7 Steps to Digital Transformation with RPA

Infobiz has compiled a 7-step journey of all the necessary things you need for implementing Robotic Process Automation solutions in your organization. Keep reading and transform your organization


Know more about RPA


Deploy RPA on a small scale


Implement Governance and Compliance


Define your RPA objectives


Scale your RPA efforts


Build a virtual Workforce


Measure and Improve

1. Overall Organizational Value

The first and foremost thing RPA will do is set your business goals with perfect resource management and deliver overall organizational value. How so?
● Improved enterprise performance
Your company is a connected network of systems like all companies. If one process improves, all others get better accordingly. RPA implementation doesn’t stop at one operation or in one department. RPA supports digital transformation at the managerial level as well as the bottom-line level. Wherever RPA is a possibility, it should happen to improve the overall business performance.

2. Define your RPA Objectives

The second step is to determine objectives of RPA. This is a critical step – one that can make or break your transformation strategy. You must identify the long-term objectives such as increase in productivity, employee substitution, reduction in costs, etc. These objectives will provide durable value with automation. Otherwise, you must also determine any short-term objectives which you want to achieve with RPA and digital transformation. These include completing one-time data entry tasks, triggering responses for logging in, sourcing a list of information, etc. All the RPA objectives must focus on achieving your overall organizational goal. RPA is not a fancy technology to become a machine. For proper implementation of RPA solutions, you need to identify the key areas under the objectives where RPA is required.

3. Deploy RPA on Small Scale

While most companies want quick results, RPA services are not your usual “get-productive-quick” scheme. Even though it increases your productivity, start small. Since it is a new technology, you might not want to risk every process of your enterprise. It is better to automate micro-processes that occur every day rather than processes that happen only once or twice a month. In the beginning, your focus should be to automate the small tasks with specific actions that can be completed quickly.
Often single processes are much better and easier to automate at the beginning than long, complex processes.

In essence, it is like taking a test run of digital transformation using RPA. It allows you to see how RPA implementation is working for you and whether it is the right direction for you or not.

4. Scale your RPA efforts

Once you are satisfied that your RPA efforts are in the right direction through small scale testing, you are ready to implement it on a larger level. It starts by identifying the right candidates for business process automation. The driving question shouldn’t be “Can we automate this process?” but rather “Should we automate this process?”

When you scale your RPA implementation, it is better to take the help of RPA consulting services and get the right advice in compliance, scalability, and optimization. You must find the processes that have a lot of bottlenecks and deliver the least value to your business. If you think that a process can be completed without human intervention, it is a good candidate for process automation.

Gradual scaling will help you identify more opportunities for digital transformation through RPA. You can optimize processes without compromising or disrupting your workflow.

5. Implement Governance and Compliance

Now if you are planning to use RPA as your long-term strategy for digital transformation, you need to have governance in place. You must ensure that process automation is in alignment with your business goals. On the other hand, you must make sure that RPA compliance doesn’t take the backseat. Unethical usage and biases in RPA processes can harm your business in the long run. You should provide proper training to your employees for working in accordance with RPA and digital transformation. The IT team will be of
great help in equipping your team with the necessary skills. Executives or managers from the project management team must oversee RPA implementation at different stages in the organization.

The main purpose of governance is to ensure that the right processes are being automated and there’s no gap between the results you expect to achieve from RPA and what you actually achieve.

6. Build a Virtual Workforce

The penultimate step is to scale your RPA efforts in a way such that you are able to build a digital workforce of bots, available at your service 24×7.
As you gradually scale up RPA implementation by identifying processes to automate one after the other, enterprise digital transformation becomes easier. In no time, you will have an army of bots working at your disposal, completing all the tasks that your employees don’t want to do.

In the meantime, you also need to optimize your existing bots involved in business process automation. RPA software like UiPath, Automation Anywhere, BluePrism, etc., allow you to build your digital workforce without much effort. Building a digital workforce will bring an enterprise-wide wave of digital
transformation. Your employees will be better equipped to deal with RPA once your organization is on board the digital workforce. Train your employees with RPA at

7. Measure and Improve

The last step in digital transformation through RPA is measuring the performance of your digital workforce and improving the implementation. You must regularly record the successes and failures of your RPA optimized processes to measure how they are performing. It involves setting a list of key KPIs that you wish to achieve and overseeing whether RPA implementation is providing you with the expected results or not. As you go along the way, you will find discrepancies, which will allow you to make improvements and adjust your RPA services accordingly.
Measuring the performance is directly related to the RPA objectives that you want to achieve. You primarily want to increase efficiency, reduce costs, and multiply your productivity.

Set up regular tracking to ensure that you are conducting a thorough analysis of your processes and are getting a real image of the situation to improve it further.

“The role of RPA in digital transformation is that it transforms these bottlenecks in productivity into opportunities for maximizing it.”

RPA supports digital transformation by taking off the unproductive, inefficient tasks from your team. You can delegate operations that no longer contribute to the growth of your employees.
When you embark on digital transformation using RPA, you are essentially saying to the employees that you value their time and would rather use it for more productive and creative activities.

Ready to get started?

Talk to our RPA experts