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One Size Fits All? Think again.
This is your guide to finding the
right provider for your RPA journey.
1 INTRODUCTION
2 PRODUCT ARCHITECTURE & FUNCTIONALITY
3 USABILITY & IMPLEMENTATION
4 RELATIONSHIP WITH THE VENDOR
INTRODUCTION
As many prospects will
probably aver, different
RPA providers appear to
have varying standards for
what an RPA product
should be. Assuming they
even share a standard
definition of RPA. Which
they mostly don’t. So you
are better off not expecting
RPA opportunities to come
in universal sizes. The
reality is all robotic
process automation
providers specialize their
offers differently.
What you need to do
though is to search for a
solution that most closely
matches you and is
tailored without flaw. Of
course, this is no easy
quest either, but there are
clues lurking at the seams,
and it’s where all the
pieces (RPA is not a single
‘thing’) come together in a
final design.
After years of experience
working with clients and
service providers
implementing RPA across
a variety of business
scenarios, we were able to
record the efforts behind
an organization’s selection
process, and map against
them if not exhaustively -
impossible, really - at least
as comprehensively as
possible a set of
fundamental guidelines to
help you go through the
process more effectively.
What we’ve learned and
will now share with you is
essentially the good old
knowledge that as long as
you ask the right
questions, you have a very
good shot at success.
Your guide to finding the right provider for your RPA Journey
PRODUCT ARCHITECTURE & FUNCTIONALITY
Your guide to finding the right provider for your RPA Journey
When evaluating a certain RPA provider, the first thing you will be
looking at is how their product is designed and structured. This will
reflect upon the entirety of your automation project. How efficiently
and effectively does the product’s architectural and functional
capability adapt to your requirements? Ask yourself these
questions:
IS THE TOOL BUILT FOR
THE ENTERPRISE?
Not all RPA tools are able
to perform at the
enterprise level and deliver
enterprise-wide
automation benefits. This
is an important concept.
Enterprise ready means
the solution should be
supported by a platform
covering most if not all key
functions like release
management, reporting,
auditing and analytics in
full compliance with
enterprise security and
governance best practices,
remote control, centralized
scheduling, workload
management and assets
management. And
whether you need an RPA
solution for attended
automation (RDA - Robotic
Desktop Automation
running on the employee’s
desktop) or unattended
(autonomous robots
deployed on numerous
machines that run without
the need for constant
supervision), or both -
there’s only a handful of
providers who can do this -
obviously represents a big
part of your decision-
making.
Your guide to finding the right provider for your RPA Journey
DOES IT ENSURE
SCALABILITY?
An absolute must! The
ease and speed of
scalability represent some
of the major strengths of
an RPA platform. Focus
on vendors that can offer
both on-premises and
cloud deployment.
Infrastructure scalability is
key, but so is operational
scalability. In selecting a
tool, consider that your
automation volumes will
inherently fluctuate, at
times during a single day.
You will want to be able to
rely on a solution that
enables you to adjust the
robotic work effort on the
spot, whenever necessary.
DOES IT HAVE THE
EXTENSIBILITY I NEED
FOR COMPLEX
AUTOMATION NEEDS?
As I was saying, RPA is
not a marble block that
you fix in one place and
never move. RPA products
need to have the flexibility
and extensibility to
integrate effortlessly with
third party technologies
such as BPMs and
cognitive tools for
processing unstructured
data, which is the Achilles
heel of RPA. Look for
vendors with a logical
roadmap that involves
digitization and the
development of cognitive
intelligence with machine
learning capabilities.
DOES IT MEET
SECURITY
REQUIREMENTS?
There is no compromise to
be made with regards to
security measures. In
order to ensure that all
controls are in place, make
sure the tool checks for
real time, centrally
managed command and
control capabilities to
monitor and measure
robot performance and
extensive access
management controls.
Auditability is a mandatory
feature, together with
advanced analytical
reporting & personalized
dashboards.
Your guide to finding the right provider for your RPA Journey
IS THE TOOL INTUITIVE
AND EASY TO (RE)USE?
Needless to say, the
implications for the
product’s usability are
great. Whether the tool is
easily configurable and
manageable by business
users, has a quick learning
curve and ensures
reusability features will
determine the ease and
speed of the
implementation. Verify that
the tool has smart
recording capabilities and
offers high precision
automation with advanced
image recognition
features.
