What is the process for documenting processes to be automated in RPA development?

1 Identify the processes

The first step is to identify the processes that are suitable for automation. You can use various criteria, such as frequency, complexity, variability, standardization, and data input, to evaluate the potential processes. You can also consult with the stakeholders, such as process owners, end-users, and subject matter experts, to understand their needs and expectations. You should prioritize the processes that have high value, low risk, and clear rules.

3 Design the automation

The third step is to design the automation solution for each process. You need to specify the logic, rules, and data sources for the RPA bots. You can use tools, such as pseudocode, wireframes, or mockups, to illustrate the user interface and functionality of the bots. You should also define the roles, responsibilities, and access rights of the human and bot workers. You should align the automation design with the business objectives and requirements.

4 Test the automation

The fourth step is to test the automation solution for each process. You need to verify that the RPA bots can perform the tasks correctly, efficiently, and reliably. You can use tools, such as test cases, test scripts, or test data, to simulate the real-world scenarios and conditions. You should also check the compatibility, security, and scalability of the bots. You should validate the automation results with the stakeholders and resolve any issues or errors.

5 Document the automation

The final step is to document the automation solution for each process. You need to create a comprehensive and clear documentation that describes the purpose, scope, functionality, and maintenance of the RPA bots. You can use tools, such as user manuals, technical manuals, or SOPs, to provide instructions and guidance for the users and developers of the bots. You should also document the performance metrics, such as time, cost, quality, and error rate, of the automated processes. This will help you monitor and improve the automation outcomes.

6 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?