CITRIN COOPERMAN 529 Fifth Ave, New York, NY

203.847.4068

sronan@citrincooperman.com

citrincooperman.com

Rapid Automation AssessmentCitrin COoperman’s Strategy &

Business Transformation Practice

@citrincooperman

RAPIDLY AUTOMATE PROCESSES TO GROW YOUR BUSINESS

CREATE EFFICIENCIES

• Reduce average time to completetransactional and routine activities

• Resources can focus on other actions that require more analysis for your customers

AUTOMATION LEVERS BUSINESS VALUERESULTS

INCREASE QUALITY

• Increase quality and redundancy within the team

• Clean information for review andquicker turn around on activities

ACCELERATE PROCESSESS

• Enhance operational activities and allow resources to obtain information for faster review

• Allows resources to focus on reviewingmanual and routine activities

Your Automation Roadmap Starts with…

Assessment FocusBUSINESS PROCESS REENGINEERINGReview your current state processesand standardize steps

TECHNOLOGY SYSTEMS IN PLACEAssess your current systems landscapeand integration protocols

ROBOTIC PROCESS AUTOMATIONInject Robotic Process Automationto maximize benefits

PROCESS DESIGN• Select current state processes

• Interview process owners• Review current state processes

01PILOT

• Build and test selected automations• Test automations

• Prepare automations for go-live

02BUILD & EXPAND

• Expand automation capabilities to other areas • Identify process owners for additional automations

03

@citrincooperman

Your RPA journey to runyour business effectively

CITRIN COOPERMAN 529 Fifth Ave, New York, NY

203.847.4068

sronan@citrincooperman.com

citrincooperman.com

WHY CITRIN COOPERMAN?

BUILT FOR THE MIDDLE MARKET FOCUS ON EXECUTION WE UNDERSTAND VALUE

Our consultants don’t just advise, they also execute. We only provide advice we know is

realistic for your business and bring the talent required to do so.

Our background as an accounting firm means we care about the numbers in everything we recommend and

always consider bottom-line benefits.

Fortune 500 experience with expertise in the middle market. We understand how the middle market determines priorities and what it takes

to execute here.

Key benefits

what you get

CAPACITY ACCELERATION

Increases internal staff capacity by accelerating repeatable activities and allowing resources to focus on more

analytical work

ERROR RESOLUTION

Reduce errors in your business processes and provide a platform to improve and

sustain them over time

DATA AVAILABILITY

Creates acceleration and improvements by reviewing accurate and consistent data across different legacy systems

UNATTENDED AUTOMATION RECOMMENDATIONS ATTENDED AUTOMATION RECOMMENDATIONSBUSINESS AUTOMATION

X-RAY REVIEW

Review, identify, and prioritize which business processes will provide high,

medium, and low level of automation for your business

DIAGNOSTIC OF BUSINESS PROCESSES AND LEVEL OF EFFORT

& AUTOMATION READINESS

Prioritize your selected automation processes based on the level of effort across

applications and steps required to perform these activities

ROBOTIC PROCESS AUTOMATION BUSINESS CASE – RETURN ON

INVESTMENT

Develop a business case to identify the benefits, cost, and return on your

investment