Jade Intelligent Automation Enablement Deck
Explore the realm of Intelligent Automation through Robotic Process Automation (RPA) and Artificial Intelligence, enabling businesses to streamline processes, enhance efficiency, and drive digital transformation. Learn about RPA's role in mimicking human behavior, the broader perspective of RPA, common business process characteristics, and the services offered by Jade Intelligent Automation Practice to facilitate the adoption of AI and RPA solutions for enterprise operations across various departments, such as Customer Service, IT, HR, Finance, and Sales.
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Jade Intelligent Automation Enablement Deck 1
What is RPA & Intelligent Automation Robotic Mimicking Human Behavior to execute a Sequence of steps which leads to a meaningful activity Without human intervention Process Automation Intelligent Process Automation Artificial Intelligence Computer with ability to reason as human Intelligent Document Processing Computer Vision Machine Learning Computer with an ability to learn without being explicitly programmed Language Translation Fuzzy Logic Deep Learning Network capable of adapting itself to new data NLP/NLU
Business Process Common Characteristics & RPA Reconcile Data Checks for consistency & Accuracy Data Capture Collect & Synthesize Data Data Validation Validate & Authenticate Data Data Enrichment Modify, Rationalize & Normalize Data Analyze & Report Reliable, Accurate & Timely Analysis & Reporting Process Data Perform Processing Rules Cognitive Capabilities (Unstructured Data) RPA BOTs (Semi-structured Data) Analytics Integration (e.g. Alteryx, Power BI, Tableau etc) 5
Jade IA Practice Overview Drive Your Digital Transformation with Intelligent Automation Solutions Intelligent Document Processing Expertise Services 100+ AI & RPA consultants Gap-fit analysis Certified UiPath, Automation Anywhere & Power Automate Consultants Implementation Services AI Ops (J-IT-Auto) Managed Services Business forecasting Process discovery and Process Intelligence Center of Excellence (CoE) as a Service AI and ML based RPA Solutions 6
Intelligent Automation For The Enterprise Intelligent Automation For The Enterprise Customer Service IT HR Finance Sales Departments P2P O2C General Accounting Audit and Compliance IT Service Management IT Housekeeping Activities Source to Hire Develop and Reward Redeploy and Retire RPA Trouble to Resolve Knowledge Base Lead to Opportunity Intelligent OCR/Document Understanding, Computer Vision, Machine Learning, NLP Sales Document Processing Sales Projections AP, PO, Receipt, Contract, Workorder Documents Forecasting Smart API s to integrate with Third party models (Predictive Models , ML, NLP, Sentiment Analysis) Compliance, IT Operation Automation, Test Automation, Virtual Assistant Hire and Employee Document Processing Chat Bots and Virtual Assistants AI Resume Screening and auto feedback (Hire cycle) Onboarding document review assistance Past communication summary for decision Identify upsell opportunities Expense receipt validation Accounting training and reference for new employee Smart Interactive Knowledge Base System Auto script/code generation Auto troubleshooting ChatGPT Assistance in creating buyer persona Sentiment analysis-based auto response to SM feed Jade s RPA Centric Functional (Oracle, SAP, Workday, Salesforce etc) Outcomes Process Efficiencies Cost Reduction Increased Accuracy Improved Compliance. Minimized Risks
UiPath Platform UiPath Studio visual designer which allows build automation workflows with pre-built activities UiPath Robot Executes the workflow designed in the Studio AI Centre UiPath Orchestrator Web App, enables deployment, scheduling, monitoring and management of Robots & Processes Intelligence UiPath AI Center AI and ML engine with pre-defined models to handle documents like, Invoice, PO, Cash Receipts, Contract etc. Core technologies covered are Document understanding, Image Analysis, Language Analysis, Task Mining Engage UiPath Apps A development platform that enables to build and share enterprise-grade custom applications that deliver engaging user experiences UiPath Apps Action Centre 8
Automation Anywhere Platform AARI Web IQ Bot Task Bot 9
