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Intelligent Automation in Digital Transformation Strategy: Building IA Programs in the Agentic AI Era

Name: Intelligent Automation in Digital Transformation Strategy: Building IA Programs in the Agentic AI Era
Author: Jonathan Hardy
ISBN: 9798868814259

by Jonathan Hardy

August 2025

Intermediate to advanced

269 pages

5h 56m

English

Apress

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Intelligent Automation in Digital Transformation Strategy
Prologue
A Brief History of Robotic Process AutomationThe Evolution Toward Intelligent AutomationIntelligent Automation and the COVID-19 PandemicCase Study: The Value of Foresight – An RPA StoryThe Imperative of Intelligent Automation’s Role in Digital TransformationHow Intelligent Automation Enables the Success of Digital TransformationDefining a Digital Transformation StrategyCase Study: The Catalyst for ChangeKey Points
Preface
Table of Contents
About the Author
About the Technical Reviewer
Part I: The Strategic Imperative of Intelligent Automation
1. Intelligent Automation As a Driver of Business Model Innovation
Reshaping Business Models with Strategic IA ImplementationsUnlocking Value Through Intelligent Automation: A Catalyst for TransformationHow Intelligent Automation Empowers Organizations to Thrive in a Rapidly Changing LandscapeCase Study: A Tale of Digital Transformation and Financial PerformanceKey Points
2. Transforming the Customer Experience with IA
Using IA in Delivering Proactive Customer ServiceIA-Powered Customer Experience Initiatives and Brand LoyaltyCase Study: The Story of First Metropolitan BankKey Points
3. IA As an Employee Empowerment Tool
Addressing and Proactively Countering Concerns About IA-Induced Job DisplacementHow IA Elevates the WorkforceEmployee Upskilling and Long-Term DevelopmentCase Study: The Story of Clair Riskless and Cher LowbalanceKey Points

