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Robotic Process Automation Introduction and Demonstration Blake A. Treu, JD, CPA October 11, 2018 RPA: Intro and Demo 1 Agenda Presenter Introduction What is Robotic Process Automation (RPA)? How does RPA work? What makes RPA


  1. Robotic Process Automation Introduction and Demonstration Blake A. Treu, JD, CPA October 11, 2018 RPA: Intro and Demo 1

  2. 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 Demo 2

  3. 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 720-391-6665 blake@innovateprofessional.com @taxtechnologist https://www.innovateprofessional.com/blog RPA: Intro and Demo 3

  4. What is Robotic Process Automation (RPA)? RPA: Intro and Demo 4

  5. What is Robotic Process Automation (RPA)? RPA: Intro and Demo 5

  6. 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 Demo 6

  7. How does RPA work? RPA: Intro and Demo 7

  8. How does RPA work? RPA breaks down a process into component logic and tasks: Mouse Movements & Clicks Keyboard Strokes Managing Files Interacting with Applications Querying Databases Processing/Sending E-mail, etc. RPA: Intro and Demo 8

  9. What makes RPA different? RPA: Intro and Demo 9

  10. What makes RPA different? “....Haven’t we seen this before…?” • Require Coding • Limited in Scope • Attended Automations • Difficult to Govern RPA: Intro and Demo 10

  11. 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 Demo 11

  12. What makes RPA different? Virtual Machines Authors Server Bots RPA: Intro and Demo 12

  13. Who are the key competitors in RPA? RPA: Intro and Demo 13

  14. Who are the key competitors in RPA? RPA: Intro and Demo 14

  15. How will RPA transform how we work? RPA: Intro and Demo 15

  16. 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 Demo 16

  17. How will RPA transform how we work? ERP , POS, etc. Excel Integrations Process Manuals EDM Internal Controls Custom Solutions Robotic Process Automation Resource Constraints RPA: Intro and Demo 17

  18. How will RPA transform how we work? The Augmented Workforce 1. Durable: Takes on 1. Engaged: Freed from repetitive, time- demeaning work; consuming workloads focused on high-value, 2. Scaleable: Ramps up meaningful work based on demand 2. Agile: Able to reallocate 3. Accurate: Tasks time to special projects completed free from as needed human error 3. Balanced: Has dinner 4. Highly Available: Able with family; able to to complete tasks 24/7 sleep at night RPA: Intro and Demo 18

  19. RPA: Intro and Demo 19 Source: McKinsey & Company – Memo to the CFO: Get in front of digital finance — or get left back

  20. Demonstration of RPA Automation RPA: Intro and Demo 20

  21. Questions? RPA: Intro and Demo 21

  22. Thank You! RPA: Intro and Demo 22

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