Sample Use Case and Hyper-automation Manual Flow & Tasks Finance team opens each document and validate against respective transaction in revenue report Finance Team send sample revenue report through email to respective Teams to get documents Finance Team applies Rules for Sampling of Transaction in Revenue Report Respective teams send back documents to Finance team via email Extract Revenue Report from ERP Respective teams fetch each document from a location pertaining to each transaction as per revenue report Finance Team identify different documents required for validation of each transaction Finance team updates the revenue report for each transactio either validated or for anomalies Send Revenue Report to Finance Team Finance team saves documents in a location BOT1 BOT1 Respective teams send back documents to BOT email keeping Finance team in loop. Team renames document with a naming convention BOT extracts revenue report from email BOT applies Rules for Sampling of Transaction in Revenue Report BOT identify documents required for validation of each transaction BOT sends sample revenue report via email to respective Teams for documents interface BOT scans embedded report and applies rule for sampling BOT identify documents required for validation of each transaction BOT assigns respective team against each transaction for specific documents and sends an email notification with link to workflow UI Automation Flow Extract Revenue Report from ERP Hyper Automation Flow BOT2 BOT2 Respective teams fetch each document from a location pertaining to each transaction as per revenue report BOT fetches and stores documents in a location BOT sends documents to AI/ML engine to extract data BOT validates revenue report against fetched data from AI engine BOT updates revenue report for validated transactions and anomalies and sends report to finance team via email and notifies finance team for updated report in UI BOT fetches documents stored by workflow UI BOT sends documents to AI/ML engine to extract data BOT validates revenue report against fetched data from AI engine BOT updates revenue report for validated transactions and anomalies Send Revenue Report to BOT email account keeping Finance Team in loop Respective teams open UI interface and click on the transaction for review Detailed UI page shows widgets to drag and drop type of document in specified widget for upload and submit. Documents are renamed automatically Workflow triggers BOTs Fork flow and UI offer complete visibility of transaction to all users (Finance, Logistic, Sales etc). But specific action on UI can be taken based on role-based access Extract Revenue Report from ERP Upload revenue report on Workflow UI Interface Reports get embedded in UI interface and visible BOT1 in triggered Confidential
Finance Automation Journey Procure To Pay - Optimize Days Payable Outstanding (DPO) and Supplier Experience High Impact Automation Use-cases (partial list) Invoice Exception Management Supplier Onboarding & Maintenance Supplier invoice data capture and processing Use Cases Setting up approved and vetted suppliers Proactive creation and management of supplier agreements Invoice data extraction and processing in ERP PO Matching, Receipt validation and Approval routing Auto resolution of System Hold Retry exception invoices and payment batch run Typical supplier setup and onboarding can be reduced to 2-4 days Huge Manual effort can be saved Touchless Invoice Processing Improve Productivity Reduce Workload Reduce invoice processing turnaround time Huge Manual effort saving Benefits Typical 11 Systems Confidential
Finance Automation Journey Order To Cash- Reduce Days Sales Outstanding (DSO) & improve Customer Experience (CX) High Impact Automation Use-cases (partial list) Cash Application Invoice Billing Credit & Collections Monitor customers remittance advice and extract data Match with bank payments and approval routing Credit Card remediation. Reconciliation, processing and clearing Bots can consolidate information from different sources . Generate invoices and send to customers Use Cases Time saved on data input processes Huge effort can be saved by automating part of O2C cycle Improve efficiency & Governance Reduce compliance and risks Touchless remittance advice processing Reduce manual errors Benefits Typical 12 Systems Confidential
Finance Automation Journey Record to Report - Timely disclosure & Reporting High Impact Automation Use-cases (partial list) Month-End Close General Accounting Reporting Expense Reports integration Financial Reporting pack Automate period close tasks Use Cases Inter-company Reconciliations Bank Reconciliations Payroll reporting & posting of payroll Journal Entries Huge manual effort saving Improve compliance Reduce manual errors Reduce reconciliation time Reduce report generation time Save time in financial data entry Reduction in transaction processing time 90-100% possible automation Benefits Typical 13 Systems Confidential
