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The challenge

The solution

The outcome

Requirements

• Define business goals and success metrics; identify target functions and pain points; assess and prioritize processes by volume, rules, stability, and ROI; confirm process readiness and standardize inputs; choose RPA operating model and governance; secure executive sponsorship and stakeholder alignment; evaluate technology stack, integration needs, and scalability; define security, privacy, audit, and compliance controls; design bot architecture, exception handling, and human-in-the-loop steps; build a development, testing, and release methodology; create change management, training, and communications plans; pilot with low-risk use cases and validate benefits; measure performance, savings, and error rates; establish support, monitoring, and incident management; plan bot maintenance, version control, and continuous improvement; scale using a repeatable pipeline and center of excellence; review portfolio regularly and retire or optimize bots as needed.

Best practices

• 1. Define clear business goals and use cases before buying.
• 2. Prioritize processes with high volume, rules-based, and repetitive work.
• 3. Quantify expected ROI, payback period, and total cost of ownership.
• 4. Assess vendor experience in B2B, your industry, and similar process types.
• 5. Verify integration capabilities with your existing ERP, CRM, and legacy systems.
• 6. Choose a platform with strong security, compliance, and audit controls.
• 7. Ensure the solution supports scalability across departments and geographies.
• 8. Check for human-in-the-loop exception handling and workflow flexibility.
• 9. Demand strong governance for bot ownership, change control, and monitoring.
• 10. Pilot before scaling to validate performance, accuracy, and adoption.
• 11. Evaluate analytics and reporting for bot performance and process insights.
• 12. Confirm the vendor offers training, documentation, and change management support.
• 13. Review support model, SLAs, implementation methodology, and post-launch services.
• 14. Avoid automating broken processes; improve the process first.
• 15. Build a roadmap for continuous optimization, maintenance, and future expansion.