Automate with
SAP Intelligent Robotic Process Automation
Harsha Bhat
Solution Owner / Global GTM lead
SAP Intelligent RPA
Customer
The Intelligent Enterprise Framework
The Intelligent Enterprise
features 3 key components:
1
Manufacturing
& Supply Chain
Digital
Core
People
Engagement
Customer
Experience
Network & Spend
Management
Intelligent Enterprise Suite
Intelligent
Enterprise
Suite
Intelligent Technologies
2
Intelligent Technologies
RPA | AI/ML | IoT | Analytics
3
Digital Platform
Digital
Platform
Data
Management
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
Cloud
Platform
3
Vision: Combine Intelligent Technologies for End-to-End Automation
Interact
Chatbots to interface and hand-over to
execution bot
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Execute
Optimize
Intelligent RPA
Machine Learning (ML)
Multiple bot workflows for execution
(attended + unattended)
Self-learning bots with dynamic
adaptability
Performing Tasks
Learn from exceptions
4
One unified Cloud Solution including On-premise Automation Tools
 Third-party tools
 Non-SAP systems
SAP C/4HANA
 Legacy applications
 Web applications
Capture the
process flow
Assemble
bots
Mimic the user
and repeat
Check health
and expedite
 Internet portals
SAP Leonardo Intelligent
Technologies
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5
SAP Intelligent RPA version 1 : functionality debrief
Feature
Use
Desktop-based Process SAP Intelligent Robotic Process Automation provides a
Automation Design
software component installed on a supported OS that
you can use to author a process automation.
Integration of third-party The Studio allows you to integrate third-party
technologies
technologies to capture, record, and integrate actions.
Workflow-based
& Script-based
process automation
design
Visual Debugger for
process automation
Process Automation Programing Model supports Scriptbased and Workflow-based paradigm.
The Studio helps you to debug your process
automation on both local and remote clients.
Flow activities to model When you build a process automation, you can use rich
built-in activities to connect steps together.
clicks, selections and
many more
Access to a wide
range of software
technologies for
automation
SAP Intelligent Robotic Process Automation provides
various drivers that help you to automate your
processes. You can use them, for example, to retrieve
data from a user interface or API.
Access to
SAP applications
SAP Intelligent Robotic Process Automation provides a
set of connectors that you can use to access SAP
applications such as SAP GUI for Windows or SAP
S/4HANA.
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
Feature
Use
Direct access
to Microsoft Office
tools
A set of simplified libraries help you to access Microsoft
Office components and files such as Excel, Word, or
Outlook.
Cloudbased Orchestration
A cloud component, built on SAP Cloud Platform, allows
you to manage Environments, Hierarchies and Trust
relationship.
Cloud-based Monitoring Cloud component allows you to monitor package
and Dashboarding
deployment and job execution.
Centralized package
distribution
Within your tenant, you can configure and distribute your
process automation packages for attended or
unattended use. This cloud-based component works
seamlessly and securely with Desktop Agents deployed
on-premise.
Attended and
Unattended Bot using
a hybrid deployment
model
SAP Cloud Platform
security and identity
integration
Desktop Agents are deployed on-premise and can work
in attended mode, unattended mode or both based on
pre-defined availability.
The cloud-based component relies on SAP Cloud
Platform and leverages identity management, profile
management.
6
Solution Coverage
•
All industries: Bank, retail, energy, insurance, telco …
•
SAP and non SAP applications
•
Attended approach, unattended approach or both
•
Beginners or robotic experts
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7
Diverse use cases examples to potentially automate with SAP Intelligent RPA
Shared Service
Automation
Financial
Transformation
Customer Service
Automation
Operation
Automation
Data Management
Execute faster,
reduce errors,
optimize processes &
resources by
automating manual
tasks
Faster financial
closing, lower manual
efforts & optimize
resources
Increase customer
satisfaction and
higher throughput
Manual task
automation,
monitoring & visibility
Faster onboarding for
employees and
customers, consistent
master data
•
Manage payment advise
•
Financial Closing
•
Customer onboarding
•
Purchase Order automation
•
Data migration and entry
•
Financial closing task list
automation
•
G/L allocation
•
Return tasks
•
•
New employee onboarding
•
•
Contract data maintenance
Manage bank statements
Sales quotations, order
processing and data entry
•
•
Cash operations
automation
Supplier classification &
segmentation
•
Master data management
•
Claims processing
•
Asset accounting operation
•
•
•
Bank integration with FSI
Automating work orders
and change requests
IT service ticket assignment
& resolution
•
Populating subcontracting
forms
•
Intercompany SO
processing (internal)
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
8
How can RPA generate Business Value?
