RPA to intelligent automation

How to Create a Successful RPA Project Funnel?

RPA solutions are gaining popularity amongst the masses within a shorter period. This technological innovation makes the business processes effortless and more accurate without any scope for irregularities. Robotics and automation are the key elements for boosting the company’s productivity for future-oriented output. 

Despite familiarizing themselves with the advantages of RPA, many businesses fail to implement it efficiently into the organization. As a consequence, there is underutilization of the RPA software solutions. That is why; it is essential to work practically on creating and integrating a successful RPA project funnel. 


Preliminary Steps


Directly jumping onto RPA software implementation might not yield effective results. One must start from the basics and analyze the following preliminary factors before implementing the RPA tool


Understanding the Existing Process through Process Mining 

It is necessary to understand the processes with the help of process mining digital software. These help firms analyze the logs to apprehend the real-life flow of the process. The companies offering task mining services augment the log data with video footage of employees’ actions. Not to mention, the vendors remove the NPPI (Non-Public Personal Information) automatically from the videos.

The mining solutions depict the present scenario of the processes and help recognize restricted access and wasteful steps. Besides, process mining delivers accurate and valuable insights regarding business operations. 


Processes Improvement and Simplification

Business processes keep evolving because of the market as well as regulatory variations and pressures. Generally, there is always room for improvement for most operations. Before implementing robotics and automation, one must simplify the processes by making them more user-friendly and understandable. Besides, minimize the efforts that are put in auditing and programming. Eventually, it will result in superior customer satisfaction without much hassle. 


Implementation of the RPA Software


Once the preliminary assessment is done, the next thing is to emphasize the crucial factors that lead to RPA tool implementation. The following are the aspects that one needs to consider intuitively:


Shortlisting the Partner/Vendor

There is an array of service providers, consultants, vendors, and partners aid in rolling out a variety of RPA tools and solutions. Nevertheless, using the Robotic Process Automation solutions for software deployment can be comparatively time-saver and inexpensive. Many cutting-edge companies utilize process mining and AI-driven machine learning solutions for effective implementation. Consider the business process requirements and select the partner suitably. 


Selecting the Process Mining Solutions

However, it is not compulsory to opt for a process or task mining solution before implementing the Robotic Process Automation. It assists the firms in prioritizing the automation prospects and provides an in-depth understanding of the processes. Besides, it also helps track the changes in the process after the implementation for successful solution deployment. 


Opting for the RPA Solution

Robotic Process Automation is quite dynamic and evolves as per the adaptive technology. There are various RPA software solutions, such as the no code feature and many more. That is why; one must spend more time on business processes requirements and the latest tech innovations that the solution offers. 


Facilitating RPA Deployment through AI/ML service providers

Undeniably, RPA tool efficiently automates rules-driven tasks. Yet, automating complex tasks such as extracting data from the documents is pretty much challenging. Many Robotic Process Automation vendors provide various solutions to facilitate complex functionalities. 


The downside is that these vendors might deliver only the standard solutions and not the specific ones. Thus it is better to opt for artificial intelligence or machine learning providers to address particular problems. 


Solution Streamlining and Development

During the initial stage, a map is prepared to identify which process segments require automation. The contribution of the specific field experts will be valuable while doing so. This step is more crucial for making the business processes well-documented and streamlined. After defining the role of RPA-driven bots in the process, the bots’ programming can be done with ease.


One has to strike a balance between swift deployment and more flexibility for intuitive solution development. The best way to align and progress the business process with technical crews is to follow a lean and well-established software development with quality assurance. 


Examining the Solution

Testing the solution plays a critical role in determining the effectiveness of the same. Likewise, there are different types of RPA-led solutions. For example, the users might experience inevitable bugs varying from one screen resolution to another. Hence, all the fundamental scenarios should be thoroughly evaluated before the trial/pilot. 


Testing the Pilot

For testing the pilot, set specific targets for the same such as accuracy or automation. The next step is to run the live trial. For this, the team leading the processes will review the bot output randomly. Afterward, assess the pilot output or results. Run an in-depth examination given exceptional cases and challenging inputs. Go for the pilot that delivers the targeted outcome. 


Time to Go Live

Design and interpret the governance of the fresh bot-led process, and keep the team in the loop while doing so. Set and streamline the maintenance mechanisms for keeping the bots functional and adaptive as per the dynamic process. Communicate the relevant and valuable information about the new process to the stakeholders. 


Keep a Backup Plan Handy

One must always keep a backup plan if the RPA-powered solution requires some modification after rolling out. Nevertheless, a fallback plan will not be needed all the time. It is better to stay equipped whenever there is a need for a fallback or backup plan. 


Analysis of the Results

The process or task mining tools can keep an eye on the bot’s performance and determine the automation level. Ultimately, it will help the user to check whether the project has achieved the desired goals or not. 


Maintenance of RPA Set-Up

The processes will require some modifications as per the regulatory rules and market conditions alterations. Put a team of experts in place to lead and look after the RPA-driven solution installation. Some firms set up CoEs (Centres of Excellence) or work in sync with the service providers. Alternatively, training can be given to the professional personnel to maintain the Robotic Process Automation installation alongside creating innovative automation. 



The steps mentioned above will aid in the practical and flawless implementation of the Robotic Automation Process. However, it is recommendable to utilize the process or task mining tools to assist the team in charge of the project to track the alterations in the process. Moreover, it will also help to identify if the RPA-led bots need any changes or maintenance.


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Lovy Jain

Lovy Jain

Lovy Jain is a seasoned technology writer with over 7 years of experience. She is a software engineer who regularly collaborates with various organizations globally to write on the latest issues and topics pertaining to software products, solutions and services.

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