MuleSoft Surat Meetup#54 - MuleSoft Automation
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This document provides an overview of MuleSoft Automation including: - Different components like MuleSoft Composer, RPA, and Anypoint Platform that allow for automation of tasks across business apps and systems. - Demos of use cases like patient admission automation using RPA and chatbots to improve efficiency. - Benefits of automation like increasing productivity by replacing manual tasks with bots and flows. - Resources mentioned for learning more about MuleSoft Composer and RPA.
MuleSoft Surat Meetup#54 - MuleSoft Automation
- 2. Safe Harbour Statement ● Both the speaker and the host are organizing this meet-up in individual capacity only. We are not representing our companies here. ● This presentation is strictly for learning purposes only. Organizer/Presenter do not hold any responsibility that same solution will work for your business requirements. ● This presentation is not meant for any promotional activities. 2
- 3. A recording of this meetup will be uploaded to events page within 24 hours. Questions can be submitted/asked at any time in the Chat/Questions & AnswersTab. Make it more Interactive!!! Give us feedback! Rate this meetup session by filling feedback form at the end of the day. We Love Feedbacks!!! Its Bread & Butter for Meetup. Housekeepin g 3
- 4. Organizers 4 Jitendra Bafna Senior Solution Architect EPAM Systems Nitish Jain Application Developer Accenture
- 5. Amir Khan MuleSoft Solution Engineer https://www.linkedin.com/in/amir-khan-ak/ ● Passionate about digital transformation and emerging technologies, Agile development, DevOps and Automation ● Located in Zurich, Switzerland ● Love family, food, soccer, cricket, sometimes gym, sometimes not ● Not serious at all, love to laugh and enjoy all aspects of life ● Enjoy sharing knowledge and content
- 6. Overview ● Need for automation ● Point-of-View on Automation ● Introduction to MuleSoft Automation Suite ● Different Components (RPA + Composer + Anypoint) ● Live Demos ● Use Cases ● Wrap Up: Next steps, Q&A and Trivia Quiz MuleSoft Automation
- 7. Average Company Lifespan 7 Source: https://www.statista.com/statistics/1259275/average-company-lifespan/
- 8. Disrupt or be disrupted
- 9. Unrealized returns on automation Source: 2022 Connectivity benchmark report of apps are integrated experience lack of connected data and apps missing connected user experiences
- 11. The roots of automation Process Another Process Technology Technology Interconnection Business acts as process integrator
- 12. The roots of automation Process Another Process Technology Technology Interconnection Business acts as process integrator Slow as humans Error prone Repetitive and tedious tasks High-cost process
- 13. The birth of RPA Process Another Process Technology Technology Interconnection Business acts as process integrator
- 14. The birth of RPA Process Another Process Technology Technology Interconnection RPA acts as process integrator
- 16. Operating RPA Process PROD RPA Dev Business Manual execution FIX REDEPLOY
- 17. Investment in RPA driven Automation RPA based Automation is introduced here Business effort / cost time RPA Developer Bot Ressources (deployment, clients, IT Admin, etc.) Business need to invest Business see some reduction Business need to support Business need to perform / complete failing scenarios Cumbersome RPA Business shifts effort from repetitive work to serving automation
- 18. Learn why?