HR Automation Journey Hire to Retire Improve HR Ops productivity & deliver excellent User Experience(partial list) User User Experience Background Verification Onboarding/Offboarding Onboard new hire in AD Role based onboarding on departments/systems Auto request for access card New hire communication Use Cases BV Summary review & requesting for additional documents Auto-upload & notify HR Digital Assistant for tasks like Visa processing, Feedback management, Payroll queries Save HR Ops precious time for value-add services On-the-go assistance to employee for excellent experience Huge manual effort saving Onboarding dashboard Reduce reconciliation time Reduction in transaction processing time Make discrete process seamless Benefits Typical 14 Systems Confidential
SoX Compliance Journey Revenue Recognition User Access Revie SoD Use Cases Periodic reviews who has access to what Is current access valid against access policy Revenue transactions reconciliation against various documents PO, PoD, AWB etc Access privileges grants are checked for SoD conflict Typical Benefits Huge manual effort saving Improve Audit coverage Reduce manual errors reconciliation time Reduction in risk of breach, access creep 100% automation possibility SoD policy adherence Reduce manual errors Systems 15 Confidential
Accelerators & Solutions IT Ops Service Management Compliance Password Reset Azure AD, Windows AD Revenue Recognition Compliance Oracle EBS, Oracle Cloud ERP Account Unlock Azure AD, Windows AD Application User Access Review Oracle EBS, Salesforce eMail DL Management Outlook Segregation of Duties Oracle EBS, Salesforce Service Desk Automation ServiceNow, Jira Security Incident Management Zoom Licenses Management (User Provisioning/Deprovisioning) Zoom, Azure AD, Windows AD HR Salesforce License Management (User provisioning/deprovisioning) Salesforce, Azure AD, Windows AD User Onboarding/Off-Boarding Azure AD, Windows AD, Workday, Jobvite, Jira, Oracle EBS, Salesforce, Tableau Add-on accelerators related to Document Processing Add Ons Description Enterprise Systems Document Processing Console (UiPath Apps) A custom built re-usable console for documents in low confidence to correct data in side-by-side panel and for approval workflow. Applicability AP Invoice Processing, AR Remittance Advice Reconciliation, PO processing, Expense Receipts validation Oracle EBS, Oracle Cloud ERP, NetSuite, SAP Template Engine UiPath +Python based document processing engine for business-critical high volume stable templates to achieve early ROI till the time ML model is stabilized with non-critical low volume document set. Migration of high-volume documents can be later migrated on ML Model Oracle EBS, Oracle Cloud ERP, NetSuite, SAP AP Invoice Processing Business Rules Pre-Built business rules for example Invoice & PO Match, Cash receipts in ERP with remittances etc against different ERPs Oracle EBS, SAP, NetSuite Oracle EBS, Oracle Cloud ERP, NetSuite, SAP AR Remittances Advice Reconciliation Rules 16
OpenAI driven Semantic Search Generic examples where Semantic Search can help Customer Care Legal I want to see facts from different sources describing this entity I want to know consolidated view of contractual obligation for the entity How can I get specific information from the document that KB provides link to in response to a query HR What Semantic Search Offers What is the relevant experience on domain/technology/role from the resume Is there any gap in education/experience from the documents candidate has submitted Enterprise Search Engine reveal and correlate information from disparate data sources/documents VELOCITY Find the information quickly REVEAL Find hidden information relevant o context SPECIFIC Find the information relevant to the interest Enterprise Chatbot Finance I want to see YoY Q3 EBIDTA trend from last 5 years of financial report published by Microsoft I don t remember exact term or point I was looking for but I know the context LINKED Find related information from integrated data sources Document/unstructured data mining Others IT I am looking for sections related to dependencies and its impact on schedule, risksI etc. want to search across different languages simultaneously How can I enable citizen developers to generate code for complex problem and use it. Can I enable QA team to generate test cases automatically from requirement? 17
OpenAI driven Semantic Search Jades Solution Approach Technical View Document or Unstructured Data Data Strategy Open AI Embedding Model Algorithm to evaluate contextual info 6 Document(s) of interest is input to RPA platform 1 3 7 Data Ingestion Send to Vector DB 4 UiPath / Automation Anywhere RPA Document Processing Engine Vector DB Data Preparation 2 Get appropriate response from GPT based on contextual info 8 Document info extraction & processing to convert for OpenAI need Use Case Realization 5 User posts query OpenAI GPT Model Query to get contextual info from the document Critical success factors are taking right strategy of data extraction & processing and algorithm to evaluate contextual information as per need. That is where Jade brings value 18
