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RPA – Myths & Reality
Wise Men Confidential
Agenda
• Introduction Speaker / Presenter
• RPA – What’s it all about?
• Why & when RPA needed?
• Myths & Hype about RPA
• RPA Technology Segmentation
• RPA & UiPath
• Architecture
• Wise Men POC Use Cases
 Temporary File Deletion on server
 Marketing campaign automation
• Q & A
2
Wise Men Confidential
Speaker Profile
3
Subroto B Choudhary, Director, Client Engagement
Subroto is a result driven technocrat with focus on providing numerous solutions in the ERP
ecosystem, with over 25+ years of industry experience. Process improvements, working with
different technologies is what drives him. Subroto works with his clients in providing technology
solutions with focus on cost-savings and also use technology tools to help resolve a myriad of
problems for this customers to improve their system and business processes.
Wise Men Confidential
Wise Men
Established in 1997, Wise Men is an IT Solutions provider with offices in USA, India & UAE. We are a CMMI
Level-3 Certified, Women and Minority owned company with employees and consultants deployed globally.
Wise Men has helped provide skilled IT resources to our Clients and provide best in-class service to our
customers. We serve several Global 1000 companies who enjoy our high-quality services at competitive prices.
Technologies we are good at are: EAI (Fusion & Tibco), SAP, Web (.NET & Java), Infrastructure: (Linux, Unix,
Oracle DBA, Basis), Analytics (SAS, Big Data & Hadoop) and a few others. We provide best in-class services to
our customers. New areas we are helping our customers are: Cloud, Analytics, and IoT.
About Us
Wise Men Edge – True Value Partners
4
Wise Men Confidential
CMMI-Level
3 ISACA SEI
Verticals we deploy solutions in
Wise Men Overview
ISMS-ISO
27001 ABS-
QE Certified
Philosophy:
Innovate
Integrate
Excel
Web
 .NET, SharePoint Portal, SharePoint
 Java, AngularJS, PHP, Python, JavaScript
 Azure, AWS and Google Cloud
IT Consulting Services & MicroSourcingTM
SAP
 Implementation, Upgrades & Migration
 24X7 SAP Helpdesk
 BASIS & ABAP
 HANA CoE
 SAP S/4 HANA
 SAP GRC, Fiori and Solution Manager
 SAP Application Support Services
Enterprise
Applications
 Oracle Fusion Middleware and SOA Suite, TIBCO (ActiveMatrix MDM, Spotfire), GIS Gentran
 Middleware Upgrade, Migration and Support Services (Oracle & TIBCO)
 Application Support Services
Infrastructure
 OS Administration (AIX, Solaris, Linux, Windows,
SAP Basis)
 Infrastructure Assessments, System Monitoring
 Patch deployment, User & Asset Management
 Back Up and Restore, Database Services (Oracle,
SAP HANA, MySQL, SQL Server)
 Managed Services, IT Service Desk
 Identity and Access Management
 Disaster Recovery - Assessment,
Strategy, Implementation and
Testing
Robotic
Process
Automation
 Advisory and Strategy
 RPA Platform Selection
 Robot Implementation and Development
 Professional Services
w
I
S
E
R
Energy &
Utilities
Oil & Gas
Pharmaceuticals Manufacturing
5
Wise Men Confidential
RPA – What’s it all about?
Broken IT SystemsPaper Based
Transactions
Complex
Legacy Systems
Exceptions Transaction
and Judgmental Decision
Unstructured
Information
Resulting in Repetitive Manual Processes
Data Entry Hopping across multiple
screens to read or update
relevant customer details
Verification, validation and
comparison of data across
multiple sources
Decision making
Rule or Judgment
Letter Generation
and Email
communications
6
Wise Men Confidential
Myths & Hype about RPA
• RPA means robots will automate processes
• RPA is useful only in industries that rely heavily on software
• RPA will replace humans in most frontline jobs
• Only large enterprises can afford to deploy RPA
• RPA adoption should be owned and driven by the organization’s IT department
• RPA is an AI virtual assistant specialized to do a narrow set of tasks
• To use the RPA software, one needs to have basic programming skills
• RPA software is fully automated and does not require human supervision
7
Wise Men Confidential
Why & When RPA Needed?
