Rochelle's Web Cast Takeaways: RPA: A Case Study in Financial Services

Rochelle’s Web Cast Takeaways

RPA: A Case Study in Financial Services

Hi there! I’m Rochelle Hood,

your Community Manager for

These are my Key Takeaways from a

members-only web cast that took place on

20 September 2016

RPA: A Case Study in Financial Services

Facilitators:

Ann Delmedico, VP of Change Management, PrudentialPaul McLean, VP of Centralised Business Services, Prudential

Watch the full web cast and download the slides here!

v

BackgroundRobotics Process Automation (RPA) continues to headline many shared services, finance and accounting journals.

Envisioning a direct use case and specifically how to incorporate the technology into your own shared services processes is essential to understanding the benefits.

Background The following are my key takeaways from our group exchange regarding the critical lessons learned when implementing a business-led RPA capability.

1Important to

understand what RPA is and what it is not

– RPA is not for every process

2Avoid “scriptaggedon”

– code once and reuse scripts for easier maintenance and

increased speed to value

3 Creates opportunity to repatriate work that was

outsourced

4Licensing model is

essential to align with how you plan to utilise

the robots and technology

5Ground your key

stakeholder very early, especially Information

Security Group

6 Set up your organisation to have a “test and learn”

mentality

7 Recognise the robots can only go as fast as your

underlying applications

8Important to look at

operational metrics with a new lens when

incorporating a virtual workforce

WANT TO LEARN MORE?

Check out the presentation slides and recorded version of the web cast and look for the icons to

identify tools and lessons learned

ONE LAST THING…

You’ll need your Shared Intelligence login details to watch the web cast.

Can’t find them? No problem. Email info@sharedintelligence.com

and we’ll be glad to assist you.