Automated Accountants: Personal Assistant Technology

We can use personal assistant technology bots to use context and intelligence to provide a natural interface and increase participation in our cloud applications.

robot-accountantIn my house, Alexa (aka Amazon Echo) is part of the family.  My young children check the weather whilst eating their breakfast, see how their favorite sports teams are doing, get some jokes, movie times and anything that pops into their head they will just “Ask Alexa”.  They also have a lot of fun seeing how Apple’s Siri and Alexa answer the same questions and which works better for what.  Observing these interactions and interacting myself has been a very good hands on research exercise and I have been thinking for a while of enterprise applications.

We can use personal assistant technology bots to use context and intelligence to provide a natural interface and increase participation in our cloud applications.We can increase participation on two groups of users

  • Casual Users
    • They have infrequent and limited interactions with the applications and do not have the time, or the training and familiarity with the capabilities to participate effectively.  They don’t know what information they can get, never mind how to get it.
  • Power Users
    • For these users it is about reducing the time it takes to do highly repetitive or UI intensive tasks.  This is like me at home getting sports scores or weather from Amazon Echo, I could easily look it up on my phone but it is easier to just say “Alexa, weather” whilst I am pouring my coffee.

I put together a team to enter a hackothon by our UX innovation team last month and we tried to focus on the former use case.  A high level manager who is very busy, runs a team of 50-100 people and manages to budgets but does not have a secretary.  We imagined her wanting to know details of budgets and implemented three flows

  1. Inquiry on remaining budget
  2. Details of who spent a budget on what
  3. Transfer funds from one budget to another (say from travel to computer hardware)

We spent a lot of time trying to make the interactions as natural as possible, so getting the natural language trained correctly was key and we also wanted to use Amazon Echo, IM and SMS messages to interact with the live data in an ERP Cloud environment.

It was a great experience and we learned a lot technically. but probably more of a revelation was the different design strategy for these types of interaction.  The other teams also did some amazing things(read the event review here) so we were pleased to pick up third place overall and the People’s Choice Award (voted on by all the participants).

I fully expect Automated Personal Assistants to be a key interaction model for Enterprise applications going forward, just as we are seeing them start to take off in the consumer space.   Exciting times.

Author: David Haimes

I'm Senior Director in the Oracle Research and Development Organization, with close to 20 years working in various roles on the development of the Financial Management product suite.  Since the summer of 2016 my focus is exclusively on working with customers and longer-term design work, particularly around next-generation functional and technical architecture. My task is to figure out NOW what the financial management system of the next 3, 5 or more years should look like and start working toward it.  At the moment the majority of my time is spent working on Blockchain or Distributed Ledger Technologies (DLT), leading the effort for all of SaaS applications.  I'm also interested in AI, Machine Learning and new UX and interaction paradigms such as chat bots. I started out in Oracle UK and found my way out to Oracle's Redwood Shores, California HQ in May 2000.  My previous role was product owner for Fusion Accounting Hub, General Ledger, Intercompany and Legal Entity products in Oracle Fusion Financials and eBusiness Suite General Ledger. I have also worked on EMEA Globalizations, Federal and Public Sector Financials, XML Payments and a variety of projects on other products down the years.

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