an introduction to rpa

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ROBOTIC PROCESS AUTOMATION AN INTRODUCTION

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Page 1: An Introduction to RPA

RO BO T IC PRO CES S AU T O MAT IO N

A N I N T R O D U C T I O N

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INTRODUCING ROBOTIC PROCESS AUTOMATIONTHE JOURNEY TO ROBOTIC PROCESS AUTOMATIONHOW ROBOTIC PROCESS AUTOMATION WORKSABOUT THE DIGIBLU NETWORKBLUE PRISM CASE STUDIES

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ROBOTICS WILL CHANGE TODAY’S WORKPLACE AS DRAMATICALLY AS DID THE MACHINES OF THE INDUSTRIAL REVOLUTION

CREATING VIRTUAL WORKFORCES

Robotics will soon be ubiquitous and, with the ‘bots’ coming, advantage lies with organisations that can unlock the full potential of automation technologies. Facing relentless pressure to reduce costs, and with challenger start-ups being fully automated by design, incumbents are driven to innovate their operating models to dramatically reduce labour costs, improve productivity and increase the speed of innovationRecent estimates hold that nearly 80 million jobs in the United States and 15 million jobs in the United Kingdom are good candidates for automation. McKinsey estimates the financial sector has the technical potential to automate activities taking up 43 percent of its workers’ time. We don’t, however, foresee an impending workforce apocalypse. While RPA enables downsizing as low-end tasks are automated, this is often offset by workers released to meet demand elsewhere, to more value-adding roles and by natural attrition And the journey has begun, with organisations worldwide creating virtual workforces to fully digitise their processes:o Using Blue Prism’s Robotic Process Automation (RPA), an international bank has automated a

range of processes saving over 1000 FTE. A national retail bank has automated over 130 business processes. Another global tier 1 bank recently placed an order for >1000 software robots

o A global telco uses 160 robots to process up to 500,000 transactions each month, yielding a three-year return on investment of between 650-800% and reducing turnaround times from days to just minutes

o It is reported that a third of global enterprises are active with RPA, significantly across processes long beset by manual interventions, such as invoice processing and collections, as well as higher-value areas, such as reporting analytics

DigiBlu are specialists in implementing RPA and creating virtual workforces. You may not know where to start, and your end destination may not be fully defined, but we have the expertise to help you on your way: starting small with a Pilot, drafting the roadmap, scaling fast and capturing the benefits of automation

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THINK OF A SOFTWARE ROBOT AS A PERSON ON YOUR TEAM. TAKE A REPETITIVE RULES-BASED TASK, MAP OUT THE BUSINESS PROCESS AND ASSIGN THE ‘BOT’ TO MANAGE IT

WHAT IS ROBOTIC PROCESS AUTOMATION

A virtual workforce controlled by business operations teams

Emulates human execution of repetitive processes using existing applications

Interacts with any application or system using non-invasive techniques

o Automated solution works 24/7/365

o Complete traceability of every robotic action and decision

o Enterprise scalability to create a responsive virtual workforce

o Increased consistency and double-digit reduction in error rates

o Provisioned, governed and supported by IT

o ‘Trained’ (configured) by business users

o Brings governance to departmental tools and point solutions

o Cuts data entry costs by up to 70%

Mimics what people do by autonomously logging on, capturing data and orchestrating various applications and systems

Smart software that enables rules-based outcomes and formulae, applied in seconds

Conducts high-volume, repeatable tasks that humans find mundane, make errors and take a long time to accomplish

Configured by operations employees using a flow chart of the procedure. A typical process can be configured to be production strength and operational within six-weeks

Operates multi-step tasks across multiple systems to process transactions, manipulate data, trigger responses and send reports

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RPA (BLUE PRISM) HELPS CREATE DIGITAL WORKFORCES AT ENTERPRISE SCALE

THE ROBOTICS LANDSCAPE

- User enablement (typically desktop deployed)

- Per-screen based- Suitable for small teams - Challenging to scale, secure and

govern- IT focused development tool

- Highly resilient automation of business applications

- Highly scalable and robust (data-centre secured)- Full audit-ability and security options- Graphical flow-chart interface- Comprehensive exception handling / “lights-out”

processing- Full methodology and framework for delivery- Governed and secured by IT, controlled by

business

- Unsupervised learning- Autonomic- Non-deterministic

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HISTORICALLY, LABOUR HAS BEEN THROWN AT ISSUES THAT AROSE FROM PROBLEMS WITH PROCESSES AND APPLICATIONS NOW, SOFTWARE ROBOTS CAN DO THE JOB – CHEAPER, FASTER AND BETTER

