Use of intelligent automation

1 - 30 Days: Raise awareness, align functions and mobilize resources, including a strong sponsor

• Engage and align expectations

Raise awareness across functions of what intelligent automation can do, and define who will lead the charge.

• Identify existing transformation initiatives
  

Consider all existing channels and in-flight programs to reduce any business disruptions.

• Organize around a program of work
  

Dedicated financial and human resources will become critical success factors.

• Identify your automation evangelists
  

A core, blended delivery team is essential in establishing the tools and methods that will enable your intelligent automation program.

30 - 60 Days: Assess initial opportunities and conduct a proof of concept.

• Decide on a methodology, from assessment to deployment
  

Agree on a methodology that will work in your organization to assess opportunities and aid deployment.

• Create a matrix for assessing and prioritizing automation activities

This will help you identify quick wins and deliver value early using predefined prioritization criteria.

• Combine automation with other transformation levers

Consider automation in conjunction with other transformation levers such as process engineering and system integration.

• Conduct a technology capability assessment
  

Review the existing technology landscape in detail to prepare your infrastructure.

• Define your capability delivery model
  

Agree on how you will build an internal automation capability.

60 - 100 Days: Assess proof of concept results, define your framework and build a roadmap to begin development at scale.

• Assess and select vendors

Choose a vendor that meets the needs of today and tomorrow and gives you scalability and accelerated integration across different products.

• Deploy a proof of concept to assess suitability

Test to see whether the vendor’s technology is fit for purpose, robust and scalable across your organization.

• Deploy infrastructure requirements

This will become a critical element to move into production at scale, beyond the first 100-day period.

• Define and start building your Center of Excellence

The new digital operation will require a framework for governance and change.

• Develop an adoption roadmap
  

Outline what your automation journey looks like based on your defined case for change and business priorities.