Robotic Process Automation (RPA)

Robotic Process Automation (RPA)

We are now entering the fourth Industrial revolution!  The rise of Intelligent Automation, including Robotic Process Automation, is a big part of this new wave and will have a profound impact on the way work gets done.  A hybrid workforce, made up of a mix of humans and bots, is inevitable.  People and businesses will need to embrace the new economy and learn new skills to take advantage of this opportunity and to stay competitive.

What is Intelligent Automation (IA)?

Intelligent Automation (IA) is an emerging set of new technologies that combines fundamental process redesign with advanced automation techniques utilizing robotic process automation, machine learning, natural language processing, and artificial intelligence.  It is a suite of business-process improvements and next-generation tools that assists the knowledge worker by removing repetitive, replicable, and routine tasks.  And it can radically improve customer journeys by simplifying interactions and speeding up processes.

What is Robotic Process Automation (RPA)?

RPA is a software solution, commonly referred to as “bots”, which mimic or automate tasks normally performed by humans interacting with data between systems.  In common definitions, RPA essentially comes down to removing human beings from operations that are repetitive evaluations requiring rules-based decision criteria.  Whereas automation addresses high volume repetitive tasks, RPA is the next step to include decision making under a controlled set of parameters.

RPA Service Offerings:

Chazey Partners is a proud RPA implementation partner. We work with clients on best practices in setting up their RPA and Center of Expertise (CoE).  Our team is certified in various Intelligent Automation products.

  • Process Suitability Assessment
  • PoC/ Pilot
  • CoE Design
  • Vendor Selection
  • Robot Development
  • RPA Training

Download the Chazey Partners RPA Booklet to learn more about Intelligent Automation and Robotic Process Automation.

Robotic Process Automation Assessment and Roadmap

Like with other transformations, business leaders should adopt a structured framework with clear, tangible benefits and correctly defined expectations before embarking on an RPA journey.  At Chazey Partners, our Robotic Process Automation solution offers you a clear, structured framework with which to launch and implement your RPA program.  It ensures the technology is integrated well within existing systems and business operations and empowers your business to be future-ready with dynamic adjustment of processes along your automation journey.

Our experienced RPA experts can help assess, design and build robots on multiple tools while training your team how to monitor, maintain and prioritize future bots. We have certified implementation with multiple leading software providers including the following sofware companies:

Relevent Reading on RPA & IA

Our Awards

Chazey Partners was listed by CIOReview magazine as one of the 20 most promising Robotic solution providers of 2018.

To request an RPA Demonstration, please contact us and we will gladly set one up.

End-to-End Robotic Process Automation Implementation

IA End-to-End Implementation

With all sound propositions, business leaders are advised to develop a structured framework as the building blocks with clear, tangible benefits and correctly defined expectations before embarking on RPA initiatives.  At Chazey Partners, our Robotic Process Automation Assessment and Roadmap offers our clients a clear, structured framework with which to launch a successful RPA journey and set expectations.  This ensures the technology is integrated well within the existing systems and business operations and empowers your business to be future-ready with dynamic adjustment of processes along your automation journey.


This End-to-End Automation Methodology leads you through assessing your readiness, building a business case, designing an operating model, selecting potential vendors, managing business change and developing an appropriate roadmap.  This same rigor is applied throughout the design, build and deployment phases to deliver tangible, lasting benefits and return on investment.

Services for End-to-End RPA Implementation:

RPA end-to-end framework

  • Identify automation opportunities
  • Implement Proofs of Concept (PoC)
  • Develop an automation business case
  • Finalize operating model
  • Select vendors and confirm solutions
  • Complete end-to-end roadmap

Robotic Process Automation Assessment

The goal of Process Review Mapping and Assessment, is to evaluate the extent of activities suitable for automation and document the end-to-end processes in sufficient detail to build an RPA pilot.  As part of this Robotic Process Automation Assessment, we consider what other transformation opportunities are available for eliminating, simplifying and standardizing before, in lieu of or in addition to automating.  We facilitate a stakeholder review to prioritize and select candidate processes and develop a Process Definition Document (PDD) to guide the robot development.  Lastly, we determine appropriate metrics and measures to assess performance, before and after automation.

Automation Process Suitability

Services for RPA Assesment:

  • Develop Robotic Process Automation Assessment Framework
  • Conduct a process suitability assessment of core processes
  • Identify both candidate processes for RPA as well as for other transformation
  • Facilitate a stakeholder review to prioritize and select candidate processes
  • Develop a Process Definition Document (PDD)
  • Determine appropriate metrics and measures

Relevant Readings

Robotic Process Automation Process Selection 101 

A comprehensive guidance to your RPA journey

Proof of Concept & Vendor SelectionIA Proof of Concept & Vendor Selection

Following the Assessment phase, we build and implement the pilot robot(s), delivering capabilities in successive iterations to facilitate testing, troubleshooting and change management activities.  We monitor, measure and report the outcomes and results of the POCs / pilots to ensure that the automation is achieving the expected benefits.  To complete the Proof of Concept, Chazey Partners helps our clients to evaluate suitable RPA software vendors and to consider available tools.  We factor in our client’s automation objectives, roadmap requirements and parameters for pricing, as well as their ability to do development and provide support/maintenance for different tools.  Chazey Partners typically presents three possible options and help our clients to compare these tools based on a set of assessment criteria, evaluate each RPA vendor and weight the assessment factors accordingly. The chosen solution will depend on the client’s overall automation objectives, expectations, timelines, matched with the available solution characteristics.

Services for Proof of Concept & Vendor Selection:

  • Build and implement pilot robot(s)
  • Monitor, measure and report outcomes and results of the POCs / pilots
  • Evaluate suitable RPA software vendors
  • Help choose the right software vendor

RPA Business Case & Automation RoadmapIA Business Case & Roadmap

RPA programs are characterized by rapid Return on Investment (ROI), especially after the initial launch, once stakeholder engagement and education begin to drive a robust pipeline of additional RPA projects.  It is essential to develop an RPA Business Case to define your RPA vision and objectives, quantify and estimate expected costs, savings, value, ROI and timelines.  We help you to establish a robust business case.  In addition, we plot the expected utilization and redeployment of resources and define the future expansion of RPA services.

The last piece of your RPA launch project is your Automation Roadmap.  It provides a blueprint for building and launching the Center of Expertise (CoE), recommends next processes to automate, details suggested foundational training and outlines ongoing change management and communication efforts.

Chazey Partners produces your Automation Roadmap and presents it to your project sponsors and interested executives with the Business Case.

Services for Business Case & Automation Roadmap

  • Develop a robust RPA business case
  • Define the future expansion of RPA services
  • Develop an Automation Roadmap

IA CoEBuilding An RPA Center of Expertise (CoE)

The RPA journey is best viewed strategically versus tactically.  Most companies establish a Center of Expertise (CoE) to oversee the RPA project pipeline, project prioritization, solution development, project delivery, training, standards, governance, business sponsorship, engagement and value realization.  At Chazey, we recommend building your own RPA and automation expertise internally.

We lead a series of meetings and workshops to discuss operating model options (centralized, federated, or hybrid) to help you understand the pros and cons of each, and finalize the RPA governance framework, as well as clarify future roles and responsibilities for automation teams, to evolve, leverage scale, increase business value and support the automation roadmap rollout over time.

Services for RPACenter of Expertise:

  • Develop a robust operating model
  • Establish a Center of Expertise (CoE)
  • Finalize the RPA governance framework

Relevant Reading

How to determine if & when your IA initiatives might be ready for a Center of Expertise

A deep dive into Center of Expertise for your RPA/IA programs

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