Transforming Operations with Automation

Digital Transformation at RBC Capital Markets

As part of RBC Capital Markets’ Intelligent Automation and Digital Transformation Management team, I played a key role in driving initiatives that streamlined operations, optimized processes, and delivered measurable efficiency gains across multiple business teams.

Efficiency Unlocked: Key Metrics

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Efficiency Unlocked: Key Metrics *

10+ Workflows Automated

Enhanced Operational Efficiency & Standardization

8,200 Hours Saved Annually

28% of Team’s Workday Reclaimed

Freeing Up Time for High-Value Work & Innovation

Improved Productivity & Employee Satisfaction

Automation in Action: Transforming Workflows & Decision-Making

  • Communication Bots: Enhancing Regulatory Compliance & Trade Transparency

    Automating trade notifications to ensure counterparties and clients receive real-time updates on unmatched or unaffirmed trades as part of regulatory requirements.

    Key Benefits:
    ✔ Ensures compliance with financial regulations by reducing manual errors.
    ✔ Provides real-time trade status updates, minimizing delays.
    ✔ Reduces the operational burden of manually tracking and communicating trade discrepancies.

    Example Use Case:

    Before automation, teams had to manually notify counterparties of trade mismatches. Now, a bot instantly detects discrepancies and sends notifications, ensuring faster resolution.

  • System Input Bots: Eliminating Repetitive Tasks & Improving Accuracy

    Automating data entry into outdated systems, ensuring accuracy and reducing manual workload on repetitive, error-prone processes.

    Key Benefits:
    ✔ Automates inputting critical data into legacy systems, improving accuracy.
    ✔ Saves employees hours of repetitive manual effort.
    ✔ Speeds up processes, allowing teams to focus on higher-value tasks.

    Example Use Case:

    Employees previously had to manually enter data into old, non-user-friendly systems. Now, bots handle this task, reducing errors and freeing up time for strategic work.

  • Reporting Bots: Enabling Data-Driven Decision Making

    Automating the collection and aggregation of data from multiple sources, providing real-time insights for better decision-making and process completion.

    Key Benefits:
    ✔ Gathers and consolidates data from internal and external sources.
    ✔ Ensures leadership has access to accurate, timely reports for informed decision-making.
    ✔ Reduces the risk of human error in financial and operational reporting.

    Example Use Case:

    Instead of spending hours pulling reports from various databases, a reporting bot now consolidates information in seconds, delivering real-time insights for decision-makers.

My Approach to Leading Digital Transformation Projects

Delivering automation solutions requires a structured yet flexible approach, ensuring that each initiative is aligned with business objectives, technically feasible, and continuously optimized. By engaging stakeholders early, defining clear requirements, and iterating through testing and feedback, I ensured automation projects provided maximum value and seamless integration. Below is my approach across each phase of the project lifecycle.

Intake: Understanding Business Challenges & Automation Potential

I actively engaged in cross-functional discussions with both the RPA team and business teams to gain a high-level understanding of existing workflows, business pain points, and potential inefficiencies. During this phase, I also assessed the feasibility of RPA solutions and worked with stakeholders to define clear business objectives for automation.

How I Delivered Value:
✔ Engaged with key stakeholders to uncover process inefficiencies and automation needs.
✔ Assessed RPA feasibility by evaluating process complexity and automation potential.
✔ Defined strategic business objectives for automation initiatives.

Analysis: Aligning Automation with Business Goals

I led user discovery sessions to deeply understand automation requirements, uncovering opportunities for process optimization and reengineering to maximize efficiency. Leveraging my expertise in RPA, I guided business teams on what can and cannot be automated, ensuring realistic expectations. I played a critical role in breaking down complex processes into clear, structured requirements documents, ensuring alignment between business goals and technical feasibility. Additionally, I collaborated with leadership to align automation roadmaps with strategic business priorities.

How I Delivered Value:
✔ Conducted user discovery sessions to gather insights and refine automation requirements.
✔ Identified process optimization and reengineering opportunities to streamline workflows.
✔ Defined clear, structured requirements documents, ensuring alignment between business and technical teams.

Development: Creating Customized RPA Automations Aligned with Business Needs

Testing to PIV: Driving Seamless Deployment & Continuous Improvement

I played a key role in the final stages of automation development, ensuring a smooth transition from testing to deployment and ongoing optimization. I collaborated with the development team to create test cases aligned with business objectives, conducted UAT (User Acceptance Testing) to validate automation effectiveness, and gathered feedback from stakeholders for refinements. Post-deployment, I established KPI tracking to measure success and monitored bot performance for a full quarter, proactively identifying and resolving any issues to enhance reliability and efficiency.

How I Delivered Value:
✔ Designed test cases to ensure automation met business needs and functional requirements.
✔ Established KPI tracking to measure automation success and ROI.
✔ Monitored bot performance post-deployment, gathering feedback and refining automation as needed.

I worked closely with IT teams, developers, and business stakeholders to design customized RPA automations that aligned with each team’s unique processes and operational needs. Beyond ensuring technical feasibility, I conducted risk assessments, tracking potential risks and embedding business controls to mitigate them within the automation design. I also facilitated discussions between technical teams, business users, and other stakeholders to prevent scope creep while keeping business needs and user experience at the forefront.

✔ Provided strategic recommendations to technical team members for solution design, ensuring automation solutions were user-centric and aligned with business needs.
✔ Conducted comprehensive risk assessments, integrating business controls to enhance continuity, compliance, and operational resilience.
✔ Led cross-functional discussions to align teams, prevent scope creep, and prioritize user needs.

What Clients are Saying

  • " Whilst working with Kiana on RPA projects this year I have found her to be extremely diligent and professional. Her attention to detail has been excellent, which is important as our requests were quite complex. Kiana also stood out as a real team player in the way she liaised with her team through the process."

    Robert Bradshaw, Associate Director, Securities Sales Support

  • "I would like to take a moment to reflect on Kiana's performance in regards to services she has provided for our team as part of the automation project. Her dedication and hard work have truly shone through, and I appreciate the positive impact she's had on the team. First and foremost, her contributions to the automation project have been nothing short of remarkable. Her technical expertise and innovative approach have played a pivotal role in streamlining our processes. Her attention to detail and commitment to delivering high-quality results have set a standard for excellence within the team. Moreover, her collaborative approach and willingness to share her knowledge have been invaluable."

    Jada Huang

  • "Kiana maintains good communication with stakeholders and provides clear direction and guidance to team members. She makes decisions for project goals, maintains a positive outlook and provides constructive feedback. She is able to manage competing priorities and meet tight deadlines effectively."

    Danny Cheung, Operations Manager, Capital Markets