Welcome to Today’s Webinar: Building a Bulletproof Business Case for Robotic Automation in the Enterprise Thursday, June 18th , 2015 11:00 AM EDT
Welcome to Today’s Webinar: Building a Bulletproof Business Case for Robotic
Automation in the Enterprise
Thursday, June 18th , 201511:00 AM EDT
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 2
A Few Housekeeping Items
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Attendees will be muted. Please enter questions
through the Q&A chat box.
Presentation slides and webinar recording will be
e-mailed to all attendees.
FEATURED PRESENTERS
Bill OgdenDirector, Strategic
Accounts
Raun KilgoEnterprise Transformation
Consultant
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 4
Today’s Webinar Objectives:
Following today’s webinar, you will have:Learned how to quantify automation opportunities so that your resources have the most impact.
Received “real-world” advice from leading experts who have led transformation initiatives that yielded millions of dollars in cost savings, all of which started with an approved business case.
Understood the foundation for creating a bullet-proof business plan that maps to corporate strategies and articulates the financial, technical, and operational benefits for your enterprise.
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 5
First: Acknowledge The Real World
If you were writing and signing the check, presenting a clear business case would not matter – know your audienceCorporate Vision and Strategy are important, but don’t confuse external and internal strategies– In other words, especially when they say it is not about the
money, it is always about the money. – Three colors of money: Operating Cost, Revenue, Risk
Mitigation
Lean, mean competing machines live to compete another day, and become the acquirers. You owe it to your collective team to stay lean and efficient
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 6
Minimum Improvement Opportunity
Field validated method for quickly sizing potential short-term impact of robotic automations.
Minimum Improvement Opportunity is the quantified difference in production between top performers and the worker population mean.
(Calls per Day)
(Avg. sales per call)
$72
29
32
$64
Top Agent
Avg. Agent
Example: UniSpan Global Call Center
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 7
Mix of Human-Required and Fully Automatable Steps in a Task
Lean Manual Full Automation
Current State of Opportunity
Partial Automation
Robotic Desktop
Automation
Robotic Automation
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 8
Enter Account #Sign On
Web Enter New
Application Info
EndStart
Task Level Diagram
Paste
Verified
Process Cycle Time 3 Minutes
Clie
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nfra
me
CRM
Paste
Sign On
Open Web Page
Copy Cust Info
Enter Acct#Sign On
BAlt Tab
Alt Tab
Alt Tab
Search
Paste Customer
Info
Alt Tab C
Alt Tab A
Alt Tab
A1,B1,C1
No
Alt Tab
Yes
Yes
…Etc, etc
No
Desktop Robotics - Baselines & Improvements – Can be framed and augmented with Job Aids, SOPs, and Training Docs
Start
Complete New
Customer form
A CB
Customer Record Found
A1
B1
C1
Alt Tab
Alt Tab
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 9
Enter Account #Sign On
Web Enter New
Application Info
EndStart
Task Level Diagram
Paste
Verified
Process Cycle Time Reduced to 20 Seconds!
Clie
nt /
Se
rver
Mai
nfra
me
CRM
Paste
Sign On
Open Web Page
Copy Cust Info
Enter Acct#Sign On
BAlt Tab
Alt Tab
Alt Tab
Search
Paste Customer
Info
Alt Tab C
Alt Tab A
Alt Tab
A1,B1,C1
No
Alt Tab
Yes
Yes
…Etc, etc
No
Identifying Algorithmic Activity to Automate
StartUpdate
Customer Info
A CB
Customer Record Found
A1
B1
C1
Alt Tab
Alt Tab
= Automated Step
Building a Bulletproof Business Case for Robotic Automation in the Enterprise 10
ROI Calculator Elements
Baseline (Baseline Tab in Calculator)
– Improvement is best understood when framed by your current state
Estimated Improvement (Improvement Illustration Tab)
– You have to set a measurable goal– You have to articulate how the value will be realized
Financial Impact (ROI Tab)
– Increased Revenue– Decreased Costs – Risk mitigation (regulatory, compliance, churn)
To see a live demo of our desktop and robotic automationsolutions go to http://www.openspan.com/demo
Additional questions?Raun: [email protected] Bill: [email protected]
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Thank You for Attending!