Adoption of Robotic Automation Process

Mukund Wangikar
Mukund WangikarDirector - QA at Xpanxion em Xpanxion
Robotic Process Automation
Mukund Wangikar
Director - QA
Agenda
• What is RPA?
• Why industry is moving into RPA?
• Market size and forecast
• RPA tools & service providers
• RPA implementation process
• Case study
• Go To Market strategy for RPA
• Demo
What is Robotic Process Automation (RPA)?
https://www.youtube.com/watch?v=tnUSN2JLDOI
What is Robotic Process Automation (RPA)?
Application of automation software to carry out
tasks and activities in applications and systems by
interacting with them in the same way as a human.
“Virtual Workers” replicate the specific actions a
human would take while working with IT systems,
the decisions they make, and the logical processes
they follow.
Bots can interact with an in-house
application, website, user portal, email,
Microsoft Office suite and more.
RPA aims to replace repetitive and no
value adding clerical tasks performed by
humans, with a virtual workforce of
robotic FTEs
Product
Engineering
Cloud
Computing
Testing
Services
BI/Data
Analytics
RPA loT UI/UX
Vertical Focus (Micro-verticals) Retail, Hospitality,
Real Estate, Insurance, Healthcare, BFSI
Opportunity to
penetrate
existing
customers
Outsourcing
client are looking
to move away
from FTE
dependency
There is greater
need for
establishing
competitive
differentiation
Enable
Scalability
Business lack full
visibility into
their technology
supply chain
Renewal
contracts
have grown
in value
RPA @ Xpanxion
Demand for
innovation
requests from
clients has risenDemand in
enhanced
excellency,
agility and
savings
Improves
Business
Performance
Metrics
Mobility Basic Process
Automation
Enhanced
Process
Automation
Cognitive
Automation
What RPA can do for me?
100% accuracy 24x7 productivity
Improve customer
experience
Improve time to market Boost scalability
Reduce costsOptimize resources
Accelerate digital
transformation
Speed up process
time
Increase efficiency
RPA adds value to the firm through aiding the optimization and cost effectiveness of business processes. With
businesses focusing on improving efficiency, cost reduction, compliance and deploying employees on high-
value tasks RPA becomes highly valuable
Why RPA now?
28% Companies have
implemented RPA
40% believe that RPA
tools are the most
enabling technology
today
50% plan to or are
actively pursuing RPA
pilots
Market to reach $8.7
BN globally by 2024
1 - Seizing the Robotic Process Automation (RPA) Market Opportunity. Everest Group, October 2015. 2 - Ideals of As-a-Service, Study. HfS Research 2015 3 - IT Robotic Automation Market -
Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2014 – 2020. Transparency Market Research, 2015.
As companies seek to digitize their operations, mature their business processes, and meet changing metrics,
RPA is globally gaining interest as the preferred option over traditional avenues.
P
Political
EEconomic
SSocial
TTechnological
LLegal
EEnvironmental
The gap in the median age of the developed
and developing economies is expected to be
increased by 20% within next decade.
Bulk of developed countries is likely to
experience significant talent shortage,
impacting nearly US$ 10 trillion of world GDP
The global stock index volatility
increased by 50% over the last 3 years
RPA PESTEL analysis
Resistance from IT Team for the
reasons,
RPA can be instructive
Apprehensions about data
security and integrity of systems
It will take up low level IT jobs
It will require IT architecture
changes.
Less effective in application
production and run
book environments
The service provider /
specialist technology
integrator enters into a
licensing agreement with the
RPA technology vendor and
offers RPA to clients
RPA is focused on transactional
work, the majority of FTEs
replaced by RPA typically reside
in offshore locations.
Around 3 FTS replaced by 1 RPA
license.
