Realizing the Promise of AI .pdf
0 likes546 views
Realizing the Promise of A
Realizing the Promise of AI .pdf
- 1. Proprietary and Confidential WEBINAR RECAP Realizing the Promise of AI: How Coke Florida & Equifax Achieved Automation Success February 26, 2025 12:00 pm ET Jerome M. Austin Intelligent Automation Program Lead Coca-Cola Beverages Florida Daniel Fernandez RPA/AI Strategy & Product Leader Equifax Sr. Managing Director, Digital Transformation Auxis Bill Woodford Managing Director of Intelligent Automation Auxis Eduardo Diquez
- 2. Proprietary and Confidential Proprietary and Confidential • Key challenges preventing organizations from realizing the "promise" of AI & Automation • The journey of Equifax & Coke Beverages Florida • A Proven Value Realization Framework across the three key stages: 1. Discover 2. Automate 3. Operate • Agentic & What’s Next • Q&A Key Topics to Discuss
- 3. Proprietary and Confidential 52%report of organizations say a lack of skilled workers is their biggest barrier to being able to implement and scale AI effectively. 2023 IDC The Business Opportunity of AI 40% plan on implementing one, suggesting there is real value and significant benefits to be realized by implementing a dedicated automation team. Blueprint 2023 survey of surveyed organizations already have an RPA CoE and another 50% of companies fail to define and monitor any KPIs related to AI and value creation. BCG Report 2025: Closing the AI Impact Gap 60% of companies plan to invest more in AI over the next 3 years, but only 1% say their current investments have reached "maturity" McKinsey 2025 AI in the Workplace Report 92% Most companies continue to struggle realizing the full value of Automation & AI for multiple reasons... of companies rank AI as a top investment priority, but only 25% are seeing significant value. BCG Report 2025: Closing the AI Impact Gap 75% Top challenges preventing organizations from maximizing value from their AI & Automation program 59% 59% 45% 34% Difficulty identifying high-impact use cases Proving the business case and ROI Limited technical skills or resources Difficulty scaling automation beyond initial pilots Results are based on webinar registration responses
- 4. Proprietary and Confidential Polling Question #1 Based on prior results, to what degree has your organization realized value through Intelligent Automation and AI? Exceptional, off the charts! 0% Minimal/Limited 58% High 16% Moderate 25% None 0%
- 5. Proprietary and Confidential Automation Journey Automation Journey
- 6. Proprietary and Confidential Value Realization Framework Overview Value Realization methods must be embedded throughout the end-to-end lifecycle Business Objectives Opportunity Identification Define Benefits & ROI Pipeline Prioritization Future State Design Built & Test Elevate Roles Change Management Track Results Learn & Advance Discover (Pipeline) Automate (Implement) Operate (Realize) Innovation Stakeholder Engagement Discover: Business-led approach to identify and prioritize a pipeline of Intelligent Automation + AI opportunities Automate: Rapid implementation focused on future state design, build and redefined roles to achieve targeted outcomes Operate: Results tracking linked to business objectives, support, actions and communication
- 7. Proprietary and Confidential Discover Phase Business Objectives Opportunity Identification Define Benefits & ROI Pipeline Prioritization Future State Design Built & Test Elevate Roles Change Management Track Results Learn & Advance Discover (Pipeline) Automate (Implement) Operate (Realize) Innovation Stakeholder Engagement Discover: Business-led approach to identify and prioritize a pipeline of Intelligent Automation + AI opportunities
- 8. Proprietary and Confidential • Workshops: Facilitate cross-functional stakeholder workshops to collaboratively identify opportunities • Process Interviews: Conduct one-on-one or group interviews with key stakeholders and SMEs to gather insights • Assess Dashboards/KPIs: Review current and target state performance measures (data requests may be required) • Surveys: Use questionnaires to gather quantitative data from a broader audience Key Engagement Elements Techniques to Gather Insights Identify: Determine stakeholders based on target business scope and expected value creation potential Understand: Discuss targeted outcomes and key pain points Brainstorm : Educate stakeholders on relevant use cases; identify and capture improvement opportunities Define Approach: Share engagement framework, roles and expected time commitments Facilitate Buy-In: Communicate progress, pipeline, results, capture feedback and improve Stakeholder Engagement Active engagement drives opportunity identification, collaboration and buy-in:
- 9. Proprietary and Confidential Discover Work with stakeholders and department heads to identify pain points and challenges Assess Perform a deep dive assessment on opportunities per quarter Prioritize Apply prioritization criteria to the processes assessed and rank them Product Owner Approval Receive approval on proposed opportunities from single-point of contact to begin requirements gathering and documentation Manage Backlog Manage a constant backlog of 9+ approved automation opportunities Discover Assess Prioritize Product Owner Approval Manage Backlog 1 Pipeline Management Pipeline management is critical to drive the success of Automation + AI initiatives 2 3 4 5
