Jade Intelligent Automation Enablement Deck

 
1
 
Jade Intelligent Automation
Enablement Deck
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What is RPA & Intelligent Automation
Robotic
Process
Automation
Mimicking Human Behavior
to execute a
Sequence of steps
which leads to a meaningful activity
Without human intervention
Artificial Intelligence
Computer with ability to reason as human
Machine Learning
Computer with an ability to learn without being explicitly programmed
Deep Learning
Network capable of adapting itself to new data
 
Intelligent Document Processing
 
Computer Vision
 
Language Translation
 
Fuzzy Logic
 
NLP/NLU
Intelligent
Process
Automation
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3
 
RPA : A Bigger Picture
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4
 
Bots automate work by emulating human behavior
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5
 
Business Process Common Characteristics & RPA
 
Data Capture
Collect & Synthesize Data
 
Data Enrichment
Modify, Rationalize &
Normalize Data
 
Data Validation
Validate & Authenticate Data
 
Process Data
Perform Processing Rules
 
Reconcile Data
Checks for consistency &
Accuracy
 
Analyze & Report
Reliable, Accurate & Timely
Analysis & Reporting
Cognitive Capabilities
(Unstructured Data)
RPA BOTs
(Semi-structured Data)
Analytics Integration
(e.g. Alteryx, Power BI, Tableau etc)
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6
 
Jade IA Practice Overview
Drive Your Digital Transformation with Intelligent  Automation
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Intelligent Automation For The Enterprise
 
Intelligent Automation For The Enterprise
 
Sales
 
Finance
 
IT
 
HR
 
Customer
Service
 
Departments
 
Outcomes
 
Sales Document
Processing
Sales Projections
 
          
Process Efficiencies       Cost Reduction       Increased Accuracy      Improved Compliance.      Minimized Risks
 
RPA
 
AI
Lead to Opportunity
 
P2P
O2C
General Accounting
Audit and
Compliance
 
IT Service
Management
IT Housekeeping
Activities
Source to Hire
Develop and
Reward
Redeploy and Retire
Trouble to Resolve
Knowledge Base
 
Compliance, IT Operation
Automation, Test Automation,
Virtual Assistant
 
AP, PO, Receipt, Contract,
Workorder Documents
Forecasting
 
Hire and Employee
Document Processing
 
Chat Bots and Virtual
Assistants
Smart API’s to integrate with Third party models (Predictive Models , ML, NLP, Sentiment Analysis)
Jade’s RPA Centric Functional (Oracle, SAP, Workday, Salesforce etc)
Intelligent OCR/Document Understanding, Computer Vision, Machine Learning, NLP
 
ChatGPT
 
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
 
Resume Screening and auto
feedback (Hire cycle)
Onboarding document review
assistance
 
Assistance in creating buyer
persona
Sentiment analysis-based
auto response to SM feed
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8
Action
Centre
UiPath
Apps
AI Centre
UiPath Studio
visual designer which allows build
automation workflows with pre-built
activities
UiPath Robot
Executes the workflow designed in the
Studio
UiPath Orchestrator
Web App, enables deployment,
scheduling, monitoring and
management of Robots & Processes
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
UiPath Apps
A development platform that enables to
build and share enterprise-grade custom
applications that deliver engaging user
experiences
Intelligence
Engage
UiPath Platform
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9
 
Automation Anywhere Platform
AARI Web
 
Sample Use Case and Hyper-automation
Extract Revenue Report
from ERP
Send Revenue Report to
Finance Team
Finance Team applies Rules
for Sampling of Transaction
in Revenue Report
Finance Team identify
different documents
required for validation of
each transaction
Finance Team send sample
revenue report through
email to respective Teams to
get documents
Respective teams fetch each
document from a location
pertaining to each
transaction as per revenue
report
Respective teams send back
documents to Finance team
via email
Finance team saves
documents in a location
Finance team opens each
document and validate
against respective
transaction in revenue
report
Finance team updates the
revenue report for each
transactio either validated
or for anomalies
BOT1
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
Respective teams fetch each
document from a location
pertaining to each
transaction as per revenue
report
Respective teams send back
documents to BOT email
keeping Finance team in
loop. Team renames
document with a naming
convention
BOT2
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
Extract Revenue Report
from ERP
Send Revenue Report to
BOT email account keeping
Finance Team in loop
Extract Revenue Report from ERP
Upload revenue report on Workflow UI
Interface
Reports get embedded in UI 
interface
and visible
BOT1 in triggered
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
BOT1
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
interface
BOT2
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
and notifies finance team for updated report in UI
Manual Flow & Tasks
 
