SSC Leaders breakfast
RPA – Hype, Solution or
Tool?
Introduction of participants
Please give a short
introduction about yourself
• Who are you?
• What is your role?
• What is your experience with SSC
automation?
• What would you like to achieve today?
1995
2000
2005
2009
Saturation in the markets
Big SSC boost 2005-2007
First cross border SSC’s
in near shore
ERP in the lead
2011
GBS & scalability
1998BPO leads the way
2014
RPA & Automation
What is next? 2020The roadmap so far
• Shared Services has been on
the radar for the last 20+
years
• Growth has been booming,
GBS is now considered as a
top employment area in many
developing countries
• Clear moves from on  to
near  to far shore and back
• Strong scope increases
resulting in many different
areas of activities being seen
as target for Shared Services
• Strong move from labor
arbitrage focus to quality,
standardization & automation
focus
Automation & RPA is all around
us
“Where ever we go we
hear RPA as if it is
incredible if you are
not looking into it"
Short summary what
RPA really is
“RPA is software that
runs unattended,
working like a virtual
employee, sitting on top
of legacy applications
performing repetitive
tasks"
RPA – Rule based automation, performing over
and over what you teach them (no self learning)
Intelligent process automation – Automation
that can understand unstructured data, human
communication (e.g. voice or email) and draw
certain conclusions
Cognitive platforms / AI – Automation solutions
that can learn from experience in the same way
as humans do in order to perform complex tasks
But is RPA the real golden bullet
we are looking for?
“But is RPA really the
solution for our
business processes or
is it a hype that people
infect you with?"
HYPE?
SOLUTION?
TOOL?
Or are we still at the
beginning of a journey?
“RPA is here….
Although many
SSC’s
experiment,
there is still a
long road
towards full
adoption"
How do I
select the
right supplier
and what are
the
differences?
Can I
generate the
benefits that
people let me
believe I can
realize?
How can we
market RPA
within our
organization
to get
sufficient
buy-in?
Is RPA a
solution or a
tool that can
help me in
making my
process
optimized?
Are the
current RPA
solutions
already
mature
enough to
provide the
benefit I
expect?
“A large number
of new
innovations are
ready to change
our SSC
landscape as we
know it"
Security / privacy
Big data
Artificial intelligence
Internet of Things
Social Media
Blockchain
Also there is much more then just
RPA
“Of course there
are many benefits
a solid RPA
program can
deliver to grow
and improve your
business"
RPA has its benefits
which everybody tells you
SPEED
QUALITY
PRODUCTIVITY
EASY TO
ADOPT
COMPLIANCE
EFFICIENCY
CUSTOMER
EXPERIENCE
LESS
DEPENDENT OF
RESOURCING
MARKET
LOWER
COST
“There are several
basic attention
areas which
people tell you to
be aware of"
And everybody has its
learning as well
1 Resource availability
3 Documentations
2Benefit tracking
4Standardization
5 IT readiness
“Next to the basic
issues like
process readiness
and organization
acceptance, there
are many less
obvious areas to
consider"
But consultants don’t
always tell you
everything (1-2) 1
The dept of IT involvement:
Think here of architecture, infrastructure
and security. Lack of involvement can lead
to that RPA solutions and related data are
not covered by your disaster recovery plan
2
Change management:
Change management & stakeholder
management is key to ensure the right
expectation setting (RPA is not the golden
egg) & will enable full integration and
benefit realization of the new tooling
3
Controls & checks:
It is crucial to design the right and sufficient
controls and tracking mechanisms to
ensure you are aware what is happening in
a RPA environment where visibility on
process gets less
“Next to the basic
issues like
process readiness
and organization
acceptance, there
are many less
obvious areas to
consider"
But consultants don’t
always tell you
everything (2-2) 4
Governance:
Many companies do not or create
insufficient governance around RPA. Its
critical to create specific Roles &
Responsibilities / Skills for your Centre of
Excellence; Interfaces between RPA and
your business units needs to be designed
5
User access management:
Robot user access management has to be
established (and audited) similar like
resource user access management
6
Legal constraints:
Think here about areas like GDPR (also
robots need to be compliant) and the thin
line between stimulating innovation and
protection of fundamental rights & values.