- 10. Proprietary and Confidential Identify Current Opportunities for Automation Evaluate Opportunities Based on pre- defined factors Select Processes for Deep Dive Analysis Conduct Deep Dive Analysis & Produce Documentation(PD D, SDD, Process Flows) Review and Prioritize Findings Develop Implementation Roadmap and Resource Plan Next Steps 1. Prioritize processes based on analysis 2. Conduct deep dive analysis on selected opportunities 3. Develop implementation roadmap and resource plan Process Selection Criteria • Potential for significant outcomes and benefits • Criticality to business operations • Manageable complexity and risk • Regulatory compliance assurance • Stakeholder engagement and change readiness Prioritization and Deep Dive Analysis of Current Opportunities 1 2 3 4 5 6
- 11. Proprietary and Confidential Value High Low Low Implementation Cost and Complexity ROI Potential High II I III IV Fill-ins Big Projects Low Priority Quick Wins • Increased Productivity • Cost Reduction • Customer Experience • Improve Quality • Scalability • Reduce Error Rates • Enhanced Compliance • Data-Driven Decision- Making • Process Variation • Source and Targets • Types of Technologies Implementation Cost and Complexity Factors Value Factors Prioritization Matrix This Prioritization Matrix enables data-driven decisions, selecting the most impactful automation and AI opportunities to achieve targeted business objectives.
- 12. Proprietary and Confidential Capabilities for prioritizing projects based on defined criteria, aligning projects with strategic goals, and generating detailed reports for informed decision-making Prioritization and Reporting Provides transparency into the progress of automation initiatives, enhancing visibility and accountability at all levels of the organization and enabling prompt issue resolution Visibility and Accountability A collaborative platform that fosters communication, feedback sharing, and knowledge exchange among automation teams, enhancing teamwork and project success Collaboration and Communication Project Tracking and Management Robust tools for tracking project status, milestones, and timelines, facilitation effective project management and coordination Automation Hub Key Features Centralized Project Repository A single, organized repository for all automation projects, ensuring easy access and efficient project management Streamlines resource allocation and task assignment, ensuring that the right resources are assigned to the right projects, optimizing efficiency and expertise utilization Resource Allocation
- 13. Proprietary and Confidential Maximizing Efficiency and Accelerating Time-to-Value through Intelligent Project Management Automation Hub ensures seamless integration with organizational goals, aligning automation initiatives with strategic objectives Prioritize automation opportunities effectively, maximizing efficiency with Automation Hub’s intelligent project management Expeditious deployment of automation projects with streamlined processes, accelerating time-to-value Unlocking Strategic Synergy with Automation Hub
- 14. Proprietary and Confidential Polling Question #2 What best describes your current automation backlog versus capacity to deliver? (Select all that apply) Too much backlog for current capacity 60% On track to deliver backlog on time with current capacity 10% Not enough backlog and extra capacity 20% Capacity is not the issue, but the skills needed are lacking 10%
- 15. Proprietary and Confidential Polling Question #3 How are you implementing (design, build, test, operate) automation and AI solutions? In-house: working well 37% With Partner(s) – working well 25% In-house: not meeting expectations 25% With Partner(s) – not meeting expectations 12%
- 16. Proprietary and Confidential Automate (Implement) Phase Business Objectives Opportunity Identification Define Benefits & ROI Pipeline Prioritization Future State Design Built & Test Elevate Roles Change Management Track Results Learn & Advance Discover (Pipeline) Automate (Implement) Operate (Realize) Innovation Stakeholder Engagement Automate: Rapid implementation focused on future state design, build and redefined roles to achieve targeted outcomes
- 17. Proprietary and Confidential Transition from pipeline to delivery Closing the bridge, lessons learned from implementations Uncontrolled growth and “Bot Sprawl” Scope creep Use cases “too complex” Delivery resources “too busy” Clear transparent prioritization framework -> Involve your executives and sponsors to get org alignment Be upfront with stakeholders and dedicate more time for discovery activities Leverage emerging technologies like GenAI or ML. Upskill your team to address challenging business use cases Create a shared resource pool ready to “jump” to high priority projects or use partners like Auxis to drive implementations.