ROBOTIC PROCESS AUTOMATION SPANS GEOGRAPHIES, LINES OF BUSINESS AND TECHNOLOGIES – AUTOMATING PROCESSES IN A NON-INVASIVE WAY

AUTOMATING THE LONG TAIL

CORE SYSTEMS RUNNING LARGE PROCESSES

Large-scale IT deployments such as CRM, ERP, Core

Banking, PAS

PATCHWORK OF SYSTEMS PERFORMING ROUTINE RULES-BASED PROCESSING

Invariably, patchworks are “glued together’ via numerous and expensive manual interventions

PROCESSES STILL MANUALLY PERFORMEDThe benefit of automating them has been outweighed by the cost

BUSI

NESS

VAL

UE

IT RESOURCE OPS RESOURCE

RPA LOGS-ON AUTONOMOUSLY TO ORCHESTRATE APPLICATIONS AND SYSTEMS

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

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

o Automated preparation of reports – e.g. for regulatory authorities; automates the extraction of data to provide accurate and timely reports

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

o Straight through processing – workflow enabled interactions; automatically enters inputs from source systems into target systems, from trigger to completion

o ‘Virtual’ system integration - transfers data between disparate and legacy systems by connecting them at the user interface level instead of implementing new data infrastructure and APIs

o Application migration – migrates application data, records and history as part of an upgrade or migration project

RPA CAPTURES AND INTERPRETS EXISTING APPLICATIONS FOR PROCESSING A TRANSACTION, MANIPULATING DATA, TRIGGERING RESPONSES AND COMMUNICATING WITH OTHER DIGITAL SYSTEMS

TYPICAL USES OF RPA

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BEYOND THE BENEFITS OF COST, SPEED AND QUALITY, ROBOTIC PROCESS AUTOMATION ENABLES SCALABILITY, FLEXIBILITY AND RESPONSIVENESS

THE BENEFITS OF RPA

core benefits added valueo Human effort shifted to value adding tasks that involve interaction,

judgment and interpretation - improved job satisfaction; new value

o Rapid response and innovation enablement – fast automation of processes and rapid integration of front-end digital technologies with back office legacy environments: a potential lifesaver for incumbents struggling to keep pace with new rivals

o Increased operational agility – robots can scale up and down and switch their tasks according to demand. If requirements change, a robot can be trained quickly to adapt, without the constraint of business silo or human resource issues and associated training costs

o Improved compliance - especially in highly-regulated industries. RPA improves control by providing consistent adherence to set rules. All tasks are tracked and monitored to aid compliance evidencing and audit trails

o Improved customer experience – faster service delivery; 24 hour coverage; staff freed-up for customer-facing roles

o Provides insight – RPA makes gathering and organising data easier so a company can predict future outcomes and optimise their processes

o No Human Resource issues – robots don’t go sick, require performance reviews or compensation increases and don’t depart for jobs with competitors

Cheaper

Better

Fastero 4 x the processing speedo Working 24 / 7 / 365

o 100% accuracy: no human errors, no rework

o Fully audit-able and compliant

o A software robot costs much less than a human worker and each does the work of 3-5 FTEs

o Reported cost reductions range from 35-80%

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INTRODUCING ROBOTIC PROCESS AUTOMATIONTHE JOURNEY TO ROBOTIC PROCESS AUTOMATIONHOW ROBOTIC PROCESS AUTOMATION WORKSABOUT THE DIGIBLU NETWORKBLUE PRISM CASE STUDIES

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THE FIRST STEP TOWARDS AUTOMATION, WE RECOMMEND, IS A PILOT TO ANSWER QUESTIONS AND GAIN STAKEHOLDER BUY-IN; STARTING BOTTOM UP AND SHOWCASING THE BENEFITS

PILOT

Assess candidate processes for rapid piloting in development environment:o Chose business area

where large no. of processes are still handled manually

o Identify rules-based processes with digital triggers, high volumes (with potential to release at least 3 FTE?), relatively few system interfaces and human exceptions

Identify transition principlesEstablish leadership & stakeholder engagement

Map the processes to keystroke level (detailed walkthrough)o Activitieso Business decision ruleso Applicationso Inputs/ outputso Variations, exceptionsGet sign-off by Business OwnerEstablish baseline and agree performance targetsSelect target design and RPA steps to minimise handovers between people and robots

Build robots to perform the processes in an automated wayUse agile development and on-going testingDefine interactions between robot & systems (including ‘wait’ rules & others)Define changes to staff rolesDocument process automationDemo / Showcase the automated processes (executive overview, demos, video etc.)

