CiGen - Robotic Process Automation (RPA)

Intelligent Automation
Robotic Process Automation

(RPA)

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Summary 2

• Introduction
• The AI (Artificial Intelligence) Stack
• CiGen, Experience and Services
• Overview of Robotic Process Automation (RPA)
• Key Automation Benefits
• UiPath
• UiPath Studio Demonstration
• Implementation
• Proof of Concept, Pilot Stages, Full Production
• Next Steps

Ci Gen Pty Ltd (CiGen)

The AI (Artificial Intelligence) Stack

AI Stack Description Companies

Basic Automation Macros, Specific Application Excel, various applications
automation, attended only
Macros, Nice, desktop only

Robotic Process Automation Structured Data, rules, attended & UiPath,
unattended, ability across the Automation Anywhere, Blue Prism
(the grunt worker) majority (if not all) applications

Autonomic Platforms Decision policies, auto adaption, ABBYY, IPSoft, Arago, Google, Amazon,
machine learning, adapt to
(machine Leaning introduction changing processes

Cognitive Computing Ambiguity, Uncertainty, works with IBM Watson, Amelia, Celaton
True Artificial Intelligence conflicting data, adaptive,
contextual, interactive, iterative,
offers synthesis-not just
information

Not there yet

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Ci Gen Pty Ltd (CiGen) Key Automation Benefits

• Accuracy improvement
• Service cost reduction
• Maintain and/or improve competitiveness
• Headcount flexibility
• Staff have time to concentrate on higher value activities
• Revenue leakage reduction
• Regulatory reporting improvement
• Business expansion using the benefits of Automation
• Potential improvement in employee satisfaction
• Backoffice to Frontoffice
• Processes fully documented

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What Processes are best suited to RPA

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Industries, Process Types and Applications we have worked with

Industry Type Process Types Application Platforms Standard Applications

Government Timesheet, GST, Payroll, Personnel Updating, Audit SAP, Service Now, Aurion HRIS, Web Citrix
Banking Banking Systems, LendFast, UltraData, Apply Online, Excel
End of Day, Mortgage, Regulatory Reporting, Audit Word
Finance Workflow Manager, SharePoint, Ultracs (Terminal Email (Outlook, IMAP, Exchange, etc.)
Lease Docs, Post Lease Disposal, BI Reporting, Purchasing, AP screen) Internet Explorer (IE)
Hospitality and Auto Club Invoice, AR Invoicing, Equity Price Maintenance, Multi Record Google Chrome
SAP (GUI/UI), Garradin, Finance One (F1) Accounting, Firefox
Audit, Bank reconciliation Web File Explorer
Acrobat DC Pro
Individual Hotel Night Audit, Bank reconciliation Propriety property management systems (room, bar, Microsoft MODI OCR
dining, mini bar, in room dining, special events, etc.), Google OCR
Acrobat 11 Reader
Web SharePoint

Utilities Asset DB Updates - Meter add, change, removal IBM Maximo, SAP

Mining Payroll run automation, Payroll variance & standard reports, Pronto, MicroPay, Errol
Supplier Setup, ABN Active Check, Purchase Order entry –
small to medium PO’s, Warehouse Receivable , Reporting,

Bank Recon

Accounting AP, AR, GL, GST data extraction & Entry, Bank Recon NetSuite, Xero, Reckon – Cloud Apps

Media Superannuation, AR, AP SAP, Bank Apps, Web

Ports AP, Supplier Statement Month system compare, Audit, Microsoft Dynamics AX ERP, Proprietary container
Revenue Leakage vehicle tracking systems

FMCG Food Proof of Delivery, Metcash Portal, Product Delivery Sheets, Netsuite, Metcash Portal, ABBYY – Web, Cloud Apps
Delivery Labels, Bank Recon

HR/Job Search Job DB Cleanup, Candidate Data Updates, Vehicle Licence Bullhorn Recruitment Software, Web – Cloud Apps
Check, Visa Active Check, Custom Patient Applications

Medical Patient Record Update and Transfer

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CiGen Services

UiPath Solution Sales CiGen is an authorised global reseller of all UiPath products. We can assist you with all your Studio, Orchestrator, Front Office and Back Office
Proof of Concept Robot requirements.
Pilot
With the installation of a UiPath Studio on your premises, CiGen can assist you to determine the viability of Intelligent Automation in your real
Design and world environment. We automate various elements of your chosen processes to ensure your applications and environment are accessible and
Implementation readable. It’s a good quick and inexpensive way for you to see first hand how automation might operate in your business.

Management CiGen can drive the initial automation during the Pilot stage and/or we assist your CoE team in developing your early steps in RPA.
Training
Support CiGen’s Design and Implementation services are focused on a long term and ongoing capability to ensure Intelligent Automation is and remains a
Robots for Hire labour augmentation program that benefits the organisation well past the initial stages of implementation. We can help you to;

 Identify the work flows and processes that are suited to Intelligent Automation.
 Develop an enterprise wide approach to obtain the greatest benefits from Intelligent Automation.
 Determine Automation software and number of Robot licences required to achieve the benefits for the Intelligent Automation

approach above.
 Define a training and implementation plan with the control and support structure in place to effectively run the Intelligent

Automation program efficiently.
 Use the above factors to build a benefits and business case for Intelligent Automation adoption.
 Manage the program and associated projects using standardised project management practices to ensure that your

expectations are met on time and within budget.

CiGen can provide full management of your automation development and RPA platform.

CiGen can provide clients with detailed training covering Advanced content required to automated your processes.

