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James Kobielus
Senior Research Director, Data Management, TDWI
Tuesday June 6, 2023
Webinar:
Using Data-Driven Agile Automation to
Advance Digital Transformation
Copyright 2023, TDWI
SPONSOR
2
Data-driven analytics is an essential element of
hyperautomation—i.e., increasing the automation of
business and IT processes, improving their
performance, and making continual adjustments to
adapt to changing requirements and circumstances.
Data is central to digital transformation
Copyright 2023, TDWI
• Datathatmakesprocessesmoreagile,
automated,predictive,andcontextual
• Datafor runningprocessesin thecloud
• Datafor orchestratingprocesses24x7
• Datafor enforcingstronggovernanceand
controlof complexprocesses
• Datafor acceleratingprocessinsights
• Datafor cross-domainsharingof process
intelligence
Source: TDWI Best Practices Report “Maximizing Business Value with Data Platforms, Data Integration,
and Data Management,” Q3 2022
Executing processes across platforms, techs, and tools
Copyright 2023, TDWI
• identifies,vets,and
orchestrates processes
acrossdiverseexecution
environments
BPM
workflow
management
business rules
management
intelligentprocess
automation
RPA
decision
automation
next best
action
case mgt
forms
mgt
hyperautomation
• Traditional BPMand workflow
managementsuited to top-down
• Traditional BRM suitedto complex
deterministiclogic
• RPA suitedto bottom-up ad-hocscript-
driven task automation
• Intelligentprocessautomation hingeson
predictive models
• Caseand forms managementis for
complexrepeatableadminprocesses
• Decisionautomation andnext-bestaction
are for analytics-guidedtransactional
apps
Data-driven
hyperautomation….
Infusing processes with real-time contextual intelligence
Copyright 2023, TDWI
Process
metrics
• discovers andingestsprocessintelligence,
• consolidatesandcorrelatesit,
• minesandextractscontextualinsights,
• feedsit into processcontrolsthatare
adaptivelyself-optimizing.
Data-driven hyperautomation….
Enabling self-service process development
Copyright 2023, TDWI
• empowers “citizendevelopers”andother
business-levelprocessdomainexpertswith
visual,drag-and-drop,low-codenotebooks and
othertoolingfor authoringandadministering
cross-platformprocesslogic
Process
notebooks
Data-driven hyperautomation….
Empowering humans in the process loop
Copyright 2023, TDWI
enablesbetter engagementof human
processstakeholdersthroughtriggers,
workflows,andexceptionhandling
proceduresthatspeedresponsesto issues,
bottlenecks,andanomalouscircumstances
Data-driven hyperautomation….
Process
teams
Consolidating process observability
Copyright 2023, TDWI
Process
dashboards
provides intelligentdashboards andother
tools for stakeholdersto trackprocess
metrics, status,and issuesin real-timeand
managethemin centralizedrepositories
Data-driven hyperautomation….
Applying the
principles of
Hyperautomation
to drive business
success
Andrew Hayden | Precisely
Hyperautomation for complex,
data-intensive processes
Agenda: 2023 Automate platform
• Why Automation?
• Hyperautomation
• Why an Automation Platform?
• Key Takeaways
• Questions
Why Automation?
14
Be more agile
Customer needs:
Go faster Improve the quality
and integrity of
your most important
data
Optimize staff
Customer wants:
Reach ROI
faster
Realize Digital
Transformation dream
Accelerating digital transformation
Data is the fuel for decision-making today
$1.04 trillion
spent
on
Hyperautomation
by 2026
80% of CEOs
accelerating
digital
transformation
45% of
enterprises
using SAP are
leveraging
automation
67% spending
more on
technology than
people
Market is growing at 12% per year
Technology is a means to an
end: Data is the currency of
digital transformation
- HfS Blog
Data
Process
Interdependence of process and
data
Interdependence of process and data
Hyperautomation?
20
Hyperautomation is a business-driven,
disciplined approach that organizations
use to rapidly identify, vet and automate
as many business and IT processes as
possible. It involves the orchestrated use
of multiple technologies, tools or
platforms
Gartner
Do not try and make one
tool answer all your
organizations automation
needs.
Gartner
We have Blue Prism and
Precisely Automate and we
choose the best tool on a
case-by-case basis.
Robotics Program Director – Global beverage and spirits
company
Why an automation
platform?
