Process & Pipeline Identification Workshops

Intelligent/Hyper-Automation or commonly known as RPA (robotics), Artificial Intelligence (AI) and Machine Learning (ML) has been delivering value-added benefits to many organisations for many years. Whether it be automation through Customer-facing activities, Back Office Process, Marketing, HR, Finance, IT, Sales, Services, etc.

Did you know simplyai offer workshops to complete a high-level analysis of your business to determine if there is value in automating manual processes using technology? If there is an opportunity to automate, simplyai will detail which of your processes can be automated, how long it will take to implement each process and the overall Return on Investment ROI.

These workshops are perfect for companies that have no idea what RPA / automation is and quickly determine if there is value for their company or not.

The workshops are also perfect for companies that have started RPA with a couple of processes, but haven’t really determined the value of automation across the business and don’t have a process automation pipeline and understanding of the ROI across the business.
Let’s get started!

How do you get started on your RPA journey? Let us show you how to achieve a high ROI through RPA by running a workshop.

Workshop Details: 1 -5 days

Understand Your Pipeline (1 Day Commitment from End to End to Complete this Phase). The first & vital step is to conduct a high-level internal evaluation of the automation opportunities within your organisation.

The information required to conduct this high-level evaluation is usually right in front of us. In each business unit across your organisation review: 

  • What are the high-volume tasks/processes and how long do they take?
  • What are the total hours of effort for this task/process to complete?
  • To what extent are these tasks/processes rule-based and repeatable?
  • In what formats is the work in – structured, unstructured or semi-structured and can the unstructured formats become structured with a business change?
  • Do you have training material/other documentation that explains how to do this task/process?
  • Are you achieving your SLA’s and NPS? Are there customer complaints?
  • Has this process been identified on your Risk Register or subject to periodical audits?

This high-level analysis will provide you a list of processes that can be automated, and where your organisation can potentially gain the biggest wins and start shaping an automation pipeline.

Once you have completed this analysis, companies then need to determine whether the task/processes are technically feasible, i.e. automation development complexity, adequately scalable and supported by the business stakeholders.

At the end of the workshop/s, you will now have a clear automation pipeline that highlights the commercially viable process that can be automated, how long it will take to develop, the cost associated to automate and the overall Return on Investment (ROI).

If after the workshops, if we discover that there is no value for your company in using RPA / Automation then you can stop there. If at the end of the workshop you see there is significant value in automating a list of manual processors, you will have a very clear understanding of the cost, the time to deliver and the overall ROI prior to starting any technology discussions.

Successful Outcomes of simplyai Automation Customers.

CX (Up)

  • Customer-Centric Design
  • Improved Customer Experience
  • Improved SLA's
  • Improved NPS

Cost To Serve (Down)

  • Reduce Operating Costs
  • Cost Avoidance
  • Revenue Uplift
  • Reduced Training Costs

Staff Experience (Up)

  • Reduce manual high-volume owrk
  • Allow staff to concentrate on value-adding tasks
  • Enhanced employee engagement

Risk Profile (Down)

  • Resolved items on risk logs
  • Risk mitigation
  • Eliminates human factor/errors
  • Improved Compliance
  • Reduce key person risk for resilience in enterprises

Audit Volumes (Up)

  • Increase the number of audits conducted
  • Reduced audit costs

Speed of Innovation (Up)

  • Quicker time to deliver
  • Reduced cost to deliver
  • Accelerated Product / Innovation
  • Wider types of innovation
  • Enhanced Competitive Advantage

Companies are not measuring the correct metrics in a pilot.

Most organisations when conducting a pilot are evaluating a vendor/vendors software offering and to see if it achieves the hype and outcomes outlined by a motivated software sales professional. Most pilots are conducted on a task/process that would never make a pipeline priority list, which in turn when the pilot is conducted and has been highly successful – it really hasn’t excited anyone or motivated a stakeholder to say ‘I want it now’. More importantly this pilot being conduct in the absence of a pipeline review and understanding the ‘size of the prize’ gets put in a list of potential initiatives that we may get too if we have spare project funding.

Conducting the pipeline analysis prior to the pilot will provide you the opportunity to choose a process that is in your priority list and thus prove real tangible/meaningful benefits whether it be strong ROI, improved customer experience, etc. This in turn creates that real excitement within an organisation to make real sustainable improvements.

The key metrics of a pilot:

  • Was the pilot developed within the estimated build time
  • Did the automation achieve that targeted outcomes – task/process percentage complete, business exceptions as designed, etc
  • What did the business learn about working with developers, conducting tests and iterations
  • What did the IT application, infrastructure and support team learn about the technology within terms of the development cycles, implementation and change processes.
  • What did this business learn about the business change activities required to support a wide implementation.
  • Where are the knowledge/process gaps within the organisation
  • What is the best approach to develop an in-house capability and what external partner help will be required.
  • How is this technology going to be transitioned into the business and IT.

The best results are achieved when companies have a clear approach/vision with stakeholders having a good understanding of the business need, strategic direction, and organisational readiness.

Now you are ready to create a whole business approach to working together - Automation owned by the business and delivered through technology.

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