Rpa ai automation webinar by new, cfgi, ui path 11 82018

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Aim Big, Start Small, Scale Fast
Scaling automation with speed and agility
Enabling the benefits on a global scale

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AGENDA
Introduction
Presenters
Your automation journey
How to realize the sought after effects utilizing
RPA (NEW)
Automating intelligently in finance
What trends do we see in the market? (CFGI)
The future of automation
Where are we heading? UiPath’s perspective
(UiPath )
Wrap up
Automation in Finance with Robotics Process Automation (RPA)
Be in Control and Realize Cost Efficiency

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Global automation
pure-play founded
in 2016, and
based on more
than 5 years of
experience within
the RPA space
01
We provide
managed
services, as well
as, management
and IT consulting
services covering
all aspects of our
clients’
automation
journey
02
Our current
technologies
include RPA, AI /
machine learning,
chatbots, NLP,
IoT, and
Blockchain
03
Eco-system of
world leading
softwares such as
UiPath, boost.ai,
Microsoft and
Nuance
(NLP/chatbots)
04
NEW Innovation Management
Managed Services, Technology, & Consulting
NEW’s framework has supported several of Europes largest companies in establishing
their global RPAand AI capabilities, both on-premise and as managed services
NEW is the Official Training Partner to UiPath

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Software that performs rule-based tasks currently
performed by humans
RPA works in the user interfaces – just like a human. It
can be thought of as an application-independent macro
Because RPA is built on top of the existing IT
infrastructure, there is no need for new IT systems or
interfaces. It is similar to on-boarding a new employee
Robotic Process Automation (RPA) Artificial Intelligence (AI)
Software modules that can make highly complex
independent decisions
AI uses unstructured data (e.g. languages) or data-
rich environments (e.g. databases and data-lakes)
AI can be part of existing solutions (e.g. SAP Hana)
or can be offered by focused AI providers (e.g.
Nuance, Microsoft)
Automation
What Exactly is Robotics and Artificial Intelligence?
I can do your
repetitive
mundane tasks
for you
I can learn in
order to help you
make better
decisions

55
Direct access to all systems
RPA can automatically read and write all systems (Desktop apps, databases, ERPs,
custom apps, Citrix, … …)
Built ‘on-top’ of existing infrastructure – no need for new systems
RPA can easily interact across existing legacy systems – in fact, it can even link them
easily
Pragmatic and low-cost implementation
RPA robots can be installed and trained in only 3-4 weeks and need minimal investment
(<$20k)
Fast execution of tasks and adapts to changes easily
RPA robots can be easily retrained to accommodate changes in environment and
quickly work again with full speed
The RPA technology has some strong features
Value proposition of RPA technology

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RPA is Part of a Larger Automation Journey
The Automation Journey Goes Beyond RPA
“The first rule of
technology used in a
business is that
automation applied to an
efficient operation will
magnify the efficiency.”
– Bill Gates
Effectiveness = QAAA
Quality of the implementation
Awareness of the initiative by the people in the organization
Acceptance of the initiative by process owners
Accountable for the initiative by the leaders and process owners
“Better, Faster, Cheaper, Smarter”
Faster accurate processing and able to meet growth demands.
Intelligent Automation
Efficient – doing same with less doing more with same - Productive
Be Efficient and Effective

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A mid-table fortune 1000 organization with around $20B
revenue & 50,000 employees, automating 20% of
estimated addressable activity through RPA could result
in over $20M of bottom line impact each year – Deloitte
Global RPA Survey
86
%
Productivity Expectations Met
92
%
Improved Compliance Met
90
%
Accuracy Met
59
%
Cost Reduction Met
53
%
RPA Journey Already Started
Advantage of Bots Helping the Workforce
Humans augmented with Bots are more effective
Bots for Speed, Accuracy, & Risk Management
During M&A, FP&A, Monthly Closing etc.
Whenever a new process and/or new software is
introduced, chance of mistakes by the workers rise. Bots
can help to minimize these mistakes and shorten the
learning curve.
Mistake Proof = Less Rework
Let the Bots handle the mundane repetitive tasks and have
the employees focus on value adding strategic work to
grow the business.
Happy & Productive People = Employee Retention
Errors from manual work are eliminated. Customers are
not complaining freeing up more time for the employees to
engage and build positive relationship with the customers.
Consistency = Cost Efficiency & Happy Customers
Bots can fetch and display data from multiple sources at
tremendous speed all day long to support current
customers and scale rapidly to support new customers.
Faster Service = More Customers & Stay in Control
Deloitte Global RPA Survey

