RPA: Intro and Demo1

Robotic Process AutomationIntroduction and Demonstration

Blake A. Treu, JD, CPAOctober 11, 2018

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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

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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

https://www.innovateprofessional.com/blog

blake@innovateprofessional.com

@taxtechnologist

720-391-6665

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What is Robotic Process Automation (RPA)?

5 RPA: Intro and Demo

What is Robotic Process Automation (RPA)?

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What is Robotic Process Automation (RPA)?

RPA is software that mimics a human user’s

interaction with a computer to automate a process.

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How does RPA work?

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How does RPA work?

RPA breaks down a process into component logic and tasks:

Mouse Movements & Clicks Keyboard Strokes

Interacting with Applications Managing Files

Processing/Sending E-mail, etc. Querying Databases

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What makes RPA different?

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What makes RPA different?

“....Haven’t we seen this before…?”

• Require Coding

• Limited in Scope

• Attended Automations

• Difficult to Govern

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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

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What makes RPA different?

Virtual Machines

Authors Server Bots

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Who are the key competitors in RPA?

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Who are the key competitors in RPA?

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How will RPA transform how we work?

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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

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How will RPA transform how we work?

ERP, POS, etc.

Integrations

EDM

Custom Solutions

Excel

Process Manuals

Internal Controls

Robotic Process Automation

Resource

Constraints

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1. Durable: Takes on

repetitive, time-

consuming workloads

2. Scaleable: Ramps up

based on demand

3. Accurate: Tasks

completed free from

human error

4. Highly Available: Able

to complete tasks 24/7

How will RPA transform how we work?

The Augmented Workforce

1. Engaged: Freed from

demeaning work;

focused on high-value,

meaningful work

2. Agile: Able to reallocate

time to special projects

as needed

3. Balanced: Has dinner

with family; able to

sleep at night

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

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Demonstration of RPA Automation

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Questions?

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Thank You!