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RPA and Mendix Iain MacDonald / Commercial Director / AuraQ Arthur Goujon / Head of Digital / AuraQ

RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

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Page 1: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

RPA and MendixIain MacDonald / Commercial Director / AuraQArthur Goujon / Head of Digital / AuraQ

Page 2: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

1 2 3Benefits and challenges of RPA

Combining RPA and Mendix Getting your pre-robotics right

Agenda

4Use case

Page 3: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

AuraQ

ProcessImprove performance

and increase agility with business process solutions built around unique requirements

APP DeliveryRapidly build, integrate and

deploy web and mobile applications capable of

delivering ROI in a matter days

ContentManage and

govern content effectively, from creation through to archiving and

disposition

RPAAutomate high

volume repetitive tasks, close process gaps and improve integration with robotic process

automation

Page 4: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

What is RPA?

Ø lowering error rates Ø reducing costs, Ø reducing turnaround timeØ improving serviceØ improving compliance

The many shapes of RPA

“RPA is forecasted to become a USD $5 billion market globally by 2020, growing by 60% annually.”

https://dupress.deloitte.com/dup-us-en/focus/signals-for-strategists/cognitive-enterprise-robotic-process-automation.html

“Automation of tasks through graphical user interface”

“Building a virtual workforce”

2000 2019

Screen scraping Workflow automation Artificial intelligence

Fraud detection

OCR

Identifying patterns

Learning and adapting

Data entry / capture Natural language processing

Machine learning

Cognitive RPA

Virtual environmentsAttended RPA

Unattended RPA

scalability

Page 5: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Traditional RPA scope limitation

RPA comfort zoneLegacy system / mainframe integration

High volume, repetitive tasks Processes that require no knowledge input

Data available in standardized digital form

Complex processesRequiring judgement and appreciation

Large number of exceptions

Data not available in standardized digital form Data comes from a multiplicity of party in un-structured or

semi-structured way (invoices, PO, etc.)

Low frequency scenariosThe process is too rare to be worth investing in automation

Page 6: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Traditional RPA challenges

Cost of implementation

Defining processes

Speed of implementation

Ethical

Data consistency is the single most important limitation we have observed

in RPA projects

Data consistency

Page 7: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

RPA and Mendix are complementary

Mendix application layer Business processes, user interfaces, mobile apps

Other data source (emails, docs, etc.)

Legacy system of record

Legacy system of record

RPA

Non-invasive integration

APIs

APIs

Mendix + RPAIn the context of Mendix projects, where integration with legacy system is not possible, non-invasive integration can be done through RPA

RPA + MendixWhere RPA requires a hybrid approach with some human intervention, Mendix can be used for exception management

Mendix instead of RPAFor many use cases, Mendix can actually entirely replace RPA solutionsØ Increase speed of delivery Ø No RPA skills required, leverage

existing skills

Page 8: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Example: an insurance claim

RPA: MOT check, policy check> case management system updated 2

Mendix: case management workflow, decision 3

claim form submitted 01

Page 9: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

The importance of pre-robotics

• Standardise and consolidate inbound data

• RPA tools rely on clean, validated data

• Impact on required number of Bots > complexity, length and cost

Page 10: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

TrajeQt: pre-robotics powered by Mendix

Receive: capture data from any source (web integration, email, attachment, document upload). Text image is converted to readable text through OCR (optical character recognition) if necessary.

Validate: qualifies and validates the data received against configurable templates. Users can define those templates easily for each new type of document .

Standardise: all related data is then presented in a single standard format, as configured for the target organization. It is ready to be consumed for anyfurther processes: reporting, journal posting, approval workflow, and full Robotic Process Automation.

Page 11: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

TrajeQt: benefits

Mendix application layer Business processes, user interfaces, mobile apps

Other data source (emails, docs, etc.)

Legacy system of record

Legacy system of record

RPA

Non-invasive integration

APIs

APIsTrajeQt

Semi-structured content

Structured data

Structured data

Page 12: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Demo

Page 13: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

CASE STUDY

£3.28 billionREVENUE AND ONE OF EUROPES LARGEST FOOD MANUFACTURER’S

2SFG employs more than 23,000 colleagues worldwide across 42 sites.

ManualLabour intensive, manual data

capture processes

ConsolidationInability to

standardise data

DataHuge volumes of data

received daily

RPAInability to support RPA initiatives due to

unstructured information

VisibilityLimited visibility of throughput

and processing

Page 14: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

“If we didn’t have a means by which to standardise data then

the whole project would have never got off the ground”

Solution

2 Sisters Food Group

INGESTION OF EMAILUnstructured information is captured.

DATA VALIDATION AND STANDARDISATIONData validation & standardisation is performed on ALL documents.

EXCEPTION HANDLINGExceptions are identified at the earliest opportunity.

DISPARATE ERP SYSTEMS UPDATEDFour separate ERP systems are now updated by the RPA solution.

Automation of complete end-to-end journey

DOCUMENT PARSINGInformation is parsed, formatted data is then consumed by the robots.

Page 15: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Benefits Realisation

AUTOMATION

97%

100% manual processing to 97% automated

EFFICIENCY

40%

Quality of data has improved substantially with 40%

estimated efficiency gains

COST SAVINGS

£250k

Approx. £250k saved per annum

TOUCHLESS

Currently 89% touchless and improving

89%

APPLICATION DELIVERED IN 6 WEEKS

Page 16: RPA and Mendix€¦ · INGESTION OF EMAIL Unstructured information is captured. DATA VALIDATION AND STANDARDISATION Data validation & standardisation is performed on ALL documents

Questions, ideas?