According to the experience of introducing Robotic Process Automation Example, the approach depends on the scale of the project: how many employees and what qualifications the automation project covers.
If several qualified people are involved, then the following approach works best:
determine the owner of the process - who will be the internal customer and controller;
· describe the goals of the process - what it is for, what is not right now, what are the expectations from this process;
· write a process diagram on paper or in a file;
· discuss and coordinate this process at a meeting with all participants;
· configure the process and start (in Comindware Tracker it takes 2-4 hours);
· make changes along the way.
In the “outline process” phase, it is important to determine the state of what is being monitored. What status change should you observe? For example, if we are talking about the sale process, then the statuses of which objects will be monitored - a commercial offer, transaction or contract? To understand the objects, it is necessary to determine what data to collect and what reports to generate. For example, if a transaction is one, and there may be several contracts for a single transaction (goods, services, support), and reports are needed for the status (amounts, types) of contracts, and for transactions themselves (amounts, closing dates, probability) track 2 objects - and transactions, and contracts for them.
What is the best way to describe the process? If you are not familiar with the notations, then my recommendations below - the Python Citrix Automation specialist will convert the resulting scheme to any popular notation if necessary.
In circles, indicate the state of the object in which it is located for some time and which requires some action on the part of the employee or external information systems in the case of integration. Arrows between the circles indicate the possible routes of movement of the object.
The condition is better described as a static action, for example, Agreement negotiation. Next to the circles, sign up who will be the performer at this stage (state). It is highly desirable that the states be unique, so that you can unambiguously understand at what stage the object is located. If one object passes through the same state several times, it will be difficult to understand the history of its movement.
If you did it - this is already a big step, because you analyzed the real path of the tracking object and, most likely, have already optimized its path. In fact, this work is integrational, and there is no ideal process - it needs to be constantly improved.
Important recommendations that are written everywhere, but few use them - manage the changes, do not drop the implementation project to chance, even if it seems simple and quick. Otherwise, there is a high probability that the project will not give the expected effect and efforts will be wasted. You should not hope for the omnipotence of the mandative approach, since as a result, people work, not computers. In addition, the employees involved will add the value of Citrix App Automation implementation with their expertise, help, suggestions, thus avoiding the extra time and money spent, and vice versa will increase the value of the project. Employees can be involved if we consider them as partners and not as performers. Employees will have the opportunity to prove themselves, to improve their qualifications, to gain new experience, as a result - to increase their value for the company.
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