Digital Process Automation

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Digital Process Automation by Mind Map: Digital Process Automation

1. Starting Points

1.1. Course Objectives

1.2. Course Notes

1.2.1. Mindmeister Copy Guide

1.3. Download UIPath

1.3.1. UIPath Download Guide

1.4. Team Jamboards

1.4.1. Jam #1

1.4.2. Jam #2

1.4.3. Jam #3

1.4.4. Jam #4

2. Introduction

2.1. Setting the Scene

2.1.1. WorkFusion: Identity Verification

3. Three Perspectives

3.1. Technology Perspective

3.1.1. Principles of Cloud Architecture

3.1.1.1. API Scenario: News API

3.1.1.2. Mulesoft: Top 7 Digital Transformation Trends Shaping 2022

3.1.2. Distinguishing Features of RPA

3.1.2.1. Deloitte: Robotic Process Automation (RPA)

3.1.3. RPA as a Product

3.1.3.1. IBM: RPA Buyers Guide

3.1.3.2. Jensen: UIPath Pricing 2020

3.1.4. Alternatives to RPA

3.1.4.1. Burnie Group: Types of Automation

3.1.4.2. Macro Scenario: USA Facts

3.2. UIPath Bootcamp

3.2.1. ...moving to Notepad...

3.2.1.1. Configure UIPath Studio

3.2.1.1.1. Edureka: UIPath Installation Guide

3.2.1.1.2. Nandan: Install UIPath

3.2.1.1.3. Geeks for Geeks: How to Install UIPath

3.2.1.1.4. UIPath: About Licensing

3.2.1.2. The UIPath Studio Interface

3.2.1.2.1. UIPath: Studio Introduction

3.2.1.3. Adding Capabilities to UIPath Studio

3.2.1.3.1. UIPath: Managing Activities Packages

3.2.1.4. Creating a Web Entry Bot

3.2.1.4.1. Scenario Asset: Online Form

3.2.1.4.2. Scenario Asset: Email Attachment

3.2.1.5. Extending the Web Entry Bot

3.2.1.5.1. UIPath: Control Flow Activities

3.2.1.5.2. UIPath: Delay Activity

3.2.1.5.3. UIPath: Repeat Number of Times Activity

3.2.1.5.4. UIPath: For Each File in Folder Activity

3.2.1.5.5. UIPath: If-Else Activity

3.2.1.5.6. UIPath: Move File

3.2.1.6. Creating a Currency Conversion Bot

3.2.1.6.1. Scenario Asset: Source File

3.2.2. Document Writing Challenge

3.2.2.1. Scenario Asset: Expense Report Form

3.2.2.2. Scenario Asset: Expense Report Template

3.2.2.3. ...relevant UIPath tools...

3.2.2.3.1. UIPath: Use Excel File

3.2.2.3.2. UIPath: Read Cell Value

3.2.2.3.3. UIPath: Use Word File

3.2.2.3.4. UIPath: Replace Text in Document

3.3. Process Perspective

3.3.1. Process Mining

3.3.1.1. UIPath: How Enterprises Are Improving Operational Efficiency with Process Mining

3.3.1.2. Microsoft: The Beginner’s Guide to Using BPMN

3.3.2. Process Innovation

3.3.2.1. HBR: Six Drucker Questions that Simplify a Complex Age

3.3.2.2. HBR: Reengineering Work: Don’t Automate, Obliterate

3.3.2.3. Nielsen Norman Group: Service Blueprints

3.3.2.4. Creately: The Easy Guide to Business Process Reengineering

3.3.2.5. Nielsen Norman Group: Usability Testing

3.3.2.6. Marvel App

3.3.3. RPA Case Studies

3.3.3.1. AI Multiple: Top 67 RPA Use Cases

3.3.3.2. UIPath: Case Studies

3.3.3.3. BluePrism: Case Studies

3.3.3.4. WorkFusion: Case Studies

3.4. Business Perspective

3.4.1. RPA Economics

3.4.1.1. Deloitte: Annual Global RPA Survey Report

3.4.1.2. Jensen: UIPath Pricing 2020

3.4.1.3. NTANSA: The 7 Key Performance Measures that Companies use to Evaluate the Benefits of RPA

3.4.2. RPA Operations

3.4.2.1. BluPrism: The 7 Foundations of the Robotic Operating Model

3.4.3. RPA Risk

3.4.3.1. Deloitte: Risk Management For and By the BOT

3.4.4. RPA Management

3.4.4.1. Pichler: What is Product Management

3.4.4.2. Latest Quality: Change Impact Assessment Matrix

4. Plan

4.1. RPA Technology

4.1.1. RPA Bootcamp

4.2. Process Innovation with RPA

4.2.1. Process Automation

4.2.1.1. RPA Around Legacy

4.2.1.1.1. Case Studies

4.2.1.2. the jkey to automation is the recipe

4.3. Summary

4.4. Resources

5. Resources

5.1. Crib Sheet

5.2. Reading Deck

5.3. ...white papers...

