Adeel Javed - Compliance At The Speed Of Low-Code

Compliance Automation at the Speed of Low-Code @ Webinar 2020

The COVID-19 global pandemic has added new urgency to the quest for digital transformation. The pandemic disrupted business processes and displaced and disconnected people. Organizations across the globe witnessed first-hand that the speed with which they could get new automations and applications in place could literally make or break the company.

The world quickly learned what some industry leaders already knew: the ability to develop an application and quickly bring it to market is crucial. At Options Clearing Corporation (OCC), the world's largest equity derivatives clearing organization, this practice of rapid digital transformation was already part of our DNA even in a pre-COVID world.

Topic: Compliance Automation at the Speed of Low-Code

Speakers:

  • Adeel Javed, Intelligent Automation Manager, OCC (Options Clearing Corporation)
  • Anum Sundrani, Business Systems Analyst, OCC (Options Clearing Corporation)

Date: October 20, 2020

Venue: Online


Adeel Javed - How to Transform your Organization with Low-Code

How to Transform your Organization with Low-Code @ Webinar 2019

It’s easy to see the potential of emerging low-code technology, but building apps is only the starting point. In reality, the number of ways to leverage low-code is mind-boggling. Regardless of where you are on your transformation journey, this webinar will help you conceptualize how low-code can change the way you create and leverage applications.

Join IT industry analyst, thought leader, and Digital Transformation influencer Jason Bloomberg, President of Intellyx as he shares insights on the current state of low-code development and how organizations have already leveraged it to deliver meaningful results.

Joining Jason will be Adeel Javed, Manager of Process Automation at OCC (Options Clearing Corporation), the world’s largest equity derivatives clearing organization. With over 14 years of extensive technical experience, Adeel brings a unique perspective and will show how developers are already welcoming low-code. In addition, he will share the OCC journey to deploying 9 critical risk management applications in 18 months, rolling out the first application in just 6 weeks.

Topic: How to Transform your Organization with Low-Code

Speakers:

  • Adeel JavedProcess Automation Manager, OCC (Options Clearing Corporation)
  • Jason Bloomberg, President, Intellyx

Date: June 27, 2019 @ 12:00 PM

Venue: Online


Adeel Javed - Princeton Blue - Intelligent Automation 2019

Our Digital Automation Journey from Project to Program @ Intelligent Automation 2019

Princeton Blue's annual customer conference for automation practitioners covering BPM, Low-code, RPA and AI.

Topic: Our Digital Automation Journey from Project to Program

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)

Abstract: The OCC (Options Clearing Corporation) is the world’s largest equity derivatives clearing house. It has been designated by the US government as a SIFMU – a Systematically Important Financial Market Utility. The OCC uses Appian across the organization to demonstrate and enforce strict controls to enhance risk management. In this session, hear our story of successes and lessons learned while building a Digital Automation program with BPM and RPA..

Date: April 11, 2019 @ 4:15 PM

Venue: Princeton Marriott at Forrestal


Adeel Javed - Appian Chicago User Group 2019

Our Journey from Project to Program @ Appian Chicago User Group 2019

OCC hosted the first Appian Chicago User Group of 2019. We had some great discussions throughout the day on Low-code, BPM, Cloud, and RPA.

Topic: Our Journey from Project to Program

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)

Abstract: The OCC (Options Clearing Corporation) is the world’s largest equity derivatives clearing house. It has been designated by the US government as a SIFMU – a Systematically Important Financial Market Utility. The OCC uses Appian across the organization to demonstrate and enforce strict controls to enhance risk management. In this session, hear about OCC's journey from a project to a program.

Date: February 19, 2019 @ 11:00 AM

Venue: Franklin Conference Center / Options Clearing Corporation


Adeel Javed - Intelligent Automation Share Forum Chicago 2018

Customer Panel @ Intelligent Automation Share Forum 2018

KPMG hosted Intelligent Automation Share Forum in Chicago that provided customer and prospects with an opportunity to see Blue Prism’s Digital Workforce in action and learn how to accelerate their automation journey.

