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ROBOTIC PROCESS AUTOMATION
AN INTRODUCTION
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INTRODUCING ROBOTIC PROCESS AUTOMATION
THE JOURNEY TO ROBOTIC PROCESS AUTOMATION
HOW ROBOTIC PROCESS AUTOMATION WORKS
ABOUT THE DIGIBLU NETWORK
BLUE PRISM CASE STUDIES
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© DigiBlu 2016
ROBOTICS WILL CHANGE TODAY’S WORKPLACE AS DRAMATICALLY AS DID
THE MACHINES OF THE INDUSTRIAL REVOLUTION
CREATING VIRTUAL WORKFORCES
Robotics will soon be ubiquitous and, with the ‘bots’ coming, advantage lies with organisations that can unlock the
full potential of automation technologies. Facing relentless pressure to reduce costs, and with challenger start-ups
being fully automated by design, incumbents are driven to innovate their operating models to dramatically reduce
labour costs, improve productivity and increase the speed of innovation
Recent estimates hold that nearly 80 million jobs in the United States and 15 million jobs in the United
Kingdom are good candidates for automation. McKinsey estimates the financial sector has the technical potential
to automate activities taking up 43 percent of its workers’ time. We don’t, however, foresee an impending workforce
apocalypse. While RPA enables downsizing as low-end tasks are automated, this is often offset by workers released
to meet demand elsewhere, to more value-adding roles and by natural attrition
And the journey has begun, with organisations worldwide creating virtual workforces to fully digitise their processes:
o Using Blue Prism’s Robotic Process Automation (RPA), an international bank has automated a range of
processes saving over 1000 FTE. A national retail bank has automated over 130 business processes. Another
global tier 1 bank recently placed an order for >1000 software robots
o A global telco uses 160 robots to process up to 500,000 transactions each month, yielding a three-year return
on investment of between 650-800% and reducing turnaround times from days to just minutes
o It is reported that a third of global enterprises are active with RPA, significantly across processes long beset by
manual interventions, such as invoice processing and collections, as well as higher-value areas, such as
reporting analytics
DigiBlu are specialists in implementing RPA and creating virtual workforces. You may not know where to
start, and your end destination may not be fully defined, but we have the expertise to help you on your way: starting
small with a Pilot, drafting the roadmap, scaling fast and capturing the benefits of automation
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© DigiBlu 2016
THINK OF A SOFTWARE ROBOT AS A PERSON ON YOUR TEAM. TAKE A
REPETITIVE RULES-BASED TASK, MAP OUT THE BUSINESS PROCESS AND
ASSIGN THE ‘BOT’ TO MANAGE IT
WHAT IS ROBOTIC PROCESS AUTOMATION
A virtual workforce
controlled by business
operations teams
Emulates human
execution of repetitive
processes using
existing applications
Interacts with any
application or system
using non-invasive
techniques
o Automated solution
works 24/7/365
o Complete traceability of
every robotic action
and decision
o Enterprise scalability to
create a responsive
virtual workforce
o Increased consistency
and double-digit
reduction in error rates
o Provisioned, governed
and supported by IT
o ‘Trained’ (configured)
by business users
o Brings governance to
departmental tools and
point solutions
o Cuts data entry costs
by up to 70%
Mimics what people do by
autonomously logging on, capturing data
and orchestrating various applications
and systems
Smart software that enables rules-
based outcomes and formulae, applied
in seconds
Conducts high-volume, repeatable
tasks that humans find mundane, make
errors and take a long time to accomplish
Configured by operations employees
using a flow chart of the procedure. A
typical process can be configured to be
production strength and operational
within six-weeks
Operates multi-step tasks across
multiple systems to process transactions,
manipulate data, trigger responses and
send reports
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© DigiBlu 2016
RPA (BLUE PRISM) HELPS CREATE DIGITAL WORKFORCES AT ENTERPRISE
SCALE
THE ROBOTICS LANDSCAPE
- User enablement (typically desktop
deployed)
- Per-screen based
- Suitable for small teams
- Challenging to scale, secure and
govern
- IT focused development tool
- Highly resilient automation of business applications
- Highly scalable and robust (data-centre secured)
- Full audit-ability and security options
- Graphical flow-chart interface
- Comprehensive exception handling / “lights-out”
processing
- Full methodology and framework for delivery
- Governed and secured by IT, controlled by business
- Unsupervised learning
- Autonomic
- Non-deterministic
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© DigiBlu 2016
HISTORICALLY, LABOUR HAS BEEN THROWN AT ISSUES THAT AROSE FROM PROBLEMS WITH PROCESSES AND APPLICATIONS
NOW, SOFTWARE ROBOTS CAN DO THE JOB – CHEAPER, FASTER AND BETTER
ROBOTIC PROCESS AUTOMATION SPANS GEOGRAPHIES, LINES OF BUSINESS
AND TECHNOLOGIES – AUTOMATING PROCESSES IN A NON-INVASIVE WAY
AUTOMATING THE LONG TAIL
CORE SYSTEMS RUNNING
LARGE PROCESSES
Large-scale IT deployments such
as CRM, ERP, Core Banking, PAS
PATCHWORK OF SYSTEMS PERFORMING
ROUTINE RULES-BASED PROCESSING
Invariably, patchworks are “glued together’ via numerous
and expensive manual interventions
PROCESSES STILL MANUALLY PERFORMED
The benefit of automating them has been outweighed by the cost
BUSINESSVALUE
IT RESOURCE OPS RESOURCE
RPA LOGS-ON AUTONOMOUSLY TO ORCHESTRATE APPLICATIONS AND SYSTEMS
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© DigiBlu 2016
o Double data entry - simulates user rekeying of data from one system to another; data entry, copying
and pasting
o Rule-based decision-making - as long as decision matrices can be documented, then RPA can handle
them, making simple rules-based decisions, based on data or criteria, along the business process and
by exception, sending items for decisions by human workers
o Automated preparation of reports – e.g. for regulatory authorities; automates the extraction of data to
provide accurate and timely reports
o Information validation and auditing – reconciles and cross-references data between different systems
to validate and inspect information and provide compliance and auditing outputs
o Straight through processing – workflow enabled interactions; automatically enters inputs from source
systems into target systems, from trigger to completion
o ‘Virtual’ system integration - transfers data between disparate and legacy systems by connecting
them at the user interface level instead of implementing new data infrastructure and APIs
o Application migration – migrates application data, records and history as part of an upgrade or
migration project
RPA CAPTURES AND INTERPRETS EXISTING APPLICATIONS FOR PROCESSING A
