WELCOME San Francisco Bay Area Local Chapter Meeting March 15, 2017
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
Today’s Meeting Agenda11:30 – 12:00• Registration/Networking/Lunch • Introductions
12:00 – 1:30• Announcements
• Keynote - The Future of Artificial Intelligence in IT: Using Machine Learning to Drive Automation for Process Improvement
• Case Study – Larry Motsenbocker - Fujitsu• Raffle Drawing
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https://goo.gl/iClK4u Today’s Speaker
Dan TurchinCo-founder and
Chief Product Officer of Neva
goo.gl/goPrf2
Thank you Our Meeting Location Hosts Synopsys and Ellie MaeOur Meeting Sponsor
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
Introductions• Connect with 2 or 3 people who are “new to you”
– Find out their answers to the following questions: • 1 – Their name
• 2 – Company
• 3 – Functional Title (what they do)
• 4 – Number of years they have worked in IT
• 5 – Find three things you have in common - For instance you all like the beach
• Connect with another group and share the things you have in common
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
• Each year, HDI works jointly with the local chapters to identify and award the highest honors in the technical service and support profession.
• Nominations open in August
• The SFHDI chapter winners compete with their peers regionally to represent at the HDI Annual Conference & Expo
• An exclusive membership benefit
– Analyst of the Year
– Desktop Support Technician of the Year
Let’s Celebrate our Award Winners!
http://ThinkHDI.com/IndustryAwards
HDI's premier award sponsor
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
2016 SFHDI Award WinnersAnalyst of the Year
Paul MakLinkedIn
Desktop Support Technician of the Year
Luis TorresSynopsys
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
OUR
LOCAL CHAPTER DISCOUNT
**Additional $200 Off**
HDI17SFUSE PROMO CODE
at
HDIConference.com
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
San Francisco Bay Area HDI Board of Directors
VP Communications
Cathy Miller (LinkedIn)VP Programs
Rob Matheson (Excell)VP Vendor Sponsorships
Josh Furr (LinkedIn)
VP Membership
James Hagan (LinkedIn)Co-VP Finance
Nenita Rozzi Bren Hanson (Exchange Bank)
Past President/Chapter Advisor
Larry Motsenbocker (Fujitsu)
President
Terri Oropeza (Synopsys)
Members at Large - Leadership Council
Dawn Dunn (Wilson Sonsini Goodrich & Rosati
Hillary Hernandez (Robert Half Technology)
Karen Whitcomb (Ellie Mae)
Join Us!Help us grow the SF Bay Area Chapter
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
ThinkHDI.com/[email protected]
800-248-5667
“I have become part of something that is closer than a community, I have become part of a family.”— Dewayne Dillard, Sr. Help Desk Technician, WexnerMedical Center at The Ohio State University
Hot content. Cutting edge research. Event and training discounts.
The Most Passionate Community in Tech Support
“HDI cares about and celebrates the success of every member of our community. Together we arestronger.” —Yvonne Harrison, Director Consulting Services, CGI
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
HDI Members:Now More Connected Than Ever
Connect and collaborate with professionals who share your goals and challenges
Only at HDIConnect! Connect.ThinkHDI.com
Gain exclusive access to the best industry resources—hand-picked by experts and practitioners
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
HDI Training Experience | Phoenix, AZ | March 20-24The HDI Training Experience features four job- and skill-specific certification training courses over five days of learning and networking. Big discounts available. Learn more.
Upcoming HDI Leadership Forums• Live at HDI 2017 in Washington, DC- May 9-12 • Napa, CA- June 19-22 Executive and Healthcare Provider Forums• Find out more at forums.thinkhdi.com
HDI 2017 Early Bird Deadline is March 17Don’t miss your last chance to save on the HDI 2017 Conference & Expo. You’ll get $200 off your conference pass and HDI member save an extra $200! Register now and save.
