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Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Dreading Your Data Migration Project?
3 Ways Robotic Process Automation Can Help
Presented May 10, 2018
Dreading Your Data Migration Project?
3 Ways Robotic Process Automation Can Help
An AIIM Webinar presented May 10, 2018
Underwritten by:
John Mancini
Chief Evangelist
AIIM
Chris Horne
Sr Director, Product Marketing
Kofax
Today’s Speakers
Underwritten by:
Agenda
We’ll discuss how Robotic Processing Automation
(RPA) can assist with:
1. capturing your data accurately at the point of
ingestion
2. moving your data from one system to another
3. connecting legacy systems together to minimize
manual work and create a better customer
experience
Underwritten by:
Information Chaos Needs to be Tackled at its Origins
There is a big opening
for a redefined capture
industry -- reinvented
beyond “scanning.”
85% see failure to
digitize and standardize
(and automate!)
business inputs as a key
Transformation
bottleneck. 46%
40%
6%
7%
2%
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
Digitizing and standardizing business
inputs is one of the key bottlenecks for
Digital Transformation.
Underwritten by:
Underwritten by:
Information Chaos Needs to be Tackled at its Origins
Desire to digitize and
standardize (and
automate!) business
inputs translates into
rising interest in multi-
channel capture and
RPA. 19%
31%
23%
27%
9%
7%
Robotic process automation
Multi-channel intelligent
capture
What are your spending plans for these
technologies in the next 18-24 months?
the same more a lot more
Underwritten by:
Future of the Digital Workforce
Head Work:
Cognitive
Automation
Hand Work:
RPA
• Automate repetitive
tasks
• Reduce processing time
• Increase data accuracy
• Knowledge workers can
focus on critical business
decisions
• Process improvements
when integrated with
cognitive/machine
learning capabilities
Underwritten by:
Robot Exceptions Escalated for Human Processing
Document Process
Automation
Autonomous
Robot Execution
Systems and
Content
Underwritten by:
Robot Orchestration and Delegation
Document Process
Automation
Autonomous
Robot Execution
Systems and
Content
Underwritten by:
Moving your Data from One System to Another
16%
8%
5%
4%
21%
5%
6%
11%
18%
29%
19%
17%
13%
35%
18%
13%
25%
26%
Metadata
Files
Records
Legal and regulatory criteria
Evaluation and Value of Redundant Outdated Trivial (ROT)…
Sensitive data (intellectual property, etc.)
Personally Identifiable Information (PII)
Retention Schedules/Policies
Deletion Policies
How effectively do you manage governance over your data migration projects?
Poor Below average
Underwritten by:
Robots Automate Virtually any Digital Activity
Attended &
Unattended Robots Websites, Portals
Digital documents
Excel
Email
Databases
Data files
Enterprise Systems
(SAP, Oracle)
Legacy systems
(AS400, Mainframe)
Citrix
JSON
Underwritten by:
Content Integration Remains a Challenge
While most
organizations continue
to increase the number
of content systems they
use, a rising portion of
critical business content
(now 54%) remains
OUTSIDE those content
management systems.
2018 2013
0% 2.8% 2.7%
10% 5.4% 6.8%
20% 7.6% 8.3%
30% 10.1% 12.2%
40% 10.1% 8.6%
50% 10.8% 11.6%
60% 12.7% 9.8%
70% 14.6% 13.1%
80% 12.3% 10.1%
90% 13.6% 16.9%
Average % 54.4 53.5
What proportion of your unstructured content and information
(excluding emails) would you say is stored in enterprise systems
(ERP, HR, Finance, CRM, Project Management, LOB, etc.) INSTEAD
OF in a Content Management/DM system(s) -- and is not accessible
through your Content Management/DM system(s)?
Underwritten by:
Content Integration Remains a Challenge
44%
36%
30%
22%
43%
36%
35%
34%
30%
34%
39%
44%
38%
42%
48%
55%
40%
47%
46%
51%
54%
47%
43%
43%
18%
22%
22%
23%
17%
17%
19%
15%
15%
18%
18%
13%
Multi-repository search
Capture, workflow system
Records management system
Email
BPM, process monitoring
ERP, Finance, Inventory
CRM
HR
Line-of-Business
Project management
Case Management (Legal/Healthcare)
CAD, Product Management
How would you describe the level of integration between your ECM/DM/RM/BPM
systems with the following enterprise applications?
below averge
average
above averge
Underwritten by:
Robots Can Automate Virtually any Application
Terminals
IBM 3270
AS400 5250
SSH/vt100 (*nix)
Java & Java
Applets
Swing
AWT
Oracle EBS
SAP
Windows Apps
Win32
.NET
Visual Basic
Internet Explorer
Image-Based
Automation
Citrix
Non-UI Automation
Underwritten by:
Next Steps
▪ Look for ways to initiate capture at the first touch point
▪ Develop a migration plan of what to move, where it is going, how it
will get there, and what can be disposed of
▪ Enhance your information ecosystem through integration and
interoperability connections between your Line-of-Business and
content management systems
▪ Seek assistance from your Professional Associations, Suppliers, or
Consultants – for those areas where you need additional expertise
and guidance
Thank you for attending
Dreading Your Data Migration Project?