TRANSACTION, MANIPULATING DATA, TRIGGERING RESPONSES AND
COMMUNICATING WITH OTHER DIGITAL SYSTEMS
TYPICAL USES OF RPA
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© DigiBlu 2016
BEYOND THE BENEFITS OF COST, SPEED AND QUALITY, ROBOTIC PROCESS
AUTOMATION ENABLES SCALABILITY, FLEXIBILITY AND RESPONSIVENESS
THE BENEFITS OF RPA
core benefits added value
o Human effort shifted to value adding tasks that involve interaction, judgment and
interpretation - improved job satisfaction; new value
o Rapid response and innovation enablement – fast automation of processes and
rapid integration of front-end digital technologies with back office legacy
environments: a potential lifesaver for incumbents struggling to keep pace with new
rivals
o Increased operational agility – robots can scale up and down and switch their tasks
according to demand. If requirements change, a robot can be trained quickly to
adapt, without the constraint of business silo or human resource issues and
associated training costs
o Improved compliance - especially in highly-regulated industries. RPA improves
control by providing consistent adherence to set rules. All tasks are tracked and
monitored to aid compliance evidencing and audit trails
o Improved customer experience – faster service delivery; 24 hour coverage; staff
freed-up for customer-facing roles
o Provides insight – RPA makes gathering and organising data easier so a company
can predict future outcomes and optimise their processes
o No Human Resource issues – robots don’t go sick, require performance reviews or
compensation increases and don’t depart for jobs with competitors
Cheaper
Better
Faster
o 4 x the processing speed
o Working 24 / 7 / 365
o 100% accuracy: no human errors,
no rework
o Fully audit-able and compliant
o A software robot costs much less
than a human worker and each
does the work of 3-5 FTEs
o Reported cost reductions range
from 35-80%
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INTRODUCING ROBOTIC PROCESS AUTOMATION
THE JOURNEY TO ROBOTIC PROCESS AUTOMATION
HOW ROBOTIC PROCESS AUTOMATION WORKS
ABOUT THE DIGIBLU NETWORK
BLUE PRISM CASE STUDIES
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© DigiBlu 2016
THE FIRST STEP TOWARDS AUTOMATION, WE RECOMMEND, IS A PILOT TO
ANSWER QUESTIONS AND GAIN STAKEHOLDER BUY-IN; STARTING BOTTOM UP
AND SHOWCASING THE BENEFITS
PILOT
Assess candidate processes
for rapid piloting in
development environment:
o Chose business area where
large no. of processes are
still handled manually
o Identify rules-based
processes with digital
triggers, high volumes (with
potential to release at least
3 FTE?), relatively few
system interfaces and
human exceptions
Identify transition principles
Establish leadership &
stakeholder engagement
Map the processes to
keystroke level (detailed
walkthrough)
o Activities
o Business decision rules
o Applications
o Inputs/ outputs
o Variations, exceptions
Get sign-off by Business
Owner
Establish baseline and agree
performance targets
Select target design and RPA
steps to minimise handovers
between people and robots
Build robots to perform the
processes in an automated
way
Use agile development and
on-going testing
Define interactions between
robot & systems (including
‘wait’ rules & others)
Define changes to staff roles
Document process automation
Demo / Showcase the
automated processes
(executive overview, demos,
video etc.)
Run test cases to identify and
capture exceptions
Engagement with IT, migrate
functionality to production
environment
Hand over of Process
Control Operation Guide for
on-going execution and support
of the RPA process
Train selected SMEs to
operate the robots
Redeploy staff as necessary
Wire in sustainability
Plan next steps
DigiBlu Resource
– Project Manager to engage with client, agree success criteria and project plan,
track performance and measure success against established criteria
– Business Analyst to lead opportunity assessments, define the business case,
create the process definition documents and support the testing as required
– Developer/s to develop automations with in-scope systems to prove Blue Prism
can operate within client’s ecosystem
Client Resource
– Sponsor / Business Owner
– Subject Matter Expert/s to help map process, explain business rules and
exceptions, perform test runs and assess capability
– IT professionals, as required – to enable access (logins & passwords); provide
infrastructure (laptop / PC) for robot deployment; and grant temporary
administration access to load Blue Prism software
SCOPING MAPPING AUTOMATION TESTING/HANDOVER
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© DigiBlu 2016
THE PILOT DEMONSTRATES THE EFFECTIVENESS OF RPA
THE OUTCOMES OF THE PILOT
Demonstrates the benefits that automation brings to the
selected processes and tasks
Proves the effectiveness of RPA technology - shows how
RPA works in situ with existing systems and how easy it is to use
Highlights the technical and capability requirements for full-
scale roll out and clarifies roles and responsibilities for the
automation programme
Demonstrates the low risk, ease and speed of implementation
Gets key stakeholders engaged, at the strategic (C-suite) and
operational levels (process owners and IT)
Delivers decent financial benefits for your initial outlay (i.e. in-
year payback)
Continues to deliver value after the initial implementation: a
fully functional process, expect 300-600% ROI over 3 years
Begins the strategic journey to the robotic workforce
THE PILOT HELPS GAIN MOMENTUM AND STAKEHOLDER BUY-IN SO BUSINESS OPERATIONS ASK,
“WHAT ELSE CAN WE AUTOMATE?”
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© DigiBlu 2016
HAVING PRIORITISED PROCESSES, YOU CAN SCALE FAST THROUGH ‘SPRINTS’
UNTIL RPA IS INSTITUTIONALISED IN THE ORGANISATION
STAGES IN THE AUTOMATION JOURNEY
o Establish sponsorship and governance
o Select initial processes and baseline
performance
o 1st sprint (the Pilot) – deliver initial
processes
o Demonstrate the benefits
o Identify and prioritise further processes
INITIALISE INDUSTRIALISE INSTITUTIONALISE
o Implement RPA in sprints
o Make organisational changes
o Capture benefits and showcase
successes
o Define vision and target operating model
for automation, plan transformation
journey
o Plan impact on people and organisation
o Baseline performance, build benefits
case and set CSFs and KPIs
o Implement the required infrastructure,
support model and core RPA team
o Establish demand pipeline
o Transformed, low-cost & high-
performance operating model
o RPA scaled across the enterprise
providing back-office and support
functions
o Virtual workforce embedded at the
heart of the organisation with optimal
human / digital performance
o RPA built into future organisation
design
o Culture of continuous improvement
embedded within RPA function
o Automation skills developed and other
teams trained
o Library of reusable objects established
THINK BIG: AT LEAST THE FUNCTIONAL LEVEL RATHER THAN MERE PROCESS-BY-PROCESS
