RPA Process Assessment

12/24/2023
for

Process name: Create Sales Order GM t choose process from the list

Area: O2C Priority: No

Deployment complexity

0 2 4 6 8 10 12 14 16 18 20
weeks

Estimated implementation
Transaction volume Estimated FTE savings
[weeks]

20 1.0 10

Process suitability

69%

Process suitability questionaire

Questions Answers Score

Are there any changes planned in the Standard applications update, no business
process? process changes planned
Transactional repetitive processing using
What is the process nature?
simple rules
Process already including multiple scripting
What is the level of process automation?
solutions

Number of input data sources Not Required or Single Format Based

Does the input contain data in legible

Structured Electronic text
format?

Are the inputs standardized? No

Not required or Only data format changes

Data Formatting
required
Project Role Model

qchoose processes for project scope from the below list

Development,
Business
Processes name Complexity testing &
analysis
deployment
Cylinder Error Log COMPLEX 2 14

TQ Account Statement SIMPLE 1 4

Collection Tracking COMPLEX 2 21

Total 5 39

Hypercare per process Contingency [%]

Effort [weeks] [weeks] (time buffer)

choose processes from the list u 3

Role model

Role Grade

Lead Architect C1

Business Analyst B2

Developer B1

Infra Specialist B2

Senior Dev / QA / Code control C1

Expert pool D1
 for

Total
implementation
effort
16

23

44

Contingency [%]
(time buffer)

10%

Estimated effort [days]

203

28

265

27

40

28

591
Multiple process comparision
up to 15 opportunities for

Processes summary Estimated effort [weeks]

Business Testing & Total

Processes name Complexity FTE Savings Development Priority
analysis deployment implementation

Upload Delivery Slips (O2C) COMPLEX 1.50 2 9 2 13 Yes

Create Sales Order GM (O2C) MEDIUM 1.00 2 6 2 10 No
Cylinder Error Log (P2P) COMPLEX 2.00 2 12 2 16 No
TQ Account Statement (HR) SIMPLE 0.50 1 3 1 5 No
Collection Tracking (O2C) COMPLEX 1.50 2 19 2 23 Yes

Processes comparision

Implementation time [weeks]

2.50
Quick Wins

2.00
Cylinder Error Log
(P2P)
FTE benefit

1.50
Upload Delivery Slips
(O2C)

1.00
Create Sales Order
GM (O2C)

0.50
TQ Account Statement
(HR)

Not suitable
0.00
2 4 6 8 10 12 14 16 18 20
 UiPath Implementation assessment calculator
Below assement is used in order to calculate approximate effort required to deliver RPA automation. Given times are refering to Business Analyst for
and Developer effort needed to complete Analyze 2 Deploy phase. Please note that hypercare period, as well as effort for core project roles (Lead
Architects, Peer Reviewer, Expert poll) is not included. For that purpose please use tab "Project Roles"

List all systems/applications involved in the process.

hours weeks Remember about all variants and exceptions.
Does the input Citrix/
Other comments:
Are there any contain data in Remote -
Are the inputs legal Citrix/
transitions / legible* format? Web data Total
Exceptional Business What is the level of standardized*? requirements, Desktop Terminal Remote -
Volume of Potential Development Development Developmen Testing & transformations / What is the Number of input based Oracle/ input and number
No. Area Process name Frequency priority for Complexity analyst TOTAL Feasible? process Data Formatting system applicatio SAP MS Office Applicati data
items saving (FTE) effort (min) effort (max) t effort deployment system & platforms process nature? data sources *readable, n
applicatio
on input
Java app read of of
business effort automation? *e.g. templates restrictions, third n any screens
changes planned in electronic, only
exist party informati
the process? throughout entire
dependencies on
process
Processing activity

Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of Number of
Major applications or Non structured or

screens
based on complex, Data must be
1 O2C Upload Delivery Slips Daily 200 1.5 Yes COMPLEX 287 401 9 2 2 13 NO Business process flow Highly manual process Multi Source Based Scanned text or Yes 2 2 2 6
conditional rules- converted/translated
changes Image
based logic
Standard applications
Transactional Process already including Not required or Only

screens
update, no business Not Required or Structured Electronic
2 O2C Create Sales Order GM Weekly 20 1 No MEDIUM 206 288 6 2 2 10 YES repetitive processing multiple scripting No data format changes 1 22 2 25
process changes Single Format Based text
using simple rules solutions required
planned
Applications under Transactional
Partially structured, Data must be

screens
development or processing based on Partially automated
3 P2P Cylinder Error Log Daily 40 2 No COMPLEX 384 537 12 2 2 16 NO Multi Source Based standard format - Partially extracted, converted 1 20 2 23
Business process being simple rules-based process
Electronic text and translated
defined logic
Standard applications
Transactional

screens
update, no business Structured Electronic Data must be
4 HR TQ Account Statement Monthly 10 0.5 No SIMPLE 82 114 3 1 1 5 YES repetitive processing Highly manual process Multi Source Based Yes 1 2 2 2 7
process changes text converted/translated
using simple rules
planned
Standard applications Processing activity
Non structured or Not required or Only

screens
update, no business based on complex, Not Required or
5 O2C Collection Tracking Daily 100 1.5 Yes COMPLEX 613 858 19 2 2 23 NO Highly manual process Scanned text or Yes data format changes 2 30 25 15 72
process changes conditional rules- Single Format Based
Image required
planned based logic

screens
6 1 1

screens
7 1 1

screens
8 1 1

screens
9 1 1

screens
10 1 1

screens
11 1 1

screens
12 1 1

screens
13 1 1

screens
14 1 1

screens
15 1 1
Project Role Model
for

Process name: Create Sales Order GM t choose process from the list

Area: O2C
Complexity MEDIUM

Estimated effort [weeks]

Development, testing Total

Business Analysis
& deployment implementation

2 8 10

Contingency [%]
Hypercare
Hypercare[weeks] Contingency
[weeks] (time buffer) [%]

Please choose u 3 30%

Role model

Role Grade Estimated effort [days]

Lead Architect C1 26

Business Analyst B2 13

Developer B1 72

Infra Specialist B2 16
Senior Dev / QA / Code
control
C1 11

Expert pool D1 6

144
 FTE Calculator
Working Days per Month 20
Working Hours per day 18.0

Volume (Per Time Consumed Per Monthly Time Current FTE

Process/Activity Frequency
month) Transaction (mins) Consumed (Min) (Min/Month)
Process 1 Daily 2000 4 8000.00 0.37
Process 2 Daily 6000 3 18000.00 0.83
Process 3 Daily 5000 2 10000.00 0.46
Process 4 Daily 1150 20 23000.00 1.06
Automation Automation
% Benefits (FTE)

50% 0.185
100% 0.833
70% 0.324
30% 0.319