RPA Evaluation

Page1
Page2
Page3
Page4
Page5
Page6
Page7
Page8
Page9
Page10
Page11
Page12
Page13
Page14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

Email * This is a required question

Page 1 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

About you

Your first name * This is a required question

Your job role * This is a required question

Back

Page 2 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

AWARENESS

How aware is your business of RPA and process automation technology and it's benefits?

Which of the following best describes your business in general *

Laggards - old-fashioned, stuck-in-their-ways

Late Majority - slow behemoth organisations

Early Majority - rest of the target market

Early Adopters - close enough to the new technology to appreciate it

Innovators -They are the creators

This is a required question

How many of the *8* characterists of an RPA suitable process can you name? * [select 8]

Doesn't need human intuition

Is stable / low variability

Can have pending changes expected in less than 3 months

Rule based

Manual but no repititive

Subjective

High volume

Digitize end to end

No pending changes

Requires human judgement and intuition

Manual and repititive

Low volume

Standardized inputs

This is a required question. Please select atmost 8 values.

Back

Page 3 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

Your awareness

Can you name *7* main challenges of RPA implementation? * [select 7]

Staff unsure of the benefits / staff resistance

Incomplete data and process documentation

Too much traction

Roles are clearly defined

Documentation differs from reality

Process definition documents unclear/ambiguous to developer

No clear governance

Process documentation is too detailed

Too much demand for automation

Test environment is different to live environment

No clear roles and responsibilities

This is a required question. Please select atmost 7 values.

How confident are you that your RPA team clearly articulate succinctly what RPA and intelligent automation is? *

Not confident

Very confident

This is a required question

How confident are you that your RPA and Intelligent Automation Centre of Excellence and RPA teams understand common RPA myths and challenges as mentioned, and how to avoid common pitfalls? *

Not confident

Very confident

This is a required question

Back

Page 4 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

Your key stakeholders

How confident are you that senior managers in Operations, IT and HR understand how RPA and intelligent automation can impact and benefit their teams and departments? *

Not confident

Very confident

This is a required question

How confident are you that team leaders and staff members understand how RPA and intelligent automation can enhance their performance, productivity and job satisfaction? *

Not confident

Very confident

This is a required question

How confident are you that key stakeholders and staff involved in RPA projects clearly explain what RPA is, and what the benefits are at a business, department, and individual level? *

Not confident

Very confident

This is a required question

How frequently does your CoE team or RPA teams run workshops or lunch n learns to inform staff on how RPA is and can be used, and quash any myths circling the organisation? *

Hardly ever

At least once a week

This is a required question

Does your CoE RPA team have an Intranet or SharePoint site for updating and involving staff in the digital transformation journey? *

Yes

This is a required question

Have you connected with HR to educate them on the emotional impact of digital transformation with regards to new career paths and incentive structures? *

Yes

This is a required question

Back

Page 5 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

ALIGNMENT

Form or mature your CoE

What level of maturity is your CoE and do you understand how to get to the next level? *

Level 0 (Explore stage) - learning the technology and different vendors

Level 1 (Experiment stage) - testing out RPA's capability

Level 2 (Pilot stage) - launching a handful of bots (Proof of concept)

Level 3 (Team formation stage) - building your CoE team

Level 4 (RPA factory) - efficiently rolling out bots

Level 5 (CoE as a Service) - Federated CoE structure of offering service to clients

This is a required question

What structure does your CoE have? *

De-Centralised

Centralised

Federated

This is a required question

Out of these CoE positions above, how many do you have? * [select roles you have currently filled]

RPA CoE Lead/Sponsor

Evangelist or change manager

RPA business analyst

RPA project / Programme manager

Solutions architect/technical lead

Transition / Release Manager

Service Delivery Manager

PMO (project management officer)

Support Engineer

This is a required question

What structure does your CoE have? * [select which areas you are strong in]

Governance & Control

Tools & Technology

People & Training (Knowledge Management)

