1. Creating a Digital Workforce with Robotic Process Automation
Anthony Yung, Senior Systems Engineer

2. Big relevant change in the world: the digital revolution

3. Digital revolution set to impact the office worker
Data files
Citrix
Websites, Portals
Legacy systems
(AS400, Mainframe)
Excel
The intersection of people, systems, and processes can be looked as the “red zone” to manual work. It is often referred to as swivel chair automation, where users move between applications, worksheets, web sites, portals, , and many other sources of information. The work is done manually which involves copy and pasting of data, validating information, looking up data, saving information off into local spreadsheets, and so forth. The work being done costs organizations money and lost time, and impacts the services they deliver.
For example, Davies Turner has thousands of shipments coming in and out of their facilities every day, and if a customer contacts us to ask where a particular order is and what state it’s in, we need to give them that information fast. Failing to do so could lead to dissatisfied customers, and increase the risk of losing future business to a
Davies Turner case study –
Another example is an European bank where the Information Analysis Unit (IAU) plays an important role—responsible for researching and assessing the impact of irregularities, infractions and criminal activities, as well as providing support for supplier evaluation processes. Handling an average of 250 cases per month, IAU analyzes exposure for reputational, operational and technological risks and determines which business areas are potentially affected.
IAU analysts gather information for their assessments from more than 40 heterogeneous internal and external sources, including search engines, subscription news sites, government and regulatory portals, as well as a variety of internal data repositories. The existing process was cumbersome, time-consuming and repetitive, taking analysts an average of two hours per case to manually search for, collect and organize the material needed.
Leading Global Financial Institution case study -
Enterprise Systems (SAP, Oracle)
Digital documents
Databases

4. New digital workforce - robotic process automation
Robotic process automation (RPA) is the application of technology that automates workflow processes, primarily for administrative work. RPA software can help automate large volumes of digital manual-processing work.” “
[Speaker Notes] This slide is optional if the audience understands what RPA is. Keep in mind these are simply definitions from an analyst and industry group company. It is best used for an audience that has no understanding of RPA, or is just in the stages of learning.

5. The long-tail of automation use cases
Core business processes
Highly specialized IT systems (ERP, CRM)
Vital for business
Specialized software (e.g. BPMS)
Process value
Robotic process automation
Operational processes
All manual – outsourced or employees
Lots of integration touch points
Thank You Mike for the introduction and the polling question. I think the topics we want cover are a timely discussion for many. And we saw from the polling results, organizations are different stages of the robotic automation journey.
Yes, the robots are coming for the dull jobs. In the world of physical robots certainly we are talking about physical jobs, but as we know robots can also mean software automation, where an intelligent software robot performs a wide array of repetitive tasks on a computer that are otherwise performed manually by a human. That is the focal point of our discussion for the next 45 minutes, and what we plan to present to you is information on best practices along with an interactive discussion on how to prepare for the robotic revolution by first starting with assessing an opportunity for RPA, discussing some practical approaches to help you be successful, and the pitfalls you should avoid.
So why now is this concept of a digital workforce taking shape? I would say it is 2-fold. From a business perspective the benefits are significant when you consider the many ways in which a software robot could be utilized. Robots can be and are already being used to automate simple tasks that take an employee a few hours to complete, or it could be a more complex business activity that requires several hours of work collecting and collating data, comparing information, and arriving at some outcome at the end. What is pretty obvious from what we have seen, is that there is no shortage of opportunity for applying robotic automation.
From a technical perspective, bots really overcome a common barrier when it comes to integrating systems (new and legacy) as well as connecting many data sources especially from outside places like web sites and portals, into systems and critical business processes.
Let’s start with this illustration of process value and degree of specialization and deployment of robots. This illustration represents the long-tail effect of automation use case opportunities that often do not get addressed in an enterprise organization.
[Click]
The blue bar is where enterprises have focused extensively over the years. These core systems are highly specialized and core to your business. These systems clearly deliver high process value given they help run the business.
The grey bay is where specialized software has taken hold for vital business processes like mortgage lending, claims processing, and finance and accounting.
The yellowish bar is where a large percentage of manual work is still performed. Work that falls into gaps within your existing business processes and work where there are many touch points with core business systems that ultimately a human has to perform.
So where RPA fits right where all those long-tail process activities are as well as intersecting with business process management and other specialized software.
Degree of specialization and deployment

