1. Applying Robotics Process Automation to drive Operational Excellence
30th September 2016
Prepared by Alex Balbontin
Global Head of Operational Excellence and Business Process Management
Credit Suisse

2. Operational Excellence at Credit Suisse
Agenda
Operational Excellence at Credit Suisse
What is Robotics Process Automation ?
Benefits Robotics Process Automation ?
Adopting RPA − Our Evolutionary Approach
RPA Banking Examples
Adopting RPA − Our Delivery Framework
Q&A 1 2 3 4 5 6 7
(*) RPA = Robotics Process Automation
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3. Operational Excellence at Credit Suisse1
Evolution of our Execution Pillars 4 3
Process
Improvement
Robotics Process Automation 2
Process
Management 1
Capability Development
“Automate if Required”
“Optimize before Automate”
“Increase Process Transparency to identify Optimization Opportunities”
“Learn before Optimize”
Develop methodologies, tools and infrastructure
Develop skills of our staff
(train /mentor / certify)
Document and map processes
Develop process dashboards and data analytics
Execute and deliver process improvement projects
(leverage Lean Sigma methodologies and tools)
Develop captive capability for robot development
Define RPA operating model, delivery methodology, standards and benefits framework
Execute and deliver RPA projects
Start Year
2000
2008
2000
2015
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4. What is Robotics Process Automation ?2
RPA Technologies enable the development of automation scripts know as robots
Robots perform procedural tasks, replicating human actions on existing user interfaces by moving, entering and transforming data using a rules-based approach
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5. Benefits of Robotics Process Automation3
RPA provides an opportunity to
Standardise business processes
Increase consistency and reliability
Reduce costs while adding capacity
Increase scalability and enable coverage
Improve controls by reducing human errors improving accuracy
Enable auditability
RPA Enables our Agile Virtual Workforce
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6. Iterative Robot Delivery Enable Strategic Vision
Adopting RPA − Our Evolutionary Approach 4
Iterative approach applied: towards delivering our strategic vision and increasing levels of robotic process automation maturity
Today
Phase 1
Foundation
Phase 2
Iterative Robot Delivery
Phase 3
Enable Strategic Vision
Deliver the foundational components required to implement a robot and execute a proof of concept
Industrialise execution of robot roll-out into controlled repetitive steps
Realise the strategic vision and benefits of robotic process automation
Prove it is possible to implement a robot into production
Define common standards to be re-used for each robot implementation
Identify and learn quickly from issues uncovered to enable future robot roll-out to be faster
Execute fast iterative roll-out of robotic processes following a common, controlled and scalable delivery approach
Operate multiple concurrent robotic processes
Develop and execute business readiness plans and activities to control and monitor multiple robots
Strategic vision enabled
Fully optimised technology environment / integration with strategic components
Full realisation of measurable business benefit
Robotic process maturity requires focusing effort on the right tasks, by the right people at the right time (aka walk before we can run)
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7. RPA Banking Example: Case 15
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8. RPA Banking Example: Case 15
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9. RPA Banking Example: Case 15
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10. RPA Banking Example: Case 25
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11. RPA Banking Example: Case 25
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12. RPA Banking Example: Case 25
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13. … but we are yet to learn and work hard to enable our strategic vision
Adopting RPA − Our Delivery Framework 6
Progress has being made in defining our RPA Delivery Framework leveraging our lessons learned from on-going implementations
Overall Design Principles 1 2
Process Framework and
Process Mgmt. Standards
RPA Delivery
Methodology 4
IT Standards and Operating Model 5 3
Process & Vendor Selection
Build
IT Run
IT Maintain
Define ‘As-is’ Process
Design ‘To-Be’ Process
Configure (Build) Robots
Test New Process
Roll Out Into Production
Allocate/Schedule Robot Execution
Monitor/Handle Exceptions
(incl. Raise Support Requests)
Define / Produce Robot MI Reports
Manage BluePrism Control Room 6 7 8
BAU Process Oversight
BAU Operational Support
Change the Bank
Control Room & MI Tools
Support Processes (L0 -> L3)
Manage Demand for Robots (new)
Manage Access Rights
Business Continuity Plan
(for whole process)
Upgrade processes and objects
(Minor and Large Changes)
Decommission processes and objects
Risk Management 9
Benefits Definition and Realization 10
… but we are yet to learn and work hard to enable our strategic vision
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14. Questions 7
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