Rate and work
proportion non
relation
NC’s (Non
Compliances)
overlooking and
cost comparison
deficit
Lack of LHA (Loop
Hole Analysis)
Realistic but not
ISO compliances
Software/process
Audit
8
Wise Men Confidential
Benefits of RPA?
• Automation save 60+% on item processing time
• Automation run 24 x 7 x 365
• Process digitization benefit
• Scalable, Auditable & Accurate
0
20
40
60
80
100
120
140
160
180
200
Temp 1 Temp 2 Temp 3 Temp 4 Temp 5
RPA Comparison
9
Assumptions:
• For a 10 servers server farm; 3 hours per day spent on server
tuning
• Saved around 3 x 365 = 1095 hours
• Saved 136 Man-days
• Saved about 0.5 FTE
Wise Men Confidential
IT automation
Artificial Intelligence (AI)
UI-based / robotic
Business Process
Management (BPM)
Plug-in architecture tools
RPA Technology Segmentation
Macro or scripted
automation
1
2
3
5
4
6
Encompasses knowledge
based / cognitive and
autonomic tools
Technologymaturity
Maturity Scope of effectiveness Limitations
Macro of scripted automation Very high Specific tasks
Typically used for tactical deployments. Can be difficult to
maintain over long periods of time
IT automation High
Number of areas including software application
life cycle and service provisioning
Less effective in application production and run book
environments
BPM Very high
Large scale deployments involving enterprise-
level transformation
Can be tactical or strategic with the ability to deal with scale.
Can become too complex or costly
Plug-in architecture tools High
Situations requiring deployment centrally and at
scale to many desktops
Not suitable for situations where non-invasive integration of
automation tools are needed
UI-based / robotic Medium & evolving
Repetitive transactional administrative and
rules-based tasks
Often deployed tactically or in combination with BPM tools
Artificial intelligence Low & evolving
Number of areas, particularly document or
content-heavy processes or IT Service
Management (ITSM)
Robustness and resilience to change needs to be demonstrated
in large scale operations; AI technologies have to learn from
experience to find ways of handling unexpected scenarios
Sophistication of solution
10
Wise Men Confidential
Typical RPA Architecture
* BOT commands – Object Recorder, Database command, excel command, app integration command, OCR command etc.
** BOT Farm – View of all bots with user, IP address, application path and schedule credentials
*** RPA (Robotic Process Automation) Database for audit trail and reporting
Data
Sources
Web App Desktop AppMainframe Database MS Outlook MS Excel
PDFs, Scanned
Images
Create BOT Edit BOT
BOT Creator (BOT Development Client System)
VM / Desktop (Windows OS)
APIs (HTTPS / HTTP)
BOT 1 BOT 2 BOT 3 BOT n
Dashboard
Work Load
Manager
Reports
Operations
Room
User Mgmt. Audit Trail
BOT
Scheduler
*BOT Farm
*** RPA DB
Company
Database
Control Room
APIs
VM / Desktop (Windows OS)
*BOT commands
BOT Runners (Runtime System)
11
Wise Men Confidential
UiPath Architecture
12
Wise Men Confidential
Type of BOTS
Front-office Automation Back-office Automation
Description
• Also called as “Attended” / “Assisted” / “Desktop” automation
• Involves mashups or reskinning applications for real-time
• Also called as “Virtual Workforce”
• Use techniques like workflow prioritization and
scheduling to process large volumes of work securely
Execution of work
• Partial automation, involving human to intervene
• Runs on each associate's desktop
• Straight-thru processing with no human intervention
• Runs on servers and not on associate’s desktop
Decision Making • Non-judgmental, rule-based, assisted by human where needed • Judgmental, rule-based, minimal to human intervention
Benefits
• Increases efficiency of existing workers
• Helps to consolidate information and provide consistent
customer experience
• Large-scale unattended processing without human
intervention
• Secure, reliable and scalable, and can’t be interrupted
by human staff
13
Wise Men Confidential
Type of BOTS > Front office Automation (an example)
School Setup
Academic Year
Setup
Inquiry Category
Letter Inward /
Outward Entry
Address
Category
Inquiry Details
Appointment
Entry
Visitors Entry
Address Book
Entry
14
Wise Men Confidential
Types of BOTS > BackOffice Automation
15
Wise Men Confidential
RPA POC 1 – IT Process: Temporary File Deletion
• Temporary File Deletion Automation
• Every Server require to delete Temporary file on specific frequency of
certain scenario.