6. Progression of the Digital Workforce
Present
IRPA
Thinking
Smartest
Understanding customers
Complete transactions
Consider complexity & maintaining
Use cases require understanding
Higher risk
Smarter
Analyzing & processing data
Integrated into other business process platforms
RPA
Smart
Aggregate data
Consolidate access to data
Update systems
So how do you sustain RPA and scale? Think of sustaining and building your RPA initiative through a 3 step guideline where RPA rollouts are broken into 3 segments– 3-6 month, 18 month, and beyond 18 months. What I want to talk about is really how do you get to that 18 month period which as you see talks about identifying further opportunities, automate complex process tasks, and looking at further advanced technologies like AI.
The best way to sum up the journey to consider the progression of a digital workforce.
[Click]
RPA starts with Smart bots and progressively moves towards smarter bots where bots begin to do more than simply aggregate data or update systems. The smarter bot analyze the information connect into larger business process, and often rely on other technologies like capture, analytics, and NLP to enhance the processing of data. You could draw a distinction between RPA and IRPA, but fundamentally the technology is the same.
That brings us to the smartest of bots where we are now progressing to where bots begin to under things like customer sentiment and complete transactions without human involvement. These are where your progression and roadmap is critical. Think back to what we discussed, picking the right processes that deliver the greatest value does not necessarily equate to starting here.
RPA connects to analytics, multi-channel capture, process automation, machine learning, business rules, enterprise search, NLP
Acting

7. The Kofax Kapow solution
Automate any business activity involving users, data & systems
Automate the acquisition and integration of information
Create a single view of multiple data sources
Automate processes by replicating actions of a user
Transform data into valuable information
The Kapow RPA solution automates any business activity involving users, data, and systems. Kapow provides a means to quickly and non-invasively automate existing back-office and front offices processes which includes:
Automating the acquisition and integration of information
Creating a single view of multiple data sources
Automating processes by replicating actions of a user
Transforming data into valuable information

8. The new digital workforce: software robots performing manual tasks
Data files
Citrix
Websites, Portals
Attended & Unattended
Legacy systems
(AS400, Mainframe)
Excel
Kapow connects to virtually any application and data source which includes , Excel, Windows and Java applications, mainframe terminal applications, databases, web sites and portals.
Enterprise Systems (SAP, Oracle)
Digital documents
Databases

9. The benefits of robotic process automation
Kapow Benefits
25-50% cost savings
One robot can do the work of several FTEs
Increases staff productivity, service levels and capacity by 35-50%
Delivers consistent 100% accurate data
Better employee satisfaction
Consistency
Reliability
Accuracy
Audit trail
Productivity
Cost savings
Elasticity
The benefits of RPA and Kapow are quite significant. In fact many independent studies by Deliotte, Forrester, Cognizant, and others show RPA has being a key technology driver to cost savings and productivity gains. While these are important to operations and profitability of a business, the implementation of RPA has significant benefits in the areas of enhancing customer service that leads to more business as well as mitigating risk in areas like banking (e.g. KYC/AML). In one example, a Kapow customer has improved their operations so significantly, they are now doing 5X more business with one of their premier customers.
Here’s a quick snapshot of the benefits Kapow can deliver.
Process consistency - Same process over and over as designed
Reliability - 24/7 robot availability
Accuracy - No human process or data errors
Audit trail - Visibility through process digitization for compliance purposes
Productivity - speed of execution and freeing of personnel for value-added activities
Cost savings – lower cost than offshore
Elasticity – ease in adjusting to changes in demand
Deloitte, Forrester, Cognizant

10. How RPA is being leveraged
Retail, Travel
Information & Services Provider
Competitive intelligence and price monitoring
Brand monitoring and fraud protection
Data aggregation
Screening and risk management services
Banking
Equity research
Compliance and risk management
Web Robots: Data Collection
Cross-Industry
Logistics
Healthcare
Banking
Insurance
Finance and accounting
Sales operations
Patient eligibility
Physician credentialing
Customer service
Mortgage lending
Compliance reporting
Client onboarding (KYC/CDD)
Claims processing
Order scheduling and tracking
Invoicing and credit collections
Researching loads
Manufacturing
Supply chain automation
Inventory Tracking and Processing
Pricing & Procurement
Process Robots - Automate Manual Business Process Activities
There several use cases for Kapow that encompass the collection or aggregation of data from hard to reach sources, automating enterprise tasks within a business process, and lastly using Kapow to migrate content.
Shared Services Groups, Business Process Outsourcing (BPO)

