INTELLIGENT PROCESS AUTOMATION FOCUS DAY February 27th

Paving the Way with IPA

9:00 am - 9:30 am Registration

9:30 am - 9:40 am Opening Introduction by Chairperson

9:40 am - 10:40 am OPENING USE CASE Navigating HSBC’s Siloed Data Infrastructure through Intelligent Process Automation

Raj Vohra - GBM Americas Head of Robotics & Automation, HSBC
If RPA is the muscle for process automation, then the technologies of IA and ML are the brain. When combined they become Intelligent Process Automation (IPA). IPA has the power to navigate across banking, financial service or insurer’s siloed legacy systems with both speed and intelligence. This session will be both a quick introduction to what IPA is, and a use case at HSBC 
  • Beyond RPA: A breakdown of the full suite of solutions that can be embedded into an automated process
  • What does IPA look like in action? Step-by-step demonstrations of how a single process at HSBC has been intelligently automated
  • Understand the scope of IPA and it’s place within the traditional BFSI operating model to create a vision with clear targets
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Raj Vohra

GBM Americas Head of Robotics & Automation
HSBC

10:40 am - 11:10 am Morning Break

11:10 am - 12:10 pm Preparing Data for the Next Leap into Machine Learning and Predictive Analytics Enabled Automation

Frederick Kauber - Chief Product & Technology Officer, BFS Capital
We have the volume but it’s not in the right place. An overarching challenge that connects banking, financial services and insurance is that existing siloed data, and its corresponding infrastructure, cannot currently deliver machine learning and predictive analytics enabled by big data. This session will demonstrate how effective data management lays the right foundation for advanced automation.
  • Developing a unified data model that meets all business needs for analytics
  • The infrastructure required for a centralized data management platform that displays across different systems
  • Meeting security compliance standards with these new models for data management 
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Frederick Kauber

Chief Product & Technology Officer
BFS Capital

12:10 pm - 1:10 pm Networking Lunch Break

1:10 pm - 2:10 pm An Application Approach to IT Governance for IPA

This session will provide a fresh perspective on the governance of IPA by treating it like any other application, rather than a novel technology. As IPA is actually a full suite of technologies this simplifies its development, deployment, management, and monitoring.
  • Embedding enterprise application management policy and standards into your delivery plan
  • Horizontal integration of enterprise control programs and other applicable Regulatory Compliance and legal control programs.
  • Creating an “Application Lifecycle System of Record” in order to plan for the procurement, use and retirement of the technology suite

2:10 pm - 2:40 pm Afternoon Networking Break

2:40 pm - 3:40 pm Building a Proof of Concept to Demonstrate IPA’s ROI

Because IPA is a suite of technologies, justifying the business case to spend beyond just an RPA capability can seem daunting. However, by narrowing in on a single end-to-end process that can demonstrate real-savings the business case becomes a lot clearer. This session will be a DIY PoC for your IPA’s ROI… All acronym’s aside, the session will include:
  • Designing a single process that fully optimizes each IPA technology
  • Choosing the minimum savings and performance indicators that would mean a viable product
  • Planning for the future and expanding beyond the proof of concept in order to maintain momentum and capture IPA’s value

3:40 pm - 3:40 pm Close of Focus Day