A Practical Guide to RPA Implementation

Robotic Process Automation (RPA) has become a revolutionary force for businesses looking to optimize efficiency and simplify operations in the age of digitization. The road to a successful RPA adoption is not without its difficulties, though. This article offers a comprehensive guide for navigating the complexities of RPA implementation, integrating knowledge from a variety of sources, including M.M.’s own internal specialists.

10 Steps to a Successful RPA Implementation

1. Begin Planning and Assessing Your Situation and Needs (Research Phase)

A well-organized planning process is the first step in an effective RPA implementation. The foundation for your whole RPA experience will be laid during this first phase. You will identify opportunities and challenges step-by-step and assess your business’ unique dynamics.

This entails:

  • Feasibility Analysis: To start, determine whether automation is practical for your company. Do your procedures lend themselves to automation? What potential obstacles or constraints exist?
  • ROI Evaluation: Calculate the potential return on investment (ROI) of implementing RPA. What are the expected cost savings and efficiency gains? What are the business indicators that will measure the success of your RPA projects?
  • Infrastructure Audit: Review your existing IT infrastructure. Ensure that it can support RPA implementation without causing disruptions or performance bottlenecks.

When you’re getting started, it is useful to consider your organization’s current level of automation (if any). Define what you want your automation journey to look like, and how much you want to rely on automation and artificial intelligence in your daily tasks. Setting realistic expectations is vital to successful RPA implementation and adoption. This Deloitte study finds that of the 86% of businesses that implemented RPA successfully, creating an implementation plan was the most important for them.

2. Identify Valuable Processes to Maximize with Automation

Determine which business processes are ready for automation. These are often time-consuming, rule-based and repetitive tasks. Get input from supervisors and process owners to gain a clear understanding of the areas where RPA can have the biggest impact. Not every process has to be automated at once. Put them in order of significance based on the likelihood that they will increase efficiency, reduce costs, and benefit your organization strategically. Map out the implementation process and evaluate each process’s ability to be automated technically. While certain operations could be easier to automate than others, others might need connections with legacy systems or additional applications.

3. Decide on Your RPA Sponsor and Vendors

Your RPA vendor should be someone who has a thorough understanding of the organization’s goals and processes, and can effectively communicate the benefits of RPA to key stakeholders. They should also be able to make necessary changes and drive adoption throughout the organization. When selecting RPA vendors, it is important to consider their track record and experience in implementing successful automation projects. This can include reviewing business case studies, customer testimonials, and references.

4. Establish an RPA Center of Excellence (COE)

A COE is a group of qualified specialists who advise and help other teams and divisions within your organization. This team normally comprises of project supervisors, business strategists, IT experts, RPA developers, and other people with specialized industry expertise. The COE should be in charge of creating protocols and standards of excellence for your RPA initiative. This guarantees adherence to organizational objectives, establishes best practices and promotes an automation culture.

It is possible that some clients would like to set up a Center of Excellence (COE) solely dedicated to managing their robotic process automation initiatives. Such cases require a hybrid model. This entails a collaborative effort where certain responsibilities are divided between the client and the vendor. In this setup, the client takes the lead in overseeing governance aspects, ensuring that RPA operations align with their strategic objectives, while the vendor assumes responsibility for the practical implementation and execution of the COE. For instance, the vendor can provide the technical expertise, such as building bots and developing automation scripts, while the client can provide the domain knowledge, such as understanding the business workflows and identifying the best automation opportunities. By leveraging client’s domain knowledge and vendor’s technical expertise, this hybrid approach fosters a successful and sustainable COE that drives automation excellence in the organization.

5. Establish Data Security Protocols

 Implementing data security protocols is crucial in the RPA journey. Data is what powers organizations, containing valuable assets such as customer information, financial data, and intellectual property. To meet legal and ethical obligations, as well as industry regulations, a successful implementation must prioritize data security. This involves establishing robust data security measures to safeguard sensitive information and ensure compliance. Consider protocols like data classification, access controls, and encryption. These keep your organization safe from security breaches and data leaks, and also help with client rapport.

