Webinar: Adding Intelligence to Process Automation
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Have you heard of Intelligent Process Automation (IPA) yet? It may be viewed as a simple equation, IPA = BPA (Business Process Automation) + RPA (Robotics Process Automation) . BPA represents the long standing traditional way of automating processes over the years using technology to streamline activities and tasks and RPA being the emerging technology that seeks to employ Machine Learning (ML) and Artificial Intelligence (AI) to extract repetitive and mundane handled by human actors to that of ro-“bots” who’s job it is to improve efficiencies and reduce potential errors and omissions. In this webinar, we show you various cross sections of approaches especially around the Microsoft Stack and Independent Software Vendors (ISV’s) like K2, on how you can achieve rapid success within your organization with a combination of what you may already own and what you can easily acquire to take your work processes to the next level.
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Webinar: Adding Intelligence to Process Automation
- 1. March 20, 2019 Webinar: Adding Intelligence to Process Automation
- 2. Housekeeping • Webinar is being recorded • 45 minute session • 15 minute Q&A session at the end • Send in your questions! • Type your questions in the Questions Pane of the GotoWebinar Panel • Slides and recording will be emailed after the webinar
- 3. Presenters Fabian Williams Director, Business Process Management and Automation David Kroll Senior Technical Specialist
- 4. What to Expect From Today’s Webinar • Withum Digital Overview • Who we are / Where we specialize • Integration, Workflow, Forms, Analytics • K2 Overview • Who we are / Why use K2 • Demo (K2 / UiPath / Flow / SAP) • Technology Stack Discussion • BPA/BPM • RPA • IPA • Microsoft Azure / Cognitive Services • Office 365 • Q & A Agenda
- 5. Digital Solutions Management Advisory & Transaction Services Application Modernization CFO Transformation Withum Workflow Cybersecurity & SOC Services Data & Analytics Solutions ADVISORY SERVICES
- 6. Digital and Modern Workplace Solutions MODERN MEETING SOLUTIONS CLOUD SECURITY Managed Services Intelligent Process Automation User Experience and Design OneWindow Turnkey Intranet Microsoft Cloud Advisory and Strategy DIGITAL SOLUTIONS Daniel Cohen-Dumani Partner, Market Leader dcohendumani@withum.com Dale Tuttle Partner, Practice Leader dtuttle@withum.com Digital Solutions
- 7. Traditional IT channels limit the speed, agility, and customization of app development
- 8. Intelligent Process Automation Electronic forms and workflow implementation (SharePoint, Office 365, Flow, K2, Nintex) Microsoft Azure and Cognitive Services & ISV (UiPath & Foxtrot RPA) Digital Signature (DocuSign, Adobe Sign) Electronic surveys and data collection (Forms, Microsoft Teams) Drive better efficiencies with automation of business processes using Artificial Intelligence (AI) and Machine Learning (ML) Fabian Williams Principal fwilliams@withum.c om D:DavidDocuments
- 9. K2 OVERVIEW David Kroll Senior Technical Specialist
- 10. SILOS OF APPLICATIONS PRESENT BIG CHALLENGES HR Process Finance Process Marketing Process Operations Process Sales Process
- 11. PROCESS AUTOMATION IS THE ANSWER Marketing HR Finance Operations Sales PROCESS AUTOMATION PLATFORM
- 12. Provides the ability to integrate across siloed systems and emerging technologies. Provides better visibility across all applications. Enables rapid application development with collaboration across IT and the business. Delivers a modern application experience. A LOW-CODE PLATFORM FOR PROCESS AUTOMATION
- 13. K2 DELIVERS THE FASTEST, SMARTEST LOW-CODE PROCESS AUTOMATION PLATFORM Build process solutions quickly. Empower IT and the business to be more efficient. Control and manage all your process applications.
