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Three steps to accelerating your digital transformation with intelligent automation

(Image credit: Image Credit: Nebuto / Shutterstock)

Robotic Process Automation (RPA) is a hot topic these days, and understandably, a point of interest in many digital transformation initiatives. In fact, the battle over which vendor’s RPA tool has the most gadgets and widgets has become somewhat of a proverbial “street fight”. But those focused at this tactical a level can lose sight of the bigger picture: To truly get ahead with digital transformation initiatives and solve a wider set of business problems with automation, organisations are increasingly looking to a platform automation capability that allows them to optimise end-to-end operations.

Though it may seem initially daunting to deploy a platform against end-to-end business operations, IT professionals can follow a three-step framework below to bring structure to their corporate initiatives for digital transformation.

Step 1: Understand where you are today

Digital transformation begins with evaluating business readiness from a technology and process perspective. IT plays an indispensable role in ensuring that transformation technologies like automation will fit within the larger IT framework. The IT group will also typically set guidelines for managing the technology environment and keeping it secure.

Parallel to engaging IT involvement, it’s important to engage more functional stakeholders throughout the business to assess how well-documented their processes are. Automation is most powerful when deployed against processes that are well-defined and already running properly; its ROI can be undermined when deployed against broken or undocumented process. In other words, optimise first and then subsequently automate for the best results.

Step 2: Establish a business case for automation and adopt a ‘platform approach’ from day one

After conducting ‘business readiness’ assessments above, it’s important to establish a business case that clearly draws connections between automation and corporate strategic, workforce, operational and financial objectives. With such a business case, all use case candidates should be ranked based on their potential to yield the greatest returns to the business. An organisation that does this work up front is better able to determine which automation technologies are required to solve the unique business problems identified in the business case. To further explain, these problems may span improving the way information is captured and extracted to taking action on that information in downstream systems/applications.

After taking steps to align with respect to use cases that drive ROI, along with platform technologies required to automate them, an organisation can transition into designing automation solutions within the platform. Such a group of technologies which automate end-to-end business processes drive significant value for an organisation, when bundled and integrated into a platform. These technologies include:

  • Cognitive capture: Ingest/understand any document and extract relevant information via any channel.
  • Process orchestration: Integrate people, automation technologies, systems, applications, etc. along a broader workflow in a business user intuitive manner.
  • Mobility & engagement: Engage customers efficiently and effectively via web or mobile devices.
  • Advanced analytics: Provide data-driven insights with respect to outcomes as driven by automation.
  • Artificial Intelligence: Automate complex decision-making and personalise service to end users.

An integrated platform approach saves employees from the need to learn multiple solutions and the procurement team from having to manage a myriad of vendor solutions. Thus, by adopting an integrated platform, IT professionals increase their organisation’s ability to reduce costs, time-to-value and complexity, while at the same time maximising customer and employee satisfaction.

Analyst firm HFS recently called out the shortcomings of a ‘single technology’ approach to digital transformation and specifically used RPA as an example. They expressed support for an integrated approach: “RPA provides a terrific band-aid to fix current solutions; it helps to extend the life of legacy. But doesn’t provide long-term answers,” said analyst firm HFS. “Integrated Automation is how you transform your business and achieve an end-to-end Digital OneOffice.”

Step 3: Create a centre of excellence

It’s important for organisations to create an operating model around automation that fits their business, otherwise known as a Centre of Excellence for Intelligent Automation. A Centre of Excellence team guides all things related to automation – including maintaining and overseeing standards across the business, training, vendor management; establishing best practices, and so much more. Organisations also have flexibility in how they structure their program. There are three main models:

Centralised: A single team is responsible for running and controlling all aspects of the program.

Decentralised: The responsibilities for running the automation program are replicated across separate business units within the company.

Hybrid: Some aspects of the automation program are run by a single, centralised team, while others are replicated across business units.

There’s no ‘right’ or ‘wrong’ answer here; most important is to start with the model that makes the most sense given where an organisation is today, and then adjust down the road as needed.

With an integrated platform approach, organisations can accelerate their digital transformation initiatives, and begin to work like the digitally enabled enterprises of tomorrow. Working like tomorrow leads to benefits such as improved productivity, faster decision-making, personalised service to customers, and a more empowered workforce.

Chris Huff, global strategic initiatives, Kofax (opens in new tab)

Chris Huff
Chief Strategy Officer at Kofax

In his role as Chief Strategy Officer, Chris develops and drives the company's global strategic initiatives, Intelligent Automation (IA) thought leadership and cross-functional horizontal integration. Chris is intently focused on helping clients realize maximum return on investment by seamlessly integrating and delivering a single unified IA platform that leverages the vast array of intellectual property in the Kofax portfolio to include Robotic Process Automation (RPA), capture, intelligent-optical character recognition (I-OCR), machine learning, analytics and workflow orchestration.

Prior to Kofax, Chris spent five years at Deloitte Consulting where he led the U.S. Public Sector Robotics and Cognitive Automation practice during the emergence of RPA.