Also consider here (to be designed) robo
legislation
7
Process cherry picking:
Focus on small pieces of the process
instead of end to end
And process
optimization needs to
be balanced
“For any successful
automation, it is key to
keep the right balance
between automation &
Business Process
Management"
Also the change is often under
estimated
Every Robot is a small mini change management project
It involves a large group of different stakeholders from top management to
operational staff
Automation improvements are not only IT but a real combination of Process,
HR and IT change involving several parts of an organization
Geographic scope is potentially large and varies per automation initiative
Building automation can potentially result in moving activities from one
place to another to facilitate the end-to-end approach
Experience shows that once you start, several stakeholders would like
initiatives that are outside of the pre-determined scope
“Some specific
areas why managing
the change is a key
success factor while
building automation"
And who has the right answer for
the security question?
Significant gaps are still existing in data
security:
• Strong growth in focus on data protection
and security is expected due to:
1. Higher value data due to increased GBS process
complexity and scope
2. GBS will become the custodian of data processes
3. Hacking will become custom, not an exception
4. More awareness about possible security risks
• And perfect audit trails work re-active and
no pro-active
Also the need and
power of data is often
under estimated
“Big data will bring
a revolution into
corporate and
Shared Services
environments and
is the driving force
behind digital
transformation"
• Data is nothing new and is being
gathered all our lives
• What is new is that nowadays we
store, share and manage our lives in
data online
• Digital footprints are left behind on
every step we take and this only will
grow
• The expectation is that in the next 3
years our data storage will raise with
a factor 10!
• Shared service environments more
and more become our data houses
And people forget that
Big data is the center
point of any automation
“Big data will be
the central point
and critical
success factor of
our automation
journey "
BIG
DATA
IOT
Machine
learning
RPA
Artificial
Intelligence
Blockchain
ERP
optimization
People often under
estimate & miss
interpret data
“A solid data
strategy is the key
starting point
which should be
fully integrated in
corporate
strategy"
Key mistakes in approaching data :
• Assuming you have a strong data
strategy, which is unfortunately silo-ed
• Data is not seen as a key strategic asset
of leadership
• It is not about the amount of data you
collect, but about what you want to do
with this data
• Becoming overwhelmed by the
(growing) amount of data and not being
able to distinct need and nice to have
• Not seeing that data will be the key
competitive advantage in the future
• Seeing data as an IT matter; data is about
business long term goals and not about
storage, ownership or data integrity
What steps to take to
have a solid data
strategy (1-2)
“It does not matter
which data you
already HAVE, as
it could very well
NOT be what you
NEED "
1
What are my data needs?
Consider what you really need and do not
be overwhelmed by the amount of data.
Consider how you want to use it, which
purpose and what value it will create
2
How do I collect my data?
Review which internal and external data
sources can provide the required data and
explore the (new) collection methods
3
How do I move from data to insights?
Explore and determine how to apply
analytics to generate the required data
What steps to take to
have a solid data
strategy (1-2)
“It does not matter
which data you
already HAVE, as
it could very well
NOT be what you
NEED "
4
Do I need to invest in technology?
Review which Software and Hardware you
need to invest in to turn data into insights
5
Which competencies do I require?
Determine which competencies you
already have, which need / can be trained
in-house and which external skills you
need
6
What are legal obligations &
restrictions?
Ensure you embed topics like data
ownership, data transferability, data privacy
and data security in your strategy
End to end process
management using
several options
“Robotics &
Automation alone
are not the key to
success; process
improvement
should be looked
at End-to-End with
several options"
Artificial
Intelligence (AI)
Blockchain
Chatbot / Mailbot
Process re-design
Lean / Six sigma
RPA
Big data
Social media
integration
And how do I need to
adopt automation?
