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Five tips for effective RPA Implementation

Five tips for effective RPA Implementation

Leveraging technologies like RPA can aid your organization in adopting a data-driven culture, which in turn, can help you make better decisions, increase efficiencies, and find new ways to succeed.


With that, here’s our five tips to help you better manage RPA with your organization for a more seamless digital transformation journey.

1. Set and Manage Expectations

It’s critical to temper expectations among leadership throughout RPA installation and approach the project with guarded optimism. The following are the most critical areas in which you must manage expectations:


  • Implementation time
  • Implementation cost
  • Cost savings
  • Benefits of analytics


Quick wins are possible with RPA, but propelling RPA to run at scale is a different animal. With that, it’s no surprise that many hiccups stem from poor expectations management


2. Narrow down specific objectives

RPA must have a clear goal in mind. Achievement milestones must be adequately managed, and key goals must be properly communicated and documented. It is critical to make certain that all stakeholders clearly understand the technical and business advantages. 


RPA is often propped up as a mechanism to bolster return on investment or reduce costs. However, RPA has a wide array of functional capabilities, such as improving customer service through the use of chatbots for example (Learn more about RPA use cases here).

3. Involve IT as early as possible

When it comes to selecting an RPA technology that suits your business goals, members of your IT team can be invaluable resources. Their knowledge will also come in handy if there are any unexpected problems or malfunctions.


Additionally, you have the added advantage of utilizing their expertise to train other employees, creating “citizen developers” that can use cloud software to implement RPA right in their business units, with little to no technical expertise.

4. Have a long term outlook

RPA implementation can be quite quick, and hence makes it easy to rush into. However, it’s important to keep in mind that you need to find a long-term answer while looking at different technologies.


It should be adaptable to future developments as well as flexible enough to allow you to grow. Understand your priorities and whether the technology you chose will be able to further accommodate automation in the future, possibly in other departments.

5. Start with mature processes

There are numerous high-volume, repetitive, and error-prone back-office processes. Data collection, customer due diligence, sales, validation, and employee onboarding are all good examples of this.


When identifying key candidates for RPA implementation, starting with conventional, rules-based, mature processes, especially those that will improve the customer experience, is a good first option.


You’ll improve your chances of success by laying a basis for enterprise-wide automation.

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