21 May 2019 AUTOMATION SUMMIT - ISG Confidential. 2019 Information Services Group, Inc. All Rights Reserved - Wayne Butterfield

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21 May 2019 AUTOMATION SUMMIT - ISG Confidential. 2019 Information Services Group, Inc. All Rights Reserved - Wayne Butterfield
21 May

                  2019 AUTOMATION SUMMIT
    ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.   1
ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.
21 May 2019 AUTOMATION SUMMIT - ISG Confidential. 2019 Information Services Group, Inc. All Rights Reserved - Wayne Butterfield
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    Wayne Butterfield, Director
   Cognitive Practice lead, EMEA

ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.
When will the
          Terminator be here to get Us?
      ANI                                         AGI                                                        ASI
     Artificial                         Artificial                                                         Artificial
Narrow Intelligence                General Intelligence                                                Super Intelligence

      Now                          10 to 30 Years                                                        40+ Years
                                    2019 AUTOMATION SUMMIT
                      ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                        3
Who is Leading the Charge on AI?
The BIG nine companies who control the future of AI.

                             2019 AUTOMATION SUMMIT
               ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.   4
What is AI?
Deep Learning
                                             Machine Learning
Predictive Analytics

Translation
Classification + Clustering                  Natural Language Processing (NLP)
Information Extraction
        Speech to Text
                                             Speech                                                              Artificial
                                                                                                               Intelligence
        Text to Speech

                                             Expert Systems                                                        (AI)
                                             Planning, Scheduling and Optimization

                                             Robotic Process Automation
Image Recognition
                                             Vision
Machine Vision

                                            2019 AUTOMATION SUMMIT
                              ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                  5
Which AI’s are Useful?
    Robotic process                       Image                              Natural Language                                     Cognitive
      Automation                        Recognition                             Processing                                        Reasoning                Conversational AI

 RPA is a simple technology           Image recognition is                 NLP is the application of                    Cognitive Reasoning is the         Conversational AI is the
that utilizes the GUI interface   the process of identifying and         computational techniques to                      ability to make complex        evolution of NLP that powers
    of a clients systems to           detecting an object or             the analysis and synthesis of                  decisions based on previous     the Virtual agent, able to hold
   automate high volume,           a feature in a digital image          natural language and speech.                   knowledge absorption and          well structure conversations
  structured and repetitive                  or video                                                                    provide rational as to the
           processes                                                                                                            decision made

Used throughout the business,     Any process using a scanned                   Highly used to                        More commonly used in Legal       Anywhere a conversation takes
    this is the cornerstone       image, highly used in finance          understand the intent in an                  or FS organizations at present.   place, could be an opportunity
technology used to automate         areas, however also more              email or service request in                    Utilizing knowledge of a       for Virtual Agents or Chat Bots,
 process either on it’s own, or   broader in ID&V, or any other              your CRM. Takes the                         process to make a more             more commonly used in
     with complementary           process that a scanned image          unstructured text and provides                 complex decision, as well as       customer facing activity, but
         technologies.                or form is received in.                   a structure for                       showing why that decision was       HR and also IT Service desks
                                                                            RPA to follow through                                  made.                   are seeing usage increases.
                                                                                 and process.

                                                                    2019 AUTOMATION SUMMIT
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Where do you find the Opportunities?
The action performed on data is a guide to the technology that can automate it.

 Copy             Look                              Read                                      Decide      Communicate

  RPA          OCR/Image                              NLP                              Cognitive  Conversational AI
               Recognition                                                           Reasoning/ML

                                       2019 AUTOMATION SUMMIT
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What is the Current Tech Penetration?
                                      OCR/Image                                                               Cognitive   Conversational
                      RPA                                                          NLP
                                      Recognition                                                             Reasoning        AI

     Current Usage    High                Medium                                   Low                          Low          Medium

   Implementation     Low                    Low                                Medium                          High           High
           Effort

              Cost    Low                    Low                                   Low                          High         Medium

           Benefits   High                   Low                                   Low                         Medium          High

Process Penetration   High                   Low                                Medium                          Low          Medium

                                           2019 AUTOMATION SUMMIT
                             ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                                8
Where are we Seeing Early Adoption?
        Cognitive technologies can augment cross industry processes in a similar way to RPA.

                                                                                                                                                                  Pharmaceuticals
                                                                Manufacturing

                                                                                                                                                                                                                      Transport and
                                                                                                                                                                                    Public/social
                                            Automotive

                                                                                                                                                    Health Care
                                                                                                                       Agriculture
                                                                                         Consumer

                                                                                                                                                                                                            Telecom

                                                                                                                                                                                                                      logistics
                                                                                                        Finance

                                                                                                                                     Energy

                                                                                                                                                                                                    Media
Problem Type

Real-time optimization
Strategic optimization
Predictive analytics
Predictive maintenance
Radical personalization
Discover new trends/anomalies
Forecasting
Process unstructured data

                  Impact Potential

Low                                                      High

* Source: https://medium.com/mcgill-artificial-intelligence-review/120-machine-learning-business-ideas-from-the-new-mckinsey-report-b81b239f336

