How to Create an Effective RPA Implementation Strategy

Robotic process automation implementation in your business might have a lot of advantages, but it ultimately depends on some crucial criteria. 

  • It necessitates the proper balancing of people, processes, and technology, all under the direction of an excellent automation plan.
  • Every part of your automation journey revolves around a solid automation plan. 
  • While building an automation program isn't "on-size-fits-all," there are some universal elements that businesses should look out for.


Make that you have the necessary capabilities in-house

RPA teams must have a thorough awareness of the processes that are best suited for automation as well as the capabilities required to create that automation. 

  • A lack of well-trained or appropriately skilled automation professionals can impact the effectiveness of an RPA deployment program and limit your ability to achieve your maximum ROI.
  • Do I have enough subject matter experts (SMEs), process owners, developers, engineers, data analysts, IT, risk, control, and infrastructure support staff?

Make that teams may collaborate cross-functionally

  • Setting up an enterprise-scale RPA strategy necessitates varied levels of authority and control across a wide range of jobs. 
  • It is critical to ensure that all key stakeholders have clearly defined roles, responsibilities, and opportunities to contribute to the automation project.

Make certain that you have effective governance systems in place


Establishing a strong RPA governance strategy is a critical component of your overall RPA implementation that should be addressed early in the strategy creation process.


  • Your bots are part of your workforce, and they, like humans, require direction. They are formed at a specific point in time, and changes in regulation, regulations, policy, or control can have a detrimental impact on the projected performance of the bots.
  • Unplanned downtime is one of the most significant barriers to RPA installation success.
  • At the organizational level, governance should influence the overall vision and standards for RPA. 
  • A best practice for a successful RPA program is to ensure that your risk and control team provides advice on what protocols your bots should follow when change occurs.


Do you want to know more about RPA Governance? 

Please read our article. The Only Governance Model for Scaling RPA is Shared Business and IT Ownership.

Make certain that you are automating the appropriate processes

Poor process selection accounts for nearly one-third of failed automation projects. 

  • To guarantee that you're automating the relevant processes, build a simple framework that matches the intent of RPA with the organization's strategic objectives. 
  • Your methodology should look at both the potential dangers and the predicted benefit driven by a particular function's automation.


RPA Success Strategies

The four phases of an RPA implementation plan are a wonderful starting point for developing a quality strategy, but there are also more factors to consider.

Internal Knowledge

While RPA suppliers will give necessary expertise and assistance, it is critical to build an internal resource with a thorough grasp of the processes that are most suited for automation/ Rather than jeopardizing an RPA implementation strategy owing to a shortage of automation professionals, concentrate on creating subject matter experts (SMEs), data analysts, and infrastructure support staff.

Advocates for RPA

The more backing you can get from key CEOs and company leaders, the more likely your RPA deployment approach will succeed. 

  • Sustained leadership support is not only desirable but also required. 
  • It is your responsibility to develop and communicate a clear and concise vision so that such individuals not only get enthusiastic about RPA but also motivate others in your business to do the same.

Essential Functions

  • Supporting a large-scale RPA project will require many participants, and their roles and responsibilities must be clearly defined. 
  • From SMEs and process analysts to IT support and business leaders, every critical stakeholder knows exactly what they need to do and has every opportunity to do it to the best of their ability.

Clear Communication

Because RPA is a relatively new technology, you should expect most coworkers to have a limited knowledge base. 

  • That means that each phase of the process must be explained clearly, simply, and purposefully.
  • Ensuring that team members understand all components of an implementation plan, particularly the most vulnerable areas, will help limit errors and, as a result, increase the likelihood of success.


Productive Government

RPA implementation strategy is complete without a quality RPA governance approach.

  • Bots are just as much a part of your workforce as human employees, and you need to consider how changes in regulations, rules, and policies might affect their performance.
  • Just as we set guidelines for team members to follow when unexpected changes occur, it is a great practice to minimize the impact of unplanned downtime for automated processes.