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Creating a Digital Workforce with Robotic Process Automation
Anthony Yung, Senior Systems Engineer
2
Big relevant change in the world: the digital revolution
Digital revolution set to impact the office worker
Websites,
Portals
Digital documents
Excel
Databases
Data files
Enterprise Systems
(SAP, Oracle)
Legacy systems
(AS400, Mainframe)
Citrix
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.”
“
The long-tail of automation use cases
Degree of specialization and deployment
Pro
ce
ss v
alu
e
Vital for business
• Specialized software (e.g. BPMS)
Core business processes
• Highly specialized IT systems (ERP, CRM)
Operational processes
• All manual – outsourced or employees
• Lots of integration touch points
Robotic process automation
Progression of the Digital Workforce
Thinking
Smart
Aggregate data
Consolidate access to data
Update systems
Smarter
Analyzing & processing data
Integrated into other business
process platforms
Acting
IRPA
RPA connects to analytics, multi-channel capture,
process automation, machine learning, business rules,
enterprise search, NLP
Smartest
Understanding customers
Complete transactions
• Consider complexity &
maintaining
• Use cases require
understanding
• Higher risk
Present
RPA
Automate any business activity involving users, data & systems
The Kofax Kapow solution
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 new digital workforce: software robots performing manual tasks
Websites,
Portals
Digital documents
Excel
Databases
Data files
Enterprise Systems
(SAP, Oracle)
Legacy systems
(AS400, Mainframe)
Citrix
Attended &
Unattended
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
The benefits of robotic process automation
Deloitte, Forrester, Cognizant
Consistency
Reliability
Accuracy
Audit trail
Productivity
Cost savings
Elasticity
Kapow Benefits
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
• Customer service
• Client onboarding (KYC/CDD)
• Claims processing
• Compliance reporting
• Customer service
• 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
Shared Services Groups, Business Process Outsourcing (BPO)
Kapow intelligent bots part of a broader solution offering
Mobile
Analytics
RoboticsTransact digitally
eSignature
& signature
verification
Customer
communication
management
Automate processes
Case
management
Workflow &
process
automation
Capture information
Multichannel
capture
Extraction &
verification
Content
management
Search
Manage content
Insurance Financial
services
Government Healthcare Retail Manufacturing Business process
outsourcing
Education
Banking Use Case: Customer Due Diligence
© Kofax. All rights reserved. 12
Story: Customer Due Diligence process
New Customer – Review Results
© Kofax. All rights reserved. 14
How it works behind the scenes
15© Kofax. All rights reserved.
Kapow Design Studio – no coding approach
16
Integrated Browser
Workflow Design
Real-time
Development &
TestingFull XML / HTML Control
Deploy, manage, and schedule bots
Monitor and analyze the performance of bots
Now its time for the demo
© Kofax. All rights reserved. 19
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