RPA Toolkit

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Lead and manage large and complex Innovation and Transformation engagements in understanding current business challenges, perform fit Gap Analysis, and develop solutions using various improvement levers as best practices, benchmarks, RPA automation, Intelligent automation, analytics etc.

More Uses of the RPA Toolkit:

  • Develop: function as integrator between Business Needs and technology solutions, helping to create technology solutions to meet clients Business Needs.

  • Initiate: partner with internal marketing teams to measure and analyze marketing campaigns and demand waterfall and establish a regular reporting cadence with Marketing And Sales counteRPArts.

  • Methodize: client partnerships partner with organization and client counteRPArts to develop the annual marketing strategy and plan, while effectively leading the evolution of brand strategy.

  • Facilitate collaboration with technical counteRPArts to ensure seamless integration of technical and functional teams to deliver Big Data for your organization.

  • Be accountable for maintaining close alignment with your counteRPArts across the Services team to promote team culture and serve as the Voice of the customer.

  • Ensure your group provides the full range of staffing, recruitment, position classification, position management, compensation, and Workforce Planning services.

  • Establish that your strategy complies; robotics Process Automation the RPA center of excellence (CoE) work enterprise wide with teams to identify processes that qualify for an RPA bot.

  • Ensure your operation builds deep and trusting relationships with counteRPArts at partner companies in order to promote collaboration, support visioning of growth areas and facilitate negotiations.

  • Confirm your organization delivers tech products that disrupt the market and builds your organization of the Future by leveraging AI, IoT, and other cutting edge technology in driving towards increased digitization.

  • Ensure a consistent level of program knowledge by continuously striving to suRPAss current understanding with Regulatory mandates and Reputational Risk.

  • Evaluate: Program Managers forecast work, ensure it is strategically aligned with marketing goals, mitigate issues and collaborate with cross functional counteRPArts.

  • Consult with users, clients, and other technology groups on issues, and recommend programming solutions, install, and support customer exposure systems.

  • Develop onboarding playbook to quickly and easily enable new licensees for selling on owned marketplace sites, partnering closely with brand and tech counteRPArts to communicate and execute upon the strategy and requirements for sales success.

  • Supervise: work closely with development counteRPArts on requirements, issue identification and resolution, Problem Solving and planning related to production issues and software releases.

  • Develop and implement documentation of manufacturing work instructions, process flow diagrams, and PFMEA alongside a Quality Engineering And Production counteRPArt.

  • Establish that your enterprise creates an ongoing communication channel with the Medical Records Supervisor to share information regarding fluctuations in daily workload and environment challenges.

  • Manage work with sales, Product Marketing, Product Development and other counteRPArts to facilitate training Content Development and delivery.

  • Lead activities related to Requirements Elicitation, validation of architecture, creation and review of design, provide pseudo code to the team and assign tasks to team for implementation.

  • Head: CyberSecurity Architecture or CyberSecurity Engineering or It Security engineering or security analyzing or Splunk certified CyberSecurity Engineering or RPA expert or risk based alert expertise.

  • Drive: partner with brand marketing counteRPArts to craft the strategic vision for a project, season, or annual effort, and be able to distill that further to a sharp creative strategy that is inspiring and measurable.

  • Arrange that your project defines the phase deliverables, tracks milestones and incurred expenses versus planned expenses, schedules roles and resources, evaluates risks and recommends contingency plans.

  • Be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.

  • Have exposure to wide variety of technology problems and solutions and use that to drive the adoption of best practices around coding, design, quality, and performance in the team.

  • Manage work with Digital Marketing counteRPArt to evaluate and recommend an upgraded Marketing Automation System to enable more robust, end to end targeting, tracking and greater engagement.

  • Be accountable for collaborating with it, sales, and marketing counteRPArts, you navigate enterprise Data Architecture and integrated technology platforms designing solutions to translate strategy decisions into real impactful deployment.

  • Combine Data Analysis and client feedback to create optimization strategies and provide solutions for complex campaigns to meet client objectives.

  • Contribute to industry best perspectives on the implications of Market Trends as data and Digital Transformation, emerging technology, macro economic trends, regulatory demands.

  • Deliver results that achieve or suRPAss projects targets based on ROI, Customer Satisfaction, or employee satisfaction improvement objectives.

  • Drive category margin improvements through design, product positioning and vendor negotiations in partnership with Sourcing counteRPArts.


Save time, empower your teams and effectively upgrade your processes with access to this practical RPA Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any RPA 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 RPA specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RPA 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which RPA improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you know who is a friend or a foe?

  2. How can you better manage risk?

  3. What are your operating costs?

  4. Are you measuring, monitoring and predicting RPA activities to optimize operations and profitability, and enhancing outcomes?

  5. What would have to be true for the option on the table to be the best possible choice?

  6. How widespread is its use?

  7. How do you identify subcontractor relationships?

  8. Who manages supplier Risk Management in your organization?

  9. Is maximizing RPA protection the same as minimizing RPA loss?

  10. Will a RPA production readiness review be required?

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 RPA book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your RPA 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 RPA Self-Assessment and Scorecard you will develop a clear picture of which RPA 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 RPA 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 RPA projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all RPA project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the RPA project team have enough people to execute the RPA project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed RPA project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 RPA Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RPA 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 RPA 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 RPA 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 RPA project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose RPA 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 RPA 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 RPA investments work better.

This RPA 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.