Process

• Process / Procedure correlation
• Process components
• Lifecycle (one process output can be input for other, updates in process)

Flowchart

• Process description as base
• Create process flowchart (as is, to be)
• Infrastructure environment (VM, server, physical machine)

Analyst Role

• The analyst role coverage
• Skillset and knowledge
• Common challenges & solutions

RPA stages

• Stages of RPA
• Analyst deliverables

Entire RPA route

• Automation suitability
• Prioritization
• Benefit calculation
• Implementation strategy
• Opportunity Estimation table

Documentation

• Gather materials (SOP, Process map, Organizational chart, user manual)
• Create materials cooperation
• Deep understanding techniques
• Validate As-is & create To-be handover

Process Documentation methods and tools

• Content of PDD, Testing preparation
• Create PDD from template
• Define & Track Test cases
• Assemble requirements collection

RPA implementation – Build stage

• Identify modification occurrence
• Analyse impact, risks, duration
• Implement changes

RPA implementation – Test stage

• UAT preparation and plan (prerequisites)
• Logging and reporting (tools – JIRA, Bugzilla, documentation…)
• Evaluation impact (manage availability, timeline)

RPA implementation – Anchor stage

• Training and knowledge transfer
• Support and updates
• User manual document (old & new process, reset & restart procedure, teams or systems involving automation..)
• Handover

Continuous improvement

• Performance assessment
• Managing changes