Making sure your organization will benefit from RPA

It is important to note that RPA is not for all but it is most beneficial to organizations with large workflow doing repetitive tasks like shared services and business process outsourcing.

In choosing your RPA solution, you have to understand your work process and tools.

Identify your automation targets and objectives:

Based on your organizational structure, consider the following guide questions:

• Which departments would benefit the most from automation?

• How much savings will we get?

• How open are the members of these departments to change?

01

Identify the process and tools involved in their work

Knowing the tools and processes of your organization is the key to choosing the right RPA solution. The unique processes and tools must be put to consideration so it may not hinder automation.

The key considerations include:

• What are the types of tools used? (e.g. Desktop App, Web-Based, Excel, Email, Citrix, Mainframe, etc.)

• What are the security restrictions of these tools?

• Will our IT security policy allow the use of RPA solution?

• What will be the credentials and access needed of the tool?

02

Identify your organizational capability

Undergoing an automation project requires that you have sufficient capability to successfully execute the project. This means that you should have the resources available in writing automation scripts. Alternatively, you may engage third party RPA consulting firms to help in setting up your team.

03

Identifying RPA solutions

A properly designed automation platform is not hard to maintain and can save your company from a lot of licensing cost. Talk to your IT if they can just roll-up their own scripts using their preferred programming language.

If ground-up scripting is not possible, you can evaluate your existing RPA solutions. It is important to know if the solution is compatible to your organization to properly assess its capabilities.

Some of the guide questions when selecting or evaluating your solution:

• Will it work with the existing tools our team is currently using?

• Does it support back-end processing, so employees can continue working while automation script is running?

• What are the skills needed to execute the project? What training will be provided?

• What will be the implementation and support structure like? Is there a local or on-site support team?

04

Learn More How RPA Works to Improve Productivity

Find out how RPA works

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