Topic: Customer Panel

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)
  • Bill Raczyk, VP Process Innovation, OCC (Options Clearing Corporation)

Abstract: The OCC (Options Clearing Corporation) is the world’s largest equity derivatives clearing house. It has been designated by the US government as a SIFMU – a Systematically Important Financial Market Utility. The OCC uses Appian across the organization to demonstrate and enforce strict controls to enhance risk management. In this session, hear about OCC's journey from a project to a program.

Date: October 11, 2018

Venue: KPMG / Aon Center


Adeel Javed - Forrester 2018 - Transforming Risk Controls at a SIFMU

Low Code: How to Build an App a Day @ Forrester Digital Transformation 2018

Digital transformation now dominates many C-suite and boardroom agendas. But it remains unclear what “digital transformation” means. Most definitions are shallow, even while expectations for success are optimistic. Faced with these disparate viewpoints and demands, CIOs, CTOs, and CDOs struggle to define cohesive digital strategies — resulting in (at best) tinkering at the margins or (at worst) chaos and inefficiency.

Join Forrester as business leaders and technology innovators come together to escape this trap by focusing less on the capabilities of specific technologies, and learning how to embrace the strategic business transformations that new digital technologies make possible.

Topic: Transforming Risk Controls at a SIFMU

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)

Abstract: The OCC (Options Clearing Corporation) is the world’s largest equity derivatives clearing house. It has been designated by the US government as a SIFMU – a Systematically Important Financial Market Utility. The OCC uses Appian across the organization to demonstrate and enforce strict controls to enhance risk management. In this session, hear how the OCC is leveraging the Appian Platform’s speed to build unique applications in a day.

Date: May 8, 2018 @ 1:45 PM

Venue: Ballroom X / Sheraton Grand


Adeel Javed - Appian World 2018

Transforming Risk Controls at a SIFMU @ Appian World 2018

Appian World is the annual conference hosted by Appian to bring together partners, customers, and prospects in a single location. The goal is to share success stories and lessons learned with each other to accelerate digital transformation journey.

Topic: Transforming Risk Controls at a SIFMU

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)

Abstract: The OCC (Options Clearing Corporation) is the world’s largest equity derivatives clearing house. It has been designated by the US government as a SIFMU – a Systematically Important Financial Market Utility. The OCC uses Appian across the organization to demonstrate and enforce strict controls to enhance risk management. In this session, hear how the OCC is leveraging the Appian Platform’s speed to build unique applications in a day.

Date: April 25, 2018 @ 11:15 PM

Venue: Splash 9-10 / Fontainebleau Miami

https://youtu.be/b219KWENmdY


Adeel Javed - Appian World 2018 - Integrating Appian Cloud with your Business and IT Operations

Integrating Appian Cloud with your Business and IT Operations @ Appian World 2018

Appian World is the annual conference hosted by Appian to bring together partners, customers, and prospects in a single location. The goal is to share success stories and lessons learned with each other to accelerate digital transformation journey.

Topic: Integrating Appian Cloud with your Business and IT Operations

Speakers:

  • Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)
  • Marco LaraSenior Director, Appian Cloud Operations, Appian
  • Eduardo FuentesDirector, Appian Cloud Operations, Appian

Abstract: Investing in Appian Cloud is an investment in a new partner for your success. Come learn how Appian Cloud operates its highly reliable and secure cloud platform to meet your enterprise needs. In this session, attendees will receive an overview of Appian Cloud internal operations and guidance on how to merge your business and IT operations with Appian Cloud.

