Defind RPA Goals

Inadequate assessment of process portfolio before starting of RPA.

Successful implementation of Robotic Process Automation, you need to know more than just how to set up bots.

RPA is not a magic bullet. It requires a lot of investment in time and resources to set up properly, and it will take a dedicated team to make sure that your bots are doing the right things at the right time.

You can’t do this on your own: RPA is best implemented by an experienced automation specialist who understands how and when to use bots to replace manual processes, while taking into account all the factors required for successful implementation.

The benefits of using RPA are compelling, but they can only be realized when the process is adequately assessed. In order to do so, companies should follow these steps:

Define RPA goals.

Before you start automating anything, it is extremely important to define a clear set of goals.

This is because if you don’t know what you are aiming for, how can you make sure that everything is working as intended?

Understand the nature of the process.

Understanding what a process looks like, especially in terms of its scope and complexity, can be critical in determining whether it’s worth automating.

An adequate, detailed and in-depth assessment of the process is required before starting with automation. The assessment should be done by people who have experience in the process. It should include both the process and technology. The assessment should be done before starting with automation.

You’re about to embark on a journey that will allow your organization to take advantage of automation for years to come. Before you begin, it’s important to ensure that you have the right tools and resources in place:

  • Understand the business problem – Identify the problem your process is trying to solve.
  • Understand the current state of the process – What are some of its characteristics? Is there anything you can do differently? Are there any areas where human intervention can be reduced or removed altogether? How many documents or requests does it typically require? What kind of time frame does it take from start-to-finish?
  • Understand cost – How much does each stage of this project cost, both in terms of dollars spent externally (outsourced vendors) and internally (employee hours). Where does most of these costs come from: people working through tasks manually vs automated data processing software/systems?
  • Timeline – When do different parts happen throughout this project’s lifecycle (i.e., data gathering vs analysis vs reporting)? Do certain stages require immediate attention while others can wait until later stages are complete?

Following is Automation Landscape and Process Assessment Matrix.

Companies needs to define the processes falls under which quadrant and then take decisions.

Note: Above Details taken from UiPath Academy Business Analysis training.


1.      Are inputs standard for chosen process?

2.      What type of data is there in Input?

3.      Does process required OCR for reading information from scanned images or handwritten documents?

4.      Does the process required of reading free text?

Process Metrics:

1.      Number of FTE’s required to do that process manually.

2.      Number of transactions or cases currently done by FTE.

3.      What is the frequency of process?

4.      How many steps performed currently for completion of process?

5.      What is the Average Handle time for each transaction?

 Process Details:

  1. What is the language of entire applications involved?
  2. High level description of process.
  3. Is there quality assurance done for process?
  4. Is the process manual and repetitive?
  5. Is the process rule based?
  6. Is the process under changes and expected to change within 3 to 6 months?
  7. What are % of unknown and known exceptions?

 Environment setup:

What all technologies involved?

Are there any steps in the process which are already automated?

Is there test environment available?

Application access is via VDI/Remote desktop.

How many integrated application involved?

So, if you are thinking to move into RPA please get all these factors clear with your implementation partners before initiations.

If you need more information, please feel to contact us.

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