Processes & Templates

Do all senior stakeholders agree on how to structure and utilise the CoE team? *

Don't agree

Completely agree

This is a required question

Is the strategy for RPA clear with all communication concurrent with each other? *

Not at all

Very clear and concurrent

This is a required question

Does your CoE team have close ties with the IT department, and does IT understand their role in RPA? *

Not at all

Very close ties

This is a required question

Is there a central location where BAU departments can go to request automation and information? *

Yes

This is a required question

Is there only one “centre of excellence” (CoE) in your organisation? *

Yes

This is a required question

Otherwise can you combine several RPA hubs or centralise resources, tools, and knowledge so you can learn and improve faster? *

Yes

N/A (we already have one CoE)

This is a required question

Are all RPA opportunities identified, assessed, and measured in the same way? *

No standard

Systematic method

This is a required question

Do all developers and support engineers work to the same coding standards? *

No standard

Systematic method

This is a required question

Do you have a standard tool kit, including checkpoint criteria and templates for each stage of automation lifecycle? *

No standard tools

Complete toolkit

This is a required question

Back

Page 6 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

EDUCATION

Training on how staff can get involved and how to correctly use tools and templates

How confident are you that everyone in the teams you’ve targeted for automation has attended at least one lunch & learn session or workshop? *

Not confident

Very confident

This is a required question

DEFECTS: Missing information, missed deadlines, incorrect versions
OVERPRODUCTION: Too early, too many, non-priority items
WAITING: Delay between steps and processes (queues, unread emails, piles of paper)
NON/UNDER-UTILISED EXPERTS: SMEs not involved in improvement activities
TRANSPORTATION: Unnecessary movement of documents, data, materials
INVENTORY: Providing more than customer needs
MOTION: Needless movement of people (keystrokes, screens, applications, paperwork, chasing paperwork)
EXCESS PROCESSING: Doing more than customer wants (too many reviews, red tape)

How confident are you that these teams understand what the eight types of waste are? *

Not confident

Very confident

This is a required question

How confident are you that team managers understand what metrics must/should be collected to assess a process’s performance and suitability for RPA? *

Not confident

Very confident

This is a required question

Does your CoE have its own intranet portal with information, shareable material, and a forum for requests and questions? *

Not interactive information

A suite of ways to interact with CoE

This is a required question

Back

Page 7 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

EMPOWERMENT

empower staff with tools they can use and the know to follow the correct process

Has each team interested in RPA been given an automation catalogue template and guidance? *

Yes

This is a required question

Is the CoE having regular communication with teams who are pursuing RPA to ensure they are using the right tools, and using them in the right way? *

Hardly ever

Almost daily

This is a required question

Has the CoE received any positive feedback or interest from staff keen to learn more about the technology or take on more responsibility to assist in identifying and assessing opportunities? *

Hardly ever

Constantly

This is a required question

Has HR communicated that the CoE may provide new roles in the near future? *

Yes

This is a required question

Back

Page 8 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

INSPECTION

Analyse processes to identify wastes and potential opportunities

Review these questions below to confirm that your team has prioritised your automation candidates in a logical way:

Do you measure your processes by effort (Average Handling time x volume) and potential saving? *

Yes

Sometimes

This is a required question

Do you know which handful of processes make up 80% of all your team's or company's effort? *

Yes

This is a required question

Have you reviewed your top processes in detail to understand their complexity?