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Developed robot that accesses
systems and creates invoices based on
construction progress
Invoice data needs to be collected from
various construction sites in different
systems – complexity from manual invoice
generation and changing construction
timeline “what should be invoiced?”
Sped-up invoicing for better working capital
management, introduced control, and
reduced manual labor by 70%
Finance Project:
Invoice and Control
Actions
Starting
point
Impact

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POC
Processes in production
>10
Build change
readiness in the
organization,
establish
infrastructure,
and set the
baseline to scale
with a robust
governance and
operating model
Effort/AddedValue
Explore the
technical
feasibility and
value of an RPA
solution
Pilot RPA Project RPA Portfolio
Align to existing
procedures and
processes to make
RPA an integral
part of the every
day operations and
continuous
improvements
Establish RPA
organization,
anchor
governance and
operating model.
Scale automation
across business
units and functions
Explore Adopt Industrialize Institutionalize
2-102-30
RPA Maturity
Value of RPA Technology

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RPA Project’s Success Factors
• View it as a business change project with the character of IT projects, but working closely
with the business
• Ensure there are internal resources that can and will drive the project forward, and give the
project members time to work
• Visualize roles and responsibilities within the organization at an early stage. What
changes within the organization that will emerge when you start your automation journey
and how the organization will develop when scaling up
• Ensure good communication and information of the RPA-project within the organization.
Use Visual Management tools (show what we do instead of talking about it)
• Work with project planning in sprints to ensure ongoing deliveries in smaller parts. It gives
good transparency to sponsors, stakeholders and clients, as well as, it signals a project that
delivers
• Confirm project requirements, goals, & deliveries and communicate this to all
stakeholders (internally as well as externally)
• Establish an IT strategy on how to start up with automation and how to scale the
environment as more robots are added
• Continuously improve processes to ensure the best possible automation capabilities are
embedded
• Choose processes wisely based on automation goals

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Leadership Team
Your Trusted Partners

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Sebastian Toro
Sebastian@new-innovation.com
CEO
& Co-Founder
COO
Bob Fitzpatrick
bob.fitzpatrick@new-innovation.com

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Automating intelligently in Finance
About CFGI
TEAM OF HIGHLY SKILLED PROFESSIONALS
Uniquely positioned as both certified IPA developers and
qualified accountants with significant controls and process
experience
COST EFFECTIVE VALUE PROPOSITION
Our clients receive the highest level of robotic process
automation talent available in the marketplace
PROJECT MANAGEMENT
Core offerings revolve around project management and we
can manage the coordination of your robotics project.
FLEXIBLE SERVICE MODEL
In today's rapidly accelerating digital future our flexible
service model enables us to align the appropriate level of
resource for each client need.
CFGI is a highly specialized consulting firm assisting the Office of the CFO through its RPA journey
CFGI is an RPA vendor partner, able to provide additional demonstrations and training sessions
We offer end-to-end implementations and can also help with specifics areas along your journey such as:
- Ranking your top 25 business processes for their suitability to automation
- Providing support for proof of concept
- Delivering and developing a packaged Center of Excellence
- Offering vendor, automation development and project management training
- Providing ongoing maintenance, support and CoE assistance for integrated solutions

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Process automation
solutions, once a privilege
of the few, is more
accessible and affordable
than ever
Process automation is
becoming a necessity
within the Finance
function as human
error and slow
processing are
replaced with accurate,
fast, predictable results
Successful RPA
implementation opens
the door to further
digital enhancements
throughout Finance
Implementing
robotic process
automation is an
opportunity to
rethink your
processes
Advantages
of
automation
Advantages of Automation

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Ho is RPA goi g to
ge erate ROI?
Where ill I see the
e efits?
ROI
Should I use a e dor or de elop
in-house?
I’ goi g to ait for other
functions to test RPA, why should
Fi a e e the first…
There are so a e dors out
there… ho do I hoose the right
o e?
Our IT depart e t is alread
stretched, who has capacity to
de elop a d support us?
Implementation
What we’re heari g i the arket

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Identifying the most
suitable processes to
automate is of the
utmost importance
Consider how your
workforce will be
impacted early
The best solutions
aren’t always 100%
automated
Your digital initiative
needs to be linked to
the usi ess’
overarching strategy
Automation solutions
in Finance are best
developed by those on
the front line, who
know your processes
Tips for successful automation

