Chairman’s High-level Trend Summary: Shared Services Week Autumn 2018
The biggest ideas coming out of SSON's West Coast event
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Intelligent Automation
We use artificial intelligence to forecast the best location for our next site – Don, Subway
We wiped out the Romaine Lettuce supply in Australia … could AI have prevented that? – Ron, Subway
85% of a robot project is spent outside of actually developing the robot – Josh, BluePrism
Identify a need, obtain buy-in, test on a small local group, and find your champions – Vivek, Pfizer
Find a vehicle to attach IA programs to (e.g. Pfizer product availability initiative) – Vivek, Pfizer
Promote RPA! - Re-post IA related articles onto your internal social media to – Vivek, Pfizer
a) establish yourself as a thought leader, and
b) educate your audience
Develop infrastructure with multiple parties – Vivek, Pfizer
- IT infrastructure
- IT security
- Internal controls
- Business unit owners
- Human resources
Consider “limited production runs” that rollout sample volumes – Vivek, Pfizer
You can expect robots to increase productivity, consistency, and accuracy – Raviv, Symantic
We saved 36,000 hours and are just getting started – Vivek, Pfizer
Build confidence with quick wins – Matt, Eli Lilly
Map your RPA initiatives to corporate strategic initiatives – Matt, Eli Lilly
Strawman governance model for Symantic – Raviv, Symantic
- BizOps = requirements
- Design = BizOps and IT
- Development = IT (but transition to IT as program matures)
- Testing = Business and IT
- Release = IT
You don’t need process “black belts” to find process opportunities (use common sense) – Raviv, Symantic
Understand data privacy laws – what information needs to be stored, and where – Ken, Silicon Valley Bank
Use standard templates (e.g. process design, RPA requirements, problem definition, etc.) – Vivek, Pfizer
We created a data team – a robot is only as good as the data that goes into it - Ken, Silicon Valley Bank
Know your process controls better than your internal controls department – Vivek, Pfizer
Don’t get bogged down for a Proof-of-Concept – Matt, Eli Lilly
Record and use a demo to “open eyes” in your organization – Vivek, Pfizer
Don’t go after complex processes first – Patrick, DA San Francisco
Don’t wait until your bots fail – proactively monitor performance – Vivek, Pfizer
Most valuable impact is impact to your customer – Patrick, Sutter
Measure hours that are offset (cost avoidance) – Vivek, Pfizer
We use AI to find anomalies in our security systems – Patrick, DA San Francisco
Be very clear on what you are asking the business unit to do – Matt, Eli Lilly
Fix your process before automating it – Aaron, Redwood
We saved 420 hours/month on the O2C close with 35 robots – Toni, LinkedIn
We are piloting customer facing chatbots to address simple customer questions – Toni, LinkedIn
Employee Motivation and Managing Change
- ‘Undercover Boss’ taught Subway that – Don, Subway
- No one is normal – use people’s unique styles
- We need to learn how to communicate, and
- Employees care more than you think
We get our AI talent from a nearby University – Ken, Silicon Valley Bank
Millennials like variety, flexibility, relationships, and a sense of pride – Don, Subway
It’s not technology, it’s the people – Connect the dots to show how they matter – Deborah, Northrop Grumman
Take what is important to your stakeholders, and turn into metrics – Brenda, Northern Trust
Millennials like listening to Millennials – Don, Subway
Eliminated 5 of 8 major process steps by talking to people and dispelling myth – Margaret & Jamie, Pankow
Shared Service for Legal
Brian, MasterCard
Identified lawyer work vs. non-lawyer work
Develop a value proposition – If your business is doing X, you should be doing Y
Identified what documents/scope was appropriate for GBSC
- I don’t like to introduce the term “value” into the conversation (it’s very subjective)
- Don’t let yourself be defined as providing low value, simple work
- Allow some cushion when estimating headcount for shared service launch
- Found good multi-country legal talent in India
- Started small with contract reviews, but expanded, and now have big plans
- Policy management and review
- Corporate governance legal entity filings
- Litigation support
- Template management
Top Ten Resistance Arguments We Hear
1) I think this is a great idea!… let’s start next year, after I “clear my plate”.
2) I know someone who built shared services, and it failed!
3) This doesn’t work in our industry.
4) This doesn’t work for our particular business unit.
5) We have “top quartile” performance… why are we doing this?
6) This is going to incur government fines in Brazil, Russia, China, etc.
7) We are going to lose a lot of good talent.
8) The unions won’t allow this in our company.
9) I get things done much faster using my own people.
10) This is going to disrupt our business operations.
Thank You for a Great Conference!
Brad DeMent
ScottMadden