Yes

Some, not all

This is a required question

Have you plotted your top processes by Effort, Benefit, and Ease of Implementation, on the Complexity quadrant? *

Yes

Unsure what a Complexity quadrant is

This is a required question

Have you provided the leadership team with a visualisation of the makeup the company's and each department’s processes so that they can strategically prioritise which departments and processes to automate first? *

Yes

This is a required question

Back

Page 9 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

IDEATION

involving key stakeholders to fit-for-purpose design solutions

Have you involved key stakeholders from the team(s) that are upstream from your process, who feed information into your target team? *

Hardly ever

Constantly

This is a required question

Have you involved key stakeholders from the team(s) that are downstream from the process, who receive information from your team? *

Hardly ever

Constantly

This is a required question

Do all the root causes identified by the workshop group relate to all the problems being experienced in the target team? *

We rarely identify rout causes

Almost all root causes are identified

This is a required question

Do you first consider lean process re-engineering before automating? *

Hardly ever

Almost always

This is a required question

Do you have any technical experts present in your solution design workshops? *

Hardly ever

Almost always

This is a required question

Do you normally have full participation with everyone’s opinions being heard and respected? *

Hardly ever

Almost always

This is a required question

Do you workshops identify all eight wastes in your target process and team? * [select which weights you regularly identify]

DEFECTS: Missing information, missed deadlines, incorrect versions

OVERPRODUCTION: Too early, too many, non-priority items

WAITING: Delay between steps and processes (queues, unread emails, piles of paper)

NON/UNDER-UTILISED EXPERTS: SMEs not involved in improvement activities

TRANSPORTATION: Unnecessary movement of documents, data, materials

INVENTORY: Providing more than customer needs

MOTION: Needless movement of people (keystrokes, screens, applications, paperwork, chasing paperwork)

EXCESS PROCESSING: Doing more than customer wants (too many reviews, red tape)

SIPOC map S(Supplier): Where did the data for this process come from and how was it received? I(Input): What does the data look like? P(Process): What steps should the bot have taken? O(Output): What does the transformed data look like? C(Customer): Where did the data go and how was it sent?

Do your analysts map out your target teams and their process in a SIPOC map? *

Hardly ever

Always

This is a required question

Do your analysts identify value-add and non-value-added areas using a Value Stream Map (VSM)? *

Hardly ever

Always

This is a required question

Is your CoE’s physical and digital work environment organized using the 5 S method and ready to scale? * [select which you are strong at]

Sort: This is about organising the area of work

Set (in order): Give everything a specific location

Shine: Once organized, it’s up to the team to regularly inspect their environments

Standardize: Define best practices for keeping the environment organized

Sustain: Embed the habit for these 5 Ss

The 5 Whys Asking "Why" to determine the direct reason of a problem, then asking of the direct reason of that problem, 5 times

Do you run root cause workshops to use the 5 whys method to discover what the potential root causes are for the inefficiencies in your target team? *

Don't know the 5 whys method

Almost always

This is a required question

How much waste does your proposed future state model eliminated with lean thinking, even before you automate? *

Don't apply lean thinking

A significant amount

This is a required question

Back

Page 10 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

OPTIMISATION

What is the highest level of the lean six sigma experts in your RPA team? *

No Lean Six Sigma Experts

White Belts

Yellow Belts

Green Belts

Black Belts

Master Belts

This is a required question

Do your analysts use root cause analysis when identifying automation opportunities? *

Yes

This is a required question

The 5 Ss Sort: This is about organising the area of work Set (in order): Give everything a specific location Shine: Once organized, it’s up to the team to regularly inspect their environments Standardize: Define best practices for keeping the environment organized Sustain: Embed the habit for these 5 Ss

How many of the 5 Ss have you applied the to organise your target team's environment to optimise their digital and physical workspace? *

None

All five

This is a required question

Which RPA template does your team use? [select which of these you use]

RPA suitability checklist

Automation Catalogue

Opportunity benefit-complexity map

Development complexity calculator

Business Case

Process Definition Document (PDD)

Solution Design Document (SDD)

Test case

RPA supporting document

RPA support complexity calculator

Do you have a single source of truth for employee, hardware, software costs and other expenses, for consistency? *

Yes

This is a required question

Are you using comparable rates of return (IRR or ROI or payback period) to prioritise investments? *

Yes

This is a required question

Has your Solutions Architect created coding standards for your developers and support engineers? *