Three Ways RPA Can Help
Power Your Processes with RPA
• Get inspired by how one bank migrated 800,000 documents in a few days
• Read the Definitive Guide to Automating Content Migration
• See Kapow for yourself: Request a demo
• Contact: elias.abdo@kofax.com
Underwritten by:

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[Webinar Slides] Dreading Your Data Migration Project? 3 Ways Robotic Process Automation Can Help

  • 1. Underwritten by: #AIIMYour Digital Transformation Begins with Intelligent Information Management Dreading Your Data Migration Project? 3 Ways Robotic Process Automation Can Help Presented May 10, 2018 Dreading Your Data Migration Project? 3 Ways Robotic Process Automation Can Help An AIIM Webinar presented May 10, 2018
  • 2. Underwritten by: John Mancini Chief Evangelist AIIM Chris Horne Sr Director, Product Marketing Kofax Today’s Speakers
  • 3. Underwritten by: Agenda We’ll discuss how Robotic Processing Automation (RPA) can assist with: 1. capturing your data accurately at the point of ingestion 2. moving your data from one system to another 3. connecting legacy systems together to minimize manual work and create a better customer experience
  • 4. Underwritten by: Information Chaos Needs to be Tackled at its Origins There is a big opening for a redefined capture industry -- reinvented beyond “scanning.” 85% see failure to digitize and standardize (and automate!) business inputs as a key Transformation bottleneck. 46% 40% 6% 7% 2% Completely agree Somewhat agree No opinion Somewhat disagree Completely disagree Digitizing and standardizing business inputs is one of the key bottlenecks for Digital Transformation.
  • 6. Underwritten by: Information Chaos Needs to be Tackled at its Origins Desire to digitize and standardize (and automate!) business inputs translates into rising interest in multi- channel capture and RPA. 19% 31% 23% 27% 9% 7% Robotic process automation Multi-channel intelligent capture What are your spending plans for these technologies in the next 18-24 months? the same more a lot more
  • 7. Underwritten by: Future of the Digital Workforce Head Work: Cognitive Automation Hand Work: RPA • Automate repetitive tasks • Reduce processing time • Increase data accuracy • Knowledge workers can focus on critical business decisions • Process improvements when integrated with cognitive/machine learning capabilities
  • 8. Underwritten by: Robot Exceptions Escalated for Human Processing Document Process Automation Autonomous Robot Execution Systems and Content
  • 9. Underwritten by: Robot Orchestration and Delegation Document Process Automation Autonomous Robot Execution Systems and Content
  • 10. Underwritten by: Moving your Data from One System to Another 16% 8% 5% 4% 21% 5% 6% 11% 18% 29% 19% 17% 13% 35% 18% 13% 25% 26% Metadata Files Records Legal and regulatory criteria Evaluation and Value of Redundant Outdated Trivial (ROT)… Sensitive data (intellectual property, etc.) Personally Identifiable Information (PII) Retention Schedules/Policies Deletion Policies How effectively do you manage governance over your data migration projects? Poor Below average
  • 11. Underwritten by: Robots Automate Virtually any Digital Activity Attended & Unattended Robots Websites, Portals Digital documents Excel Email Databases Data files Enterprise Systems (SAP, Oracle) Legacy systems (AS400, Mainframe) Citrix JSON
  • 12. Underwritten by: Content Integration Remains a Challenge While most organizations continue to increase the number of content systems they use, a rising portion of critical business content (now 54%) remains OUTSIDE those content management systems. 2018 2013 0% 2.8% 2.7% 10% 5.4% 6.8% 20% 7.6% 8.3% 30% 10.1% 12.2% 40% 10.1% 8.6% 50% 10.8% 11.6% 60% 12.7% 9.8% 70% 14.6% 13.1% 80% 12.3% 10.1% 90% 13.6% 16.9% Average % 54.4 53.5 What proportion of your unstructured content and information (excluding emails) would you say is stored in enterprise systems (ERP, HR, Finance, CRM, Project Management, LOB, etc.) INSTEAD OF in a Content Management/DM system(s) -- and is not accessible through your Content Management/DM system(s)?
  • 13. Underwritten by: Content Integration Remains a Challenge 44% 36% 30% 22% 43% 36% 35% 34% 30% 34% 39% 44% 38% 42% 48% 55% 40% 47% 46% 51% 54% 47% 43% 43% 18% 22% 22% 23% 17% 17% 19% 15% 15% 18% 18% 13% Multi-repository search Capture, workflow system Records management system Email BPM, process monitoring ERP, Finance, Inventory CRM HR Line-of-Business Project management Case Management (Legal/Healthcare) CAD, Product Management How would you describe the level of integration between your ECM/DM/RM/BPM systems with the following enterprise applications? below averge average above averge
  • 14. Underwritten by: Robots Can Automate Virtually any Application Terminals IBM 3270 AS400 5250 SSH/vt100 (*nix) Java & Java Applets Swing AWT Oracle EBS SAP Windows Apps Win32 .NET Visual Basic Internet Explorer Image-Based Automation Citrix Non-UI Automation
  • 15. Underwritten by: Next Steps ▪ Look for ways to initiate capture at the first touch point ▪ Develop a migration plan of what to move, where it is going, how it will get there, and what can be disposed of ▪ Enhance your information ecosystem through integration and interoperability connections between your Line-of-Business and content management systems ▪ Seek assistance from your Professional Associations, Suppliers, or Consultants – for those areas where you need additional expertise and guidance
  • 16. Thank you for attending Dreading Your Data Migration Project? Three Ways RPA Can Help Power Your Processes with RPA • Get inspired by how one bank migrated 800,000 documents in a few days • Read the Definitive Guide to Automating Content Migration • See Kapow for yourself: Request a demo • Contact: [email protected]