The document provides an overview of intelligent automation in finance, including robotic process automation (RPA) and how machine learning can be applied. It discusses the business benefits of RPA, such as increased profit margins, and how machine learning can assist RPA through applications like predictive analytics, fraud detection, and customer experience optimization. The document also outlines career opportunities that are emerging in the growing field of intelligent automation.
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Ashling Partners | Automate to Innovate
Agenda
Introductions
Who is Ashling Partners?
How does RPA impact Finance?
Intelligent Automation
How can I develop the skills to be relevant in
future?
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4
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3. ALP UGURAY
Senior Solutions Engineer at Ashling Partners
Ashling Partners | Automate to Innovate 1
+3 years of managing partnerships, launching, running
and scaling solutions and products as a Practice Leader
Witnessed 2 company exits at Symphony Ventures
acquisition and UiPath Inc. IPO
3x UiPath MVP Award – 2020, 2021, 2022
Host & Creator at Masters of Automation Podcast –
A podcast and article series on creative technologists
and entrepreneurs who change the future of work and
our lives. https://themasters.ai
Early adopter and
implementer of RPA and AI
– know old times of UiPath
in Romania before Series A
Since 2016, 6.5 years of
RPA, analytics, AI, and
Low Code expertise
Introduction
4. SHARON PALAWANDRAM
Machine Learning Consultant at Ashling
Partners
Ashling Partners | Automate to Innovate 1
Proven track record of delivering custom-production
ready machine learning automations & developing
algorithms.
7 years of experience in machine learning, Artificial
Intelligence & Intelligent Automation.
UiPath Document Understanding expert with multiple
experience of developing intelligent automation
solutions using AI & machine learning.
Introduction
5. Ashling Partners l All rights reserved 2
Don’t just standardize, innovate,
build new products, experiences and
service offerings, empowered by
Intelligent Automation.”
— Param Kahlon,
Chief Product Officer at UiPath Inc.
RPA
Process Mining
Analytics
Low Code
No Code
AI/ML
Workflow
Management
Advisory
6. The Ashling,
Outcome-Based
Difference
Ashling Partners | Delivering the End-to-End
Intelligent Automation Experience
When we talk to our customers
about the main challenges, they are
looking to address using intelligent
automation, conversations inevitably
center around 3 core concepts that
drive the Ashling Difference:
1. Value Realization
2. Change Management/
Awareness
3. Broader Automated
experiences
Perspectives & Experience
Automation in a product-centric org
Industry Expertise
Industry Acknowledgement
E2E Intelligent Automation Focus
The 4 As of Ashling
Holistic Technical Architecture
Specialized yet Global
Outcome Obsessed
Tech-enable Continuous Improvement
Unique Service Models
Client Stories
7. Ashling Partners | Automate to Innovate
Industry / Domain SME
Value Engineering
COE & Benchmarking
FoW Change
Management
RPA
Low – Code Apps
Automated Testing
Attended
Automation
Process Mining
Insights &
Dashboards
Task Mining
NLG
IDP/ Document
Understanding
Machine Learning
ML Ops
NLP
PLAN
BUILD
RUN
MEASURE &
IMPROVE
E2E Intelligent Automation Focus
The 4As of Ashling
Automation that delivers business value at scale requires a holistic approach. The 4As of Ashling provides that E2E capability
Automation
Advisory
Analytics
Artificial
Intelligence
8. Ashling Partners | Automate to Innovate
Perspectives & Experience
Industry Acknowledgement
Going deep AND wide requires specialization in a technology platform that is best-in-class
across the needed automation capabilities of today. That platform for Ashling is UiPath and
the partnership is innovation and extensive.
&
UiPath Diamond
Partner
☆ Highest Partner
level
☆ Top .5% of US
partners that are
Diamond + USN
certified
UiPath Innovation
Hub Grant Winner
UiPath Service
Network
Growth Innovation
with UiPath Platform
☆ Process Mining
☆ Document
Understanding
☆ Task Mining
☆ Test Suite
☆ AI Center
☆ Automation Suite
☆ UiPath Apps
☆ Insights
UiPath Partner of
the Year
☆ 2020 – Industry Partner
of the Year, Americas
☆ 2021 – Industry
Innovation Award
☆ 2022- Worldwide and
Americas Industry
Innovation Part of the
Year – Growth
Products
☆ Manufacturing
and Distribution
☆ First Global
Partner Member
9. Ashling Partners | Automate to Innovate
Specialization Around the Globe
Building the digital workforce of the future today
Global Coverage:
As programs scale globally, having a
local presence helps with change
management and business processes as
well as supporting 24x7 SLAs
With programs scaling over multiple
years and across the globe, enterprises
are pressured to show better unit
economics
Having options across regions of the
world help to keep velocity high in order
to deliver value is critical
Scale:
Outcome Focused:
E2E Intelligent Automation Focus
Specialized yet Global
We are the global boutique that will drive the most out of your global automation program, not
just a departmental project
10. Improving your business across all processes
Lead-to-Order
Order-to-Cash
Trade Promotions
Claims Mgmt
Account Mgmt
Customer Service Mgmt
Incident Mgmt
Other
Accounts Payable
Accounts Receivable
Treasury Mgmt
Financial Reporting
Record-to-Report
HR
IT Service Mgmt
Sourcing
Purchase-to-Pay
Product Allocation
Supply Chain Mgmt
Inventory Management
Warehouse Operations
Pallet Lifecycle
Other
Product Development
Make-to-Stock
Production
Maintenance and Repair
Quality Mgmt
Change Management
Production Planning
Other
DIO
Inventory Turnover
Material / Labor Availability
Out-of-Stock Rate
% Managed Spend
Spend/Revenue
Supplier Metrics
Lead Times
Warranty Costs
R&D Productivity
R&D Expenses
%Scrap/Rejects
Throughput
Machine Downtime
On-Time Production
ESG Rating
OTIF Ratio
Order Cycle Time
Conversion Rate
Automation
Customer Satisfaction
Resolution Times
# Replies per Request
Resolution Rates
Working Capital
Operating Cash Flow
AP/AR Turnover
DPO & DSO
Employee Satisfaction
Resolution Time
Multi-Hop Incidents
Compliance
Contact Center
14. How automation can assist – Human-in-the-loop
Ashling Partners 2018 l All rights reserved
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100%
Manual Effort
50%
Manual Effort
50%*
Automated
Collect Form
from
Salesforce
Collect GTM
Assets
Complete
Questionnaire
Submit
Questionnaire
Collect Form
from
Salesforce
Collect GTM
Assets
Complete
Questionnaire
Submit
Questionnaire
Question 1
Question 2
Question 3
Question 4
% automated is an example and includes human-in-the-loop tasks such as; forms, action-center and more
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What they asked us to
automate
Classifying and extracting thousands of
documents data from a folder
Which documents are we targeting
IMRs
Wage Statements
Medical Bills
Works Compensation (Report of Injury)
Leveraging AI
~90%
Extraction
Accuracy
85%
Reduction of document
processing time
17. How does Machine
Learning relate to
RPA & Intelligent
automation?
