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Last updated on 2024年6月28日

How do you test and troubleshoot process automation solutions before and after deployment?

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Process automation is the use of technology to automate repetitive, rule-based tasks and workflows, such as data entry, invoicing, or customer service. It can improve efficiency, accuracy, and customer satisfaction, but it also requires careful testing and troubleshooting before and after deployment to ensure it works as intended and meets the business objectives. In this article, you will learn how to test and troubleshoot process automation solutions in six steps.

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Nima Zafarpoor

QA & QC Expert* IRCA Certified Lead auditor*Project Management*Project Portfolio Management*QA Engineering*Quality…
Brian Vinson

Passionate Problem Solver | Lean Six Sigma Black Belt | Technology & Business Management Expert
Elisangela Oliveira

Analista de Processos | Gest?o de Incidentes | Gest?o de Servi?os | Analista de Negócios

1 Define the scope and criteria

The first step is to define the scope and criteria of the process automation solution, such as what tasks and processes it will automate, what inputs and outputs it will use, what exceptions and errors it will handle, and what performance and quality indicators it will measure. This will help you set clear expectations and goals for the testing and troubleshooting process, as well as identify the stakeholders and users involved.

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Nima Zafarpoor

QA & QC Expert* IRCA Certified Lead auditor*Project Management*Project Portfolio Management*QA Engineering*Quality Auditing*Administrative Management Expet*QA Manager at Yaks* Trainer*
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Before deployment, thoroughly test process automation solutions in simulated environments to identify and resolve issues. Conduct comprehensive unit and integration tests to ensure seamless operation. After deployment, monitor system performance closely, utilizing real-time data analytics and troubleshooting protocols to address any emerging issues promptly. ???????

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Elisangela Oliveira

Analista de Processos | Gest?o de Incidentes | Gest?o de Servi?os | Analista de Negócios
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A automa??o de processos é uma estratégia poderosa para otimizar fluxos de trabalho e aumentar a eficiência, segue algumas práticas: análise prévia, testes graduais, treinamento da equipe, monitoramento contínuo, simula??o.

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Brian Vinson

Passionate Problem Solver | Lean Six Sigma Black Belt | Technology & Business Management Expert
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A3 methodology, derived from Toyota, can be incredibly helpful when defining your scope and improvement criteria. It includes: Background (current state), Current Conditions (data on the issue), Goal (desired outcome), Analysis (root cause investigation), Countermeasures (specific actions), Implementation Plan (steps and timeline), and Follow-up (monitoring). This structured, collaborative approach fosters efficient, data-driven problem resolution in Lean and continuous improvement initiatives.

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Sergio S.

Consultor en Transformación de Procesos | Controller de Gestión | Consejero Independiente
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Para definir el alcance y los criterios se debería de ver en primer lugar el nivel de madurez en gestión de procesos de la organización. Saber si se está hablando el mismo idioma y si requiere de Gestión de Procesos o de Gestión por Procesos. Si tienen procesos modelados o no y en caso de tenerlos si están en notación estándar BPM o no. Entendiendo esto ahora sí definir el alcance, criterios y objetivos del proyecto de automatización a afrontar.

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Oliver Schultz

Count on me - I'm banker ?? | Consultant & Process Management Expert & Project Manager & Project Leader @?????????????? ??
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Zuerst ist der aktuelle Prozess detailliert aufzunehmen und pro Aktivit?t bzw. Prozessschritt der Soll-Zustand, also das zu erwartende Ergebnis, zu definieren. Im n?chsten Schritt ist zu prüfen, ob die einzelne Aktivit?t bzw. der einzelne Prozessschritt mittels Automatisierung das gewünscht Ergebnis liefern kann. Ist dies der Fall, kann pro Aktivit?t bzw. pro Prozessschritt eine Automatisierung erfolgen. Je nach Prozess k?nnen es wenige Aktivit?ten oder Prozessschritte sein oder es l?sst sich im Idealfall der gesamte Prozess automatisieren.

