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1 | © Hexaware Technologies. All rights reserved. BBH Reporting Hub Automation Proposal May-2020.

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Presentation on theme: "1 | © Hexaware Technologies. All rights reserved. BBH Reporting Hub Automation Proposal May-2020."— Presentation transcript:

1 1 www.hexaware.com | © Hexaware Technologies. All rights reserved. BBH Reporting Hub Automation Proposal May-2020

2 2 www.hexaware.com | © Hexaware Technologies. All rights reserved. The BBH have identified Reporting process for automation: Identifying/prioritizing the Reports to automate Designing the overall solution/implementation Approach for automation Leverage different technologies for automation like RPA/Alteryx/Java/.Net/APIs Planning an implementation strategy for Automating these Reports Scope Scope & Objectives Objectives The main objective of the automating this process is to reduce the manual efforts and allow teams to focus on high value activities rather than specific routine tasks Provide automation solution to the team that will handle repetitive tasks in the process. Improve overall accuracy

3 3 www.hexaware.com | © Hexaware Technologies. All rights reserved. Assessment Summary Phase 1 – Total no. of reports Assessed are 321 Phase 2 – Total no. of reports assessed are 150 out of 201 PhaseCompletedIn-progress Yet to Start / Discontinued Grand Total Phase-2150843201 Complexity LevelNo. of Reports High79 Low39 Medium32 Grand Total150 Complexity LevelNo. of Reports High104 Low97 Medium120 Grand Total321

4 4 www.hexaware.com | © Hexaware Technologies. All rights reserved. Our Understanding of the Process

5 5 www.hexaware.com | © Hexaware Technologies. All rights reserved. BBH Applications in picture Application Name Worldview * Mailbox BIDS GTPS(other BBH Applications) Hyperion Eagle Star Momentum Request Builder(Bloomberg) Euclid PC Client( Euroclear Reporting Database ) Lean ops * Many different portals are accessed through Worldview which are used for Reporting

6 6 www.hexaware.com | © Hexaware Technologies. All rights reserved. Solution Approach – For Very Simple Reports Simple Reports Where we have to update in the excel without referring any other data from external application It will refer the configuration steps like format the column or resize, save it in specific name, etc. Automating simple Macro which are basically used for formatting only If API to update Leanops will be available, the automation will be come easy. If API is not available, then we will have to use RPA/.Net/Java service to update it from front end of the application As per assessment there are about 10% reports fall into this category

7 7 www.hexaware.com | © Hexaware Technologies. All rights reserved. High level Solution Approach – Overall

8 8 www.hexaware.com | © Hexaware Technologies. All rights reserved. Solution Approach Key Parameters to be considered for Automation Feasibility Prioritization  AHT (Avg. Handling time): For Example, Target with AHT greater than 5 Minutes  FTE Intensive & repetitiveness  No of Applications involved.  Reports Frequency – Daily/Weekly/Monthly  Error rate when done manually  Target one application at a time. All reports which has application lets say only Eaglestar or Worldview  Complexity Level (Low/Med/High)  Turnaround Times (against SLA's or benchmarks)  Security parameters from compliance perspective  Human Intelligence requirements (incl. Handoffs and Interactions / Approvals)  Impact of Legal / Regulatory Risk  Cost of Process Downtime  Any applications UI changes or application modernization/sunset plans in near future.

9 9 www.hexaware.com | © Hexaware Technologies. All rights reserved. Solution Approach – Technology options RPA (Blue Prism) Easy Surface Level Automation where APIs are not available Better Management using Control Room Ability to call API, Database/Email integration and good Programming flexibility Alteryx Data update/formatting Excel Ability to call APIs It cannot access applications to mimic human behavior No Programming capabilities Java/.Net Email Downloader Service if required can be built Exception Handling, Reporting/Monitoring portal can be built APIs If available, reduces the Automation Implementation Efforts Results into improving efficiency Dependency on Application Building Team as they need to develop it

10 10 www.hexaware.com | © Hexaware Technologies. All rights reserved. Solution Approach – Technology Options

11 11 www.hexaware.com | © Hexaware Technologies. All rights reserved. Assumptions & Dependencies  Test data for design, development, SIT, UAT and application access to be provided prior to the start of each corresponding phase  RPA development will be performed from offshore (India) via remote connectivity to BBH network.  The underlying Business Process Applications in Non-Production environments will be the mirror image of the Production environment, without which the Bot execution will fail  The underlying Business Process Applications will be accessed by the Developers, Testers & Bot directly in non production environment, without any Citrix layer in between  All assistance will be provided by BBH to successfully deploy the bots into production  UAT/Prod environment setup with proper access to Bot ID to be created by BBH  Any deviations from the assumptions that might bear an impact on the solution, will impact the commercials as well  Any delays in hardware, software and stakeholder availability and approvals will impact the timeline  Reading of semi structure, unstructured input in the form of Email, PDF is not considered  We are assuming unattended bots for all the processes if in case we find that there is a need of Assisted Automation then FTE benefits will be reduced  For Bot support services - Ops Resources will be available to take cases in case of Bot failure  Agents will put standardized notes and statuses for handing over case to a Bot.  Bots will have separate functional IDs  All system and network related exceptions will be handled manually by Ops BBH team

12 12 www.hexaware.com | © Hexaware Technologies. All rights reserved. Innovative Services Passionate Employees Delighted Customers Thank you www.hexaware.com


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