Intelligent Automation with IBM Cloud Pak for Business Automation

Book description

Leverage the low-code/no-code approach in IBM Cloud Pak for business automation to accelerate your organization's digital transformation

Purchase of the print or Kindle book includes a free eBook PDF

Key Features

  • Get a comprehensive understanding of IBM Cloud Pak for Business Automation
  • Take a deep dive into insights on RPA, workflow automation, and automated decisions
  • Deploy and manage production-grade automated solutions for scalability, stability, and performance

Book Description

COVID-19 has made many businesses change how they work, change how they engage their customers, and even change their products. Several of these businesses have also recognized the need to make these changes within days as opposed to months or weeks. This has resulted in an unprecedented pace of digital transformation; and success, in many cases, depends on how quickly an organization can react to real-time decisions.

This book begins by introducing you to IBM Cloud Pak for Business Automation, providing a hands-on approach to project implementation. As you progress through the chapters, you'll learn to take on business problems and identify the relevant technology and starting point. Next, you'll find out how to engage both the business and IT community to better understand business problems, as well as explore practical ways to start implementing your first automation project. In addition, the book will show you how to create task automation, interactive chatbots, workflow automation, and document processing. Finally, you'll discover deployment best practices that'll help you support highly available and resilient solutions.

By the end of this book, you'll have a firm grasp on the types of business problems that can be solved with IBM Cloud Pak for Business Automation.

What you will learn

  • Understand key IBM automation technologies and learn how to apply them
  • Cover the end-to-end journey of creating an automation solution from concept to deployment
  • Understand the features and capabilities of workflow, decisions, RPA, business applications, and document processing with AI
  • Analyze your business processes and discover automation opportunities with process mining
  • Set up content management solutions that meet business, regulatory, and compliance needs
  • Understand deployment environments supported by IBM Cloud Pak for Business Automation

Who this book is for

This book is for robotic process automation (RPA) professionals and automation consultants who want to accelerate the digital transformation of their businesses using IBM automation. This book is also useful for solutions architects or enterprise architects looking for best practices to build resilient and scalable AI-driven automation solutions. A basic understanding of business processes, low-code visual modeling techniques, RPA, and AI concepts is assumed.

