4 key lessons learned from Prudential's automation journey
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Robotic process automation (RPA) requires identifying high-value processes for automation based on an organization's strategic goals and capabilities. A multi-step approach should identify processes for automation, specify requirements, develop and test bots, then deploy and transition bots to production while establishing monitoring. RPA is a journey that starts small but can create synergies across an organization by reducing costs, improving capacity, and enhancing service.
4 key lessons learned from Prudential's automation journey
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- 6. Let your value proposition guide you
- 7. ✓ ✓ ✓ o o o
- 9. Find synergy with other areas in your organization
- 11. Prepare for building bots…and for challenges
- 12. • Identify processes • Confirm SME availability • Estimate value impact • Prioritize Identify & Prioritize • Access to systems • Define scope • Create process workflow • Document business rules & systems Specify Requirements • Program • Test • Develop Runbook • Develop Operational Contingency Plan Develop & Test • Transition to production • Set in scheduler • Initiate feedback loop • BAU Monitor & Maintenance Deploy & Transition
- 13. Recognize that it’s a journey
- 14. Decide to pursue RPA Start Small
- 15. ✓ ✓ ✓ ✓ ✓ ✓
- 16. ✓ ✓ ✓ ✓ ✓ ✓ ✓
- 17. ✓ ✓ ✓ ✓ ✓ ✓