‘START SMALL, SCALE FAST AND GET ORGANISED’
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INTRODUCING ROBOTIC PROCESS AUTOMATION
THE JOURNEY TO ROBOTIC PROCESS AUTOMATION
HOW ROBOTIC PROCESS AUTOMATION WORKS
ABOUT THE DIGIBLU NETWORK
BLUE PRISM CASE STUDIES
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© DigiBlu 2016
PROCESS AUTOMATION USING BLUE PRISM
HAPPENS IN TWO STEPS. FIRST, A LIBRARY
OF TASKS (OBJECTS) IS BUILT…
OBJECT STUDIO
Objects model interactions between a person and a system,
for example:
o Launch application
o Log in
o Navigate
o Read / Write information
Objects are centrally stored for reuse across processes,
resulting in:
o Consistency and scalability
o Reduced modelling time for subsequent processes
o System changes only needing to be updated in one location
(instead of for each process)
DigiBlu provides a library of commonly used objects
(e.g. interactions with MS Office)
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© DigiBlu 2016
… SECONDLY, OBJECTS ARE LINKED
TOGETHER TO FORM PROCESSES
PROCESS STUDIO
Process Studio
is where the process logic (business rules) are modelled
Processes reference pre-built objects
to complete the process
Sub-processes can be built
to account for different variations in the main process
Process Studio includes Management Information reporting
to highlight areas for future improvement
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© DigiBlu 2016
RPA RUNS THE PROCESS FROM END-TO-END. IN THIS EXAMPLE AN E-FORM IS
RETRIEVED, ELIGIBILITY IS CHECKED, THE APPLICATION PROCESSED AND THE
BANKER NOTIFIED
BROKER ON-BOARDING PROCESS – BENEFITS OVERVIEW
Operator:
o Check Eligibility
o Review Directory
o Broker Portal
o ASIC Registry
o CARE List,
o Introducer Database
01
Operator:
Retrieve email from Lotus
Notes
Operator:
Establish Profile in CRM
and Introducer Database
Operator:
o Finalise
o Update Daily
Validations
o Email Confirmation to
Requesting Banker
02 03 04
15 min
80%
2FTE
time
quality
before after
45 sec
100%
0FTE
-14 min
100% SLA Target
-2FTE
cost
-95%
+20%
-100%
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© DigiBlu 2016
RPA REQUIRES US TO RETHINK THE NATURE OF WORK, WITH HUMANS USING
EMPATHY AND JUDGMENT WHILE DIGITAL WORKERS DO THE REPETITIVE
TASKS
INTEGRATED HUMAN / DIGITAL WORKFORCE
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INTRODUCING ROBOTIC PROCESS AUTOMATION
THE JOURNEY TO ROBOTIC PROCESS AUTOMATION
HOW ROBOTIC PROCESS AUTOMATION WORKS
ABOUT THE DIGIBLU NETWORK
BLUE PRISM CASE STUDIES
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© DigiBlu 2016
FOR OVER A DECADE, THE DIGIBLU TEAM HAVE BEEN DEVELOPING LEADING
PRACTICE APPROACHES TO BUSINESS PROCESS AUTOMATION AND
IMPROVING OPERATIONS PERFORMANCE
THE DIGIBLU JOURNEY TO ROBOTIC PROCESS AUTOMATION
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© DigiBlu 2016
DIGIBLU HELPS CREATE DIGITAL WORKFORCES OF EMPLOYEES WHO NEVER TIRE OF THE ROUTINE AND WORK FLAWLESSLY, FREEING UP
THEIR HUMAN COUNTERPARTS TO WORK THAT IS MORE FULFILLING AND VALUE-ADDING – ‘TAKING THE ROBOT OUT OF THE HUMAN’
IF ROBOTIC PROCESS AUTOMATION IS A GAME CHANGER, THEN DIGIBLU ARE
THE SPECIALISTS YOU’LL WANT IN YOUR WINNING TEAM
OUR CORE RPA SERVICES
‘Strategic’ RPA implementations
on an enterprise-scale for material
effect. Starting fast with a Pilot, we
work with you to plan and scale
automation towards the creation of a
highly flexible virtual workforce that
largely replaces the humans doing
routine operational tasks. This has
the potential to create a low-cost,
high performance organisation with a
markedly lower cost-to-income ratio
‘Tactical’ RPA implementations on
a standalone basis to achieve set
outcomes. Addressing specific pain
points - such as reconciliations or
remediation, for example – we help
you implement RPA to assist the
humans doing routine mundane
tasks, creating extra capacity,
smoothing the workload and
releasing workers to concentrate on
more value-adding tasks
RPA-enabled compliance
processes to ease the burden of
regulatory change. We provide
expert advice on the requirement,
conduct process gap analysis, map
processes and write business rules
and configure them in Blue Prism
for RPA-enabled execution. With
RPA, the execution of regulatory
change is quick, cost-efficient,
consistent and wholly auditable
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© DigiBlu 2016
WITH US, YOUR IMPLEMENTATION WILL BE LOW RISK AND PREDICTABLE AND WE’LL WORK WITH YOU TO MAXIMISE VALUE
o Our developers are specialists in process automation.
While business users can automate and manage the
processes, our experience speaks to the value of using
highly trained and accredited process automation
developers working closely with SMEs, under supervision,
with quality reviews
o With deep expertise and long experience in process
design and Business Process Management, we know
how to engage, identify and map the candidate processes,
make necessary changes and write the business rules.
This expertise is critical as poorly mapped, inefficient or
poorly controlled processes can introduce significant risk
as the robot will just, ‘do as it’s told’
o Our leadership have top-tier consulting backgrounds
with particular experience in delivering enterprise
transformations. We offer trusted counsel in the design
and implementation of new operating models in order to
achieve step-change performance improvements
o We leverage comprehensive methods, tools and IP -
including case studies, process reference models, a library
of industry‐specific business cases, test data, business
rules and objects - to get you the best results, faster
o We have deep industry expertise and know the local
landscape – being well networked at executive and
working levels, we are easy to work with, are customer
focused (and not driven by internal performance targets)
and have low overheads which makes us inexpensive
compared to the large SI and consulting firms. Our culture
is ‘can do’
o We have partnered with the The Reveal Group, an
international channel partner for Blue Prism, who have
developed software products to improve the performance
of the human / virtual workforce so that you quickly realise
the maximum benefits from an RPA implementation. One
of the world’s biggest implementers of RPA, Reveal offer
competitive pricing and great support for our clients and
share their experience and capabilities with DigiBlu
DIGIBLU PROVIDE EXPERIENCED, SKILLED RESOURCES TO GUIDE YOU
THROUGH THE END-TO-END ROBOTIC PROCESS
DIGIBLU & REVEAL
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© DigiBlu 2016
BLUE PRISM ARE THE WIDELY ACKNOWLEDGED PIONEER AND MARKET
LEADER IN RPA AND HAVE THE ONLY SOLUTION BUILT AS AN ENTERPRISE
PLATFORM
ABOUT BLUE PRISM
Blue Prism is a UK-based software company and
leader in the emerging global technology category of
Robotic Process Automation. The Group supplies
software robots that automate clerical back office
processes and operate in similar fashion to humans.
