The webinar focused on driving cost optimization through digital transformation. It discussed defining a vision and prioritizing opportunities, high-impact strategies like automation and analytics, and real-world success stories. Challenges included skills gaps, budgets, and culture change. Questions focused on assessing opportunities, strengthening analytics, outsourcing, and accelerating automation. The keys to success emphasized partnerships, executive sponsorship, agility, measurement, and change management.

1. Driving Cost Optimization in Your
Business & IT Operations
WEBINAR
Wednesday, June 7th 12:00pm EST
How to Get the ROI from your Digital
Transformation Investments
Managing Director,
Business Transformation
Auxis
Keith Sayewitz
Sr. Managing Director,
Digital Transformation
Auxis
Bill Woodford
VP of Marketing
Auxis
Fabiana Corredor
Sr. Managing Director,
Finance Transformation
& BPO
Auxis
Dan Day

2. Today’s discussion will focus on:
• The role of digital transformation to achieve operational
excellence and cost optimization
• Main challenges preventing companies from achieving their
Digital Transformation goals
• The importance of defining your vision and how to identify and
prioritize the right opportunities
• Specific high-impact and fast-payback strategies to consider
• Keys for an effective execution
• Real-world success stories
• Q&A

3. Benefit Categories
OperationalExcellence
Innovation
Agile & Scalable
Employee Satisfaction
Insights & Analytics
CustomerSatisfaction
Digital Transformation is no longer a luxury, but a necessity for
businesses to remain competitive and relevant
"Four out of five CIOs are increasingdigitaltechnology investments to counter current
economicpressures,including inflation,scarcetalent and supplyconstraints."
-Gartner CIO Agenda 2023
Digital Transformation is the delivery of modernized processes and ways of
working enabled by embedded digital technologies to drive value creation.

4. 4
But successful execution and delivery is easier said
than done...
Digital transformation journey is taking enterprises at
least twice as long and costing twice as much as they
originally anticipated
- Source: Gartner
63% of organizations do not meet delivery deadlines
for RPA/automation projects.
- Source: Fortune/Deloitte 2022.
Nearly half of CEOs named talent as the biggest
challenge they face today. 3 out of 4 believe that a
labor/skills shortage will be the top external disruptor
of business strategy over the next 12 months.
- Source: Fortune/Deloitte 2022.
70% of finance transformations don’t deliver
on their forecast outcomes or cost objectives.
-Source: Gartner
46% of CIOS report culture as the biggest
barrier to change
IDC predicts the global shortage of
developers to increase from 1.4 million in 2021
to 4.0 million in 2025
- Source: Forbes

5. Digital skills gaps and insufficient budgets are the two main
challenges holding back your digital transformation journeys
Based on responses from today’s webinar registrants
What are the main challengesholding
back yourdigital transformation journey?
In what areas are you more
interestedin optimizingcosts?
25%
25%
32%
36%
50%
Talent Shortage/Digital Skills Gap
Insufficient Budgets
No vision or Roadmap Opportunities
No clear Business Case and ROI
Other 20%
30%
43%
55%
57%
IT
Finance
Other Back Office/
Front Office
Customer Support
HR

6. Polling Question #1
How would you rate your organization's progress in achieving
operational excellence through digital transformation?
Somewhat Successful
Not Successful
No results yet, or no successful
Moderately Successful
Highly Successful
7%
20%
60%
13%
0%

7. Defining Your Vision
Identifying & Prioritizing
the Right Opportunities

8. Charting The Path Towards
Operational Excellence
Define Vision
& Goals
Prioritize
Opportunities
Leverage
Benchmarks
Build
Business Case
Define
Roadmap
Measure
Success

9. Key High-Impact & Fast-Payback Programs
BusinessIntelligence
& Analytics
Intelligent Automation
& Generative AI
Outsourcing To Jumpstart
Transformation

10. Polling Question #2
Have you started exploring the incorporation of generative AI
tools such as ChatGPT as part of your Automation program?
In the pipeline
Piloting a use case
Implementing multiple use cases already
Currently researching
Not yet
9%
64%
27%
0%
0%