What’s Hot at HDI
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
Upcoming Meetings and Events• Webinar - Mar 30, 2017 – 10 am
– The Pursuit of Award-Winning Service Improvement: A Case Study from CGI Federal
• April 6 – Sacramento HDI Big Event One Day Conference
• April 28 – Authentic Leadership with Julie Mohr– Live Meeting – Ellie Mae, Pleasanton– Multicast – SF and Palo Alto - WSJR
• May 9-12, 2017 HDI Annual Conference– Connecting the World of Technical Support
• Gaylord National | Washington, D.C.• The most comprehensive four-day event covering all aspects
of the technical support industry
• June 7 - TBD Local Chapter Meeting• Summer 2017 – SFHDI Tech Taps
– Locations in SF, South Bay and East Bay To Be Announced
WHERE TECHNICAL SUPPORT PROFESSIONALS BELONG
Get Social Us With Mention us today:#SFHDI
Join us on LinkedIn:www.linkedin.com/groups/123224
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Follow us:Twitter @sfhdi
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight PresentationInsight’s Tagline Would Go Here Insight Presentation
HDI Presentation 3/15/2017Mandy Wolfe & Tim Hogan
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight Presentation
• Global provider of HW, SW and Services
• Founded in 1988
• Headquartered in Tempe, AZ USA
• 5,400+ teammates worldwide
• Operations in 22 countries
• Transacts in 15 languages and 14 currencies
• Partnerships with 5,000 manufactures
• $5.5 billion in revenue in 2016
• Serving 80% of Global Fortune 500
• Currently 474 on the Fortune 500
• 2,300+ product and industry certifications
• 1,000+ Services professionals
17
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight Presentation
Help businesses run smarter with intelligent technology
Imaging and asset tagging
Customer owned inventory and hot swap program
Data migration
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight Presentation
Traditional end-user model
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight Presentation
Modern end-user model
End users Transformation
Knowledge
Management
Social
Peer2
Peer
IT
Process
Automation
Script
Pulls
KM
Search
Self
Service
Portal
VendingSSO &
PW
Reset
Chat
Patch/
Script
Push
Onsite
Techs
Warranty
OEM/Post
Walk Up
ServicesLockers Mobility
Depot/
NRC
LOB &
Shadow IT
Support
Thought
Leadership
Enterprise
Apps
Productivity
Remote
Tools
Email,
Phone,
Web
Insight Proprietary & Confidential. Do Not Copy or Distribute. © 2015 Insight Direct USA, Inc. All Rights Reserved.Insight Presentation
Thank You!
23 © 2017 FUJITSU
Non-disruptive automation
Works by using rather than replacing existing systems
Removes repetitive, mundane, low value or very manual tasks if they have
Structured workflow
Clear decision parameters/logic (if x then y, otherwise z)
Requirement for effort removal, high degree of consistency, 24/7 operations, removal of human error
Delivering consistent and efficient process operation
Virtual Robot Workers – Interacting with systems as a user would
Only requires standard systems access – No expensive integrations
Simple visual design and build
No programming skills
• Reduced cost of setup – Shorter time to production
If you could teach someone else to do it, you can likely automate it
What is Robotic Process Automation?
24 © 2017 FUJITSU
Assume an Average Daily Volume of 600 tickets needing human intervention
The current process takes an average of four minutes per alert (2400 minutes total)
Assume each FTE has an output of 6.5 hours per day (390 minutes)
Total of 6 FTE required to complete activity
Internal – Automation of NOC alerts
25 © 2017 FUJITSU
Retail Sector – Automation of Base Ticket Audits
The Customer
The Challenge
The Benefits
National Retail Store
Provides increased coaching opportunities to
the Supporting Group, leading to higher
overall accuracy in these types of escalations.
Reduction in potential SLA violation for
unnecessary or erroneous parts ordering.
Near real time tracking of the feed from Oracle
to customer based systems, which also
reduces potential financial risk.
Time reallocation from searching for and
locating mistakes, concerns or areas of
improvement to proactively processing the
mistakes and concerns within the team.
