The Roadmap to Implement Robotic Process Automation Solutions in Your Business

BY: Patty Nicholson
MAY 3, 2023

In recent years, Robotic Process Automation (RPA) has emerged as a powerful tool for businesses looking to streamline their processes and increase productivity.

RPA refers to the use of software programs, or “robots,” to automate high-volume, repetitive, and mundane business processes. By automating such processes, businesses can save time, increase accuracy, and reduce costs.

However, implementing RPA is not a simple process, and requires careful planning and execution. In this blog post, we’ll guide you through the roadmap to implement RPA solutions in your business. By following this roadmap, you can design and implement an RPA solution that meets your business requirements and delivers tangible benefits.

Step 1: Identify Your Business Process

To successfully implement an RPA solution, the first step is to identify the business process that you want to automate.

Identifying the process that you want to automate requires analyzing your current operations and mapping out the various steps that are involved. Try to focus on processes that require significant human effort, are repetitive and rule-based, or involve handling large amounts of structured data. This could include tasks such as data entry, invoice processing, employee onboarding, customer support, and more.

Once you have identified the process, it’s important to assess its suitability for automation. Ask yourself questions such as:

  • Is this process straightforward and structured?
  • Does the process involve a high number of repetitive steps?
  • What are the benefits of automating this process?
  • What are the potential risks or drawbacks?

It’s also important to involve your teams in this process. Talk with your employees who perform the task you are planning to automate and get their feedback on the feasibility and advantages of automating the task.

Step 2: Evaluate RPA Providers

Once you have identified the business process that you want to automate, the next step is to evaluate various providers that offer robotic process automation services. This is a critical step, as the right provider can make a significant difference in the success of your RPA implementation.

When evaluating top RPA companies, consider the following factors:

  • Expertise
    Look for providers with extensive experience in implementing RPA solutions in your industry or business domain.
  • Track Record
    Check the provider’s track record to evaluate their success rate in delivering RPA solutions.
  • Customer Reviews
    Read customer reviews and feedback to get a sense of how satisfied their clients are with their RPA solutions.
  • Scalability
    Ensure that the RPA provider has experience in building scalable solutions because your RPA solution should be able to handle future growth and modifications.
  • Pricing
    Consider the total cost of ownership carefully. Some RPA providers have higher initial costs but may offer long-term cost savings, while others may have lower initial costs but may charge extra for support and maintenance.
  • Robustness
    Look for providers that have built secure and robust RPA solutions with the ability to handle exceptions and errors and do not compromise on data security and privacy.
    Ultimately, selecting the right RPA provider for your business can be overwhelming, but it’s important to make an informed decision based on the criteria discussed above. A good RPA provider can help you design, implement, and maintain a successful RPA solution that delivers tangible benefits to your business.

Step 3: Build Your RPA Solution

After choosing an RPA provider, the next step is to build your RPA solution, which requires significant collaboration between your team and the RPA provider’s team. Here are the steps involved in building your RPA solution:

  • Design
    Determine the process flow and design your solution. This typically involves creating flowcharts, process maps, and other documentation that outlines how the RPA solution should work.
  • Development
    Develop the RPA solution itself. The RPA provider will use their expertise to create the required software system that will automate the selected process.
  • Testing
    A test run of the solution is necessary to test the initial version of the RPA solution, assess how it performs under different use cases, and identify any bugs or errors.
  • Deployment
    Once the testing is completed and the software is verified to be operating correctly, the RPA solution can be deployed. This involves integrating the RPA solution into your business processes, training your staff on using the new system, and ensuring all the required infrastructure and resources are in place.
    Successful RPA development relies on working in close collaboration with your RPA provider and building a comprehensive plan for all aspects of the automation process. The time invested in planning, development, and testing is worth it, as it will ensure a successful RPA implementation.

Step 4: Train Your Team

After your RPA solution is deployed, it’s essential to train your team on how to use it effectively, since the success of your RPA solution is dependent on how well your team can navigate and leverage it. Here are some steps you can take to train your team:

  • Define Training Objectives
  • Begin by defining the learning objectives for your staff. Determining what learners should be able to do differently with the RPA solution helps to guide and shape the training program.
  • Customize the Training Program
  • The RPA solution training program should be customized to fit the needs of your workers. This includes tailoring the training modules to the level of experience and pre-existing knowledge of the staff. Consider offering interactive and hands-on training sessions to ensure your team has practical experience with the RPA solution.
  • Offer Post-Training Support
  • After your RPA solution has been deployed and your team is trained, it’s important to provide post-training support. Your staff will inevitably have questions and concerns, especially when they start using the system. Continual support can address these issues and make them more comfortable using the RPA solution.
  • Training your team on the use of the RPA solution is an essential step toward success. By providing appropriate training, regular support, and planning, your team can benefit from the significant time-saving and cost-cutting capabilities of the RPA solution.

Step 5: Monitor and Optimize

Although RPA solutions are designed to be self-learning, it’s important to regularly monitor and optimize the system’s performance to ensure that it’s meeting your business goals. Monitoring can help identify potential issues, such as bottlenecks or errors, which can then be addressed to optimize the RPA system’s performance.

By monitoring and optimizing the RPA solution regularly, you can ensure its providing maximum value to your business. You should have a roadmap for future investment, including additional robot workers, process adjustments, and more extensive use cases—all focused on increasing efficiency and productivity across the organization.

Ready to Leverage RPA?

RPA is quickly becoming an essential technology for businesses looking to increase efficiency and productivity.

Implementing RPA starts with a careful assessment of your business process, choosing a provider, building your solution, training your team, and monitoring and optimizing your RPA system. With proper planning and execution, RPA can help businesses achieve significant improvements in accuracy, efficiency, and cost reduction.

At RD Global, we’re committed to helping businesses implement successful RPA solutions that meet their unique requirements. Our expertise, track record, and commitment to customer success make us the ideal partner for your RPA needs.

Here are some reasons why you should choose RD Global as your RPA provider:

  • 25+ years of industry experience in IT support and building successful RPA solutions for clients across different industries
  • Custom solutions optimized for all your business needs
  • Partnership with world-class RPA vendors
  • Comprehensive support from idea conception to implementation to deployment and beyond
  • Free proof of concepts that analyze potential benefits in productivity and cost savings
  • Affordable and cost-competitive RPA solutions—without sacrificing quality

Learn more about our RPA development services.

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Written by Patty Nicholson

"With an exceptional ability to execute and implement enterprise-wide, highly complex strategic initiatives building trust with teams and cross-functional partners, and over 20 years of demonstrated leadership skills, Patty Nicholson oversees all operations while maintaining a commitment to 5-star customer success. Most of her career has been working with insurance organizations on ways to automate manual processes to new digital platforms."

MAY 3, 2023
RD Global Empowers Insurance Companies to optimize total digital experience, unify data, and harmonize processes by developing high impact technology solutions infused with a 5-star customer experience.