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2 Design the test cases and scenarios

The second step is to design the test cases and scenarios that will cover the different aspects and functionalities of the process automation solution. A test case is a set of steps and conditions that verify a specific requirement or outcome, while a test scenario is a collection of test cases that simulate a real-world situation or user journey. You should design test cases and scenarios that cover both positive and negative scenarios, such as valid and invalid inputs, expected and unexpected outputs, normal and abnormal flows, and success and failure cases.

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Brian Vinson

Passionate Problem Solver | Lean Six Sigma Black Belt | Technology & Business Management Expert
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Incorporating your subject matter experts is important when defining your tests cases - just be aware that there are more SMEs than you may originally think. This is where a SIPOC diagram can be helpful. When you identify your Suppliers and their Inputs to the Process as well as the Outputs and Customers of the process (the SIPOC) you begin to see the scope of SMEs that you may need for varying levels of testing you want to do.

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Sergio S.

Consultor en Transformación de Procesos | Controller de Gestión | Consejero Independiente
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Para dise?ar los casos de prueba y escenarios yo recomendaría previamente tener modelados los procesos, ya sea partiendo de los As-Is o del modelos lógico (dependiendo de la metodología) en un BPMS o iBPMS, para poder ejecutarlos y analizarlos. Casi todas las herramientas del mercado tienen un ambiente sandbox para llevar a efecto esta ejecución y análisis, lo que nos va a permitir modelar diferentes versiones con base en datos estadísticos y ya sí llevar a efecto los what if's necesarios para un análisis de escenarios óptimo.

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Oliver Schultz

Count on me - I'm banker ?? | Consultant & Process Management Expert & Project Manager & Project Leader @?????????????? ??
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H?ufige Fehler sind ist zu wenige und unrealistische Testf?lle und Szenarien. Es werden wenige Tests durchgeführt und dabei wird immer vom Idealfall ausgegangen. Notwendig sind viele verschiedene Testf?lle und Szenarien. Wenn es bspw. das Ziel ist, mit der Prozessautomatisierung mindestens 80% alle Prozesse bearbeiten zu k?nnen, dann müssen die Testf?lle und Szenarien auch diese 80% abdecken. Um zu wissen, was die 100% sind, muss vorher eine detaillierte Ist-Aufnahme des aktuellen Prozesses durchgeführt werden. Nur so herrscht Klarheit darüber, welche Prozesse oder besser welche Prozessvariationen es gibt und welche mittels Prozessautomatisierung bearbeitet werden sollen.

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Luis Alves

Inspetor de Qualidade | Projetos | Processos | Produtos | Pessoas
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Identificar Casos de Uso: Analise os requisitos e identifique os principais casos de uso que a solu??o de automa??o deve suportar. Isso ajuda a garantir uma cobertura completa dos testes. Criar Casos de Teste: Com base nos casos de uso identificados, projete casos de teste específicos para validar cada funcionalidade da solu??o de automa??o. Isso inclui cenários normais, cenários alternativos e casos extremos. Considerar Dados de Teste: Prepare conjuntos de dados de teste realistas que representem diferentes situa??es que a solu??o de automa??o pode encontrar na prática. Isso ajuda a garantir que a solu??o funcione corretamente em diferentes cenários.

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3 Execute the test cases and scenarios

The third step is to execute the test cases and scenarios using the appropriate tools and methods. Depending on the type and complexity of the process automation solution, you may use manual or automated testing, or a combination of both. Manual testing involves performing the test steps by yourself or with the help of testers or users, while automated testing involves using software or scripts to run the test steps without human intervention. You should execute the test cases and scenarios in a controlled and isolated environment, such as a test server or a sandbox, to avoid interfering with the production system or data.

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Sergio S.