Blue Prism's Software Robots are differentiated in the
market as they have been designed to be deployed at
scale in enterprise-sized organisations where security,
resilience, robustness, flexibility, scalability and
compliance can be critical
o Creates and supports a digital workforce of industrial
strength and enterprise scale
o Doesn’t require IT skills to implement
o Can be implemented in sprints of 4 to 8 weeks
(start to finish)
o Is very low cost compared to the TCO of alternative
solutions
o Provides tremendous payback with self-funding
returns and an ROI that has been as high as 800%
o Can be managed within IT infrastructure and
processes
BLUE PRISM SPENT YEARS "INDUSTRIALISING" THE SOFTWARE WITH BLUE-CHIP CUSTOMERS TO MEET THE PRODUCT AND METHODOLOGY
STANDARDS NEEDED TO DEPLOY THE ROBOTIC WORKFORCE IN A TRANSFORMATIONAL WAY, LIKE BPO DID TO BACK OFFICES 20 YEARS
AGO
Blue Prism is the only software which:
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© DigiBlu 2016
DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS
TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS
TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS
DIGIBLU LEADERSHIP TEAM (1)
Steve Burke
Cape Town
Steve has many years experience of innovating
business and operating models, mostly in Financial
Services. His CV includes business development manager
for Digitization at Marconi, strategy consulting with A.T.
Kearney and PwC and General Manager: Group Business
Change at Absa bank. He has spent the last ten years
developing strategies and running transformation initiatives
for leading South African banks and insurers.
Steve holds a Masters degree in the Design of Information
Systems and an Honours degree in International Politics
and, as a former British paratrooper, was trained in
leadership and strategy at Sandhurst and the Army Staff
College.
Werner Horn
Cape Town
Werner has led developments in process automation
from building a Banking Reference Model in ARIS to
creating a Process Value Centre for a leading South
African bank and now, Robotic Process Automation. He
has twenty years experience in improving the operational
performance of Financial Services businesses in Europe,
Africa and India. Werner was the founder and owner of
Southpaw Solutions - a boutique consulting firm that
specialised in Business Process Management and
operations improvement. After it was acquired by PwC, he
was appointed lead partner for Financial Services Advisory
for Africa.
Werner is a Chartered Accountant and holds an Honours
degree in Accounting.
Kurt Oellerman
Johannesburg
Kurt has extensive experience in helping clients
execute transformational change across all aspects of
their organisations. An expert in process-based
transformations and large-scale IT implementations, he led
an end-to-end value chain transformation for one of South
Africa’s largest transport and logistics companies. He is
passionate about creating high-performing businesses that
place superior customer experience at the heart of their
strategy and execution. Kurt has spent the last ten years
leading consulting businesses in South Africa and across
Africa for PwC and Deloitte.
Kurt is a Chartered Accountant and holds an Honours
degree in Accounting.
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© DigiBlu 2016
Cathy Hampson
London
Cathy brings C-suite insight to the team having joined
DigiBlu from AIG where she was Director – Governance,
Data, Reporting & Analytics. She has over twenty years’
experience of Financial Services’ senior leadership in the
investment banking, asset management and insurance
sectors. She has led major global projects for regulatory,
process and organizational change at Morgan Stanley,
Barclays Global Investors, Chase Manhattan, Mars and
the London Stock Exchange. Cathy regularly speaks at
international conferences and is a published author on
Risk Management.
Cathy holds an Honours degree in Fuel and Energy
Engineering/Management Studies (Leeds), an Executive
MBA (London Business School), is a qualified accountant
(FCCA) and a qualified Counsellor (MBACP).
Nigel Sansom
London
Nigel leads our Healthcare practice and develops
strategic solutions for Healthcare, Pharmaceuticals,
Diagnostics and Life Sciences companies. With over
twenty years of pharmaceutical, biotechnology and
healthcare experience, Nigel has held senior level roles at
Astra Zeneca, Novartis, Intergen Inc., the NHS and in
academia.
Nigel holds an Honours degree and PhD from the
University of Aberdeen, and an MBA from Henley
Management College.
Gavin Beckett
Johannesburg
Gavin is our lead Business Analyst, combining subject
matter expertise in Robotic Process Automation with deep
strategic and functional expertise in Operational
Excellence, Business Process Management and
Enterprise Content Management, particularly in the
Financial Services sector. A process lead at First National
Bank, Southpaw and PwC, he nurtured the development of
the Banking Reference Model in ARIS and helped develop
a Process Value Centre COE for a Big 4 SA bank.
Gavin holds an Honours degree in Civil Engineering (Wits)
and is an ISO 9001 qualified Lead Auditor.
DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS
TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS
TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS
LEADERSHIP TEAM (2)
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INTRODUCING ROBOTIC PROCESS AUTOMATION
THE JOURNEY TO ROBOTIC PROCESS AUTOMATION
HOW ROBOTIC PROCESS AUTOMATION WORKS
ABOUT THE DIGIBLU NETWORK
BLUE PRISM CASE STUDIES
26
© DigiBlu 2016
DIGIBLU HAS PARTNERED WITH GLOBAL LEADERS WITH CONSIDERABLE
EXPERIENCE IN SUPPORTING LARGE-SCALE AUTOMATION PROGRAMMES
BLUE PRISM – INTERNATIONAL CASE STUDIES
RPA pioneers with first implementation in 2005
Achievements to date:
o >130 processes automated
o 100 robots deployed
o 200+ FTE saved
o Continuous delivery cycle
o Average delivery time of 6 weeks per
process
o Rapid ROl of less than 3 months
o Operational Agility Team
Automated processes include:
o Inter-bank funds transfer reduced to 20 sec
with RPA vs 10 min manual process
o Audit conducted in 1 min with automation
versus 6-7 hrs manual process
BLUE PRISM HAVE AUTOMATED 350+ DIFFERENT PROCESSES FOR CUSTOMERS WORLDWIDE,
INCLUDING HSBC, BARCLAYS, AMEX, ZURICH, FIDELITY, LEGAL & GENERAL, CREDIT SUISSE, CO-OP BANK, TELEFÓNICA 02
National Retail Bank International Banking Group Global Telco
The bank has worked with RPA software since
2006
Achievements to date:
o £175m p.a. reduction in bad debt provision
o 1,000 + FTE saved
o Automation strategic imperative at ‘C’ level
o RPA ‘fed’ by continuous improvement
initiatives
o Blue Prism in the bank’s Automation COE
50+ processes automated including:
o Rapid closure of compromised accounts
o Collation and monitoring of branch network
operational risk indicators
o Automation of process for new loan
applications
o Process 1,000+ payment protection claims in
7hrs using 15 robots (= 55 FTEs)
The Telco launched RPA software in 2013 to
optimise its back office operations
2015 RPA capabilities covered:
o 15 core processes
o 1,000-1,200 FTE replaced
o 400-500k cases per month
o > 160 robots deployed; run by a team of 3
o 12 months payback period
o 3 year ROI of 650-800%
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© DigiBlu 2016
THE ROBOTS ARE HERE, WITH RPA ALREADY DEPLOYED AND DIGITAL
WORKFORCES DELIVERING SUBSTANTIAL BENEFITS
BLUE PRISM – SOME EXAMPLE CLIENTS
40% OF BUSINESS PROCESS OUTSOURCERS ARE ALREADY USING RPA. THE BANKING, FINANCIAL SERVICES AND INSURANCE SECTOR
IS AT THE FOREFRONT OF ADOPTION OF RPA WITH A 25% SHARE OF THE MARKET
THANK YOU
www.digiblu.co.za
The information contained in this document is confidential and should be treated as such.