RPA Solutions Market Size and Forecast
$
$
$
$
$
Revenue-
132 Million
2015
RPA Market
8.7 Billion
2024
$
$
$
2016
Others
2%
Asia Pacific
10%
EMEA
10%
UK
24%
North
America
54%
Buyers Size
Others Asia Pacific EMEA UK North America
Small Buyer
9%
MidSized
Buyer
22%
Large Buyer
69%
Buyers Geographies
Small Buyer MidSized Buyer Large Buyer
$6
$13
$20
0
5
10
15
20
25
2015 2016 2017
Existing Clients
$MN
$4
$12
$22
0
5
10
15
20
25
2015 2016 2017
New Clients
$MN
42% 58%
RPA Market: Trends Driving RPA Implementations
Multiple
System Access
Prone to error
Can be broken
into Business
Rule
Low Human
Involvement
Limited Exception
Handling
High Volume /
Value
transaction
Finance and Accounting
Human Resources
Procurement
Supply Chain
Customer Experience Management
Services Outlook Organization Outlook Application Outlook Regional Outlook
Professional services Small and medium enterprise BFSI North America : U.S.
Training services Large enterprises Telecom/IT North America: Canada
Healthcare Europe: Germany
Retail Europe: U.K.
Manufacturing Asia Pacific: China
Others Asia Pacific: India
Asia Pacific: Japan
Latin America: Brazil
Middle East
RPA Qualifying Criteria
Horizontal Processes
High Applicability Low Applicability No Applicability
RPA adoption across processes and industries
Reference: NASSCOM-ERI-RPA Market Opportunity Report
RPA – Cost saving across processes and industries
Source: Cognizant Center for the Future of Work
As a result of automation 15% cost savings across front-office, middle-office and back-office functions
RPA Solution Providers
BPM Service Providers RPA Technology Vendors Specialist Technology Integrators
Implementation Methodology
Prepare
RPA
Solution
Design
Build
RPA
Solution
Test RPA
Solution
Support
RPA
Solution
Identify processes that are
candidates for automation,
setup project team, agree on
implementation timelines and
approach.
Agree on adapted
solution design for
automated processes.
Start building the automation
workflows as per agreed
adapted solution.
Run Testing cycles for in-
scope automation
processes. Identify and
correct defects.
Provide continuous
support post go-live and
assist in immediate defect
resolution.
High-level Overview
Building a Robotic Operating Team
* Recommended by UiPath
What processes should we automate?
A guide to choose the processes best fit for automation
Start
Highly
manual &
repetitive
?
Rule
based
?
Readable
electronic
input
types?
Standard
inputs?
Low
exception
rate?
High
volume
process?
Can existing
System
used as is?
Investigate potential
tactical solutions
Investigate alternate
options
Apply process improvement
initiatives
RPA
Yes Yes Yes Yes Yes
Yes
Yes
No No No
No
No
No
No
Is process Is it Does it has
RISKS
• Lack of internal sponsorship for RPA deployment.
• Lack of an active RPA deployment team dynamically
engaged with all relevant RPA stakeholders.
• Improper selection of opportunities for automation.
• Inefficient and ineffective data collection.
• Weak setup of RPA service delivery.
• Technology limitations and data restrictions.
• Compliance risks.
• Ineffective communication plans and change
management program.
MITIGATION
• Active and committed sponsorship for RPA
deployment at executive levels.
• Effective program management and escalation
mechanism.
• Robust opportunity identification and process
selection methodology.
• Efficient, exhaustive and comprehensive data
collection plans.
• Strong RPA operating team with clear roles,
responsibilities, and SLAs.
• Technology due diligence and early onboarding of IT
departments.
• Business continuity planning .
• Mature, dynamic and engaged change management
program and communication plan.
Risk and mitigation during an RPA implementation
RPA Real Business Cases
Xpanxion provided solutions -
• Automation of ~1000 hours of manual efforts by using UiPath.
• Performed Citrix automation using screen scrapping method where window and their controls are considered as one image.
• Performed Excel based automation for web and windows applications
• Created cognitive ,complex workflows for,
• Inventory system for reading work orders then verifying stocks and accordingly generate purchase orders.
• SAP system.
• Business critical application called as Halo.
Client wanted to build an efficient automation process which can record all types of workflows on Windows application,
Web Portal, Citrix server and SAP system to reduce the identified efforts of around 1200 manual hours.
Domain
Metal Production
Technologies
•UiPath
•SAP B1
•Windows/Web based
applications and service
•ERP
•WPF
•DevExpress technologies
Client from manufacturing industry was looking for,
• Automating operations between SAP system and web portal like
TradeShift.
