DPA+RPA Meetup 2020 02-26
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Bay Area Digital Transformation Meetup Group: Best Practices for combining DPA and RPA for Digital Transformation. Held February 2020 in partnership with AXON Ivy and InnoVelocity
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DPA+RPA Meetup 2020 02-26
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- 2. Agenda & Introductions 1. Introductions - 10min 2. Main presentation - 20min 3. Group Discussion - 30min 4. Networking – Open Until 8 2
- 3. ENGINEERED IN SWITZERLAND, DEPLOYED GLOBALLY About AXON Ivy 6 COUNTRIES 20 YEARS PROCESSAPPS EXPERIENCE SWITZERLAND | GERMANY AUSTRIA | USA SINGAPORE |VIETNAM 25 PARTNERS 500+ EMPLOYEES (AXON Group) 250K USERS > 2,000 CUSTOMERS
- 4. Verticals/Selected Success Stories Company Overview • Founded in 2007 • HQ in San Francisco with local presence in OR, WA, NV, CO • 11 deeply-trained expert consultants with strong business domain and technical expertise – complete solutions orientation Service Options • Quick-Start technical coaching and support for AXON Ivy, Bizagi, Nintex and UIPath • Program Partnership including business process modeling, analysis, improvement and technical project execution. InnoVelocity – your trusted digital transformation partner Technologies/Certifications • Modelling – BPMN • Audit/Improvement – ISO, Lean Six Sigma • Automation – AXON.Ivy, Bizagi, Nintex • Integration – WS, DB, Custom • Robotics/RPA – UIPath, Nintex RPA • Reporting – Tableau, Jasper Manufacturing: Healthcare: Finance:
- 5. 72% organizations forecasted to be evaluating/working with RPA Source: Gartner $6.76 bn Size of the Digital Process Automation Market in 2020 Source: Think Automation 5
- 6. While both technologies have their own strengths, combining RPA and DPA can help to deliver deep end-to-end automation 6
- 7. ✓ Improve movement and tracking of work through defined route/s of review or approval. + automating work or automatically applying rules ✓ Coordinate different information systems with a common user interface and unified process. ✓ Collect data and performance measurements to drive process improvement. Digital Process Automation (DPA) Workflow Automation in DPA vs Task Automation in RPA ✓ Replace repetitive tasks performed by a single work performer. ✓ Can run application software in the same way as a human. ✓ Can include business rules to make decisions and handle exceptions. Robotic Process Automation (RPA) 7
- 8. Elements of a DPA Solution 8 Designs Process Maps: Used by Process Analysts to define the steps, performers and logic of a process. Builds Process Apps: Used by Developer, imports process maps and builds applications using wizards. Runs Apps: Provide processes to the whole enterprise, with a web portal and reporting & admin capabilities. 1 23
- 9. Elements of an RPA Solution 9 Source: UIPath
- 10. Good Candidates for DPA • Many processing steps or stakeholders • Long throughput time • Mistakes expensive or have legal / contractual impact Good Candidates for RPA • Highly Manual and Repetitive • High Volumes • Predictable/Rule Based • Readable input types 10 Approvals Processes Employee Onboarding/Offboarding Contracts Management Data Migration and Data Entry Issue Resolution/Helpdesk System integration without an API Invoice Processing Price Comparison
- 11. DPA + RPA = Better Together 11 DPA gives Safety net for RPA RPA gives DPA more integration options DPA gives structure for multiple bots
- 12. Technology in Action - Demo • DPA Purchasing Approval Workflow • RPA Back Office Robot • Combined: Parse PDFs and Create DPA Cases 12
- 13. Key Lessons Learned • Use process maps to model and optimize an entire process involving robot workers • Use DPA to orchestrate multiple robot workers along with human workers and API calls • Use DPA to create tasks for human workers to intervene when a robot fails • Use RPA as a temporary method of system connectivity until an API can be developed 13
- 14. Discussion • Use Cases for DPA • Use Cases for RPA • Where they could be used together • Challenges 14