Financial Services Industry
How a global Fortune
750 company
established an
Automation Centre
of Excellence and
streamlined
automation output
AT A GLANCE
Establish RPA best practices & procedures
AT A GLANCE
Streamline automation
AT A GLANCE
Identify and prioritize tasks
AT A GLANCE
Improve business performance
Background
Challenges
The organization wanted to streamline automation output by implementing an Automation Centre Of Excellence and set up processes for Global Automation Pipeline Management. The timeline for the project was 12 weeks and the program was executed in 4 teams:
WS 1 – RPA TOOL SELECTION
WS 2 – ROBOTIC PROGRAM DESIGN
WS 3 – PILOT BOT DEVELOPMENT
WS 4 – OPPORTUNITY ASSESSMENT
Goals & Objectives
1
2
3
Our team of experts created a roadmap that would leverage internal resources and partner capabilities and establish best practices to implement an effective and scalable Automation CoE.
Solution
Title
Management
Account
Maintenance
Corporate
Branch Functions
Business
Development
Title Management
Account Maintenance
Periodic reporting
Insurance follow-up
Corporate Branch Functions
Manual floor-planning for co-part auctions
Business Development
Temporary Increase requests
Following the assessment, they created a business case and a roadmap for the implementation of the CoE.
The RPA Roadmap was divided into two phases:
Establish COE Oraganization
Identify and recommend a suitable RPA tool
Develop a detailed program design draft
Create RPA CoE structure with key roles and staff plan
Create Automation assessment to identify Quick Wins and strategic roadmap for RPA deployment
Create CoE Standard Operating Procedures
Conduct training on Prioritization and Assessment
Design an Organization Change Management Plan
Create Benefit Realization Tracker
CoE Launch Plan
Build Pilot Bot for 1 BU
Implement COE
Build phase 2 pilot bots across Bus
Manage Global Automation Pipeline
Build Automation Library
Employee re-skilling strategy
RPA delivery Team Training
Operationalize CoE
Outcome
Our team successfully set out the roadmap for establishing a scalable and global Automation CoE.
Additionally, the assessment team also created a proof of concept to help the client understand the full potential of the CoE which would help the organization:
Streamline automation
Establish RPA best practices & procedures
Identify and prioritize tasks
Improve business performance
Streamline automation
Establish RPA best practices & procedures
Identify and prioritize tasks
Improve business performance