Yes

This is a required question

Back

Page 11 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

YIELD

Realising benefits

Do you measure before and after the process change? *

Yes

This is a required question

Are your bots actually delivering the expected benefits? *

Making a loss

Significantly benefits

This is a required question

Are you in control of your bots to ensure you can sustain the benefits realised? *

Out of control

Well managed

This is a required question

Do you have visibility of your bots’ performance, via logs and a dashboard? *

No visibility

Full visibility

This is a required question

Do your internal/external clients have visibility on how their bots are performing? *

No visibility

Full visibility

This is a required question

Are you regularly tracking the bots’ and CoE’s performance? *

Hardly ever

Daily

This is a required question

Have you found ways to quantify qualitative/non-financial benefits? *

Yes

This is a required question

Have your robot performance indicators helped teams discover potential ways to improve on the most common systems and business exceptions? *

Yes

This is a required question

Back

Page 12 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

ORGANISE & OVERSEE

Maintain benefits

Do you have someone carrying out each role shown in the Support CoE structure (even if some of your team are wearing several hats)? *

Transition Manager

Service Delivery Manager

PMO (project management officer)

RPA CoE Lead/Sponsor

Support Engineer

Release Manager

Do you have a transition manager or Release Manager who is a separate person to the developer and support engineers? *

Yes

This is a required question

Do both the Development and Support teams use the same agreed coding standards, best practices, release criteria, and knowledge base? *

Yes

This is a required question

Do you regularly provide process owners with bot health and performance reports and discuss seasonal or future volume increases? *

Hardly ever

At least weekly

This is a required question

Do you have a prioritisation mechanism and triage process for handling requests and defects? *

Yes

This is a required question

Are you continuously looking to optimise your CoE through the same lens as when inspecting teams in your organisation? (e.g. automating repetitive tasks, using self-service portal for clients and process owners) *

Yes

This is a required question

Back

Page 13 of 14

Your RPA readiness test. TAKE THE TEST

Benchmark your business against the 7 areas of the AEIO YOU method for scalable RPA implementation

* Required

UPGRADE, UPSKILL & UNCOVER

Discovering new technology to enhance benefits

Is your team aware of the plethora of different types of AI capabilities on the market? *

Process / task mining

Process discovery

Unified desktop

Automated RPA support

RPA automated bot dashboards

Automated PDD and process map builders

Front end / customer service automation

Surface automation tools (e.g. automation on critix)

APIs

Machine Learning

Data Mining

Computer Vision / general OCR tools

Receipt and invoice OCR

Deep Learning

Data Lakes

Natural Language Processing/Generation (e.g. Chatbots)

iCRM (CRM tools incorporating AI)

iERP

iBPM

Analytics

Have you meet with different AI vendors and watched demos of what their products are capable of doing for your business? *

Yes

This is a required question

Have you run any proofs of concept (POCs) with vendors to demonstrate first-hand how much value their ‘bots’ can add to your CoE team? *

Yes

This is a required question

How serious (or nervous) is your business at implementing AI into their business processes? *

Very nervous and hesitant

Very serious to invest in AI

This is a required question

Which of these intelligent automation and AI associated solutions are you using:

Process / task mining

Process discovery

Unified desktop

Automated RPA support

RPA automated bot dashboards

Automated PDD and process map builders

Front end / customer service automation

Surface automation tools (e.g. automation on critix)

APIs

Machine Learning

Data Mining

Computer Vision / general OCR tools

Receipt and invoice OCR

Deep Learning

Data Lakes

Natural Language Processing/Generation (e.g. Chatbots)

iCRM (CRM tools incorporating AI)

iERP

iBPM

Analytics

Please tick that you are happy for us to use your details to sign up to any of the following *

Our AI & automation comparison site

Our newsletter on RPA, AI & LEAN IA news

Our RPA auto-analysis webapp

Please check all three

By submitting this form you agree to our terms of use for our sites and apps https://leania.co/terms-of-use/

Back

Page 14 of 14