While the author has made every effort to provide accurate information at the time this document was
created, neither DigiBlu nor the author assume any responsibility for errors or changes that occur after
production.
Copyright © 2016 DigiBlu. All rights reserved

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An Introduction to RPA

  • 2. 2 1 2 3 4 5 INTRODUCING ROBOTIC PROCESS AUTOMATION THE JOURNEY TO ROBOTIC PROCESS AUTOMATION HOW ROBOTIC PROCESS AUTOMATION WORKS ABOUT THE DIGIBLU NETWORK BLUE PRISM CASE STUDIES
  • 3. 3 © DigiBlu 2016 ROBOTICS WILL CHANGE TODAY’S WORKPLACE AS DRAMATICALLY AS DID THE MACHINES OF THE INDUSTRIAL REVOLUTION CREATING VIRTUAL WORKFORCES Robotics will soon be ubiquitous and, with the ‘bots’ coming, advantage lies with organisations that can unlock the full potential of automation technologies. Facing relentless pressure to reduce costs, and with challenger start-ups being fully automated by design, incumbents are driven to innovate their operating models to dramatically reduce labour costs, improve productivity and increase the speed of innovation Recent estimates hold that nearly 80 million jobs in the United States and 15 million jobs in the United Kingdom are good candidates for automation. McKinsey estimates the financial sector has the technical potential to automate activities taking up 43 percent of its workers’ time. We don’t, however, foresee an impending workforce apocalypse. While RPA enables downsizing as low-end tasks are automated, this is often offset by workers released to meet demand elsewhere, to more value-adding roles and by natural attrition And the journey has begun, with organisations worldwide creating virtual workforces to fully digitise their processes: o Using Blue Prism’s Robotic Process Automation (RPA), an international bank has automated a range of processes saving over 1000 FTE. A national retail bank has automated over 130 business processes. Another global tier 1 bank recently placed an order for >1000 software robots o A global telco uses 160 robots to process up to 500,000 transactions each month, yielding a three-year return on investment of between 650-800% and reducing turnaround times from days to just minutes o It is reported that a third of global enterprises are active with RPA, significantly across processes long beset by manual interventions, such as invoice processing and collections, as well as higher-value areas, such as reporting analytics DigiBlu are specialists in implementing RPA and creating virtual workforces. You may not know where to start, and your end destination may not be fully defined, but we have the expertise to help you on your way: starting small with a Pilot, drafting the roadmap, scaling fast and capturing the benefits of automation
  • 4. 4 © DigiBlu 2016 THINK OF A SOFTWARE ROBOT AS A PERSON ON YOUR TEAM. TAKE A REPETITIVE RULES-BASED TASK, MAP OUT THE BUSINESS PROCESS AND ASSIGN THE ‘BOT’ TO MANAGE IT WHAT IS ROBOTIC PROCESS AUTOMATION A virtual workforce controlled by business operations teams Emulates human execution of repetitive processes using existing applications Interacts with any application or system using non-invasive techniques o Automated solution works 24/7/365 o Complete traceability of every robotic action and decision o Enterprise scalability to create a responsive virtual workforce o Increased consistency and double-digit reduction in error rates o Provisioned, governed and supported by IT o ‘Trained’ (configured) by business users o Brings governance to departmental tools and point solutions o Cuts data entry costs by up to 70% Mimics what people do by autonomously logging on, capturing data and orchestrating various applications and systems Smart software that enables rules- based outcomes and formulae, applied in seconds Conducts high-volume, repeatable tasks that humans find mundane, make errors and take a long time to accomplish Configured by operations employees using a flow chart of the procedure. A typical process can be configured to be production strength and operational within six-weeks Operates multi-step tasks across multiple systems to process transactions, manipulate data, trigger responses and send reports
  • 5. 5 © DigiBlu 2016 RPA (BLUE PRISM) HELPS CREATE DIGITAL WORKFORCES AT ENTERPRISE SCALE THE ROBOTICS LANDSCAPE - User enablement (typically desktop deployed) - Per-screen based - Suitable for small teams - Challenging to scale, secure and govern - IT focused development tool - Highly resilient automation of business applications - Highly scalable and robust (data-centre secured) - Full audit-ability and security options - Graphical flow-chart interface - Comprehensive exception handling / “lights-out” processing - Full methodology and framework for delivery - Governed and secured by IT, controlled by business - Unsupervised learning - Autonomic - Non-deterministic
  • 6. 6 © DigiBlu 2016 HISTORICALLY, LABOUR HAS BEEN THROWN AT ISSUES THAT AROSE FROM PROBLEMS WITH PROCESSES AND APPLICATIONS NOW, SOFTWARE ROBOTS CAN DO THE JOB – CHEAPER, FASTER AND BETTER ROBOTIC PROCESS AUTOMATION SPANS GEOGRAPHIES, LINES OF BUSINESS AND TECHNOLOGIES – AUTOMATING PROCESSES IN A NON-INVASIVE WAY AUTOMATING THE LONG TAIL CORE SYSTEMS RUNNING LARGE PROCESSES Large-scale IT deployments such as CRM, ERP, Core Banking, PAS PATCHWORK OF SYSTEMS PERFORMING ROUTINE RULES-BASED PROCESSING Invariably, patchworks are “glued together’ via numerous and expensive manual interventions PROCESSES STILL MANUALLY PERFORMED The benefit of automating them has been outweighed by the cost BUSINESSVALUE IT RESOURCE OPS RESOURCE RPA LOGS-ON AUTONOMOUSLY TO ORCHESTRATE APPLICATIONS AND SYSTEMS
  • 7. 7 © DigiBlu 2016 o Double data entry - simulates user rekeying of data from one system to another; data entry, copying and pasting o Rule-based decision-making - as long as decision matrices can be documented, then RPA can handle them, making simple rules-based decisions, based on data or criteria, along the business process and by exception, sending items for decisions by human workers o Automated preparation of reports – e.g. for regulatory authorities; automates the extraction of data to provide accurate and timely reports o Information validation and auditing – reconciles and cross-references data between different systems to validate and inspect information and provide compliance and auditing outputs o Straight through processing – workflow enabled interactions; automatically enters inputs from source systems into target systems, from trigger to completion o ‘Virtual’ system integration - transfers data between disparate and legacy systems by connecting them at the user interface level instead of implementing new data infrastructure and APIs o Application migration – migrates application data, records and history as part of an upgrade or migration project RPA CAPTURES AND INTERPRETS EXISTING APPLICATIONS FOR PROCESSING A TRANSACTION, MANIPULATING DATA, TRIGGERING RESPONSES AND COMMUNICATING WITH OTHER DIGITAL SYSTEMS TYPICAL USES OF RPA
