UiPath Citizen Development
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This document summarizes a webinar about citizen development and democratizing automation. It discusses: - What citizen development means and the benefits it can provide like accelerating automation adoption and reducing costs. - Different models for citizen development based on automation complexity and oversight levels. It emphasizes finding the right balance of oversight. - Best practices for building awareness, enabling employees to become citizen developers through training, and choosing the right technology like UiPath StudioX. - Common concerns around citizen development like security, licensing costs, and pressure on the Center of Excellence. It provides strategies for addressing these concerns. The webinar aims to provide guidance on successfully implementing citizen development programs to maximize the value
UiPath Citizen Development
- 1. UiPath Citizen Development: A Real-World Perspective to Democratize Automation Eduardo Diquez Managing Director, Intelligent Automation Auxis WEBINAR May 25th at 12:00 PM ET Julio Viquez RPA Infrastructure Architect, RPA Solution Designer & BTA Process Excellence VMware Fabiana Corredor Marketing Director Auxis
- 2. 2 The Three Components to Maximize the Value of Your Automation Program • Qualified and cost-effective talent • Training & Upskilling Program • Close Collaboration requiring live communication between the COE, the business and IT • Program Vision and Sponsorship • Clear Definition of What Success Looks like • Pipeline Management • Enables idea creation • Execution at Scale • Low Code Self-Used Automations • AI & Machine Learning, going beyond the RPA core technology • Performance Management • Reliable Support • Citizen Development Automation Vision & Governance Having the Right Technology Talent Management
- 3. 3 Democratizing RPA is the final step of achieving hyperautomation maturity Hyperautomation maturity Highly Manual Organization Fully Automated Enterprise Automation Vision & Executive Sponsorship Getting Started & Proving the Value Mastering Post- Implementation Support Refining Pipeline Management & ROI Measurement Democratizing RPA with Citizen Development Continuous Employee Awareness & Communication Program Prove Establish Expand Scale
- 4. Today’s Discussion Will Focus On: • What does citizen development really mean? • Reasons why you should consider it • How do to citizen development right? • Different implementation models and levels you can consider • When does it make sense to apply each? • How to build the right governance around citizen development • How has Vmware approached citizen development? • How to create organizational awareness • How to enable your employees to become citizen developers? • Leveraging technology to implement your citizen development program • Best practices and lessons learned
- 5. 5 How long ago did your company start implementing RPA? Poll Question # 1 1. We have not started 2. Less than 6 months ago 3. 1 year ago 4. 2 years ago 5. Over 3 years ago 16% 16% 11% 26% 32%
- 6. 6 80%+ of automatable processes fail to deliver ROI that justifies prioritization in a company’s RPA CoE Source: UiPath • These processes could significantly increase productivity and satisfaction for single or small groups of employees • Employee driven solutions that do not require professional developers
- 7. 7 The Definition of a "Citizen Developer" "A non-technical user that creates simple automations for themselves and their departments" Source: UiPath
- 8. 8 Reality check... 66% of employees have not even heard of RPA. Making them aware is an obvious first step towards citizen development... 86% of employees want to use automation, but only 30% of business leaders give them access to it, and only 5% allow them to create their own automations.
- 9. 9 What would be your main reasons to implement a citizen development program? Select all that apply Poll Question # 2 1. Accelerate the potential of automation across the company 2. Reduce implementation costs for simpler automations 3. Create more accountability/engagement from the business on the automation program (“skin in the game”) 4. Opportunity to create more internal talent that can be part of the RPA COE 5. I am not sure if I want to implement a Citizen Developer Program 81% 54% 38% 31% 12%
- 10. 10 Automation Journey Julio Viquez RPA Infrastructure Architect, Solution Designer & BTA Process Excellence VMware
- 11. ©2019 VMware, Inc. 11 Why Robotic Process Automation(RPA)? RPA enables VMware Employees to ‘Think and Innovate’ WHY RPA & INTELLIGENT AUTOMATION? 11 With a mind space to solve complex problems With eliminated manual effort With more time to take up new challenges
- 12. ©2019 VMware, Inc. 12 Geographical Locations VMware RPA Center of Excellence # Countries: 8 # Employees: 122 # Automation: +400 # Groups: + 30
- 13. ©2019 VMware, Inc. 13 RPA Journey 2017 • Buy-in to invest in RPA • Establish COE • Created engagement model • Tools evaluation 2017 • UiPath Partnership • First BOT went to Work 2018 • Playbook defined 2020 • First Finance BOT Deployed • Finance GPO Partnership + Sales Operations + Order Management + FP&A + Finance + Partner Ops + IB Services + Global Services + Enterprise Data & Analytics + IT + HR + Legal + Strategic Sourcing + Many others… N/A Now & Beyond • Scale Delivery & Governance • Explore RPA+ML/AI, etc. (Intelligent Automation) We Are Here.. Business engagement 2022 Click to add text
- 14. ©2019 VMware, Inc. 14 RPA CoE Operating Model RPA ECOSYSTEM BPM Transformation Opportunities Short-Term IT Changes Process Optimization Policy Enablement 02 03 04 05 01 Intake Process
- 15. Building the Right Governance for Your Citizen Developer Program
- 16. 16 Reaching the right balance of oversight without stifling innovation and adoption is the key to success Source: UiPath 1. CoE Led: Mid to High complexity automations with several business rules and exceptions. These automations usually have high FTE impact or create measurable business continuity risk. a. Delivery Responsible: CoE b. Oversight and Governance: High c. Support Model: CoE The Top-Down Approach