“Going through an
automation
program, there are
several important
steps to identify"
Creation of
End-to-End
automation
strategy Opportunity
identification
sessions
Process
readiness &
adaptability
scanning
Opportunity
validation &
design model
IT / System
readiness
investigation
Development of
automation
plan
Development of
Change plan
Pilot
implementation
Roll-out
Automation
plan
Maintain /
Manage (CoE)
Automation
adoption
circle
And what do we
normally overlook or
by-pass?
“But many
companies tend to
forget a few steps
in the cycle”
Creation of
End-to-End
automation
strategy
Process
readiness &
adaptability
scanning
Development of
automation
plan
Development of
Change plan
Roll-out
Automation &
Change plan
Automation
adoption
circle
Process automation is
looked at in silo’s via a
cherry picking
methodology, leaving
your processes un-
optimized
Opportunities are
identified, however not
sufficient focus on
actual implementation
readiness results in fall-
out of opportunities
Due to small
implementations with
less leadership focus
and mainly looking at
only one product (RPA)
an end-to-end plan is
often missing
The change and
adoption of automation
is under estimated,
causing lack in
adoption,
understanding and
unrest
Due to a lack of an end-
to-end plan, automation
opportunities are
implemented very
siloed without linkage to
other initiatives
1
2
3
4
5
So is our current RPA a solution,
tool or hype?
RPA and AI is OVER-hyped and UNDER-explained
The real solution can be found by end to end process focus
Benefits are there, but not as big as people make you believe
There is more then RPA & AI to improve our organization
With a strong mixture of automation, resourcing and people
In my view
For me…. RPA & AI are nice tools in a much bigger landscape that can help you, but it is far from
being the golden solution
Implementation of AI & RPA is often much more complex
Question 1
RPA is the biggest hype in
SSC land nowadays?
True or False?
Question 2
Can RPA be a
stand-alone
Business Process
Management tool
or does it need to
be integrated?
Question 3
RPA and the
resource question
– How can you
engage your
workforce?
Open discussion
Experience sharing of
other automation
tools in end to end
process improvement
Wrap-up
What will be our next
topic?
Questions & Answers
Thank you for your
attendance

RPA: Solution, Tool or Hype?

  • 1.
    SSC Leaders breakfast RPA– Hype, Solution or Tool?
  • 2.
    Introduction of participants Pleasegive a short introduction about yourself • Who are you? • What is your role? • What is your experience with SSC automation? • What would you like to achieve today?
  • 3.
    1995 2000 2005 2009 Saturation in themarkets Big SSC boost 2005-2007 First cross border SSC’s in near shore ERP in the lead 2011 GBS & scalability 1998BPO leads the way 2014 RPA & Automation What is next? 2020The roadmap so far • Shared Services has been on the radar for the last 20+ years • Growth has been booming, GBS is now considered as a top employment area in many developing countries • Clear moves from on  to near  to far shore and back • Strong scope increases resulting in many different areas of activities being seen as target for Shared Services • Strong move from labor arbitrage focus to quality, standardization & automation focus
  • 4.
    Automation & RPAis all around us “Where ever we go we hear RPA as if it is incredible if you are not looking into it"
  • 5.
    Short summary what RPAreally is “RPA is software that runs unattended, working like a virtual employee, sitting on top of legacy applications performing repetitive tasks" RPA – Rule based automation, performing over and over what you teach them (no self learning) Intelligent process automation – Automation that can understand unstructured data, human communication (e.g. voice or email) and draw certain conclusions Cognitive platforms / AI – Automation solutions that can learn from experience in the same way as humans do in order to perform complex tasks
  • 6.
    But is RPAthe real golden bullet we are looking for? “But is RPA really the solution for our business processes or is it a hype that people infect you with?" HYPE? SOLUTION? TOOL?
  • 7.
