Creating a Digital Workforce with Robotic Process Automation. Anthony Yung, Senior Systems Engineer

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1 Creating a Digital Workforce with Robotic Process Automation Anthony Yung, Senior Systems Engineer

2 Big relevant change in the world: the digital revolution 2

3 Digital revolution set to impact the office worker Data files Citrix Websites, Portals Excel Legacy systems (AS400, Mainframe) Enterprise Systems (SAP, Oracle) Digital documents Databases

4 New digital workforce - robotic process automation Robotic process automation (RPA) is the application of technology that automates workflow processes, primarily for administrative work. RPA software can help automate large volumes of digital manualprocessing work.

5 Process value The long-tail of automation use cases Core business processes Highly specialized IT systems (ERP, CRM) Vital for business Specialized software (e.g. BPMS) Robotic process automation Operational processes All manual outsourced or employees Lots of integration touch points Degree of specialization and deployment

6 Progression of the Digital Workforce Present IRPA Smartest Thinking RPA Smart Aggregate data Consolidate access to data Update systems Smarter Analyzing & processing data Integrated into other business process platforms Understanding customers Complete transactions Consider complexity & maintaining Use cases require understanding Higher risk RPA connects to analytics, multi-channel capture, process automation, machine learning, business rules, enterprise search, NLP Acting

7 The Kofax Kapow solution Automate any business activity involving users, data & systems Automate the acquisition and integration of information Create a single view of multiple data sources Automate processes by replicating actions of a user Transform data into valuable information

8 The new digital workforce: software robots performing manual tasks Data files Citrix Attended & Unattended Websites, Portals Excel Legacy systems (AS400, Mainframe) Enterprise Systems (SAP, Oracle) Digital documents Databases

9 The benefits of robotic process automation Kapow Benefits Consistency Reliability Accuracy Audit trail Productivity Cost savings Elasticity 25-50% cost savings One robot can do the work of several FTEs Increases staff productivity, service levels and capacity by 35-50% Delivers consistent 100% accurate data Better employee satisfaction Deloitte, Forrester, Cognizant

10 How RPA is being leveraged Web Robots: Data Collection Process Robots - Automate Manual Business Process Activities Banking Banking Logistics Manufacturing Equity research Compliance and risk management Mortgage lending Compliance reporting Customer service Client onboarding (KYC/CDD) Order scheduling and tracking Invoicing and credit collections Researching loads Supply chain automation Inventory Tracking and Processing Pricing & Procurement Information & Services Provider Cross-Industry Healthcare Insurance Data aggregation Screening and risk management services Finance and accounting Sales operations Patient eligibility Physician credentialing Customer service Claims processing Compliance reporting Customer service Retail, Travel Shared Services Groups, Business Process Outsourcing (BPO) Competitive intelligence and price monitoring Brand monitoring and fraud protection

11 Kapow intelligent bots part of a broader solution offering Insurance Financial services Government Healthcare Retail Manufacturing Education Business process outsourcing Mobile Multichannel capture Extraction & verification Case management Workflow & process automation Content management Search Customer communication management esignature & signature verification Analytics Capture information Automate processes Manage content Transact digitally Robotics

12 Banking Use Case: Customer Due Diligence Kofax. All rights reserved. 12

13 Story: Customer Due Diligence process

14 New Customer Review Results Kofax. All rights reserved. 14

15 How it works behind the scenes Kofax. All rights reserved. 15

16 Kapow Design Studio no coding approach Workflow Design Integrated Browser Full XML / HTML Control Real-time Development & Testing 16

17 Deploy, manage, and schedule bots

18 Monitor and analyze the performance of bots

19 Now its time for the demo Kofax. All rights reserved. 19

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