Intelligent Automation: 8-Week Assessment

Our intelligent automation services help your enterprise navigate these challenges and take the critical first steps in your intelligent automation journey. Tools like Microsoft Power Automate Desktop enable you to seamlessly introduce easy-to-use robotic process automation (RPA) tools and AI capabilities into your existing workflows.

Whether you want to migrate from an existing RPA solution to Power Automate Desktop or start your intelligent automation journey, we can help.

WHAT WE DO We’ll work with you to build a roadmap that meets your business objectives and your appetite for the adoption of Power Automate and other Microsoft products for automation use cases. In addition, we’ll prepare you for rollout by establishing governance, defining your automation project lifecycle, creating a backlog of high-value automation opportunities, and implementing an initial automation solution.

DISCOVERY: • Organizational Goals: Define organizational goals and objectives for the use of intelligent automation. • Process Discovery: Hold discovery meetings on automation use cases, document current process (up to 10), and define which automations are possible. • Deep Dive: Conduct deep-dive discovery sessions on up to three (3) processes to define the future-state automation. Process mining may be employed for appropriate scenarios. • RPA Platform Consolidation Assessment: Identify opportunities for Power Platform ROI by consolidating RPA vendors

DESIGN • Process Design: Future-state automation processes will be defined for the processes selected for the deep dive. • Power Platform Governance: Define governance, including the environmental strategy, DLP configuration, support processes, and security. • Process Lifecycle: Define the automation project lifecycle, including education and training, identifying opportunities for automation, and defining development, QA, and deployment best practices.

ACTION: • Environment Set Up: Set up a Power Automate development environment. • Proof of Concept: Build, test, and deploy a demonstrable automated business process that can serve as a foundation for adoption in a production environment. • Roadmap: Create a roadmap that satisfies business objectives and defines future automations

OUTCOMES: At the end of the engagement, you will have an executable automation plan that includes measurable organizational goals, a backlog of automation opportunities with documented savings, documentation on automation development best practices, and an executable roadmap for the future.