Consultor en Transformación de Procesos | Controller de Gestión | Consejero Independiente
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Como dije en el punto 2, con los diferentes what if's generados y la ejecución del análisis de escenarios, ver qué nos aporta más valor (reducción de tiempos, movimientos...) para probar y forzar (llevar a estrés dicho proceso), en sandbox claro está (ambiente de pruebas) para posteriormente de probado poder llevar a productivo.

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4 Record and analyze the test results

The fourth step is to record and analyze the test results, such as the pass or fail status, the output or outcome, the time or duration, and the errors or issues encountered. You should use a consistent and organized format to document the test results, such as a spreadsheet, a report, or a dashboard. You should also use a systematic and logical approach to analyze the test results, such as comparing them with the expected results, identifying the root causes of the errors or issues, and prioritizing the severity and impact of the problems.

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Sergio S.

Consultor en Transformación de Procesos | Controller de Gestión | Consejero Independiente
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Si se utilizan herramientas BPMS o iBPMS para la gestión y automatización de los procesos, es raro encontrar alguna que no tenga de tableros analíticos o en su defecto que no te permita conectarla con algún BI para analizar los resultados. Aquí es cuestión de ver que herramienta es la más adecuada para nuestros objetivos.

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Oliver Schultz

Count on me - I'm banker ?? | Consultant & Process Management Expert & Project Manager & Project Leader @?????????????? ??
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Die Dokumentation der Szenarien und der Testf?lle selbst, sowie der Prozesse, welche mittels der Prozessautomatisierung bearbeitet worden sind, ist besonders wichtig. So kann im Nachgang jederzeit offengelegt werden, was und welchem Umfang mit welchem Ergebnis getestet worden ist. Je nach Unternehmen und der für das Unternehmen verbindlichen gesetzlichen Regelungen ist eine zwingend notwendige Anforderung.

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5 Fix and retest the process automation solution

The fifth step is to fix and retest the process automation solution based on the test results and analysis. You should work with the developers, engineers, or vendors who created or implemented the process automation solution to resolve the errors or issues, such as modifying the code, configuration, or logic of the solution. You should also retest the solution after fixing it to verify that it works correctly and meets the criteria. You may need to repeat this step until all the errors or issues are fixed and all the test cases and scenarios are passed.

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Sergio S.

Consultor en Transformación de Procesos | Controller de Gestión | Consejero Independiente
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Hoy en día hay muchísimas herramientas BPMS o iBPMS low code, no code. Incluso varias también con Ai integrada dentro la solución (ChatGPT) que te permite generar scripts sin conocimientos técnicos informáticos. Lo que permite modelar y dise?ar procesos desde el enfoque de negocio y no técnico.

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6 Monitor and evaluate the process automation solution

The sixth and final step is to monitor and evaluate the process automation solution after deploying it to the production system or environment. You should use tools and metrics to track and measure the performance and quality of the solution, such as the throughput, accuracy, reliability, availability, and customer satisfaction. You should also use feedback and reviews from the users and stakeholders to assess the usability and value of the solution, such as the ease of use, convenience, efficiency, and satisfaction. You should monitor and evaluate the solution regularly and continuously, and make adjustments or improvements as needed.

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Christian AGUE _GRCP_GRCA_IAAP_IPMP_IDPP

Spécialiste Contr?le interne | Ton Merlin du Contr?le interne
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Monitoring and evaluating a process automation solution requires the definition of performance metrics, the implementation of real-time monitoring systems, regular data collection and analysis, and the involvement of end-users to gather their feedback. Identifying relevant KPIs such as process execution time, error reduction and ROI is crucial to assessing the effectiveness of the solution. In addition, periodic audits must be carried out to guarantee compliance with standards and regulations, and to ensure that the solution remains aligned with the company's objectives.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How do you test and troubleshoot process automation solutions before and after deployment?

1

2

3

4

5

6

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1 Define the scope and criteria

2 Design the test cases and scenarios

3 Execute the test cases and scenarios

4 Record and analyze the test results

5 Fix and retest the process automation solution

6 Monitor and evaluate the process automation solution

7 Here’s what else to consider

Process Management

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