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RPA Strategy Workshops from Optezo

Enterprise Process Automation Roadmap

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Understand and Prioritize Your RPA Journey with an Enterprise RPA Roadmap Workshop

Gaining all the benefits of Robotic Process Automation (RPA) is a journey, and it's essential that your enterprise understands the destination in order to stay on course. The Enterprise RPA Roadmap Workshop from Optezo is the ultimate RPA workshop that assesses your current processes and systems, with the goal of developing a prioritized roadmap of automations across your business.

Roadmap Process for Prioritizing RPA Implementations

Prioritization is customized for your organization and is based on:

Business Benefit
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Business Benefit

Defined according to an As-Is Cost/Year formula that calculates Total Processing Time = Transaction Value x Time/Transaction x FTE Cost/Hour

Automation Readiness
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Automation Readiness

Comprehensive evaluative metrics prioritize rules-based tasks and assess input types, input quality, process stability, and more

Ease of Implementation

Ease of Implementation

Evaluations include process length, scanned data input capability, process completion methods, number of internal and external systems involved, and documentation availability

Our Enterprise RPA Roadmap workshop provides a blueprint to capture the full improvement opportunities of intelligent automation, with insights gained from a comprehensive four-part process:

1. Business Process Review

This review defines baselines for your current business domain processes. It requires one week to:

  • Interview stakeholders and review documentation to populate a complete process list
  • Identify critical process systems, technologies, and approaches
  • Identify key automations that support these critical processes
  • Document process flows for key automations
1. Business Process Review

2. Automation Opportunity Identification

This evaluation ranks the automation potential of key automations and requires 2-7 days:

  • Automations are ranked according to business benefit, automation readiness, and ease of implementation
  • High-level key process flows are fully documented
2. Automation Opportunity Identification

3. Automation Prioritization & Candidate Selection

Across a week of analysis, the most suitable sequence of automations is identified. This stage is the essence of our Enterprise RPA Roadmap

  • Each automation is tagged with a T-Shirt Sizing
  • Automation development sequence is established
  • Pilot program automations are identified
3. Automation Prioritization & Candidate Selection

4. Detailed Assessment of Automations

An additional 2-3 days is required to capture additional detail on the automations designated for the pilot program:

  • Task Capture is used to document process flow
  • Video recording is made of processes during use
4. Detailed Assessment of Automations

All good roadmaps are easy to use, and our Enterprise RPA Roadmap is no exception.

What commitment do we need from your team to create an accurate and actionable assessment of what robotic process automation can do for your enterprise?

Shockingly little, actually: your total time commitment for our Enterprise RPA Roadmap Workshop is 2-3 weeks

Learn More About Optezo's Enterprise RPA Roadmap Workshop

Let's have a conversation about your opportunity to understand and capture the full process automation opportunities offered by RPA. Learn the ingredients for RPA success, challenges that prevent maximizing the value of automation, and how to align your organization with the emerging intelligent automation business landscape.

Learn More About Optezo's Enterprise RPA Roadmap Workshop

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Optezo, an RPAaaS Company

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