8 Essential Best Practices for Implementing RPA Solutions



As much as businesses are convinced with the power of RPA solutions to automate their processes, implementation can often be overwhelming. It can especially be a wild goose chase for businesses that have been moving the traditional way.

This blog post is just the wisdom these organizations need. This time, we’re sharing 8 best practices for implementing robotic automation tools within your existing process.

1. Know What You Have

One big folly is to implement RPA without knowing the kind of processes you already have in place. There could be complex variations in your existing processes. To be able to implement automation well, you must know what you already have.

2. Take a View of the Challenges Involved
Robotic process automation implementation could end up a fiasco if you fail to acknowledge the challenges that are going to come your way. Challenges like lack of infrastructure, closed attitude of stakeholders and employees, lack of skilled employees, etc could be the biggest potential challenges. Acknowledge them and address them.

3. Take a Call on the Mix

Are you going for complete automation? Are you going to automate only a few processes? You need to take a call. While less than 20% of processes render themselves

Is the RPA implementation going to be complete automation of the process or is the objective only to automate it partially? While a small minority of processes (<20%) can be automated completely most processes can only be automated partially. Take a call on how you want to start.

4. Map It Out

Well, automation, as many may believe, is not a one-time thing. You must have a roadmap on how to start and keep progressing as the technology, the market and the processes change with time. Take it as product development. Make a business case, build and MVP, test and head to a full-scale product.

5. Measure the Metrics

As Drucker says, what you cannot measure, you cannot manage. Even if you are doing everything right, you will need to measure. First put out your costs like investment costs and expectations like ROI in writing, and then measure the performance against these KPIs.

6. Have the Right Robotic Automation Tools in Place

While you may have figured out what process to automate and to what extent, not choosing the right tool to effect automation can be a faux pas. While selecting the tool make sure that:


Even if you haven’t chosen one among the top RPA vendors, you choose one that has sizeable experience in RPA.

The technology that the tool uses is not nascent but robust.

Your vendor offers all the additional features that robotic process automation implementation may require at any stage. 

7. Documentation and Circulation of Process Content

Documentation of the newly automated process and its variations is necessary. Once the implementation has been affected, this content needs to be a staple among the human resources who are going to survey the process. Use this document to train and certify these resources.

8. Rollout Plan and RPA Team
Like I said earlier, deploying RPA solutions is a continuous process. So, don’t roll it out all in one go. Make a rollout plan and make it a gradual process, starting from the training environment, moving to timed production environment, then to end users and further.


Make a rollout plan and deploy an RPA team which consists of IT professionals, project managers, process experts, and solution architects to keep the automation going smoothly.

It’s about time you implemented automation.

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