Automation Project Management and Operating Model 2: The Roles and Responsibilities Involved

In this session, we will discuss the roles in the implementation methodology and look at various challenges when implementing the methodology.

Topics Covered:

• Implementation Team Roles

• Client Team Roles

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. Roles and Responsibilities

3. 3
1.Session 1 –The Automation
Implementation Methodology
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
•Not all roles will be available in your
organization.
•More than one role can be handled
by any single individual
Notes:

5. 5
Program Charter

6. 6
Sponsors

7. 7
Stakeholders
It’s important to identify and recognize
which stakeholders have authority,
interest in the project, or influence over
the project.

8. 8
1.Team
2.Sponsor
3.Steering Committee
4.Regulatory Bodies
5.End-users
6.Customers
Stakeholders can be internal or external
Can be inactive, active or neutral
They can be enthusiastic or skeptical
Who are the Stakeholders

9. 9
1.Responsible – The person who performs
the work.
2.Accountable – The person ultimately
accountable for the work or decisions
being made.
3.Consulted – Anyone who must be
consulted with prior to a decision being
made or a task being completed.
4.Informed – Anyone who must be
informed when a decision is being made
or the work is completed.
RACI

10. 10
Implementation Team Roles
Project
Manager
Business
Analyst
•All Stages
•Manages Overall
Implementation
•Manages Roadblocks and
Escalations
•Schedules and Documents
Meetings
•Primary Project Closer
•Business Case and
Technical Validation
•Process Analysis
•UAT
•Solution Design
•Requirements Gathering
•Builds Relationships
•Inputs and Outputs
•UAT Creation
•Change Requests

11. 11
Implementation Team Roles
Solution
Architect
Developer
•All Stages
•Lead Advisor
•Defines Architecture
•Project Components
•Tools
•Cost of Automation
•Code Reviews
•Best Practices
•SDD and Testing Plan
•Development and Testing
•Coding
•Break/Fix
•SDD
•Run Book
•Code Repositories

12. 12
Implementation Team Roles
Infrastructure
Engineer
•ONLY in Kickoff
•Platform
•Technical Issues
•Works with client IT and
Security Teams

13. 13
Client Team Roles
Sponsor
Client Project
Manager
•Beginning and End
•Financing
•Decision-making for
Enterprise
•Sign off
•Manages Client Side
Of the Project
•Resources
•IT
•Deliverables
•Internal Processes and
Escalations

14. 14
Client Team Roles
Process
Owner
Process SME
•All Stages
•POC for General
Information
•Approves PDD and UAT
Plan
•Creates Deployment
Plan
•SOP and Knowledge
Transfer
•UAT
•Documents Needed Fix
•Restesting
•Load and Stress Testing

15. 15
Client Team Roles
Client IT Team
Support/Ops
Mgr
•Stack
•Integration
•Dev and Test Environments
•Deployment
•Support with Post-Deployment
•Monitoring