Automation Potential in Enterprise HR IT & Compliances Finance & Accounting Recruit & Onboard Employees Train & Develop Employees Redeploy and Retire Service Management House Keeping Compliances Order to Cash Procure to Pay Record to report Customer & Contact Setup Manage Procurement Bank & Inter- company Recon End User Support Services Create & Post Job Description Develop & Deliver Training Schedule Jobs SoX Compliance Separation Source & Screen Candidates Manage Employee Development Access & Manage Credits Purchase Goods & Services General Create & Close Service Case Patch Security Control Audits Retirement Accounting Service Management Manage Pre- employment Manage Employee Performance Order Entry & Customer Invoice Receive goods & services Ticket Triaging & Allocation Backup & Restoration Leave & Absence Close Process Management Reporting Auto Resolve Ticket Monitoring & Control Manage Compensation Workforce Scheduling Fulfil Orders Process Invoice Onboard new hires Setup new hirs in the system Manage Benefits Administration Master Data Management Account Receivables Regulatory & Statutory Report Onboard/Offboard Employees Network & Device Analysis Reporting Contract Management Budgeting & Forecasting User Cash Application Administration Customer Enquiries Sales & Marketing Customer Service SCM Planning & Sourcing Inventory Management Enquiries & Support Reverse Logistics Contact Mgmt Case Mgmt Marketing Sales Requisition Management Intelligent Inventory Mgmt Account Enquiry & Update Create Case or Complaint Sales Order Processing RMA Virtual Assistant Trade Promotion Purchase Order Management Lead Scoring Sales Projections 360 View Campaign Effectiveness Reporting
Automation CoE Jade Solution & Services Business Requirements Jade RPA CoE Jade established the RPA CoE with 2 major components Automation Governing Body Automation Execution Engine CoE was established with key objectives of Assessment and discovery of processes Create business case and ROI Process assessment, prioritization and roadmap Establish teams, resources (Licenses) etc PoCs, Design, Develop and Deploy processes and change management Define and control operation support model CoE Team RPA Sponsor, RPA Champion, Sol Architect, BA & Change manager, Infra Engineer Marvell had already decided to achieve high level of automation through digital workforce. Their intent was to drive the entire program in a manner that CIO and business sponsors get visibility of automation and related ROI across organization About the Company Marvell Technology Group is a Bermudan-domiciled semiconductor company Challenges IT Landscape High degree of manual work LoBs focus is on own short-term fixes and quick benefits Missing a governing body to drive the automation roadmap and align LoBs in the order of priority Need to define automation standards, policies, re-usable assets etc and establishing core infrastructure or repository for the same Vendor, license and demand management Control over automation development Establishing key KPIs to measure BoT performance for continuous improvement Oracle Fusion, Workday, Custom Apps Code Version Control: Git, Bitbucket RPA : AA 2019 Cloud, Task Bots, Meta Bots ,IQ Bots Benefits Clear roadmap for the automation defined with RoI LoBs given big picture of automation along with priorities and importance of critical process automation Organization automation effort acceleration Short term cost benefits and efficiencies were delivered Governance helped IT and business coordinating effectively for automation implementation efforts Team RPA Solution Architect Onsite RPA Developers Offshore 1000+ Employees 20
Advisory Services Business Requirements Jade Solution & Services Jade RPA Process Fit Assessment Framework For each process Identify Process Complexity ,Frequency, FTE Savings and Cognitive requirements Categorize each process as Quick Wins, Low hanging Fruit , Long Term Improvements and Need improvements Challenges Marvell wanted to drive positive change through digital transformation and the adoption of emerging RPA technology to reduce the amount of time spend on manual processes while maintaining strict security and compliance controls Process identifications and Assessment for RPA Bot Onboarding ,Access management and Segregation of Duties setup within departments Bot Sizing requirements RPA Architecture Security Assessment Enterprise A2019 Cloud Infrastructure, Role based Access & Data Protection setup Business Process automation architecting, Automation and Support About the Company Marvell Technology Group is a Bermudan-domiciled semiconductor company Jade RPA Bots Capacity Planning Framework