Part II: Building a Foundation for Digital Transformation Success
4. Developing a Strategic Road Map for Intelligent Automation
Aligning IA Initiatives with Digital Transformation StrategyPrioritization Framework for Identifying High-Potential Automation OpportunitiesCrafting an Executable Road Map of IA Opportunities with Measurable MilestonesThe Journey to Becoming Digitally NativeCase Study: A Legacy Bank’s Journey to Digital AgilityKey Points
5. The Role of an Intelligent Automation Framework in Digital Transformation
Components of a Comprehensive IA FrameworkEngagementDeliveryDevelopmentGovernanceInfrastructureOperationsEstablishing a Dedicated IA Center of Excellence (CoE)Adapting IA Frameworks to Organizational Maturity LevelsGuidance on Measuring Success for IAExample Use Cases Quantifying the Potential of IAAddressing Organizational Resistance to Intelligent AutomationCase Study: Rising from the Ashes of IA Program AttemptsKey Points
6. Fostering an Enterprise-Wide Automation Development Mindset
Having an Enterprise Automation Development Mindset for Intelligent AutomationThe Common Complaint About Intelligent AutomationThe Long-Term, “Temporary,” SolutionMoving Toward the Mindset NeededStart with Good Process Understanding and DiscoveryEffective Solution and Architectural DesignEstablishing Standards and Governance to Uphold PrinciplesCitizen Development Within the Enterprise Automation Development MindsetEnhancing Through APIs and Database IntegrationInformation Technology’s Critical Role in Intelligent AutomationCase Study: Embracing Enterprise Automation PrinciplesKey Points
7. How Intelligent Automation Is Key to Driving Strategic Value
Strategies to Help Operating Models to Become Digitally NativeUsing IA to Effectively Onshore Processes Back OffshoreExamples of Onshoring Work from OffshoreCase Study: Crimson Air’s IA JourneyKey Points
Part III: Crafting a Digital Transformation Strategy
8. Aligning IA with Digital Transformation Principles
The Vision, Values, and Mission of a Digital Transformation StrategyPrinciples of Digital Transformation and the Role of Intelligent AutomationHaving the Right Organizational Incentives for Effective Digital TransformationMetrics for Guiding Successful Digital TransformationCase Study: Venerable Bank Battles to Reinvent Itself in the Digital AgeKey Points
9. Sustaining Being Digitally Native
Being Digitally Native in Modern BusinessCultivating a Culture of Agility and InnovationBalancing Innovation and Structure Using Centers of ExcellenceThe Role of IA in Fostering Collaborative InnovationDetermining How Work Should Be Prioritized for IA-Led Digital TransformationDetermining Your Existing Digital MaturityCase Study: The Digital Transformation of Furniture First Home DécorKey Points
Part IV: The Emerging Future for IA and Digital Transformation
10. Emerging Technologies That Are Driving the Path Forward
Unlocking the Power of Intelligent Document ProcessingThe Use of Both Narrow and Generative AI with Intelligent AutomationHow Machine Learning and Robotic Process Automation Come Together for Cognitive AutomationThe Role of Cloud-Based Infrastructures in Digital TransformationEnhancing IA and Digital Transformation Through Virtual RealityArtificial General Intelligence, Quantum Computing Machine Learning, and BeyondThe Evolving Definition of Intelligent Automation and the Essence of Being Digitally NativeCase Study: The Story of Johnson HardyKey Points
11. Intelligent Automation in the Age of Agentic AI
The Quickening Pace of IA Evolution with Generative AI AgentsHow Agentic AI Works with RPA: A Symbiotic PartnershipCollaborating with Agentic AI in the New Era of AutomationGuiding and Refining Agentic AI BehaviorIntervening at Key Decision PointsThe Role of Trust and EthicsA Future of Mutual GrowthScaling AI Agents Across EnterprisesGovernance As the Backbone of ScaleResilience and Future-ProofingThe Rise of the Process Automation ArchitectEnvisioning the Future: Why Process Automation Architects Are EssentialThe Role of the PAA: Leading the Intelligent Automation RevolutionDesigning the Future: AI and RPA Working in HarmonyEnterprise Automation vs. Citizen Development: A Strategic DividePath to Becoming a Process Automation Architect (PAA): Preparing for the FuturePrompt Engineering and Co-Pilots: The Future of IA DevelopmentCase Study: The Evolution of Automation – A Finance Comptroller’s PerspectiveKey Points
Epilogue
Embracing Intelligent Automation: A Strategic ImperativeCustomer Centricity: “Let Your Customers Lead You”The Critical Lynchpin: IA in Digital TransformationAdapting to the Evolving Landscape of IAA Call to Action for Strategic IA ImplementationCase Study: Redefining Small Business Lending Through AI Collaboration with AI AgentsThe Generative AI Revolution and a New Way to Create ContentThe Rationale for Using LLMs like ChatGPT-4 As a Writing AssistantThe Prerequisites Required for the Desired OutcomeWorking Through the Issues Using an LLMEnsuring the Book’s Integrity and AuthenticityExamples of How Machine Intelligence Meets Human Creativity from the BookThoughts on the Overall Creation Process of This BookCase Study: My GPT-4 Writing Assistant’s Viewpoint on Writing the BookKey Points
Glossary
References
Index

Content preview from Intelligent Automation in Digital Transformation Strategy: Building IA Programs in the Agentic AI Era

J. HardyIntelligent Automation in Digital Transformation Strategyhttps://doi.org/10.1007/979-8-8688-1425-9_7

7. How Intelligent Automation Is Key to Driving Strategic Value

Jonathan Hardy¹

(1)

Peachtree Corners, GA, USA

This chapter positions Intelligent Automation as a cornerstone of strategic business transformation, driving operational excellence, reducing risks, and laying the groundwork for Digital Native future.

Strategies to Help Operating Models to Become Digitally Native

As discussed earlier in the Preface and pointed out by Tony Saldanha and Robert A. McDonald in their book Why Digital Transformations Fail: The Surprising Disciplines of How to Take ...

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Intelligent Automation in Digital Transformation Strategy: Building IA Programs in the Agentic AI Era

by Jonathan Hardy

7. How Intelligent Automation Is Key to Driving Strategic Value

Strategies to Help Operating Models to Become Digitally Native

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.