24
A complete automation platform
Excel to SAP
Exchange data with SAP
quickly and easily using
Excel
Form & Workflow
Automate and accelerate
SAP business processes with
integrated forms and
workflows
Excel Workflow
Automate and accelerate
SAP business processes
through Excel file
management workflows
Process
Automation
Data
Automation
Form &
Workflow
Automate complex
processes with forms
and workflow across
multiple
contributors
Process
Initiator
Enter basic account
information
Contributor1
Contributor2
Contributor3
Approver
Start with
create form
SAP
Automate Evolve
Delivering Hyperautomation
Workflow Connectivi
ty (APIs)
Self-
service
Governance Low-code
development
Attended &
unattended
automation
Forms
Data
Management
Data quality
Cloud
deployment
Automation platform: Benefits
Agility Speed Improved
data quality
Business team
focus
Automation
flexibility
Scalability Proven track
record
Process
visibility
Empowering business teams
to make an impact
All use cases
Elimina
te Improve
Standard features delivering value
across the Automate platform
Manual data entry
• Agility and speed
• Improve team
productivity
Initial data quality
• Data quality &
governance
• Eliminate manual data
entry errors
Citizen
Developme
nt
Stewards
hip
No code/Low code
platform
• Fewer IT resources
needed
• Faster time to
implement
• Develop closer to the
Integrated into the
platform
• Process governance
• Data validation
throughout
Example Use
cases
Value delivered
through the Automate
platform across the
SAP landscape
20,000
50%-75% 90%
87%
97%
Reduction in time to
create a customer
• Agility and speed
• Increases competitive
advantage
Reduction in time
needed to qualify
vendors and materials
• Speed
• Process visibility
• Improved productivity
Journal entries
processed during 4-
day close window
• Speed and improved data
quality
• Auditability
• Team continued to work
Reduction in time to
market
• Agility and speed
• Increases competitive
advantage
Reduction in cost to
process materials
changes
• Lower costs
• Maintain current
staffing levels
• Faster ROI
Summary
Automation is
the new driver
for your digital
transformation
journey
A successful Hyperautomation
strategy is possible…
• Focusing on the interdependence
of process and data
• Adopting the right automation
platform
• Identifying the right processes
• Understanding how to measure
success
• Building a cross-functional,
dedicated team
Winshuttle is
now part of
Precisely,
the leader in
data
integrity
The global leader
in data integrity software
Our data integrity software, data
enrichment products, and strategic
services deliver accuracy, consistency,
and context to power confident
business decisions.
Brands you trust, trust us
Data leaders partner with us
of the Fortune 100
99
Customers in more than
100
2,500
employees
customers
12,000
countries
Integrate
Enrich Locate
Verify
Data
Integrity
Suite
Thank you!!
Andrew Hayden
Sr. Product Marketing Manager
Precisely
(www.precisely.com)
QUESTIONS?
CONTACT INFORMATION
If you have further questions or comments:
James Kobielus, TDWI
jkobielus@tdwi.org
Andrew Hayden, Precisely
andrew.hayden@precisely.com
SPONSOR
3

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Using Data-Driven Agile Automation to Advance Digital Transformation

  • 1. James Kobielus Senior Research Director, Data Management, TDWI Tuesday June 6, 2023 Webinar: Using Data-Driven Agile Automation to Advance Digital Transformation Copyright 2023, TDWI
  • 3.
  • 4. Data-driven analytics is an essential element of hyperautomation—i.e., increasing the automation of business and IT processes, improving their performance, and making continual adjustments to adapt to changing requirements and circumstances.
  • 5. Data is central to digital transformation Copyright 2023, TDWI • Datathatmakesprocessesmoreagile, automated,predictive,andcontextual • Datafor runningprocessesin thecloud • Datafor orchestratingprocesses24x7 • Datafor enforcingstronggovernanceand controlof complexprocesses • Datafor acceleratingprocessinsights • Datafor cross-domainsharingof process intelligence Source: TDWI Best Practices Report “Maximizing Business Value with Data Platforms, Data Integration, and Data Management,” Q3 2022
  • 6. Executing processes across platforms, techs, and tools Copyright 2023, TDWI • identifies,vets,and orchestrates processes acrossdiverseexecution environments BPM workflow management business rules management intelligentprocess automation RPA decision automation next best action case mgt forms mgt hyperautomation • Traditional BPMand workflow managementsuited to top-down • Traditional BRM suitedto complex deterministiclogic • RPA suitedto bottom-up ad-hocscript- driven task automation • Intelligentprocessautomation hingeson predictive models • Caseand forms managementis for complexrepeatableadminprocesses • Decisionautomation andnext-bestaction are for analytics-guidedtransactional apps Data-driven hyperautomation….
  • 7. Infusing processes with real-time contextual intelligence Copyright 2023, TDWI Process metrics • discovers andingestsprocessintelligence, • consolidatesandcorrelatesit, • minesandextractscontextualinsights, • feedsit into processcontrolsthatare adaptivelyself-optimizing. Data-driven hyperautomation….
