, quality/accuracy etc.
 Step 2 (1/3): Discovery - Conduct detailed assessment of the identified
processes and prioritize processes based on structured assessment

Create Process Metrics Create response category Capture process details Prioritize process

▪ Create standard set of ▪ Calculate weighted sum by

▪ Define a set of responses ▪ Capture detailed process
metrics to capture detailed multiplying metrics weight
for each metrics information across each
process information and response score
▪ Assign score to each standard metrics
▪ Assign weight to each ▪ Assign weighted sum to
response category ▪ Assign score to each
metrics each process
▪ Score has a range from 1 response according to the
▪ Metrics weight has a range ▪ Prioritize process for
to 3 predefined range of
from 1 to 5 automation according to
response
weighted sum

Key Deliverables

• Filled up process assessment template for each process in scope

• List of identified and prioritized processes based on assessment template/ framework
 Step 2 (2/3): Discovery – Prioritize processes based on structured
assessment framework
Weighted Sum of weighted
Criteria Related question Score explanation Score Weight
score score
1 - Over 50% of data is paper based and/or unstructured in documents
received
Digital Data
Is data available in digital format? 2 - Some data is paper based and/or unstructured in documents (<50%)
Availability
3 - All data is obtained either in digital format or via OCR read structured
forms
1 - Not rule based
Does the process rely mostly on
Rule Based 2 - Partially rule based
business rules?
3 - Rule based
1 - Ad-hoc / less than 6 times a year
What is the frequency of performing the
Frequency 2 - Monthly/bi-monthly
process?
3 - Weekly/daily
1 - <100 transactions per month
Does the process have high transaction
Transaction Volume 2 - 100 to 5000 transactions per month
volumes?
3 - more than 5000 transactions per month
1- <1 minute / transaction
How much time is spent per
Time per Transaction 2 - 1 to 5 minutes / transaction
transaction?
3 - more than 5 minutes / transaction
1 - <3
What is the total number of FTE working
# of FTE 2 - 3 to 10
on the process?
3- >10
1 - Not at all
Level of
Is the process standardized? 2 - Minimum standardization
Standardization
3 - Very standardized
1- Unstructured (e.g. sentences, emails, letters, contracts)
Is the data structured (e.g. tables, web
2 - Semi structured (e.g. tables, web forms, sentences, emails, letters,
Data Type forms) or unstructured (e.g. sentences,
contracts)
emails, letters, contracts)?
3 - Mostly structured data (e.g. tables, web forms)
1 - Not available
Process Does the process have well-defined
2 - Available but not extensive
Documentation desktop procedures?
3 - Available and extensive

* An illustration of process assessment questionnaire

 Step 2 (3/3): Discovery – Prioritize processes based on structured
assessment framework
Weighted Sum of weighted
Criteria Related question Score explanation Score Weight
Score score
1 - More than 3 applications
How many applications does the process
# of Applications 2 - Two or three applications
interact with?
3 - One application
1 - Source system data is error prone
Where is the major source of data 2 - Data captured manually
Data Source Quality
quality errors? 3 - Upstream data is manually transferred into one system from another
system
1 - >50% of the processes or components of the process are automated
Existing Process What level of automation currently
2 - <50% of the processes or components are automated
Automation exists?
3 - Little to no automation
How frequently are the development 1 - ~Monthly
System Change cycle/system updates/bug fixes/new 2 - ~Quarterly
releases of your core systems? 3 - ~Annually
1 - Yes, currently taking place
Are there any major transformation
Change Portfolio 2 - Yes, planned for later this year
programs taking place in your area?
3 - None planned for this year
Are there opportunities to use new 3 - Yes, considerable scope to self serve or use OCR
Opportunity to
technology such as digital self-serve or 2 - Yes, Some scope to self serve or use OCR
Innovate
OCR to enhance efficiency and service 1 - Little or no scope
Is the process time sensitive? Does the 1 – No
Time Sensitivity decrease in turnaround time impact 2 – Moderately
customer satisfaction? 3 – Yes, very much
Is the process considered sensitive (e.g., 1 - Yes
information security or data privacy 2 - Slightly
Process Sensitivity
requirements or involves compliance to
3 -Little to none
statutory/regulatory requirements)?
1 - Yes
SOX implications Is this a SOX related/adjacent process? 2 - Unclear
3 - No

* An illustration of process assessment questionnaire

 Step 3: Discovery – Identify appropriate Intelligent Automation technology/
toolkit for the selected processes
What is the type of your data?

Structured Semi-structured/ Unstructured

Is your process rule based, Process requires analyzing text- Process requires analyzing image-
streamlined & standard? based data based data

• Semantic Analysis
• Speech to text
Yes No • Text to speech

Process mapping/
RPA NLP Computer Vision
standardization, Lean

Key Deliverables

• Documentation with appropriate Intelligent Automation technology/ toolkit mapped to each process

* A high-level decision tree of Intelligent Automation

 Step 4: Discovery – Create business case and implementation roadmap for
selected and prioritized processes

Identify scope Identify benefits Determine cost and timeline

▪ Identify development and

▪ Create business case ▪ Identify both qualitative and
infrastructure cost
document quantitative benefits
▪ Create project timeline and
▪ Document in scope and out of ▪ Identify and communicate ROI
roadmap
scope process

Key Deliverables

• Completed business case document for each process

• Project benefits/ ROI documentation
• Project implementation roadmap and timeline