Successfully implementing IT projects with RPA tools – Part 1

Implementing IT projects always comes with a risk. On the provider side, the risk is that these IT projects do not focus and improve the customer’s wishes; whereas, the customer’s risk is choosing a service provider who does not deliver what was promised.

This is no difference in the environment of robotic process automation (RPA) tools.

In this blog post, I would like to explain how RPA can be used to implement an IT project to the satisfaction of both the customer and the service provider.

Familiarizing yourself with RPA

RPA is a software tool that powers the automation of various computer tasks or computer-based business processes. For instance, if you have ever spent a considerable amount of time at the computer to perform repetitive manual tasks or projects that require more work from your hands than from your brain, it may be time to consider using software to automate these highly manual and repetitive tasks.

This sounds ideal, right? Being able to automate your most time-consuming tasks with bots not only saves your organization time and resources, but it also enhances your organization’s efficiency so you can focus on the tasks that matter.

With easy-to-use and powerful tools Nintex RPA, the implementation of automation technology is streamlined as our software uses clicks, not code.

So how best to get started with no code to low code tools for automation? For business-relevant processes, a process sequence should be outlined first. Visually speaking, you can even do the planning out of your processes with yellow sticky notes on a wall to quickly get ahead.

Start your implementation projects on the right foot 

It is highly important for the specialist department to create meetings from the beginning of the automation journey with both the customer and service provider.

At this stage, the specialist department, i.e. the department that will later use the RPA to facilitate your working environment, must be on board with implementing new IT projects. Only the employees of the specialist department know 100% how the process to be automated should run. By having these meetings in place, both the service provider and the customer will be able to find the most efficient way to automate.

But don’t just take a team leader with you, take the employees in the field. These employees are filled with knowledge as they are the ones who know what happens if, for example, a portal does not load, the goods are not available, or if it simply makes no sense to automate something.

Of course, now some process managers will cry out and say statements like:

  • “no, must be automated too…”
  • “the employees have to adapt..”
  • “that’s how you lose profit for the company…”

This is not fundamentally wrong, but you do need to ensure, especially in the RPA environment, that the key players have been fully engaged and involved in the process.

With your process know-how and the expertise of the specialist department, consider how you can automate certain work steps in such a way that both the employees and the company benefit.

After all, the software used is only as good as the acceptance of the people who work with it.

If the software is not accepted in the specialist department, the service provider is forced to invest too much money to make improvements, and the company leaders have their backs against the wall. They will have to justify their actions, not only to the employees but also to the management.

In order to bring the commercial side of things into play, the service provider usually forfeits the opportunity to win further projects within the company.

Tips for implementing your IT projects

Hopefully, this blog post has helped inform you of successful ways to start implementing RPA software bots within your business processes.

Remember to:

  1. Document processes to automate from the beginning, no matter where and how.
  2. Engage and onboard department stakeholders and employees from the very first meeting where automation is discussed.
  3. Ensure “requirements specification” is approved and endorsed from both sides (customer and service provider) to ensure success with automation.

Stay tuned for a future blog where I will discuss how to avoid crucial errors during implementation – example: how to proactively intercept by if / then queries or error messages.

 

 

Interested in experiencing the ease and speed of Nintex RPA to automate work? Contact us today to request your free trial.

 

 

Sven Berling

Sven is a Senior Solution Engineer at Nintex based in Germany. He has experience in finding ways to use the Nintex Platform and the capabilities to streamline internal processes from both the customer and service provider point of view.

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