1. Business
Analyst
Series 2023
By UiPath Community &
The Next Innings

2. 2
Who is an RPA Business Analyst ?
• The RPA Business Analyst is characterized by
process experience & analytical thinking which
forms the bridge between the Developers and the
subject matter expert (SMEs) of the company’s
domain teams.
• The BA plays a pivotal and instrumental role in
RPA Projects
• BA is involved from the IPA to Delivery of the
project to the last stages of RPA implementation

3. 3

4. 4
Roles and Responsibilities of RPA BA
Work with the teams in the identification of business
requirements.
Creating Documents (Business Case, PDD, Test Cases etc.)
Automation Pipeline Creation
Departmental planning and Scheduling
Compliance Monitoring
Risk Management
Profitability Analysis
Reporting to stakeholders

5. 5
Skills
required to
become an
RPA BA ?
A good understanding of
the business and
industry he/she is
analysing.
A great level of curiosity
and exceptional
communication skills
To be able to ask good
questions and have the
patience to listen to
complicated
explanations.
Good analytical skills
with the ability to
analyse requirements
from different angles
with clear and logical
thinking.
A “zoom-in zoom-out”
approach in identifying
the best solution, always
ensuring that the steps
taken are coherent with
the program vision.

6. 6
Challenges faced by RPA BA
Process Analysis Issue
Business Case Issue
Issues during RPA Development
Mismanagement of Responsibilities
Lack of help from the business team
Biases & Lack of RPA awareness
Maintenance of RPA

7. 7
General/Indicative Career Path for BA
RPA BA
RPA
Senior
BA
RPA
Lead
RPA
Project
Manager
RPA
Delivery
Manager

8. RPA BA
Activities &
Documentation

9. 9
KeyActivities by a BA in Discovery Stage
A framework used to create visual representations of work processes.
o Understand the ecosystem
o Identify Tools
o Define workshop schedule
o Inform Stakeholders
o Set Expectation
o Inform about Limitations
1
o Initiate IPA
o Choose a good RPA use
case
o Collate all information
to build As Is/ To be
Maps and PDD
2
o Build PDD and Maps
o Complexity Analysis
o Sign-off & Client Management
o Pipeline Management*
o Conduct BOT Sizing & Pricing*
o Build Proposal*
3
Set the stage Get an understanding Document your understanding

10. 10
Things to keep in Mind!
o Do not Assume – Ask a lot of questions
o Process Maps are blueprints on which the
automation solution lies
o Deviations from the agreed maps – Affects cost ,
timelines and unhappy clients
o Every information provided by the client must be
documented .
o Most of the process contains very sensitive
information sometimes credentials to access very
sensitive data .
o Never share confidential documents.

11. 11
Process Definition Document (PDD) 1/2
This document is prepared by the Business Analyst, and this is
considered as a Business Requirements Document. This
document contains below items -
• Document History - Name Of Author, Approver and
Document Version
• Process key contact - Process Owner, Process Reviewer
and Process SME.
• AS IS process - Like Process map , Process Steps , Process
Required Applications
• TO BE Process - Expected Design of the Business Process
• In/Out Scope for RPA
• Business/Application Exceptions
• Reporting

12. 12
Who all are uses this document and Why?
Process SME/Manager :
To Confirm and Validate Captured Requirement
Tech Lead/Architect :
To Design To Be Process Flow which be executed by the
BOT
Developer:
Use mentioned requirements to create Solution Design
Document and BOT Development
Business Analyst/Tester :
To Create Test Scenarios and Test Cases
Let’s have a look at PDD Sample
Process Definition Document (PDD) 2/2

13. 13
On a lighter note ;)
Streamlining
Standardization
Exploring ERP
Functionalities
Intelligent
Automation

14. 14
Q&A

15. 15
Day 2

16. 16
Automation Implementation Lifecycle

17. 17
One Stop Shop for end-to-end Automation

18. 18
The Business Automation Platform
Pillar 1
Pillar 2
Pillar 3

19. 19
Challenges faced by RPA BA
Process Analysis Issue
Business Case Issue
Issues during RPA Development
Mismanagement of Responsibilities
Lack of help from the business team
Biases & Lack of RPA awareness
Pipeline Creation

20. 20

21. 21
Task Mining
With Task Mining, you can capture and analyze user
interaction data with various applications, systems, and
devices to understand how people perform their work.
Business Analysts can leverage Task Mining to gain
valuable insights into the performance of business
processes, identify areas for improvement, and optimize
workflows.
Here are some of the ways in which Business Analysts can
use UiPath Task Mining -
• Process Optimization
• Compliance
• Employee Training

22. 22
Process Mining
With Process Mining, you can use data from IT systems to
create visual representations of business processes.
Business Analysts can use Process Mining to gain insights
into process performance, identify inefficiencies, and
optimize processes for maximum efficiency.
Here are some of the ways in which Business Analysts can
use UiPath Process Mining -
• Process Discovery
• Performance Analysis
• Compliance Monitoring

23. 23
Automation Hub
With Automation Hub, you can identify mind-numbing tasks and submit ideas
that'll be converted into useful automations.
You can streamline the process of identifying, prioritizing, and managing
automation opportunities within your organization.
Here are some of the ways in which Business Analysts can use UiPath Automation
Hub.
• Identify automation opportunities and prioritization
• Collaborate with other teams
• Process assessment and documentation
• Manage automation projects

24. 24
Communication Mining
UiPath Communications Mining allows organizations to
extract insights from unstructured data in communications,
such as emails, chat messages, and social media posts.
It uses advanced natural language processing (NLP)
techniques to analyze and understand the meaning of text-
based communications, allowing businesses to gain insights
into customer sentiment, trends, and behaviors.
Here are some of the ways in which Business Analysts can use
UiPath Communication Mining -
• Customer Service
• Marketing
• Sales

25. 25
Traditional Discovery VS Automated Discovery
Improvingaccuracy: Identifying credible automation
pipelines
Improving employee experience: Uncovering hotspots
and bottlenecks employees face with applications or
while executing tasks
Tracking KPIs: Tracking KPIs of individual, often overlooked
tasks
Making data-informed process improvement
decisions: Ensuring compliance is increased
Creating alignment across the team: Providing an easy way to
build documentation and visualizations through process
mapping and other automation tools
Optimizing business processes: Gaining a better understanding
of business processes

26. 26
Quiz

27. 27
Q&A