Build Your First RPA Bot
Support RPA delivery with strong collaboration and management foundations.
- Your organization has many business processes that rely on manual, routine, and repetitive data collection and processing work. These processes need to be automated to meet strategic priorities.
- Your stakeholders decided to invest in robotic process automation (RPA). They are ready to begin the planning and delivery of their first RPA bot.
- However, your organization lacks the critical foundations involved in successful RPA delivery, such as analysis of the suitability of candidate processes, business and IT collaboration, and product ownership.
Our Advice
Critical Insight
- Manage your business and IT debt before you adopt RPA. RPA doubles down on your process inefficiencies, lack of operations and architectural standardization, and unenforced quality standards. RPA solutions will be fragile and prone to failure if debt is not managed.
- Adopt BizDevOps. RPA will not be successful if your lines-of-business (LOBs) and IT are not working together. IT must empathize with how LOBs operate and proactively support the underlying operational systems. LOBs must be accountable for all products leveraging RPA and be able to rationalize RPA’s technical feasibility.
- Start with RPA 1.0. Don’t get caught up in the AI and machine learning (RPA 2.0) hype. Evaluate the acceptance and value of RPA 1.0 to establish a sustainable and collaborative foundation for its delivery and management. Then use the lessons learned to prepare for future RPA 2.0 adoption. In many cases, RPA 1.0 is good enough.
Impact and Result
- Establish the right expectations. Gain a grounded understanding of RPA value and limitations in your context. Discuss current IT and business operations challenges to determine if they will impact RPA success.
- Build your RPA governance. Clarify the roles, processes, and tools needed to support RPA delivery and management through IT and business collaboration.
- Evaluate the fit of RPA. Obtain a thorough view of the business and technical complexities of your candidate processes. Indicate where and how RPA is expected to generate the most return.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
9.3/10
Overall Impact
$11,398
Average $ Saved
9
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Central University of Technology
Guided Implementation
10/10
$1,559
10
York Regional Police
Guided Implementation
9/10
N/A
5
Aipso
Guided Implementation
10/10
$31,499
7
ABF Holdings Limited
Guided Implementation
8/10
$2,267
5
The session has to be longer to add real value , as the scope is broad and high level
Slater and Gordon UK Limited
Guided Implementation
10/10
$3,059
5
Ratification that where we are heading is in the right direction
UNA Trading FZE
Guided Implementation
9/10
$29,609
20
Libro Credit Union
Guided Implementation
9/10
$25,000
20
City of Alexandria, VA
Guided Implementation
9/10
N/A
N/A
Andrew was patient and thorough, and started by asking about our goals and drivers for this initiative (always a good place to start!) We had an e... Read More
OGx Consulting
Guided Implementation
10/10
$123K
50
Andrew is extremely resourceful. I really enjoyed our conversation. His approach was focused on understanding my need and discussing ways to adequa... Read More
Libro Credit Union
Guided Implementation
10/10
$300K
120
Andrew was well versed in this topic and provided valuable insights not only on the process but on tools. I ended the session with so much more kn... Read More
Mind Over Machines
Guided Implementation
10/10
$30,999
20
Sam was very knowledgeable. He had great information and great questions that led us to our own discoveries about ourselves. Sam was also great at ... Read More
Dark Fibre Africa
Guided Implementation
10/10
$31,499
50
Auckland Transport
Guided Implementation
9/10
$105K
47
Having someone that has had experience in the field and is able to talk about what other organisations are doing first hand. The blue prints are a... Read More
Toyota New Zealand Limited
Guided Implementation
10/10
$30,999
10
Best: You listened to what I needed and picked out the key elements from the presentation to address my needs while respecting my time by not cov... Read More
Cross Country Mortgage, Inc.
Guided Implementation
10/10
$30,999
10
I learned a lot from Andrew. He give great advice.
ATI CORP
Guided Implementation
9/10
$6,499
3
Andrew did a nice job to walk us through the materials he has compiled. Although the meeting was open-ended, he helped us narrow on a few solid tak... Read More
Workshop: Build Your First RPA Bot
Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Define Your RPA Governance
The Purpose
- State the success criteria of your RPA adoption through defined objectives and metrics.
- Define your RPA guiding principles and ethics.
- Build the RPA capabilities that will support the delivery and management of your bots.
Key Benefits Achieved
- Grounded stakeholder expectations
- RPA guiding principles
- RPA capabilities and the key roles to support RPA delivery and management
Activities
Outputs
State Your RPA Objectives.
- RPA objectives and metrics
Define Your RPA Principles
- RPA guiding principles and ethics
Develop Your RPA Capabilities
- RPA and product ownership, RPA capabilities, RPA role definitions
Module 2: Deliver and Manage Your Bots
The Purpose
- Evaluate the fit of your candidate business processes for automation.
- Define the operational platform to support your RPA solution.
- Shortlist the desired RPA vendor features.
- Optimize your product delivery process to support RPA.
Key Benefits Achieved
- Verifies the decision to implement RPA for the candidate business process
- The system changes and modifications needed to support RPA
- Prioritized list of RPA vendor features
- Target state RPA delivery process
Activities
Outputs
Prepare Your RPA Platform
- Assessment of candidate business processes and supporting operational platform
Select Your RPA Vendor
- List of desired RPA vendor features
Deliver and Manage Your Bots
- Optimized delivery process
Module 3: Roadmap Your RPA Adoption
The Purpose
- Build your roadmap to implement your first RPA bot and build the foundations of your RPA practice.
Key Benefits Achieved
- Implementation initiatives
- RPA adoption roadmap
Activities
Outputs
Roadmap Your RPA Adoption
- RPA adoption roadmap
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
Talk to an Analyst
Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.
Book an Analyst Call on This Topic
You can start as early as tomorrow morning. Our analysts will explain the process during your first call.
Get Advice From a Subject Matter Expert
Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and set the direction for your next project step.
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