Forrester: 10 golden rules for RPA success

Forrester’s report asserts that while it’s easy to get into RPA, it’s difficult to master, notably when scaling an organization-wide RPA program.

Two recent Forrester reports focus on two key robotic process automation (RPA) issues. The first identifies important RPA considerations, as it examines RPA’s key philosophies, and the second outlines how RPA and test automation are more aligned than commonly assumed, with a specific difference: Test automation technology.

Forrester’s 10 “golden rules” for RPA success

1. Align RPA efforts with broader digital transformation goals

2. Build a pragmatic business case for RPA

3. Treat RPA as an enterprise platform

  • Align RPA with the right use case.
  • Formalize approaches to data privacy and resiliency.
  • Uphold software development and testing best practices.

4. Secure your bots with zero-trust principles

  • Avoid reusing human workers’ credentials for bots to save short-term costs.
  • Treat each bot as an IT asset.
  • Assign each bot to an automation owner.
  • Apply zero-trust principles to secure your bots.
  • Remember that RPA bots can be an internal or external attack point.

5. Build a pipeline of processes

6. Look for opportunities to improve, standardize, and automate

  • Partial or poorly documented processes are dangerous.
  • It pays to simplify and standardize processes before automating them.
  • Process mining can lead to success in RPA task automation.

7. Plan for artificial intelligence (AI), but don’t rush in

  • Ingest and extract data.
  • Create signal-based triggers.
  • Augment human decisioning.

8. Take an innovation view of intelligent automation

  • Taking a business services view of innovation.
  • Fostering in-house automation skills.
  • Supporting the chosen governance model.

9. Design for humans in the loop

  • Architect human failsafes.
  • Put your employees’ well-being at the center.
  • Automation requires a new approach to assess employee experience (EX).

10. Develop the right automation mindset

  • Refocus company organizational process on the customer.
  • Build leadership support for automation.
  • Discuss emerging skills proactively and transparently.

Read more here: 10 golden rules for RPA success, and RPA and test automation

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