- 19. Sphere of automation Application Programming Interface (API) & User Interface (UI) API UI Technical Business
- 20. Types of automation Application Programming Interface (API) & User Interface (UI) API UI 10x faster in design 30x faster in execution Easier to understand Slower execution time Available earlier in the life cycle Available later in the life cycle Runs everywhere Requires client side installation Change more frequently
- 21. Let’s start with Headless Automation Connectivity and APIs API UI For unstructured data types (PDF, Images, Files, etc.) Systems without Interface Legacy environment Client/Server Apps APIs are difficult to use API-First Automation For all modern apps APIs documented and available Understanding on how to use For complex systems i.e. SAP, NetSuite, etc. For Databases (SQL, NoSQL, etc.) FTP / SFTP
- 22. Who needs automation Business IT Team RPA Dev
- 23. Business apps and systems involved IT Team RPA Dev Business
- 24. Empowering business to automate C4E Center for Enablement IT Team RPA Dev Business
- 25. Empowering business to automate RPA Dev Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement Business
- 26. Empowering business to automate RPA Dev Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement Business
- 27. Empowering business to automate RPA Dev Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement Anypoint Platform API-led automation Cloud On-prem Custom Business
- 28. Empowering business to automate Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement Anypoint Platform API-led automation Cloud On-prem Custom Business RPA Dev
- 29. Address the last mile of automation Robotic Process Automation (RPA) API UI For all modern apps APIs documented and available Understanding on how to use For complex systems i.e. SAP, NetSuite, etc. For Databases (SQL, NoSQL, etc.) FTP / SFTP For unstructured data types (PDF, Images, Files, etc.) Systems without Interface Legacy environment Client/Server Apps APIs are difficult to use API-First Automation
- 30. Empowering business to automate RPA Dev Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement MuleSoft RPA UI-based automation Legacy Docs Images Anypoint Platform API-led automation Cloud On-prem Custom Business
- 31. Consume Produce Automation is a team sport! RPA Dev Business IT Team MuleSoft Composer Point and click automation Netsuite Salesforce Jira C4E Center for Enablement Anypoint Platform API-led automation Cloud On-prem Custom MuleSoft RPA UI-based automation Legacy Docs Images Business
- 32. Free up time and resources Automation is introduced here Business effort / cost time RPA Developer Bot Ressources (deployment, clients, IT Admin, etc.) 32 Existing API assets (produced by IT) Business owns automation Business benefit from automation, and reuse existing assets by IT and Automation Team Save Time / Costs Break Even
- 33. Benefits of MuleSoft Automation Efficiency Productivity Cost Reduction Resilient
- 35. MuleSoft Automation Empower your teams to do more, with less Move faster with fewer resources Automate any manual or repetitive tasks in your organization Composer -- RPA -- Orchestrator Improve how work flows for everyone Empower anyone to automate any Customer 360 processes Composer -- RPA -- Orchestrator Power automations together Automate as a team on a platform that makes collaboration with IT easy Composer -- RPA -- Anypoint
- 36. MuleSoft Composer The fastest and easiest way to connect apps and data Connect apps and data instantly Enable business teams to access data governed by IT using clicks, not code — no more waiting for development resources. Take solutions from concept to reality with ease Allow IT and business teams to collaborate easily, jumpstarting integration projects using IT-built assets and templates. Scale integrations securely and automatically Empower IT to monitor every integration effectively, without slowing down the business.
- 37. NEW MuleSoft RPA Automate repetitive processes and tasks Automate any process for any team Use with point-and-click tools to automate your workflows instantly – whether through a UI, document, or image Collaborate on a secure, trusted platform Empower business and IT teams to collaborate with ease and break silos on every step of your automation journey Scale end-to-end automation Share and reuse RPA securely with Salesforce C360, Anypoint Platform, and Composer
- 38. Innovate faster Empower business users to build faster with IT- approved resources Build worry-free Give IT the ability to easily secure everything built by the business Ensure resilience Maintain reliability through IT-provided monitoring and support Anypoint Platform unlocks the true promise of automation IT teams Anypoint Platform Business teams Composer & RPA
- 40. Anypoint Exchange MuleSoft Automation Suite RPA Manager MuleSoft Composer Composer Flows … Test / Deploy / Run HTTP Publish Deploy Embedded Runtime Deploy RPA Bot Farm RPA Bot RPA Bot RPA Bot RPA Bot Mule Runtime Anypoint Platform Mule App Mule App Mule App Mule App RPA Process RPA Builder PDF … RPA Recorder Save HTTP Mule Application Anypoint Studio … HTTP
- 41. MuleSoft Automation As part of Salesforce Ecosystem
- 42. MuleSoft Automation is part of Salesforce Flow Flow Builder Flow Actions Flow Orchestration Flow Integration (Composer) Flow RPA Flow in Slack
- 43. Flow Builder Order Update User agreement? Toolbox Trigger System Update Confirm Update Yes No Send mail Start End End Available Sales Service Commerce Marketing CDP Analytic Platform Industries Learning Partners Collaboration Net Zero MuleSoft Automation is fully integrated into the Salesforce Ecosystem
- 44. Demos Planned for Today Einstein Bot MuleSoft Automation Salesforce Service Cloud Build your automation flow
- 45. Demo Use Case Salesforce Service Cloud
- 46. All contents © MuleSoft, LLC Meet RACHEL Rachel is one of loyal customers of Northern Trail Outfitters The delivery date for hiking boots she ordered doesn’t match her travel plans Calls NTO to understand if her shoes could be delivered earlier
- 47. All contents © MuleSoft, LLC Meet MICHAEL Michael is the Customer Service Agent at Northern Trail Outfitters He provides excellent customer support using Salesforce Service Cloud Eg, Validates customer claims, requests expedited shipping etc.
