5 steps to get started with RPA to optimize results

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Published on Mar 07, 2021 by Toto De Brant

So you know what RPA is and what it can mean for you but how do you even start? A good process (and the one we use) looks as follows:

1. Identification phase
2. Design phase
3. Implementation phase
4. Introduction phase
5. Support

Each one of these steps is crucial for successful automation. Let’s go over what each of these phases mean.

1. Identification phase

First you need to identify what processes can be automated and what the impact of the automation is on your organization and employees. We usually start with listing repetitive tasks that are being done by employees in a list along with the frequency, time spent and importance of the task. Next we analyze the complexity of every task and estimate the implementation costs. Finally we sort the list based on maximum impact with minimum implementation cost.

2. Design phase

After we have identified which tasks will be automated, we carefully design the automations and a custom dashboard where you have an overview of all the information and KPI’s related to the automated tasks along with any other information that you deem useful. This phase is to make sure that everything is clear about what will be done and that you have the tools to verify the performance.

3. Implementation phase

We get to work and implement the first processes, this phase can take anywhere from a few days to a few months depending on the specific tasks and processes that will be automated. During the implementation we test the automations extensively in a safe environment.

4. Introduction phase

A crucial step is the introduction of the automation into your organization. Employees need to be informed and on-board with what is happening. During this phase the robots will be extensively monitored to make sure everything goes right.

5. Support phase

Just like you support your employees after they are oriented, we support our robots when they start working for you. Change is inevitable: user interfaces will change, your business processes might change and this means things will break. We will help you through all of this.

After the first successful introduction of automated tasks we will be able to keep automating additional tasks as long as you have them, the robots work 24/7 anyway.

We want to hear your thoughts, doubts and problems! Feel free to contact us for a no-obligation conversation.