Run test cases to identify and capture exceptionsEngagement with IT, migrate functionality to production environmentHand over of Process Control Operation Guide for on-going execution and support of the RPA processTrain selected SMEs to operate the robotsRedeploy staff as necessaryWire in sustainabilityPlan next steps

DigiBlu Resource

– Project Manager to engage with client, agree success criteria and project plan, track performance and measure success against established criteria

– Business Analyst to lead opportunity assessments, define the business case, create the process definition documents and support the testing as required

– Developer/s to develop automations with in-scope systems to prove Blue Prism can operate within client’s ecosystem

Client Resource

– Sponsor / Business Owner– Subject Matter Expert/s to help map process, explain business rules

and exceptions, perform test runs and assess capability– IT professionals, as required – to enable access (logins & passwords);

provide infrastructure (laptop / PC) for robot deployment; and grant temporary administration access to load Blue Prism software

SCOPING [1 week ]

MAPPING [1 week ]

AUTOMATION [2 weeks ]

TESTING/HANDOVER [2 weeks ]

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THE PILOT DEMONSTRATES THE EFFECTIVENESS OF RPA

THE OUTCOMES OF THE PILOT

Demonstrates the benefits that automation brings to the selected processes and tasks

Proves the effectiveness of RPA technology - shows how RPA works in situ with existing systems and how easy it is to use

Highlights the technical and capability requirements for full-scale roll out and clarifies roles and responsibilities for the automation programme

Demonstrates the low risk, ease and speed of implementation

Gets key stakeholders engaged, at the strategic (C-suite) and operational levels (process owners and IT)

Delivers decent financial benefits for your initial outlay (i.e. in-year payback)

Continues to deliver value after the initial implementation: a fully functional process, expect 300-600% ROI over 3 years

Begins the strategic journey to the robotic workforce

THE PILOT HELPS GAIN MOMENTUM AND STAKEHOLDER BUY-IN SO BUSINESS OPERATIONS ASK, “WHAT ELSE CAN WE AUTOMATE?”

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HAVING PRIORITISED PROCESSES, YOU CAN SCALE FAST THROUGH ‘SPRINTS’ UNTIL RPA IS INSTITUTIONALISED IN THE ORGANISATION

STAGES IN THE AUTOMATION JOURNEY

o Establish sponsorship and governance

o Select initial processes and baseline performance

o 1st sprint (the Pilot) – deliver initial processes

o Demonstrate the benefits o Identify and prioritise further

processes

INITIALISE INDUSTRIALISE INSTITUTIONALISE

o Implement RPA in sprintso Make organisational changeso Capture benefits and showcase

successeso Define vision and target operating

model for automation, plan transformation journey

o Plan impact on people and organisation

o Baseline performance, build benefits case and set CSFs and KPIs

o Implement the required infrastructure, support model and core RPA team

o Establish demand pipeline

o Transformed, low-cost & high-performance operating model

o RPA scaled across the enterprise providing back-office and support functions

o Virtual workforce embedded at the heart of the organisation with optimal human / digital performance

o RPA built into future organisation design

o Culture of continuous improvement embedded within RPA function

o Automation skills developed and other teams trained

o Library of reusable objects established

THINK BIG: AT LEAST THE FUNCTIONAL LEVEL RATHER THAN MERE PROCESS-BY-PROCESS ‘START SMALL, SCALE FAST AND GET ORGANISED’

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INTRODUCING ROBOTIC PROCESS AUTOMATIONTHE JOURNEY TO ROBOTIC PROCESS AUTOMATIONHOW ROBOTIC PROCESS AUTOMATION WORKSABOUT THE DIGIBLU NETWORKBLUE PRISM CASE STUDIES

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PROCESS AUTOMATION USING BLUE PRISM HAPPENS IN TWO STEPS. FIRST, A LIBRARY OF TASKS (OBJECTS) IS BUILT…

OBJECT STUDIO

Objects model interactions between a person and a system, for example:o Launch applicationo Log ino Navigateo Read / Write information

Objects are centrally stored for reuse across processes, resulting in:o Consistency and scalabilityo Reduced modelling time for subsequent processeso System changes only needing to be updated in one

location (instead of for each process)

