Deloitte Shared Services Conference 2018 Lab: Imagine RPA David Wright, Kim Burton and Dupe Witherick, Deloitte

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1 Deloitte Shared Services Conference 2018 Lab: Imagine RPA David Wright, Kim Burton and Dupe Witherick, Deloitte

2 Presenters and facilitators Dave Wright Dupe Witherick Kim Burton 2

3 Contents 1. Latest trends on the market 5 2. Identifying opportunities Building an automation portfolio Takeaways 19 3

4 Imagine Latest RPA trends on the market 4

5 What do we mean by Robotic Process Automation (RPA)? RPA is Computer-coded software RPA is not Walking, talking auto-bots Programs that replace humans performing repetitive rules-based tasks Physically existing machines processing paper Cross-functional and cross-application macros Artificial intelligence or voice recognition and reply software What it can do Opening and attachments Scraping data from the web Logging into web / enterprise applications Connecting to system APIs Moving files and folders Making calculations Copying and pasting Filling in forms Reading and writing to databases Extracting structured data from documents Collecting social media statistics Following if / then decisions / rules 5

6 Key Tools / Technologies The evolving Robotics and Cognitive Automation (R&CA) technology landscape As the appetite for automation grows, the interplay of emerging technologies will lead to fundamental changes in how organisations operate and deliver services Robotic Process Automation Mimics human actions The application of robotic users to perform repetitive or rules-based tasks Enables: o Faster handling time o Higher volumes o Reduced errors & costs Cognitive Automation Mimics human judgment Replaces human actions and judgement using cognitive technologies Pattern recognition within unstructured data Includes: chat bots, natural language processing and natural language generation Artificial Intelligence Augments human intelligence The use of computer systems to perform tasks that traditionally required human understanding/intelligence Includes: machine learning and quantum computing Siri 6

7 RPA Trending % implementing RPA 55% anticipate an increase in use of RPA by % starting their RPA journey 76% planning to investigate RPA technology soon RPA could achieve near-universal adoption within the next 5 years" % started their RPA journey 78% of those expecting to significantly increase investment over the next 3 years 7

8 2018 Deloitte s Global RPA report 8

9 Top priorities for organisations adopting Robotic Process Automation (RPA) 1 Increased productivity 2 Improved customer experience n=478 Source: Deloitte, 2018 Global RPA report 9

10 Robotic Process Automation is an enterprise wide initiative Today 70% of organisations are piloting RPA as part of a firm-wide initiative, compared to 64% in 2017 and 15% in 2016 n=238 Source: Deloitte, 2018 Global RPA report 10

11 Imagine Identifying opportunities 11

12 Process analysis Experience of automating similar processes Changes that may be required to the current process Reporting requirements Likely exception paths Scenarios that would need to be tested Change management Go live strategy 12

13 Advantageous process characteristics Fewer systems High frequency Prone to avoidable errors Process predictability Rules based exceptions Repetitive Each system used by the robot will require configuration specific to that system, may require credentials. Daily, weekly and monthly processes make the most efficient use of your digital workforce This gives the robot a real advantage over the human workers and helps with the change journey Process needs to be defined in terms of a set of unambiguous business rules Simpler processes with few exceptions in delivery. Highly repetitive processes are unpopular with people but robots love them 13

14 Imagine Building an automation portfolio 14

15 Potential benefits Capacity and scalability Cost reduction 24/7 operations Internal control & compliance RPA benefits Operational speed Short payback period Quality Refocusing highly skilled people 15

16 Foundations: people Build the skills and mindset needed for company-wide change Enterprise leadership Foundational skills agile, design thinking, devops New roles and responsibilities Speak business language and translate requirements into technical terms PURPLE PEOPLE Show the business the value of automation and how to use it to their advantage Automation culture Outsourcing Partnerships Crowds Academia EXTERNAL ECOSYSTEM 16

17 Foundations: process Move from fragments to value streams to maximise RoI Fragments Value streams Enterprise blueprint Business process management Operational excellence Opportunity identification Innovation Find and automate many opportunities, in point solutions. PROS: Fast, quick return Democratizes CONS: Higher opex Lower benefits Cluster and integrate automations along value streams. PROS: Higher returns Lean operations CONS: Slower More complex 17

18 Foundations: technology & data Scaleable, secure, agile platforms and people Shared Data Center Architecture & infrastructure Security Business Systems - Servers Configuration management Applications & data Cyber security Development Clients GBS 1 Virtual Environment Runtime Clients Runtime Clients GBS 2 Virtual Environment Developement Clients Standards, bot banks Function 1 - Control Room Function 2 - Control Room Function 2 - Control Room Eco-system Ways of working Access Governance Shared Repository Service Common Services Reporting Service Skills 18

19 Takeaways 19

20 Takeaways 1 The way we live and work will be transformed through automation 2 Although most companies are automating, very few have yet scaled 3 Enterprise-wide automation will become the norm quickly 20

21 This publication has been written in general terms and we recommend that you obtain professional advice before acting or refraining from action on any of the contents of this publication. Deloitte MCS Limited accepts no liability for any loss occasioned to any person acting or refraining from action as a result of any material in this publication. Deloitte MCS Limited is registered in England and Wales with registered number and its registered office at Hill House, 1 Little New Street, London, EC4A 3TR, United Kingdom. Deloitte MCS Limited is a subsidiary of Deloitte LLP, which is the United Kingdom affiliate of Deloitte NWE LLP, a member firm of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee ( DTTL ). DTTL and each of its member firms are legally separate and independent entities. DTTL and Deloitte NWE LLP do not provide services to clients. Please see to learn more about our global network of member firms Deloitte MCS Limited. All rights reserved.