Learn how Robotic Process Automation can expedite your
Learn how Robotic Process Automation can expedite your Digital Transformation Ashvini Sharma Group Program Manager Power Automate
Agenda Why? What is it? Where can it help? Best practices Resources
Why?
Modern Digital Organizations Present Future
State of technology in modern organizations Present Future
Motivation Move faster More value Higher satisfaction
Promise of Automation Present Future
Automation needs Heterogeneous interfaces Unstructured inputs, cloud services (APIs), and legacy UI based systems Documents, forms, invoices, images, etc… Cloud services and internal API services Legacy windows, web, terminal apps
End-to-end automation platform Heterogeneous interfaces Unstructured inputs, cloud services (APIs), and legacy UI based systems Documents, forms, invoices, images, etc… Forms Understanding + OCR + Digital Paper AI Builder Cloud services and internal API services Legacy windows, web, terminal apps 315+ Connectors + Custom Connectors RPA (UI automation) Power Automate Saa. S process designer and orchestrator Intelligent Automation
Our vision People should be able to provide unique human value by focusing on activities that require creativity, emotional intelligence and strategic thinking
Where can automation help?
Concrete example: Invoice Processing Email with invoice is received by service, acts as a trigger Once approved, data automatically entered in a legacy app without APIs AI Builder Forms Recognizer extracts invoice information from email (invoice #, from, date, amount) Request sent to stakeholder in Teams for approval http: //aka. ms/RPAInvoice. Demo
What this demo shows API AI Email with invoice is received by service, acts as a trigger AI Builder Forms Recognizer extracts invoice information from email (invoice #, from, date, amount) UI Approval with Teams Once approved, data automatically entered in a legacy app without APIs Request sent to stakeholder in Teams for approval http: //aka. ms/RPAInvoice. Demo
Scenarios What we offer Loans to small and medium-sized enterprises Distressed Credit Online banking
Use Case 1: Employee benefit approval process After Power Automate Before Power Automate We were able to automate the whole process and reduce time per request to just 20 minutes! It was a long manual process that required heavy communications, which was very inefficient… 1 2 3 Provide all the information on Share. Point Collect requests through Microsoft Forms Calculate the rate and send HR for approval 1. Employee ask for mortgage by mail or chat 2. Underwriting office reply asking for all sort of details 3. Employee send documentation and request detail Business scenario: at illimity, we provide special loan rate to our employees as one of the benefits. Employees have to go through an approval process in order to get the special loan rate. 4 Send approval email with PDF document once HR approves 4. If eligible, a mail is sent to HR for internal approval Impact and benefits 5. If approved, request is uploaded on our core banking platform • • • € 5 millions of credit lent to employees in 5 months with 60 requests Approval process reduced to 20 min, plus 10 hrs/month saving for underwriting office Streamlined process has allowed a great experience for end users
• MS&AD Group • Worlds 5 th largest insurance company • Largest insurance company in Japan • Revenue $1, 700 M+ (FY 18) • 41, 467 employees, 1, 016 sales locations in Japan • Aioi Nissay Dowa Insurance • Group company of MS&AD Group • 13, 657 employees • Mainly Car Insurance
Current RPA engagement Request certification test Create and submit model-driven app Receive test result and certified Create mail and send to user with test contents Check app for evaluation manually Send test result to user Power user Training team Fully automated via UI flows Record test result to CDS
Impact to the business – Cost of training $1. 4 M cost reduction by automating training process. <Current Training> <Automated with Power Platform> No. of Graduates / course 60 people / training course Total no. of course 25 times Course ran per year 2 times / year Time Taken 12. 5 years Total no. of course ÷ no. of course ran / year Trainer Cost 150, 000 USD Current cost required / year 1, 875, 000 USD 150, 000 USD × 12. 5 years Total Cost Based on figures from Year 2019 Implementation cost 145, 000 USD 11. 5 Man-months × unit cost at 12, 500 USD / month 1500 people ÷ number of graduates / course Operating costs 250, 000 USD 4. 1 Man-months required / year to operate x unit cost at 12, 500 USD / month - Licensing costs - Period for 3. 5 years Total Cost 400, 000 USD Once in H 1, once in H 2
“At illimity, we are planning to leverage Power Automate RPA capabilities for document processing, which is a key function in the banking industry. We are manually processing hundreds of documents weekly between parties and see this as a great opportunity to use RPA in helping us save time and resources. ” -Francesco Zitelli, Collaboration Solutions Team Leader, illimity “We believe that the new RPA capabilities with Power Automate will empower all of our employees to automate their work and to focus more on highly valued tasks. We are betting on Power Automate as it does not require deep training and support to automate like our business-like other RPAs do—everyone is empowered to automate intuitively themselves. We have legacy systems that do not provide APIs, as well as web based on-premises services. Yet, we also have Saa. S services like Dynamics 365, Power Apps, and Office 365. UI flows will act as the automation bridge that holistically covers our business process through the combination of UI flows and the rich selection of connectors that Power Automate provides. ” – Takashi Yano, General Manager, Aioi Nissay Dowa Insurance Watch “Real World Stories: Unleash the power and drive business process automation with Power Automate”
“Attended” automation examples 1 Customer agent in call center On new call, gather customer data from multiple systems for the agent to get a 360 view 2 Analyst in a bank Create and runs macros from Excel to merge external finance/ audit/market/regulatory data Bot Human
“Unattended” automation examples 1 Personal Productivity Produce Power. Point from set of Excel spreadsheets and email it 2 Organizational reporting Container ship location retrieval from partner transport companies 3 Centralized app integration Faster purchase order processing and account payables with SAP System trigger Bot Human
RPA & Holistic automation platform
Traditional RPA vs. hyper automation Hyper automation Traditional RPA UI automation “Hyperautomation deals with the application of advanced technologies, including artificial intelligence (AI) and machine learning (ML), to increasingly automate processes and augment humans” —Gartner UI API Human process AI UI flows Connectors Business Process Flows AI Builder Microsoft Power Automate Watch “Why Microsoft’s RPA”
Power BI Power Apps Power Virtual Agents Business analytics Application development Intelligent virtual agents Power Automate Process automation Data connectors Portals AI Builder Common Data Service Watch “Why Microsoft’s RPA”
Summary: RPA and digital transformation Before RPA After RPA Human BI Heterogenous tools Applied AI and Centralized data in CDS Apps Paper Human Adds more humans in the middle for error prone and rote tasks RPA bot Virtual agents Heterogenous Automation hosts the company’s process intelligently, tools at scale
Best practices
Fall into the pit of success 1 Smartly select what to automate 2 Choose API or UI automation or creatively use other approaches 3 Build reliable automation 4 Scale runtime 5 Repeat Watch “Dive into how to make RPA work for you”
For more information 1 “Why Microsoft’s RPA “ 2 “Dive into how to make RPA work for you” 3 “Real world stories” session 4 More about hyperautomation in the Power Automate blog 5 “RPA in a Day” training coming in 1 -2 weeks, watch the blog.
Learn more
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Q&A
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