    Or are westill at the beginning of a journey? “RPA is here…. Although many SSC’s experiment, there is still a long road towards full adoption" How do I select the right supplier and what are the differences? Can I generate the benefits that people let me believe I can realize? How can we market RPA within our organization to get sufficient buy-in? Is RPA a solution or a tool that can help me in making my process optimized? Are the current RPA solutions already mature enough to provide the benefit I expect?
  • 8.
    “A large number ofnew innovations are ready to change our SSC landscape as we know it" Security / privacy Big data Artificial intelligence Internet of Things Social Media Blockchain Also there is much more then just RPA
  • 9.
    “Of course there aremany benefits a solid RPA program can deliver to grow and improve your business" RPA has its benefits which everybody tells you SPEED QUALITY PRODUCTIVITY EASY TO ADOPT COMPLIANCE EFFICIENCY CUSTOMER EXPERIENCE LESS DEPENDENT OF RESOURCING MARKET LOWER COST
  • 10.
    “There are several basicattention areas which people tell you to be aware of" And everybody has its learning as well 1 Resource availability 3 Documentations 2Benefit tracking 4Standardization 5 IT readiness
  • 11.
    “Next to thebasic issues like process readiness and organization acceptance, there are many less obvious areas to consider" But consultants don’t always tell you everything (1-2) 1 The dept of IT involvement: Think here of architecture, infrastructure and security. Lack of involvement can lead to that RPA solutions and related data are not covered by your disaster recovery plan 2 Change management: Change management & stakeholder management is key to ensure the right expectation setting (RPA is not the golden egg) & will enable full integration and benefit realization of the new tooling 3 Controls & checks: It is crucial to design the right and sufficient controls and tracking mechanisms to ensure you are aware what is happening in a RPA environment where visibility on process gets less
  • 12.
    “Next to thebasic issues like process readiness and organization acceptance, there are many less obvious areas to consider" But consultants don’t always tell you everything (2-2) 4 Governance: Many companies do not or create insufficient governance around RPA. Its critical to create specific Roles & Responsibilities / Skills for your Centre of Excellence; Interfaces between RPA and your business units needs to be designed 5 User access management: Robot user access management has to be established (and audited) similar like resource user access management 6 Legal constraints: Think here about areas like GDPR (also robots need to be compliant) and the thin line between stimulating innovation and protection of fundamental rights & values. Also consider here (to be designed) robo legislation 7 Process cherry picking: Focus on small pieces of the process instead of end to end
  • 13.
    And process optimization needsto be balanced “For any successful automation, it is key to keep the right balance between automation & Business Process Management"
  • 14.
    Also the changeis often under estimated Every Robot is a small mini change management project It involves a large group of different stakeholders from top management to operational staff Automation improvements are not only IT but a real combination of Process, HR and IT change involving several parts of an organization Geographic scope is potentially large and varies per automation initiative Building automation can potentially result in moving activities from one place to another to facilitate the end-to-end approach Experience shows that once you start, several stakeholders would like initiatives that are outside of the pre-determined scope “Some specific areas why managing the change is a key success factor while building automation"
  • 15.
    And who hasthe right answer for the security question? Significant gaps are still existing in data security: • Strong growth in focus on data protection and security is expected due to: 1. Higher value data due to increased GBS process complexity and scope 2. GBS will become the custodian of data processes 3. Hacking will become custom, not an exception 4. More awareness about possible security risks • And perfect audit trails work re-active and no pro-active
  • 16.
    Also the needand power of data is often under estimated “Big data will bring a revolution into corporate and Shared Services environments and is the driving force behind digital transformation" • Data is nothing new and is being gathered all our lives • What is new is that nowadays we store, share and manage our lives in data online • Digital footprints are left behind on every step we take and this only will grow • The expectation is that in the next 3 years our data storage will raise with a factor 10! • Shared service environments more and more become our data houses
  • 17.