DigiBlu provides a library of commonly used objects (e.g. interactions with MS Office)

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… SECONDLY, OBJECTS ARE LINKED TOGETHER TO FORM PROCESSES

PROCESS STUDIO

Process Studio is where the process logic (business rules) are modelled

Processes reference pre-built objects to complete the process

Sub-processes can be built to account for different variations in the main process

Process Studio includes Management Information reporting to highlight areas for future improvement

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RPA RUNS THE PROCESS FROM END-TO-END. IN THIS EXAMPLE AN E-FORM IS RETRIEVED, ELIGIBILITY IS CHECKED, THE APPLICATION PROCESSED AND THE BANKER NOTIFIED

BROKER ON-BOARDING PROCESS – BENEFITS OVERVIEW

Operator: o Check Eligibilityo Review Directoryo Broker Portalo ASIC Registryo CARE List, o Introducer

Database

01Operator: Retrieve email from Lotus Notes

Operator: Establish Profile in CRM and Introducer Database

Operator: o Finaliseo Update Daily

Validationso Email Confirmation

to Requesting Banker

02 03 04

15 min

80%

2FTE

time

quality

before after

45 sec

100%

0FTE

-14 min

100% SLA Target

-2FTEcost

-95%

+20%

-100%

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RPA REQUIRES US TO RETHINK THE NATURE OF WORK, WITH HUMANS USING EMPATHY AND JUDGMENT WHILE DIGITAL WORKERS DO THE REPETITIVE TASKS

INTEGRATED HUMAN / DIGITAL WORKFORCE

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INTRODUCING ROBOTIC PROCESS AUTOMATIONTHE JOURNEY TO ROBOTIC PROCESS AUTOMATIONHOW ROBOTIC PROCESS AUTOMATION WORKSABOUT THE DIGIBLU NETWORKBLUE PRISM CASE STUDIES

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FOR OVER A DECADE, THE DIGIBLU TEAM HAVE BEEN DEVELOPING LEADING PRACTICE APPROACHES TO BUSINESS PROCESS AUTOMATION AND IMPROVING OPERATIONS PERFORMANCE

THE DIGIBLU JOURNEY TO ROBOTIC PROCESS AUTOMATION

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DIGIBLU HELPS CREATE DIGITAL WORKFORCES OF EMPLOYEES WHO NEVER TIRE OF THE ROUTINE AND WORK FLAWLESSLY, FREEING UP THEIR HUMAN COUNTERPARTS TO WORK THAT IS MORE FULFILLING AND VALUE-ADDING – ‘TAKING THE ROBOT OUT OF THE HUMAN’

IF ROBOTIC PROCESS AUTOMATION IS A GAME CHANGER, THEN DIGIBLU ARE THE SPECIALISTS YOU’LL WANT IN YOUR WINNING TEAM

OUR CORE RPA SERVICES

‘Strategic’ RPA implementations on an enterprise-scale for material effect. Starting fast with a Pilot, we work with you to plan and scale automation towards the creation of a highly flexible virtual workforce that largely replaces the humans doing routine operational tasks. This has the potential to create a low-cost, high performance organisation with a markedly lower cost-to-income ratio

‘Tactical’ RPA implementations on a standalone basis to achieve set outcomes. Addressing specific pain points - such as reconciliations or remediation, for example – we help you implement RPA to assist the humans doing routine mundane tasks, creating extra capacity, smoothing the workload and releasing workers to concentrate on more value-adding tasks

RPA-enabled compliance processes to ease the burden of regulatory change. We provide expert advice on the requirement, conduct process gap analysis, map processes and write business rules and configure them in Blue Prism for RPA-enabled execution. With RPA, the execution of regulatory change is quick, cost-efficient, consistent and wholly auditable

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WITH US, YOUR IMPLEMENTATION WILL BE LOW RISK AND PREDICTABLE AND WE’LL WORK WITH YOU TO MAXIMISE VALUE

o Our developers are specialists in process automation. While business users can automate and manage the processes, our experience speaks to the value of using highly trained and accredited process automation developers working closely with SMEs, under supervision, with quality reviews

o With deep expertise and long experience in process design and Business Process Management, we know how to engage, identify and map the candidate processes, make necessary changes and write the business rules. This expertise is critical as poorly mapped, inefficient or poorly controlled processes can introduce significant risk as the robot will just, ‘do as it’s told’

o Our leadership have top-tier consulting backgrounds with particular experience in delivering enterprise transformations. We offer trusted counsel in the design and implementation of new operating models in order to achieve step-change performance improvements