• Automating inventory management system.
• Automation for applications running on Citrix server.
• Image based automation for applications hosted on Citrix server and SAP
system where application pages were treated as one single image.
UST - eService Virtualization Automation
Business
Context
• There is low adaptability ratio of SV environments by development and testing teams. One of
the issue found is slowness and cost associated with the SV environment creation. Both of
these factors are contributed by human resource availability and cost.
• Given a standard format for inputs, if RPA can be applied for virtualizing services and creating
stubs both the above pain points can be converted to bliss points
How we solved
it
• We have implemented this RPA solution as part of pilot project using UiPath to automate the
service virtualization project creation, entire stub creation and deployment to SV servers
Client Benefits
• The sample set we picked is for a set of files handled by a single engineer. This solution
would save 1 FTE and allows the engineer to work on tasks which requires human
judgement. The speed of execution was also so fast for the bot that it took only 15
minutes to finish a days manual work.
• Implementing this to the larger scale will save 10 FTEs.
Tech Stack • UiPath Studio, HP eService Virtualization, MS Excel
Our Client is UK's leading pharmacy-led health and beauty retailer
UST - eService Virtualization Automation
Business
Context
How we solved
it
Client Benefits
Tech Stack
Our Client is UK's leading pharmacy-led health and beauty retailer
• The Benefit specialist captures benefit contract details from Benefit Process Design
document in PDF format and decode the required information and enters these data to a
web application where it captures and process it in a centralized location. Currently this is a
tedious process which consumes three days to process a single document. There are more
than thousand such documents to process. Because of manual intensive work it is error
prone and lot of rework effort also involved.
• UST Global is in the process of Implementing RPA solution using UI Path to automate the
entire benefit contract coding process which parses semi structured data to a meaningful
information also applying specific rules.
• Solution is expected to save more than 20 FTEs with reduced processing time to less than
10% of current manual processing time.
• The robotic process is error free, efficient, cost effective with improved speed
• UiPath Studio, .NET, PDF, Acrobat Pro DC
RPA @ Xpanxion – Finance Process
Process Info: Key in salary details for each employee into Accent Payroll system
Finance team has to manually key in salary details of each employee into payroll system which they get into PDF format. This process is
carried out for,
1. Each newly joined employee
2. Each employee during salary revision cycle
Solution: Created robot which carryout sequential tasks as,
1. Read all the salary letters (PDF format) which are kept under specific
folder and transfer it into single Excel file.
2. Each Excel row presents data of one employee
3. Read the Excel and input data into payroll system
4. Send the updated report to configured users
Challenges:
1. For one employee, there are 15 entries to be done into system.
2. Time required for one employee entry was 10min.
3. During revision cycle finance team has to key in data for 600+
employees
4. Error prone process due to manual data entry
Value addition (ROI)
• Unattended execution over night
• No review required
• Data entry time for each employee is
dropped down from ~10min. To ~1min.
• Saved ~120 man hours per year
• Finance team is able to spend saved time
into other important tasks
RPA @ Xpanxion – Pune Skill Metrix Import
Process Info: Skills Metrix Surveys are administered to gather information on employee’s technical skills. Pune’s office uses three different
surveys to gather these scores. In order to import the scores to QuickBase the scores have to be reformatted and combined into a specially
formatted excel sheet. The process for doing this manually is as follows:
1. Copy and paste data for each user into formatted sheet
2. Click through options of scores in order to match format
Solution: Create robot to complete sequential tasks
1. Gathers data rows from excel sheets for individual.
2. Transform data to correct format
3. Enter collected data into Excel sheet
Challenges:
1. Each employee consists of 256 data points
2. Time required for each employee was around 20 minutes
3. There are approximately 500 employees
4. Error prone process due to manual data entry
Value addition (ROI)
• Unattended execution over night
• No review required
• Data entry time for each employee is
dropped down from ~5 min. To ~30
seconds
• Saved ~160 man hours per year
RPA Alternatives
Automation
Anywhere
Licensing model (Cost effective)
Processes Types
(Front Office, Back Office)
Development Tools
(graphical, workflow, SDK,...)