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Accounts receivable
• Generate and validating invoices
• Applying cash to outstanding
balances
Analyzing and processing disputes
• Creating reports (eg. Accounts
receivable aging, credit holds)
Accounts payable
• Entering non-EDI invoices
• Performing 2- and/or 3-way invoice
matches
• Processing expense-approval requests
• Completing audits (eg. Duplicate
supplier payments)
Accounting
• Automating complex journal entries
• Preparation of financial statements
• Performing and documenting account
reconciliations
• Calculating and applying allocations
• Maintaining fixed-asset accounts
Other
• Assisting user access and segregation
duty reviews for SOX IT systems
• Preparing external-reporting
templates
• Conducting transaction audits of
high-risk areas
• Preparing wire-transfer requests
Payroll
• Flagging time-sheet errors and
omissions
• Auditing reported hours against
schedule
• Calculating deductions
• Harmonizing data across multiple
time-keeping systems
FP&A
• Building standard management
reports
Consolidating and validating
budget and forecast inputs
• Gathering and cleaning data for
analysts
Where do we see RPA within the Finance Function?
Source: McKinsey&Company

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Andres Garzon – Partner
Andres has over 15 years of experience providing accounting, management advisory, and transaction services to public and private companies of all sizes
across multiple industries. His expertise and advice is sought by public and private companies especially in the financial services space where Andres is an
accomplished thought leader. Andres has led numerous engagement teams through complex accounting and operational issues. Andres’ expertise
originates from his experience consulting and advising companies in industries such as Banking, Insurance, Specialty Finance, Asset Management, High
Tech, and Manufacturing.
Andrew Allison – Senior Manager
Andrew is a Senior Manager with CFGI, providing accounting and advisory solutions to his clients, with a focus on the financial services industry. Andrew
is a certified robotics process automation developer having gained the certification with UIPath, the leading RPA software provider. He has conducted
several end-to-end automation projects within various business functions, involving understanding the current process, identifying areas best suited for
automation and designing efficient and robust solutions in line with the specifications. Additionally, Andrew has substantial experience advising his
clients through complex accounting matters and has operational interim management experience having undertaken project-specific and controller
support roles.
Amr Hafez – Senior Manager, Enterprise Risk Advisory
A r is a Se ior Ma ager ith CFGI’s Risk Ad isor Ser i es group, spe ializi g i E terprise Risk Ma age e t. Amr also provides internal control design,
implementation, and testing services to clients across the biomedical, financial, and regenerative energy industries. Previously, Amr was responsible for
establishing a formal operational risk data aggregation program and spearheaded an initiative to integrate the issue management framework with risk
and control self-assessment, scenario analysis, and loss data results. This also included developing a KRI/KPI program to link operational performance to
the a k’s strategi dire tio . Prior to his risk management experience, Amr managed Internal Audit teams at multiple financial institutions over 15
years.
Daniel Shafrir – Senior Manager, IT Risk Advisory
Daniel is a Senior Manager with CFGI, bringing a decade of technology audit, risk management, and process improvement experience. Prior to joining
CFGI, Da iel ser ed as the IT Audit Su je t Matter E pert i P C’s Natio al Offi e, a d has o sulted o a d helped uild out PwC’s approa h to Ro oti s
Process Automation and its intersection with the external audit. Daniel has led IT SOX, SOC 1, SOC 2, Compliance and External Audit engagements with
dozens of clients in a variety of industries, from Fortune 500 to small private companies. Daniel has authored a number of publications, including The
Evolution of the IT Audit in an Age of Technology for CFGI Insights.
Our team

N O V E M B E R 7 , 2 0 1 8
Webinar
Boris Krumrey
Chief Robotics Officer
AccelerateDigitalOpswith
RPAandAI

2
True Enterprise RPA
First automation
libraries for
developers
worldwide
Desktop
Automation
product for
Enterprise RPA
Enterprise RPA
Partnerships with
global BPO &
Consulting Firms
Global offices /
100 people /
100+ enterprise
customers
2005 2013
2015
2016
Entered Japan.
Launched Academy.
Series A.
700 customers/ 550 people
/ 100,000 Community
FIRST ROBOTIC
AUTOMATION
COMPUTER VISION
2017
CATEGORY
LEADER
EARLY GROWTH GROWTH
GLOBAL
EXPANSION
2018

