Intelligent Automation with IBM Cloud Pak for Business Automation: A practical guide to automating enterprise business workflows to deliver intelligent solutions
- Length: 450 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-12-09
- ISBN-10: 1801814775
- ISBN-13: 9781801814775
- Sales Rank: #0 (See Top 100 Books)
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.
Cover Title Page Copyright and Credits Contributors Table of Contents Preface Part 1: Business Automation and Cloud Pak Overview Chapter 1: What Is Cloud Pak for Business Automation? Intelligent automation IBM Cloud Pak for Business Automation RPA Workflow Decisions Content management Document processing Process discovery and process mining Business applications Operational intelligence Why use Cloud Pak for Business Automation? IA solutions Business analysis Understanding the CP4BA architecture Business scenario – client onboarding Summary Further reading Chapter 2: RPA, Workflow, Decisions, and Business Applications Robotic Process Automation Key components and concepts of RPA Workflow Process-driven workflow (business process management) Key components and concepts Case management Key components and concepts of case management Decisions Key components and concepts of decisions Business applications Key components and concepts of business applications Summary Further reading Chapter 3: Process Discovery and Process Mining Technical requirements Establishing a language for business and automation developers An introduction to BPMN Core elements of BPMN 2.0 Documenting your business processes Process discovery workshops Defining a high-level process map Working with a process diagram Adding textual descriptions Adding business data Running a Process Playback Discovering hidden processes Generating the process model Identifying high-frequency work Leveraging Task Mining Identifying automation opportunities Early validation of potential improvements Summary Further reading Chapter 4: Content Management and Document Processing What is content management? FileNet Content Manager A granular and configurable security model A full spectrum of governance capabilities A configurable user experience Content capture with Datacap Document processing with AI AI-powered extraction Pre-trained models for document types Low-code application building Business users can train their own document types Summary Further reading Part 2: Use Cases and Best Practices Chapter 5: Task Automation with RPA Let’s understand the business problem IBM RPA client/server topology RPA automation Reading from Microsoft Excel IBM RPA Studio WAL command language Reading the Excel table Using RPA to interact with SAP UI Creating a managed credential Interacting with SAP GUI IBM RPA Studio Recorder Packaging and deployment Publishing our tested robot Creating the launcher for our sales assistant Going further Subroutines Advanced topics – exception handling and troubleshooting Data validation Script logs Exception handling Leveraging other Cloud Pak for Business Automation features Unique Desktop Issues Sleep UI changes Simulate human behavior Further reading Chapter 6: Chatbot with RPA Technical requirements Business problems Developing a chatbot NLP IBM RPA Knowledge Bases Knowledge Base spreadsheet example Packaging and deployment Leveraging the knowledge base in the WAL language Configuring the bot service Azure Bot Service Programming the chatbot IBM RPA-hosted chat Advanced topic—chat history IBM RPA chatbot history local database IBM RPA chatbot history server database Summary Chapter 7: Workflow for Process Automation Technical requirements Problem statement Building the workflow process Creating the first process Adding swimlanes and completing the process diagram Defining data models Building the Task UI Integration with external services Working with users Working together with robots Packaging and deployment Escalation and exception handling Administration and troubleshooting Summary Further reading Chapter 8: Automating Decisions to Speed Up Your Processes Business problem Modeling – decision models and task models The decision model The data model The task model Composition of models Writing simple and complex decision logic Business rules Decision tables Defining the logic Rule vocabulary Governing changes in decision logic Collaboration Changes and commits Branches and merges Connection with Git Testing decisions Packaging and deploying decisions Single-click deployment Automation services Packaging and advanced deployment options Combining decisions with AI prediction Summary Chapter 9: Manage Documents with Content Management Problem statement Designing your content repositories Security Business data Applications Creating a content desktop Document entry template Role-based redaction Teamspaces Searching and accessing content from applications Extensions Retention policy Summary Further reading Chapter 10: Extract Meanings with Document Processing Technical requirements Example – a bill of lading document Setting expectations for AI document processing systems Problem statement – automating inventory management systems Content classification and extraction with AI Document types and samples Training the classification model Training the extraction model Building a document processing application Customized document types and data formats Create document type Customizing data definitions Data enrichment Validation of fields Adding formatters to fields Data standardization Deploying the document type Defining fields Summary Chapter 11: Engaging Business Users with Business Applications Technical requirements Creating a business application Building the user interface Setting up the pages Laying out the Contact Information page Adding input fields to the Contact Information page Setting data associations Adding a Submit button Leveraging Automation Services Creating an Automation Service Reusable user interface widgets and templates Application templates Toolkits Content Services Packaging and deployment Summary Further reading Chapter 12: Workforce Insights Business problem Using the built-in dashboards Workflow dashboard Decisions Dashboard Understanding intelligent task prioritization and decision recommendations Intelligent task prioritization Decision recommendations Contributing and reacting to business events Event emitters Event processing jobs Event consumers Customizing your dashboard Creating a new dashboard Adding predictive analytics Summary Part 3: Deployment Considerations Chapter 13: On-Premises and On-Cloud Deployments Introducing the platform choices for Cloud Pak Running the Cloud Pak in its own data centers Topologies Internal user groups and IT teams Running the Cloud Pak on the mainframe Managed OpenShift environments on IBM Cloud, AWS, and Azure IBM managed automation service Summary Chapter 14: Deployment Topologies, High Availability, and Disaster Recovery Problem statement Deployment topologies High availability Disaster recovery Summary Chapter 15: Automating Your Operations and Other Considerations Business problem Continuous integration versus continuous deployment Continuous integration Continuous integration for document processing Continuous integration for workflow and process applications Continuous integration for automation applications Continuous integration for decisions Using an external pipeline for decisions with continuous integration Versioning automation services Continuous deployment Summary Index Other Books You May Enjoy
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