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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.

Build Your First RPA Bot

Start here – read the Executive Brief

Read our concise Executive Brief to find out how you should build your first RPA bot, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Define your RPA governance

Set the expectations of your first RPA bot. Define the guiding principles, ethics, and delivery capabilities that will govern RPA delivery and support.

2. Deliver and manage your bots

Validate the fit of your candidate business processes for RPA and ensure the support of your operational system. Shortlist the features of your desired RPA vendor. Modernize your delivery process to accommodate RPA.

3. Roadmap your RPA adoption

Build a roadmap of initiatives to implement your first bot and build the foundations of your RPA practice.

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Onsite Workshop: Build Your First RPA Bot

Onsite 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 onsite 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




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




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




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.

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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.

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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.

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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.


Andrew Kum-Seun


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