CiGen provides Tier 2 product break/fix support (included when UiPath software products ordered.
CiGen can also provide specialised support services covering areas such as: mentor support, CoE regular monthly reviews/Q&A, automation audit
services and full management RPA management support, etc.

CiGen has a fleet of Backoffice Robots that can be utilised for small & medium companies, one-off data projects.

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Robotic Process Automation

Why are you • Cost reduction?
Implementing RPA • Improved accuracy?
• Improved customer satisfaction?
• Robot scaling capability and Agility?
• Better utilisation of existing staff to improve or expand your products and

services?

Critical success factors Have you determined your critical success factors and shared them with relevant
stakeholders and/or staff?

How does RPA help • Improves your customer experience and satisfaction.

transform an organisation • Improves your workforce’s value – they move from repetitive jobs to higher

value leading to potential improvement work satisfaction.

• Improves Risk, Compliance and Audit management through reduction of
errors and improved consistency/accuracy of reporting.

• Fully documented end-to-end RPA processes.

• Analytics – gain control and visibility over the RPA processes.

• Greater application integration and upgrade control.

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Ci Gen Pty Ltd (CiGen) Getting Started

What is your beginning strategy for RPA?
Identify the right Processes for Automation
Create an RPA Process Automation Roadmap

 Robustness of current processes (as is) – are they documented and if so, how?
 You need a measure – do you have current process times/costs to enable you to compare to

robot automation?
 Don’t keep your broader staff in the cold (word always gets around)
 Expectation management – you build over time (quickly), but not in one day
 RPA Centre of Excellence (CoE), RPA Managed, or a combination of both?
 Robots are not the whole solution. You will still need people to solve the cognitive parts of

processes
 Simplify processes for robotics (doesn’t need to designed for a person)
 Robots are not set and forget. Things change (processes, documents, application updates,

etc.)
 Do you need to automate every process iteration? Be aware of over refining workflows (what

is the cost benefit of including every process scenario)

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RPA Centre of Excellence (CoE)

RPA Centre of Excellence (CoE), CiGen Managed, or a combination of both?
What type of skills are required to form and run a CoE RPA team?
Let every department do their own RPA?

 If I can do one robot, I can do 1,000 (a common error at early stages of the RPA journey)
 Identify process experts. Your experts may become part of the Centre of Excellence (CoE),

or provide guidance to the CoE.
 Backup skills for CoE team?
 Have a plan in place in case key process team members leave before the RPA rollout is

complete?
 Build up to complex processes over time (let the team learn and grow as it’s faster than

throwing them in the deep end)
 Training plan - entry level and advanced
 RPA analytics, measurement and reporting – what do you need?
 Testing end to end (Test Environment/Production)

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Key Departments - HR

Common Mistake – the People Strategy comes later
The role of HR and are they across the plans?

• HR needs to be across your broader RPA plans
• Discuss with staff early to prevent rumour and non-cooperation
• Who do you need and where?
• Determine people change and/or skill upgrade strategy – Are you retraining and

moving people to other roles or expanded roles?
• Are you moving people from the back office to the front office to assist customer service

and sales?
• Determine your retention strategy for RPA talent pool
• What roles may become redundant?

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Ci Gen Pty Ltd (CiGen) Key Departments - IT

You can’t do the full RPA server solution without IT
When do you require IT?
Sufficient IT support for RPA platforms

 Role and inclusion of IT
 Maintenance & support for all related ICT technologies
 Robots are users too – they will need access to Office apps, PDF, Email, business applications

etc. to automate processes
 Application and RPA change management (changes/upgrades can/will affect RPA workflows

and operation)
 Screen resolution standardisation (Studio PC’s and robot servers)
 Non Production RPA Environments (Training, Testing)
 DR RPA Strategies:

• Power failure, carriage, communications, network failure
• Applications failure, Security failure or intrusion, etc.

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Ci Gen Pty Ltd (CiGen) Where to Start

1. Conduct a Proof of Concept/Value

We provide one or two people for two days free of charge to conduct a proof of
concept on your premises.
UiPath Studio is provided free for 60 days (full non production version)

2. Pilot and Training Time (Stage 1)

Moving to the Pilot stage is common. The Pilot can start simple and low cost
(UiPath Studio’s only) and move to full Back Office solution later in the Pilot.
Guild staff undergo free UiPath online general training.
CiGen can automate the early processes and/or assist the CoE team

Pilot Stage 2
• Build server infrastructure (production & development*)
• Buy UiPath Software
• Review CiGen Services
• Undergo UiPath Orchestrator training
• Develop automation procedures
• Develop UiPath Orchestrator run procedures
• Test, Test, Test
• Establish failover procedures

3. Full Production

Move to full production and ramp up over time

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Ci Gen Pty Ltd (CiGen) UiPath Studio Technical Requirements

Desktop/Laptop specifications:

 2-4 Core 64-Bit
 8Gb Ram +
 OS – Windows 7 (KB2533623) to Windows 10 Pro
 Disk – 250Mb +
 Display Drivers – updated to latest version
 Display Resolution Range – 800 x 600 to 1920 x 1080
 .NET Version 4.6.2
 Microsoft MODI OCR – Free (contained with SharePoint)

 On-board Apps and access required for local PoC
 Microsoft Office (Excel, etc.)
 Email Access (i.e. Outlook – if required for robot process)
 Acrobat Reader 11 or DC (for PDF OCR extraction)
 Access to Internet to enable downloading software and

relevant updates.

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About CiGen

Ci Gen Pty Ltd (CiGen) Commercial in Confidence 15