11. Kapow intelligent bots part of a broader solution offering
Insurance
Financial
services
Government
Healthcare
Retail
Manufacturing
Business process
outsourcing
Education
Mobile
Capture information
Multichannel capture
Extraction & verification
Automate processes
Case management
Workflow & process automation
Content management
Search
Manage content
Transact digitally
eSignature & signature verification
Customer communication management
Analytics
Robotics
Our robotic process automation technology is an integral part to the types of solutions we can deliver a business. For example, we have often see companies needing to automate very complex processes involving digital content. In some cases this content is coming in through multiple channels (fax, , mobile, scanned, etc.). The content needs to be classified and data extracted, and could even require managing the content, automating the flow of the information including handling exceptions where humans need to get involved.
Intelligent robots can help automate enterprise tasks along the way, like verifying content by connecting to external services on the web, or aggregating data from various internal and external sources and then connecting the information to a particular case file. These are just a few examples.
The Kofax platform provides is what makes us stand out from many of the other RPA vendors.
Document composition

12. Banking Use Case: Customer Due Diligence
© Kofax. All rights reserved.

13. Story: Customer Due Diligence process
Let’s apply what we just discussed about assessing a robotic automation opportunity.
In this scenario we are discussing the Customer Due Diligence (CDD) process where information comprises the facts about a customer that should enable an organization to assess the extent to which the customer exposes it to a range of risks. These risks include money laundering and terrorist financing. In the case of organizations like a bank there is a need to ‘know their customers’ for a number of reasons including to comply with the requirements of relevant legislation and regulation, to be reasonably certain that the customers are who they say they are, and to guard against fraud, including impersonation and identity fraud. These are just a few of the driving business forces behind CDD.
What often happens in this scenario is a bank employee will typically be back-office personnel and could even be compliance officers that are highly paid and sought after who are the individuals responsible for querying different internal systems and external data sources like Politically Exposed Persons site, Global Sanctions List, Google Bad Press Search, Interpol Most Wanted Lookup, and other reference data that can pull in company information and profiles, sanctions, screening for PEPs, Watch lists, and more.
So the business drivers behind use robots in this scenario is to completely remove the manual work of collecting and collating large amounts of data into a case file on an individual or business entity.

14. New Customer – Review Results
The results of all selected tasks are summarised for quick viewing. Any verification that has failed (i.e. returned a result) will have a score of 100 (this can be tailored within the verification process if needed. To view the offending result, select the row and press “View Results”
© Kofax. All rights reserved.

15. How it works behind the scenes
Once the selection is made, Kofax TotalAgility will initiate the bespoke process that has been associated with each selected verification. This occurs within the core case process and is done without any involvement from the user.
Once all verification processes have been initiated, the case will wait for a response from each one before continuing.
© Kofax. All rights reserved.

16. Kapow Design Studio – no coding approach
10/25/2017
Kapow Design Studio – no coding approach
Workflow Design
Integrated Browser
Real-time Development & Testing
The Kapow Design Studio is a visual, fully integrated development environment (IDE) for codeless building of software robots that integrate and interact in an intelligent manner with virtually any application and data source.
Its unique point-and-click design environment enables you to build automated integration flows in a fraction of the time it would take using classic integration tools. The Kapow Design Studio is technology agnostic, enabling designers to build software robots that automate the human interactions with any application. Robots supports common platforms (mainframe, Windows, Java and web) presented in a variety of interfaces including thin client, thick client, web browser, Citrix, and terminal screens.
Full XML / HTML Control

17. Deploy, manage, and schedule bots
10/25/2017
Deploy, manage, and schedule bots
Once built, robots are uploaded to the Kapow Management Console. From here, you can schedule them for batch or on-demand execution, publish them as a REST service to create a Synthetic API, or publish as consumable business applications called Kapow Kapplets that business users can access.
The Management Console governs the functions of the Kapow platform. Role-based administration allows secure, granular control over integration projects, access rights & viewing of integration flow results. Administrators can define user access to Kapplets using LDAP leveraging Active Directory or other directories or use the platform's built-in user management capabilities.
The Management Console also deploys robots (automation and integration flows) as REST/SOAP web services, flows for integration with data endpoints such as as Excel, , SQL, or NoSQL databases. The Kapow Management Console also exposes APIs needed to allow data integration flows to be consumed directly by Java, .NET or BI tools.

18. Monitor and analyze the performance of bots
10/25/2017
Monitor and analyze the performance of bots
Kofax Analytics for Kapow delivers out-of-the-box dashboards focused on data integration operations and system performance. It delivers interactive views of system performance and integration flow metrics to better enable administrators to monitor and analyze system performance, integration flows (robot runs), and detect problems with data sources and performance issues.

19. Now its time for the demo
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