Robotic Process Automation | Blue Prism

What is Robotic Process Automation (RPA)

RPA enables companies to easily automate repetitive, redundant and mundane tasks in order to free up employees to perform higher value work. RPA is a rapidly growing form of business process automation (BPM) technology based on the notion of software robots or artificial intelligence (AI) workers. These workers can also be referred to as digital labor. These tools automate interactions with the GUI, and often do so by repeating a set of demonstration actions performed by a user.

How RPA Works?

RPA bots replicate the actions of humans interacting with user interfaces, without making changes to existing interfaces or making manual errors. This significantly increases efficiency of the system to perform high volume work with zero margin for errors.

Software Robots are similar to physical robots


Physical Robots	Software Robots
Perform repetitive physical tasks Example:► Pick eight chocolates from the assembly line ► Assemble a finished box of chocolates	Perform repetitive software tasks Example:► Log in to four different systems Navigate legacy screens to retrieve data ► Use data to open a new account in the system of record

Benefits of RPA

Benefits of RPA

Accelerate Time to Value

Create, test and deliver new automation in days or weeks

Reduce Human Error

Eliminate copy/paste mistakes introduced by swivel chair integration

Increase Throughput

Fulfill automated tasks in seconds or minutes, round the clock

Decrease Development Costs

Develop automation quickly with simple record/playback functions

About Blue Prism

Blue Prism coined the term Robotic Process Automation. The software platform enables business operations to be agile and cost-effective through rapid automation of manual, rules-based, back office administrative processes. This helps them reduce cost and improve accuracy by creating a “digital workforce”

Why choose Blue Prism?

Surface Automation Accelerate: Automations that Intelligently Automate via Thin Clients
Enabling a Unified Workforce: Via a customized Digital front end to robotics, powered by Trust Portal
Multilingual User Interface: Ease of Use with Multilingual UIs (Starting with Japanese)
Unprecedented Insight: New published dashboards offer unprecedented insight by packaging and externalizing analytics data for visibility within 3rd party tools
Multi-Team Environments: Segregate User Access to Object, Process or Resource Groups to Further Ensure Compliance
Enterprise-wide Password Vaults: A choice of credential vault – now supporting Credential Management in CyberArk
Veracode Verified: Committed to delivering secure code to help organizations reduce the risk of security breaches.
Improved Control Room: Ease of Use with Multilingual UIs (Starting with Japanese)
Cloud & AI Enablement: Reference Architectures for Azure Clouds and AWS
Native Support for Google Chrome: Directly automate Chrome in a purpose-built solution.

How Blue Prism and Tangentia can help you

Tangentia and Blue Prism to help organizations leverage Robotic Process Automation to Drive Digital Transformation. Tangentia offers the following services using Blue Prism:

Helping you with build Center of Excellence (COE)
Rent, lease or buy bots from our Bot Repository
Software Reselling and provide you with Professional Services
Provide Bot maintenance, monitoring, support and enhancement straight from our Bot Operations Center
Training on how to leverage RPA for your industry sector
Staffing solution to augment your RPA project teams
Tangentia has certified ROM architects available to set up and deliver ROM model
Robotic Operating Model (ROM®) is a repeatable methodology for implementing a Digital Workforce at scale – with 7 key pillars that make up this fundamental model for a smooth implementation. And to deliver this ROM® effectively, there is a need for right skills, right people and right roles within the organization.
There are 7 Foundations of the Robotic Operating Model:
- Vision – Identifying the expected business benefits and outlining how these align to corporate strategy.
- Organization – Defining the organizational design that best supports delivery of the RPA capability and aligns with corporate strategy and culture.
- Governance & Pipeline – Defining a method to select the best processes for the RPA pipeline, to ensure the business realizes the benefit of its investment.
- Delivery Methodology – Defining the optimal delivery strategy and embedding policies for rapid and efficient delivery of Blue Prism processes in a structured, controlled and repeatable manner.
- Service Model – Setting up the engagement model required to support operational processes while defining the management, reporting, scheduling and referral handling processes for business as usual.
- People – Defining the roles and responsibilities, supporting the selection of candidates for all roles and defining training/mentoring approach for the Blue Prism delivery and support teams.
- Technology – Defining a highly scalable and maintainable technical architecture and associated strategies to ensure the environment is being set up to allow maximum business benefit.

Industrial Use Cases

Insurance

Claims Processing and Administration
Report Automation
Updating User Info
Prioritize and Assign Claims
Adjudication Process
Audit Management
Enrolment & Eligibility
Data Integration Billing
Medicare Billing & Compliance
Data Transfer claims
Processing Eligibility
Verification Mass Data
P&C Claims
Provider Updates
Insurance Coverage & Policies
Reconciliation
New Premium Processes

F & A

Financial Claim processing
Financial Planning & Analysis
Record to Report
Tax Services
Financial Claim processing
Financial Planning & Analysis
Tax Service

Banking

Verification / Auditing Process
Bank Reconciliation
Compliance Processing
Customer Account Management
New Application Processing – Bank / Credit Cards
Data Migration Between apps
Audit Trail
Statement and Reporting
Loan Processing
Payment Cancellation
Credit Decision