- 14. K2 PRODUCTS K2 Cloud Managed by K2 Deployed in the cloud Global scale and availability Industry certifications Multiple updates per year K2 Five Managed by customers Deployed on-premises or in private/public cloud Updated annually
- 15. GLOBAL PRESENCE Available in more than 84 countries Global offices on four continents 4,000+ customers 4 million+ users 40+ patents
- 18. Withum Digital Process Automation Philosophy Bringing IT and Business Together
- 20. BUILD
- 22. What is Microsoft Doing in this Space?
- 23. • Microsoft Flow • Microsoft Cognitive Services • Bots Integration with • Teams • Planner • SharePoint • Outlook Rich Office 365 Ecosystem
- 24. Microsoft Flow Works Inherently with K2 Use Native Flow Connectors to connect from Microsoft to your K2 On Premises or K2 Cloud Instance Create your own Custom Connectors for my granular access and invocation of processes
- 25. Have Flow Kick off K2 Workflows • Have a Human or Bot invoke a Web Request • Pass Parameters to K2 • Start a Process
- 27. • Industry Leader in RPA Technologies • Strategic partnership with major Process ISV’s and SI’s • Desktop Studio IDE as well as Web Browser Orchestration Platform • Easy to use WYSIWYG flow diagraming tooling • Built in Test/Runtime experience
- 29. • Diagram your process in a way that is easy to visualize and understand • Interact with the Human behind the screen, collect data, respond to events • Enable the robot to carry out mundane and tedious ‘busy work’ at its own schedule and scale • Develop and Test in real-time • Publish and Deploy immediately
- 30. DEMO
- 31. K2 & RPA
- 32. DEMO: K2 and UiPath – Better Together Story
- 33. Putting the Pieces Together
- 34. • Integrate with K2 Tasks and Workflows directly • Create Sequences and Flow Chart that are Simple to Complex • Develop and Test in real-time • Publish and Deploy immediately Creating a K2 RPA Sequence/Workflow in the Studio
- 35. • Web Interface for Orchestration and Scheduling of Bot work • Linking of Environments and Processes Setting up a Cloud Environment & Linking your On Premises Robot Process
- 36. • Web Interface for Orchestration and Scheduling of Bot work • Linking of Environments and Processes Setting up your Army of Robots to run your Processes
- 37. Configure Authentication and Instancing from your K2 Environment
- 39. INTELLIGENT PROCESS AUTOMATION MACHINE LEARNING AND ARTIFICIAL INTELLIGENCE
- 40. 50%of departments’ time is spent processing information
- 41. 40%of their time is spent on administrative work— either re-entering data from one system to another, or on other tasks ••••••• ACCESS
- 42. Why improve processes with Intelligent Process Automation (IPA) ? $
- 44. Hiring manager completed job requisition and sends for approval HR and head of business group review job requisition Job requisition approved Publish the open position on multiple job boards WEARE HIRING Standardized forms to capture all the feedback using human actors or RPA captured information from other systems Generate offer letter and new hire forms Maintain employee records Update HR/Payroll database Notify IT for onboarding HIRED ••••••• ACCESS Joan Doe datePAYROLL Pre-scan candidates and set up onsite interview & use ML/Cognitive Services to vet public & other captured information Schedule 1:1 interviews and gather feedback Review collated feedback Hire candidate? ? YES NO Automate recruiting process
- 46. Automate leave requests John Doe datePAYROLL
- 47. Automate performance reviews John Doe d a tePA Y R O LL
- 48. Talk to us about a free assessment of one of your current processes. We will help asses it to see if it’s a good candidate for RPA or IPA Next Steps Digital Workplace Today Blog http:/digital.withum.com/blog Get Started
- 49. Q & A
Notas do Editor
- So, what is causing these delays to automate your workflows and slowing down the pace of technology change in your organization? IT typically needs to devote extensive time and costly development resources to planning, coding, testing and deploying. While the demand for development increases, the talented developer skills gap also continues to grow Datacenter resources are expensive to scale globally and too slow to build and rollout. New cloud infrastructure can help address this problem and make your apps available quickly in many different geographies. K2 runs on world class cloud infrastructure. NEXT SLIDE: LOW CODE And BPM may be the solution
- So, what is causing these delays to automate your workflows and slowing down the pace of technology change in your organization? IT typically needs to devote extensive time and costly development resources to planning, coding, testing and deploying. While the demand for development increases, the talented developer skills gap also continues to grow Datacenter resources are expensive to scale globally and too slow to build and rollout. New cloud infrastructure can help address this problem and make your apps available quickly in many different geographies. K2 runs on world class cloud infrastructure. NEXT SLIDE: LOW CODE And BPM may be the solution
