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August 2023  Vol. 37

It’s no surprise that with the (very rapid) advancement of technology, there comes a certain amount of suspicion and fear, especially with folks who are less comfortable using technology. With all the news about AI taking over Hollywood and the healthy scrutiny of ChatGPT in the workplace, it makes sense to be worried about the advancement of technology in the workplace. The truth however, is technology will continue to advance and evolve. The best thing we can all do is educate ourselves on how to use it correctly, effectively, and ethically.

It has been a general observation at CampTek that some Subject Matter Experts (or SMEs) or Project Leads that we meet either during early sales calls or even well into the project phases, approach CampTek and its offerings with similar kind of scrutiny. That seems especially true in the medical industry. And we get it. Some of our team members began their early careers creating automation solutions in healthcare systems where the customer teams were desperate to find ways to get multiple software solutions to speak to each other. In some ways, those early medical tech companies made promises they could not keep and left medical billing teams overworked, or nurses and clinical staff left with less time at the patient’s bedside and a backlog of charting and administrative work to deal with, in part, due to the software they were promised would solve problems.

What does this mean? It means that companies like CampTek Software have a responsibility to our customers that goes beyond development, testing, and support, which are our general offerings. We also have a responsibility to educate and support Project Leads and the SMEs through the full process of these projects and the occasional discomfort, distrust, and misunderstandings of the technology. We understand that many customers have been burned by medical software companies in the past. It is our responsibility to reassure them that RPA technology can assist in their work and even provide opportunities for them to spend time on more valuable tasks. It is also our responsibility to educate them on how technology can be developed and supported to work *for* them. And with the right managed services partner, this is possible. A good managed services company should include empathy, understanding, awareness-building and leadership throughout the entire project process and well into support.

It is human nature to fear what we don’t understand; it’s the changemakers’, the visionaries’ and the educators’ responsibility to help folks navigate through that fear. So, in the spirit of Back to School, let’s all endeavor to better understand that which we fear. Lean on us!

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We have been soaking up every moment of the summer, including getting a group together in Portland!


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Welcome to CAMP a weekly podcast by CampTek Software where we'll cover all things automation and robotic process automation (RPA). You'll hear from various members of the CampTek team on topics such as Citizen Development, How to Prepare for a Scope Call, What RPA Can Mean for You, and so much more! Check out our first two episodes on YouTube, Linkedin, or Transistor!

 Hear from our CTO & Founder Peter Camp as he discusses generative AI with our Senior Intelligent Automation Program Manager, Joyce Zhang.


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Why are RPA and AI Managed Services necessary?

It's stated that approximately 50% of Intelligent Automation projects fail (RPA, AI, IDP). Some of the contributing factors are insufficient process analysis, poor license utilization, no coherent support model, varying methodology for building, inability to acquire certified resources, growing tech debt tied to resources, inability to keep up with the latest tech, and slow scale hindered by IT and internal resources. My company, CampTek Software, was founded on the premise of solving these problems from inception. We realized from the beginning that Managed Services for RPA and AI are necessary to build, support, maintain, and scale a automation program. Many have attempted to create an internal COE without guidance and assistance or are intent on building it themselves. While there are some that have done this successfully, most of them are Fortune 500 companies with the budgets and resources to sustain a successful COE. We have encountered even at that size; that managed services are needed. This gives some indication that it’s less about having a budget for COE resources and more about having seasoned experts who can support automation solutions.

Simply, why are RPA and AI Managed Services necessary?

 Support... Support... Support...

Surprisingly (or not so surprisingly) the most overlooked and biggest driver to ensuring the long-range success of any automation program is…I attended Forward II over five years ago and the tagline was a “bot for every human.” I thought to myself, “That’s great, but who is going to support these bots? How are they going to work every day?” Organizations continue to overlook this essential idea. Hiring a staff of developers will not cure this. Most developers don’t want to support their own code, they want to create new code. There is a paradox we often encounter after so many bots are built by a developer who is trying to create and support simultaneously, there is a law of diminishing returns in that they spend more time supporting versus creating new bots so the program can start to cannibalize itself. Not to mention it leads to poor job satisfaction which can lead to developers leaving. Hopefully, in this case, the PDDs are up to date and the code was built to an industry standard. Otherwise, the bot’s maintenance can hinder its performance.

