Though technically the starting point, this step is crucial for shaping the RPA development journey. Every collaboration begins with a conversation— and the RPA process kicks off during the initial call between your company and the automation provider.

During this call, you'll talk to a business advisor or RPA consultant who will ask about your company, your business challenges, and existing processes. The aim here is to get a clear understanding of your needs and vision for automation.

You will also be asked whether you have a specific process you wish to automate or if you're interested in a broader RPA implementation across your organization, in which case, the consultant will help you identify suitable processes for automation.

Depending on your response, you may be invited to a process discovery workshop or asked to review the process you're considering for automation, ensuring it’s ready for implementation.

What’s required from you?

A key decision-maker (preferably from upper management) should participate in a 30-60 minute discovery call.

What’s the outcome of this step?

The RPA team will gather the necessary information and gain a solid understanding of your automation needs.

This step often marks the beginning of our collaboration, where we start adding value by thoroughly analyzing your existing processes.

If you’re unsure about which processes to automate, our RPA consultants and business process experts will engage with your team to identify all active workflows. The objective is to uncover bottlenecks, inefficiencies, and to gain a clear understanding of your actions, tools, and stakeholders involved.

In addition, we'll conduct a detailed review of the legal implications of automation, ensuring compliance with applicable regulations such as HIPAA for the medical billing industry in the U.S.

Following the discovery, a thorough audit of your processes will be carried out to evaluate their automation potential, focusing on expected ROI and overall business value.

We also provide an in-depth look at key RPA metrics that help us assess the automation potential and calculate your return on investment.

Once this analysis is complete, our Technical Architect, in collaboration with the Process Architect, will draft a Process Definition Document (PDD) outlining each process and step in detail.

This step provides valuable insight into how your company operates daily, offering a fresh perspective on your business.

What do we need from you at this stage?

Appoint a single point of contact for communication.

Select participants for the process discovery workshops

(typically management, operations, and technical leads).

What’s the outcome of this step?

A detailed map of your processes and a tailored automation roadmap.

Based on your business requirements and the projected ROI of each potential automation, you and your RPA development partner will collaborate to identify the most important process to automate first.

The RPA development journey begins with automating a key process as a Proof of Concept (PoC).

Other processes should be placed in the backlog for future automation once the PoC is successfully validated.

What is required from you at this stage?

Your participation in selecting the process to automate.

What is the result of this step?

A detailed plan for the first automation PoC

A backlog of processes for future automation

Once your processes are mapped and ready for automation, your RPA team will recommend the most suitable automation technology for your needs. While there are numerous tools available, the top three in the market today are UiPath, Blue Prism, and Automation Anywhere.

After choosing the appropriate automation tool, the team will proceed with selecting the necessary licenses and configuring the RPA environment.

What’s required from you at this stage?

Approval of the selected technology.

Purchase of licenses, if needed.

Outcome of this step:

Technology selected.

Licenses purchased.

RPA environment configured.

Once the chosen RPA platform is set up, it's time to dive into bot development! At this stage, your dedicated RPA developers will create bots based on the Process Definition Document.

The complexity of the automation may require additional coding, depending on the task. In some cases, reusable plugins or pre-built bots can expedite the process.

Every project is unique, so the approach will vary!

What do we need from you?

A single point of contact for any process-related inquiries and IT support (if required).

What’s the outcome?

A fully developed RPA bot, ready for testing.

Once the bot is developed and thoroughly tested, it's deployed to the production environment—marking the completion of your first RPA implementation.

From this point on, your team will collaborate with the bot, and the process will run automatically!

What’s required from the client at this stage?

Nothing. Just sit back and enjoy the results!

Outcome of this step:

Process Automation.

Once the initial bot is deployed and the Proof of Concept (PoC) is validated, it's time to move on to automating additional processes.

The development team will revisit the backlog and prioritize the next processes for automation, based on the potential ROI.

This process can continue until all eligible tasks are automated.

What is required from the client at this stage?

Assisting in the selection of the next processes to automate

Assigning a single point of contact for ongoing questions and IT support

What is the result of this step?

Expanded automation of processes