- While the CIO reports and analyst reports talk about cloud, IoT, mobile apps, the reality is that a large number of businesses still face the pressure to transform their paper-based, manual business processes. Surely, you are nodding as well as you feel some of this pain as well: Manual processes that are error prone, costly and drive inefficiencies – leading to slow response and lack of auditing. Review and approval process is lengthy, frustrating and manual – leading to unproductive work and unhappy staff and customers. Challenges keeping up with the regulatory compliance requirements which can lead to a huge financial downfall Challenges of integrating across many systems, data siloes and departments getting out of control with newer and shinier new apps on the cloud, hindering your ability to be agile. LOB systems used and understood by only a few within your organization making integration possible only via expensive IT devs through custom coding, in short, leading to IT code dependence Datacenter resources are expensive to scale globally and too slow to build and rollout. New cloud infrastructure can help address this problem and make your apps available quickly in many different geographies. K2 runs on world class cloud infrastructure. The end result: businesses are not as efficient as they need to be ultimately leading to errors, inefficiencies, unsatisfied employees and customers. Linking all of these elements together with the business data is a daunting task for even the most mature enterprise IT departments and the growing developer and IT skills gap amplifies that challenge every day. NEXT slide: NEXT SLIDE: LOW CODE And BPM may be the solution
- So… why use K2? Well, the average company has 2000+ different applications and systems. These systems can range from off-the-shelf software packages like Salesforce or SAP to homegrown applications for Finance or HR. Organizations often build processes or applications that interact directly with each system but aren’t integrated across the silos. Business processes rarely just touch a single system, so when integration needs arise, the work is typically done manually, resulting in error-prone, inefficient processes and work.
- The best way to break down siloed systems and processes is with a platform that allows for integration across all systems and enables solutions that bring together people, processes and information.
- So what does that look like? Low-code process automation platforms provide the following key benefits: Collaboration across IT and business to enable less technical process professionals to help with application creation, while also following IT guidelines around security and governance Integration across siloed systems and leading-edge technologies to ensure that legacy systems can still be utilized while enabling a smarter way to build process applications through new technologies like AI, Machine learning and RPA Better visibility across applications throughout the organization
- K2’s process automation platform is uniquely designed to: Enable rapid solution development through a powerful, low-code designer, reusable components and real-time integration with LOB systems and applications Empower IT and the business to scale process automation across the enterprise through no-code solution development that doesn’t require a professional developer to spend weeks custom coding solutions Enable control, compliance and governance across all your process applications and integrations to LOB systems through centralized management and security capabilities Support the business’ needs for sophisticated process automation through our best-in-class workflow engine and process capabilities
- Let’s look at how K2 business process apps fit into the bigger picture. K2 apps communicate with and connect systems both on premises and in the cloud. For example, you can create automated workflows that pull data from your on-premises servers and from your web services in the cloud—without writing code. K2 forms, workflows, data and insights work seamlessly together and with all other line-of-business systems and data The icons on the right are representative of the large number of products you can integrate with using K2 apps K2 makes it possible to access any of your applications on a any form factor—dramatically increasing mobile access for both employees and customers alike THE NEED Drive critical LOB information deeper into the business Modernize and simplify business apps for users Deliver critical information to business users when they need it Provide better situational information to business users regardless of informational source Make this information actionable from a single user experience Uncouple business processes to cut across business and technical silos Combine on-premises and cloud data into a solution
- Great in theory, but let’s take a look at a demo of this solution to show that it works.