    And people forgetthat Big data is the center point of any automation “Big data will be the central point and critical success factor of our automation journey " BIG DATA IOT Machine learning RPA Artificial Intelligence Blockchain ERP optimization
  • 18.
    People often under estimate& miss interpret data “A solid data strategy is the key starting point which should be fully integrated in corporate strategy" Key mistakes in approaching data : • Assuming you have a strong data strategy, which is unfortunately silo-ed • Data is not seen as a key strategic asset of leadership • It is not about the amount of data you collect, but about what you want to do with this data • Becoming overwhelmed by the (growing) amount of data and not being able to distinct need and nice to have • Not seeing that data will be the key competitive advantage in the future • Seeing data as an IT matter; data is about business long term goals and not about storage, ownership or data integrity
  • 19.
    What steps totake to have a solid data strategy (1-2) “It does not matter which data you already HAVE, as it could very well NOT be what you NEED " 1 What are my data needs? Consider what you really need and do not be overwhelmed by the amount of data. Consider how you want to use it, which purpose and what value it will create 2 How do I collect my data? Review which internal and external data sources can provide the required data and explore the (new) collection methods 3 How do I move from data to insights? Explore and determine how to apply analytics to generate the required data
  • 20.
    What steps totake to have a solid data strategy (1-2) “It does not matter which data you already HAVE, as it could very well NOT be what you NEED " 4 Do I need to invest in technology? Review which Software and Hardware you need to invest in to turn data into insights 5 Which competencies do I require? Determine which competencies you already have, which need / can be trained in-house and which external skills you need 6 What are legal obligations & restrictions? Ensure you embed topics like data ownership, data transferability, data privacy and data security in your strategy
  • 21.
    End to endprocess management using several options “Robotics & Automation alone are not the key to success; process improvement should be looked at End-to-End with several options" Artificial Intelligence (AI) Blockchain Chatbot / Mailbot Process re-design Lean / Six sigma RPA Big data Social media integration
  • 22.
    And how doI need to adopt automation? “Going through an automation program, there are several important steps to identify" Creation of End-to-End automation strategy Opportunity identification sessions Process readiness & adaptability scanning Opportunity validation & design model IT / System readiness investigation Development of automation plan Development of Change plan Pilot implementation Roll-out Automation plan Maintain / Manage (CoE) Automation adoption circle
  • 23.
    And what dowe normally overlook or by-pass? “But many companies tend to forget a few steps in the cycle” Creation of End-to-End automation strategy Process readiness & adaptability scanning Development of automation plan Development of Change plan Roll-out Automation & Change plan Automation adoption circle Process automation is looked at in silo’s via a cherry picking methodology, leaving your processes un- optimized Opportunities are identified, however not sufficient focus on actual implementation readiness results in fall- out of opportunities Due to small implementations with less leadership focus and mainly looking at only one product (RPA) an end-to-end plan is often missing The change and adoption of automation is under estimated, causing lack in adoption, understanding and unrest Due to a lack of an end- to-end plan, automation opportunities are implemented very siloed without linkage to other initiatives 1 2 3 4 5
  • 24.
    So is ourcurrent RPA a solution, tool or hype? RPA and AI is OVER-hyped and UNDER-explained The real solution can be found by end to end process focus Benefits are there, but not as big as people make you believe There is more then RPA & AI to improve our organization With a strong mixture of automation, resourcing and people In my view For me…. RPA & AI are nice tools in a much bigger landscape that can help you, but it is far from being the golden solution Implementation of AI & RPA is often much more complex
  • 25.
    Question 1 RPA isthe biggest hype in SSC land nowadays? True or False?
  • 26.
    Question 2 Can RPAbe a stand-alone Business Process Management tool or does it need to be integrated?
  • 27.
    Question 3 RPA andthe resource question – How can you engage your workforce?
  • 28.
    Open discussion Experience sharingof other automation tools in end to end process improvement
  • 29.
    Wrap-up What will beour next topic?
  • 30.
  • 31.
    Thank you foryour attendance