                                                                                                    2019 AUTOMATION SUMMIT
                                                                                ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                                                                    9
How do you Automate using Chat Bot Technology?
                    Customer                                                      Understands Intent via NLP                            Performs Reset
                                                Complete DPA                                                                                                      Closes Out Contact
                   has a Query                                                      and provides response                              Password Process

             Process Trigger:              Chat Support:                            Understands Intent:                          Perform Changes:                Confirm Changes:
              Customer visits website      Customer Chooses Chat, and              Customer needs help sign in                 Password forgotten so Chat     Customer successfully resets
Overview
 Process

                looking for help.             is greeted by Chat Bot.                   to Online Portal.                            Bot sends Password Reset       password and signs into
                                                                                                                                     link as per process.           Online Account.
              Help and Support Articles    Completes DPA checks                    The Chat Bot understands
                haven’t helped.                                                         the customers intent and                                                  Completes Post Chat survey.
                                                                                        provides assistance.
              Goes to Contact Us page.

              Monitor customer journey     Build Initial greeting and              NLP intent engine for                       Defined process with either    Ends conversation with
Automation
Assessment

                online                        initiation points.                        understanding customer                       an API or RPA call to          scripted ending.
                                                                                        intent.                                      complete process step.
              Pre-empt customer need       Build DPA into the Chat                                                                                              Auto pop up of Cust Sat
                based on page browse          opening.                               Build customer journeys for                                                   Survey.
                history on site.                                                        each intent.

              Online Chat and Virtual      Online Chat and Virtual                 Online Chat and Virtual                     Online Chat and Virtual        Online Chat and Virtual
Technology
  Needed

                Agent                         Agent + Integration to                    Agent + Integration to                       Agent + Integration to         Agent + Integration to
                                              eVision?                                  eVision?                                     eVision/RPA                    eVision?

                                                                           2019 AUTOMATION SUMMIT
                                                             ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                                                   10
How do you Automate Emails using NLP?
                            Customer writes                                                                                                                                                 Issue confirmation
                                                                   Assess Request                            Process Request                             Forward or Escalate
                             E-mail request                                                                                                                                                     to customer

                                                                                                 or

                        Process Trigger:                       1st human touch:                        Action taken:                                Handoff to business:                  Confirm Changes:
                         Customer request goes free-text  Offshore team reads all emails              Depending on the request,                   Collections and Fraud cases          There are over 100 template
Overview

                          into the Contact Us box of the                                                   standard processes to either                 are recognized and forwarded         responses depending on the
 Process

                                                           Must decide what the customer
                           website.                                                                        retrieve data requested by                   to the relevant departments.         action taken and the result.
                                                                  is requesting, and whether there
                                                                                                           customer, or make amends to
                         Some categorization options are         is enough data in the message                                                      Complex queries are passed
                                                                                                           their account.
                           available for the customer, which      to complete the request.                                                              to the onshore team.
                           will prompt for specific required
                           data from them.

                         Suitable for automation.              Collect data from systems              Suitable for automation                     We expect automation to give         Update templated response
Technology Automation
           Assessment

                                                                                                                                                        exceptions for these same            with customer info.
                         Customer input is already             Use data to make a decision            Robotic tasks would have to
                                                                                                                                                        scenarios as currently referred
                           digitized, and customer is             based on customers                       be created for each.                                                            Send to customer
                                                                                                                                                        from offshore.
                           already authenticated.                 circumstances and history.

                                                                Natural Language Processing            RPA                                         RPA                                  RPA
  Needed

                                                                  to understand intent of the
                                                                  message.

                                                                                                2019 AUTOMATION SUMMIT
                                                                                ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.                                                         11
What are the Key Hurdles to Over Come?
              ⬛ Defining the right scope, Cognitive/AI still can’t do
                everything!
              ⬛ Getting the right data, available in the right format
                and in the needed amounts, is critical.
              ⬛ Agreeing ownership of AI initiatives within your
                organization.
              ⬛ Ensuring you start small and iterate so you can
                show an ROI without a significant investment.
              ⬛ Figuring out which technology to use…

                        2019 AUTOMATION SUMMIT
          ISG Confidential. © 2019 Information Services Group, Inc. All Rights Reserved.   12
ISG (Information Services Group) (Nasdaq: III) is a leading global technology research and
              advisory firm. A trusted business partner to more than 700 clients, including more than 70 of
              the top 100 enterprises in the world, ISG is committed to helping corporations, public sector
              organizations, and service and technology providers achieve operational excellence and faster
              growth. The firm specializes in digital transformation services, including automation, cloud and
              data analytics; sourcing advisory; managed governance and risk services; network carrier
              services; strategy and operations design; change management; market intelligence and
              technology research and analysis. Founded in 2006, and based in Stamford, Conn., ISG employs
              more than 1,300 digital-ready professionals operating in more than 20 countries—a global
              team known for its innovative thinking, market influence, deep industry and technology
              expertise, and world-class research and analytical capabilities based on the industry’s most
              comprehensive marketplace data.

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