Neo Automation Series Part 4 - Road-map to Successful Automation
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The document outlines a framework for successful automation in business, emphasizing education, clear objectives, opportunity assessment, and design model selection. Key steps include planning for process, people, data, technology, change management, and executing pilots before scaling and sustaining automation efforts. It also highlights the importance of a governance structure and ongoing evaluation to ensure effective implementation and reinvestment of savings.
Neo Automation Series Part 4 - Road-map to Successful Automation
- 1. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com GRAPHIC SOURCE: MAILCHIMP FOCUS ON AUTOMATION AS A SOURCING LEVER
- 2. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com2 STEPS TO SUCCESSFUL AUTOMATION
- 3. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com3 1. GET EDUCATED, STAY EDUCATED Link to Automation Wisdom
- 4. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com4 2. HAVE CLEAR OBJECTIVES & ALIGNMENT What business issue or opportunity are you solving? What are the intended benefits? What will change? What metrics will define success? What is the strategy for re-deploying existing resources upon scaling? May be more relevant after step 3.
- 5. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com5 3. ASSESS WHAT TO AUTOMATE? NEED DOMAIN, PROCESS AND OPERATIONS SMEs AND AN EVALUATION METHODOLOGY
- 6. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com IDENTIFYING OPPORTUNITIES Processes To Be Automated Qualifies for Automation? Status quo until process changes No Yes NEO SourcePrismSM Analysis Engine Socialization with Functional Lead and Team Gaps/Risks as identified by Functional Lead and Team Executive Review Automation Capability Wave 1 Wave 2 Near term opportunity for automation Longer term Limited risk Greater Risk, and so requires additional activity / risk mitigation steps Based upon complexity of process and work type (e.g. transactional) Based upon complexity, type of interactions, work type (e.g. non transactional, decision making) Domain Expertise Skill Requirements Operational Requirements Business Impact and Risk Documentation and Training Assessment of Work Processes Governance Consolidation Opportunities Risk Analysis Automation Services Technologies Provider Data Requirements
- 7. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com7 4. DESIGN MODEL • Which tool/technology to use • Outsource, Outsource-to- Insource, Build • Centers of Excellence for capacity building
- 8. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com LEVEL OF AUTOMATION
- 9. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com ROLE OF PEOPLE IN AUTOMATION SOURCE: WORKFUSION
- 10. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com10 5. BUILD PLAN Plan should address • Process • People • Data (Inputs and Outputs) • Technology • Change Management • Governance • Timeline People Data ProcessesTechnology Governance Change Management
- 11. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com11 6. EXECUTE PILOTS EVALUATE SETTING UP A CoE LEVERAGE ROBUST MONITORING & EVALUATION USE PILOTS TO LEARN AND ADAPT
- 12. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com12 7. SCALE & SUSTAIN NEED DOMAIN, PROCESS AND OPERATIONS SMEs AND AN EVALUATION METHODOLOGY Source: Deloitte • Celebrate Successes • Understand Limitations • Assess impact upon scaling • Ensure Change Management • Test Governance • Implement Scale • Monitor • Scan New Market Developments • Test and Integrate
- 13. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com YOUR AUTOMATION CHECKLIST 1. Knowledge: Get educated, stay educated 2. Objectives: Establish objectives and alignment 3. A. Identify opportunities to automate • Match right tool (automation) to right problem and business end state/ROI • Not every process needs automating… • Target labor intensive, repetitive, error-prone processes B. Validate and prepare the opportunity • Know the landscape • Understand the upstream and downstream impact • Rationalize, understand, and reengineer the end- to-end business process 4. Select a design model and capability acquisition plan • Which tool/technology to use • Outsource, Outsource-to-Insource, Insource • Centers of Excellence for capacity building 5. Develop automation plan • Process • People • Tools • Governance • Change Management 6. Design and execute pilots 7. Scale and sustain 5. Replicate the value into new demonstrations and new business processes 6. Reinvest savings into future projects 8. Design new processes and obtain next generation benefits Source: Neo Group
- 14. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com 14
- 15. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com15 Source: Dilbert Cartoon
- 16. © 1999-2018 Neo Group Inc. Proprietary. www.neogroup.com USA 129 Newbury St., Suite 400 Boston, MA 02116, USA www.neogroup.com 617.830.1664 AMSTERDAM, NETHERLANDS BANGALORE, INDIA BOGOTA, COLOMBIA GUADALAJARA, MEXICO NEW YORK, USA SAO PAULO, BRAZIL SAN FRANCISCO, USA SYDNEY, AUSTRALIA ATUL VASHISTHA Chairman atul@neogroup.com +1.617.580.2885 HEMANT PUTHLI Partner hemant@neogroup.com JOHN BREE Partner john@neogroup.com www.NeoGroup.com www.SupplyWisdom.com info@neogroup.com © 1999-2017 Neo Group Inc. Proprietary THANK YOU! 16