Date: April 24, 2018 @ 2:15 PM

Venue: Splash 9-10 / Fontainebleau Miami

https://youtu.be/B4-mKScRxik


Adeel Javed - Appian Chicago User Group 2018 - Data Drive Dynamic Forms

Data-Driven Dynamic Forms @ Appian Chicago User Group 2018

This 1-day complimentary event offers two tracks throughout the day, both a Business track in the morning and a Technical track in the afternoon.  We invite you to join us for one or both! Please ensure that you register for the session you plan to attend.

Topic: Data Driven Dynamic Forms

Speakers: Adeel JavedProcess Automation Lead, OCC (Options Clearing Corporation)

Date: February 13, 2018

Venue: Hyatt Rosemont (Lindberg)


Adeel Javed - How To Make BPMS And RPA Work Together

How To Make BPMS And RPA Work Together - Part 2

In my previous post, I explored two different approaches that can be used to make a Business Process Management Software (BPMS) and a Robotic Process Automation (RPA) tool work together. This post expands on the same topic but from a different perspective. It uses process hierarchy as a reference to identify the tool that is better suited for each level.

A Process Hierarchy is a way to structure processes to ensure the value they provide can be measured and the process outputs align to the organizations business goals.

Source: LinkedIn

Process hierarchy is usually represented as a pyramid as shown in Figure 1.

Adeel Javed - How To Make BPMS And RPA Work Together

Figure 1: Process Hierarchy Pyramid

Each level in the pyramid defines the granularity of processes in the hierarchy. Normally processes are divided into 5 levels in the hierarchy.

  • Level 1: Process categories
  • Level 2: Process groups
  • Level 3: Processes
  • Level 4: Sub-Processes
  • Level 5: Standard Operating Procedures (SOPs) / Work Instructions

For simplicity, I have created another version of the process hierarchy as shown in Figure 2. In this simplified version Level 1 and Level 2 have been merged into a single layer, and Level 3 and Level 4 have been merged into a single layer.

Adeel Javed - How To Make BPMS And RPA Work Together

Figure 2: Simplified Process Hierarchy Pyramid

Now let’s take a look at tools that you would be suited for each layer.

Level 1 + Level 2 (Value Chain)

Processes at this level are at a very high-level and there is not much automation that happens at this level. They are primarily used in reporting to senior management, so the purpose of this level is mostly for categorization, grouping and/or summarizing metrics of processes at lower levels.

Level 3 + Level 4 (Processes / Sub-Processes)

Processes in these two levels are also referred to as executable processes. These consist of processes and subprocesses that can actually be implemented. An example of this would be the end to end Order Management process. Automation of such end to end processes is best suited for a BPMS because they provide necessary tools to model, build, optimize and monitor long running processes.

Adeel Javed - How To Make BPMS And RPA Work Together

Figure 3: Order Management Process

Level 5 (Standard Operating Procedures - SOPs)

This level consists of procedures or, work instructions that are created to help individuals navigate a screen, a system, perform a single activity. These are very detailed instructions and rules that list exact steps that a person needs to perform in order to complete a task.

Referring to the earlier example of order management process, once your process reaches the Ship Order activity, in a manual process a user will need to work on multiple systems to ship an order. Here is a quick list of different tasks that a user might need to perform.

  • Login to order management system
  • Search and open order details
  • Login to the shipping vendor’s system
  • Copy and paste all the required data from order management system to shipping system
  • Ship the order and copy tracking number from shipping system back into order management system
  • Log out and close the shipping system
  • Mark order as shipped in order management system
  • Log out and close the order management system

Compared to a BPMS, in this case, an RPA tool can be quickly and easily trained to automate these activities. So, instead of a human doing all the tasks, a trained bot can perform all the tasks.

Adeel Javed - How To Make BPMS And RPA Work Together

Figure 4: Ship Order Activity

Conclusion

As I concluded in the previous post as well, in my opinion, BPMS and RPA are a great match, but you just have to make sure that you are using them for the right kind of use cases.

Share your thoughts on how you are planning to use BPMS and RPA in your organization. What opportunities or challenges do you see in implementing both together?