DOES THE SOLUTION
ENSURE DEPLOYMENT
FLEXIBILITY?
This is an important
criterion for your vendor
selection process. Your
business will have its
unique deployment
scenarios. A flexible
deployment model is
required to accommodate
your needs at a specific
stage, from piloting the
solution to scale-up and
industrialization.
Look for complete
solutions that offer both
the possibility to deploy on
physical machines, on
premises, as well as on a
strong and scalable cloud
platform that ensures
autonomy, privacy, and
security.
USABILITY & IMPLEMENTATION
Implementation time will represent 30% to 75% of your RPA
operations costs and it usually amounts to 2-3 times higher than the
licensing costs. How fast and how effective you will go through this
process depends greatly on what tool set you will be choosing.
Your guide to finding the right provider for your RPA Journey
WILL THE PROVIDER
ACTIVELY SUPPORT ME
THROUGHOUT MY RPA
JOURNEY?
You should build an
automation strategy and
implement RPA
enterprise-wide if you want
to capture the full ROI. For
this you will need to make
sure the vendor is
equipped with the right set
of instruments and the
support to accompany you
on your RPA journey from
proof of concept to
implementation.
WILL HE EMPOWER ME
TO BECOME SELF-
SUSTAINABLE AND
FUTURE-PROOF?
The best way to implement
RPA strategically is to
institute an RPA Center-
Of-Excellence. This will
establish a predictable and
durable foundation for
RPA inside your
organization, with the skills
and expertise deeply
rooted and the resources
ready to be redistributed
across future
deployments.
Strong vendor support,
extensive documentation,
and customized training
programs will create the
environment for swift
deployment and will
ensure a robust
maintenance process.
RELATIONSHIP WITH THE VENDOR
Your partnership with the vendor and the quality of professional
services will determine your capacity for self-sufficiency and
resilience. On top of that, how you make use of this strategically will
have a definitive impact on your project.
Your guide to finding the right provider for your RPA Journey
When assessing and evaluating all these key factors in the
technology and service level aspects of the RPA provider, it is not a
bad idea to also have clear from the beginning what your desired
outcome is, what your business requirements and expectations are.
So ask yourself one last question: do you know what it
is you want to accomplish?
This way you will better anchor yourself when evaluating the
providers’ capability to deliver it to you.

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Your guide to finding the right provider for your RPA Journey

  • 1. One Size Fits All? Think again. This is your guide to finding the right provider for your RPA journey. 1 INTRODUCTION 2 PRODUCT ARCHITECTURE & FUNCTIONALITY 3 USABILITY & IMPLEMENTATION 4 RELATIONSHIP WITH THE VENDOR
  • 2. INTRODUCTION As many prospects will probably aver, different RPA providers appear to have varying standards for what an RPA product should be. Assuming they even share a standard definition of RPA. Which they mostly don’t. So you are better off not expecting RPA opportunities to come in universal sizes. The reality is all robotic process automation providers specialize their offers differently. What you need to do though is to search for a solution that most closely matches you and is tailored without flaw. Of course, this is no easy quest either, but there are clues lurking at the seams, and it’s where all the pieces (RPA is not a single ‘thing’) come together in a final design. After years of experience working with clients and service providers implementing RPA across a variety of business scenarios, we were able to record the efforts behind an organization’s selection process, and map against them if not exhaustively - impossible, really - at least as comprehensively as possible a set of fundamental guidelines to help you go through the process more effectively. What we’ve learned and will now share with you is essentially the good old knowledge that as long as you ask the right questions, you have a very good shot at success. Your guide to finding the right provider for your RPA Journey
  • 3. PRODUCT ARCHITECTURE & FUNCTIONALITY Your guide to finding the right provider for your RPA Journey When evaluating a certain RPA provider, the first thing you will be looking at is how their product is designed and structured. This will reflect upon the entirety of your automation project. How efficiently and effectively does the product’s architectural and functional capability adapt to your requirements? Ask yourself these questions: IS THE TOOL BUILT FOR THE ENTERPRISE? Not all RPA tools are able to perform at the enterprise level and deliver enterprise-wide automation benefits. This is an important concept. Enterprise ready means the solution should be supported by a platform covering most if not all key functions like release management, reporting, auditing and analytics in full compliance with enterprise security and governance best practices, remote control, centralized scheduling, workload management and assets management. And whether you need an RPA solution for attended automation (RDA - Robotic Desktop Automation running on the employee’s desktop) or unattended (autonomous robots deployed on numerous machines that run without the need for constant supervision), or both - there’s only a handful of providers who can do this - obviously represents a big part of your decision- making.
