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Rochelle’s Web Cast Takeaways
RPA: A Case Study in Financial Services
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!
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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 [email protected]
and we’ll be glad to assist you.
