5 Steps of RPA Implementation strategy that drive results | Nsight, Inc. (2024)

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If you have already decided that RPA is the way forward for your organization, you need to learn to ensure that it delivers the benefits you expect. Most RPA implementations lack a process and strategy.

You cannot rush an RPA implementation. Depending on the complexity of your processes and operations, set a realistic and practical implementation plan so that the outcomes are predictable, and you automate in a phased manner.

RPA service providers often fail to identify processes in your organization that qualify for intelligent automation and the ones that are most suited for RPA. If the business process is too complex and needs human intervention, it can be better managed with intelligent automation. If the process gives the same outcome even in a changing environment, it qualifies for RPA. If the process needs decision-making that varies as per different situations, the process should not qualify for automation.

I intend to elaborate in this blog that there must be a right way to do a comprehensive and robust RPA implementation strategy. I will debrief five critical steps to defining a clear and output-driven RPA implementation strategy.

5 Steps of RPA Implementation strategy that drive results | Nsight, Inc. (1)

Here’s What You Will Learn in This Blog

  • Critical components of a holistic RPA implementation strategy
  • Five steps that make a successful RPA implementation strategy
  • Ways to assess RPA eligible processes
  • How to make a business case before starting an RPA journey
  • How to develop an Automation Operating Model (AOM)
  • Effective ways to find the right RPA partner
  • The importance of an RPA roadmap
  • Critical components of a holistic RPA implementation strategy

What is a Successful RPA Implementation Strategy?

RPA implementation strategy is the core of a successful automation journey. The strategy, however, is not a one-size-fits-all plan but has unique elements that depend on the business processes of the organization. Organizations scale their RPA program, manage, and maintain their processes, and account for a holistic change in their operations. Therefore, you must partner with a reliable RPA service provider to create a business-focused and value-based RPA implementation strategy.

1. Find assessment opportunities

RPA can deliver tangible results, starting with business process analysis or mining. As you begin the RPA implementation, you will first need to assess the process landscape to find processes that need manual interaction and are rule-based. For example, there are explicit and implicit processes in an enterprise. Explicit processes are easier to perform as they are well-documented and require minor human intervention. On the other hand, implicit processes are stuck in people’s heads (or maybe they are not a standard process) that must be listed before starting anything else in your RPA journey.

Also, remember that automation is not the same as intelligence. Processes that need perception or a plan to succeed do not qualify for automation. For example, you can automate your dishwasher, but that doesn’t make it intelligent.

I can’t stress more the importance of this phase and the need for you to partner with an experienced RPA service provider to plan the objectives, project roles, responsibilities, and the future.

The next critical aspect is getting the buy-in from the key stakeholders and a clear picture of the cost savings of each automated process.

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2. Build a business case

At this stage, enumerate the benefits of each process automation and define the desired outcomes from RPA implementation. You should also find an answer to finding ways of maximizing value from RPA implementation. For example, if automation will help your free up resources, how will you use them?

As you develop a business case for RPA implementation, it is recommended that you plan a pilot transition to prove the concept and experience the transformation. With a pilot, you can better understand the potential and limitations of automation.

3. Define an Automation Operating Model (AOM)

AOM is a structured plan to scale automation seamlessly and effectively. It encapsulates program management decisions like the roles and responsibilities, Governance structure, and infrastructure management.

When you decide on the AOM option, you must decide whether you need a strategic automation capability or an automated outcome. Based on this decision, you can select the most suitable sourcing options. You will need people to assess, manage, and prioritize processes and software bots for an internal capability.

For organizations seeking an automation tool to relieve a few mundane tasks, RPA must be executed by skilled and knowledgeable technology experts. Some organizations use the Automation Centre of Excellence of the RPA service provider to train and facilitate their internal teams.

There are three sourcing options. The first is when you directly buy an RPA license from a vendor and implement it on your own or the second option is when you buy the license from the vendor and engage with a services provider to automate. In the third option, you could complete outsourcing automation as a business-as-a-service.

