Get started, have a plan, build momentum with a tried and tested method/framework

1. Lean Intelligent Automation Consulting
RPA
AI
Process
Automation
Artificial
Intelligence

2. Lean Intelligent Automation Consulting

3. Introduction
Webinar

4. leania.co
Intro
Hello,
my name is
Tony Walker
RPA subject matter expert in digital transformation
Experienced RPA Process Improvement Analyst
Certified RPA developer
Black Belt Lean Six Sigma
PRINCE2 Agile and ITIL IT services management
Trainer & Mentor
Define Measure Analysis Implement Control

5. leania.co
No changes in next 3 – 6 months
3 REASONS WHY 50-98%
OF RPA TEAMS FAIL
From our research and experience there is a handful of pitfalls and mistakes RPA
teams repeatedly make, and only a few challenges every team will commonly
encounter
1. NO MOMENTUM/CAN’T GET
STARTED
2. RPA/IA SKILLS GAPS
3. STRUGGLING TO SCALE

6. leania.co
What is RPA?
What RPA can and can’t do
RPA
ML & AI
Mimic human clicks and
keystrokes on GUI
(graphical user
interface)
Doesn’t need
human intuition
Is stable / low
variability Rules-based
No pending
changes
Manual &
repetitive

7. leania.co
Doesn’t need
human intuition
Is stable / low
variability Rules-based High volume
Digitized end2end
No pending
changes
Manual &
repetitive
Standardized
inputs
RPA Checklist
Quick checklist on process suitability
No changes in next 3 – 6 months

8. leania.co
Look for, think about
Technical road blocks, and tedious tasks that frustrate your te
Lookforthese – Big benefits,Q uick wins
Processes requiring large teams
Highly regulated activities
Financial, compliance, auditing
Repetitive updates to databases or form filling
High amount of data searching, data
gathering or data cleansing
Moving data from one system to the next, or
between multiple systems or databases
Low volume
Unstructured data inputs
(free text forms rather than
dropdown lists)
High variety, multiple ways of
complete a task (many exceptions)
Syncing same data into multiple systems
Checking data
Inputting, exporting, migrating data
High percentage of manual errors
Business areas with high employee turnover
Large seasonal spikes in work volume
Transactional processes handling high volumes
Processes with high queues which
delay delivery to customers
Errors that have a massive impact on the business
Avoid these – High effort,low benefit

9. leania.co
RPA Myths
Let’s nip it in the bud
We need an army of bots
Bots will take all our jobs
Ai bots can do most human tasks
RPA means the end of BPO/BPM
Bots don’t make mistakes
RPA will almost make IT dept. redundant
Automation is the destination

10. leania.co
Benefits To You
How to use RPA to your advantage
Job satisfaction
Remove frustrating, tedious
tasks, so you can focus on
Interesting value add work
Exceed your targets
Cutting out mundane tasks
to focus on your delivery.
Innovate & stand out
A strong RPA game means we
can create more RevGen
services to offer customers &
drive business growth
A better work-life balance
Identify processes and
streamline your workflow to
reduce those long hours
24/7 Virtual Assistants
Dedicated bots to assist you
during the day, or to work for
you when you’re at home
Easier analytics & insights
Makes generating reports easier,
so you get a comprehensive
overview on performance
Solve technical issues fast
Remove technical road
Blocks and mundane tasks
In 2-3 months
You own the technology
You decide what problems
To solve without waiting for
IT to make changes
Flexible workforce
at your fingertips
Create innovative methods
To manage spikes in demand

11. leania.co
Challenges and Issues
Incomplete data & processes
Sample measurements, walk the process
Unsure of RPA’s benefits
Regular catch ups, optional learning
workshops and open doors
Blurred lines
Agree on clear roles and responsibilities
Test vs Live Environments
Ensure test has all the upgrades
Process Clarity to developers
SME-developer liaison, PDD
Losing traction
Keep ideas flowing, and be on the look out
for frustrating tasks
Clear governance
Checkpoints, dependencies, actions and owners
Documentation vs Reality
Guide COE team to cover all the details

