• November 30, 2023

Companies considering RPA installations as part of a digital transformation will not simply take a leap of faith on such a huge potential investment–nor should they. Running a proof of concept within your environment as a test of its effectiveness might be even more important for RPA than other technology because there will be so many more unknowns.

For a company making its first foray into RPA (or automation in general), questions about an RPA tool’s ease of use, on what processes it will be most effective, its performance and accuracy or a provider’s approach to best practices around documentation, configuration management, security, etc. can possibly be answered by engaging in a proof of concept (PoC).

Lay the Proper Foundation

But, designing a PoC that answers the questions your company needs answered to move on to a full-blown RPA project (to say nothing of choosing the provider you want to conduct the PoC with) requires some homework going in. To ensure a PoC truly reflects how RPA will work in your business environment, executive leadership must have clear answers to several questions. Why do you want to implement RPA? What do you want a PoC to demonstrate? Do you need to engage a consultant? Have you identified the right process? What resources do you need for the PoC and for any subsequent scaling? RPA can have significant returns if implemented properly. Having clear goals beforehand can result in a PoC that accurately reflects the benefits of RPA.

Humble Beginnings

Perhaps the most critical aspect of getting a proof of concept right for your business is identifying the right test case. Know the process you want to start with intimately: volume, complexity, maturity, documentation, risk, level of variation, availability of structured data, systems involved can help you qualify a process that is right for RPA. Simple processes with high transactional volume and good available measurements are optimal places to start.

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