Scaling up Hyperautomation with Process Intelligence

© Mindfields 2021 | Private & Confidential
15th December 2021
Scaling up Hyperautomation using Process Intelligence

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3
h
Agenda
15 mins
What is Process Intelligence, its advantages and use cases
Content Duration
10 mins
How can Process Intelligence be used to Fastrack Hyperautomation
10 mins
How to start your organization’s Process Intelligence journey
5 mins
Poll
10 mins
Q&A
5 mins
Introduction

About Mindfields

Our Vision Our Mission
| 5
Continuous Innovation
Thought leader and enabler for community,
colleagues and clients to ‘grow for
tomorrow’ through the adoption of
emerging technologies.
Bring the costs down of implementation
Stay ahead as thought leader in adoption
of emerging tech
Enable our clients
To provide research based advisory
services

About Mindfields
Mindfields is a Robotics Process Automation (RPA) and
Artificial Intelligence (AI) advisory firm with presence in
Australia (Sydney, Melbourne, Perth), India (Bengaluru) & US
(NY). Founded in 2006, Mindfields was the first mover in the
RPA space in Australia. A vendor agnostic firm, Mindfields
helps select and work on the tools best suited to clients’
requirements. Mindfields vision is to ‘Grow for Tomorrow’
with a firm belief that growth is underpinned by the positive
outcomes achieved for clients.
| 6
Highlights:
5+ proprietary products
50+ S&P 250 / ASX 50 clients
400+ Bots implemented
Strategic Partners include:
RPA & AI Specialist
Productised and Customised Offerings
Recognized by Industry Leaders
Ranked by Deloitte
amongst the top
20 fastest growing
Australian firms in
the 2017 Asia
Pacific Technology
Fast 500 TM
The Australian
Financial Review
has frequently
recognised
Mindfields as a
thought leader in
the RPA space
IDC has quoted
Mindfields as one
of the
implementation
partners to most of
the automation
tools
World renowned
research firm
recognizes
Mindfields as one
of the leading RPA
consulting &
service providers*
HFS’ latest ranking
on the Top 10 RPA
Service Providers,
has positioned
Mindfields #2 on
Global basis in the
Voice of Customer
segment

Mindfields provides solutions across the value chain
| 7
Research Professional Services
Products
Emerging Technologies
Robotic Process Automation
Report
Artificial Intelligence Report
Artificial Intelligence in
Healthcare Report
Process Consulting & Strategy
Includes process identification, automation
roadmap, business analysis and process
enhancements
MindUni
Our proprietary offering designed to enable
our clients to create internal capabilities in
Consulting and Technical Streams for IA
initiatives
Robotic Process Automation and Intelligent Automation (IA) Implementation
Mindfields adopts a standardised and industrialized approach to implement RPA and IA solutions. The methodology followed includes the end-
to-end lifecycle from requirements gathering until Go-Live
CoE.exe
Define and implement the framework, tools,
templates, platform (MindEzy) to stand up
an accelerated Automation CoE
CFO.exe
Assess the maturity of your finance function
and tap into our extensive and growing
library of digital solutions
MindHire
Services to hire resources in alignment with
business needs
Program Management
Program management services to enable
scaled automation programs supported by
MindEzy
Natural Language Processing
Leverage capabilities to structure
and enhance unstructured data
AI tools
Leverage one or more AI tools to
automate judgement-based tasks
MindEzy
Cloud-based platform for managing entire
automation journey from ideation to
production with business cases and
tracking of value realisation
MindSupport
MindSupport is Mindfields’ cloud-based
helpdesk platform encompassing a wide
range of customisable support services
Testing Services
Leveraging our technical expertise to assist
clients with testing automated solutions
Migration and Architecture Advisory
MindVirtual
Virtual automation solution to alleviate high
workloads especially during and post COVID
times
Code Review Tool (CRT)
Secure automation code review
platform to maintain your orgs
coding standards and align to best
practices

Our Value Proposition
| 8

What is PI? Differences? Use Cases
Jon Knisley

DATA DRIVEN
ORGANIZATIONS WIN
Bring Process Data to Every
Employee, Interaction and Decision

The biggest obstacle to
complex, large-scale change
is the lack of detailed knowledge
on current state operations.
companies launching digital
transformations have seen
sustained and material
performance improvements
(McKinsey)
of companies have their
processes sufficiently
under control to realize
the full potential of
digitalization (Gartner)
1% 14%
THE COST OF PROCESS BLINDNESS

THE PROCESS GAP
PROCESS INTELLIGENCE
PROCESS MAPPING
TOO HIGH-LEVEL
Manually documenting processes
with analysts or consultants via
workshops and studies is slow,
expensive and incomplete.
PROCESS
MINING
TOO NARROW
The technology
requires access to
application log files
which limits coverage
to high-level workflows
and prevents modeling
of discrete sub-processes.
TASK
MINING
This approach
tracks workflow at
the user activity level,
but it has trouble scaling
TOO BIASED
Creates a system of
record for work that
enables data-driven,
process-led
transformation
and fails to capture all
due to manual review
the process variations.
You won’t find dollar bills lying on
the factory floor. But there are
10,000 pennies sitting around.
-- John Carrier, MIT Sloan
“
”
Inefficient processes cost
organizations up to
of their annual revenue.
IDC Market Research
20-30%

