BLOG: Robotic Process Automation Process Selection 101
August 15, 2018

BLOG: Robotic Process Automation Process Selection 101


Organizations continuously strive to achieve greater efficiencies and more streamlined operations as a matter of course, particularly with Shared Services.  Robotic Process Automation (RPA) is the latest value driver to promise a quantum advance for Shared Services.  It introduces greater speed, efficiency, standardization and accuracy and is well suited to automate repetitive, high volume, rules-based tasks.

I was recently invited to conduct a Process Selection Workshop at the USA RPA & Cognitive Congress 2018 organized by Kisaco Research.  It is exciting to hear case studies from companies, large and small, as they discuss where they are going with RPA in 2018.   The conference certainly provided an excellent open platform for leading service delivery and automation professionals to discuss the benefits and opportunities of RPA technology, and the real-world challenges they’re facing in implementation.

What I have observed at the event is that the trend in RPA is moving from ‘how to get started’ to ‘how to scale RPA for enterprise value’.  RPA users are encouraged to think about transformation, not just projects, and to start with strategy and vision for their digital journeys.  RPA is being implemented in a broad range of industries, and it can be a game changer if it forms part of a broader transformation strategy, where all four success factors –  people/organization, process, client and technology – are taken into consideration. If your organization is constrained by repetitive manual processes, siloed business units and legacy systems, implementing RPA could enable you to unleash significant efficiency.

Here is the workshop outline:


  • How to assess opportunities for automation across the business, and identify low-hanging fruit.
  • How to identify what you ‘should’ automate, rather than what you ‘can’.
  • Assessing whether to hit the ground running with an imperfect solution, or wait and go with a more robust solution.
  • Choosing a process for a PoC/Pilot. Identifying the quick and easy wins.
  • Deciding between ‘attended’ and ‘unattended’ RPA for your processes.
  • Determining whether to draft external help or build your own internal capability form scratch


If you wish to learn more in-depth for your process selection, download the workshop presentation deck – Robotic Process Automation Process Selection 101 .

>> Learn more about Chazey’s Robotic Process Automation solution.