Improve operations
to mobilize resources for high-value tasks at lower costs
Increase service quality
to reduce cycle times for revenue generating transactions
Increase compliance
and analysis capabilities (through e.g. well-documented audit trails)
Reduce human errors
and gain speed and efficiency
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
9
Success Story : Online Bank – 200+ people save 80% time for customer onboarding
The problem:
Very complex
customer onboarding
process
• 12+ applications
• 30+ manual steps
Applications
12+
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
The RPA solution:
• Deploy 200+ Attended RPA
bots
• Reduction in handling time >
80%
• Production in 6 weeks
• Better customer satisfaction
Processing time
reduced
from 25 min to < 5
min
Time to Market
6 weeks
10
Digital Assistant – Digital Worker
Digital Assistant – Attended Bot
Digital Worker – Unattended Bot
•
Deployed on User Workstation
•
Deployed on Server
•
Automate a part process
•
Automate a whole process
•
Trigger by user
•
Schedule-based or Trigger-based
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
11
SAP Intelligent RPA Architecture
Developer/Designer
Administrator
R
R
Desktop Studio*
R
Factory
R
Application
Studio
Export
Configuration
Monitoring
Deployed
Package
Package
Credentials
Hierarchies
Desktop Agent
R
Application
R
Agent
Client / On Premise
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Orchestration
Execution
Logs
SAP Cloud Platform
*Desktop studio is only needed for bot developers / designers
12
Product Demo
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13
How are we different 1/4
•
Unrivaled ability to drive SAP applications
•
Technology connectors to ensure clean application drive
•
Dedicated connectors to S4/Hana and SAP GUI
•
Event based capture
•
Editable Javascript script
•
High reliability
 Native Windows applications,
•
High performance (robot speed)
 Web applications : Internet Explorer 9 +, Chrome 50+,
Firefox 50+,
•
Low footprint on desktops/servers
 Applications with automation APIs (Siebel, Office, CTI
software, …),
 SAP dedicated connectors
 Java Swing / AWT applications,
 Console and Mainframe Applications (3270, 5240,
AS400, VT100…),
 Client / server solutions (Web Serv. (REST, SOAP),
Citrix, Microsoft Remote Desktop),
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER
Customer
14
How are we different 2/4
Our ability to enhance the user experience allows to work on the added value, not only on the
saving
•
Introduce guidance
•
Simplify the application journey
•
Reduce learning curves
•
Reduce required mastership
•
Communicate with the human user
•
Keep the process control
Adding buttons or information
directly inside the UI
Banners
Create entire 360° view
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER
Customer
Buttons, fields,
images
15
How are we different 3/4
Provide a complete solution to industrialize the robotic approach
•
Covering attended or unattended
•
Mixing a drag & drop workflow designer
•
And a powerful script editor
•
High robotic component reusability
•
Complete step by step debugger
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
16
How are we different 4/4
Unique pricing model to ease the adoption
•
You can deploy as many robots as you want
•
You can install as many design studios as you need
•
Unique pricing based on consumption
•
Attended / unattended transparency
•
Direct link between your savings and your invoice !
•
Coud Platform Enterprise Agreement (CPEA) options for multiple intelligent
services credit ( Example : RPA + Chatbots)
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17
SAP Intelligent Robotic Process Automation
Pricing summary
Metric
1,000
Transactions
List
Price
 S/4 Digital Access is included in the IRPA price.
Tiers
From
To
 IRPA can create any of the 9 S/4 Digital Access
document types without additional licensing.
x
1
20
 Transactions are measured per calendar month.
x
21
50
x
51
100
 Each calendar month, the number of transactions is
reset to the total number of licensed transactions.
x
101
+
 Unused transactions are not carried over.
 SKU is included in CPEA
Transaction metric
 DBS Services available with 50149141
 A transaction is a single execution of one bot.
 Aligns with costs
Example:
 Same price for attended and unattended bots
 Load a 1,000 row spreadsheet into S/4, creating one
PO per row.
 1 bot running 100 transactions is the same price as
100 bots running 1 transaction.
 Simple to size – no runtime analysis required.
 One bot will read the spreadsheet, a second creates
the PO.
 Short, simple bots are a design best practice
 Result: 1,001 transactions consumed.
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18
Intelligent Process Automation with SAP Leonardo
Thinking / Decision Making
Machine Learning
Listening & Speaking
SAP Conversational AI
Acting
SAP Intelligent RPA
At the heart of your business
Intelligent Applications
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19
Key Factors Driving Solution Roadmap
Achieve a best-integrated RPA
for automating SAP
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
Create a truly intelligent RPA
•
by feeding in AI into the core
of RPA
Make RPA stable and efficient
•
by reducing time for implementation
and ongoing maintainance effort
20
Roadmap and Vision of SAP’s Intelligent RPA
Release 1 – Q2 2019
•
Deliver core framework for
Intelligent RPA
•
Integrate desktop automation
scenarios
•
Identify S/4HANA automation
scenarios
•
Platform capability to automate
use cases involving desktop
tools, MS office, third-party
systems, web applications,
non-SAP applications
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
21
Subject to change
What is planned for SAP’s Intelligent RPA solution?
