1846 Business Automation with IBM Robotic Process Automation (RPA)

Think 2018 / 1846 DBA with Robotic Process Automation with Automation Anywhere / March 2018 / © 2018 IBM Corporation
Unlocking the Value of RPA: IBM Robotic Process
Automation with Automation Anywhere
—
Allen Chan, Distinguished Engineer
Chief Architect, Workflow
Dennis Parrott
Offering Manager, Workflow

Please note
IBM’s statements regarding its plans, directions, and intent are subject to change
or withdrawal without notice and at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general
product direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment,
promise, or legal obligation to deliver any material, code or functionality. Information about
potential future products may not be incorporated into any contract.
The development, release, and timing of any future features or functionality described for
our products remains at our sole discretion.
Performance is based on measurements and projections using standard IBM benchmarks
in a controlled environment. The actual throughput or performance that any user will
experience will vary depending upon many factors, including considerations such as the
amount of multiprogramming in the user’s job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no assurance can be given that an
individual user will achieve results similar to those stated here.
2Think 2018 / 1846 DBA with Robotic Process Automation with Automation Anywhere / March 2018 / © 2018 IBM Corporation

IBM Digital Business Automation
Decisions
Data Capture
Modeling
Analytics
Unified User Experience
On-cloud | Hybrid | On-premises
Workflow DecisionsContentTasks
Operational Intelligence | Machine Learning | Governance

IBM Business Automation RPA with Automation Anywhere
IBM Digital Business Automation
Decisions
Data Capture
Modeling
Analytics
Unified User Experience
On-cloud | Hybrid | On-premises
Workflow DecisionsContentTasks
Operational Intelligence | Machine Learning | Governance

IBM RPA with Automation Anywhere V10
• Front-end automation
• Multi system integration
• Structured data
• Enterprise scale
• End-to-end (human, system
and bot) task orchestration
• Human based exception
management
• Limited IBM BPM license

BPM, ODM & RPA
Integration Patterns

Bot becomes smarter
7
BPM triggers a botBot completes a BPM
task
Bot triggers a BPM event
RPA Integration Patterns
TASK PROCESS
EVENT DECISION
WATSON
The story so far…
Think 2018 / 1846 DBA with Robotic Process Automation with Automation Anywhere / March 2018 / © 2018 IBM Corporation DATACAP
https://developer.ibm.com/bpm/docs/ibm-robotic-
process-automation-automation-anywhere/

Bot completes a task
TASK

Swivel Chair – Human Creates Sales Order using SAP
A swivel-chair task automation - no programming in BPM!
Although SAP has API this is a tactical option available to automate the task today by a bot,
with a strategic option to replace this task with an API
Coach provides instructions to
knowledge worker how to
create sales order in SAP

Bot completes a task using the BPM UI
zzzz…
Bot wakes up
Bot goes back to sleep when
all tasks are completed
Bot claims and
completes tasks
12
3

Swivel Chair – Bot Creates Sales Order using SAP
Bot does what the human is
instructed to do…
• Faster
• Without errors
• Without supervision

BPM 8.6 (Sep 2017):
• A bot that works on a complex BPM
coach (especially with nesting) might
have issues to find the (correct) element
when running
• This happens because the ID attribute of
web elements is important when the
bot searches them
BPM 8.6 CF 2017.12 (Dec 2017):
• HTML DOM for coaches is created in a
more reliable way
• Documentation on best practices to
work with the IBM BPM coach views and
how to create a coach view that can be
consumed by IBM RPA
Bot works on BPM user interface
Complex DOM
structure.
Coach Views in
nested sections
12

BPM handles bot exceptions

Bot completes a task using the BPM REST API
#1#2
Bot monitors the BPM task list
and claims tasks using the
BPM REST API
1
2 Start a new bot to complete
each task
BPM
Notify BPM when the task is
complete or an exception
has occurred
3

Bot is launched from a process
PROCESS

External events that can trigger a bot
Window triggers a task when and application window:
◦ Opens / Closes
File triggers a task when a file is:
◦ Created / Deleted / Renamed / Modified
Folder triggers a task when folder or file in a folder is
◦ Created / Deleted / Renamed / Modified
Performance triggers a task when:
◦ CPU usage reaches a level that you specify (in %).
◦ Amount of free disk space is reached that you specify in megabytes
(MB).
◦ Number of processes that you specify are running.
Process triggers a task when a system Windows Process:
◦ Starts running / Stops running
Service triggers a task when a system Windows Service: :
◦ Starts running / Stops running / Resumes running / Pauses
Email message triggers a task when an email is received
External events that
trigger bots
Triggers are related to native Windows
events. Triggering these events how do
we trigger these events from BPM?
TASK