Analyze each process against criteria such as Transaction Volume, Priority, Frequency, Application involved etc., Optimized Bot usage by sharing unattended bots and IQ Bots between processes based on transaction timer, frequency and volume IT Landscape Identify optimized number of Unattended and Attended bots for process deployment in production Validate identified Automation opportunities across different departments and perform RPA Fitness assessment Oracle Fusion, Workday, Custom Apps Code Version Control: Git, Bitbucket RPA : AA 2019 Cloud, Task Bots, Meta Bots ,IQ Bots Bot Onboarding and Infrastructure setup Bot utilized Application specific account to reduce license usage and maintaining SOD Setup Cloud Enterprise A 2019 Control room with On Premise Bot Runners for Dev, Test and Production environment RBAC , SSO and Git Setup Automate process & deploy in Production Team RPA Solution Architect Onsite RPA Developers Offshore 1000+ Employees 21
Automation Anywhere Process Automation Implementation Finance Core Ops Sales Ops Open Jobs with missing PO from Job Receipt Report Generate Wafer Receipt Recon Report - Samsung Automate and upload daily OSD missed reason for OTD monitoring Automate daily OSATs WIP Compilation Pick List Recon Generate Wafer Receipt Recon Report - GF Item missing Frozen cost validation Items with missing pricing alert OSAT Wafer visibility report Job Released with potential PO issue Missing PO items with dummy price uploaded by BOT Quarterly TAX test volumn split OSAT CP FT Summary Test Yield Summary and Analysis Toshiba 3PL Consigned Demand-Pull Order Processing To automate order creation for Jabil GZ sent in as pdf files Convert Seagate Consumption Report to Delfor HP/Ariba Forecast Commit Seagate Hub Inventory To automate order creation for Nokia Seagate Backlog Report Quote Log Template Generation Pricing Agreement Log Template Generation ShenZhen Fugui Hub & Discrete PO Sample Order Creation ASN FTP upload for Kingston 3PL Consigned Demand Pull Order for Western Digital Price verification of 3C3 invoices test, sort, SLT invoices FA Forecast Reporting APAC Reports AP Interface AMEX Bank Card Processing IT Ops About the Company Marvell Technology Group is a Bermudan-domiciled semiconductor company IT Landscape Zoom licence management for non- active users Zoom licence assignment for active users Zoom users Deactivation Power BI - Executive Flash Email distribution using RPA SalesForce Customer Registration SalesForce Integration to perform access management Oracle Fusion, Workday, Custom Apps Code Version Control: Git, Bitbucket RPA : AA 2019 Cloud, Task Bots, Meta Bots ,IQ Bots Team RPA Solution Architect Onsite RPA Developers Offshore HR Contract Terminations 1000+ Employees 22
THANK YOU Headquarters Phone Email Website 1731 Technology Drive, Suite 350 +1-408-899-7200 info@jadeglobal.com www.jadeglobal.com San Jose, CA 95110 USA I CANADA I UK I VIENNA I INDIA 23
Jade RPA Advisory Services Process Assessment Framework Discovery Assessment Recommendation Catalogue of process eligible for automation Implement Process mining to analyse and identify potential automation Existing level of automation Risk evaluation Complexity Quality check constraints Repetitiveness and exception Volumetric Time and schedule Process map quadrant analysis ROI Roadmap Tool/Platform recommendation Recommendations Capture Inputs Analyze Must-do improvements Quick Wins P2 P4 5.285 0.885 P5 3.775 P12 3.775 P3 P6 P6 1.057 Benefits 0.885 0.525 P7 P9 3.775 3.775 P8 P10 0.885 1.057 P11 0.525 Long-term improvement Low hanging fruits Complexity Bubble size denotes FTE savings 24
Jade Advisory Services Bot Optimization Discovery Analysis Optimization Catalogue of process eligible for automation Existing level of automation Risk evaluation Assess Process against following parameter Transaction Volume Transaction Time # of FTEs required to support process Priority etc. Assume all processes would in production Optimized Bot usage by sharing unattended bots between processes based on transaction timer, frequency and volume Identified overlapping Bots Arrived at final optimized BOT count Optimize Bot Types Count Bot Types Count Unattended Bot 9 Unattended Bot 15 Attended Bot 5 Attended Bot 7 25 Cognitive Bot 2 Cognitive Bot 4
Use Case Realization Violations Visualization & Alerting Enterprise Systems & DWH Data digitization, Classification and extraction Remediation Confidential
Automation Anywhere Platform RPA Engine Cognitive Engine Analytics Engine Operational Analytics BOT Creator BOT Runner Metabot AI/Predictive Modeler Business Insights PLATFORM Digital Workforce On Premise Cloud DELIVERY Control Room Server BOT farm Mortgage BOT Claim BOT AR BOT Return BOT DIGITAL PROCESSES BOT APPS (Examples) 27