12. leania.co
CoE Structure
Change Manager
Change and comms
plan – ease adoption.
Validate all change
requests
SMEs
Helps identify
opportunities & collect
data, co-creates
solution, tests bots
PM
Forms team, sets up
delivery program.
Manages team and SHs
Business Analyst
Creates process
definitions, process
maps. Bridge between
biz SMEs and de team
Solution Architect /
Lead developer
Architecture of sols.
Responsible for overall
performance
Developer team
Designs, devs, tests
bots & artefacts
RPA sponsor
Initiates RPA &
underwrites resource
Tech lead
Controls whole workforce.
Administers and orchestrate
live bots
Infrastructure architect
IT representative. server
installs & troubleshooting
leania.co

13. The RPA problem we’re solving:
50% of Projects Fail
98% of RPA teams can’t scale
97% of businesses will adopt
RPA in 2025

14. leania.co
Approach
Communicate & Educate
Lessons Learned
Identify & Assess Solution Design Build & Test POV
A simple repeatable formula &
toolkit
Education for core team and
stakeholders
Have a clear data-backed Automation
strategy

15. leania.co
YOUR automation ROADMAP
Start now Q2 Q3 Q4 Onwards
Vision &
Immediate Success
• Identify list of Quick Wins
• Roll out 1st bot ASAP
(measure value)
• Communicate strategy
& benefits
• Start ‘Lunch & Learns
• Identify, Assess and
Prioritise all manual
processes
• Refine governance and
implementation plan
• Align with IT, solutions
and propositions
• Everyone is on the look
out for fixes
• Everyone’s empowered
to make change
• Monitor and continuously
improve automated
processes
Empower team &
Full Buy-in
Build Momentum
& Urgency
Reshape
Culture
STRATEGIESTACTICSGOALS
CRITICAL
MILESTONES

16. leania.co
RPA Centre of Excellence
Governance Tools & Tech
People Process
• Governance
• Team collaboration
• KPI dashboard
• Metrics & data
• Subject matter experts
• Training Academy
• Champions
• Vision & Strategy
• RPA tech knowledge
• Testing Environments
• Process Documentation
• Best Practices
• Templates, Checklist & Models
• Architecture guidelines

17. leania.co
0
1
2
5
4
3
Levels of RPA Maturity
Learning
Growing

18. What is Lean
Intelligent
Automation?

19. leania.co

20. leania.co
They lack a simple repeatable formula
They have education gaps across core team and stakeholder
They didn’t have a clear data-backed Automation strategy
No changes in next 3 – 6 months
3 REASONS WHY 50-98%
OF RPA TEAMS CAN’T
SCALE
From our research and experience there is a handful of pitfalls and mistakes RPA
teams repeatedly make, and only a few challenges every team will commonly
encounter
We’ve boiled this down to 3 root causes:
1. NO MOMENTUM/CAN’T GET
STARTED
2. RPA/IA SKILLS GAPS
3. STRUGGLING TO SCALE

21. leania.co
As-Is
Working with LeanIA consulting
Skills
gaps in
RPA team
Struggli
ng to
scale
No momentum
/stalled
projects
To-Be
Expert
knowledge
transfer
Repeatab
le
framewor
k
Toolkit:
for project
consistent &
data-backed
strategy
AEIO YOU

22. leania.coleania.co
How much could you save?
LinkedIn: LeanIA
Email: tony.walker@Lean
Site: Leania.co

24. 1. Attend our free discover session: “How much could
you save”
leania.co
2. Sign up to our 100-day Transformation Plan
Realistic aim: 6 – 7 figure annual
savings

25. leania.co
Enterprise Automation Plan
50
45
40
35
30
25
20
15
10
5
0
0 5 10 15 20 25
Ease
Must Dos Quick Wins
Big Quick WinsLong Term
finance
HR
Legal Operations
Customer
Service
Benefits
Enterprise Automation Roadma
20
18
16
14
12
10
8
6
4
2
0
100
90
80
70
60
50
40
30
20
10
0
Processes
Accumulative Effo
RPA suitable

26. leania.coleania.co
Next steps:1. Schedule a Discovery Call
2. Uncover your business’s
untapped value
3. Spread the word about how
together we empowered your
team

27. leania.coleania.co
LeanIA is “Tech-knowledge-