Strategy & Prerequisites

Robotic Process Automation popularly known as RPA have been experiencing phenomenal growth in the recent years, and has turned out to be a pre-requisite for improvising performance of businesses. A recent study by Grand View Research, Inc has stated that RPA market size is expected to reach
USD 3.97 billion by 2025.

Businesses today are gearing to implement RPA in its process, however RPA deployment in an organization requires a time-tested and robust methodology.

Today RPA is delivering value in many business processes, here are a few to be named.

❖ Data Entry Processes
❖ Reports Management
❖ Customer and Technical Support
❖ Software Testing
❖ Financial Processes
❖ HR Processes

ROI of RPA diminishes if not implemented properly, hence a standard approach is required to operationalize the implementation methodology.

Organization getting ready to implement RPA in business processes, should move forward with a stage-wise execution approach. Depending upon the business requirements the approach should align to agile methodology, that can cater to all aspects of Discovery, Analysis, Design, Implementation and Support, which are crucial to RPA deployment.

Here are the systematic steps for RPA Implementation:

1. Gather:

Organizations initially need to identify the important processes to get automated. at least 3 groups of Subject Matter Experts need to collaborate at this stage.

a) Domain Experts — For understanding the gravity of the industry

b) Process Experts — As they know in & outs of the process in terms of improvisation

c) Operational Experts — For delivering the actual RPA processes.

It’s only with complete details, end process can be shaped better, and can be more beneficial in terms of ROI.


❖ To capture and discover the customer journey (not just the process)
❖ Create an inventory of all processes to enable a knowledge bank in one-go/collate existing knowledge.
❖ Create an inventory of all processes to enable a knowledge bank in one-go/collate existing knowledge.

2. Analyze:

This stage involves a core team of analysts to detail the information collated in the Gather stage. This team strikes off the steps that do not add any value to the business processes through Lean and Six Sigma initiatives.

A high-level project plan is prepared, after the following questions are answered for going with RPA

❖ How RPA suits your organization?
❖ Impact on the business?
❖ Other Organizations success stories with RPA implementation.
❖ Business and Technical adaptability among users
❖ Expected results with RPA implementation like ROI, savings on resources, increase in output, efficiency, effectiveness, increased customer satisfaction, etc,



To create the keystroke level To-Be maps, business case, and detailed project plan with clearly called-out responsibilities.

In this stage the core team (from stage two) will try to map the As-Is process flow to design the efficient To-Be workflow, that can bring out the maximum automation value with minimum human effort.


i) A detailed Level 6 keystroke level map is created, for identifying the exact steps that can be automated,

ii) Gap Analysis is performed for identifying leakages (if any) in the process flows and benchmark against best-in-class industry standards.

 A detailed project plan (with mutually agreed timelines between client-vendor) is documented and floated by the project manager in this stage, for assigning responsibilities as per the RACI matrix.

4. Execute:

In this stage an expanded team is formed with Developers, Technical Architects, Testers, apart from the Process consultants, Domain SMEs and Operational SMEs. At this stage the team can chose Agile, DevOps or a mix of both methodologies for deployment.

In order to accelerate software delivery and increase collaboration amongst development, assurance, and operations teams, organizations are also choosing hybrid methodologies

As per the agreed project plan, core team divides the implementation plan into Sprints and execute them.

Every sprint will include development until a logical point, and show and tell sessions for complex processes and incremental releases for testing. The resulting sprint fixes the bugs identified during testing.
A strong testing methodology by testing team, employs a parallel run methodology before bots go live, ensures 100% quality check, and the same will be handed over to operations team for utilization.

5. Improvise:


A team of support staff and process consultants will be employed in this stage for utilizing the actionable insights generated from the plethora of information/data collected from the earlier four stages. The generated info is used for monitoring and assess the actual utilization of bots in the automated processes, and can also help with the exception/fallout scenarios.

The info can also be used in creation of operational reports and dashboards for management review, and provide predictive insights for processes that can be made smarter eventually. A stronger support mechanism and structure is required for organizations to support the change management process, and stay in line with the much bigger goals of automation strategy.

❖ Create a strong support team with clear levels/priorities/ escalation matrix
❖ Creation of operational dashboards and actionable insights for process enhancement.

Prerequisites for RPA Implementation:

The first step in installing a bot is setting up the infrastructure. For UiPath here are the Hardware and Software requirements .

Hardware Requirements:
Software Requirements:

MDxBlocks, along with UiPath are helping industries to transform their manual processes into automation, which can reduce the human efforts and increases efficiency.

Looking for more information about Automation? Do Visit our website at http://mdxblocks.com/automation  for further details and reach us at (+1) 832-906-7001 or e-mail us on info@mdxblocks.com