Ashling Partners | Delivering the End-to-End
Intelligent Automation Experience
Long term Value
Assigning accurate probabilities to
events is highly valuable over the
long-term
Predicts trends and forecast
Meaningful predictions come from
meaningful data, RPA + IDC
technologies are often pipelines
carrying meaningful data
Identify underlying patterns
High-value models recognize
patterns within specific, relevant,
and large datasets
Fast track to market
Custom model integration paired
with existing RPA/IDC offerings is a
fast-track to market
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Robotic Process
Automation (RPA)
What is document Understanding?
Document Understanding is
the ability to extract & interpret
information and meaning from
a wide range of documents.
It emerges at the intersection
of document processing, AI &
RPA.
Document
Processing
Artificial
Intelligence (AI)
Document
Understanding
Not OCR
Not Computer Vision
19. Anatomy of a document understanding model
Load
taxonomy
to define
document types
and fields for
processing
Digitize
documents
using OCR to
make them
machine-
readable
Export
the extracted
data for
further usage
Classify
and split the
files into
document
types
Validate
classification
results (human
review)
Train
classifiers
based on the
validated data
Extract
information
from the
documents
Validate
extraction
results (human
review)
Train
extractors
based on the
validated data
Human Training
via Action Center
UiPath Robot(s)
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Document Understanding
AI capabilities
Get off to a quick start
with AI and improve
accuracy over time
Make use of pre-trained machine
learning models to enhance your
bot with AI. Empower citizen
developers and business users with
no-code Forms AI.
Coupled with traditional RPA, AI
document processing calls for
highly intelligent robots that keep
learning over time to become
more accurate.
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Emerging jobs in the
‘automation first’
economy
RPA Developers RPA Citizen Developers RPA Users
RPA Business Analysts RPA Solution Architects RPA Infrastructure Engineers
RPA Educators RPA Project Managers RPA Consultants
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The majority of RPA salaries in the U.S. range
between $65,000 to $164,000, with the average
annual salary being $115,713. The starting salary
in RPA is at $65,000.
www.ziprecruiter.com
Well Paying Jobs
$115,713
per year
Robotic Process Automation - Growth & Prospects
The global RPA market size is anticipated to
exhibit a CAGR of 32.8% over the forecast period
from 2021 to 2028 for a worth of 13.74 billion in
2028 from 1.57 billion in 2020.
www.grandviewresearch.com
RPA Market Size Growth
32.8%
CAGR
Future of work
182
million
By 2025, 85 million jobs may be replaced and 97
million new roles created, with new division
between humans, machines, and algorithms
Future of Work Report 2020 – WEF
84% Eighty-four percent of employers are set to rapidly
digitize working processes.
Future of Work Report 2020 – WEF
Rapid BusinessTransformation
Fifty percent of RPA developers were creating
automations for the highest led industry of
finance and banking.
UiPath 2021 State of the RPA Developer
State of the RPA Developer
50%
7,000+ unique RPA developer jobs were posted
in the US over the past year with only 1 out of 9
being filled.
EMSI-2021
Unique Job Postings
7,000+
openings
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State of the RPA Developer
Career
Satisfaction
97%
97% of RPA developers
report being satisfied with
their career. Even more
impressive: This year,
63% report being very
satisfied, up from 51%
last year.
Positive Impact
on Career
87%
And this field will help
you in your career where
87% agree their “job as
an RPA developer will
have a positive impact on
their next career move,”
up from 83% last year.
Valued by
Company
85%
85% agree “My
organization values the
work I do as an RPA
developer,” up from 80%
last year.
Diverse Field
86%
RPA is a diverse field . . .
86% think RPA is at least
as or more diverse than
other software
development fields.
Industry Growth
90%
The RPA industry has a
high potential for growth.
Just as we saw last year,
more than 90% agree
“the RPA industry has a
high potential for growth
over the next 5 years.”
https://f.hubspotusercontent20.net/hubfs/416323/UiPath-2021-State-of-the-RPA-Developer-Report.pdf
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* Logos not fully inclusive of all schools in the program
Academic Alliance Partners at a Glance
United States