6. Engage Stakeholders (including employees)

Effective communication with stakeholders, including employees, is essential. Address concerns, provide training, and create a change management plan to minimize resistance to automation. Engaging your workforce and making sure that they are prepared for any hitches ensures a smoother transition.

7. Create a Proof of Concept (PoC)

A proof-of-concept (PoC) is a micro-level RPA placement that tests the technology’s feasibility for your particular company needs and identifies any possible obstacles. It serves two purposes- it helps the company test the project and fix any issues before moving on with a large-scale deployment; and it helps stakeholders see the benefit of the deployment to obtain financial backing. This enables you to resolve any difficulties, collect feedback, and make the required changes. For the most accurate results, choose a process which provides conceivable advantages and involves as many important technological platforms and programmes as you can.

8. Run a Pilot Program

After you’ve finished the PoC, it’s time to begin the RPA pilot. This entails picking and automating a small number of operations that have been deemed suitable for automation. Launching a pilot allows you to determine if you’re making the correct process investments and lowers the errors associated with bot deployment. Lastly, to guarantee effective overall deployment across your company, the efficacy of the RPA trial should be assessed against predetermined benchmarks for success and against manual operation of those same activities.

9. Track Performance and Operations

Assessing the results of your RPA deployment on your company and demonstrating its value depends on monitoring and analyzing its performance. Gathering information on what number of jobs the RPA bots have accomplished, the total amount of time they have taken to perform them, and the frequency of errors is the most effective approach to achieve this. Then, to understand time savings and error reduction, examine that information with the equivalent number of procedures carried out manually. 

While you keep exploring workflows and procedures that can be streamlined through automation, you can also utilize this data to compare the efficacy of your RPA set-up with its previous iterations. You may then optimize the efficacy of your RPA installation by making necessary adjustments.

10. Scaling Up

Expanding the RPA deployment across the organization is the best course of action now that the Pilot phase has been fruitful and the CoE has been established. Here, the CoE will collaborate closely with the IT department to determine the appropriate tasks for automation, specify the standards for success, and maximize the use of the digital workforce.

Why choose an RPA Implementation Partner?

Creating an RPA infrastructure is an important step for any business, and selecting the best implementation partner can be the difference between success and failure. An experienced RPA provider delivers knowledge in each stage of your RPA project:


To guarantee that your automation initiative is a wise investment, we start by carefully conducting an RPA opportunity assessment. M.M.’s Digital Delivery Center (DDC) identifies processes that are suitable for RPA, tests the feasibility of RPA technology, and determines the ROI of automated processes within the organization. This evaluation assists in identifying the degree of RPA competencies and assets needed for each activity.

Solution Design

One of our specialties is creating a customized RPA solution that fits your particular requirements and objectives. Our solution architects calculate the complexity and resource requirement of adopting RPA. This involves determining the ideal infrastructure, RPA software, and the staff’s level of expertise. Throughout the development process, M.M. takes an active role in identifying and reducing risks. Our knowledge enables us to anticipate possible problems and preemptively deal with them, resulting in a seamless deployment.


With a knowledgeable partner, the development and evaluation phase runs smoothly with fewer hiccups. Our team performs User Acceptance Testing (UAT) ahead of the entire implementation. This stage is to make sure that the RPA service lives up to customer requirements. It entails gathering input from users, making incremental improvements, and confirming that the automation is aligned with your expectations.

RPA can be a fantastic tool for organizations since it optimizes productivity and efficiency. However, RPA is only effective when it is applied with an effective approach and vision. Prioritizing procedures and outlining the functions and duties of the individuals involved are essential steps before integrating bots into your business operations. 

You can ensure that your RPA initiative is properly launched and sustained throughout your firm or organization by being prepared and knowing what to expect.

Post-deployment Support & Maintenance

We are committed to providing the highest level of service throughout your automation timeline. M.M. offers its clients 24/7 RPA support in case anything goes wrong. Our team of experts assists in training your staff, troubleshooting any problems and maintaining the overall health of your RPA project. For more information about our managed services, click here.


Umair Maqsood

Director and Head of Digital Delivery Centre at M.M. With over 20 years of professional experience, including software and telecom industries. Has in-depth insight into the life cycle of tailor-made to off the shelf software solutions.
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