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Micro Focus RPA Customer Interface Guide

The document discusses Micro Focus Robotic Process Automation (RPA) software. It summarizes that RPA uses software robots to automate repetitive, mundane tasks across departments and industries by mimicking human actions on user interfaces. The benefits of RPA include increased speed, accuracy and reduced costs while freeing up employees for more important work. Micro Focus RPA allows designing workflows visually, running robots centrally, integrating UI and API automation, and scaling robots as needed through a worker queue architecture. An example use case combines various technologies to automate new sales order creation in Salesforce. The document advises selecting highly repetitive, error-prone tasks for initial RPA projects to achieve rapid return on investment.

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Rogério Almeida
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0% found this document useful (0 votes)
273 views30 pages

Micro Focus RPA Customer Interface Guide

The document discusses Micro Focus Robotic Process Automation (RPA) software. It summarizes that RPA uses software robots to automate repetitive, mundane tasks across departments and industries by mimicking human actions on user interfaces. The benefits of RPA include increased speed, accuracy and reduced costs while freeing up employees for more important work. Micro Focus RPA allows designing workflows visually, running robots centrally, integrating UI and API automation, and scaling robots as needed through a worker queue architecture. An example use case combines various technologies to automate new sales order creation in Salesforce. The document advises selecting highly repetitive, error-prone tasks for initial RPA projects to achieve rapid return on investment.

Uploaded by

Rogério Almeida
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

Micro Focus RPA

Ignite enterprise productivity

Customer Facing Presentation


Updated November 2019
Businesses spend too much
time working on mundane,
repetitive, error-prone tasks.

Moving files Opening


and folders emails and
attachments

Logging in Filling out


and out of forms
apps

Preparing,
manipulating,
merging data
+ And the list
goes on…

2
Time-consuming and error-prone tasks span
departments and industries.

Finance Insurance Medical Telecom/IT HR E-commerce


• Month-end • Insurance coverage • Medical billing • Service requests • New hire • New item creation
reconciliation verification coding • Order creation onboarding in catalog
• Fraud claims • Claims processing • Member eligibility • Customer billing • Benefits • Order updates
reporting • New business • Report automation administration • Catalog migration
• Invoice processing underwriting • Candidate • Shipping
• New account screening notifications
control

These tasks often involve legacy apps which are difficult to automate.

3
Robotic Process
Automation (RPA) uses
software robots that
mimic UI-based human
actions to automate
everyday tasks.
With RPA—
 Record screen actions
 Design workflows to automate business processes

4
When Do You Need RPA?

You want to automate with


minimal changes to
existing systems and apps.

You don’t have a way to


easily automate and
integrate legacy apps.

You want to automate


quickly.

5
How Do You Benefit?

Robots:

Are faster

Are more accurate

Reduce costs

Increase security

And free up human employees to


do more important things
6
Click icon to add picture

Welcome your new


robo workers—

7
How Micro Focus RPA Works

Studio Orchestrator Robot


Design and maintain Execute workflows Interact with applications
automated processes Manage and control robots and data
Record screen actions Execute robotic tasks

8
Micro Focus RPA Features
Easy-to-use Resilient Central robot Self-service Scalable Centralized
design studio robots orchestration portal robots security
Record UI actions Adapt to UI Combine UI and Trigger RPA Scale up and down Protect your
and design RPA changes with API automation, scenarios from a with worker- business with
workflows in an advanced object and manage and user-friendly queue based secure robots
intuitive, visual recognition for control robots interface architecture
interface hundreds of apps centrally

Detailed
+ activity logs
Encrypted,
Identify 600+ UI Connect using role-based
objects for 1000s of OOTB credentials
windows, web, operations and
SAP, and terminal APIs Encryption for
emulators sensitive data

9
Easy-to-Use Design Studio
In one screen—record screen actions, edit and parametrize screen inputs, and design RPA workflows

Edit and
parametrize
screen inputs

Design RPA
workflows in the
Recorder
same UI where
generates a you record screen
script of all actions
screen actions

10
Resilient Robots
Robot stays resilient and adapts to any changes in screen position, size, or color

Robot adapts to Identify 600+ UI


change in color e.g.
change to black theme
objects—
Windows
Web 2.0
application
frameworks
SAP
Terminal
emulators
Change in screen location
(e.g. location of tab)
doesn’t break the robot

11
Central Robot Orchestration
Combine UI and API automation, manage and control robots centrally

Combine UI and API automation—you can have multiple


UI and API tasks in the same RPA workflow
One robot can control the action of another robot
Design workflow logic controls for decision-making,
parallel loops, and error handling

Monitor and schedule


RPA workflows in a
central dashboard
Access 1000s of
out-of-the-box
API operations

12
Self-Service RPA Portal
In the customizable
RPA portal, organize
Search for RPA RPA processes by
workflows business function

Drill down to
select a specific
scenario

13
Scalable Robots
Orchestrators and workers

Scale up or down as
workloads change
A worker-queue architecture
manages a pool of resources
and hands off requests to
available robots.
 Robots have configured
skills that enable them to
run requests.
 Robots activate only when
work is assigned to them.