o We leverage comprehensive methods, tools and IP - including case studies, process reference models, a library of industry‐specific business cases, test data, business rules and objects - to get you the best results, faster

o We have deep industry expertise and know the local landscape – being well networked at executive and working levels, we are easy to work with, are customer focused (and not driven by internal performance targets) and have low overheads which makes us inexpensive compared to the large SI and consulting firms. Our culture is ‘can do’

o We have partnered with the The Reveal Group, an international channel partner for Blue Prism, who have developed software products to improve the performance of the human / virtual workforce so that you quickly realise the maximum benefits from an RPA implementation. One of the world’s biggest implementers of RPA, Reveal offer competitive pricing and great support for our clients and share their experience and capabilities with DigiBlu

DIGIBLU PROVIDE EXPERIENCED, SKILLED RESOURCES TO GUIDE YOU THROUGH THE END-TO-END ROBOTIC PROCESS

DIGIBLU & REVEAL

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BLUE PRISM ARE THE WIDELY ACKNOWLEDGED PIONEER AND MARKET LEADER IN RPA AND HAVE THE ONLY SOLUTION BUILT AS AN ENTERPRISE PLATFORM

ABOUT BLUE PRISM

Blue Prism is a UK-based software company and leader in the emerging global technology category of Robotic Process Automation. The Group supplies software robots that automate clerical back office processes and operate in similar fashion to humans. Blue Prism's Software Robots are differentiated in the market as they have been designed to be deployed at scale in enterprise-sized organisations where security, resilience, robustness, flexibility, scalability and compliance can be critical

o Creates and supports a digital workforce of industrial strength and enterprise scale

o Doesn’t require IT skills to implemento Can be implemented in sprints of 4 to 8 weeks

(start to finish)o Is very low cost compared to the TCO of alternative

solutions o Provides tremendous payback with self-funding

returns and an ROI that has been as high as 800%o Can be managed within IT infrastructure and

processes

BLUE PRISM SPENT YEARS "INDUSTRIALISING" THE SOFTWARE WITH BLUE-CHIP CUSTOMERS TO MEET THE PRODUCT AND METHODOLOGY STANDARDS NEEDED TO DEPLOY THE ROBOTIC WORKFORCE IN A TRANSFORMATIONAL WAY, LIKE BPO DID TO BACK OFFICES 20 YEARS AGO

Blue Prism is the only software which:

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DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS

DIGIBLU LEADERSHIP TEAM (1)

Steve BurkeCape Town

Steve has many years experience of innovating business and operating models, mostly in Financial Services. His CV includes business development manager for Digitization at Marconi, strategy consulting with A.T. Kearney and PwC and General Manager: Group Business Change at Absa bank. He has spent the last ten years developing strategies and running transformation initiatives for leading South African banks and insurers.  Steve holds a Masters degree in the Design of Information Systems and an Honours degree in International Politics and, as a former British paratrooper, was trained in leadership and strategy at Sandhurst and the Army Staff College.

Werner HornCape Town

Werner has led developments in process automation from building a Banking Reference Model in ARIS to creating a Process Value Centre for a leading South African bank and now, Robotic Process Automation. He has twenty years experience in improving the operational performance of Financial Services businesses in Europe, Africa and India. Werner was the founder and owner of Southpaw Solutions - a boutique consulting firm that specialised in Business Process Management and operations improvement. After it was acquired by PwC, he was appointed lead partner for Financial Services Advisory for Africa.

Werner is a Chartered Accountant and holds an Honours degree in Accounting.

Kurt Oellerman Johannesburg

Kurt has extensive experience in helping clients execute transformational change across all aspects of their organisations. An expert in process-based transformations and large-scale IT implementations, he led an end-to-end value chain transformation for one of South Africa’s largest transport and logistics companies. He is passionate about creating high-performing businesses that place superior customer experience at the heart of their strategy and execution. Kurt has spent the last ten years leading consulting businesses in South Africa and across Africa for PwC and Deloitte.  Kurt is a Chartered Accountant and holds an Honours degree in Accounting.

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Cathy HampsonLondon

Cathy brings C-suite insight to the team having joined DigiBlu from AIG where she was Director – Governance, Data, Reporting & Analytics. She has over twenty years’ experience of Financial Services’ senior leadership in the investment banking, asset management and insurance sectors. She has led major global projects for regulatory, process and organizational change at Morgan Stanley, Barclays Global Investors, Chase Manhattan, Mars and the London Stock Exchange. Cathy regularly speaks at international conferences and is a published author on Risk Management.