Programable (extended by self-made pieces of code)
Adapters (built-in adapters: SAP, Citrix, Database,…)
Cognitive Automation
(AI built-in capabilities)
UiPath Blue Prism Jidoka
RPA Licensing Model
• * - Indicated prices are rack rates for UiPath.
• ** - Optional. Mandatory in order to manage, schedule and access multiple bots
• *** - Not all roles may be applicable
RPA Business Analyst + RPA Developer + RPA Architect ***
RPA Tool Cost Consultancy Cost
Consultancy Service Charges
Dev Studio Kit Front Office/Back
Office Bots
Central Managing
Unit **
• Abby’s OCR Engine
• Cognitive Ruleset Cognitive Engine apart from Google,
IBM Watson and Microsoft Text Analysis
2000 USD * 6000 USD * 20000 USD *
New Logos Account Mining Acquisition UST Partnership
Recreating success with
existing experience
Displacing existing
vendors
New geographies
Leveraging UST sales
engine
Discover
Land and Expand
Direct Attack to displace
competitors
Niche
Change the Game
Identify Tail customers
Give edge in Niche area
or Vertical having existing
business and growth
potential of 15-20% YoY
Cross Sourced having
India and US presence
Complete Acquisition by
2nd year to maximize
benefit
Having SPOC to develop
partnership with UST
Global
Compliment to services
offered by UST with
Xpanxion strength
Use UST’s global
presence to advantage
to expand business in
new geographies
Use UST’s experience to
grow faster
Focused Market Areas for Xpanxion
Strengthen COEs Increase Digital
Presence
Technical events Innovation Lab
Operate COE like a project.
Invest in order to build
Expertise
Organic - Sponsor external
training to internally identified
resources and build the
expertise
Inorganic - Hire experts with
Niche technology and strong
Industry Orientation.
Xpanxion Website
Blogs
Technical Write-ups
Leverage Social Media
Meetups
Conferences
Hackathon
White paper competitions
Tech forums
Campus Connect
Setup Innovation Labs for CoE
and R&D
Leverage UST Global
infrastructure.
Implementation Plan
RPA @ Xpanxion - COE
• COE formation for RPA
• Built RPA capabilities with UiPath tool.
• Global Training and Knowledge sharing in
monthly forums
• Representation in conferences and meet-ups
• 8 Certified UiPath Professional ( 6 offshore and
2 Onshore) & 2 trained on ‘Advanced program’
by UiPath academy
Thank You
Xpanxion. All rights reserved.
Thank You
Xpanxion. All rights reserved.
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Adoption of Robotic Automation Process

  • 1. Robotic Process Automation Mukund Wangikar Director - QA
  • 2. Agenda • What is RPA? • Why industry is moving into RPA? • Market size and forecast • RPA tools & service providers • RPA implementation process • Case study • Go To Market strategy for RPA • Demo
  • 3. What is Robotic Process Automation (RPA)? https://www.youtube.com/watch?v=tnUSN2JLDOI
  • 4. What is Robotic Process Automation (RPA)? Application of automation software to carry out tasks and activities in applications and systems by interacting with them in the same way as a human. “Virtual Workers” replicate the specific actions a human would take while working with IT systems, the decisions they make, and the logical processes they follow. Bots can interact with an in-house application, website, user portal, email, Microsoft Office suite and more. RPA aims to replace repetitive and no value adding clerical tasks performed by humans, with a virtual workforce of robotic FTEs
  • 5. Product Engineering Cloud Computing Testing Services BI/Data Analytics RPA loT UI/UX Vertical Focus (Micro-verticals) Retail, Hospitality, Real Estate, Insurance, Healthcare, BFSI Opportunity to penetrate existing customers Outsourcing client are looking to move away from FTE dependency There is greater need for establishing competitive differentiation Enable Scalability Business lack full visibility into their technology supply chain Renewal contracts have grown in value RPA @ Xpanxion Demand for innovation requests from clients has risenDemand in enhanced excellency, agility and savings Improves Business Performance Metrics Mobility Basic Process Automation Enhanced Process Automation Cognitive Automation
  • 6. What RPA can do for me? 100% accuracy 24x7 productivity Improve customer experience Improve time to market Boost scalability Reduce costsOptimize resources Accelerate digital transformation Speed up process time Increase efficiency RPA adds value to the firm through aiding the optimization and cost effectiveness of business processes. With businesses focusing on improving efficiency, cost reduction, compliance and deploying employees on high- value tasks RPA becomes highly valuable
  • 7. Why RPA now? 28% Companies have implemented RPA 40% believe that RPA tools are the most enabling technology today 50% plan to or are actively pursuing RPA pilots Market to reach $8.7 BN globally by 2024 1 - Seizing the Robotic Process Automation (RPA) Market Opportunity. Everest Group, October 2015. 2 - Ideals of As-a-Service, Study. HfS Research 2015 3 - IT Robotic Automation Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2014 – 2020. Transparency Market Research, 2015. As companies seek to digitize their operations, mature their business processes, and meet changing metrics, RPA is globally gaining interest as the preferred option over traditional avenues.