Automating Base Ticket audits for Dispatch
Queues: WebFujitsu, Webblackbox,
Webcrosscomm, Tyco. Ticket queues: MK
Queues: Depot, Depot WIP Depot hold, WMI
Depot, WMI Depot Hold as well as CAP
requests.
Digital worker is provided a CSV export of Tech Dispatch / Markdown escalation data
Digital worker loads the data into the automation tool.
Digital worker reads the ticket data for required escalation information.
Digital worker notates missing information and compiles ‘Good’ escalations and
‘Exceptions’
Digital worker provides both datasets upon completion
Design Thinking:
Automation frees up Supporting Group
from verifying accuracy, allowing for
more coaching opportunities per month
and an overall increase in accuracy.
The processes is easily adaptable to
other types of tickets.
Technologies:
Microsoft Excel
RPA HTTP post to WebService API
LAMP stack reporting site
Google charts API graphing features
Ticket Data is sent
to Digital worker
Digital worker
verifies data
Data is sent back
to Supporting
Group
26 © 2017 FUJITSU
Retail Sector – Time and Attendance Validation
The Customer
The Challenge
The Benefits
Summary of Automation
Digital Worker extracts timecard data from timecard system and login data from ACD
system
Digital Worker compares timecard data to login data, adjusting for time zones,
holidays, etc.
Digital Worker generates formatted report and provides via email or web page
download
Digital Worker alerts team management for defined criteria and anomalies
Digital Worker monitors anomalies for human resolution and re-applies exceptions to
report
National department store
Reduce team management time on
timecard validation equating to 0.233
FTEs
Automatic adjustments for daylight
savings, holidays, time zones, and
overtime
Parameters based process controls
enabling variable processes with 100%
compliance
Fully automated reporting and alerting
Comparison of time cards to login times is
time consuming and repetitive for team
management
Given date time values from timecards and
login date time values, automate a solution
to validate timecard values fall within
acceptable ranges
Technologies: Robotic Automation Engine
RPA HTTP post to WebService API
LAMP stack reporting site
Google charts API graphing features
Design Thinking: Extendable process can be leveraged
for further work with email templates
Rules are variable and parameters
based for ease of add/remove in future
needs
No Digital Worker deleting means
human review is always available –
emails only to be moved into groups
Extract Time
Card Data
Anomalies post
to web service
Compare
time/date
ranges
Generate
Formatted
Report
Compliant post
to standardized
report
Extract
ACD login
data
Apply rules and
criteria
Have
anomalies
been
approved?
Append
standardized
report
N
Y
27 © 2017 FUJITSU
The Customer
The Challenge
The Benefits
Government agency
Significant decrease in time to closure of
service requests as notifications proceed as
soon as thresholds are exceeded rather than
upon discovery or notification equating to 0.54
FTEs
Parameters based internal escalations allows
for variable rules and actions
Fully automated alerting and historical
reporting
Services Requests have “child” items that need
to be completed prior to service requests being
closed
Given service requests, their child items, group
assignments and identification of responsible
individuals, automate a solution to follow up on
child requests with no updates in defined time
Public Sector – Service Request Automation
Robot loads all service requests that are not closed or resolved meeting defined criteria
Robot opens each individual ticket and loads all child items by unique keys
Robot evaluates child items against criteria for launching follow up process
Robot alerts team management for defined criteria and anomalies
Robot monitors for compliance and provides tools for identification of trends and outliers
Design Thinking:
Parameters based process controls allow for
extendable functions
Data gathered during this process can provide
new insights into trending, efficacy and
efficiency within processes
No robot deleting means human review is
always available – emails only to be moved
into groups
Technologies:
Digital Worker Automation Engine
RPA HTTP post to WebService API
LAMP stack reporting site
Google® charts API graphing features
Load SRs
For each
parent
Next parent
For each child
Next child
Attempt 1
criteria?
Alert SR child owner
Alert SR parent owner
Attempt 2
criteria?