UiPath Early Breakthroughs
Computer Vision
“Drag and Drop”
Easy-to-Use Designer
• Perfectly emulates
human worker
repetitive tasks through
the User Interface
• Acts as the hands and
eyes… not the brain
• No coffee breaks
• Built-in recorder
• Sequences support linear processes
• Use Flowcharts for complex business logic
• State machines support very complex
processes
True Enterprise RPA

True Enterprise RPA
UiPath
Robots
UiPath
Orchestrator
UiPath
Studio
Digitize your
process
Manage
and secure
EXECUTE
MONITOR
DEPLOY
The UiPath Enterprise RPA Platform
Big
Scale
Deploy
and scale
Your business processes
and workflows
Your digital
workforce
Your attended and
unattended robots
Executed with 100% accuracy

5
True Enterprise RPATrue Enterprise RPA
UiPathEnterpriseCustomerGrowth
78%
Meet or
Exceed
RPA
Expectations
In First 6 Months
Success Always take the Better Path
33 45 59 98 145
235
397
704
1110
1521
2030
2500
0
500
1000
1500
2000
2500
3000
Q1 2016 Q2 2016 Q3 21016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018

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True Enterprise RPA
World’s Largest RPA
Implementation
E N T E R P R I S E R P A S T O R I E S – H Y B R I D R P A
1,500Targeted workload equivalent
200+Operations Automated
5 SIsAccenture, EY, Deloitte, IBM,
and PwC
¥50BCost reduction by 2020
3MHours create by 2020
(Over 1 Million today)
Customer:
SMBC Bank, Japan
Implementation Time:
5 months
• Compliance and risk
operations
• Information gathering
processes used to enhance
sales and planning
capabilities
• Support branch operations
• Routine Operation Center
processes
• Other high volume routine
operations within the
Headquarter departments

7
StartingpointofRoboticProcess
Automation Will RPA become part of the
legacy Enterprise System
Landscape?
Web Mobile Chat (Voice)
Enterprise Application Interfaces
CRM ERP HCM ITSM
ts
SYSTEM OF ENGAGEMENT
SYSTEM OF RECORDS
PROCESS
AUTOMATIONS
• COST
• PRODUCTIVITY
• CAPACITY
• QUALITY
• CONTINUITY
• COMPLIANCE
• INNOVATION

8
RoboticProcessAutomationforthe
Enterprise RPA has evolved to an Enterprise
Operating Platform including CoE
Methods and Governance Models
CRM ERP HCM ITSM
ts
SYSTEM OF RECORDS
PROCESS
AUTOMATION
MANAGEMENT
PLATFORM
Operating Model
• Governance
• CoE Procedurees
• CoE Organisation
• Methods & Trainings
• Service Management
RPA Mgt. Platform
• RPA/RDA
• Hybrid-Cloud
• Process Mgt.
• Monitoring
• Analytics
• Work Queues
• Security Mgt.
• Version Control
• Config. Mgt.

9
“
Gartner, “Develop 3 Levels of Service for Your Center of Expertise to Scale DigitalOps and Robotic
Process Automation”, 23 August 2018
AutomationiskeyforDigitalOperations
*) see Gartner, “DigitalOps Helps Connect Business Models to the Digital Business Platform”
DigitalOps includes business process management (BPM) decision modeling and machine
learning *. [...] combining RPA with lightweight BPM tools and decision modeling
capabilities enables firms to dramatically transform processes while leveraging existing
investments in technology. That combination also enables organizations to rapidly evolve
their technology infrastructures and apply machine learning where needed.
Process mining also comes into this picture by helping identify actual work patterns. These
scenarios highlight the need for DigitalOps as an umbrella framework to align and coordinate
across different technologies rather than focusing on a single technological approach such as
RPA

10
Robots are Learning Skills
To Emulate Humans To Augment Humans
Visual
Understanding
Rules-Based
Action
Document
Understanding
Conversational
Understanding
Predictive
Analytics/Decisions
Self-
Maintaining
Process Monitoring
and Discovery

12
True Enterprise RPA
UiPath Intelligent OCR Integrated Solutions
• Our open integration approach supports multiple Technologies at Enterprise scale
High
High
Low
Format
Variety
Extraction
Complexity
1 OCR + RPA
(Google, Microsoft, ABBYY)
4
4 RPA + OCR + Multiple
Machine Learning & Deep
Learning embedded Technologies
3
3 RPA + OCR Platform
Template-based with
Machine Learning classification
RPA + OCR Platform
Template-based
2
2
1
Path to AI