  • 8. 8 © DigiBlu 2016 BEYOND THE BENEFITS OF COST, SPEED AND QUALITY, ROBOTIC PROCESS AUTOMATION ENABLES SCALABILITY, FLEXIBILITY AND RESPONSIVENESS THE BENEFITS OF RPA core benefits added value o Human effort shifted to value adding tasks that involve interaction, judgment and interpretation - improved job satisfaction; new value o Rapid response and innovation enablement – fast automation of processes and rapid integration of front-end digital technologies with back office legacy environments: a potential lifesaver for incumbents struggling to keep pace with new rivals o Increased operational agility – robots can scale up and down and switch their tasks according to demand. If requirements change, a robot can be trained quickly to adapt, without the constraint of business silo or human resource issues and associated training costs o Improved compliance - especially in highly-regulated industries. RPA improves control by providing consistent adherence to set rules. All tasks are tracked and monitored to aid compliance evidencing and audit trails o Improved customer experience – faster service delivery; 24 hour coverage; staff freed-up for customer-facing roles o Provides insight – RPA makes gathering and organising data easier so a company can predict future outcomes and optimise their processes o No Human Resource issues – robots don’t go sick, require performance reviews or compensation increases and don’t depart for jobs with competitors Cheaper Better Faster o 4 x the processing speed o Working 24 / 7 / 365 o 100% accuracy: no human errors, no rework o Fully audit-able and compliant o A software robot costs much less than a human worker and each does the work of 3-5 FTEs o Reported cost reductions range from 35-80%
  • 9. 9 1 2 3 4 5 INTRODUCING ROBOTIC PROCESS AUTOMATION THE JOURNEY TO ROBOTIC PROCESS AUTOMATION HOW ROBOTIC PROCESS AUTOMATION WORKS ABOUT THE DIGIBLU NETWORK BLUE PRISM CASE STUDIES
  • 10. 10 © DigiBlu 2016 THE FIRST STEP TOWARDS AUTOMATION, WE RECOMMEND, IS A PILOT TO ANSWER QUESTIONS AND GAIN STAKEHOLDER BUY-IN; STARTING BOTTOM UP AND SHOWCASING THE BENEFITS PILOT Assess candidate processes for rapid piloting in development environment: o Chose business area where large no. of processes are still handled manually o Identify rules-based processes with digital triggers, high volumes (with potential to release at least 3 FTE?), relatively few system interfaces and human exceptions Identify transition principles Establish leadership & stakeholder engagement Map the processes to keystroke level (detailed walkthrough) o Activities o Business decision rules o Applications o Inputs/ outputs o Variations, exceptions Get sign-off by Business Owner Establish baseline and agree performance targets Select target design and RPA steps to minimise handovers between people and robots Build robots to perform the processes in an automated way Use agile development and on-going testing Define interactions between robot & systems (including ‘wait’ rules & others) Define changes to staff roles Document process automation Demo / Showcase the automated processes (executive overview, demos, video etc.) Run test cases to identify and capture exceptions Engagement with IT, migrate functionality to production environment Hand over of Process Control Operation Guide for on-going execution and support of the RPA process Train selected SMEs to operate the robots Redeploy staff as necessary Wire in sustainability Plan next steps DigiBlu Resource – Project Manager to engage with client, agree success criteria and project plan, track performance and measure success against established criteria – Business Analyst to lead opportunity assessments, define the business case, create the process definition documents and support the testing as required – Developer/s to develop automations with in-scope systems to prove Blue Prism can operate within client’s ecosystem Client Resource – Sponsor / Business Owner – Subject Matter Expert/s to help map process, explain business rules and exceptions, perform test runs and assess capability – IT professionals, as required – to enable access (logins & passwords); provide infrastructure (laptop / PC) for robot deployment; and grant temporary administration access to load Blue Prism software SCOPING MAPPING AUTOMATION TESTING/HANDOVER
  • 11. 11 © DigiBlu 2016 THE PILOT DEMONSTRATES THE EFFECTIVENESS OF RPA THE OUTCOMES OF THE PILOT Demonstrates the benefits that automation brings to the selected processes and tasks Proves the effectiveness of RPA technology - shows how RPA works in situ with existing systems and how easy it is to use Highlights the technical and capability requirements for full- scale roll out and clarifies roles and responsibilities for the automation programme Demonstrates the low risk, ease and speed of implementation Gets key stakeholders engaged, at the strategic (C-suite) and operational levels (process owners and IT) Delivers decent financial benefits for your initial outlay (i.e. in- year payback) Continues to deliver value after the initial implementation: a fully functional process, expect 300-600% ROI over 3 years Begins the strategic journey to the robotic workforce THE PILOT HELPS GAIN MOMENTUM AND STAKEHOLDER BUY-IN SO BUSINESS OPERATIONS ASK, “WHAT ELSE CAN WE AUTOMATE?”
  • 12. 12 © DigiBlu 2016 HAVING PRIORITISED PROCESSES, YOU CAN SCALE FAST THROUGH ‘SPRINTS’ UNTIL RPA IS INSTITUTIONALISED IN THE ORGANISATION STAGES IN THE AUTOMATION JOURNEY o Establish sponsorship and governance o Select initial processes and baseline performance o 1st sprint (the Pilot) – deliver initial processes o Demonstrate the benefits o Identify and prioritise further processes INITIALISE INDUSTRIALISE INSTITUTIONALISE o Implement RPA in sprints o Make organisational changes o Capture benefits and showcase successes o Define vision and target operating model for automation, plan transformation journey o Plan impact on people and organisation o Baseline performance, build benefits case and set CSFs and KPIs o Implement the required infrastructure, support model and core RPA team o Establish demand pipeline o Transformed, low-cost & high- performance operating model o RPA scaled across the enterprise providing back-office and support functions o Virtual workforce embedded at the heart of the organisation with optimal human / digital performance o RPA built into future organisation design o Culture of continuous improvement embedded within RPA function o Automation skills developed and other teams trained o Library of reusable objects established THINK BIG: AT LEAST THE FUNCTIONAL LEVEL RATHER THAN MERE PROCESS-BY-PROCESS ‘START SMALL, SCALE FAST AND GET ORGANISED’
  • 13. 13 1 2 3 4 5 INTRODUCING ROBOTIC PROCESS AUTOMATION THE JOURNEY TO ROBOTIC PROCESS AUTOMATION HOW ROBOTIC PROCESS AUTOMATION WORKS ABOUT THE DIGIBLU NETWORK BLUE PRISM CASE STUDIES
  • 14. 1414 © DigiBlu 2016 PROCESS AUTOMATION USING BLUE PRISM HAPPENS IN TWO STEPS. FIRST, A LIBRARY OF TASKS (OBJECTS) IS BUILT… OBJECT STUDIO Objects model interactions between a person and a system, for example: o Launch application o Log in o Navigate o Read / Write information Objects are centrally stored for reuse across processes, resulting in: o Consistency and scalability o Reduced modelling time for subsequent processes o System changes only needing to be updated in one location (instead of for each process) DigiBlu provides a library of commonly used objects (e.g. interactions with MS Office)
  • 15. 1515 © DigiBlu 2016 … SECONDLY, OBJECTS ARE LINKED TOGETHER TO FORM PROCESSES PROCESS STUDIO Process Studio is where the process logic (business rules) are modelled Processes reference pre-built objects to complete the process Sub-processes can be built to account for different variations in the main process Process Studio includes Management Information reporting to highlight areas for future improvement
  • 16. 16 © DigiBlu 2016 RPA RUNS THE PROCESS FROM END-TO-END. IN THIS EXAMPLE AN E-FORM IS RETRIEVED, ELIGIBILITY IS CHECKED, THE APPLICATION PROCESSED AND THE BANKER NOTIFIED BROKER ON-BOARDING PROCESS – BENEFITS OVERVIEW Operator: o Check Eligibility o Review Directory o Broker Portal o ASIC Registry o CARE List, o Introducer Database 01 Operator: Retrieve email from Lotus Notes Operator: Establish Profile in CRM and Introducer Database Operator: o Finalise o Update Daily Validations o Email Confirmation to Requesting Banker 02 03 04 15 min 80% 2FTE time quality before after 45 sec 100% 0FTE -14 min 100% SLA Target -2FTE cost -95% +20% -100%
