Group Name / DOC ID / Month XX, 2022 / © 2022 IBM Corporation

Been There, Done That!!

Your daily activities in office…

IBM Automation / © 2020 IBM Corporation

 Mandate and Repetitive Task

Time consuming

Human errors

Less productivity

IBM Automation / © 2020 IBM Corporation

If these actions can be done by software - RPA

IBM Automation / © 2020 IBM Corporation

 Benefits by RPA

Speed

Accuracy

24/7 - Productivity

IBM Automation / © 2020 IBM Corporation

 Account reconciliation process
Multiple full-time employee

1. Documents and statements 2. Save the documents in respective 3. Perform reconciliation process 4. Post correcting entries
extraction from multiple systems folders 5. Update close checklist

RPA bot start completed the whole process

IBM Automation / © 2020 IBM Corporation 7
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 Use Case: HR Onboarding

Challenge Solution ROI

A bot pulls a record new
employee list from email
attachment and save into a folder

New employee data in excel 55 % faster than

Bot opens the excel, login to HR
system for data entry competing solution
Access different
systems Once data been entered in HR
system. Bot will create log file for
audit. Zero error
Time consuming
New employee details has been
updated in system

Prone to human
Optimized
errors operational cost
8 IBM Automation / © 2020 IBM Corporation
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RPA & Process Mining Improve Employee Experience,
Boost Client Satisfaction & Increase Cost Savings

70% 100%ROI 2000hrs 500k€

Reduction in time spent Achieved in 3 months Saved annually by 8 Savings in annual approval
processing loans regional managers costs

1.4M€ 80% +15% 10days

Savings in operation and Increase in process execution Compounded annual growth Reduction in time spent
service costs efficiency rate achieved by automating closing bank accounts
repetitive tasks

>700 10%-20% >800hrs 50%

Payments processed and Cost savings using automation Saved by each of the 200 Reduction in time spent on
notified per day analysts employed back-office operations

IBM Automation / © IBM Corporation 2022 / All rights reserved.

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RPA use cases
by industry

Banking and Energy IT Travel and

insurance and utilities – Data entry transportation
– Onboarding – Data collection – Capture – Invoices
and reporting
– Insurance claims – Mass email management – Payroll
tasks – Contracts
– Reporting – Vehicle checks
– Loan origination – Regulations and and reporting
– Data synchronization
compliance

Healthcare Media and Government Cross industry

– Doctor reporting communications – Benefits processing – HR processes
– Medical bills – Order management – Eligibility – Reporting
– Medical claims tasks – Provisioning – Self service updates – Data migrations

IBM Automation / © 2020 IBM Corporation 12

Use Case: Finance - Reconciliation

Challenge Solution ROI

Bots been
scheduled to run

Accounts Reconciliation Bot login to access 300% optimized

systems
operational cost
Access different Bot connected to
systems different systems to
extract data
Require many FTE
Bot performing 2 ways
matching Zero error
Time consuming
Bot attached the results
and email to respective
FTE
Prone to human
errors
150% Productivity
IBM Automation / © 2020 IBM Corporation
Quick start with IBM RPA One Platform

Environment Account Reconciliation Process

Application FTE Action Time Consuming Bot Deployed Automated (RPA)
(Human)
Email 1a Download email with 2mins Unattended bot 15sec
attachment

Finance System 1a Download bank statement 3mins Unattended bot 30sec

Attended Bot
Database (Folder) 1a Save both documents into 1min Unattended bot 15sec
folder

1b Out out both document 30mins Unattended bot 3mins

into excel to perform 2
ways matching

3 2 36mins 1 4mins

Human RPA

Untended Bot Time taken (day) 36mins 4mins X8 optimized operational cost
Time taken (annual) 158hrs 17hrs

Time saving/year 141hrs $xxx

Zero error

FOR IBM INTERNAL AND BUSINESS PARTNER USE ONLY IBM Automation / © 2020 IBM Corporation 14
 IBM Intelligent Automation

Identify Execute Improvement

Process Mining Robotic Process Automation Process Mining

- Identify internal efficiency - Quick automation win - Track and monitor

- Discover automation opportunities - Reduce Total Cost of Ownership - Enhance automated processes

- Simulate with targeted ROI - Expand with Chatbot - Simulate with targeted ROI

IBM Automation / © 2020 IBM Corporation

 WLP!
347$u
ym-24

You can’t automate

what you don’t know
What’s holding you moving forward…..

No visibility of process
performance

• Visual flow
• Dashboard

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What’s holding you moving forward…..

How to diagnose process

performance

• KPI and performance

• Who does what
• When does what

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18
 What’s holding you moving forward…..

How to predict automation

ROI

• Simulation
• Compare As-if To-be

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 Easy to start with IBM RPA One Platform

IBM RPA One Platform included:

• 1 Environment
• Unlimited Studio
• 2 Attended Bot
• 1 Unattended Bot (embedded ChatBot)
• Unlimited OCR

Install Build Run

Environment Studio Attended Bot Unattended Bot

• Create and manger users • Automate the processes via
• Create Bot (Low Code)
• Studio • Virtual Machine
• > 600 Drag and Drop commands • Cloud
• Bots to Machine
• Upload the bot to Environment to • Desktop
• Manage, schedule and
schedule
trigger the bot
IBM Automation / © 2020 IBM Corporation
 Round Table Discussion

IBM Cloud © 2021 IBM Corporation

 Round Table Discussion
• How do you determine which processes are
suitable for automation?

© 2020 IBM Corporation 2222

Which processes
are good for
automation

Structure Data / Rules Based

Unstructured Data

High Volume & FTE Repetitive Task

IBM Automation / © 2020 IBM Corporation 23

 Round Table Discussion

• How do you drive governance for RPA?

© 2020 IBM Corporation 2424

 Easy to start with IBM RPA One Platform

IBM RPA One Platform included:

• 1 Environment
• Unlimited Studio
• 2 Attended Bot
• 1 Unattended Bot (embedded ChatBot)
• Unlimited OCR

Install Build Run

Environment Studio Attended Bot Unattended Bot

• Create and manger users • Automate the processes via
• Create Bot (Low Code)
• Studio • Virtual Machine
• > 600 Drag and Drop commands • Cloud
• Bots to Machine
• Upload the bot to Environment to • Desktop
• Manage, schedule and
schedule
trigger the bot
IBM Automation / © 2020 IBM Corporation
Please insert QR code

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Please insert QR code

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 IBM Automation / © 2020 IBM Corporation 29
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SCAN ME PLEASE

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