Start
Get Drive
details
Check total
Drive size
Check
available
free space
on Drive
Delete files
on
mentioned
Drive
Display
message –
“Drive has
enough
space”
End
If drive size
exceeds 90%
Yes No
16
Wise Men Confidential
RPA POC 1 – IT Process: Temporary File Deletion (contd.)
17
Wise Men Confidential
RPA POC 1 – IT Process: Temporary File Deletion (contd.)
18
Wise Men Confidential
RPA POC 1 – IT Process: Temporary File Deletion (contd.)
19
Wise Men Confidential
RPA POC 1 – IT Process: Temporary File Deletion (contd.)
20
Wise Men Confidential
RPA POC 2 – Marketing Process: Email Campaign Automation
• Marketing email Campaign Automation
BOT1 – Sending
Introduction Mail
to required ID’s
provided by user
1.Data Sheet
2.Introduction Mail
format
3.Read Response Mail
format
4.Unread Response
Mail format
5.Time to check for
Read receipt mail
Uploading these files
and user will click the
Submit Button. Once
User Click the submit
button we will receive a
mail like user uploaded
files.
Upon the requirement
given we will schedule
the Our First Bot to run.
BOT 1 will pick the excel
and word document of
introduction mail
through mail merge
process it will send an
email to the ID’s
present in the sheet.
BOT2- This Bot will
read the Deliver
Reports and Read
receipts and it will
send respond with
a mail according
to it.
Get the Top 20 Mails
present the inbox
given outlook mail
Communicating with
the user that the
Email ID is wrong
Check the Mailbox for
last 36hrs and send a
unread receipt mail
format
If we received the Read
receipt send a read
receipt response mail
format after 24hrs
Checking the
delivery receipt
Checking the
read receipt
21
Wise Men Confidential
RPA POC 2 – Marketing Process: Email Campaign Automation (contd.)
22
Wise Men Confidential
Questions & Answers
23
Wise Men Confidential
Thank you
info@wisemen.comwww.wisemen.com +1 281-953-4500
24

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RPA Webinar Wise Men Solutions

  • 1. RPA – Myths & Reality
  • 2. Wise Men Confidential Agenda • Introduction Speaker / Presenter • RPA – What’s it all about? • Why & when RPA needed? • Myths & Hype about RPA • RPA Technology Segmentation • RPA & UiPath • Architecture • Wise Men POC Use Cases  Temporary File Deletion on server  Marketing campaign automation • Q & A 2
  • 3. Wise Men Confidential Speaker Profile 3 Subroto B Choudhary, Director, Client Engagement Subroto is a result driven technocrat with focus on providing numerous solutions in the ERP ecosystem, with over 25+ years of industry experience. Process improvements, working with different technologies is what drives him. Subroto works with his clients in providing technology solutions with focus on cost-savings and also use technology tools to help resolve a myriad of problems for this customers to improve their system and business processes.
