What is RPA

Business tools and applications are growing at a fast rate, and it is becoming more difficult to capture and interpret all the disparate data streams. While a digital system may not be hard to manage on an individual basis, technological growth has forced organizations to confront the issue of how to manage and direct multiple systems toward a unified business objective. Organizations are now turning to robotic process automation (RPA) as the preferred workflow automation tool. RPA contributes to substantial cost savings, increased productivity, and other strategic benefits.

Robotic Process Automation allows for the creation of true virtual workforces to bring agility and efficiency. This virtual workforce is comprised of software robots that can executive business tasks and processes. These robots completes business processes in less time than a person would, and with greater accuracy at a fraction of the cost, and in return a higher ROI.

Any organization that has many different, complicated systems that need to mesh together is a good candidate for RPA. RPA can be integrated in finance, insurance, healthcare, legal, manufacturing, banking and utilities, among others.

Getting Started With RPA

Know and Understand Your Existing Processes

Keep track of process variations

Determine Key Goals and Expectations

Do you want to lower your labor costs? Reduce error rates? Raise ROI?

Create an RPA Center of Excellence

Provides the strategy and vision governing automation across your organization

Can include specialists responsible for: identifying areas for automation, building operating models, developing change management and continuous improvement capabilities, and managing interactions with other units in the company

Build RPA-Supported Infrastructure

Development, testing & production is needed

RPA Journey and Approach

Proof of Concept

Aim is to prove that an RPA solution works within the organization


RPA operating team will then be assembled and trained.

Automation Development

Decide which processes you should automate and begin building the automation scenarios and/or cases. Testing is a very important part of this stage


Your robots are now available to executive processes in a working (production) environment. You can set up several ways to activate the right robot to perform the right automation task according to your business needs.

Scale Up

Extend RPA to additional processes to support other units throughout your organization. Easily add new processes, expand existing processes, and reuse developed components for additional processes as needed.

Phase 0: Pre-Engagement

RPA Awareness

  • Educate client on RPA technology/benefits/use cases
  • Share demos
  • Determine how RPA will apply and benefit the client
  • Identify and mitigate risks
  • Advise client on RPA vendors
  • Advise client on PoC process selection
  • Develop proposal for PoC/Pilot/Operating Model

Phase 1: Successful Pilot

Proof of Concept

  • Engage business, IT, Security stakeholders
  • Install platform
  • Select 2 – 3 processes based on selection criteria
  • Document and redesign processes
  • Automate processes
  • Share automation
  • Create and socialize automation video

Pilot (Production)

  • Define initial RPA strategy
  • Engage business, IT, Security stakeholders
  • Address compliance, SOX
  • Design architecture and set up infrastructure
  • Install platform
  • Select 2 – 3 processes
  • Document & redesign processes as needed
  • Create Design Document
  • Automate Processes
  • Perform Testing
  • Set up baseline
  • Go Live (Production)
  • Evaluate impact
  • Provide hyper-care
  • Support change management if needed

Phase 2: Rollout Preparation

RPA Opportunity Assessment

  • Refine RPA strategy
  • Conduct end-to-end process evaluation/scan
  • Select key process areas
  • Conduct interviews with process stakeholders
  • Collect key data
  • Conduct detailed process assessment
  • Develop business case
  • Develop high level roadmap
  • Conduct detailed vendor analysis and selection if needed

Automation Operating Model Design

  • Review existing automation operating model
  • Define future automation operating model (e.g. Operating Model centralized, decentralized, federated)
  • Design automation operating model (e.g. demand process, governance, delivery model, KPIs, workforce management, change management, QA, RPA & enabling technologies infrastructure)
  • Provide support with communication launch if needed
  • Support hiring
  • Establish COE

Phase 3: Rollout

Automation Operating Model Implementation

  • Implement governance and compliance
  • Build infrastructure and address security
  • Train COE resources
  • Manage RPA process pipeline
  • Automate processes based on prioritization
  • Track and manage metrics and KPIs
  • Manage virtual and human workforce
  • Update COE processes
  • Document lessons learned and case studies

Sustainability & Continuous Improvement

  • Monitor for performance, virtual workforce & issue mgmt.
  • Support for issue and technical support
  • Scale down program to BAU
  • Continue to track and realize benefits
  • Continue to work with stakeholders to identify incremental automation opportunities
  • Offer RPA-as-a-Service or Bot Farm
  • Continue to review and improve delivery capabilities and COE