Robotic Process Automation (RPA) promises to save time and money by automating routine manual and repetitive tasks. However, many application leaders struggle to identify and prioritize the right vendors. As a result, many RPA projects fail, leading to extended project timelines and increased total cost of ownership in the long run. Several key factors need to be considered before starting with Robotic Process Automation (RPA). Features such as enterprise search and application integration within RPA software can help streamline business processes, making it crucial to determine which functionalities best suit your team. The best way to understand the technology is to try it out firsthand. Research RPA software providers and their products before requesting a demo or trial version. To begin, follow these steps:

Get Familiar with RPA Vendors

The RPA market is constantly evolving, with new companies and solutions emerging regularly. While some vendors are well-established with strong references and a large installed base, others are still in the early stages. Organisations selecting an RPA provider or software solution must ensure that the vendor is viable, that the product has been implemented in similar companies or industries, and that there is a clear roadmap for future features and improvements. To make an informed choice, thoroughly researching the vendor landscape is essential.

Find the Right Software for Your Needs

Many RPA vendors offer demo or trial versions of their software, providing an excellent opportunity to test the product in practice. Additionally, most providers offer online documentation and training resources to help new users get started. If a trial program is available, download it. Many businesses prefer to begin their RPA journey by experimenting with different tools. This approach allows potential users to familiarise themselves with the products, understand their differences, and explore how they can automate specific tasks. By experimenting with the software, companies gain valuable insights into the vendor and the broader market.

Implement RPA in Your Organization

Making the right decision and optimising resources for a successful RPA program requires more than just testing. For businesses serious about integrating RPA, starting with a process audit is recommended. This step initiates a discussion on how RPA can be effectively deployed within the organisation. Once a company is familiar with the technology, it should conduct one of two process audits:

• Comprehensive Process Assessment: This involves an in-depth analysis of business processes, expert interviews, and direct observation of current activities. On average, this process takes about a week per business unit.
• Rapid Assessment: A workshop-based approach that typically takes a day or less. It begins with discussing which processes best suit RPA, followed by breakout sessions with subject matter experts. These sessions help gain a deeper understanding of individual processes through targeted questions.

By following these steps, organisations can make informed decisions about RPA implementation and maximise the benefits of automation.