Awareness Session - CFA Institute...Awareness session –Robotics ©2017 KPMG International...
Transcript of Awareness Session - CFA Institute...Awareness session –Robotics ©2017 KPMG International...
Awareness SessionRobotics
18 April 2018
2
Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
3
Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Three activity spheres within the current business function
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Commodore 64
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Time
Pro
du
cti
vit
y
yy
1 100 year
2
Mechanic systems
Information systems
Cloud
4 5 year
Cognitivesystems
5
35 year
3
Internet systems
15 year
Cognitive automation will enable next wave of automation
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
AdvancementsinProcessAutomation
Advancements in Machine Intelligence
Human labour
Robotics (Enhanced
Process Automation)
Autonomic/Cognitive
Robotics
Basic Process
Automation
Two dominant routes leading to Cognitive Robotics
Rules
mapping
Sreen
scraping
Processing of Unstructured Data and Base Knowledge
Workflow
Adaptivealteration
Natural language processing
“Big Data” Analytics
Artificial Intelligence
MachineLearning
Large-scaleProcessing
Adaptivealteration
NaturalLanguageProcessing
“Big Data”Analytics
Large-scaleProcessing
MachineLearning
ArtificialIntelligence
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
The influence of Robotics on the business function
Business
Partner
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Shifting human workforce to value-adding activities
Cognitive
Robotics
Process
Robotics
Business Function 2016
Business Function 2020
Business Partner
Functional Business
Transactional Business
Business Partner
Functional Business
Transactional Business
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Po
int-
to-P
oin
tG
en
eri
c
Process robotics Cognitive roboticsEnhanced & Machine Learning
PtP
SDA
RPA
Cognitive
ERA
Robotics solution overview
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Process Robotics key ingredients
Work QueuesProcess mapping Object studio Control room
The work queue holds the
backlog for each of your
defined processes
Visual representation of
tasks and steps
performed by robot
A library of reusable
objects that can be used
when performing
processes
Manage your robots from
the control room
Map your processes
using level 4 detailed
working instructions
Most tooling allows the
process owner to monitor
the processes (e.g. how
often does a specific
exception occur?)
Process mapping speed
increases as more
objects have been
defined
Highlights specific
elements of
SAP/Oracle/Websites/
Excel…
Keep track of your
backlog
Decide which processes
to run based on the size
of the work queue
Decide which processes
to run
Assign processes
manually, or
automatically (when the
work queue >100 items,
every night at 03.00h or
when a file is saved at a
specific folder location)
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Demo RPA – BleuPrism
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Demo process example
Open Mailbox &
Read Structured Invoice Request
Open SAP
Use data from e-mail to make
Intercompany booking
Generate invoice
Store outcomes &
Send E-mail to requestor
Open Mailbox &
Read Structured Invoice Request
Open SAP
Use data from e-mail to make
Intercompany booking
Generate invoice
Store outcomes &
Send E-mail to requestor
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Benefits
Accuracy
Efficiency
Process
ImprovementQuality
Costs
Governance
Control
Compliance
Benefits of Robotics
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
6Demo example of IPsoft Amelia
How does IPsoft Amelia work? Implementation of IPsoft Amelia
at public sector company
(Enfield Council London)
Demo 1 Demo 2
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Awareness Workshop
■ Build the Finance Robotics solution for each use case
■ Enable and train users in Finance Robotics tool for adaptation and implementation purposes
■ Run Finance Robotics solution once steady-state is achieved
■ Roll-out to other identified target processes
Process Workshop
■ Understand the impact of Finance Robotics on the business
■ Raise awareness
■ Usually C-level audience
Proof of Concept
■ Understand business target areas
■ Identify potential (E2E) target processes for Finance Robotics
■ Usually processowner audience
Pilot
■ Perform vendor selection process (including long-list, short-list and demonstrations)
■ Implement Finance Robotics for the ‘happy flow’ of the target process(es) to demonstrate the product feasibility
Implementation & Further Roll-out
■ Use design thinking and rapid prototyping to finalize detailed solution architecture
■ Integrate with enterprise systems
■ Configure and teach software robots
■ Test and deploy solution
2 hours 1 week2 weeks per
POC process
Depending
on
scope