Cathy holds an Honours degree in Fuel and Energy Engineering/Management Studies (Leeds), an Executive MBA (London Business School), is a qualified accountant (FCCA) and a qualified Counsellor (MBACP).

Nigel Sansom London

Nigel leads our Healthcare practice and develops strategic solutions for Healthcare, Pharmaceuticals, Diagnostics and Life Sciences companies. With over twenty years of pharmaceutical, biotechnology and healthcare experience, Nigel has held senior level roles at Astra Zeneca, Novartis, Intergen Inc., the NHS and in academia.

Nigel holds an Honours degree and PhD from the University of Aberdeen, and an MBA from Henley Management College.

Gavin Beckett Johannesburg

Gavin is our lead Business Analyst, combining subject matter expertise in Robotic Process Automation with deep strategic and functional expertise in Operational Excellence, Business Process Management and Enterprise Content Management, particularly in the Financial Services sector. A process lead at First National Bank, Southpaw and PwC, he nurtured the development of the Banking Reference Model in ARIS and helped develop a Process Value Centre COE for a Big 4 SA bank.

Gavin holds an Honours degree in Civil Engineering (Wits) and is an ISO 9001 qualified Lead Auditor.

DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS

LEADERSHIP TEAM (2)

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INTRODUCING ROBOTIC PROCESS AUTOMATIONTHE JOURNEY TO ROBOTIC PROCESS AUTOMATIONHOW ROBOTIC PROCESS AUTOMATION WORKSABOUT THE DIGIBLU NETWORKBLUE PRISM CASE STUDIES

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DIGIBLU HAS PARTNERED WITH GLOBAL LEADERS WITH CONSIDERABLE EXPERIENCE IN SUPPORTING LARGE-SCALE AUTOMATION PROGRAMMES

BLUE PRISM – INTERNATIONAL CASE STUDIES

RPA pioneers with first implementation in 2005

Achievements to date:o >130 processes automatedo 100 robots deployed o 200+ FTE savedo Continuous delivery cycleo Average delivery time of 6 weeks per

processo Rapid ROl of less than 3 monthso Operational Agility Team

Automated processes include:o Inter-bank funds transfer reduced to

20 sec with RPA vs 10 min manual process

o Audit conducted in 1 min with automation versus 6-7 hrs manual process

BLUE PRISM HAVE AUTOMATED 350+ DIFFERENT PROCESSES FOR CUSTOMERS WORLDWIDE,INCLUDING HSBC, BARCLAYS, AMEX, ZURICH, FIDELITY, LEGAL & GENERAL, CREDIT SUISSE, CO-OP BANK, TELEFÓNICA 02

National Retail Bank International Banking Group

Global Telco

The bank has worked with RPA software since 2006

Achievements to date:o £175m p.a. reduction in bad debt provision o 1,000 + FTE savedo Automation strategic imperative at ‘C’ levelo RPA ‘fed’ by continuous improvement

initiativeso Blue Prism in the bank’s Automation COE

50+ processes automated including:o Rapid closure of compromised accountso Collation and monitoring of branch network

operational risk indicatorso Automation of process for new loan

applicationso Process 1,000+ payment protection claims

in 7hrs using 15 robots (= 55 FTEs)

The Telco launched RPA software in 2013 to optimise its back office operations

2015 RPA capabilities covered:o 15 core processeso 1,000-1,200 FTE replacedo 400-500k cases per montho > 160 robots deployed; run by a team

of 3o 12 months payback periodo 3 year ROI of 650-800%

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THE ROBOTS ARE HERE, WITH RPA ALREADY DEPLOYED AND DIGITAL WORKFORCES DELIVERING SUBSTANTIAL BENEFITS

BLUE PRISM – SOME EXAMPLE CLIENTS

40% OF BUSINESS PROCESS OUTSOURCERS ARE ALREADY USING RPA. THE BANKING, FINANCIAL SERVICES AND INSURANCE SECTOR IS AT THE FOREFRONT OF ADOPTION OF RPA WITH A 25% SHARE OF THE MARKET

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THANK YOU

www.digiblu.co.za

The information contained in this document is confidential and should be treated as such.

While the author has made every effort to provide accurate information at the time this document was created, neither DigiBlu nor the author assume any responsibility for errors or changes that occur after production.

Copyright © 2016 DigiBlu. All rights reserved