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Lesson 4 - Prepare RPA
Lesson 4 - Prepare RPA
Training
Prepare RPA
Prerequisite
• The senior management and the Business Unit leaders need to provide a process backlog, a high-level description of the processes at the
organizational level (using organizational charts), as well as the list of stakeholders to interview for each process
Aim
• Calculate and understand the automation complexity of the in-scope processes
• Calculate and understand the automation potential of in-scope processes
• Map the automation benefits (tangible & intangible benefits)
• Map the processes into automation quadrants in order to prioritize in-scope processes
Approach
Devise a strategy Understand and Calculate Calculate automation Map business Map the Prioritize processes
to prioritize lay out complexity level potential benefits processes into
processes complexity quadrants
factors
Business Analyst Training
Manual Digital
No Robotic Automation High Cost Automation
RPA Suitability
Manual Digital
• Defined as Low (<35%), Medium (35- • Yields a high-level Potential FTE • Derived as a matrix based on Process
65%) and High (>65%) Benefits and automation percentage Complexity and Potential Benefit (High
/ Medium / Low)
• Derived from 4 key parameters: • Derived from 4 key parameters:
• type of input method • percentage of rule-based steps • Establishes 4 categories:
• percentage of free text • type of input method • Quick Wins
• type and number of applications • free text requirement • Low Hanging Fruits
involved • process type • Must-Do Improvements
• number of screens involved • Long-Term Improvements
Business Analyst Training
Complexity Factors
Process Type • Inputs are NOT Standard - Inputs are considered as non-
• Manual & Repetitive - A process which is performed standard when the position of the content varies from one
by users and most of the process steps are the same input type to another
for all cases or transactions
Business Benefits
Cost savings – RPA ensures cost savings through Compliance – Ability to comply to regulatory
FTE reduction requirements
Productivity Gain – Increase in processed volumes within the Customer Satisfaction – Automation leading to customer
defined unit time, coupled with a decrease in turnaround time satisfaction (Example: contact center automation, resolving
and an improved AHT customer inquiries at a faster pace)
Business Agility – Enabling businesses to act at a faster Flexibility – If there is an unexpected spike in volume, robots
pace than before enable you to scale up or down as required
Long-Term
Medium Low
Improvement
Low Benefits Long-Term
High High Low
Improvement
Implementation Strategy
Pilot 1st Wave 2nd Wave 3rd Wave 4th Wave Closure
M1-M3 M4-M7 M7-M10 M10-M14 M12-M17 M16-M18
Close Quick
Choose use case from
Close Quick Wins, Low
critical Quick Wins or Close Must-Do
Activity Build showcase Close Quick Wins Wins and Low Hanging Fruits
important Low Hanging Improvements
Hanging Fruits and Must-Do
Fruits
Improvements
Prepare employee
experience showcase
Highlight risks and org.
"How did Robotic Create role-based
Activity change management
Process Automaton virtual worker libraries
impact
impact my work
experience?"
GENERAL
• Process Name
• Process location & region
• SME name
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