  • 4. Your guide to finding the right provider for your RPA Journey DOES IT ENSURE SCALABILITY? An absolute must! The ease and speed of scalability represent some of the major strengths of an RPA platform. Focus on vendors that can offer both on-premises and cloud deployment. Infrastructure scalability is key, but so is operational scalability. In selecting a tool, consider that your automation volumes will inherently fluctuate, at times during a single day. You will want to be able to rely on a solution that enables you to adjust the robotic work effort on the spot, whenever necessary. DOES IT HAVE THE EXTENSIBILITY I NEED FOR COMPLEX AUTOMATION NEEDS? As I was saying, RPA is not a marble block that you fix in one place and never move. RPA products need to have the flexibility and extensibility to integrate effortlessly with third party technologies such as BPMs and cognitive tools for processing unstructured data, which is the Achilles heel of RPA. Look for vendors with a logical roadmap that involves digitization and the development of cognitive intelligence with machine learning capabilities. DOES IT MEET SECURITY REQUIREMENTS? There is no compromise to be made with regards to security measures. In order to ensure that all controls are in place, make sure the tool checks for real time, centrally managed command and control capabilities to monitor and measure robot performance and extensive access management controls. Auditability is a mandatory feature, together with advanced analytical reporting & personalized dashboards.
  • 5. Your guide to finding the right provider for your RPA Journey IS THE TOOL INTUITIVE AND EASY TO (RE)USE? Needless to say, the implications for the product’s usability are great. Whether the tool is easily configurable and manageable by business users, has a quick learning curve and ensures reusability features will determine the ease and speed of the implementation. Verify that the tool has smart recording capabilities and offers high precision automation with advanced image recognition features. DOES THE SOLUTION ENSURE DEPLOYMENT FLEXIBILITY? This is an important criterion for your vendor selection process. Your business will have its unique deployment scenarios. A flexible deployment model is required to accommodate your needs at a specific stage, from piloting the solution to scale-up and industrialization. Look for complete solutions that offer both the possibility to deploy on physical machines, on premises, as well as on a strong and scalable cloud platform that ensures autonomy, privacy, and security. USABILITY & IMPLEMENTATION Implementation time will represent 30% to 75% of your RPA operations costs and it usually amounts to 2-3 times higher than the licensing costs. How fast and how effective you will go through this process depends greatly on what tool set you will be choosing.
  • 6. Your guide to finding the right provider for your RPA Journey WILL THE PROVIDER ACTIVELY SUPPORT ME THROUGHOUT MY RPA JOURNEY? You should build an automation strategy and implement RPA enterprise-wide if you want to capture the full ROI. For this you will need to make sure the vendor is equipped with the right set of instruments and the support to accompany you on your RPA journey from proof of concept to implementation. WILL HE EMPOWER ME TO BECOME SELF- SUSTAINABLE AND FUTURE-PROOF? The best way to implement RPA strategically is to institute an RPA Center- Of-Excellence. This will establish a predictable and durable foundation for RPA inside your organization, with the skills and expertise deeply rooted and the resources ready to be redistributed across future deployments. Strong vendor support, extensive documentation, and customized training programs will create the environment for swift deployment and will ensure a robust maintenance process. RELATIONSHIP WITH THE VENDOR Your partnership with the vendor and the quality of professional services will determine your capacity for self-sufficiency and resilience. On top of that, how you make use of this strategically will have a definitive impact on your project.
  • 7. Your guide to finding the right provider for your RPA Journey When assessing and evaluating all these key factors in the technology and service level aspects of the RPA provider, it is not a bad idea to also have clear from the beginning what your desired outcome is, what your business requirements and expectations are. So ask yourself one last question: do you know what it is you want to accomplish? This way you will better anchor yourself when evaluating the providers’ capability to deliver it to you.