Robotic Process Automation Introduction and Demonstration Blake A. - PowerPoint PPT Presentation

Robotic Process Automation Introduction and Demonstration Blake A. Treu, JD, CPA October 11, 2018 RPA: Intro and Demo 1

Agenda • Presenter Introduction • What is Robotic Process Automation (RPA)? • How does RPA work? • What makes RPA different? • Who are the key competitors in RPA? • How will RPA transform how we work? • Demonstration of RPA Automation RPA: Intro and Demo 2

Presenter Introduction Blake A. Treu, JD, CPA • Sr. Analyst, Tax Technology at PetSmart, Inc. • Formerly Tax Technology & Data Analytics at EY • Colorado CPA since 2015 • Specialist in finance process automation/optimization, data analytics and digital transformation 720-391-6665 blake@innovateprofessional.com @taxtechnologist https://www.innovateprofessional.com/blog RPA: Intro and Demo 3

What is Robotic Process Automation (RPA)? RPA: Intro and Demo 4

What is Robotic Process Automation (RPA)? RPA: Intro and Demo 5

What is Robotic Process Automation (RPA)? RPA is software that mimics a human user’s interaction with a computer to automate a process. RPA: Intro and Demo 6

How does RPA work? RPA: Intro and Demo 7

How does RPA work? RPA breaks down a process into component logic and tasks: Mouse Movements & Clicks Keyboard Strokes Managing Files Interacting with Applications Querying Databases Processing/Sending E-mail, etc. RPA: Intro and Demo 8

What makes RPA different? RPA: Intro and Demo 9

What makes RPA different? “....Haven’t we seen this before…?” • Require Coding • Limited in Scope • Attended Automations • Difficult to Govern RPA: Intro and Demo 10

What makes RPA different? RPA Automation is… 1. Code-free 2. Unattended 3. Monitored, Auditable and Governed 4. A bridge to fully integrated use of AI, OCR, NLP RPA: Intro and Demo 11

What makes RPA different? Virtual Machines Authors Server Bots RPA: Intro and Demo 12

Who are the key competitors in RPA? RPA: Intro and Demo 13

Who are the key competitors in RPA? RPA: Intro and Demo 14

How will RPA transform how we work? RPA: Intro and Demo 15

How will RPA transform how we work? “RPA takes the robot out of the human.” “Work is more human when employees are freed from repetitive low-value tasks to concentrate on higher-value creative and strategic elements of their jobs.” Sources: McKinsey & Company – The Next Acronym You Need to Know About: RPA; Automation Anywhere – The Augmented Human Enterprise RPA: Intro and Demo 16

How will RPA transform how we work? ERP , POS, etc. Excel Integrations Process Manuals EDM Internal Controls Custom Solutions Robotic Process Automation Resource Constraints RPA: Intro and Demo 17

How will RPA transform how we work? The Augmented Workforce 1. Durable: Takes on 1. Engaged: Freed from repetitive, time- demeaning work; consuming workloads focused on high-value, 2. Scaleable: Ramps up meaningful work based on demand 2. Agile: Able to reallocate 3. Accurate: Tasks time to special projects completed free from as needed human error 3. Balanced: Has dinner 4. Highly Available: Able with family; able to to complete tasks 24/7 sleep at night RPA: Intro and Demo 18

RPA: Intro and Demo 19 Source: McKinsey & Company – Memo to the CFO: Get in front of digital finance — or get left back

Demonstration of RPA Automation RPA: Intro and Demo 20

Questions? RPA: Intro and Demo 21

Thank You! RPA: Intro and Demo 22