{"id":4127,"date":"2019-09-09T19:21:05","date_gmt":"2019-09-09T19:21:05","guid":{"rendered":"https:\/\/www.peeriosity.com\/shared-services\/articles\/?p=4127"},"modified":"2022-09-02T08:05:03","modified_gmt":"2022-09-02T08:05:03","slug":"member-case-study-12-implementing-intelligent-automation","status":"publish","type":"post","link":"https:\/\/www.peeriosity.com\/shared-services\/articles\/2019\/09\/member-case-study-12-implementing-intelligent-automation\/","title":{"rendered":"Member Case Study #12 \u2013 Implementing Intelligent Automation"},"content":{"rendered":"\r\n

Introduction<\/strong><\/p>\r\n\r\n\r\n\r\n

Since launching our Intelligent Automation research area<\/a> in late 2017, every month we have delivered insightful Peercasts featuring member companies\u2019 experiences, sometimes using a panel format with multiple member companies discussing the pros and cons of available solutions, and at other times with one member company featured on a specific topic.\u00a0 During the past two years, twelve of these Peercasts have followed an open format, best described as \u201cOur Story \u2013 Implementing Intelligent Automation\u201d, where the featured company shared their experiences, including lessons learned, with Peercast attendees, where attendee questions were answered candidly and honestly.\u00a0<\/p>\r\n\r\n\r\n\r\n

Because Peercast attendance is restricted to member practitioners, there is never any reason for bias or restraint, with all attendees able to talk openly about their experiences.\u00a0\u00a0 Best of all, members can easily follow up privately with the featured presenter for a one-off conversation, or exchange comments or questions privately with other attendees using Peeriosity\u2019s integrated Peer Mail capabilities.\u00a0<\/p>\r\n\r\n\r\n\r\n

Company Experience<\/strong><\/p>\r\n\r\n\r\n\r\n

A PeercastTM<\/sup> in our Intelligent Automation research area featured a global company with $5B in annual revenue, more than 10,000 employees, and operations in 25+ countries, discussing their story for implementing Intelligent Automation within their Global Business Service\u2019s (GBS) organization.\u00a0 Their GBS organization has a broad scope of services including:<\/p>\r\n\r\n\r\n\r\n

    \r\n
  1. Order\u2013to-Cash<\/li>\r\n
  2. Procure-to-Pay<\/li>\r\n
  3. Record-to-Report<\/li>\r\n
  4. Hire-to-Retire<\/li>\r\n
  5. Quality and Regulatory Compliance<\/li>\r\n
  6. Integrated Business Planning<\/li>\r\n
  7. Centralized Process Improvement, Automation, & Measurement<\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n

    Within the Centralized Process Improvement, Automation, & Measurement area, the featured company shared experiences about deploying Robotic Process Automation (RPA)<\/a>. Their RPA journey started four years ago when they became aware of RPA and then quickly selected a small third-party development firm, completed a vendor evaluation, had discussions with IT, and established their first RPA governance team.\u00a0 The first implementation of RPA went live three years ago, resulting in 1,200 hours of savings.<\/p>\r\n\r\n\r\n\r\n

    Two years ago, the company added additional processes to the scope of RPA projects and formalized its partnership with IT, in addition to bringing the development work in-house.\u00a0 As a part of this transition, they identified and began training for eleven internal resources, which included nine with business expertise and two with expertise in IT.\u00a0 These resources were part-time at first, with many eventually transitioning to full-time as part of a newly created Process Automation Team.<\/p>\r\n\r\n\r\n\r\n

    The Process Automation Team was formalized last year, with five full-time developers and a Center of Excellence lead.\u00a0 They have implemented ten new processes to date, and are on track to deliver eight more in 2019, resulting in a reduction of over 10,000 hours in manual work effort.<\/p>\r\n\r\n\r\n\r\n

    Some of the lessons learned include:<\/p>\r\n\r\n\r\n\r\n

      \r\n
    1. Include IT early, particularly as it relates to leadership, security, and architecture.<\/li>\r\n
    2. Pay attention to messaging, so that the \u201cpeople part\u201d of the change is communicated properly.<\/li>\r\n
    3. Make sure selected processes are well documented, understood, and that they work well without the need for rework or excessive troubleshooting.<\/li>\r\n
    4. Have realistic expectations of the time needed to complete each project and the resources required.<\/li>\r\n
    5. Developers must have significant process knowledge to be successful<\/a><\/li>\r\n
    6. Properly implemented and managed, RPA is a game changer, with a very large and positive impact on work processes.<\/li>\r\n<\/ol>\r\n\r\n\r\n\r\n

      Closing Summary<\/strong><\/p>\r\n\r\n\r\n\r\n

      Every month Peeriosity members participate in private and exclusive discussions with Peers as members of a practitioners-only research community that delivers primary, \u201cfrom the source\u201d, research with details on how leading companies are evaluating and implementing Intelligent Automation<\/a>.\u00a0 Each Peercast is supported by member research, using Peeriosity\u2019s iPollingTM<\/sup> capabilities to highlight the range of approaches followed, with the ability to see details by company, and with an option for following up directly with peers for additional discussion.<\/p>\r\n\r\n\r\n\r\n

      What approach does your company take to access primary research for how leading companies are implementing Intelligent Automation?\u00a0 If you have already started your Intelligent Automaton journey, what is your primary objective today, and do you expect that to shift over time?<\/p>\r\n\r\n\r\n\r\n

      Who are your<\/em> peers and how are you collaborating with them?<\/p>\r\n\r\n\r\n\r\n

      ______________________________________________________________________________<\/p>\r\n\r\n\r\n\r\n

      \u201cPeercastsTM<\/sup>\u201d are private, professionally facilitated webcasts that feature leading member company experiences on specific topics as a catalyst for broader discussion.\u00a0 Access is available exclusively to Peeriosity member company employees, with consultants or vendors prohibited from attending or accessing discussion content.\u00a0 Members can see who is registered to attend in advance, with discussion recordings, supporting polls, and presentation materials online and available whenever convenient for the member.\u00a0 Using Peeriosity\u2019s integrated email system, Peer MailTM<\/sup>, attendees can easily communicate at any time with other attending peers by selecting them from the list of registered attendees.\u00a0<\/p>\r\n\r\n\r\n\r\n

      Peeriosity members are invited to log into www.peeriosity.com<\/a> to join the discussion and connect with Peers.\u00a0\u00a0 Membership is for practitioners only, with no consultants or vendors permitted.\u00a0 To learn more about Peeriosity, click here<\/a>.<\/p>\r\n

      <\/span><\/span><\/span><\/p>","protected":false},"excerpt":{"rendered":"

      Introduction Since launching our Intelligent Automation research area in late 2017, every month we have delivered insightful Peercasts featuring member companies\u2019 experiences, sometimes using a panel format with multiple member companies discussing the pros and cons of available solutions, and at other times with one member company featured on a specific topic.\u00a0 During the past […]<\/p>\n

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