Most process discovery happens outside applications
| 13

How to fasttrack hyperautomation using PI
Jon Knisley

FORTRESSIQ PROCESS INTELLIGENCE
How Process Intelligence is implemented?
DECIDE
AI platform identifies and maps all
relevant processes including any variations
and automatically documents the workflow
DISCOVER
Data is decoded across multiple dimensions
to deliver actionable information to help
stakeholders make informed decisions
ANALYSE
Massive data set of user
activity creates a system of
record for work and requires
zero integrations
CAPTURE Insights driven by increased
process awareness support
automation, operational
excellence, compliance and
experience use cases

OPPORTUNITIES FOR PROCESS INTELLIGENCE
INDUSTRY PRIORITY BY BUSINESS FUNCTION
Financial
Services
Health (HLS) Retail (RCG) Media (TMC)
HR
Sales
Finance
Operations
IT/Automation
Compliance
Fewer Initiatives & Limited ROI
Multiple Initiatives & Robust ROI
Industry adoption of process intelligence is extending across the entire
enterprise beyond the traditional focus on finance and accounting use
cases, such as O2C, P2P and R2R.

MEDIA / ADVERTISING
CHALLENGE
• Accelerate process automation improvements
• Automate process insight discovery and gather more granular details
• Map processes that cross organizational boundaries
SOLUTION
• Automatic discovery of opportunities for process automation
• Identification of organizational best practices
• Detailed process insights across systems and apps without worker disruption
RESULTS
• Detailed documentation of over 2,200 processes to accelerate process improvements
• Quantification of tasks and auto-generated PDDs to improve operational intelligence
• Faster dissemination of best practices to improve worker productivity and increase
client satisfaction
Using FortressIQ’s AI and advanced
computer vision, we automatically
mined, modeled, and documented
– Max Cheprasov, Chief
Automation Officer, dentsu
2,200 processes
over
“
in five months with just two people
operating the system.
”

How to start your organization’s Process
Intelligence journey
Jon Knisley

Mindfields standard methodology for intelligent automation services
| 19
Recommendations
To Be Process Maps
Deep dive
Assessment
Process Scan
Automation
Enablement
Building the BOT
UAT
Deployment
PDD/As Is Process Maps
SDD/Key stoke level Documentation
Business Case
Test Scripts
Unit Testing
IA Tool Set up (on Prem / Cloud / As a Service)
Tracking on MindEzy
Automation
Roadmap
Ongoing
Activities
RPA Maturity Assessment
Deliverables:
Deliverables:
Deliverables:
Deliverables:
5
1
Setting up a CoE
RPA Process
Identification:
Process Matching through
Mindfields Process Portfolio
Process Identification by
Client
Process Identification by
Client/ Mindfields using
Process Intelligence tools
0
Hyperautomation, NLP, OCR, Machine Learning & AI
RPA Process Portfolio
4
Our end-to-end RPA lifecycle and services
3
6
2

20
Business Impact Analysis – Key Drivers
Process Discovery Savings
1
Cost comparison of documenting
processes (w/ and w/o FortressIQ)
Accelerated Time to Automation
Additional automation value realized as
a result of accelerated time to discover
2
+
Process Improvement Value
Process optimization opportunities (1-3%
avg.) realized from user-level datasets
3
+
6 WEEKS
1 WEEK
14 WEEKS
9 WEEKS
40 WEEKS
39 WEEKS
Fortress IQ
Typical Project
UNQUANTIFIED BENEFITS:
Data & Insights, Compliance, CX/EX, and more

MANUAL DISCOVERY – 1 PROCESS
• ASSUMPTIONS BASED ON PREVIOUS ENGAGEMENTS
1
2
3
5
4
ARTIFACT
REVIEW
Solicit and compile self-reporting data
INTERVIEWS /
WORKSHOPS
Conduct follow-up sessions to validate data
DOCUMENT Document findings of initial survey and follow-up activities
ANALYZE Study findings to determine insights and patterns
REWORK
< 1 WEEK
< 1 WEEK
1 WEEK
> 1 WEEK
1 WEEK (OR MORE)
1 PROCESS –> 1.5 FTE –> 4 WEEKS (ESTIMATE)
Review and confirm findings with stakeholders

