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5 easy steps that will help you guide for your first RPA implementation

five-steps-rpa1. What is and what is not RPA

The RPA technology helps organizations to work in a more efficient way because it allows deliver manual-repetitive tasks to your digital bots to perform those tasks. However these bots don't learn, think or work by themselves, but humans keep being the brains for the entire operation. The real value here is that your digital force will be in charge of the manual-repetitive tasks while your employees will have more time for strategic-complex and business value activities.

2. Identify opportunities for RPA automation

Keep in mind that the best process for automation are those which involves manual, repetitive and low value tasks. For example: data introduction or extraction, reports generation, data filling, data transfer from one system to other (CRM, ERP, excel files, email, etc).

3. Choose the first cases and define success kpi's

Once you have your process wish list for automation it is time to reduce your selection for the one and only first process case for automation. Write your list taking into account important information as the time you will save (how many hours is taking your team to perform that process), tasks frecuency, complexity and choose the project that will bring more value for your organization.

4. Measure results and analyze your learnings

With your success criteria and kpi's should be easier to measure your trial project results. Analyze how the process performed and what was good and what do you need to improve. In addition compare implementation and bot renting costs with time and labor costs savings, and if there were improving in the process perform and how much did humans need to work on the process.

5. Apply to the next case of use and repeat the process

If you liked what you see and what your RPA can do aand solve, and if you are satisfied with the results of the trial project outcome is time to expand your experience. Reaad again your initial wish list and try RPA in other areas of your organization. Your path toward RPA should keep going, there are always processes that could be simplified trough RPA.

Please tell us what questions do you have or if there is something that worries you about your digital transformation.