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4. Find an automation partner

You need to evaluate the industry and domain experience, process knowledge, and expertise in automation tools before partnering with an RPA solution provider. Additionally, you can assess vendor demos and check their success stories to learn how they address different clients’ challenges.

Explore if the available pricing models of the RPA vendor match your business objectives. It is always better to share documented details with the vendors that you evaluate and compare based on price, size, experience, and RPA partnerships. Speak to our RPA CoE leaders to learn why Nsight is the right partner for your business needs

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5. Determine an automation roadmap

The automation roadmap must go beyond the initial implementation and cover the long-term automation plan. You must identify any obstacles (like poor data quality) that can impact the effectiveness of RPA implementation. Include training and change management as part of the roadmap. When you work with a reliable automation partner, they can help you define the roadmap, identify the known and the unforeseen challenges, and include remediation solutions to address the challenges.

How can you choose the Perfect RPA Implementation Partner?

Once you know your goals and have a strategy for the automation process, here are a few things you should go through before shortlisting an RPA implementation partner:

Reliability – Review completed projects to check if the implementation partner delivered as per the clients’ expectations, irrespective of the workload.

Expertise – An experienced RPA implementation partner must have extensive knowledge of automating front and back-office processes.

Scalability – Check if the RPA implementation partner can support scalability plans and increase or decrease the scope of the implementation as per your unique requirements.

Technology expertise – Evaluate the service provider’s knowledge and experience on different RPA platforms.

Reusability – Assess if the service provider offers reusable workflow modules for different automation needs.

Industry knowledge – We have a team of professionals with first-hand experience across multiple industries in various technologies.

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Conclusion

RPA is changing workplaces drastically. As today’s businesses gear up for emerging technologies, robot-led automation is an initial step toward a forward-looking transition. It would be best to work closely with a partner with the process and business knowledge and an in-depth understanding of technology integration and analytics.

Several organizations are considering large-scale RPA deployment, given its several benefits. As the robotic solutions are growing more intelligent and robust, consider working with an RPA partner who knows the elements of a comprehensive and unfailing RPA implementation plan.

Enable RPA benefits with a trusted partner like Nsight. Connect with us to start a discussion.

5 Steps of RPA Implementation strategy that drive results | Nsight, Inc. (5)

To start your automation journey, here are a few pointers from me:

  • You cannot rush and implement RPA without a concrete plan and strategy.
  • RPA implementation is not a one-for-all plan but consists of unique elements depending on your business requirements.
  • The five steps (covered in this guide) assist you in strategizing the implementation, development, and launch of RPA within your organization.
  • Automate your business, expand your digital footprint and be a part of the digital transformation.

About the Author

5 Steps of RPA Implementation strategy that drive results | Nsight, Inc. (6)

Sudhakar has over a decade of experience and expertise in helping clients across multiple industries to adopt emerging technologies. He is a certified specialist who combines his innovative mindset to enable enterprises to leverage cutting-edge technologies like Robotic Process Automation (RPA). Sudhakar is a Customer Experience (CX) professional with vast design thinking experience.

5 Steps of RPA Implementation strategy that drive results | Nsight, Inc. (2024)

FAQs

5 Steps of RPA Implementation strategy that drive results | Nsight, Inc.? ›

Le Clair suggested companies use his “rule of five” to determine where to use RPA in the enterprise. No more than five decisions. Le Clair said that RPA works well for simple applications that that operate in high volume. He defined simple to mean less than five decisions.

What are the five steps of RPA implementation? ›

A Step-by-Step Guide for Implementing RPA & Process Automation
  • Find processes to automate.
  • Get organization-wide buy-in.
  • Choose the right automation software.
  • Develop an implementation plan.
  • Test your solution.
  • Rollout and transform.

What is the rule of 5 in RPA? ›

Le Clair suggested companies use his “rule of five” to determine where to use RPA in the enterprise. No more than five decisions. Le Clair said that RPA works well for simple applications that that operate in high volume. He defined simple to mean less than five decisions.

