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Agenda

• What is RPA?
• How disruptive is RPA?
• Why is it important to adopt RPA?
• RPA Architecture Overview
• Case Studies
• Cross Industry Use Cases
• Takeaways from RPA Implementations
• What is needed for an RPA mindset?
What is Robotic Process Automation
S ECURITY

• Software program performing jobs that can be coded as


instructions
C OMPLIANCE

• Best suited for repetitive and rule driven tasks –


improved employee morale
O PTIMIZATION
• Achieves greater accuracy and compliance

• Decreased cycle times and improved throughput


R OBUST

• Achieves concurrency at a low cost

• Non Invasive and Technology Agnostic E FFICIENCY

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How disruptive is RPA ?
RPA aims to extract out the “robot” from within the FTE and
allow them the bandwidth to concentrate on more strategic jobs

RPA helps ease redundant and mundane activities


by speeding up execution of rule driven tasks. – altering BPO and
outsourcing

RPA is non invasive. It does not interfere/impact the underlying


technology layer.
Bots will not take up your job.
The disruption observed is in the mode of achieving tasks –
“Something recurrent that you would deploy a FTE to do, can be They will help you do it faster and let
done even faster through a software program” you focus on more productive tasks.

RPA Tools are 65% less expensive than a FTE

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Why is it important to adopt RPA as early as possible?

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RPA Architecture Overview

Emails

RPA Solution Legacy


Systems

On Premise Installation Virtual Machine Cloud


Case Study : Retail meets RPA

Baseline : Using RPA for streamlining reporting

Problem Statement :
Data from 13 different IT systems are being collated,
standardized and rule sets are being applied for generation Solution:
of reports. Concerns seen are with respect to the accuracy As an out of the box solution, Robotic Process Automation was
of results, time of delivery and clumsiness of the process. introduced as an alternate method of operation of the reporting
Impact on strategic reporting, planning and decisions task. This project was incubated by JKT and the client and as a
result 400+ reports have been successfully churned out
Diagnosis:
JKT sent their consultants to figure out the problems in the
The improvements which this brought :-
way the reporting was being done. It was found that the • Reduced dependency – 78% unattended automation and
bottleneck lies in the communication nodes and the fact 22% attended automation
that manual handling of data resulted into transformation, • Shorter Delivery Time
data losses and delays. Moreover the team working on this • Accuracy
task felt a lack of job satisfaction adding to the irregularities • Optimization of resource and reduced cost pressure
in the process.
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Case Study : Real Estate meets RPA

Baseline : Using RPA for streamlining Accounting


Processes

Problem Statement :
Accounting Processes which are critical within any Solution:
organization were being handled manually leading to loss of As an out of the box solution, Robotic Process Automation was
time, data and money. introduced as an alternate method of operation of accounting
processes. This project was incubated by JKT and the client and
as a result tasks like Procure to Pay, Invoice Verification,
Issuance of Payment etc.
Diagnosis:
The improvements which this brought :-
The client wanted to have a operation framework, less • Reduced dependency – 100% unattended automation
dependent on man-power since the data handled were • End – End Accurate processing
sensitive and high value. The JKT consultants found a way of • Optimization of resource and reduced cost pressure
creating unattended automations to do the PR, PO, Invoice • Improved Reporting and Dashboard <added analytics
matching etc. tasks. feature>

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Cross Industry Use cases

Procurement Finance and HR IT/Security Customer


MIS Engagement
Account Manage User Status Inquires
Procure-to-
receivables, employee Provisioning/ and Requests
pay workflow
payables master data Deprovisioning
Recruitment, Positive
Bid Reconciliation and Data
Onboarding, Follow-ups
Management Journal Entries Migrations
Offboarding
Tender and Financial Expense Environment CRM Account
Contract Reporting Reimbursement Management Management
verification

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Task-wise Use Cases for RPA
User Management Report Generation and Notifications Inventory Management

Accounting Process -Procure to Pay Regular System Diagnostics Invoice Processing

Customer On Boarding Regression Testing Issuing Refunds

Data Migration and Entry Fault Remediation Updating Vendor Records

Data Extraction, Transformation Scheduled data backup and purging Streamlining Supply Chain Processes

Handling Bills and Claims Financial Planning and Forecast Product Categorization

Generating Mass Emails P&L Preparation : Balance Sheet Matching Back Office Processes

Invoice Generation and Processing Customer Due Diligence Quality Assurance

Updating CRM Employment History Verification Application Life Cycle Management

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Takeaways from RPA Project Implementations
Process Selection plays a critical role

Optimize before Automating

Visible and Measurable Design Approach ,


approved by process owner

Dependency Study

“Visualize before Implement” approach

Continuous feedback and improvement

Focus on reusability

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What is needed for an RPA mindset ?

• Be clear about existing process architecture and proposed “to-be” state


Clarity
• Be realistic about automation goals

• Collaborative mindset to achieve targets


Focus
• Streamline action items and reach consensus quickly

• Create sense of urgency and momentum to meet timelines


Drive
• Engage all stakeholders necessary for project success

• Do not be unwilling to change action plans if required


Flexibility
• Propose alternate workflows to reach the desired objectives

• Maintain an open approach with process, people and practices


Openness
• Be willing to take risks

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I N D I A
THANK YOU
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