  • 17. 17 © DigiBlu 2016 RPA REQUIRES US TO RETHINK THE NATURE OF WORK, WITH HUMANS USING EMPATHY AND JUDGMENT WHILE DIGITAL WORKERS DO THE REPETITIVE TASKS INTEGRATED HUMAN / DIGITAL WORKFORCE
  • 18. 18 1 2 3 4 5 INTRODUCING ROBOTIC PROCESS AUTOMATION THE JOURNEY TO ROBOTIC PROCESS AUTOMATION HOW ROBOTIC PROCESS AUTOMATION WORKS ABOUT THE DIGIBLU NETWORK BLUE PRISM CASE STUDIES
  • 19. 19 © DigiBlu 2016 FOR OVER A DECADE, THE DIGIBLU TEAM HAVE BEEN DEVELOPING LEADING PRACTICE APPROACHES TO BUSINESS PROCESS AUTOMATION AND IMPROVING OPERATIONS PERFORMANCE THE DIGIBLU JOURNEY TO ROBOTIC PROCESS AUTOMATION
  • 20. 20 © DigiBlu 2016 DIGIBLU HELPS CREATE DIGITAL WORKFORCES OF EMPLOYEES WHO NEVER TIRE OF THE ROUTINE AND WORK FLAWLESSLY, FREEING UP THEIR HUMAN COUNTERPARTS TO WORK THAT IS MORE FULFILLING AND VALUE-ADDING – ‘TAKING THE ROBOT OUT OF THE HUMAN’ IF ROBOTIC PROCESS AUTOMATION IS A GAME CHANGER, THEN DIGIBLU ARE THE SPECIALISTS YOU’LL WANT IN YOUR WINNING TEAM OUR CORE RPA SERVICES ‘Strategic’ RPA implementations on an enterprise-scale for material effect. Starting fast with a Pilot, we work with you to plan and scale automation towards the creation of a highly flexible virtual workforce that largely replaces the humans doing routine operational tasks. This has the potential to create a low-cost, high performance organisation with a markedly lower cost-to-income ratio ‘Tactical’ RPA implementations on a standalone basis to achieve set outcomes. Addressing specific pain points - such as reconciliations or remediation, for example – we help you implement RPA to assist the humans doing routine mundane tasks, creating extra capacity, smoothing the workload and releasing workers to concentrate on more value-adding tasks RPA-enabled compliance processes to ease the burden of regulatory change. We provide expert advice on the requirement, conduct process gap analysis, map processes and write business rules and configure them in Blue Prism for RPA-enabled execution. With RPA, the execution of regulatory change is quick, cost-efficient, consistent and wholly auditable
  • 21. 21 © DigiBlu 2016 WITH US, YOUR IMPLEMENTATION WILL BE LOW RISK AND PREDICTABLE AND WE’LL WORK WITH YOU TO MAXIMISE VALUE o Our developers are specialists in process automation. While business users can automate and manage the processes, our experience speaks to the value of using highly trained and accredited process automation developers working closely with SMEs, under supervision, with quality reviews o With deep expertise and long experience in process design and Business Process Management, we know how to engage, identify and map the candidate processes, make necessary changes and write the business rules. This expertise is critical as poorly mapped, inefficient or poorly controlled processes can introduce significant risk as the robot will just, ‘do as it’s told’ o Our leadership have top-tier consulting backgrounds with particular experience in delivering enterprise transformations. We offer trusted counsel in the design and implementation of new operating models in order to achieve step-change performance improvements o We leverage comprehensive methods, tools and IP - including case studies, process reference models, a library of industry‐specific business cases, test data, business rules and objects - to get you the best results, faster o We have deep industry expertise and know the local landscape – being well networked at executive and working levels, we are easy to work with, are customer focused (and not driven by internal performance targets) and have low overheads which makes us inexpensive compared to the large SI and consulting firms. Our culture is ‘can do’ o We have partnered with the The Reveal Group, an international channel partner for Blue Prism, who have developed software products to improve the performance of the human / virtual workforce so that you quickly realise the maximum benefits from an RPA implementation. One of the world’s biggest implementers of RPA, Reveal offer competitive pricing and great support for our clients and share their experience and capabilities with DigiBlu DIGIBLU PROVIDE EXPERIENCED, SKILLED RESOURCES TO GUIDE YOU THROUGH THE END-TO-END ROBOTIC PROCESS DIGIBLU & REVEAL
  • 22. 22 © DigiBlu 2016 BLUE PRISM ARE THE WIDELY ACKNOWLEDGED PIONEER AND MARKET LEADER IN RPA AND HAVE THE ONLY SOLUTION BUILT AS AN ENTERPRISE PLATFORM ABOUT BLUE PRISM Blue Prism is a UK-based software company and leader in the emerging global technology category of Robotic Process Automation. The Group supplies software robots that automate clerical back office processes and operate in similar fashion to humans. Blue Prism's Software Robots are differentiated in the market as they have been designed to be deployed at scale in enterprise-sized organisations where security, resilience, robustness, flexibility, scalability and compliance can be critical o Creates and supports a digital workforce of industrial strength and enterprise scale o Doesn’t require IT skills to implement o Can be implemented in sprints of 4 to 8 weeks (start to finish) o Is very low cost compared to the TCO of alternative solutions o Provides tremendous payback with self-funding returns and an ROI that has been as high as 800% o Can be managed within IT infrastructure and processes BLUE PRISM SPENT YEARS "INDUSTRIALISING" THE SOFTWARE WITH BLUE-CHIP CUSTOMERS TO MEET THE PRODUCT AND METHODOLOGY STANDARDS NEEDED TO DEPLOY THE ROBOTIC WORKFORCE IN A TRANSFORMATIONAL WAY, LIKE BPO DID TO BACK OFFICES 20 YEARS AGO Blue Prism is the only software which:
  • 23. 23 © DigiBlu 2016 DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS DIGIBLU LEADERSHIP TEAM (1) Steve Burke Cape Town Steve has many years experience of innovating business and operating models, mostly in Financial Services. His CV includes business development manager for Digitization at Marconi, strategy consulting with A.T. Kearney and PwC and General Manager: Group Business Change at Absa bank. He has spent the last ten years developing strategies and running transformation initiatives for leading South African banks and insurers. Steve holds a Masters degree in the Design of Information Systems and an Honours degree in International Politics and, as a former British paratrooper, was trained in leadership and strategy at Sandhurst and the Army Staff College. Werner Horn Cape Town Werner has led developments in process automation from building a Banking Reference Model in ARIS to creating a Process Value Centre for a leading South African bank and now, Robotic Process Automation. He has twenty years experience in improving the operational performance of Financial Services businesses in Europe, Africa and India. Werner was the founder and owner of Southpaw Solutions - a boutique consulting firm that specialised in Business Process Management and operations improvement. After it was acquired by PwC, he was appointed lead partner for Financial Services Advisory for Africa. Werner is a Chartered Accountant and holds an Honours degree in Accounting. Kurt Oellerman Johannesburg Kurt has extensive experience in helping clients execute transformational change across all aspects of their organisations. An expert in process-based transformations and large-scale IT implementations, he led an end-to-end value chain transformation for one of South Africa’s largest transport and logistics companies. He is passionate about creating high-performing businesses that place superior customer experience at the heart of their strategy and execution. Kurt has spent the last ten years leading consulting businesses in South Africa and across Africa for PwC and Deloitte. Kurt is a Chartered Accountant and holds an Honours degree in Accounting.
