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RPA: Intro and Demo1
Robotic Process AutomationIntroduction and Demonstration
Blake A. Treu, JD, CPAOctober 11, 2018
RPA: Intro and Demo2
Agenda
• Presenter Introduction
• What is Robotic Process Automation (RPA)?
• How does RPA work?
• What makes RPA different?
• Who are the key competitors in RPA?
• How will RPA transform how we work?
• Demonstration of RPA Automation
RPA: Intro and Demo3
Presenter Introduction
Blake A. Treu, JD, CPA
• Sr. Analyst, Tax Technology at PetSmart, Inc.
• Formerly Tax Technology & Data Analytics at EY
• Colorado CPA since 2015
• Specialist in finance process automation/optimization,
data analytics and digital transformation
https://www.innovateprofessional.com/blog
@taxtechnologist
720-391-6665
RPA: Intro and Demo4
What is Robotic Process Automation (RPA)?
5 RPA: Intro and Demo
What is Robotic Process Automation (RPA)?
RPA: Intro and Demo6
What is Robotic Process Automation (RPA)?
RPA is software that mimics a human user’s
interaction with a computer to automate a process.
RPA: Intro and Demo7
How does RPA work?
RPA: Intro and Demo8
How does RPA work?
RPA breaks down a process into component logic and tasks:
Mouse Movements & Clicks Keyboard Strokes
Interacting with Applications Managing Files
Processing/Sending E-mail, etc. Querying Databases
RPA: Intro and Demo9
What makes RPA different?
RPA: Intro and Demo10
What makes RPA different?
“....Haven’t we seen this before…?”
• Require Coding
• Limited in Scope
• Attended Automations
• Difficult to Govern
RPA: Intro and Demo11
What makes RPA different?
RPA Automation is…
1. Code-free
2. Unattended
3. Monitored, Auditable and Governed
4. A bridge to fully integrated use of AI, OCR, NLP
RPA: Intro and Demo12
What makes RPA different?
Virtual Machines
Authors Server Bots
RPA: Intro and Demo13
Who are the key competitors in RPA?
RPA: Intro and Demo14
Who are the key competitors in RPA?
RPA: Intro and Demo15
How will RPA transform how we work?
RPA: Intro and Demo16
How will RPA transform how we work?
“RPA takes the robot out of the human.”
“Work is more human when employees are freed from repetitive low-value tasks to concentrate on higher-value
creative and strategic elements of their jobs.”
Sources: McKinsey & Company – The Next Acronym You Need to Know About: RPA;
Automation Anywhere – The Augmented Human Enterprise
RPA: Intro and Demo17
How will RPA transform how we work?
ERP, POS, etc.
Integrations
EDM
Custom Solutions
Excel
Process Manuals
Internal Controls
Robotic Process Automation
Resource
Constraints
RPA: Intro and Demo18
1. Durable: Takes on
repetitive, time-
consuming workloads
2. Scaleable: Ramps up
based on demand
3. Accurate: Tasks
completed free from
human error
4. Highly Available: Able
to complete tasks 24/7
How will RPA transform how we work?
The Augmented Workforce
1. Engaged: Freed from
demeaning work;
focused on high-value,
meaningful work
2. Agile: Able to reallocate
time to special projects
as needed
3. Balanced: Has dinner
with family; able to
sleep at night
19 RPA: Intro and DemoSource: McKinsey & Company – Memo to the CFO: Get in front of digital finance—or get left back
RPA: Intro and Demo20
Demonstration of RPA Automation
RPA: Intro and Demo21
Questions?
RPA: Intro and Demo22
Thank You!