11. Real-World Success Stories
MedicalDeviceLeader Global Restaurant Franchisor Cloud & Tech Global Leader
Challenge • Fast-growing healthcare and medical
device provider looking to scale and
absorb growth cost-effectively without
adding headcount.
• Repetitive, manual processes delaying the
customer cycle and impacting customer
satisfaction.
• High employee turnover.
• Global multi-brand franchisor with 6,400+ restaurants, cafes,
juice bars, and bakeries in 55+ countries.
• Rapid growth & pandemic travel restrictions broke the traditional
operations support model for in-store visits to review Franchise
adherence to brand standards and provide solutions to improve
compliance and store performance.
• Cloud infrastructure and business mobility
leader with 37,000+ employees
• Client has implemented one of the largest
RPA & Intelligent Automation programs with
over 420 processes deployed across 45+
business functions
• Manual, time-consuming testing process
• Frequent application changes outside
the CoE’s control drove 60% of its RPA
failures – risking frustration and loss of
confidence from business users.
Solution • Conducted a rapid Automation Vision
& Opportunity Assessment across
multiple departments (Finance, Customer
Service, Revenue Cycle Management &
Operations, etc.) that led to over 20
prioritized opportunities for automation,
including:
• Billing, Renewals & Cash App
• Medical Insurance Prior
Authorization & Recertification
• Accounts Payable
• Created a Customer Experience Center of Excellence in
Costa Rica where brand coaches are trained to virtually coach
store operators in their native language by leveraging a
customized set of technologies, including video conferencing,
scheduling and an audit platform.
• Restaurant Analytics and a Franchisee Support Portal were
created to monitor performance in-real-time and provide visibility
to operating issues faced by the Franchisees.
• Expanded the program to include POS Administration and IT
Technical Support to all domestic stores
• Implemented UiPath's Test Automation and
integrated CI/CD pipeline for efficient
automated testing.
Results • Strong business case with a multi-year
roadmap of opportunities that align to
business goals
• Improved customer satisfaction and
increased revenue through faster cycle
times and better service
• Headcount efficiencies equivalent to
millions of dollars
• 2 to 3 times more store visits annually by incorporating virtual
visits.
• Eliminated the expense of physically traveling to the stores.
• Franchisee satisfaction metrics of 97.80%+
• 96% error reduction
• 15% faster production
• Improved quality, customer experience, and
proactive incident identification.

12. Polling Question #3
In which of the following strategies are you increasing your
focus for balance of the year? (Select all that apply)
Strengthening analytics
Increasing use of shared services or outsourcing
Status quo/ on hold pattern
Accelerating current automation pipeline
Assessing the opportunities/Building vision and roadmaps
0%
50%
17%
33%
0%

13. Keys for an
Effective
Execution

14. 1.
2.
3.
4.
Build an effectivePartnerecosystem. Don't try to do
it all on yourown.
Ensure consistent executive sponsorshipto preserve
momentum.Celebrate wins!
Achieve agility throughreal-timecollaboration
Continuouslymeasure progressand take actions to
realize the businesscase
Over-emphasizechange management & communication
5.
Create a governance frameworkand rhythmto
manage risks,escalations,and engage
stakeholders
6.
7.
Deliverincrementally,generating velocity with
early wins
Guiding Principles
for Success
A recent McKinsey study found a direct
correlation between productivity and
location model/closer time zones.
-McKinsey – The True Drivers of Digital Delivery Performance

15. Q&A

16. Thank you for attending!
Managing Director,
Business Transformation
Keith Sayewitz
keith.sayewitz@auxis.com
Bill Woodford
Sr. Managing Director,
Digital Transformation
bill.woodford@auxis.com
Dan Day
Sr. Managing Director
Finance Transformation & BPO
dan.day@auxis.com
Fabiana Corredor
VP of Marketing
fabiana.corredor@auxis.com

17. Relevant Resources
How to Scale Automation Buy-in and Benefits Company-Wide
Creating a Digital Transformation Roadmap that Drives Success
Achieving Operational Excellence in Digital Transformation
3 Business Analytics Best PracticesYou Need to Know