  • 8. Enabling self-service process development Copyright 2023, TDWI • empowers “citizendevelopers”andother business-levelprocessdomainexpertswith visual,drag-and-drop,low-codenotebooks and othertoolingfor authoringandadministering cross-platformprocesslogic Process notebooks Data-driven hyperautomation….
  • 9. Empowering humans in the process loop Copyright 2023, TDWI enablesbetter engagementof human processstakeholdersthroughtriggers, workflows,andexceptionhandling proceduresthatspeedresponsesto issues, bottlenecks,andanomalouscircumstances Data-driven hyperautomation…. Process teams
  • 10. Consolidating process observability Copyright 2023, TDWI Process dashboards provides intelligentdashboards andother tools for stakeholdersto trackprocess metrics, status,and issuesin real-timeand managethemin centralizedrepositories Data-driven hyperautomation….
  • 11.
  • 12. Applying the principles of Hyperautomation to drive business success Andrew Hayden | Precisely Hyperautomation for complex, data-intensive processes
  • 13. Agenda: 2023 Automate platform • Why Automation? • Hyperautomation • Why an Automation Platform? • Key Takeaways • Questions
  • 15. Be more agile Customer needs: Go faster Improve the quality and integrity of your most important data
  • 16. Optimize staff Customer wants: Reach ROI faster Realize Digital Transformation dream
  • 17. Accelerating digital transformation Data is the fuel for decision-making today $1.04 trillion spent on Hyperautomation by 2026 80% of CEOs accelerating digital transformation 45% of enterprises using SAP are leveraging automation 67% spending more on technology than people Market is growing at 12% per year
  • 18. Technology is a means to an end: Data is the currency of digital transformation - HfS Blog
  • 19. Data Process Interdependence of process and data Interdependence of process and data
  • 21. Hyperautomation is a business-driven, disciplined approach that organizations use to rapidly identify, vet and automate as many business and IT processes as possible. It involves the orchestrated use of multiple technologies, tools or platforms Gartner
  • 22. Do not try and make one tool answer all your organizations automation needs. Gartner
  • 23. We have Blue Prism and Precisely Automate and we choose the best tool on a case-by-case basis. Robotics Program Director – Global beverage and spirits company
  • 25. A complete automation platform Excel to SAP Exchange data with SAP quickly and easily using Excel Form & Workflow Automate and accelerate SAP business processes with integrated forms and workflows Excel Workflow Automate and accelerate SAP business processes through Excel file management workflows Process Automation Data Automation
  • 26. Form & Workflow Automate complex processes with forms and workflow across multiple contributors Process Initiator Enter basic account information Contributor1 Contributor2 Contributor3 Approver Start with create form SAP Automate Evolve
  • 27. Delivering Hyperautomation Workflow Connectivi ty (APIs) Self- service Governance Low-code development Attended & unattended automation Forms Data Management Data quality Cloud deployment
  • 28. Automation platform: Benefits Agility Speed Improved data quality Business team focus Automation flexibility Scalability Proven track record Process visibility
  • 30. All use cases Elimina te Improve Standard features delivering value across the Automate platform Manual data entry • Agility and speed • Improve team productivity Initial data quality • Data quality & governance • Eliminate manual data entry errors Citizen Developme nt Stewards hip No code/Low code platform • Fewer IT resources needed • Faster time to implement • Develop closer to the Integrated into the platform • Process governance • Data validation throughout
  • 31. Example Use cases Value delivered through the Automate platform across the SAP landscape 20,000 50%-75% 90% 87% 97% Reduction in time to create a customer • Agility and speed • Increases competitive advantage Reduction in time needed to qualify vendors and materials • Speed • Process visibility • Improved productivity Journal entries processed during 4- day close window • Speed and improved data quality • Auditability • Team continued to work Reduction in time to market • Agility and speed • Increases competitive advantage Reduction in cost to process materials changes • Lower costs • Maintain current staffing levels • Faster ROI
  • 32. Summary Automation is the new driver for your digital transformation journey A successful Hyperautomation strategy is possible… • Focusing on the interdependence of process and data • Adopting the right automation platform • Identifying the right processes • Understanding how to measure success • Building a cross-functional, dedicated team
  • 33. Winshuttle is now part of Precisely, the leader in data integrity
  • 34. The global leader in data integrity software Our data integrity software, data enrichment products, and strategic services deliver accuracy, consistency, and context to power confident business decisions. Brands you trust, trust us Data leaders partner with us of the Fortune 100 99 Customers in more than 100 2,500 employees customers 12,000 countries Integrate Enrich Locate Verify Data Integrity Suite
  • 35. Thank you!! Andrew Hayden Sr. Product Marketing Manager Precisely (www.precisely.com)
  • 37. CONTACT INFORMATION If you have further questions or comments: James Kobielus, TDWI jkobielus@tdwi.org Andrew Hayden, Precisely andrew.hayden@precisely.com