Robotic Process Automation Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

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"I have familiarity with multiple Robotic Process Automation solutions. As a Robotic Process Automation Developer (RPA), I work in Corporate Information. I develop complex automation as a part of the automation program. As a Robotics Process Automation Developer my responsibilities include managing performance of key applications in the process that could limit the average, I work with key stakeholders to understand business process or IT process automation opportunities and am responsible for maintaining, evaluating and analyzing the automation processes."

Save time, empower your teams and effectively upgrade your processes with access to this practical Robotic Process Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Robotic Process Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Robotic Process Automation specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Robotic Process Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 923 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Robotic Process Automation improvements can be made.

Examples; 10 of the 923 standard requirements:

  1. Licensing issues; for example, if you have a license for software (e.g.., SAP) that is priced based on the number of users, how will the substitution of a software robot in place of humans be counted?

  2. With increasing political pressure on retaining jobs onshore, concurrent with the introduction of more accessible intelligent automation tools, is offshoring shared services still a viable strategy?

  3. Does IT do the development on the system, or replace it by keeping the same process and just letting the robot perform it, so releasing the already stated individuals to do more value-add work?

  4. Are your processes mission critical like regulatory compliance standards that require full visibility and traceability of every action and decision within a process such as: PCI, HIPAA and SOX?

  5. Have you assessed the potential savings on health care costs and the effect on the wellness and morale of your workforce by using robots to relieve tedious or potentially deleterious tasks?

  6. What manufacturing process which is currently of the pick and place type would most reduce manufacturing cost or increase production volume if it was transitioned into a continuous process?

  7. What cutting-edge technologies, processes, techniques, and engineering capabilities must you develop to enable your research agenda in the most productive, economical, and timely manner?

  8. Are you looking to automate light tasks in an agent-augmentation role or a wholesale automation of end-to-end business processes that free up the human operator for higher-value tasks?

  9. Do you have a segregated environment to enable controlled implementation and testing of changes without risk of unintended changes or business interruption to production environments?

  10. If existing applications themselves are subject to change, will the software robots continue to work, or will the rules and workflows break as the application user interfaces change?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Robotic Process Automation book in PDF containing 923 requirements, which criteria correspond to the criteria in...

Your Robotic Process Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Robotic Process Automation Self-Assessment and Scorecard you will develop a clear picture of which Robotic Process Automation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Robotic Process Automation Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Robotic Process Automation projects with the 62 implementation resources:

  • 62 step-by-step Robotic Process Automation Project Management Form Templates covering over 1500 Robotic Process Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Quality Management Plan: What are your key performance measures/indicators for tracking progress relative to your action plans?

  2. WBS Dictionary: Are the responsibilities and authorities of each of the above organizational elements or managers clearly defined?

  3. Probability and Impact Assessment: How would you assess the risk management process in the Robotic Process Automation project?

  4. Variance Analysis: Are the wbs and organizational levels for application of the Robotic Process Automation projected overhead costs identified?

  5. Stakeholder Analysis Matrix: What unique or lowest-cost resources does the Robotic Process Automation project have access to?

  6. Activity Resource Requirements: Are there unresolved issues that need to be addressed?

  7. Human Resource Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Robotic Process Automation project?

  8. Source Selection Criteria: Do you have designated specific forms or worksheets?

  9. Assumption and Constraint Log: Diagrams and tables are included to account for complex concepts and increase overall readability?

  10. Quality Audit: Does everyone know what they are supposed to be doing, how and why?

 
Step-by-step and complete Robotic Process Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Robotic Process Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Robotic Process Automation project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Robotic Process Automation project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Robotic Process Automation project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Robotic Process Automation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Robotic Process Automation project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Robotic Process Automation project with this in-depth Robotic Process Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Robotic Process Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Robotic Process Automation and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Robotic Process Automation investments work better.

This Robotic Process Automation All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thank you again for sharing your expertise with us.

    Posted by Ken W. on 6th Sep 2018

    Ken W. Publisher & VP, Sales and Marketing

  • 5
    This is awesome. Thank you very much.

    Posted by Dr. Martin K. on 6th Sep 2018

    Dr. Martin K. CEO

  • 5
    Great initiative and timing to release the requirements! And thanks a lot for sharing it with us!

    Posted by Pierre V. on 6th Sep 2018

    Pierre V. B2B Product & Content Marketing

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 5th Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    Thanks for this; a lot of work has gone into developing and producing this, I am looking forward to using it in the coming weeks.

    Posted by DR STEVEN.B. on 4th Sep 2018

    DR STEVEN.B. Head of Information Security & Assurance

  • 5
    I have read your book and it's a great work for my business. Thank you.

    Posted by Nguyen Hoang Vu on 3rd Sep 2018

    Nguyen Hoang Vu

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 3rd Sep 2018

    Caryn B. Vice President Production

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 6th Aug 2018

    HARRY M. Enterprise Architect

  • 5
    I look forward to becoming more familiar with the material and conducting the survey with my employer. So far it looks very comprehensive. Thank you.

    Posted by RON F. on 5th Aug 2018

    RON F. Director Analytics Governance