Robots

14
Use Case Example—Combining UI and API Automation
Create new sales orders in Salesforce

Self-service RPA portal Email service Data parsing Order creation Notification system

OCR

API API UI API

Micro Focus RPA Workflow


What Makes Sense to RPA?
If a task checks every single one of these boxes, it’s probably a great fit for RPA

Look at manual tasks that are: And when


Repetitive automated,
deliver rapid ROI
Error-prone
Set realistic ROI
Time-consuming expectations, but
choose a process
High-volume
with rapid ROI
Rules-based
Stable

16
Bank automates credit dispute reporting and prioritization
on age-old legacy app, meets regulatory requirements

Challenge Benefits
• Web-based legacy app, paginated across many
screens, offers no filtering or exporting Save 2 Generate “to-do” report;
Manager cases prioritized and
• Managers scroll through the data, print screens,
hours per assigned automatically
and manually assign disputed cases day
• Printouts expose sensitive data

Increase security with encryption,


eliminate printouts

Meet regulatory requirement for


time-to-resolution

Establish foundation for automatic dispute


resolution (no human intervention)

17
Media company automates product catalog entry from
legacy Siebel to Salesforce, achieves outstanding efficiency

Challenge Benefits
• Manage 1000s of streaming services and on-
demand premium products in two catalogs Complete Achieve 30x
data entry for increase in
• Twenty full-time workers spend hours entering
1 product in efficiency—if
product catalog data from legacy Siebel into 2 min, versus robot works 8
Salesforce 1 hour hours/day
previously
Achieve 90x
increase in
Reduce efficiency—if
human errors robot works 24
hours/day

18
Telco eliminates cost wastage, slashes time to process
service requests from enterprise customers
Challenge Benefits
• Bloated with manual administrative processes,
decommissioning a service for enterprise Reduce Reduce costs due
multinational customers takes several weeks processing time to elimination of
across multiple apps and notification systems from several unnecessary
weeks to few payouts to 3rd-party
• Telco incurs unnecessary costs, as it continues to
days providers
pay 3rd-party providers until the decommision is
fully processed
Achieve 2x Reduce employee
increase in effort by 99%
efficiency

Process 250 Ability to


decommissions run parallel
per month versus executions
never more than
108 previously
19
Let’s Summarize
Easy-to-use Resilient Central robot Self-service Scalable Centralized
design studio robots orchestration portal robots security
Record UI actions Adapt to UI Combine UI and Trigger RPA Scale up and down Protect your
and design RPA changes with API automation, scenarios from a with worker- business with
workflows in an advanced object and manage and user-friendly queue based secure robots
intuitive, visual recognition for control robots interface architecture
interface hundreds of apps centrally

Detailed
+ activity logs
Encrypted,
Identify 600+ UI Connect using role-based
objects for 1000s of OOTB credentials
windows, web, operations and
SAP, and terminal APIs Encryption for
emulators sensitive data

20
Simple Licensing, Cost-effective Pricing
Concurrent licensing

When the robot works,


it uses a license
RPA WORKFLOW
An RPA workflow consists of
UI and API automation steps.
IT IT UI IT

Additional licenses are Three robots working in


parallel use three licenses.
required when robots
work in parallel

21
The Value to You
Save time
Reduce time spent on a process by
hours, days, or weeks

Reduce human error


Eliminate copy-and-paste and data entry
mistakes

Reduce costs
By saving time and reducing errors

Increase security
Encrypt sensitive data, meet regulatory
requirements

Increase productivity
Focus on more important things

22
The Value to OO and UFT Customers

Get fast time to value Extend automation Tap into the potential of a
purpose-built RPA product
You don’t need to learn a Automate more use cases— Reuse existing UI scripts and
new technology from legacy to modern apps deliver enterprise RPA

We’ve had to decline We can leverage our UFT


requests to build automation expertise and scripts. And we
because there was no API. can automate with an actual
Now, we can automate more RPA solution that’s controlled
use cases. centrally and is secure and
—OO customer scalable.
—UFT customer

23
Ignite enterprise productivity

Micro Focus RPA

[Link]/rpa
Appendix
Time-consuming and error-prone tasks
span departments and industries.

26
Micro Focus RPA
Where two powerhouse products come together in a single product

30
COMBINED YEARS IN AUTOMATION

Intelligent test automation


for web, mobile, API, hybrid,
RPA, and enterprise apps
Thousands
WORKFLOWS AND INTEGRATIONS SUPPORTED

7000+
CUSTOMERS COMBINED

Enterprise-scale IT process
automation with end-to-end
orchestration

27
A Single RPA Product—What Customers Asked For
What: Micro Focus RPA
Single product combining
technology from OO and UFT
Increased Customer and Field Interest H2 FY17
Overall increase in activity
When: July 2019

Existing Usage at Customer Sites H1 FY18


Customers across ADM and ITOM found a way

Partner Play Launched (OO + UFT) June 18

Nov 18
Micro Focus RPA Commitment
Goal set to deliver single RPA product by FY19

Mar 19
Early Access Release
Technical Preview version generated interest and pipeline

July 19 Commercial Release (Single Product)


Market competitive offering sold across both ADM and ITOM

28
Test Automation vs. IT Process Automation vs. RPA
Distinct use cases, distinct products

Test Automation (UFT) IT Process Automation (OO) RPA (Micro Focus RPA)

Application testing IT processes Business processes

UI test automation API automation UI and API automation

API operation steps automate using API, command line interface, scripts, integration wizards, and out-
of-the-box operations, etc. Often referred to as ITPA.
29
End

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