5.3.1. https://www2.deloitte.com/us/en/insights/focus/signals-for-strategists/cognitive-enterprise-robotic-process-automation.html

5.3.2. https://www2.deloitte.com/content/dam/Deloitte/tr/Documents/technology/deloitte-robots-are-ready.pdf

5.3.3. https://www2.deloitte.com/content/dam/Deloitte/us/Documents/Tax/us-robotic-and-cognitive-process-automation-for-tax-brochure.pdf

5.3.4. https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-sdt-process-automation.pdf

5.3.5. https://www2.deloitte.com/content/dam/Deloitte/in/Documents/strategy/in-strategy-innovation-rpa-digital-workforce-noexp.pdf

5.3.6. https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-sdt-process-automation.pdf

5.3.7. https://www2.deloitte.com/sg/en/pages/financial-services/articles/automation-here-stay-but-what-about-your-workforce.html

5.3.8. https://www2.deloitte.com/content/dam/Deloitte/uk/Documents/finance/deloitte-uk-finance-robots-are-coming.pdf

5.3.9. https://www2.deloitte.com/content/dam/Deloitte/gr/Documents/strategy/gr_brochure_rpa_noexp.pdf

5.3.10. https://www2.deloitte.com/content/dam/Deloitte/ie/Documents/PublicSector/IE_PS_CF_RPA_PS_Brochure.pdf

5.3.11. https://www2.deloitte.com/us/en/pages/finance/articles/cfo-insights-future-smart-robotics.html

5.3.12. https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-cons-rpa-global-bank-case-study-infographic.pdf

5.3.13. https://www2.deloitte.com/content/dam/Deloitte/us/Documents/process-and-operations/us-corporate-real-estate-and-facilities-management-in-the-digital-world.pdf

5.3.14. https://www2.deloitte.com/content/dam/Deloitte/nl/Documents/operations/deloitte-nl-strategy-and-operations-rpa-roundtable-wallpaper.pdf

5.3.15. https://www2.deloitte.com/content/dam/Deloitte/fr/Documents/services-financiers/publications/deloitte_global-robotics-survey-2018-full-report.pdf

5.3.16. https://www2.deloitte.com/content/dam/Deloitte/my/Documents/financial-services/my-fsi-audit-robotics-process-automation.pdf

5.3.17. https://www2.deloitte.com/us/en/pages/operations/articles/global-robotic-process-automation-report.html

5.3.18. https://www2.deloitte.com/content/dam/Deloitte/in/Documents/risk/in-ra-rpa-in-risk-and-compliance-noexp.pdf

5.3.19. https://www2.deloitte.com/content/dam/Deloitte/global/Documents/Financial-Services/gx-global-RA-Future-of-Risk-POV.pdf

5.3.20. https://www2.deloitte.com/content/dam/Deloitte/in/Documents/risk/in-risk-bot-risk-management-noexp.pdf

6. Working

6.1. RPA Bootcamp

6.1.1. RPA in Pieces

6.1.1.1. File to Web

6.1.1.2. Web to File

6.1.1.3. Simple Rule

6.1.1.4. Data Reconciliation

6.1.1.5. Looping

6.2. RPA around legacy

6.2.1. Email in

6.2.1.1. file to folder

6.2.1.2. check folder

6.2.2. Rules assessment

6.2.2.1. file complete rule

6.2.2.2. issue reject notice if no

6.2.3. Supervisor check log for >200

6.2.3.1. check supervisor entry

6.2.3.1.1. if empty

6.2.3.1.2. if yes

6.2.3.1.3. if no

6.2.4. Enter to payments system

6.2.4.1. online form

6.2.5. Report to applicant

6.2.5.1. file to word

6.2.5.2. word to folder

6.2.6. loop

6.3. RoI Estimation

6.3.1. as-is vs to-be

6.4. Risk Assessment

6.5. Rehost, Refactor, Replatform

6.5.1. Power Automate an App Draft

6.6. https://www.uipath.com/solutions/process/claims-processing-automation

6.7. https://marketplace.uipath.com/listings/rapidmation-intelligent-expense-claim-automation