For your robotic process automation (RPA) program to be successful, you need to follow a general framework and governance model. This book covers, in detail, what they should look like and how to adapt them to your organization.
Introducing Robotic Process Automation to Your Organization
is structured to enable you, a novice to RPA, to successfully implement an RPA program at your company. RPA is rapidly growing in use, but is only starting to be taught at a university level. Many mid-level managers will be tasked with introducing an RPA program at their organizations as senior management learns of its efficacy, but will be unfamiliar with how to do so. This book provides you with the skills and information you need to make an informed decision.
For decades, there has been much discussion about the fast pace of technology, the rapidly changing technology environment, and the need for companies to be on the cutting edge to remain competitive or even relevant. In this ever-changing environment, there is a need to know what can be done in terms of current processes, here and now, that will increase efficiency, benefit customers, and improve profitability. One option is RPA.
This book includes information to assist you in getting the required buy-in and identifying the first few processes for automation. A structure for identifying opportunities on an ongoing basis is detailed, along with concepts that must be considered for solution design and deployment. Throughout the book there are several "pause and consider" statements to help you think about how principles pertain to your organization. Additionally, there are tips included that offer short, concrete suggestions on how to help implement the particular step being discussed.
What You Will Learn
Who This Book is For
- Know the benefits of robotic process automation (RPA)
- Understand the limitations of RPA
- Ask the right questions to determine whether a process is a good candidate for automation
- Obtain buy-in from skeptics at the senior and middle manager levels, and from line workers
- Be familiar with the structure required for success
Middle managers who have either identified the need for robotic process automation (RPA) in their organization or have been directed by senior management to explore the possibility of introducing RPA to their organization; managers at all levels who hear about RPA, either through conferences, professional associations, or industry publications, and want to know more; students of business and technology who wish to broaden their understanding of important current trends.
Chapter 1. Initial Preparation
Chapter Goal: To inform the reader of different ways RPA is brought into an organization, and how to get buy-in depending on the method of introduction.
- Need for RPA
- Senior Management Decision
- Mid-Level Management Idea
- A Technology Leader Recognizes the Importance of RPA
Chapter 2. Operating Model - Governance, Sponsorship and Framework
Chapter Goal: To educate the reader on the overall structure required for an effective RPA program.
- Governance: this section will assist the reader in knowing how best to structure governance within the context of his/her organization.
- Sponsorship: the roles that generally provide sponsorship, and their attendant duties, are described.
- Framework: a basic overview of the structure is discussed, with information on how to apply it within different types of organizations.
Chapter 3. Opportunity Identification
Chapter Goal: To ensure that the reader has a clear idea of the kinds of processes that might be suitable for automation.
- Discussion with department managers.
Chapter 4. Opportunity Assessment
Chapter Goal: To enable the reader to fully and efficiently make an assessment on whether or not a process proposed for automation is a suitable candidate.
- Basic request form
- Mapping the process.
- Determining suitability (it is pointless to automate an inefficient process)
- Meeting with governance group
Chapter 5. Solution Design
Chapter Goal: To ensure that the reader knows how best to build a solution that will effectively automate the process.
- Understanding risks
- Understanding upstream and downstream changes required, and their potential impacts.
Chapter 6. Solution Deployment, Maintenance and Retirement
Chapter Goal: To explain how to actually deploy the solution.
- Warranty period
- Phase out when the process is no longer required (if this is an eventuality)
Chapter 7. Organizational Structure
Chapter Goal: RPA in your organization
- Maximizing usage
- Hub and Spoke
Chapter 8. Product Development Methodologies
Chapter Goal: To explain how RPA is compatible with various development methodologies
Chapter 9. Designing for Future
Chapter Goal: Looking ahead within your organization
- Designing processes digitally
- Full stack automation
- Simulation testing
Chapter 10. Summary
Chapter Goal: To concisely state the vital points of RPA
- Wrapping it all together
- High points (must haves) for successful RPA
Chapter Goal: To provide tools for the RPA manager.
o Request form
o Business case
o Risk assessment
o Map/flowchart (Visio)
o Map/flowchart documentation (Word)