Which are the correct steps of RPA implementations in Uipath? ›

How to Develop RPA Tool: RPA Implementation Process
  • List out Processes To Automate. Not all business processes are suitable for RPA. ...
  • Perform Feasibility Assessment. ...
  • Readjust. ...
  • Gather User Stories. ...
  • Start Development Process. ...
  • Test RPA Process. ...
  • Reconfirm and Deploy.

What are the steps in RPA development? ›

Each foundation has different steps that need to be performed for the RPA lifecycle phases to be successful:
  • 1 – Discovery Phase. ...
  • 2 – Design Phase. ...
  • 3 – Development Phase. ...
  • 4 – Testing Phase. ...
  • 5 – Deployment Phase.

Which are the steps of RPA implementation Quizlet? ›

  • A process, or a set of processes, is deemed to. be a good candidate for RPA.
  • A "process developer" creates the detailed set. of steps for the automation bot.
  • The bot becomes operational and uses. ...
  • The bot is centrally monitored for performance.
  • Performance improves and everybody is happy.

What is the RPA strategy plan? ›

An RPA strategic plan is the blueprint that delineates how an organization intends to deploy RPA to optimize processes and achieve specific objectives. It is not a one-size-fits-all approach but rather a tailored roadmap to automation success.

What is the rule of 5 for automation? ›

A procedure should not need more than five decisions, according to the rule of five for automation. If that's the case, things get complicated and call for tools like rules engines, BPM, or machine learning. Bots or scripts need to have these decisions programmed into them specifically.

What are the next steps of RPA? ›

5-Step Guide To Implement RPA Successfully in 2024
  • Identify the Process.
  • Managing the People.
  • Selecting the Vendor.
  • Implementing the Idea.
  • Measuring the Performance.
Mar 1, 2024

What is RPA sequence? ›

Sequences are the smallest type of project. They are suitable to linear processes as they enable you to go from one activity to another seamlessly, and act as a single block activity.

What is the RPA implementation cycle? ›

The RPA life cycle can be considered a standard approach to implementing and managing Robotic Process Automation solutions, consisting of five stages (usually): Discovery Phase, Solution Design Phase, Development Phase, User Acceptance Testing (or simply known as testing), and Deployment Phase.

What is RPA implementation methodology? ›

While each RPA process depends on the needs and maturity of your organization, implementation typically includes the following phases: Phase 1 – Assess for RPA Opportunities. Phase 2 – Select a Vendor. Phase 3 – Capture Process Steps, Pilot, and Implement. Phase 4 – Manage the RPA Lifecycle.

What is the first step in the RPA implementation process? ›

1. Find assessment opportunities. RPA can deliver tangible results, starting with business process analysis or mining. As you begin the RPA implementation, you will first need to assess the process landscape to find processes that need manual interaction and are rule-based.

What is the roadmap for RPA implementation? ›

An RPA roadmap should include how quickly the solution will be deployed, how quickly it will show ROI, and how often it should be assessed.

What is the planning process of RPA? ›

The RPA Lifecycle & Process – 10 Steps to Implementing Robotic Process Automation
  • #1. Establish your objectives. Example project. ...
  • #2. Identify the RPA process candidates. Example process.
  • #3. Run feasibility tests. Phase 1: Process assessment. ...
  • #4. Pick the right RPA solution. ...
  • #5. Design.
  • #6. Develop.
  • #7. Test.
  • #8. Measure.
Sep 1, 2023

What is RPA workflow? ›

What is robotic process automation (RPA)? RPA is an emerging tool and is often confused with and frequently used interchangeably with workflow automation. It differs in that it can automate entire workflows from beginning to end, without the need for human input, through a series of rules set by the business.

What are key best practices for RPA implementation? ›

RPA programming best practices
  • Begin with a high-level framework. ...
  • Break down processes into specific workflows. ...
  • Choose activities carefully. ...
  • Increase workflow readability. ...
  • Create configurable files. ...
  • Store reusable components. ...
  • Add logging into the workflow. ...
  • Build in error handling.

What are the processes of RPA? ›

RPA technology is changing how the world gets work done. Software robots—instead of people—do repetitive and lower-value work, like logging into applications and systems, moving files and folders, extracting, copying, and inserting data, filling in forms, and completing routine analyses and reports.

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