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RPA in CaptureThe View From An Integrator
The Promise of Intelligent Automation
Digitize and Optimize Operations at scale
• Business processes are essentially algorithms, and the more formalized the process, the easier it is to automate
Understand and Act upon Advanced Insights
• Customer-obsessed firms systematically harness insights across their organization and implement them to create competitive advantage using software
But what if I told you…
…that you could easily
invest hundreds of
thousands in automation
technology and receive
no measurable benefit?
© IBM Corporation 2017
Maax Bath, Inc.:
Document Capture streamlines
sales order processing
Benefits:
• Eliminated duplicates, lost orders and incorrect data being entered into SAP
• Automated sales process to process after hours and speed delivery cycles - Today, the company processes 54 percent of non-EDI orders with zero manual intervention.
• Accurate visibility for order pipeline
“We’ve taken two employees who used to handle manual data entry and re-trained them to work on our customer service team…” - Maax Bath
Case study: http://ibm.co/2f94X9L
© IBM Corporation 2017
New data visibility helps A&F take a proactive approach to audits, which boosts compliance. In regions where it is permitted to go digital, A&F cuts the cost, effort and risk of handling paper
Abercrombie & Fitch:
Document Capture to Automate
Human Resources
“Since introducing Datacap, we’ve been able to proactively identify gaps in our hiring documentation and take immediate action to correct it. As a result, we’ve improved our associate file compliance in each country this solution has been rolled out to, a trend we expect to continue as Datacap is introduced to additional countries.” - A&F
Case study: http://ibm.co/2jXlBdy
“We decided to work with MagicLamp because not only did they possess excellent technical knowledge of the Datacap software, they really understood our business processes as well. We’ve been working very closely with MagicLamp to design and deploy our digital mailroom solution, and consider them to be a true partner.”
Case study:https://www.ibm.com/case-studies/property_and_casualty_insurer
Property and Casualty Insurer:
Digital Mailroom to automate claims
processing
By streamlining access to content and automating processes, the insurance company is empowering claims adjusters to work more quickly and accurately.
Where is RPA in 2018?
According to Forrester, more than half of firms are undertaking digital transformation to better serve customers and using automation technologies to do it.
Challenge Traditional Leadership To Win At Digital Transformation, February 2018
These offerings allow CIOs numerous opportunities to magnify the impact of their digital transformation efforts
Process Optimization Software Artificial Intelligence Physical Robotics Customer self-service
Where is RPA in 2018?
Where is RPA in 2018?
Where is RPA in 2018?
RPA Tools 1
• ANOTHER MONDAY• Geography: Europe• Partners: KPMG, PwC
• AUTOMATION ANYWHERE• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
• BLUE PRISM• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
• KOFAX KAPOW• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
RPA Tools 2
• PEGA• Geography: Europe• Partners: KPMG, PwC
• REDWOOD SOFTWARE• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
• UI PATH• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
• WORKFUSION• Geography: Global• Partners: Many (IBM, EY, ACCENTURE, KPMG, etc.)
What are companies buying?
• Intelligent Agents
• Chatbots
• Investorbots
• Cabots
• “Collaboration” + “Robot”
• Operational Robots
• Customer Facing Robots
• Artificial Intelligence Capabilities
What outcomes are they hoping for?
• Improved Customer Satisfaction
• Process Savings
How will they achieve these outcomes?
• Scale. Design processes on a scale that vastly exceeds what’s possible manually
• Speed. Accelerate business processes to improve customer experiences
• Personalization. Customer-obsessed businesses CIOs are evolving from targeting market segments to targeting people: customers as individual buyers
• More efficient division of labor. Human employees continue to perform rote, predictable tasks that are more suited for robots
• Quality. Removing tasks from humans always reduces error rates
• Security. The same flawed humans who make quality errors also leave the door open for security breaches
OCR IN RPA
• OCR Tools being used • RPA Tools have SOME OCR Integration• Very Little 3rd Party OCR Integration
What Can Be Scanned?
• A Window
• A Zone
• Image From File
• Image From URL
What are the hurdles to RPA success?