  • 4. Wise Men Confidential Wise Men Established in 1997, Wise Men is an IT Solutions provider with offices in USA, India & UAE. We are a CMMI Level-3 Certified, Women and Minority owned company with employees and consultants deployed globally. Wise Men has helped provide skilled IT resources to our Clients and provide best in-class service to our customers. We serve several Global 1000 companies who enjoy our high-quality services at competitive prices. Technologies we are good at are: EAI (Fusion & Tibco), SAP, Web (.NET & Java), Infrastructure: (Linux, Unix, Oracle DBA, Basis), Analytics (SAS, Big Data & Hadoop) and a few others. We provide best in-class services to our customers. New areas we are helping our customers are: Cloud, Analytics, and IoT. About Us Wise Men Edge – True Value Partners 4
  • 5. Wise Men Confidential CMMI-Level 3 ISACA SEI Verticals we deploy solutions in Wise Men Overview ISMS-ISO 27001 ABS- QE Certified Philosophy: Innovate Integrate Excel Web  .NET, SharePoint Portal, SharePoint  Java, AngularJS, PHP, Python, JavaScript  Azure, AWS and Google Cloud IT Consulting Services & MicroSourcingTM SAP  Implementation, Upgrades & Migration  24X7 SAP Helpdesk  BASIS & ABAP  HANA CoE  SAP S/4 HANA  SAP GRC, Fiori and Solution Manager  SAP Application Support Services Enterprise Applications  Oracle Fusion Middleware and SOA Suite, TIBCO (ActiveMatrix MDM, Spotfire), GIS Gentran  Middleware Upgrade, Migration and Support Services (Oracle & TIBCO)  Application Support Services Infrastructure  OS Administration (AIX, Solaris, Linux, Windows, SAP Basis)  Infrastructure Assessments, System Monitoring  Patch deployment, User & Asset Management  Back Up and Restore, Database Services (Oracle, SAP HANA, MySQL, SQL Server)  Managed Services, IT Service Desk  Identity and Access Management  Disaster Recovery - Assessment, Strategy, Implementation and Testing Robotic Process Automation  Advisory and Strategy  RPA Platform Selection  Robot Implementation and Development  Professional Services w I S E R Energy & Utilities Oil & Gas Pharmaceuticals Manufacturing 5
  • 6. Wise Men Confidential RPA – What’s it all about? Broken IT SystemsPaper Based Transactions Complex Legacy Systems Exceptions Transaction and Judgmental Decision Unstructured Information Resulting in Repetitive Manual Processes Data Entry Hopping across multiple screens to read or update relevant customer details Verification, validation and comparison of data across multiple sources Decision making Rule or Judgment Letter Generation and Email communications 6
  • 7. Wise Men Confidential Myths & Hype about RPA • RPA means robots will automate processes • RPA is useful only in industries that rely heavily on software • RPA will replace humans in most frontline jobs • Only large enterprises can afford to deploy RPA • RPA adoption should be owned and driven by the organization’s IT department • RPA is an AI virtual assistant specialized to do a narrow set of tasks • To use the RPA software, one needs to have basic programming skills • RPA software is fully automated and does not require human supervision 7
  • 8. Wise Men Confidential Why & When RPA Needed? Rate and work proportion non relation NC’s (Non Compliances) overlooking and cost comparison deficit Lack of LHA (Loop Hole Analysis) Realistic but not ISO compliances Software/process Audit 8
  • 9. Wise Men Confidential Benefits of RPA? • Automation save 60+% on item processing time • Automation run 24 x 7 x 365 • Process digitization benefit • Scalable, Auditable & Accurate 0 20 40 60 80 100 120 140 160 180 200 Temp 1 Temp 2 Temp 3 Temp 4 Temp 5 RPA Comparison 9 Assumptions: • For a 10 servers server farm; 3 hours per day spent on server tuning • Saved around 3 x 365 = 1095 hours • Saved 136 Man-days • Saved about 0.5 FTE
  • 10. Wise Men Confidential IT automation Artificial Intelligence (AI) UI-based / robotic Business Process Management (BPM) Plug-in architecture tools RPA Technology Segmentation Macro or scripted automation 1 2 3 5 4 6 Encompasses knowledge based / cognitive and autonomic tools Technologymaturity Maturity Scope of effectiveness Limitations Macro of scripted automation Very high Specific tasks Typically used for tactical deployments. Can be difficult to maintain over long periods of time IT automation High Number of areas including software application life cycle and service provisioning Less effective in application production and run book environments BPM Very high Large scale deployments involving enterprise- level transformation Can be tactical or strategic with the ability to deal with scale. Can become too complex or costly Plug-in architecture tools High Situations requiring deployment centrally and at scale to many desktops Not suitable for situations where non-invasive integration of automation tools are needed UI-based / robotic Medium & evolving Repetitive transactional administrative and rules-based tasks Often deployed tactically or in combination with BPM tools Artificial intelligence Low & evolving Number of areas, particularly document or content-heavy processes or IT Service Management (ITSM) Robustness and resilience to change needs to be demonstrated in large scale operations; AI technologies have to learn from experience to find ways of handling unexpected scenarios Sophistication of solution 10
