Robotic process and intelligent automation for finance

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1. What is Intelligent Automation

The concept

  • Why finance functions need to transform

  • The nature of the opportunity

  • Target operating model for finance

  • Role of the finance function in decision making

  • Data governance – one version of the truth

IA and process improvement

  • Relation between IA and process optimisation

  • How clean do your processes need to be?

The tools in overview

  • Robotic Process Automation

  • Machine Learning and Artificial Intelligence

  • Python

How it is delivered ?

  • Overview of software

  • End-user vs. formal IT project

  • Agile project approaches

2. Process optimisation


Role of automation

Workflow management

Design thinking

Implication on headcount

3. Choosing the solution


Business issues facing finance

Correctly identify the problem / opportunity


  • What type of processes are you looking to automate?

  • Repetitive processes vs. judgement

Evaluating candidates

  • Is RPA the right solution?

  • Repetition and frequency

  • Data manipulation

Types of RPA solution

  • Do-it yourself – user level using publicly available / free tools, such as Python

  • Off-the-shelf – package software

  • Customised – vendor developed bespoke solutions

  • Selecting the appropriate solution

4. Do-it-yourself

Python based solutions

  • What is Python?

  • Application of Python to finance problems?

  • Machine Learning in context of finance


  • Where Python based solutions are

Case studies

  • Practical examples using Python skills

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

5. Off-the-shelf

Vendor landscape

  • Nature of RPA tools available


  • Case study of implementation

Scenario/lab exercise

  • Simple process definition exercise

Skills and resources

  • Skills needed to implement such a solution

  • Resources needed

6. Customised RPA


  • Where customised RPA may be applicable

  • Identifying procurement process

7. Comparing options

Case study

  • Exercise on selecting right approach

8. Developing the business case

Business case

  • Defining the problem

  • Establishing the benefits

  • Identifying the processes

  • Project team structure

  • Risk management and governance


Walk-through exercise of business case