Join us for an informative community event where we will explore the importance of building a process assessment matrix for RPA! Robotic Process Automation (RPA) is an essential tool that can help businesses improve efficiency and productivity. However, before implementing RPA, it's crucial to evaluate the processes that the technology will automate. Our event will provide attendees with a step-by-step guide to building a process assessment matrix for RPA. Our expert speakers will explain the benefits of using process assessment matrices and discuss how to gather and analyze the necessary data to create a comprehensive assessment. Additionally, attendees will learn how to identify key metrics and criteria to include in the matrix and how to use the results to determine which processes are suitable for RPA implementation. Whether you're a business owner or a technology enthusiast, this event is perfect for anyone looking to improve their understanding of RPA and process assessment matrices. Join us for an evening of insightful discussions and practical advice on how to build a process assessment matrix for RPA effectively. Don't miss out on this fantastic opportunity to learn and network with like-minded individuals! 👨‍🏫👨‍💻 Speakers: Stefano Negro, Torino UiPath Community Chapter Leader & UiPath MVP, RPA Tech Lead @BSP Consultant Enrico Bruno, RPA PM @BSP Consultant

1. Create a Process Assessment
Matrix

2. 2
RPA Tech Lead
s.negro@bspconsultant.it
RPA PM
e.bruno@bspconsultant.it
Stefano Negro Enrico Bruno
Hosts

3. 3
1. Introduction
2. Before the Documentation
3. Process Assessment Matrix
4. What to estimate
5. Examples
6. Q/A
Agenda

4. 4
Introduction

5. 5
Before the Documentation
• Best Practice Agreement
• Coding standards
• Versioning (documentation and development)
• Development effort estimation

6. 6
What to automate
• Repetitive
• Structured
• Well Documented
• High Risk
Why Automate
• Low Added value for
User
• Cost/Benefits Ratio
How Automate
• Opportunity Assessment
• Check technology
constraints (eg. no test
system available)
Process Assessment

7. 7
Process Matrix
Applications Documentation Metrics
• Availability
• Stability
• Security (eg. 2FA)
• Environments
• Workflow Approval
• Fixed logic
• Exception Handling
• Daily Rate
• Experience Rate
• Business Constraints

8. 8
For every PDF
OCR
Extract Barcode
Shared Folder
Step 1 - Get PDF
The user put PDF files
to elaborate in a
specific folder.
The robot is scheduled
daily to retrieve every
PDF and moves it in a
specific “Workload”
folder
Goods Mgmt
Step 2 - Read PDF
The Robot reads document
with OCR. The ones
recognised as valid are passed
to a specific application that
extract Barcode value.
Split PDF
Step 3 - SAP
The Robot updates
Goods status and
values (date,
material nr.
Barcode) on SAP.
Output
Step 4 - Output
PDFs are moved to
“Worked” or “Error”
folder, depending on
outcome, and stores an
Excel report.
Process #1 - DDT Extraction

9. 9
Public Website
Email
Step 1 - Get Email
The User sends an
email with data
regarding the case to
analyze (Case Nr,
Company, Date)
Step 2 - Read Data
The Robot uses public external
company Website to retrieve all
data regarding the case to
update
Step 3 - CRM
The Robot Creates
or updates the Case
on the company
CRM and print the
PDF of the case
Output
Step 4 - Output
A report is
generated and send
to the User email
address, together
with the PDF
Process #2 - Update Case on CRM
CRM

10. 10
• https://community.uipath.com/Torino
Resources