  • 11. Wise Men Confidential Typical RPA Architecture * BOT commands – Object Recorder, Database command, excel command, app integration command, OCR command etc. ** BOT Farm – View of all bots with user, IP address, application path and schedule credentials *** RPA (Robotic Process Automation) Database for audit trail and reporting Data Sources Web App Desktop AppMainframe Database MS Outlook MS Excel PDFs, Scanned Images Create BOT Edit BOT BOT Creator (BOT Development Client System) VM / Desktop (Windows OS) APIs (HTTPS / HTTP) BOT 1 BOT 2 BOT 3 BOT n Dashboard Work Load Manager Reports Operations Room User Mgmt. Audit Trail BOT Scheduler *BOT Farm *** RPA DB Company Database Control Room APIs VM / Desktop (Windows OS) *BOT commands BOT Runners (Runtime System) 11
  • 12. Wise Men Confidential UiPath Architecture 12
  • 13. Wise Men Confidential Type of BOTS Front-office Automation Back-office Automation Description • Also called as “Attended” / “Assisted” / “Desktop” automation • Involves mashups or reskinning applications for real-time • Also called as “Virtual Workforce” • Use techniques like workflow prioritization and scheduling to process large volumes of work securely Execution of work • Partial automation, involving human to intervene • Runs on each associate's desktop • Straight-thru processing with no human intervention • Runs on servers and not on associate’s desktop Decision Making • Non-judgmental, rule-based, assisted by human where needed • Judgmental, rule-based, minimal to human intervention Benefits • Increases efficiency of existing workers • Helps to consolidate information and provide consistent customer experience • Large-scale unattended processing without human intervention • Secure, reliable and scalable, and can’t be interrupted by human staff 13
  • 14. Wise Men Confidential Type of BOTS > Front office Automation (an example) School Setup Academic Year Setup Inquiry Category Letter Inward / Outward Entry Address Category Inquiry Details Appointment Entry Visitors Entry Address Book Entry 14
  • 15. Wise Men Confidential Types of BOTS > BackOffice Automation 15
  • 16. Wise Men Confidential RPA POC 1 – IT Process: Temporary File Deletion • Temporary File Deletion Automation • Every Server require to delete Temporary file on specific frequency of certain scenario. Start Get Drive details Check total Drive size Check available free space on Drive Delete files on mentioned Drive Display message – “Drive has enough space” End If drive size exceeds 90% Yes No 16
  • 17. Wise Men Confidential RPA POC 1 – IT Process: Temporary File Deletion (contd.) 17
  • 18. Wise Men Confidential RPA POC 1 – IT Process: Temporary File Deletion (contd.) 18
  • 19. Wise Men Confidential RPA POC 1 – IT Process: Temporary File Deletion (contd.) 19
  • 20. Wise Men Confidential RPA POC 1 – IT Process: Temporary File Deletion (contd.) 20
  • 21. Wise Men Confidential RPA POC 2 – Marketing Process: Email Campaign Automation • Marketing email Campaign Automation BOT1 – Sending Introduction Mail to required ID’s provided by user 1.Data Sheet 2.Introduction Mail format 3.Read Response Mail format 4.Unread Response Mail format 5.Time to check for Read receipt mail Uploading these files and user will click the Submit Button. Once User Click the submit button we will receive a mail like user uploaded files. Upon the requirement given we will schedule the Our First Bot to run. BOT 1 will pick the excel and word document of introduction mail through mail merge process it will send an email to the ID’s present in the sheet. BOT2- This Bot will read the Deliver Reports and Read receipts and it will send respond with a mail according to it. Get the Top 20 Mails present the inbox given outlook mail Communicating with the user that the Email ID is wrong Check the Mailbox for last 36hrs and send a unread receipt mail format If we received the Read receipt send a read receipt response mail format after 24hrs Checking the delivery receipt Checking the read receipt 21
  • 22. Wise Men Confidential RPA POC 2 – Marketing Process: Email Campaign Automation (contd.) 22
  • 24. Wise Men Confidential Thank you info@wisemen.comwww.wisemen.com +1 281-953-4500 24