Ingram Micro - Microsoft Power Automate – Discovery Package

The initial steps to undertake in delivering the organization’s goals are to identify the most critical business imperatives that we need to address and what are the approaches to conduct to ensure the goal will be met. There are different stages and methodologies the team follows to ensure a clear roadmap and execution strategies are delivered.

The initial steps to undertake in delivering the organization’s goals are to identify the most critical business imperatives that we need to address and what are the approaches to conduct to ensure the goal will be met. There are different stages and methodologies the team follows to ensure a clear roadmap and execution strategies are delivered.

1. RPA Visioning Workshop – The goal of the workshop is to bring all the organization's leadership perspectives together and identify the critical goals to commit to as an organization through Automation / Digital Transformation. Based on these goals, a digital transformation roadmap will be created with various short-term and long-term activities relevant to the goals.
2. Ideation Workshop – From the identified goals and opportunities, the project team will gather relative information about the process where the opportunity lies, analyze the available data, and validate the feasibility of automation. The conclusion of an Ideation Workshop is the presence of a ‘Business Opportunity List Tracker’ wherein a suitable high-level fitment study is performed, and automation potential is arrived at.
3. Stakeholder – SME Interviews – during Process Discovery sessions, it is important to get the RPA (Robotic Process Automation) Business Analyst to meet with a Subject Matter Expert (SME) from a business unit or department to map the As-Is process, the meeting is typically driven by several objectives and expectations from both parties. Here's an outline.

Objectives of the RPA Business Analyst:

1. Process Understanding: Gain a deep understanding of the current process, including its purpose, inputs, outputs, and steps involved.
2. Identify Automation Opportunities: Identify the parts of the process that are manual, repetitive, and rule-based, which are usually the best candidates for automation. Also, look at other potential digital transformations that could be applied to the process to aid in the main objective.
3. Uncover Bottlenecks and Inefficiencies: Look for areas within the process that are inefficient or prone to error and could benefit from automation.
4. Develop a Process Map: Document the process in detail, creating a process map or flowchart that outlines each step.
5. Clarify Technical Requirements: Understand the technical aspects of the process, such as the systems and tools currently in use, and when those applications and systems undergo upgrades and/or maintenance.
6. Establish Success Metrics: Define what a successful automation outcome looks like and how it will be measured against the wider business unit or department goals.