The effectiveness of an RPA project does not depend only on the technology used, but above all on the methodology with which the activity is addressed.

Analyze the process, define the new workflow, implement and test the robot, perform a fine-tuning once the robot is operational and finally monitor its progress: these are all the phases that make up our methodology and which we follow step by step I step into every new RPA project.

In particular, the initial phase of analysis and mapping of the process is a fundamental point for us.

It allows us to precisely identify all the manual steps to be automated and the activities that must be carried out concurrently between robot and operator.

Imagine the robot as a new colleague who enters the company, his first days will be spent learning about all the procedures in detail, how to carry them out and collaborate with the team. In this phase, therefore, the main goal is to know the work thoroughly and how it can be done all together

The activities of the analysis phase consist of

  • We interview with the operators to know the process in detail

First, we talk to those who carry out the activity to learn about every single step and every trick of the trade. We must ensure that the robot acquires all the knowledge and rules that the people who perform the tasks daily have acquired over the years

  • We record the operator while performing the activities to be sure not to miss any steps

Often those who work on a repetitive process on a daily basis can perform steps without realizing it or without considering them so fundamental as to mention them during an interview. For this reason, we perform video recordings of the operator while he works.

  • We use tools to map all processes

Finally, we perform a final check using the process mining tool to verify that all the phases have been properly mapped and that no steps have been missed during interviews or recordings.

Case study RPA:
New Contract Activation

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