Hosted Support and License Utilization

One of the major complaints about RPA since the enterprise players started selling licenses to companies is the over sell and/or underutilization of licenses for the Unattended/Attended Bots. If the license is purchased and it isn’t used, it costs money. These costs can rise particularly for larger bot purchases. Managed services eliminate that problem in that the Service Provider will only charge what is needed based on the bots usage versus having to buy licenses ahead of time that may never get used. 

Hosted Support is also a key driver to speed to scale and ensures increased reliability of the program. IT departments for mid-market companies are the most strapped for resources and are overburdened handling the internal needs of the company. The never-ending focus on security and keeping both contemporary and legacy systems properly maintained, in addition to onboarding/off-boarding users, are all blockers from helping scale a fully-fledged automation program. Bot machines need to be added or subtracted based on capacity in a timely fashion. Managed Services can make that happen and provide the same or better level of security and governance that an on-prem managed solution can. With the proper setup of nonpublic IPs and a secure private network, one can have the safety and control of on-premises architecture but with the luxury of being able to order virtual machines that can handle any need (RPA, AI, and/or IDP).

An internal COE can’t do it alone

Customers often indicate they want to “bring it in-house” and build their own internal COE so not to depend on an external company to do the work of building and supporting the automation in production. I think this is a flawed concept for small and medium-sized companies. We have found that every company, regardless of size, needs a partner to start, and most continue to need one to manage the maintenance and growth of their automation stack. The technology is rapidly getting more robust, and it’s virtually impossible for an internal COE to keep up with the latest tools and best practices. As mentioned previously, “support” is often overlooked. It astounds me, as this is the first thing I think of when building an automation program. Most developers don’t want to do the support, and if they are charged to do it, more time will be spent on supporting versus developing as the program grows. In essence, it’s short-term thinking that an internal COE can effectively build as well as support. My thought is that the best use of an internal COE is to concentrate on building the pipeline of automation opportunities, developing new automations, either through Citizen Development or traditional means, and providing governance around the program.

CampTek Software was one of the first companies to realize that managed services and RPA as a Service are the best path to ensure success and get the highest ROI out of the program quickly and efficiently. If you would like to see our approach to this, please review our overview here.

Written by: Peter Camp. CTO & Founder

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Invoice Processing and Reconciliation Bot

Real RPA Case Studies, Real Verifiable Solutions

Industry: Healthcare, Supply Chain

Applications: IFS ERP Platform

Overview:

No matter what the industry is in today’s business environment, organizations are searching for ways to automate business processes. One fast-growing area is Intelligent Document Processing (IDP). CampTek, as a leader in this market, was selected to conduct an automation feasibility assessment for a large healthcare surgical supply provider. 

Problem: 

CampTek found that the invoice processing and reconciliation process was a heavy manual and antiquated process. The manual effort processes direct and indirect invoices into IFS, and their ERP system caused delays to payment, inaccurate coding, and high employee utilization. 

Solution: 

CampTek’s Bot LifeCycle (BLC) solution was selected to build, host, and support the end-to-end process. As part of the automation, the bot receives invoices via email and feeds them into the IDP solution, ABBYY, for reading, parsing, and processing. The bot then takes the data and logs into IFS to perform reconciliations between IFS and the invoice. The solution can also send unknown or unreadable invoices to the validation station for human-in-the-loop adjudication, which can then return the invoice to the queue. This human intervention aids the AI (Artificial Intelligence) model, which will continue to increase its overall success rate. 

 

As part of the program all the bots under CampTek’s management have their own Custom Dashboard  

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