  • 24. 24 © DigiBlu 2016 Cathy Hampson London Cathy brings C-suite insight to the team having joined DigiBlu from AIG where she was Director – Governance, Data, Reporting & Analytics. She has over twenty years’ experience of Financial Services’ senior leadership in the investment banking, asset management and insurance sectors. She has led major global projects for regulatory, process and organizational change at Morgan Stanley, Barclays Global Investors, Chase Manhattan, Mars and the London Stock Exchange. Cathy regularly speaks at international conferences and is a published author on Risk Management. Cathy holds an Honours degree in Fuel and Energy Engineering/Management Studies (Leeds), an Executive MBA (London Business School), is a qualified accountant (FCCA) and a qualified Counsellor (MBACP). Nigel Sansom London Nigel leads our Healthcare practice and develops strategic solutions for Healthcare, Pharmaceuticals, Diagnostics and Life Sciences companies. With over twenty years of pharmaceutical, biotechnology and healthcare experience, Nigel has held senior level roles at Astra Zeneca, Novartis, Intergen Inc., the NHS and in academia. Nigel holds an Honours degree and PhD from the University of Aberdeen, and an MBA from Henley Management College. Gavin Beckett Johannesburg Gavin is our lead Business Analyst, combining subject matter expertise in Robotic Process Automation with deep strategic and functional expertise in Operational Excellence, Business Process Management and Enterprise Content Management, particularly in the Financial Services sector. A process lead at First National Bank, Southpaw and PwC, he nurtured the development of the Banking Reference Model in ARIS and helped develop a Process Value Centre COE for a Big 4 SA bank. Gavin holds an Honours degree in Civil Engineering (Wits) and is an ISO 9001 qualified Lead Auditor. DIGIBLU’S LEADERSHIP TEAM DRAWS ON DEEP STRATEGY, BUSINESS TRANSFORMATION AND OPERATIONS EXPERIENCE TO GUIDE OUR CLIENTS TOWARDS LOW COST, HIGH-PERFORMANCE DIGITAL OPERATING MODELS LEADERSHIP TEAM (2)
  • 25. 25 1 2 3 4 5 INTRODUCING ROBOTIC PROCESS AUTOMATION THE JOURNEY TO ROBOTIC PROCESS AUTOMATION HOW ROBOTIC PROCESS AUTOMATION WORKS ABOUT THE DIGIBLU NETWORK BLUE PRISM CASE STUDIES
  • 26. 26 © DigiBlu 2016 DIGIBLU HAS PARTNERED WITH GLOBAL LEADERS WITH CONSIDERABLE EXPERIENCE IN SUPPORTING LARGE-SCALE AUTOMATION PROGRAMMES BLUE PRISM – INTERNATIONAL CASE STUDIES RPA pioneers with first implementation in 2005 Achievements to date: o >130 processes automated o 100 robots deployed o 200+ FTE saved o Continuous delivery cycle o Average delivery time of 6 weeks per process o Rapid ROl of less than 3 months o Operational Agility Team Automated processes include: o Inter-bank funds transfer reduced to 20 sec with RPA vs 10 min manual process o Audit conducted in 1 min with automation versus 6-7 hrs manual process BLUE PRISM HAVE AUTOMATED 350+ DIFFERENT PROCESSES FOR CUSTOMERS WORLDWIDE, INCLUDING HSBC, BARCLAYS, AMEX, ZURICH, FIDELITY, LEGAL & GENERAL, CREDIT SUISSE, CO-OP BANK, TELEFÓNICA 02 National Retail Bank International Banking Group Global Telco The bank has worked with RPA software since 2006 Achievements to date: o £175m p.a. reduction in bad debt provision o 1,000 + FTE saved o Automation strategic imperative at ‘C’ level o RPA ‘fed’ by continuous improvement initiatives o Blue Prism in the bank’s Automation COE 50+ processes automated including: o Rapid closure of compromised accounts o Collation and monitoring of branch network operational risk indicators o Automation of process for new loan applications o Process 1,000+ payment protection claims in 7hrs using 15 robots (= 55 FTEs) The Telco launched RPA software in 2013 to optimise its back office operations 2015 RPA capabilities covered: o 15 core processes o 1,000-1,200 FTE replaced o 400-500k cases per month o > 160 robots deployed; run by a team of 3 o 12 months payback period o 3 year ROI of 650-800%
  • 27. 27 © DigiBlu 2016 THE ROBOTS ARE HERE, WITH RPA ALREADY DEPLOYED AND DIGITAL WORKFORCES DELIVERING SUBSTANTIAL BENEFITS BLUE PRISM – SOME EXAMPLE CLIENTS 40% OF BUSINESS PROCESS OUTSOURCERS ARE ALREADY USING RPA. THE BANKING, FINANCIAL SERVICES AND INSURANCE SECTOR IS AT THE FOREFRONT OF ADOPTION OF RPA WITH A 25% SHARE OF THE MARKET
  • 28. THANK YOU www.digiblu.co.za The information contained in this document is confidential and should be treated as such. While the author has made every effort to provide accurate information at the time this document was created, neither DigiBlu nor the author assume any responsibility for errors or changes that occur after production. Copyright © 2016 DigiBlu. All rights reserved