Automation Implementation
At Optezo, automation services are all we do. We have refined the cycle for designing, building, and testing automations and honed in on a standardized approach that we call the “Optezo Playbook”. Our team of experts follow a process that is fast and efficient. The Optezo timeline for automation design, development, testing, and deployment is 5-6 weeks. From idea to working in production, saving you time and cost and making for happier employees in about a month.
5-6 WEEKS
∞
Intake
Design
Develop
Test
Deploy
Support
- Project Kickoff
- Project Kickoff with the core and extended teams to communicate timeline, involvement and expectations
- Scope Signoff
- Review of the proposed Automation scope with Process SMEs and other constituents
- Process Recording
- Record multiple screencasts of the process and variants to ensure adaquate coverage of the process
- Infrastructure / Access Setup
- Work with the IT team to stand up the necessary robot VM as well as discuss strategies for robot credentials and system access
- T-Shirt Size Confirmation
- Validate the process size against original expectations
- Client Involvement:Process SME: 1 day, IT: 1 - 2 days
- Project Kickoff
- Project Kickoff with the core and extended teams to communicate timeline, involvement and expectations
- Scope Signoff
- Review of the proposed Automation scope with Process SMEs and other constituents
- Process Recording
- Record multiple screencasts of the process and variants to ensure adaquate coverage of the process
- Infrastructure / Access Setup
- Work with the IT team to stand up the necessary robot VM as well as discuss strategies for robot credentials and system access
- T-Shirt Size Confirmation
- Validate the process size against original expectations
- Client Involvement:Process SME: 1 day, IT: 1 - 2 days
- Process Definition Document (PDD)
- Documentation of the robot process definition, including the high level process flow and key components of solution design
- PDD Signoff
- Core team review of the PDD and customer signoff showing directionally correct robot design and tasks
- Test Case Planning
- Definition of test cases to be created necessary to ensure proper robot actions and outcomes
- Client Involvement:Process SME: 1 - 2 days, IT: 1 - 2 days
- Robot Development
- Development sprints to build the robot process
- Unit Testing
- Developer led unit testing of robot components
- Test Case Development
- Creation of the test scripts for use in Testing
- Client Involvement:IT: 1 - 2 days
- System Integration Testing
- End-to-end testing of the completed robot process including forced errors, system outages and other common problems
- Execute Test Cases
- Execution of defined test scripts and defect remediation
- MTP and Go / No-Go Decision
- Finalization of the Move to Production (MTP) steps required. Core team go / no-go decision based on robot execution and testing
- Client Involvement:Process SME: 1 day, IT: 1 day
- Finalize Runbook / PDD
- Update the PDD to align to “as-built” specifications
- Production Signoff
- Complete Move to Production, ensure proper execution of robot process in production environments
- Handoff to Support
- Ensure proper handoff to support personnel, including common troubleshooting steps and lessons learned from development and test
- Client Involvement:Process SME: 1 day, IT: 1 - 2 days
- Monitoring
- Including robot execution and infrastructure to support robot execution
- Incident Management
- Disposition of incidents, triage and response
- Defect Management
- Fixes of robot jobs for changes in source systems, credent ials or other breaking changes. Minor enhancements
- Incident Reporting
- Including notifications, communication on updates, reporting and more
The Economies of Scale
Our clients purchase these automation implementation services in packs of 3, 6, or 12. The more automations purchased, the larger the discount.
Ready To Learn More?
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