Automation Flow
 
Hyper Automation Flow
 
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
 
 
11
Supplier Onboarding &
Maintenance
Typical supplier setup
and onboarding can be
reduced to 2-4 days
Huge Manual effort
can be saved
Supplier invoice data
capture and processing
Touchless Invoice
Processing
Improve Productivity
Reduce Workload
Invoice Exception
Management
Reduce invoice
processing turnaround
time
Huge Manual effort
saving
Typical
Benefits
Systems
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
 
 
 
12
Cash Application
Touchless remittance
advice processing
Reduce manual
errors
Invoice Billing
 
Time saved on data
input processes
Huge effort can be
saved by automating
part of O2C cycle
Credit & Collections
Improve efficiency &
Governance
Reduce compliance
and risks
 
Finance Automation Journey
Finance Automation Journey
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Typical
Benefits
Systems
Use Cases
Monitor customers
remittance advice
and extract data
Match with bank
payments and
approval routing
Bots can consolidate
information from
different sources .
Generate invoices and
send to customers
Credit Card
remediation.
Reconciliation,
processing and
clearing
 
 
13
General Accounting
Huge manual effort
saving
Improve compliance
Reduce manual errors
Reduce reconciliation
time
Month-End Close
Reduce report
generation time
Save time in financial
data entry
Reporting
Reduction in
transaction processing
time
90-100% possible
automation
 
Finance Automation Journey
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Typical
Benefits
Systems
Use Cases
Inter-company
Reconciliations
Bank Reconciliations
Financial Reporting
pack
Automate period close
tasks
Expense Reports
integration
Payroll reporting &
posting of payroll
Journal Entries
 
 
14
Background Verification
Huge manual effort saving
Onboarding dashboard
Reduce reconciliation
time
User Experience
Save HR Ops precious
time for value-add
services
On-the-go assistance to
employee for excellent
experience
User
Onboarding/Offboarding
Reduction in transaction
processing time
Make discrete process
seamless
 
HR Automation Journey
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Typical
Benefits
Systems
Use Cases
BV Summary review &
requesting for additional
documents
Auto-upload & notify
HR Digital Assistant for
tasks like Visa processing,
Feedback management,
Payroll queries
Onboard new hire in AD
Role based onboarding on
departments/systems
Auto request for access
card
New hire communication
 
 
15
Revenue Recognition
Huge manual effort
saving
Improve Audit coverage
Reduce manual errors
reconciliation time
SoD
SoD policy adherence
Reduce manual errors
User Access Revie
Reduction in risk of
breach, access creep
100% automation
possibility
 
SoX Compliance Journey
Typical Benefits
Systems
Use Cases
Revenue transactions
reconciliation against
various documents –
PO, PoD, AWB etc
Access privileges
grants are checked for
SoD conflict
Periodic reviews – who
has access to what
Is current access valid
against access policy
undefined
 
16
 
Accelerators & Solutions
 
Add-on accelerators related to Document Processing
undefined
 
17
 
OpenAI driven Semantic Search
 
Generic examples where
Semantic Search can help
 
VELOCITY – 
Find the information quickly
 
REVEAL
 – Find hidden information relevant o
context
 
SPECIFIC
 – Find the information relevant to the
interest
 
LINKED
 – Find related information from
integrated data sources
 
Legal
 
HR
 
Finance
 
IT
 
Customer Care
 
Others
 
What Semantic Search Offers
 
Enterprise Search Engine –
reveal and correlate
information from disparate data
sources/documents
 
Enterprise Chatbot
 
Document/unstructured data
mining
undefined
 
18
 
OpenAI driven Semantic Search – Jade’s Solution
Data Strategy
Data Ingestion
Data Preparation
Use Case
Realization
 
Approach
 
Technical View
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
undefined
 
Automation Potential in Enterprise
Create & Post Job
Description
Develop & Deliver
Training
Source & Screen
Candidates
Manage Employee
Development
Manage Employee
Performance
Manage
Compensation
Manage Pre-
employment
Manage Benefits
Administration
Onboard new hires
Setup new hirs in
the system
 