  • 8. P Political EEconomic SSocial TTechnological LLegal EEnvironmental The gap in the median age of the developed and developing economies is expected to be increased by 20% within next decade. Bulk of developed countries is likely to experience significant talent shortage, impacting nearly US$ 10 trillion of world GDP The global stock index volatility increased by 50% over the last 3 years RPA PESTEL analysis Resistance from IT Team for the reasons, RPA can be instructive Apprehensions about data security and integrity of systems It will take up low level IT jobs It will require IT architecture changes. Less effective in application production and run book environments The service provider / specialist technology integrator enters into a licensing agreement with the RPA technology vendor and offers RPA to clients RPA is focused on transactional work, the majority of FTEs replaced by RPA typically reside in offshore locations. Around 3 FTS replaced by 1 RPA license.
  • 9. RPA Solutions Market Size and Forecast $ $ $ $ $ Revenue- 132 Million 2015 RPA Market 8.7 Billion 2024 $ $ $ 2016 Others 2% Asia Pacific 10% EMEA 10% UK 24% North America 54% Buyers Size Others Asia Pacific EMEA UK North America Small Buyer 9% MidSized Buyer 22% Large Buyer 69% Buyers Geographies Small Buyer MidSized Buyer Large Buyer $6 $13 $20 0 5 10 15 20 25 2015 2016 2017 Existing Clients $MN $4 $12 $22 0 5 10 15 20 25 2015 2016 2017 New Clients $MN 42% 58%
  • 10. RPA Market: Trends Driving RPA Implementations Multiple System Access Prone to error Can be broken into Business Rule Low Human Involvement Limited Exception Handling High Volume / Value transaction Finance and Accounting Human Resources Procurement Supply Chain Customer Experience Management Services Outlook Organization Outlook Application Outlook Regional Outlook Professional services Small and medium enterprise BFSI North America : U.S. Training services Large enterprises Telecom/IT North America: Canada Healthcare Europe: Germany Retail Europe: U.K. Manufacturing Asia Pacific: China Others Asia Pacific: India Asia Pacific: Japan Latin America: Brazil Middle East RPA Qualifying Criteria Horizontal Processes High Applicability Low Applicability No Applicability
  • 11. RPA adoption across processes and industries Reference: NASSCOM-ERI-RPA Market Opportunity Report
  • 12. RPA – Cost saving across processes and industries Source: Cognizant Center for the Future of Work As a result of automation 15% cost savings across front-office, middle-office and back-office functions
  • 13. RPA Solution Providers BPM Service Providers RPA Technology Vendors Specialist Technology Integrators
  • 14. Implementation Methodology Prepare RPA Solution Design Build RPA Solution Test RPA Solution Support RPA Solution Identify processes that are candidates for automation, setup project team, agree on implementation timelines and approach. Agree on adapted solution design for automated processes. Start building the automation workflows as per agreed adapted solution. Run Testing cycles for in- scope automation processes. Identify and correct defects. Provide continuous support post go-live and assist in immediate defect resolution. High-level Overview
  • 15. Building a Robotic Operating Team * Recommended by UiPath
  • 16. What processes should we automate? A guide to choose the processes best fit for automation Start Highly manual & repetitive ? Rule based ? Readable electronic input types? Standard inputs? Low exception rate? High volume process? Can existing System used as is? Investigate potential tactical solutions Investigate alternate options Apply process improvement initiatives RPA Yes Yes Yes Yes Yes Yes Yes No No No No No No No Is process Is it Does it has
  • 17. RISKS • Lack of internal sponsorship for RPA deployment. • Lack of an active RPA deployment team dynamically engaged with all relevant RPA stakeholders. • Improper selection of opportunities for automation. • Inefficient and ineffective data collection. • Weak setup of RPA service delivery. • Technology limitations and data restrictions. • Compliance risks. • Ineffective communication plans and change management program. MITIGATION • Active and committed sponsorship for RPA deployment at executive levels. • Effective program management and escalation mechanism. • Robust opportunity identification and process selection methodology. • Efficient, exhaustive and comprehensive data collection plans. • Strong RPA operating team with clear roles, responsibilities, and SLAs. • Technology due diligence and early onboarding of IT departments. • Business continuity planning . • Mature, dynamic and engaged change management program and communication plan. Risk and mitigation during an RPA implementation
