Based on our real-time implementation experience, we are sharing RPA recommendations and Best practices.
Also, these below-given points could act as a comprehensive list of Do’s & Don’ts suggestions related to the Robotic Process Automation for the readers.
RPA Recommendations
- RPA is not a project it is a journey (collaborative one).
- Create a Digital Workforce policy in the organization.
- Define process interactions and potential impacts on the organization and existing processes.
- Program governance plays a major role and is the key to success.
- Don’t mechanically deploy RPA – implement it around complex business challenges to achieve specific business outcomes.
- RPA architecture plays a significant role – leverage IT architects, cyber/cloud architects of your team/partner teams.
- Monitor and correlate anomalies with other events on the network.
- Assign a custodian or Bot manager to enhance the security of the Bot.
- RPA is a massive change – identify & develop strong change champions who can help you drive such a big change.
- RPA partner involvement – don’t choose the RPA vendor, choose a collaborative partner, and ensure they are engaged throughout.
RPA Best Practices
- Focus on “Data Protection by Design”.
- Implement role-based Access Controls (RBAC) to confidential data/roles and for RPA Governance.
- Use servers for BOT management by BOT Owners.
- Focus on Active Directory integration.
- Involve & Leverage Information Security Team expertise to address data sensitivity for RPA processes.
- Invest in sound infrastructure for the BOTS preferably a cloud environment – Don’t forget ITGC/PM/CM controls.
- Develop business continuity planning in case of major IT release and fail-safe scenarios.
- Customize at an application level wherever required to reduce risk.
- Implement SOD (required) to avoid conflict of interest.
- Implement separate environments for development, testing, and production.
We hope our compiled list of RPA Recommendations and Best Practices would help you in your RPA journey. If you find this helpful, please share it with your friends and colleagues.