13
True Enterprise RPA
Machine
Learning Model
Classification
UiPath RPA
Machine
Learning Model
Identification
Machine
Learning Model
Prediction
What is it? Who is it? Is the person likely to
default a loan?
Unstructured Data e.g.
Emails, Documents
Structured
Data
INPUT / OUTPUT
FEEDBACK &
RETRAINING
DOMAIN
SPECIFIC AND
CUSTOM-BUILT
UiPath RPA
Model
embedded in
UiPath RPA
Code
Machine
Learning Model
Prediction
UiPathRPAMachineLearningSkills

14
True Enterprise RPA
UiPath RPA
Machine
Learning Model
Prediction
default a loan?
Emails, Documents
Structured
Data
INPUT / OUTPUT
FEEDBACK &
RETRAINING
DOMAIN
SPECIFIC AND
CUSTOM-BUILT
UiPath RPA
Model
embedded in
UiPath RPA
Code
Machine
Learning Model
Prediction
EmbeddedNLPandMachineLearningSkills
NLP Token
Logic
Classification
NLP Token data
extraction
Identification

15
True Enterprise RPA
UiPath RPA
default a loan?
Emails, Documents
Structured
Data
INPUT / OUTPUT
FEEDBACK &
RETRAINING
DOMAIN
SPECIFIC AND
CUSTOM-BUILT
UiPath RPA
EmbeddedNLPandDeepLearningSkills
NLP Token
Logic
Classification
NLP Token data
extraction
Identification
Deep Learning
Model
Prediction
AI Computing
Platform

16
True Enterprise RPA
UiPath Assisted Automation
default a loan?
Process Monitoring and
Apps, Emails, Documents
Structured
Data
INPUT / OUTPUT
FEEDBACK &
RETRAINING
DOMAIN
SPECIFIC AND
CUSTOM-BUILT
UiPath RPA
AssistedAutomationandDeepLearningSkills
NLP Token
Logic
Classification
NLP Token data
extraction
Identification
Deep Learning
Model
Prediction
AI Computing
Platform

17
True Enterprise RPA
Datarobot Demo

18
True Enterprise RPA
Virtual Assistants and Chatbot Integrations
• UiPath enables automation fulfilment for leading Virtual Assistants Platforms
UiPath Connector
Voice/Chat User
Interface Operation
Automatic
Data Entry of Standard
Orders or Services
RPA
Platform
Dialogflow.com
Application
Server
Cognitive Assistant
Platform
Path to AI
Collect and built new
knowledge

19
True Enterprise RPA
Google Assistant Demo
• Simple example how Google Dialogflow and UiPath RPA works together
Path to AI

20
ProcessMiningandGenerationofProcess
AutomationsunderHumanSupervision
• SAP
• Excelsheets
• ServiceNow
• Oracle
• Microsoft Dynamics
• etc
Process Mining
Database
Desktop user
UiPath Process
Recording Process
Process Mining
Mapping
Identification of
repeatable tasks
Generate
UiPath RPA
Code
Skeleton

21
True Enterprise RPA
Open and Free Collaboration
Share
Automations
freely on
UiPath Go!
Speed
implementations
by 80%
Get new ideas by
industry,
technology (ie.,
SAP) and
Domain (ie., HR)

22
True Enterprise RPA
ECOSYSTEMOFENABLINGDIGITALOPSTECHNOLOGIES

23
RoboticProcessAutomationwillbe
theplatformforDigitalOperations
CRM ERP HCM ITSM
ts
SYSTEM OF RECORDS
PROCESS
AUTOMATION
MANAGEMENT
PLATFORM
Operating Model
• Governance
• CoE Procedurees
• CoE Organisation
• Methods & Trainings
• Service Management
RPA Mgt. Platform
• RPA/RDA
• Hybrid-Cloud
• Process Mgt.
• Monitoring
• Analytics
• Work Queues
• Security Mgt.
• Version Control
• Config. Mgt.
UiPath Open Platform is
a umbrella framework
combining
• RPA,
• BPM tools and
decision modeling
capabilities
• applied machine
learning where
needed and
• Process [Monitoring
&] Mining to identify
actual work patterns

N O V E M B E R 0 7 , 2 0 1 8
Thank You
@bpkrumrey
Boris.Krumrey@uipath.com
AccelerateDigitalOpswith
RPAandAI

Rpa ai automation webinar by new, cfgi, ui path 11 82018

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