Prepare Develop the application Visualize the process Optimize the process Monitor the process

Monitor improvement
Prepare the program Prepare the analysis Extract data Transform data Load data Discover the process Analyze the process Present findings Monitor process health
outcomes

Define analysis goals Check improvement

Set-up infrastructure Load the data Clean the data Customize the application Review project brief Curate list of insights Prioritize actions Monitor KPIs and SLAs
and success criteria outcomes
Perform confirmatory analysis Perform exploratory analysis
Infrastructure Engineer / Project Manager, Process Owner, Process Expert,
Data Engineer Data Engineer Application developer Process Analyst Process Analyst Task Owner
System Admin Process Owner Project Manager Process Owner

Define roles Define actions for UiPath

Configure users Configure users Enhance the data Display the data Create a process overview Formulate hypothesis Discover opportunities Create business case Identify owners for actions
and responsiblities Action Center (optional)

Infrastructure Engineer / Infrastructure Engineer / Process Owner, Process Expert,

Project Manager Data Engineer Application developer Process Analyst Process Analyst Process Analyst Process Analyst
System Admin System Admin Project Manager Process Owner

Define program goals Gather process Define program goals Provide application access Create actions in UiPath
Add business value Gather confirmatory insights Gather exploratory insights Present business case Get funding
and success criteria documentation and success criteria to end-users Action Center (optional)

Executive, Executive,
Project Manager Data Engineer Application developer Process Analyst Process Analyst Process Analyst Process Owner, Executive RPA Developer
Project Manager Project Manager

Select and prioritize Define process tags, Select and prioritize Request application changes Request application changes Complete actions in UiPath
Validate application Implement actions
processes SLAs, happy path processes (optional) (optional) Action Center (optional)

Executive, Process Executive, Process Application developer, Process

Process Owner Process Analyst Process Analyst Action owners Process User
Owner, Process Analyst Owner, Process Analyst Owner, Process Analyst

Get data sample and

Perform Root-cause analysis
confirm data readiness

Project Manager, Data

Process Analyst
Source Expert, Data Engineer

Create communication plan

Project Manager