Depending
on
scope
A typical Process Robotics journey
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Robotics implementation framework
Organisational
Structure and
Governance
Process
delivery and
deployment
Technology
Vendor
Management
Performance
and Risk
Management
People and
Competences
Robotics
1
2
35
4
6
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Criteria
Proces Robotics criteria
Evaluatie van doelprocessen voor RoboticsProces Robotics kan werk sneller en efficiënter uitvoeren dan de huidige handmatige methode. Als we processen evalueren voor Proces Robotics, dan identificeren we transactionele activiteiten die voldoen aan de volgende criteria:
Hoog volumeTransactioneelRule Based HerhaalbaarGestructureerde
Data
Criteria
Geavanceerde / Cognitieve Robotics criteria
Geavanceerde / Cognitieve Robotics kan gebruikt worden om taken die gespecialiseerde menselijke kennis nodig hebben te transformeren. Als we processen evalueren voor Geavanceerde / Cognitieve Robotics, dan identificeren we activiteiten die voldoen aan de volgende criteria:
Ongestructureerde
Data
Complexe
ProcessenGedragspatronen
Meerdere
Databronnen
Grote Data
Sets
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Earlier experience with project implementationsOur findings from previous Finance Robotics project implementations can be clustered into five themes:
Finance Robotics implementation is not an IT project
Detailed working instructions and specific training materials are required
After cost savings, quality improvement is a key advantage of implementing
Finance Robotics
Support functions like IT, HR, Legal and Tax must be involved with the Finance
Robotics Implementation
Change management is a critical success factor
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2
3
4
5
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
How tangible isRobotics foryou?
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
The Digital Finance Stack requires a selection of solutionsImpact of disruptive technologies
Data management & data mining
iBPMS
System backbone: Cloud ERP and
EPM
Robotic process automation
Cognitive
Digital analytics and delivery
Natural language processing
Machine learning
— Use of behaviour patterns for cognitive hypothesis
generation / advanced predictive analytics
— Support the best possible business decision and
transaction
— Use of algorithms that iteratively learn from structured and
unstructured data
— Generation of data-driven predictions or decisions
— Use of structured data within well defined parameters
— Use of technologies like screen scraping, rules
engine and process orchestration
— Autonomous completion of transactional and rule-based
tasks
— System backbone is the basis of the digital finance stack
— Structured and unstructured data with an increasing variety and
complexity
— Management of flexible data structures coming from
heterogeneous data sources without a predetermined
scheme
— Process mining technology provides insights into
processes
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
KPMG Digital Chain
System backbone
Big Data analytics
BPM RPA
Machine Learning
Cognitive
ERP / DWHDocuments and
emails
Machines
Devices / IoT
Social Media / Web
Data ingestion and
integrationProcess mining
Rules
engine
Screen
scraping
Adaptive
alteration
Artificial
intelligence
Natural lang.
process.
• Internal and external data
sources
• Structured and unstructured data with an
increasing variety and complexity
• Management of flexible data structures coming from
heterogeneous data sources without a predetermined
scheme
• Use of structured data within well defined parameters
• Autonomous completion of transactional and rule-based tasks
• Use of algorithms that iteratively learn from
structured and unstructured data
• Generation of data-driven predictions or
decisions
• Use of behaviour patterns for cognitive hypothesis generation / advanced
predictive analytics
• Support the best possible business decision and
transaction
Advanced Search
Process Orchestration
Learning Algorithms
What is Appian?
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Awareness session – Robotics
©2017 KPMG International Cooperative ("KPMG International"), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG International. KPMG International
provides no services to clients. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such
authority to obligate or bind any member firm. All rights reserved.
Robotics focuses on the long-tail of automationIT Resourced and
DeliveredBusiness Resourced
Pro
cess
Val
ue
System Coverage
Enterprise IT
Business Ownership
• Procedural Automation• Previously Uneconomic Projects• Short Term Regulatory Requirements• Competitive or Rapid Response
Thank youContactJoris Juttmann
Robotics & Process Excellence
Director KPMG Advisory N.V.
Tel: +31 20 656 7916
Mob: +31 6 52 75 59 50