Supply Chain

Order Prioritization
Master data
Invoice verification
Receipt confirmation
Scheduling processes
Reporting
Production Information capture
Inbound processing
Inventory management processes
Pricing management
Billing
Freight costing

HR / Payroll

Maintaining Master Data
Offer Letter Processing
Onboarding and Exit
Appraisal-updating process / Change Payroll Status
Position Management
Reporting Line Change
Superannuation
Payment Summaries
Employment Type Updates
Service Desk Reports
Distribution
Leave Amendments

F & A

Order to Cash / AR
Credit Analysis and Processing
Sales Order Processing
Customer Master Data Management
Order Entry
Reports by segments (performance, geography, Inventory network Integration)
Procure to Pay /AP
3 Way Match
Purchase Order issuance and Invoice Receipt
Vendor Master
Payment Process
Duplicate Payment Tracking

F & A

Record to Report
Monthly close process
Financial Consolidations
Financial Statements
General Ledger functions
Journal entry processing
Inter-company accounting and account reconciliations
Fixed assets and project
Cost and Inventory accounting

How we select the best candidate for RPA


High Volume	Repetitive Tasks	Manual Data Entry


Multiple Legacy Systems	Logic & Rules Based Processes	High FTE Required

Our Robotic Process Automation (RPA) Journey

Tangentia RPA PoC Journey

Prepare & Engage

Key Activities

Collaborate with stakeholders to identify and assist in identifying the candidates of RPA PoC.
Engage process owners via discovery workshop to confirm scope of PoC (assuming prior engagement to this point)
Prepare base infrastructure to host the RPA application.
Install the RPA tool in single environment.
Set up system access and credentials

Deliverables

RPA tool installed in your environment
Document containing the list of RPA processes for PoC

Select, Analyze & Build

Key Activities

Select and confirm 1 process for PoC.
Conduct workshop for documenting current state process via existing documentation and job shadowing.
Meet with process owners or stakeholders to explain what will be done in the PoC
Confirm the objectives of the PoC and “success” criteria
Build PoC

Deliverables

Selected process/ Processes
Confirmed objectives and success criteria
Process definition document

Build & Test

Key Activities

Continue Building PoC
Test PoC with test data
Record a “before and after” to communicate the concept to larger audience.

Deliverables

Working proof of concept

Demo, Document & Plan

Key Activities

Demo the PoC to stakeholders
Document key learnings, point of view on key questions and next steps
Document Requirements to move RPA bots into other environment

Deliverables

Workshop demo of PoC
Walkthrough of how RPA solution has worked and interacted with other applications
Document of key learnings

Tangentia RPA PoC to Pilot Journey

Planning & Setup

Key Activities

Preparing the test environment
Preparing the production environment
Migrate the PoC to test environment and testing
Identifying 5 additional processes to be automated for Pilot phase and define priority of each.

Deliverables

Test environment ready
Production environment ready
Additional processes PDD
Test cases results of

4 Weekly Sprints

Key Activities

Adopting Agile Methodology to deliver each process in weekly.
Gather Requirement of each process weekly.
Build Bots in Dev.
Migrating Bots from Dev to Test.

Deliverables

Weekly Bots for each process.
Bots on Dev and Test environment.

Test & UAT

Key Activities

Document Test Cases
Define the Cut-off time and as-is processes defined for Pilot

Deliverables

Test Case document
User Acceptance and Signoff
Cut of dates defined

Go Live

Key Activities

Migrate the bots to production.
Monitor Bots for performance and effectiveness.
Troubleshooting and maintenance.

Deliverables

Bots on Production environment

Post Go Live

Key Activities

Training of Bot Administrator
Post Go Live Support such as maintenance and operations
Lessons Learned documentation
Discuss CoE and Enterprise Scale-up

Deliverables

Training Manual
Support of Bots
Lessons Learnt document

Tangentia RPA Pilot to CoE to Enterprise Scale-up

CoE Planning and Setup

Key Activities

Identify the processes to be automated
Assist in building Internal Automation Team

Deliverables

Identified Processes and their PDD
Identify the key Automation Stakeholders

CoE Initial build

Key Activities

Assist in building your Center of Excellence (CoE)
Assist in training and hiring for your CoE such as Business Analyst, developer and administrators.
Setting up of further environments and conducting knowledge transfer of PoC and Pilot developments.
Embedding best practices to CoE

Deliverables

Developed Bots for each process.
Center of Excellence (CoE) model
Defined designations and responsibilities
Bots test cases and reports

CoE Growth & Enterprise Scale-up

Key Activities

Incorporate process maturity model (PMM)
Assist in ROI and complexity calculator
Gather requirements for each bots
Build and Test Bots using Agile methodology.
Migrate Bots developed in this journey from Devà Testà Prod

We at Tangentia believe in a healthy balance of work and fun. Listen to The Office Robot Song by Mark Latimer , process automation executive and front man of our official band

About Tangentia

Tangentia is a global boutique IT consulting firm specializing in Automation, AI, EDI, Digital and Enterprise Security. We are proudly Canadian with headquarters in Toronto and have offices in US (NY) and India (Goa). Our associates and ecosystem partners operate in 30+ countries adopting a “Think Global, act Local “approach.