- 18. Proprietary and Confidential Workshops: Conduct sessions with stakeholders and SMEs to thoroughly understand needs and current-state process Process Mapping: Map out current state (AS-IS) and future state (TO-BE) processes to identify gaps and opportunities. Improvement identification: Identify specific areas where automation can drive the most value. Business Objectives: Ensure that the identified requirements align with business goals. Steps to Gather Requirements Align with Business Case Efficiency Gains: Quantify reductions in time and effort required to complete the task/process. Cost Savings: Calculate direct and indirect financial savings from the solution. Error Reduction: Highlight decreases in manual errors and rework, leading to improved quality. Compliance Improvements: Document enhancements in compliance and adherence to regulations Business Impact: Explain how these benefits contribute to achieving overall business goals Design to Achieve Outcomes
- 19. Proprietary and Confidential Operate Phase Value Realization methods must be embedded throughout the end-to-end lifecycle Business Objectives Opportunity Identification Define Benefits & ROI Pipeline Prioritization Future State Design Built & Test Elevate Roles Change Management Track Results Learn & Advance Discover (Pipeline) Automate (Implement) Operate (Realize) Innovation Stakeholder Engagement Operate: Results tracking linked to business objectives, support, defined accountability and communication
- 20. Proprietary and Confidential Bot Operationalization Climbing for successful implementation BEST PRACTICES • Development Framework • Ensure team follows SDLC - Testing • Reusable components • State of the art infrastructure • Data Encryption • Data Residency • Industry Specific Regulations • Well defined access controls REGULATORY REQUIREMENTS PROACTIVE MONITORING • Automated alerts for infrastructure • Comprehensive exceptions • Early Warning Systems • Periodic process validation STAKEHOLDER ENGAGEMENT • Seamless handover mechanism • Track key metrics • Change mindset to digital workforce
- 21. Proprietary and Confidential UiPath Insights UiPath Insights is an RPA analytics solution that enables your business to track, measure, and manage the performance of your entire automation program Utilization Errors Success Rate Duration Process Outcomes Time Saved Money Saved ROI Operational Datapoints Business Datapoints ROI & Performance Reporting Transparent RPA Operations Orchestrator & Robot Data
- 22. Proprietary and Confidential Role/Function Start Stop Continue Role 1 Review transaction exceptions queue Keying transaction details Take responsibility for processing accuracy, quality & timeliness Role 1 Resolve processing exceptions Relying solely on manual execution Regular communication with team members Role 1 Review dashboards for SLA complication Resisting automation integration Contributing valuable insights to process enhancement Automation + AI enables higher productivity. Change management is critical to define and communicate changes to roles, revise resource allocations and to drive adoption. Future State Roles & Change Management RACI Matrix RACI Definition Responsible: The person or team that performs the task. Accountable: The person ultimately answerable for the quality and result of the task Consulted: Individuals who provide input and feedback (two-way communication). Informed: Individuals kept up-to-date on progress (one-way communication). Project Deliverable or Activity Role 1 Role 2 Role 3 Role 4 Project Management R A I C Identify Opportunities I R C A Assess Risk I R C A Create Functional Design I R C A Development I A R C User Acceptance Testing A I R C Move into Production I C R A Review Lessons Learned A C R I Ongoing Operations C A R I Defining Role Changes
- 23. Proprietary and Confidential Proprietary and Confidential What’s Next? • AI Growth • Agentic Perspective
- 24. Proprietary and Confidential Polling Question #4 Agentic automation is evolving rapidly. Are you interested in learning more about it? Yes 66% No 33%
- 25. Proprietary and Confidential Q & A ©2025 – Auxis LOOKING FORWARD TO WORKING WITH YOU
- 26. Proprietary and Confidential Register Now! JOIN OUR NEXT WEBINAR Latin America’s Shared Services & Outsourcing Industry Revealed: Insights from the SSON/Auxis Market Report March 5, 2025 12:00 pm ET
- 27. Proprietary and Confidential Thank you for attending! Daniel Fernandez RPA/AI Strategy & Product Leader Equifax Jerome M. Austin Intelligent Automation Program Lead Coca-Cola Beverages Florida Eduardo Diquez Managing Director of Intelligent Automation Auxis Bill Woodford Sr. Managing Director, Digital Transformation Auxis