  • 18. RPA Real Business Cases Xpanxion provided solutions - • Automation of ~1000 hours of manual efforts by using UiPath. • Performed Citrix automation using screen scrapping method where window and their controls are considered as one image. • Performed Excel based automation for web and windows applications • Created cognitive ,complex workflows for, • Inventory system for reading work orders then verifying stocks and accordingly generate purchase orders. • SAP system. • Business critical application called as Halo. Client wanted to build an efficient automation process which can record all types of workflows on Windows application, Web Portal, Citrix server and SAP system to reduce the identified efforts of around 1200 manual hours. Domain Metal Production Technologies •UiPath •SAP B1 •Windows/Web based applications and service •ERP •WPF •DevExpress technologies Client from manufacturing industry was looking for, • Automating operations between SAP system and web portal like TradeShift. • Automating inventory management system. • Automation for applications running on Citrix server. • Image based automation for applications hosted on Citrix server and SAP system where application pages were treated as one single image.
  • 19. UST - eService Virtualization Automation Business Context • There is low adaptability ratio of SV environments by development and testing teams. One of the issue found is slowness and cost associated with the SV environment creation. Both of these factors are contributed by human resource availability and cost. • Given a standard format for inputs, if RPA can be applied for virtualizing services and creating stubs both the above pain points can be converted to bliss points How we solved it • We have implemented this RPA solution as part of pilot project using UiPath to automate the service virtualization project creation, entire stub creation and deployment to SV servers Client Benefits • The sample set we picked is for a set of files handled by a single engineer. This solution would save 1 FTE and allows the engineer to work on tasks which requires human judgement. The speed of execution was also so fast for the bot that it took only 15 minutes to finish a days manual work. • Implementing this to the larger scale will save 10 FTEs. Tech Stack • UiPath Studio, HP eService Virtualization, MS Excel Our Client is UK's leading pharmacy-led health and beauty retailer
  • 20. UST - eService Virtualization Automation Business Context How we solved it Client Benefits Tech Stack Our Client is UK's leading pharmacy-led health and beauty retailer • The Benefit specialist captures benefit contract details from Benefit Process Design document in PDF format and decode the required information and enters these data to a web application where it captures and process it in a centralized location. Currently this is a tedious process which consumes three days to process a single document. There are more than thousand such documents to process. Because of manual intensive work it is error prone and lot of rework effort also involved. • UST Global is in the process of Implementing RPA solution using UI Path to automate the entire benefit contract coding process which parses semi structured data to a meaningful information also applying specific rules. • Solution is expected to save more than 20 FTEs with reduced processing time to less than 10% of current manual processing time. • The robotic process is error free, efficient, cost effective with improved speed • UiPath Studio, .NET, PDF, Acrobat Pro DC