• RPA SOFTWARE IS HARD TO DEPLOY & MANAGE
• THERE ARE VERY FEW STANDARDS
• THERE IS A LACK OF GOVERNANCE & SECURITY
• WHAT TYPE OF SOFTWARE TO PROCURE
• WORKSTATION BASED SOLUTIONS
• UNATTENDED SOLUTIONS
• THERE IS NO RPA TOOL BY
• INDUSTRY
• PROCESS TYPE
• CUSTOMER GEOGRAPHY
• LITTLE TO NO FAITH IN THE OCR QUALITY OR CONFIDENCE
Let me spell it out in Black and White:
What are the hurdles to RPA success?
What are Clients Telling Us
• OCR Output is NOT ALWAYS ACCURATE• Unable to Determine How Confident the OCR Result really is• Validation Rules CANNOT be Run During OCR• Business Rules CANNOT be Run During OCR
Takeaway: Clients CANNOT trust the Reliability of the OCR process
How Do We Fix This?
• The Value of Enterprise Imaging & OCR• STP (Straight Through Processing)• PUT ‘Handwriting Detection’ in its proper context• PROMOTE SOLID ARCHITECTURE & DESIGN
• RPA Solutions that WORK because of proper Advanced Imaging Integration
EDUCATE
Clients NEED to understand the capture requirements and how the information is going to be used downstream.
Summary: The quality of the data has a direct impact on the decisions or actions of the RPA robots
Analyze your inbound documents to answer the following questions:• Are there multiple content types?• Do the documents have a binary layer present?• If not, can a conversion process generate the binary layer?• Are pre-processing image enhancements needed?
Troy’s Blog
Analyze your inbound documents to answer the following questions:• Will zonal extraction or full-page OCR will be required?• What existing information can be used to validate extracted data?• Where will human verification be required?
Lastly - organizations need to take a close look at the OCR tools being used to ensure that they can meet the desired outcomes.
https://www.magiclampsoftware.net/if-you-have-rpa-we-have-the-ocr/
Read the full Blog here:
Troy’s Blog
REAL WORLD SCENARIOWhat you’re about to see…
Users begin the process by adding Documents to IBM
FileNet
FileNet Workflow is triggered: creates a JSON
file of Metadata
IBMFileNet
RPA Robot is listening for JSON files from FileNet
RPA Robot consumes the JSON file and places all data into a datasheet
RPA Robot performs a document checkout
from FileNet
RPA
IBM Datacapperforms Page ID and Classification
IBM Datacap performs Content Extraction and
validations
IBM Datacap exports all of the artifacts to an RPA
Robot Service
IBMDatacap
FileNet Workflow places the JSON file onto a shared file
system
Robot sends to Datacapusing MagicLamp’s
Datacap WTM Connector
Phase One
REAL WORLD SCENARIOWhat you’re about to see…
RPA Robot Service consumes data from IBM
Datacap
RPA
ODM Receives the form number from the RPA
Robot
ODM Runs the Form Number against an ODM Decision Table
to determine Next Steps
IBM ODM
RPA Robot then Executes the Next Step. This could be E-mail, Archive, Secure, Print.
RPA Robot performs a full Audit into an Excel
Spreadsheet
RPA
ODM sends the Next Step back to the RPA
Robot
Phase Two
RPA Robot sends the form number to IBM ODM (Operational Decision Manager) to
receive its next instructions
< Insert Video >
REAL WORLD SCENARIO SOLUTION
MagicLamp Software
• IBM Silver Business Partner
• 10+ years
• Focus is on Enterprise Automation
• Provide Full Project and SDLC services
• Successful projects in both multi-national commercial and public sector
• Based in Canada with satellite offices in US and India
• Client base is largely North America
• IBM ECM certifications with focus on automated capture with Datacap
• Portfolio of utilities to extend Datacapcapabilities
MagicLamp Datacap WTM Connector
• Developed for both Automation Anywhere and Blue Prism - UIPath coming soon!
• Datacap renames documents TM0001 etc.• Document title and other meta data may be
required down stream by robots.• WTM keeps the meta data and makes it
available for future use.
