1. Start Defining an RPA strategy from Organizational Strategy.
Building an RPA strategy is in line with the organizational strategy, it needs to be embedded as part of the organizational strategy as the RPA strategy is one of the aspects that ensure the overall strategic objectives are met. Organizations can start defining the RPA strategy with several following steps:
Step 1: Review Business Objective
Step 2: Match Business Objective with RPA Benefits
Step 3: Identify Use Cases
Step 4: Build Business Case
After defining an RPA strategy, the organization will recognize the strong vision and what to achieve in terms of automation.
2. Assess RPA Capability.
Once the organization have identified the number of use cases that believe to improve or contribute to the organizational objectives and business benefit, the next step would be assessing the RPA capability. By assessing the RPA capability, it helps the organization to find out the gap between where the organization envisions to be and where there currently are. These are the elements that use to assess the RPA capability:
- Automation knowledge
- Technical skills
- Workflow design
- Partner selection
- Process design
- Security impact
- Privacy impact
The maturity model below represents best practice thinking on how best to gauge the evolution of RPA programs and the types of indicators and milestones needed to convey progress in improving and growing RPA capabilities.
Figure 2: RPA Maturity Model
3. Start Building Capability through Use Cases.
The use cases are basically described as a new learning project. The knowledge gained during one of the previous use cases can be used to implement in the new cases. The figure below shows the complete cycle of how you can build your capability through use cases.
Figure 3: Cycle of how you can build your capability through use cases
Moving throughout increasing the organizational capabilities and maturity levels, it is basically running this cycle over and over again. It increases organizational capabilities by gaining new knowledge from every project and cycle over time.
4. Keep Refining the Business Case.
The initial business case can be made very simple as we can look into existing business processes in an organization and calculate the exact financial value. However, as more robots are implemented in the RPA journey, the business case becomes more complex which requires organizations to keep refining the business case. Different additional aspects would need to be included in the business case to create a more comprehensive RPA program:
- Security and privacy processes
- Monitoring and reporting
- Disaster recovery
- Knowledge retention