We have completed hundreds of RPA and Intelligent Automation projects for global clients. Over the course of our work, we have collected invaluable experience that allows us to approach our work with ever increasing speed and agility. This experience and the collective wisdom of our consultants and technical staff allows us to deliver ‘Accelerated Automation’ benefits to our clients.
Here we share some of these experiences and lessons. We hope these insights will help you plan and execute your automation projects without being blind-sighted by some unexpected problems and pitfalls.
We’ll be constantly adding new lessons so follow us for updates and watch this space!
Expert Talk #14There is no alternative to a proper assessment before you begin dev work. Plan for reusable objects and activities. Identify human interventions required. Set-up Excel correctly for regions.
Expert Talk #13Make sure you upload the code to the central repository at the end of the day. Every day.
Expert Talk #12Identify the key stakeholders right up-front and engage them. These include the Business SPOC, Business Sponsor, Business Head and the relevant application owners. You don't want to hit unexpected roadblocks on their account.
Expert Talk #11Build the business case on more than just the tangible, short term benefits like cost savings. Don't forget there is always a case for the other medium and long terms benefits such as improving SLAs, TAT and Customer Experience as well!
Expert Talk #10Here's an important point - establish that the production applications are a mirror of development/quality environments. You can do this by spying on the production applications and comparing them with the development/quality enviroment.
Expert Talk #9The Solution provided should be technology agnostic unless the client has already purchased the licence for any tool.
Expert Talk #8Want a smooth, successful UAT? Make sure you have understood and factored the negative scenarios before you start development.
Expert Talk #7Do you know all the client process implementation rules for coding and review, reuse components and so on? If not, ensure you are aware of these before you start.
Expert Talk #6To avoid issues later, always capture all Keystrokes as required by business in the PDD (Process Definition Document) before the development phase.
Expert Talk #5Make sure to identify up-front, all and any planned changes in the current underlying systems. You don't need your RPA solution becoming obsolete as soon as the change is implemented!
Expert Talk #4Want a smooth UAT and Release in Agile? Make sure to identify all the correlated user stories and take them up in one sprint!
Expert Talk #3Why get stuck with just one technology?
While designing a solution, don't forget that you have a mix of technologies available to you - Class 1 (Macro, VBA), Class 2 (RPA), and Class 3 (OCR, IPA, AI and ML) depending on what you're trying to achieve.
Expert Talk #2The last thing you need during the UAT phase is unexpected delays due to dramatic variances in running and validating use cases.
We would advise that you analyse and plan the UAT use cases and the UAT phase in advance in painstaking detail to minimize the drama!
Expert Talk #1The logic sequence of the manual process may not be the same for the automated process.
Analyse the impact of changes from the manual to automated process beforehand to avoid unpleasant surprises.