Automated discovery – 1 Cycle
1
2
3
5
4
INSTALL SENSOR Push sensor to target machines
SCREEN
CLASSIFICATION
Identify new applications and promote signatures
Automated classification of pre-defined applications
EARLY INSIGHTS
Early insights & validation of:
1. Application time spent & usage
2. Screen time spent & Usage
3. OCR Text searches & Screen shots
UNINSTALL
SENSOR
Submit a request to remove sensors
ANALYZE DATA
Data Mining for TWFM processes
1. Process Diagrams (variations)
2. PDD
3. Insights including avg time spent on each process
22
< 1 DAY
1-2 DAYS
1 DAY
< 1 DAY (AFTER 2 WEEKS)
1-2 WEEKS
2-3 PROCESSES –> 1 FTE –> 1.5 WEEKS

3
Experience
3
3
Compliance
3
A 1
Automation
1
2
Operational
Excellence
2
3
Analytics
3
C
OPT
PROVIDING A DATA FOUNDATION FOR
TRANSFORMATION
ACCELERATE & MULTIPLY BUSINESS IMPACT
B
OPT
A
OPT
D
OPT
Choose the
Path(s) Forward
Identify Relevant
Areas
Observe and
Map Processes
Even if they’ve never
been documented
before
With complete visibility
into its variations Depending on the nature
& complexity of the
process
1 2 3
D
OPT
E
OPT
2-4 WEEKS
PARTNER
+
CLIENT
PARTNER
+
CLIENT

Industry Specific Use Cases
Travel & Hospitality
• Demand Planning
• Booking System Integration
• Schedule Management
• Upsells & Offers
Energy & Utilities
• Tariff Checks
• Asset Management
• Regulation Execution
Public Sector
• Citizen Experience
• System Modernization
• Mission Delivery
Banking and Financial Services
• Account Opening (KYC)
• Loan Processing
• Trade Reconciliation
• Fraud & Compliance (AML)
Insurance
• Policy Issuance
• Claims Processing
• Underwriting Management
Manufacturing & Logistics
• Supplier Onboarding
• BOM Management
• Quality Assurance
Retail & Consumer Goods
• Vendor Management
• Trade Promotions
• Seasonal Staffing
Healthcare and Life Sciences
• Patient Engagement
• Revenue Management
• Trial Master File (TMF)
• Drug Safety
Communication-Media-Technology
• Contact Centers
• Network Diagnostics
• System Transformation

• PROCESS INTELLIGENCE
Identify blind spots
HR will spend $2M on new
tech to train employees
IT will spend $6M on system wide upgrades
Finance will spend $100M on M&A
Marketing will spend $10M on integrated campaigns
What if you knew exactly what
software employees used
before developing training?
Would improved targeting
reduce acquisition costs?
What if you could capture
user requirements in
advance?
Would quickly mapping
redundant systems save
millions in expenses?

Mapping Mining Discovery Intelligence
Manual, Biased, Resource
Intensive, Disruptive
Log Based, Incomplete,
Hard to Implement
Task-Focused, Limited
Insight, Efficient
Complete, Unbiased,
Accurate, Fast
Consensus LOW MEDIUM MEDIUM HIGH
Completeness HIGH LOW MEDIUM HIGH
Accuracy MEDIUM HIGH MEDIUM HIGH
Cost HIGH MEDIUM LOW MEDIUM
Time HIGH HIGH LOW LOW
FINDING THE SIGNALS WITHIN THE NOISE
• INDUSTRY LANDSCAPE
E
M
AI
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X
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How we do it
2
8
DESKTOP
SENSORS
DATA
COLLECTION
DATA MINING &
PROCESSING
REPORTS &
VISUALIZATIONS

It’s about more than New Technology
2
9
Weighing options is difficult when
you lack the data to make informed
decisions. We provide the unbiased
insights you need to be fully
confident in the best course of
action for your business.
Process optimizations often
already exist, they are just buried
within the workforce and don’t
require technical investments.
We can expose them through
Process Intelligence
Employee Experience
Process Redesign
Processes evolve faster than
most enterprise systems can
keep up. Our insights allow you
to leverage existing tech to
enforce or support a business
process.
System Optimization
Value Engineering
Machine generated (level 5)
process data provides the
detail needed to truly analyze
tasks and redesign it to meet
objectives and support
automation technology
requirements.

Privacy & Security
AI Cloud Benefits with On-Premise Deployment Security
Accelerate
time-to-value
Zero Compromise
Solution
Reduced Risk
to Workforce
0
Security & Management
• Secure environment on Microsoft or Google platforms
• Boundary Security (FW, IDS)
• Source Code Scanning
• PEN Testing
• Threat & Vulnerability Scanning
• Container Security
Encryption & Certifications
• Encryption in transit and at rest - TLS 1.2, AES 256.
• Certifications
SOC2 Type 2
ISO 27001
• Compliance
GDPR
HIPAA
Application Allow or Block List
Web Domain Block List
Field Masking
• Automated masking of PII data
• Occurs before data leaves client's premise

Q&A
Jon Knisley and Mohit Sharma

Scaling up Hyperautomation with Process Intelligence

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