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CITRIN COOPERMAN 529 Fifth Ave, New York, NY
203.847.4068
citrincooperman.com
Rapid Automation AssessmentCitrin COoperman’s Strategy &
Business Transformation Practice
@citrincooperman
RAPIDLY AUTOMATE PROCESSES TO GROW YOUR BUSINESS
CREATE EFFICIENCIES
• Reduce average time to completetransactional and routine activities
• Resources can focus on other actions that require more analysis for your customers
AUTOMATION LEVERS BUSINESS VALUERESULTS
INCREASE QUALITY
• Increase quality and redundancy within the team
• Clean information for review andquicker turn around on activities
ACCELERATE PROCESSESS
• Enhance operational activities and allow resources to obtain information for faster review
• Allows resources to focus on reviewingmanual and routine activities
Your Automation Roadmap Starts with…
Assessment FocusBUSINESS PROCESS REENGINEERINGReview your current state processesand standardize steps
TECHNOLOGY SYSTEMS IN PLACEAssess your current systems landscapeand integration protocols
ROBOTIC PROCESS AUTOMATIONInject Robotic Process Automationto maximize benefits
PROCESS DESIGN• Select current state processes
• Interview process owners• Review current state processes
01PILOT
• Build and test selected automations• Test automations
• Prepare automations for go-live
02BUILD & EXPAND
• Expand automation capabilities to other areas • Identify process owners for additional automations
03
@citrincooperman
Your RPA journey to runyour business effectively
CITRIN COOPERMAN 529 Fifth Ave, New York, NY
203.847.4068
citrincooperman.com
WHY CITRIN COOPERMAN?
BUILT FOR THE MIDDLE MARKET FOCUS ON EXECUTION WE UNDERSTAND VALUE
Our consultants don’t just advise, they also execute. We only provide advice we know is
realistic for your business and bring the talent required to do so.
Our background as an accounting firm means we care about the numbers in everything we recommend and
always consider bottom-line benefits.
Fortune 500 experience with expertise in the middle market. We understand how the middle market determines priorities and what it takes
to execute here.
Key benefits
what you get
CAPACITY ACCELERATION
Increases internal staff capacity by accelerating repeatable activities and allowing resources to focus on more
analytical work
ERROR RESOLUTION
Reduce errors in your business processes and provide a platform to improve and
sustain them over time
DATA AVAILABILITY
Creates acceleration and improvements by reviewing accurate and consistent data across different legacy systems
UNATTENDED AUTOMATION RECOMMENDATIONS ATTENDED AUTOMATION RECOMMENDATIONSBUSINESS AUTOMATION
X-RAY REVIEW
Review, identify, and prioritize which business processes will provide high,
medium, and low level of automation for your business
DIAGNOSTIC OF BUSINESS PROCESSES AND LEVEL OF EFFORT
& AUTOMATION READINESS
Prioritize your selected automation processes based on the level of effort across
applications and steps required to perform these activities
ROBOTIC PROCESS AUTOMATION BUSINESS CASE – RETURN ON
INVESTMENT
Develop a business case to identify the benefits, cost, and return on your
investment