Example - Email notification triggers a bot
Bot notifies BPM
when the task is
complete
Email triggers bot
#1#2
User
executes
a task
Task sends an email to the bot
1
2
3
4

Desktop process automation
As a part of a sales process in the “Create Sales Proposal” step up to date competitive information (i.e. pricing structures and
promotional activity)
How a robot acts as an aid to human work?
◦ Knowledge worker can summon a robot to get the latest competitive data
◦ Bot extracts the competitor information from the Internet and converts the data, imports it to a spread sheet, create a report,
and saves it as pdf file
◦ Knowledge worker attaches the pdf file to process instance
Bot acts as an aid to human work
Knowledge
worker launches
bot from the
desktop

Example – Knowledge worker uses bot to create document
1. Claims BPM task
2. Launches a bot
3. Creates competitive info PDF
4. Attaches PDF to process
5. Examines competitive information in PDF
6. Makes a decision (completes BPM task)
Desktop
1
2
3
4
5
6
BPM Task

Bot triggers a BPM event
EVENT

External Invocation Bindings
REST
◦ the HTTP methods GET, PUT, POST and DELETE are supported.
SOAP Web Service
◦ Command supports the following only:
◦ Content Type: Text/XML
◦ Encoding Type: UTF-8 Format
◦ Authentication Type: Basic Authentication

Example - Bot starts a process
On a periodic basis bot extracts web data and compiles complex reports (.csv format), the extracts some
process relevant data from the reports
The bot invokes REST API the input parameters contain the data extracted from the reports
THIS STARTS a PROCESS INSTANCE
Web Browser Excel REST API
REPORT DATA

Bot becomes smarter
DECISION
WATSON
DATACAP

Using REST + JSON MetaBot to invoke decision
MetaBot – JSON Set Property
Values operation
Converts $Variables$ to JSON
MetaBot – JSON Get Property
Values operation
Converts JSON to $Variables%

Example – Bot uses ODM in automated loan approval
1) Copies data from MS EXCEL spreadsheet to Master Loan Management System
2) Formats REST parameters from the data in MS EXCEL spreadsheet
3) Invokes ODM decision via REST
4) Coped ODM decision information to Master Loan Management System
DECISION
1
2
3
4

Watson Services
Bots can leverage Watson Cognitive Services
Use Watson Cognitive
Services to use unstructured
data in automations

Example – Language Translation
Bot calls Watson Language Translation API via REST
Use Watson language detection API to discover what
langue is used

IBM RPA with Datacap
28
Intelligent ingestion process
Catch possible errors before they get to the bots
Overcomes obstacles raised when unstructured data is sequestered in complex documents
Reduce business and system exceptions
Datacap Insight Edition
Document capture for the Cognitive Era

Documents come from many sources
• Image
• PDF
• eMail
• Fax
• Word
• Excel
• Text
Scan Fax Email Mobile ECM
systems
Web
Services
Capture and process
information across
channels and formats
Box

Datacap Insight Edition Example
• Classifies & identifies documents
• Analyzes the content & context
• Extracts structured data from content

How does Datacap work in concert with RPA?
Datacap efficiently captures, accesses, analyzes critical transactional business content,
producing clean structured data that bots need to operate continuously and efficiently.
• Feeds data to bots from non-digital channels like mail, fax, email and mobile capture
• Digitizes and extracts data with cognitive capture
• Identifies errors before they get to the bots, minimizing exceptions

Example – Automate Sales Order
1. Sales Order
Enter orders in SAP system
4. Verify
orders
2. Cognitive Capture
3. Structured Data – Name/Value Pairs
RPA

IBM RPA with Automation Anywhere – Demo
RPA + Datacap

Thank you
Allen Chan, Distinguished Engineer
Chief Architect, Workflow
—
avchan@ca.ibm.com
+1-905-413-4088
ibm.com
Dennis Parrott
Offering Manager - IBM Digital Business Automation
—
dennis.parrott@uk.ibm.com
ibm.com

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1846 Business Automation with IBM Robotic Process Automation (RPA)

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