Release 2 – Q3 2019*
•
•
•
•
•
•
Enhance bot building process
through unified bot building
tools
Integrate with SAP Cloud
Platform Workflow
Release 3 – Q4 2019*
•
Expand bot creation and
runtime environment to
deepen integration with SAP
LoB products
•
Store capabilities for
collaborative bot building and
delivery
Possibility to execute bot only
in cloud
•
Integration accelerators for
consuming Conversational AI
and Machine Learning services
Introduce marketplace for
out-of-the-box industry best
practices
•
Handle unstructured data for
end-to-end automation
•
Identify pre-built bot content
for wider SAP portfolio
Build further bot templates and
APIs for S/4-based processes
Identify SuccessFactors
automation scenarios for HR
use cases
Release 4 – Q1 2020*
•
•
Provide further recording and
integration capabilities to cover
entire SAP technology portfolio
Conduct PoC for Process
Mining/Process Visibility
•
Improve bot stability using
Computer Vision
•
Integrate SAP Open
Connectors for cloud only
execution
•
Marketplace for partner bot
content
•
Integration with SAP Analytics
Cloud product family
*This is the current state of planning and may be changed by SAP at any time without notice
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Release 5 – Q2 2020*
•
Bot recommender based on
process mining
•
Computer aided re-use of
market place content
•
Introduce machine learningbased bots for exception
handling
•
AI based assistant for bot
healing to lower maintenance
efforts
22
Questions / Exchanges
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23
Thank you.
Contact information:
Harsha Bhat
Solution Owner – SAP Intelligent RPA
harshavardhan.bhat@sap.com
Appendix
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25
In Total: 44 Cases
S/4HANA – Internal Roadmap
Status:
24.4.2019
as of April
Planned Robotics Process Automation Use Cases
Q1 ‘19*
Finance
•
•
•
Q2 '19
6
(Dev) Create Down Payment Request
(Customer) AM301 1903
(Dev) Disputes Management Customer interaction AM305 1903
(Dev) Upload Journal Entry AM299
1903
•
•
•
•
•
Procure
•
•
•
(Dev) Purchase Order
Confirmations AM304 1903
(Dev) Supplier Master Data AM302
1903
(Dev) Create Purchase Requisition
AM380 1903
•
•
•
•
Q3 '19
13
(Eval) Create Down Payment Request
(Customer) AM301 1905
(Eval) Disputes Management Customer interaction AM305 1905
(Eval) Manage Payment advice AM300
1903/1905
(Eval) Upload Journal Entry AM299
1905
(Eval) Managing Incoming Payment
Files AM423 1905
(Eval) Recurring Supplier Invoices
(without PO) AM424 1905
(Eval) Purchase Order
Confirmations AM304 1905
(Eval) Supplier Master Data AM302
1905
(Eval) Create Purchase Requisition
AM380 1905
(Eval) Purchase Order
Creation AM406 1905
June 10 BP Delivery
•
Expansion of Foundation in all areas
Industry Expansion
Foundation Bot Skills in LoB
Q4 '19
Beyond
20
•
•
•
•
•
•
•
•
•
(Disc) Automate Advanced Financial Closing Tasks AM384
(Disc) Manage bank statement manually AM438
(Disc) Supplier Invoice Entry AM445
(Disc) Check Deposit List Upload
(Disc) Mass Reversing Journal Entry Functionality
(Disc) Mass Reset and Reversal of Payment Runs
(Disc) Supplier Invoice Entry
(Disc) Manage Bank Statement Manually
(Disc) Automate Advanced Financial Closing Tasks
•
•
•
•
•
•
(Disc) Auto Update of Shipping Status from Logistics Provider Tracking Number
(Disc) Export Purchase Requisition to Excel Template
(Disc) Quality Management – Creation of Inspection results for Good Received
(Disc) Prepare RFQ
(Disc) Bundling of Purchase Requisitions
(Disc) Operational Purchasing – Source of Supply Determnation
•
Mass transfer of time & expenses rom
one WBS to another. . - Q3 2019
(Customer) AM399
•
(Disc) Outgoing Payment File without
File Interface and/or Bank Integration
AM421
(Disc) Post General Journal Entries
AM422
•
•
Professional
Services
•
•
Discrete
Industry/
Manufacturing /
Produce
•
SD
•
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ Customer
•
(Eval) Physical Inventory count upload
AM444 1905
(Eval) Production Order Operation
Confirmation via Upload AM471 1905
•
•
•
(Disc) Profit Center Reorganizations
Automation with mass change capability
Unplanned (Customer) AM389
(Disc) Mass Change of names for Project
Attributes. (Customer) AM463 –
Unplanned
(Disc) Intelligent process to show Concur
expenses for projects within project
monitoring AM391 (Customer)
(Disc) JIT Call entry from documents AM417*
(Disc)* Production Order Conversion AM412
(Disc) Production Order Goods Receipt AM414*
= updated
(Eval) Create Sales Inquiry AM441 1905
•
5
= new
(Eval) Manage Sales Orders: Create
Order with
(P) Sales
= PAL/PAI
multiple order entry types. AM440
(L) = Leonardo
26
•
For 1809 OP SP 1