BRICKENDON ROBOTIC PROCESS AUTOMATION Readiness and Implementation

BRICKENDON

2

ROBOTIC PROCESS AUTOMATION (RPA)

RPA is a Process Automation Platform at the forefront of computer technology, which provides businesses with a virtual workforce that is set up to connect with an organisation’s systems in the same way as its existing users. RPA improves efficiency and increases productivity and accuracy, while reducing cost and overall operational risk.

TECHNOLOGY AGNOSTIC

Works with every technology from the

UI layer

SCALABLE

Process modules are reusable across the organisation. Additional bots can be

deployed to meet growing business needs

REGULATORY AND COMPLIANCE

Everything that is performed is recorded, every step

is traceable

INTEGRATION

Runs on existing infrastructure

FAST IMPLEMENTATION

Can be implemented by anyone who knows how to

apply basic logic

DIVERSE

Can be applied to any business process – front,

middle, and back office with a single solution

3

ROBOTIC PROCESS AUTOMATION (RPA)

• Cost: continuous pressure to bring down operational and overhead cost while keeping up with the organisation’s growth

• Flexibility and Scalability: inability of current business models to easily scale to meet business needs on demand

• Quality: manual processes lead to a high error rate

• Throughput: maximising productivity without adding headcount

• Compliance: maintaining regulatory compliance

• Customer satisfaction: meeting and exceeding customer expectations of high quality and efficiency

• Improve service and quality at marginal cost

• Free-up resources and realign them to focus on more business critical areas, maximising business impact

• Increase capacity at marginal cost by deploying a virtual workforce (bots) on demand to meet organisational needs

• Eliminate human error by adhering to scripted executions

• Decrease cycle time and increase throughput by running RPA software 24-7, 365 days a year

• Leverage the system activity data captures to meet regulatory compliance requirements.

• Improve customer experience as a result of shorter cycle times and increased accuracy – improve customer experience to expand customer base

Industry Challenges RPA Opportunities

4

RPA IMPLEMENTATION CHALLENGES

Brickendon’s Solution is an end-to-end programme designed to help organisations target and

capitalise on the opportunities RPA technology affords while managing

any potential risks

MANAGING CHANGE

Understanding process changes, embracing RPA adoption at the organisation level and providing resource development & training

CHAOTIC UNDOCUMENTED

PROCESSES

Existing processes are undocumented, error-prone

and inefficient

SELECTING THE RIGHT RPA VENDOR

Analysing the vendor sourcing options and

pricing models

DEVELOPING A STRATEGIC LAUNCH PLAN FOR RPA

Defining a broad strategy plan that will meet organisational

needs with minimum disruption to the business

CREATING THE BUSINESS CASE FOR RPA

IMPLEMENTATION

Assessing the feasibility of implementing RPA as a strategic

tool in the organisation

5

THE BRICKENDON SOLUTION:

Brickendon’s approach is based on effective management of the process, people and organisational change that accompanies RPA implementation, achieving optimal benefits, seamless sustainable technology integration, and stakeholder buy-in and collaboration.

STRATEGY AND ADVISORY

DEVELOPMENT

MANAGEMENT

DELIVERY PROGRAMME Governance structure

focused on stakeholder inclusion and effective change management, aligned with business

innovation and IT leaders

ORGANISATION AND STAFFING

Develop RPA talent enabling process changes that are

aligned for long-term business growth

ORGANISATION AND STAFFING

Continuously identify new opportunities to embed RPA into a business process from

the start of the project

TEAM DELIVERY MODEL AND ALIGNMENT

Aligns ownership and responsibility, bringing

together expertise facilitating collaboration between IT

and Business

DOCUMENTATION AND STANDARDISATION

Document a process map of the current state, capturing

all the complexity and improvement opportunities

CONTINUOUS MEASURED BENEFITS Progress dashboards and executive summaries for

management-level reporting

CANDIDATE FEASIBILITY ASSESSMENT MODEL Brickendon RPA Feasibility

Model assesses the cost benefit and prioritises implementation to maximise business impact