- 48. Repetitive manual tasks slow down processing Rachel has bought some NTO hiking boots but her delivery is delayed She contacts the Service center to find out what’s going on Service Cloud Opens Customer Case via OmniChannel Checks Order Status Sees NBA on offering express delivery Puts Rachel on hold Logs into legacy warehouse system Manually enters delivery data Legacy OMS Confirms Rachel & Closes Case Update order in Netsuite NetSuite Login to NetSuite
- 49. Increase Productivity and Efficiency Use MuleSoft Automation to replace human tasks Service Cloud Opens Customer Case via OmniChannel Checks Order Status Sees NBA on offering express delivery Continue conversation / Triggers Bot Logs into legacy warehouse system Manually enters delivery data MuleSoft RPA Confirms Rachel & Closes Case Update order in Netsuite Composer Login to NetSuite Does other tasks while RPA running Trigger (on success)
- 50. Live Demo Salesforce Service Cloud
- 51. Demo Use Case Salesforce Einstein Bot
- 52. # cases Jan Dec Nov Oct Black Friday Xmas and new year
- 53. Increase Productivity and Efficiency Use MuleSoft RPA Bots to replace human tasks Service Cloud Opens Customer Case via OmniChannel Checks Order Status Sees NBA on offering express delivery Continue conversation / Triggers Bot Logs into legacy warehouse system Manually enters delivery data MuleSoft RPA Confirms Rachel & Closes Case Update order in Netsuite Composer Login to NetSuite Does other tasks while RPA running Trigger (on success)
- 54. Increase Productivity and Efficiency Einstein Chatbot and MuleSoft Automation increase productivity and efficiency Service Cloud Customer starts chat coversation Einstein Bot provides assistance Customer wants to update order Continue conversation / Triggers Bot Logs into legacy warehouse system Manually enters delivery data MuleSoft RPA Update order in Netsuite Composer Login to NetSuite Trigger (on success) Asks for further support? Talk to an agent End conversation
- 55. Live Demo Salesforce Service Cloud Einstein Chatbot
- 56. Use Case Build Integration Flow
- 57. All contents © MuleSoft, LLC Connect People, System and Data Demo Scenarios (Cont.) Use case 2 - Build Integration Flow - Service Request Distribution Incident creation Case creation Post message ServiceNow Id Case Id Trigger
- 58. Live Demo Build Automation Flow
- 59. Use Cases Look around, you will find many
- 60. Chatbots + RPA Use Case 1 Watch Now
- 61. # cases Jan Dec Nov Oct Black Friday Xmas and new year
- 62. Increase Productivity and Efficiency Einstein Chatbot and MuleSoft Automation increase productivity and efficiency Service Cloud Customer starts chat coversation Einstein Bot provides assistance Customer wants to update order Continue conversation / Triggers Bot Logs into legacy warehouse system Manually enters delivery data MuleSoft RPA Update order in Netsuite Composer Login to NetSuite Trigger (on success) Asks for further support? Talk to an agent End conversation
- 63. Patients Admission Use Case 2 Watch Now
- 64. Meet Julie Julie is an assistant and trainee at Open Hospital for all kind of surgeries She manages all new admissions of patients in Open Hospital System (OHS) New admission are sent in Excel or PDF via Email, which she need to maintain in OHS manually. OH OPEN HOSPITAL
- 65. Admission at hospital facility Patient Admission Process Doctors Other hospitals Julie Single admission document Multiple admissions OH OPEN HOSPITAL
