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

Email

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

Email

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