UiPath
Automation
Implementation
Methodology
.................................................................................................................................................................................................... 1
Before we begin with automation implementation… ........................................................................................................ 3
Opportunity identification .................................................................................................................................. 3
Automation implementation journey ................................................................................................................................... 4
Kick-off ................................................................................................................................................................. 4
Roles involved .................................................................................................................................................. 4
Tasks performed in this stage .......................................................................................................................... 4
Business Case and Technical Validation ......................................................................................................... 5
Roles involved .................................................................................................................................................. 5
Tasks performed in this stage .......................................................................................................................... 5
What happens in pre-analysis? ........................................................................................................................ 5
What happens in an opportunity assessment? ................................................................................................ 6
UiPath tool(s) used in this stage of automation implementation ...................................................................... 6
Process Analysis ................................................................................................................................................ 7
Roles involved .................................................................................................................................................. 7
Tasks performed in this stage .......................................................................................................................... 7
What is a Process Definition Document? ......................................................................................................... 7
UiPath tool(s) used in this stage of automation implementation ...................................................................... 7
Solution Design ................................................................................................................................................... 8
Roles involved .................................................................................................................................................. 8
Tasks performed in this stage .......................................................................................................................... 8
What is a Solution Design Document? ............................................................................................................. 8
UiPath tool(s)/automation concepts used in this stage of automation implementation .................................... 8
Development and Testing ................................................................................................................................ 10
Roles involved ................................................................................................................................................ 10
Tasks performed in this stage ........................................................................................................................ 10
UiPath tool(s) used in this stage of automation implementation .................................................................... 10
User Acceptance Testing ................................................................................................................................. 11
Roles involved ................................................................................................................................................ 11
Tasks performed in this stage ........................................................................................................................ 11
UiPath tool(s) used in this stage of automation implementation .................................................................... 11
Deployment and Hypercare ............................................................................................................................. 12
Roles involved ................................................................................................................................................ 12
Tasks performed in this stage ........................................................................................................................ 12
UiPath tool(s) used in this stage of automation implementation .................................................................... 12
Project Closure ................................................................................................................................................. 13
Roles involved ................................................................................................................................................ 13
Tasks performed in this stage ........................................................................................................................ 13
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Before we begin with automation implementation…
Every automation initiative should have a documented automation journey in place. Before the start of
automation implementation, there is a pre-automation activity which needs to be performed.
Opportunity identification
The dedicated team in the organization conducts a high-level technical and process feasibility study, targeting
specific functional areas. This involves analyzing processes, estimating the rough order of magnitude (ROM), and
identifying the required resources. Such analysis aids in narrowing down potential automation candidates from a
broad array of organizational and departmental processes.
Identified resources like the Infrastructure Engineer, the Solution Architect, the Project Manager, the Automation
Business Analyst, and the Automation Developer(s) together form the automation implementation team.
The UiPath tool(s), which can be used for opportunity identification – Unassisted Task Mining.
Post opportunity identification, the automation implementation journey begins.
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Automation implementation journey
Every automation initiative follows the UiPath Automation Implementation Methodology.
Kick-off
Roles involved
Tasks performed in this stage
The Infrastructure Engineer, the Solution Architect, and the Project Manager set up the overall project
expectations.
Environment and infrastructure examination initiated.
Review the Statement of Work (SoW).
Initiate the project readiness checklist, the application access tracker, and the issue tracker.
NOTE: The project readiness checklist, the application access tracker, and the issue tracker are living documents
and keep on getting updated as per the findings in the later stages of automation implementation.
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Business Case and Technical Validation
Roles involved
Tasks performed in this stage
Pre-analysis to validate context/scope of the project.
Opportunity assessment of the probable automation candidates.
Development and validation of the Business Case document.
What happens in pre-analysis?
Since the Automation Business Analyst is not involved in the Kickoff stage, they carry out a pre-analysis to re-
evaluate/validate the estimations made earlier.
There are two (2) key perspectives of pre-analysis:
1. Information Capture – This involves collecting all available information about the process. For this, the
Automation Business Analyst(s) can make use of techniques like document analysis, interface analysis,
interviewing, or benchmarking and market analysis.
2. Information organization – This involves organizing captured information, leveraging the appropriate
models to represent the current state. For this, the Automation Business Analyst(s) can make use of
process models like flowcharts, or SIPOC models.
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What happens in an opportunity assessment?
Here, the Automation Business Analyst(s) assess the automation viability of the process by performing a
feasibility analysis. This criterion for assessment is broadly classified into three (3) categories:
Stability
Suitability
Complexity
UiPath tool(s) used in this stage of automation implementation
Task Capture/Assisted Task Mining
Automation Hub
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Process Analysis
Roles involved
Tasks performed in this stage
Analyze the as-is state of the process.
Capture the key stroke level details and document the findings.
Define the to-be process.
Develop the Process Definition Document (PDD).
Develop the User Acceptance Testing (UAT) plan.
What is a Process Definition Document?
The Process Definition Document (PDD) outlines the business process chosen for automation. It describes the
sequence of actions performed as part of the business process, the conditions, and rules of the process prior to
automation (as-is) as well as the new sequence of actions that the process will follow because of preparation for
automation (to-be).
UiPath tool(s) used in this stage of automation implementation
Task Capture/Assisted Task Mining
Automation Hub
Process Mining
Communications Mining
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Solution Design
Roles involved
Tasks performed in this stage
Design and development of the Solution Design Document (SDD).
Validate/populate the application access tracker initiated earlier.
Prepare the Technical Testing Plan.
What is a Solution Design Document?
A Solution Design Document (SDD), also known as Technical Design Document, is a comprehensive document
that outlines the design of an automation solution, including the business requirements, technical architecture,
workflows, and testing plan.
UiPath tool(s)/automation concepts used in this stage of automation implementation
Robots
Queues
Triggers
Orchestrator
Selector
Dispatcher
Performer
REFramework
UiPath Studio
Apps
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Integration Service
UiPath Assistant
Action Center
Data Service
Document Understanding
AI Center
Insights
Test Manager
Automation Ops
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Development and Testing
Roles involved
Tasks performed in this stage
Development of automation solution using PDD and SDD as reference points.
Execute the Technical Testing Plan.
UiPath tool(s) used in this stage of automation implementation
UiPath Studio
Document Understanding
AI Center
UiPath Assistant
Orchestrator
Insights
Data Service
Integration Service
Action Center
Apps
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User Acceptance Testing
Roles involved
Tasks performed in this stage
Execute the UAT plan.
Log the deviations from the expected outcomes in the issue tracker.
Develop the Runbook template.
UiPath tool(s) used in this stage of automation implementation
UiPath Studio
Test Manager
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Deployment and Hypercare
Roles involved
Tasks performed in this stage
Migrate process packages and libraries to production Orchestrator.
Monitor and support the deployed solution.
Perform knowledge transfer to the support team.
UiPath tool(s) used in this stage of automation implementation
Orchestrator
Insights
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Project Closure
Roles involved
Tasks performed in this stage
Ensure that all services align with the contract agreement.
Document handover/knowledge transfer (if any) followed by a sign-off from the stakeholders.
Perform knowledge transfer to the support team.
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