- 66. Julie’s morning routine Manual labour in hospitals Receives admissions Email Download Attachment Open PDF Open Excel Open OHS Register Admissions Julie Error prone Time-consuming Less reliable Not accurate
- 67. Receives admissions Email Open Attachment Open PDF Open Excel Open OHS Register Admissions Fully automated Patient admission Automate repetitive tasks to increase efficiency and productivity Unattended every morning Fast Resilient Repeatable Accurate
- 68. Inventory Mgmt Use Case 3 Watch Now
- 69. All contents © MuleSoft, LLC Inventory Management Manual labour at work Login to SAP Check Stock Overview Purchase Order Martin Get approval for Order Release Order Send order confirmation 2 hours daily Error prone Time-consuming Less reliable Not accurate
- 70. All contents © MuleSoft, LLC Automated Inventory Automate repetitive tasks to increase efficiency and productivity Unattended every morning Login to SAP Check Stock Overview Purchase Order Get approval for Order Release Order Send order confirmation Fully automated Fast Resilient Repeatable Accurate
- 72. Automate anything. Empower everyone. Deliver success now. Automation IT API-First Automation Business Legacy Systems Unstructured Data Whenever APIs can not be used On-premise backend systems Multi-cloud environments B2B, B2C, validated systems, etc. Business apps (day to day usage) Email, Attachments, File processing Import, Export, Transform activities Unlock any on-premise backend systems, multi-cloud environments, etc. Unlock any legacy systems, client-server apps, unstructured data, etc. Automate Automate Data collection, reporting and analysis Business Flow 1 Business Flow 2
- 74. Resources ● Join the Composer Trailblazer Community ○ https://trailhead.salesforce.com/trailblazer- community/groups/0F94S000000GwI1?tab=discussion&sort=LAST _MODIFIED_DATE_DESC ● Salesforce Customers: Refer to our MuleSoft Composer Trailmix to learn how to build and run flows that solve common integration problems ○ https://trailhead.salesforce.com/users/mulesoft- trailhead/trailmixes/mulesoft-composer ● MuleSoft Customers: Refer to our Learning Library: ○ https://training.mulesoft.com/library/mulesoft-composer ● For Technical Support or to submit a Support Case: ○ https://help.salesforce.com/s/ Composer Resources
- 75. Resources ● Join the RPA Trailblazer Community ○ https://trailhead.salesforce.com/trailblazer- community/groups/0F94S000000kJPTSA2?tab=discussion&sort=LA ST_MODIFIED_DATE_DESC ● Salesforce Customers: Refer to our MuleSoft RPA Trailmix to learn how to get started with RPA, RPA Builder and much more ○ https://trailhead.salesforce.com/users/mulesoft- trailhead/trailmixes/mulesoft- rpa?utm_source=training.mulesoft&utm_medium=referral&utm_c ampaign=rpa ● MuleSoft Customers: Refer to our RPA course: ○ https://training.mulesoft.com/course/getting-started-rpa ● For Technical Support or to submit a Support Case: ○ https://help.salesforce.com/s/ RPA Resources
- 80. Thank You
- 81. Take a stand ! 18 ●Nominate yourself for the next meetup speaker and suggest a topic as well.
- 82. 20 ● Share: ○ Tweet using the hashtag #MuleSoftMeetups ○ Invite your network to join: https://meetups.mulesoft.com/surat/ ● Feedback: ○ Fill out the survey feedback and suggest topics for upcoming events ○ Contact MuleSoft at [email protected] for ways to improve the program What’s next?