RPA Roadmap: Setting the Course for Successful Robotics Process Automation. Honda John Bookmyer Category Manager

Transcription

1 RPA Roadmap: Setting the Course for Successful Robotics Process Automation Honda John Bookmyer Category Manager Symphony Ventures Ian Barkin Chief Strategy Officer sig.org/summit

2 RPA Roadmap: Setting Course for Successful RPA Fall Global Summit Carlsbad, CA October 9-12, 2017 Ian Barkin Chief Strategy Officer Symphony Ventures John Bookmyer Purchasing Strategy Director Honda North America

3 What is Robotic Process Automation? A capability (Software and Services) that allows you to transact in any IT application or website typically in the same way a human would, to perform complex rules-based work.

4 Manual Judgment based Customer focused Problem solving Unstructured Value adding Where does RPA fit? Assisted Repetitive Semi structured Customer facing Manually triggered Unassisted Repetitive Rules driven Structured Schedule/Event driven

5 Automated processes have more benefits than just cost efficiency. Define Automation Objectives Most successful business cases for RPA are much more complex than simply reducing labor costs. Leaders in this space have given significant consideration up front to what they can achieve before they begin deploying robots.

6 Industries Ripe for RPA

7 HR Payroll & Pay Integration Work Absence Management Time Keeping Talent Acquisition Vetting Verification Processes Retire/Exit Processing Processes with High Potential F&A and Procurement General Accounting & Reconciliation Invoice Processing Purchase to Pay, Order to Cash, Record to Report and Treasury Purchase Ordering Payments in Error Spend Data Management Regulatory Compliance Customer Service Claims Processing Operations Delivery Order Processing Purchase Orders

8 Best Practices G E T T I N G S T A R T E D Educate yourself Identify key Stakeholders & align the vision Early engagement with everyone / Get IT on board Assess the business for key opportunity areas Define the opportunity Choose the right deployment model Ensure the process is fully understood Consider the full cost of deployment Consider governance early to CoE or not to CoE?

9 Best Practices G E T T I N G S T A R T E D Choose the Right Process Use qualifying criteria to assess potential processes ripe for automation and efficiency drivers can help determine automation compatibility.

10 Best Practices G E T T I N G S T A R T E D Lens of Opportunity

11 Best Practices B U I L D & T E S T Selecting a tool Selecting a partner Process mapping and configuration This stuff is hard plan for hurdles and focus on the long range outcome Testing

12 Best Practices D E P L O Y & M O N I T O R Communication & Change Management Monitor and look for continuous improvement

13 How are Symphony s clients using RPA?

14 PROCESS Processing of medical leave reports to ensure company payroll contributions are reduced to account for state contributions C A S E S T U D Y : Human Resources in Healthcare BEFORE RPA CHALLENGES Process was highly manual and prone to human error 85% of cases were processed in 10 days, meaning a large amount do not get handled in the current pay cycle (2 weeks) resulting in overpayments Overpayments cost the organization millions each year and were a source of union tension Compliance issues were present as some pay integration calculations were oversimplified for manual processing

15 C A S E S T U D Y : Human Resources in Healthcare AFTER RPA

16 what s the point?

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21 Q & A

22 THANK YOU Ian Barkin Chief Strategy Officer Symphony Ventures John Bookmyer Purchasing Strategy Director Honda North America

23 Evaluation How-to: Why? How? Your feedback drives SIG Event content By signing and submitting your evaluation, you are automatically entered into a prize drawing From the App 1. Select Schedule 2. Select Schedule by Day 3. Select Day 4. Select Session S02 5. Scroll to Session Survey COMPLETE & SUBMIT EVAL

24 Session # 2 RPA Roadmap: Setting the Course for Successful Robotics Process Automation Symphony Ventures Ian Barkin Chief Strategy Officer ian.barkin@symphonyhq.com Honda John Bookmyer Category Manager john_bookmyer@hna.honda.com Download the App: sig.org/app Tweet: #SIGfall17

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