  • 21. RPA @ Xpanxion – Finance Process Process Info: Key in salary details for each employee into Accent Payroll system Finance team has to manually key in salary details of each employee into payroll system which they get into PDF format. This process is carried out for, 1. Each newly joined employee 2. Each employee during salary revision cycle Solution: Created robot which carryout sequential tasks as, 1. Read all the salary letters (PDF format) which are kept under specific folder and transfer it into single Excel file. 2. Each Excel row presents data of one employee 3. Read the Excel and input data into payroll system 4. Send the updated report to configured users Challenges: 1. For one employee, there are 15 entries to be done into system. 2. Time required for one employee entry was 10min. 3. During revision cycle finance team has to key in data for 600+ employees 4. Error prone process due to manual data entry Value addition (ROI) • Unattended execution over night • No review required • Data entry time for each employee is dropped down from ~10min. To ~1min. • Saved ~120 man hours per year • Finance team is able to spend saved time into other important tasks
  • 22. RPA @ Xpanxion – Pune Skill Metrix Import Process Info: Skills Metrix Surveys are administered to gather information on employee’s technical skills. Pune’s office uses three different surveys to gather these scores. In order to import the scores to QuickBase the scores have to be reformatted and combined into a specially formatted excel sheet. The process for doing this manually is as follows: 1. Copy and paste data for each user into formatted sheet 2. Click through options of scores in order to match format Solution: Create robot to complete sequential tasks 1. Gathers data rows from excel sheets for individual. 2. Transform data to correct format 3. Enter collected data into Excel sheet Challenges: 1. Each employee consists of 256 data points 2. Time required for each employee was around 20 minutes 3. There are approximately 500 employees 4. Error prone process due to manual data entry Value addition (ROI) • Unattended execution over night • No review required • Data entry time for each employee is dropped down from ~5 min. To ~30 seconds • Saved ~160 man hours per year
  • 23. RPA Alternatives Automation Anywhere Licensing model (Cost effective) Processes Types (Front Office, Back Office) Development Tools (graphical, workflow, SDK,...) Programable (extended by self-made pieces of code) Adapters (built-in adapters: SAP, Citrix, Database,…) Cognitive Automation (AI built-in capabilities) UiPath Blue Prism Jidoka
  • 24. RPA Licensing Model • * - Indicated prices are rack rates for UiPath. • ** - Optional. Mandatory in order to manage, schedule and access multiple bots • *** - Not all roles may be applicable RPA Business Analyst + RPA Developer + RPA Architect *** RPA Tool Cost Consultancy Cost Consultancy Service Charges Dev Studio Kit Front Office/Back Office Bots Central Managing Unit ** • Abby’s OCR Engine • Cognitive Ruleset Cognitive Engine apart from Google, IBM Watson and Microsoft Text Analysis 2000 USD * 6000 USD * 20000 USD *
  • 25. New Logos Account Mining Acquisition UST Partnership Recreating success with existing experience Displacing existing vendors New geographies Leveraging UST sales engine Discover Land and Expand Direct Attack to displace competitors Niche Change the Game Identify Tail customers Give edge in Niche area or Vertical having existing business and growth potential of 15-20% YoY Cross Sourced having India and US presence Complete Acquisition by 2nd year to maximize benefit Having SPOC to develop partnership with UST Global Compliment to services offered by UST with Xpanxion strength Use UST’s global presence to advantage to expand business in new geographies Use UST’s experience to grow faster Focused Market Areas for Xpanxion
  • 26. Strengthen COEs Increase Digital Presence Technical events Innovation Lab Operate COE like a project. Invest in order to build Expertise Organic - Sponsor external training to internally identified resources and build the expertise Inorganic - Hire experts with Niche technology and strong Industry Orientation. Xpanxion Website Blogs Technical Write-ups Leverage Social Media Meetups Conferences Hackathon White paper competitions Tech forums Campus Connect Setup Innovation Labs for CoE and R&D Leverage UST Global infrastructure. Implementation Plan
  • 27. RPA @ Xpanxion - COE • COE formation for RPA • Built RPA capabilities with UiPath tool. • Global Training and Knowledge sharing in monthly forums • Representation in conferences and meet-ups • 8 Certified UiPath Professional ( 6 offshore and 2 Onshore) & 2 trained on ‘Advanced program’ by UiPath academy
  • 28. Thank You Xpanxion. All rights reserved. Thank You Xpanxion. All rights reserved.