Table of contents

  1. Intelligent Automation with IBM Cloud Pak for Business Automation
  2. Contributors
  3. About the authors
  4. About the reviewers
  5. Preface
    1. Who this book is for?
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Download the color images
    6. Conventions used
    7. Get in touch
    8. Share Your Thoughts
    9. Download a free PDF copy of this book
  6. Part 1: Business Automation and Cloud Pak Overview
  7. Chapter 1: What Is Cloud Pak for Business Automation?
    1. Intelligent automation
    2. IBM Cloud Pak for Business Automation
      1. RPA
      2. Workflow
      3. Decisions
      4. Content management
      5. Document processing
      6. Process discovery and process mining
      7. Business applications
      8. Operational intelligence
    3. Why use Cloud Pak for Business Automation?
      1. IA solutions
      2. Business analysis
      3. Understanding the CP4BA architecture
      4. Business scenario – client onboarding
    4. Summary
    5. Further reading
  8. Chapter 2: RPA, Workflow, Decisions, and Business Applications
    1. Robotic Process Automation
      1. Key components and concepts of RPA
    2. Workflow
    3. Process-driven workflow (business process management)
      1. Key components and concepts
    4. Case management
      1. Key components and concepts of case management
    5. Decisions
      1. Key components and concepts of decisions
    6. Business applications
      1. Key components and concepts of business applications
    7. Summary
    8. Further reading
  9. Chapter 3: Process Discovery and Process Mining
    1. Technical requirements
    2. Establishing a language for business and automation developers
      1. An introduction to BPMN
      2. Core elements of BPMN 2.0
    3. Documenting your business processes
      1. Process discovery workshops
      2. Defining a high-level process map
      3. Working with a process diagram
      4. Adding textual descriptions
      5. Adding business data
      6. Running a Process Playback
    4. Discovering hidden processes
      1. Generating the process model
      2. Identifying high-frequency work
      3. Leveraging Task Mining
    5. Identifying automation opportunities
    6. Early validation of potential improvements
    7. Summary
    8. Further reading
  10. Chapter 4: Content Management and Document Processing
    1. What is content management?
    2. FileNet Content Manager
      1. A granular and configurable security model
      2. A full spectrum of governance capabilities
      3. A configurable user experience
    3. Content capture with Datacap
    4. Document processing with AI
      1. AI-powered extraction
      2. Pre-trained models for document types
      3. Low-code application building
      4. Business users can train their own document types
    5. Summary
    6. Further reading
  11. Part 2: Use Cases and Best Practices
  12. Chapter 5: Task Automation with RPA
    1. Let’s understand the business problem
    2. IBM RPA client/server topology
    3. RPA automation
    4. Reading from Microsoft Excel
      1. IBM RPA Studio
      2. WAL command language
      3. Reading the Excel table
    5. Using RPA to interact with SAP UI
      1. Creating a managed credential
      2. Interacting with SAP GUI
      3. IBM RPA Studio Recorder
    6. Packaging and deployment
      1. Publishing our tested robot
      2. Creating the launcher for our sales assistant
      3. Going further
      4. Subroutines
    7. Advanced topics – exception handling and troubleshooting
      1. Data validation
      2. Script logs
      3. Exception handling
      4. Leveraging other Cloud Pak for Business Automation features
      5. Unique Desktop Issues
      6. Sleep
      7. UI changes
      8. Simulate human behavior
    8. Further reading
  13. Chapter 6: Chatbot with RPA
    1. Technical requirements
    2. Business problems
    3. Developing a chatbot
      1. NLP
      2. IBM RPA Knowledge Bases
      3. Knowledge Base spreadsheet example
    4. Packaging and deployment
    5. Leveraging the knowledge base in the WAL language
    6. Configuring the bot service
      1. Azure Bot Service
    7. Programming the chatbot
      1. IBM RPA-hosted chat
    8. Advanced topic—chat history
      1. IBM RPA chatbot history local database
      2. IBM RPA chatbot history server database
    9. Summary
  14. Chapter 7: Workflow for Process Automation
    1. Technical requirements
    2. Problem statement
    3. Building the workflow process
      1. Creating the first process
      2. Adding swimlanes and completing the process diagram
      3. Defining data models
    4. Building the Task UI
    5. Integration with external services
    6. Working with users
    7. Working together with robots
    8. Packaging and deployment
    9. Escalation and exception handling
    10. Administration and troubleshooting
    11. Summary
    12. Further reading
  15. Chapter 8: Automating Decisions to Speed Up Your Processes
    1. Business problem
    2. Modeling – decision models and task models
      1. The decision model
      2. The data model
      3. The task model
      4. Composition of models
    3. Writing simple and complex decision logic
      1. Business rules
      2. Decision tables
      3. Defining the logic
      4. Rule vocabulary
    4. Governing changes in decision logic
      1. Collaboration
      2. Changes and commits
      3. Branches and merges
      4. Connection with Git
      5. Testing decisions
    5. Packaging and deploying decisions
      1. Single-click deployment
      2. Automation services
      3. Packaging and advanced deployment options
    6. Combining decisions with AI prediction
    7. Summary
  16. Chapter 9: Manage Documents with Content Management
    1. Problem statement
    2. Designing your content repositories
      1. Security
      2. Business data
      3. Applications
    3. Creating a content desktop
      1. Document entry template
      2. Role-based redaction
      3. Teamspaces
    4. Searching and accessing content from applications
    5. Extensions
    6. Retention policy
    7. Summary
    8. Further reading
  17. Chapter 10: Extract Meanings with Document Processing
    1. Technical requirements
    2. Example – a bill of lading document
    3. Setting expectations for AI document processing systems
    4. Problem statement – automating inventory management systems
    5. Content classification and extraction with AI
      1. Document types and samples
      2. Training the classification model
      3. Training the extraction model
    6. Building a document processing application
    7. Customized document types and data formats
      1. Create document type
      2. Customizing data definitions
    8. Data enrichment
      1. Validation of fields
      2. Adding formatters to fields
    9. Data standardization
      1. Deploying the document type
      2. Defining fields
    10. Summary
  18. Chapter 11: Engaging Business Users with Business Applications
    1. Technical requirements
    2. Creating a business application
    3. Building the user interface
      1. Setting up the pages
      2. Laying out the Contact Information page
      3. Adding input fields to the Contact Information page
      4. Setting data associations
      5. Adding a Submit button
    4. Leveraging Automation Services
      1. Creating an Automation Service
    5. Reusable user interface widgets and templates
      1. Application templates
      2. Toolkits
    6. Content Services
    7. Packaging and deployment
    8. Summary
    9. Further reading
  19. Chapter 12: Workforce Insights
    1. Business problem
    2. Using the built-in dashboards
      1. Workflow dashboard
      2. Decisions Dashboard
    3. Understanding intelligent task prioritization and decision recommendations
      1. Intelligent task prioritization
      2. Decision recommendations
    4. Contributing and reacting to business events
      1. Event emitters
      2. Event processing jobs
      3. Event consumers
    5. Customizing your dashboard
      1. Creating a new dashboard
      2. Adding predictive analytics
    6. Summary
  20. Part 3: Deployment Considerations
  21. Chapter 13: On-Premises and On-Cloud Deployments
    1. Introducing the platform choices for Cloud Pak
    2. Running the Cloud Pak in its own data centers
      1. Topologies
      2. Internal user groups and IT teams
    3. Running the Cloud Pak on the mainframe
    4. Managed OpenShift environments on IBM Cloud, AWS, and Azure
    5. IBM managed automation service
    6. Summary
  22. Chapter 14: Deployment Topologies, High Availability, and Disaster Recovery
    1. Problem statement
    2. Deployment topologies
    3. High availability
    4. Disaster recovery
    5. Summary
  23. Chapter 15: Automating Your Operations and Other Considerations
    1. Business problem
    2. Continuous integration versus continuous deployment
    3. Continuous integration
      1. Continuous integration for document processing
      2. Continuous integration for workflow and process applications
      3. Continuous integration for automation applications
      4. Continuous integration for decisions
      5. Using an external pipeline for decisions with continuous integration
      6. Versioning automation services
    4. Continuous deployment
    5. Summary
  24. Index
    1. Why subscribe?
  25. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts
    3. Download a free PDF copy of this book

Product information

  • Title: Intelligent Automation with IBM Cloud Pak for Business Automation
  • Author(s): Allen Chan, Kevin Trinh, Guilhem Molines, Suzette Samoojh, Stephen Kinder
  • Release date: December 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781801814775