and deliver value

OPTIMISATION OF EXISTING PROCESSES

Work with process owners to refine the existing processes,

improving efficiency, eliminating process waste

and ensuring continuity and consistency of output

RPA INSTITUTIONALISEDInstitutionalise a virtual

workforce in the organisation, moving

from short-term benefits to a strategic tool deeply

embedded in the company’s enterprise capability

CHANGE MANAGEMENT

Plan encompassing process, resource skills and requirements, and

organisational changes to streamline RPA integration

PROOF OF CONCEPT IMPLEMENTATION Develop and test the

implementation, validating the business case, assessing

the RPA integration and laying the foundation for

institutionalising RPA at the organisational level

VENDOR SELECTION Model assesses sourcing

options and pricing models based on current and future

organisational needs

6

BUSINESS PROCESS ENGINEERING

Business Process Engineering is a systematic approach to defining, specifying, and managing business processes. It involves, determining and establishing business user expectations and system specifications, including the constraints under which it operates.

ANALYSIS AND DOCUMENTATIONUser stories, scope

definition, and business process modeling

VERIFICATION AND VALIDATION

Peer-reviews, walkthroughs, and

demonstrations

MANAGEMENT AND BUILDOUTDefine order of

business priorities for each candidate in the automation pipeline

BUSINESS PROCESS ELICITATION

Workshops, interviews, brainstorming,

system archeology and field observation

BUSINESS PROCESS ENGINEERING BUSINESS PROCESS CHARACTERISTICS

NEEDEDfulfils a particular

objective as its removal will create

a deficiency

UNAMBIGUOUS represents a single thought and one

interpretation

OPTIMISED removes

redundancy and maximises e�ciency

VERIFIABLEdemonstrable by simulation and

inspection methods

ATTAINABLErealistic and

achievable within the business

model

COMPLETEstates all correct and necessary

information mentioned in one

place

7

USE CASES

RPA technology adds value for clients who have manual, high-volume, repetitive, standardised, rule-based processes involving structured data

CLIENT USER ONBOARDING AND PERMISSIONING

COMPLIANCE AND CONTRACTUAL MONITORING

LEI DATA EXTRACTION, COLLECTION AND DISTRIBUTION

BUSINESS CHALLENGE

BUSINESS CHALLENGE

BUSINESS CHALLENGE

Create user in client

onboarding system

Look-up user to confirm

entitlements

Gather client-user list from various systems

Update Sensitive Personal

Information (SPI)

Verify user documents

Standardise data to excel

format

Grant roles and

entitlement

Validate document signature

Extract client-user specific LEI

data

Assign account

mappings

Generate reports for non-

compliant accounts

Validate LEI information

against master

repository

Complete three level approval process

Disseminate reports

based on rules engine

Generate report for

unprocessed records

Update internal

reporting systems

Send notifications to personnel for manual intervention

Email completion

reports

8

BENEFITS

RESOURCE EFFICIENCY

Significantly quicker process than the traditional approach

COST MANAGEMENT

Allows for low-cost resource augmentation based on growing business demands

IMPROVED OUTPUT QUALITY

Minimises human error and avoids rework

COMPLIANCE

Provides comprehensive audit trails via front-end automation mimicking user actions

IMPROVED CUSTOMER EXPERIENCE

Shorter cycle times and increased quality automatically lead to improved customer experience, indirectly building business growth opportunities with existing and new customers

FLEXIBLE AND SCALABLE

Provides capability to easily increase or decrease the number of bots handling business processes

1 2 3

1 2 3

1 2 3

1 2 3

1 2 3

1 2 3

BRICKENDON

For more information, call us on

UK +44 203 693 2605

US +1-646-741-9149

or email us at info@brickendon.com

© 2017 Brickendon Consulting Limited. All rights reserved. In the absence of specific statements to the contrary, copyright for this solution paper vests in Brickendon Consulting Limited. Brickendon grants permission for the browsing of this material and for the printing of one copy per person for personal reference only. The express permission of the copyright holder must be obtained for any other use of this material. This publication has been prepared only as a guide. No responsibility can be accepted by us for loss occasioned to any person acting or refraining from acting as a result of any material in this publication.