Business Analyst Associate Series 2024 - Week 2 Session 3

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I am a speaker at
Atul Trikha
Chief Technologist, 3 x UiPath MVP, UiPath Ohio Chapter Leader
Peraton
UiPath Community
Busi...

Automation Business Analysis
Fundamentals
Copyright 2023 UiPath

3
Topics: Automation Business Analysis Fundamentals
01
02
03
04
What is Business Analysis?
What is a Process?
The Business...

4
01
02
Introduction to Automation (Covered in Session 1)
Automation Implementation Methodology Fundamentals. (Covered in ...

5
01
02
Define what business analysis is and how it helps organizations in
strategic planning, improved decision-making an...

01
What is Business
Analysis?

7
Business analysis - what is it, and why is it important?
• Business analysis focuses on understanding business
needs and...

8
The importance of business analysis in automation
• It enables organizations to pinpoint automation
opportunities that c...

9
Key areas of focus in business analysis

10
Automation from a business analysis perspective
Identify automation
opportunities by analyzing
inefficiencies in proces...

11
Few industry use cases where business analysis plays a significant role
Banking and finance
Manufacturing
Information t...

12
Next, let’s dive into some essential
terms, including processes, it's
components, and procedures.
Let’s dive in!

02
What is a Process?
The RPA Perspective

14
01
02
Define what a process is and why it is useful.
Explain the differences between a process and a procedure.
At the ...

15
What is a process?
What can
automation do
for me?
Definition: A set of interrelated or interacting activities that tran...

16
Why do organizations need processes?
Planning and executing processes can help with:

17
What is a procedure?
What can
automation do
for me?
A procedure explains:
• who is responsible for each part of the pro...

18
Process Example
Order-to-Cash process description:
1. A Purchase Order is received via email.
2. The agent opens the em...

19
“As-Is” Process Flowchart
OUTLOOK
DESKTOP
ERP
Type in the Company
Specific Values for
the Order (Sales Org,
Division, C...

20
“To-Be” Process Flowchart
OUTLOOK
DESKTOP
ERP
Manual
NO
NO
YES
YES
Automated
Input
Structured?
NO
YES
Select the Approp...

21
Playback time!
• A process is a set of interrelated or interacting activities that transform
inputs into outputs.
• A p...

22
Let’s recap from the previous session,
-the role of an Automation Business
Analyst, including key responsibilities,
ess...

03
The Business Analyst:
Role, Skills, & Challenges
(recap)

24
01
02
Describe the role of a Automation Business Analyst.
Detail the skills and competencies a Automation Business Anal...

25
The Role of a BusinessAnalyst
Business
representatives
Technical solution
team
Business
Analyst
Stakeholders
Processes
...

26
The Role of a BusinessAnalyst
Technical solution
team
Business
representatives
Translates the business problem into
tec...

27
The Role of a BusinessAnalyst
Understands enterprise
problems and goals
Analyze needs and
solutions
Devise strategies
D...

28
Skills Required
Analytical Thinking and
Problem-Solving Skills
Using clear and logical steps in
analyzing a requirement...

29
Challenges Faced by BusinessAnalysts and Possible Solutions
Expectation setting
1
Set the right expectations with all t...

30
Playback time!
• The role of a Business Analyst is to act as a liaison between the
business representatives and the tec...

31
Next, let’s recap from the previous session,
- the stages of an Implementation
Methodology model and the key tasks an
A...

04
Implementation
Methodology Stages
Overview (recap)

33
UiPath Implementation Methodology Model
Kick-off
Business Case &
Technical Validation
Process Analysis
Solution Design
...

34
The Automation Implementation Team
Business
Analyst
Solution
Architect
Project
Manager
Automation
Developer
Stakeholders

35
What tasks does an Automation Business Analyst have during
automation implementation?
The Automation Business Analyst i...

36
Business Case and Technical Validation
Business
Analyst
In the Business Case and Technical Validation stage of the auto...

37
Process Analysis
Business
Analyst
In the Process Analysis stage of the automation implementation, an Automation Busines...

38
User Acceptance Testing (UAT)
Business
Analyst
In the User Acceptance Testing (UAT) stage of the automation implementat...

39
Project Closure
Business
Analyst
In the Project Closure stage of the automation implementation, an Automation Business ...

40
Thank you so much!
Exploring UiPath Tools:
a Business Analyst's Perspective!

The UiPath word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates.
UiPath (R) is ...

Exploring UiPath Tools: a Business
Analyst's Perspective

43
Agenda
01
02
03
04
UiPath discovery Tools
Process Mining
Task Mining
Communication Mining
Task Capture
Automation Hub
D...

44
Discovery with UiPath

45
UiPath Discovery Portfolio

UiPath Process Mining
UiPath

48
UiPath Process Mining
UiPath Process Mining is an AI-powered tool analysing existing workflows, revealing patterns and ...

49
Why UiPath Process Mining?
How we expect a process to work Versus
How it works in reality
Shows the real, rather than i...

50
How does UiPath Process Mining work?

UiPath Task Mining
UiPath

52
UiPath Task Mining
UiPath Task Mining serves as an automation discovery tool, observing employees as they execute their...

53
Why UiPath Task Mining ?
Saves time and ensures that high-value
automation opportunities are not
overlooked
Empowers or...

54
Task Mining Project Stages

55
Task Mining v/s Process Mining
Aspect Task Mining Process Mining
Focus Area
Individual tasks performed by
employees.
En...

UiPath Task Capture
UiPath

57
What is Task Capture?
A process discovery tool used to help business users, Center of Excellence
(CoE) leaders and RPA ...

58
Main Benefits of Task Capture?
Data-Driven
Approach
Eliminate
Manual Work
Generate
Documentation
Flexibility
The app ga...

59
Capture option
• Best suitable for linear and simple
process
• Automatically captures the action
performed
• Two captur...

60
Capture process using Recorder
By default, Task Capture generates screenshots for every action you perform - mouse clic...

61
Build diagram
- Build the diagram with necessary action points.
- Capture the steps for each task.
- Customize the capt...

62
Save and Export the file
Word (.docx)
Enables you to export the workflow diagram in Word format
and edit it whenever ne...

UiPath Automation Hub
UiPath

64
What is Automation Hub?
UiPath Automation Hub enables
you to centrally manage your
automation opportunities pipeline
an...

65
The C-Suite
• Automation is your differentiator.
Unleash your organization’s
untapped ideas, improve employee
engagemen...

UiPath Document
Understanding
UiPath

70
What is Document Understanding

71
Document processing can be a challenge
Manually extract,
interpret, act upon
Variety of document
types and quality
Cost...

72
Document processing can be a solution
Delegation to robots
using AI to understand
documents
Automatic processing
and hu...

73
Which documents can be handled by Document Understanding?

UiPath Communication
Mining
UiPath

75
Communication mining
UiPath Communications Mining turns unstructured electronic communications data (e.g. emails, ticke...

76
What Communication mining do
It is a powerful, no-code NLP solution that combines unsupervised learning with employee-l...

77
Communication mining
Regardless of whether you are a subject matter expert or a non-technical member of staff, you can ...

THANK YOU !

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