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AI and RPA by Mind Map: AI and RPA

1. Starting Points

1.1. Course Objectives

1.2. Link to Course Notes

1.2.1. Mindmeister Copy Guide

1.3. Download UIPath

1.3.1. UIPath Download Guide

1.4. Create a BigML Account

2. Summary

2.1. Sprint Highlights

3. AI Sprint

3.1. Nature and Capabilities

3.1.1. Understanding AI

3.1.1.1. WEF: How AI in the Financial Ecosystem

3.1.2. Machine Learning Primer

3.1.2.1. Dataiku: AI vs. ML vs. DL

3.2. Approach and Operations

3.2.1. Supervised Learning Primer

3.2.1.1. IBM: Supervised Learning

3.2.2. ...demo...

3.2.2.1. KNIME Introduction

3.2.2.1.1. KNIME: Getting Started Guide

3.2.2.1.2. KNIME: Blueprints for Financial Analytics

3.2.2.2. KNIME Basics

3.2.2.2.1. KNIME: Interface

3.2.2.2.2. KNIME: Example Workflows

3.2.2.3. KNIME Examples: Churn

3.2.2.4. KNIME Examples: Sentiment

3.2.2.5. KNIME Examples: Fraud

3.2.2.6. KNIME ML Illustration

3.2.2.6.1. KNIME: Random Forest

3.2.3. AIOps Primer

3.2.3.1. Accenture: How to Use AI Throughout the Insurance Value Chain

3.2.3.2. Uber: Scaling Machine Learning at Uber with Michelangelo

3.2.3.3. Uber: Meet Michelangelo: Uber’s Machine Learning Platform

3.3. Management Dimensions

3.3.1. Introduction to Product Management

3.3.1.1. Productfolio. 21 x PMFs

3.3.2. ...focus...

3.3.2.1. Focus on Use Case Design

3.3.2.1.1. Everest Group: AI Use Cases

3.3.2.1.2. Prolego: AI Canvas

3.3.2.1.3. Forbes: Are You Getting ROI From It?

3.3.2.1.4. McKinsey: Ten Red Flags

3.3.2.1.5. IBM: Use Case Template

3.3.2.2. Focus on FEAT

3.3.2.2.1. Principles to Promote Fairness, Ethics, Accountability and Transparency (FEAT)

3.3.2.2.2. Introducing AI Explainability 360

3.3.2.2.3. Introducing AI Fairness 360

3.4. Challenge

3.4.1. Challenge Case

3.4.1.1. KNIME: Fraud using Random Forest

3.4.1.2. Hacker Noon: ML Workflow

3.4.1.3. KNIME: Fraud Detection: Model Training

4. RPA Sprint

4.1. Capability

4.1.1. Understanding Automation

4.1.1.1. Burnie Group: Types of Automation

4.1.2. Four Types of Digital Automation

4.1.3. A Deeper Understanding of RPA

4.1.3.1. Deloitte: Robotic Process Automation (RPA)

4.1.4. Team Jamboards

4.1.4.1. Jam #1

4.1.4.2. Jam #2

4.1.4.3. Jam #3

4.1.4.4. Jam #4

4.2. Nature

4.2.1. RPA as a Product

4.2.1.1. IBM: RPA Buyers Guide

4.2.2. ...demo...

4.2.2.1. Configure UIPath Studio

4.2.2.1.1. Edureka: UIPath Installation Guide

4.2.2.1.2. Nandan: Install UIPath

4.2.2.1.3. Geeks for Geeks: How to Install UIPath

4.2.2.1.4. UIPath: About Licensing

4.2.2.2. The UIPath Studio Interface

4.2.2.2.1. UIPath: Studio Introduction

4.2.2.3. Adding Capabilities to UIPath Studio

4.2.2.3.1. UIPath: Managing Activities Packages

4.2.2.4. Creating a Web Entry Bot

4.2.2.4.1. Scenario Asset: Online Form

4.2.2.4.2. Scenario Asset: Email Attachment

4.2.2.5. Extending the Web Entry Bot

4.2.2.5.1. UIPath: Control Flow Activities

4.2.2.5.2. UIPath: Delay Activity

4.2.2.5.3. UIPath: Repeat Number of Times Activity

4.2.2.5.4. UIPath: For Each File in Folder Activity

4.2.2.5.5. UIPath: If-Else Activity

4.2.2.5.6. UIPath: Move File

4.2.2.6. Creating a Currency Conversion Bot

4.2.2.6.1. Scenario Asset: Source File

4.2.3. ...challenge...

4.2.3.1. Document Writing Challenge

4.2.3.1.1. Scenario Asset: Expense Report Form

4.2.3.1.2. Scenario Asset: Expense Report Template

4.2.3.1.3. ...hints...

4.3. Approach

4.3.1. Process Innovation with RPA

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

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

4.3.1.3. Flokzu: Employee Expense Reimbursement

4.3.2. RPAOps Primer

4.3.2.1. BluePrism: The 7 Foundations of the Robotic Operating Model

4.3.2.2. Deloitte: Risk Management For and By the BOT

4.4. Management

4.4.1. Product Management Recap

4.4.1.1. Pichler: Product Management

4.4.2. ...focus...

4.4.2.1. Focus on RPA Risk

4.4.2.2. Focus on RPA Strategy

4.4.2.3. Focus on Business Cases

5. Introduction

5.1. Setting the Scene

5.1.1. McKinsey: The State of AI in 2021

5.1.2. McKinsey AI Bank of the Future

5.1.3. State of the Fintech Industry