RPA Checklist: What You Need for a Successful RPA Implementation

RPA Checklist: What You Need for a Successful RPA Implementation
5 min read
30 October 2023

Robotic Process Automation is a familiar buzzword in the business world. Still, its continuous advancement is fuelling the interest of businesses across the globe for more advanced and precise outcomes. The value addition offered by RPA is nothing short of a boon for businesses to automate their rule-based, voluminous, and mundane tasks with intelligent bots so that the human workforce can bring forth their contribution to strategic decision-making. Different companies are adopting various off-the-shelf RPA tools and deriving services from RPA vendors, but there are specific prerequisites for making the RPA implementation highly successful.  In the blog, we are delving into the RPA deployment checklist critical for every business planning to reap the benefits of RPA implementation.



Checklist: Crucial Aspects of a Successful RPA Implementation

As RPA implementation requires adequate time, skills, and monetary resources, it is crucial to check on the critical success factors forming the essential components of the RPA deployment best practices.

So, let’s take a look at the critical components of the RPA checklist below and understand its relevance in making RPA implementation a success.

  1. Assessment of Existing Processes: It is essential to chalk out a clear plan of action that dictates the number of processes in the current business process that can be automated. It is recommended that not all processes should be automated in the first instance as, initially, smaller projects for simple processes must be catered to, and gradually moving towards more complex processes makes sense. Before selecting the process for RPA, three things must be checked- first, is it aligned with the business objectives; second, is it a highly voluminous, rule-based, and repetitive process; third, the degree of risks associated with the process like regulatory compliance, customer experience, and degree of automation needed for the process. After having answers to all these questions, it is time to move ahead with the automation of the given process.
  2. Selection of RPA Vendor: Once the process to be automated is identified, the next step is to determine the RPA vendor selection process. It is not recommended to select a vendor that the business competitors are using or unquestioningly trust the existing technology partner without assessing their capabilities. Each business requirement is unique and requires a different approach to RPA adoption. Therefore, understanding business goals and processes and aligning the RPA vendor with current business requirements is needed. Moreover, the RPA vendor’s selection process must be done with understanding of their capabilities, projects covered, successful customer testimonials, and expertise in the latest technologies and platforms. Moreover, depending on the business requirements, one or more vendors can be brought to the table, focusing on their capabilities and business goals.
  3. Selecting the Right RPA Implementation Approach: Once processes and RPA vendors are selected, the next step is to choose the right RPA implementation approach. It includes the central team that drives the automation process, or individual business functions will handle it independently. The guiding principles are defined for running the automation plan with the boarding of a technical partner who oversees the whole project at the macro or micro level. Finally, the accountability and metrics are set up for comprehensive monitoring of the RPA project.
  4. Effective RPA Governance: Once the entire system has been set up, there is a need to have an effective governance of RPA bots. The process includes monitoring RPA bots, ensuring the accuracy of tasks done by RPA bots, ensuring process changes are reflected in the RPA workflows, and ensuring that RPA-led workflows are secure and reliable. In addition, setting up an internal RPA committee will help businesses to ensure successful implementation.

Conclusion


To conclude, it is important to understand that RPA implementation can bring numerous benefits when it is done accurately and strategically in alignment with the business requirements. Businesses often struggle with the lack of proper implementation and having the right partner that supports expert professional RPA-managed services right from the time to assess the existing systems, RPA strategy, business goals, RPA tools selection, and appropriate implementation leading to desired outcomes. Therefore, having the right steps in the beginning is crucial to ensure that complex RPA implementations can yield benefits that align with the business goals.

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Amit Pandey 2
Joined: 5 months ago
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