Steps towards RPA Development: Create a Process Assessment Matrix
- 1. Create a Process Assessment Matrix
- 2. 2 RPA Tech Lead [email protected] RPA PM [email protected] Stefano Negro Enrico Bruno Hosts
- 3. 3 1. Introduction 2. Before the Documentation 3. Process Assessment Matrix 4. What to estimate 5. Examples 6. Q/A Agenda
- 5. 5 Before the Documentation âą Best Practice Agreement âą Coding standards âą Versioning (documentation and development) âą Development effort estimation
- 6. 6 What to automate âą Repetitive âą Structured âą Well Documented âą High Risk Why Automate âą Low Added value for User âą Cost/Benefits Ratio How Automate âą Opportunity Assessment âą Check technology constraints (eg. no test system available) Process Assessment
- 7. 7 Process Matrix Applications Documentation Metrics âą Availability âą Stability âą Security (eg. 2FA) âą Environments âą Workflow Approval âą Fixed logic âą Exception Handling âą Daily Rate âą Experience Rate âą Business Constraints
- 8. 8 For every PDF OCR Extract Barcode Shared Folder Step 1 - Get PDF The user put PDF files to elaborate in a specific folder. The robot is scheduled daily to retrieve every PDF and moves it in a specific âWorkloadâ folder Goods Mgmt Step 2 - Read PDF The Robot reads document with OCR. The ones recognised as valid are passed to a specific application that extract Barcode value. Split PDF Step 3 - SAP The Robot updates Goods status and values (date, material nr. Barcode) on SAP. Output Step 4 - Output PDFs are moved to âWorkedâ or âErrorâ folder, depending on outcome, and stores an Excel report. Process #1 - DDT Extraction
- 9. 9 Public Website Email Step 1 - Get Email The User sends an email with data regarding the case to analyze (Case Nr, Company, Date) Step 2 - Read Data The Robot uses public external company Website to retrieve all data regarding the case to update Step 3 - CRM The Robot Creates or updates the Case on the company CRM and print the PDF of the case Output Step 4 - Output A report is generated and send to the User email address, together with the PDF Process #2 - Update Case on CRM CRM