Automation Project Management and Operating Model 1: The Automation Implementation Methodology

In this session, we will discuss the types of implementation methodologies, and their commonly shared Implementation Methodology Stages.

Topics Covered:

• Introducing the Program Charter

• The Automation Implementation Methodology Steps

Target audience: This series is geared more towards a solution architect, CoE, Practice leads, business analysts, and organizational leadership.

Speaker:
Chris Bolin, Senior Intelligent Automation Architect @ Anika Systems and UiPath MVP

1. Automation
Project Manager

2. The Automation
Implementation Methodology

3. 3
1.Session 1 –The Automation
Implementation Methodology –
August 5th
2.Session 2 –Roles and
Responsibilities –August 12
th
3.Session 3 –The Automation
Operating Model –August 19
th
4.Session 4 –Moving the Automation
Operating Model to a “steady-state
and preparing to scale” –August 26
th
Agenda Slide

4. 4
•The following is not prescriptive but
rather suggested
•Introducing some documents:
•RPA Program Charter
•Issue Tracker
•Process Design Document(s)
•UAT Plan
•Application Tracker
•Change Matrix
•Solution Design Document
•Functional Testing Tracker
Notes:

5. 5
Program Charter

6. 6
Vision and Strategy

7. 7
Program Charter –Align with Business
Outcomes

8. 8
Automation Implementation Methodology
Kickoff
Business
Case and
Technical
Evaluation
•Setting Expectations
•Readiness
•Infrastructure and
•Environment
•Communication
•Statement of Work
•Sprints?
•Assess Pipeline
•Delivery Timelines
•Use Cases – POC
•Agree on Definitions
•Complexity
•ROI Factors
•Qualitative
•Quantitative

9. 9
Automation Implementation Methodology
Process
Analysis
Solution
Design
•As-is
•Process Design Document
•PDD Approval
•Suggested To-be
•UAT Plan •Future State and mapping
Modules for Automation
•Track access to systems
•Preparing Technical/
•Functional Testing
•Solution Design Document

10. 10
Automation Implementation Methodology
Development
and Testing
UAT
•Creating Modules from PDD
•Code
•Functional Testing
•End-to-End Testing
•Testing and running UAT
Scenarios
•Run Book Development
•Code Review
•UAT with Implementation
Team
•Running all scenarios
•Logging defects/bugs
•Complete Run book with
•Any Changes

11. 11
Automation Implementation Methodology
Project
Closure
•Agreed upon tasks fulfilled
•Handover of Documentation
•Any contract completions?
•Any Financial Loops to
•Close?
Deployment
and
Hypercare
•Migration to Production
•Review and Monitor
Production Cases
•Break/fix and modifying
Run Book