Recruit & Onboard
Employees
 
Train & Develop
Employees
Separation
Retirement
Leave & Absence
 
Redeploy and
Retire
Workforce
Scheduling
Master Data
Management
Purchase Goods &
Services
Receive goods &
services
Reporting
Process Invoice
Manage
Procurement
General
Accounting Service
Close Process
Regulatory &
Statutory Report
Management
Reporting
Bank & Inter-
company Recon
Budgeting &
Forecasting
Access & Manage
Credits
Order Entry &
Customer Invoice
Account
Receivables
Fulfil Orders
Customer &
Contact Setup
Customer
Enquiries
Cash Application
Patch
Management
Backup &
Restoration
Network & Device
Analysis
Monitoring &
Control
Schedule Jobs
Security Control
Audits
SoX Compliance
Create & Close
Service Case
Ticket Triaging &
Allocation
Onboard/Offboard
Employees
Auto Resolve
Ticket
End User Support
Services
User
Administration
Contract
Management
HR
Finance & Accounting
IT & Compliances
Trade Promotion
Sales Order
Processing
Lead Scoring
Sales Projections
Campaign
Effectiveness
 
Marketing
 
Sales
Intelligent
Inventory Mgmt
RMA
Purchase Order
Management
Reporting
Requisition
Management
360
°
 View
Account Enquiry &
Update
Create Case or
Complaint
Virtual Assistant
Sales & Marketing
SCM
Customer Service
 
Order to Cash
 
Procure to Pay
 
Record to report
 
Service
Management
 
House Keeping
 
Compliances
 
Planning &
Sourcing
 
Inventory
Management
 
Reverse Logistics
 
Contact Mgmt
 
Enquiries &
Support
 
Case Mgmt
undefined
 
20
 
Automation CoE
 
IT Landscape
 
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
 
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
 
About the Company
Business Requirements
Challenges
Jade Solution & Services
 
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
 
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
 
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
 
1000+ Employees
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
undefined
 
21
 
Advisory Services
 
IT Landscape
 
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
 
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
 
About the Company
Business Requirements
 
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
Challenges
Jade Solution & Services
 
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
 
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
 
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
 
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
 
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
 
1000+ Employees
undefined
 
22
 
Automation Anywhere Process Automation
Implementation
 
IT Landscape
 
Marvell Technology Group is a
Bermudan-domiciled semiconductor
company
 
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
 
About the Company
Finance
Sales Ops
 
Price verification of 3C3
invoices – test, sort, SLT
invoices
FA Forecast Reporting
APAC Reports
AP Interface
AMEX Bank Card
Processing
 
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
 
1000+ Employees
IT Ops
 
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
Core 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
HR
 
Contract Terminations
undefined
 
23
 
THANK YOU
undefined
 
24
 
Jade RPA Advisory Services
Process Assessment Framework
 
Quick Wins
 
P2
5.285
 
P12
3.775
 
P3
1.057
 
P4
0.885
 
P6
0.885
 
P6
0.525
 
P5
3.775
 
Capture Inputs
 
Analyze
 
Recommendations
 
Complexity
 
Benefits
 
Low hanging fruits
 
Long-term improvement
 
Must-do improvements
 
P7
3.775
 
P8
1.057
 
P10
0.885
 
P11
0.525
 
P9
3.775
 
Bubble size denotes FTE savings
undefined
 
25
 
Jade Advisory Services
Bot Optimization
Optimize
 
 
Data digitization,
Classification and
extraction
Use Case Realization
Violations
Visualization & Alerting
Remediation
undefined
 
27
 
Automation Anywhere Platform
RPA Engine
Cognitive Engine
Analytics Engine
BOT Creator
BOT Runner
Metabot
AI/Predictive Modeler
Operational
Analytics
Business Insights
Digital Workforce
On Premise
Cloud
Control Room Server
BOT farm
Mortgage BOT
Claim BOT
AR BOT
Return BOT
DIGITAL PROCESSES
 
PLATFORM
 
DELIVERY
 
BOT APPS
(Examples)
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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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  1. Jade Intelligent Automation Enablement Deck 1

  2. 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

  3. RPA : A Bigger Picture 3

  4. Bots automate work by emulating human behavior 4

  5. 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

  6. 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

  7. 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

  8. 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

  9. Automation Anywhere Platform AARI Web IQ Bot Task Bot 9

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. 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

  26. Use Case Realization Violations Visualization & Alerting Enterprise Systems & DWH Data digitization, Classification and extraction Remediation Confidential

  27. 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

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