- 17. 17 Reaching the right balance of oversight without stifling innovation and adoption is the key to success Source: UiPath 1. CoE Led: Mid to High complexity automations with several business rules and exceptions. These automations usually have high FTE impact or create measurable business continuity risk. a. Delivery Responsible: CoE b. Oversight and Governance: High c. Support Model: CoE The Bottom-Up Approach
- 18. 18 Reaching the right balance of oversight without stifling innovation and adoption is the key to success Source: UiPath 1. CoE Led: Mid to High complexity automations with several business rules and exceptions. These automations usually have high FTE impact or create measurable business continuity risk. a. Delivery Responsible: CoE b. Oversight and Governance: High c. Support Model: CoE 2. Departmental: Simple automations with limited to no business exceptions that can be developed by enabled RPA Stakeholders within the organization but can bring benefit to a specific department/group within the organization a. Delivery Responsible: RPA Stakeholder b. Oversight and Governance: Mid. CoE will be responsible to curate and deploy automation to the appropriate users c. Support Model: CoE 3. Individual: Simple automations with limited to no business exceptions that can be developed by enabled RPA Stakeholders within the organization for personal use as a digital assistant a. Delivery Responsible: RPA Stakeholder b. Oversight and Governance: Low. CoE will have no code oversight other than for inventory records c. Support Model: RPA Stakeholder The Bottom-Up Approach
- 19. ©2019 VMware, Inc. 19 Empowering Business Users Vmware's Real-Life Story - "Digital Assistant Program" Current RPA Program – CoE driven Citizen Dev. Program – Empowering business users
- 20. 20 What are your biggest concerns about implementing a citizen development program? Select all that apply Poll Question # 3 1. Security and controls 2. Increase in licensing costs without a clear ROI 3. Employees not embracing the program 4. Ability to upskill and train employees 5. Pressure on the COE given the growing demand for support 83% 56% 33% 44% 33%
- 21. Creating Awareness & Adoption
- 22. 22 If you had to guess, what % of the employees in your company are aware of what RPA is and how it can be leveraged? Poll Question # 4 1. Less than 20% 2. 20% to 40% 3. 40% to 60% 54% 23% 23%
- 23. What to Master Before Getting Started in Citizen Development?
- 24. Enabling Employees to Become Citizen Developers
- 25. Choosing The Right Technology
- 26. 26 UiPath’s StudioX provides users an intuitive solution while also bringing the right level of governance Source: UiPath Friendly interface, and pre-designed templates and scenarios, you could launch a robot on your lunch hour with direct integrations to all your everyday applications and systems Run it yourself, share it with others Your robot is deployed locally on your desktop. You control how to run and schedule it through UiPath Assistant. And you can easily share your automations with coworkers (who will be very grateful). Gives the right oversight Centers of Excellence (CoE) can set guardrails around what users can and can’t do. And an automatic audit trail helps ensure the quality and compliance of your citizen developer programs. No-code drag-and- drop construction
- 27. Lessons Learned & Key Takeaways
- 28. 28 Best practices on starting your citizen developer program Start Small Find a couple of candidates in the key departments and focus on their success Require participants to go through a structured training plan Create an internal certification program that puts automation training to the test Measure the benefit of your citizen developer program
- 29. Q&A Eduardo Diquez Managing Director, Intelligent Automation Auxis Julio Viquez RPA Infrastructure Architect, RPA Solution Designer & BTA Process Excellence VMware
- 30. 30 Are you interested in scheduling a consultation with Auxis to discuss your automation program? 1. Yes, please reach out to me to schedule 2. Yes, I will reach out to schedule Please reach out to one of our Automation Sales Executives sofia.bejarano@auxis.com to schedule your consultation or if you have any questions Poll Question # 5
- 31. Thank you for joining us! Eduardo Diquez Managing Director, Intelligent Automation Eduardo.diquez@auxis.com Julio Viquez RPA Infrastructure Architect, RPA Solution Designer & BTA Process Excellence jviquez@vmware.com
- 32. 32 Appendix – Some Valuable Resources • Auxis Whitepaper: The Secret To Scaling your UiPath Hyperautomation Journey • UiPath State of The RPA Developers Report 2021 • Bain 2021 Report on Overcoming the Automation Paradox • Solving the RPA Talent Shortage with Nearshoring • 7 Considerations for Selecting Your RPA Partner • Building Your RPA Center of Excellence • 2020 Guide: Best RPA Tools • 60 Processes to Consider for RPA Automation • How To Accelerate your RPA Journey • RPA Case Studies • Other RPA Webinars • Other RPA Blogs
Editor's Notes
- #3: The critical role of Support in your UiPath Program – is it the same for every company? How to build the right Operating Model - Planning Long Term How to structure processes and procedures to ensure issues are addressed timely and effectively within the SLAs The role of automation within your support function – Reactive vs Proactive Maintenance Using Test Suite to proactively identify issues caused by application changes Automation of Issue Management – The role of a strong framework Automated performance management structure – What is not measure does not exist The Automation Talent Gap Building capabilities internally vs. leveraging a partner Best practices for attracting, training, and retaining top talent
- #4: 5 min
- #5: 10
- #9: UiPath – Sam can you introduce yourself and your role at UiPath so the audience understands the perspective you bring to the discussion Amerant – same for Jose, your role at Amerant and briefly describe how RPA is being viewed and leveraged across the organization
- #11: 15 - 20
- #21: 30
- #24: Strong COE – Internal/Partner Clear vision of RPA Role Training plan developed Clear understanding of the Program Goals and Stages
- #26: 40 - 45
- #28: Talk About Automation Hub – It all Starts with Assumption Validation
- #29: 55
- #30: 55