Robotic Operating Model

Enterprise Robotic Operating Model

Vision

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 The Robotic Operating Model is Blue Prism’s industry
leading approach to successfully providing maximum
business benefit through the scaled deployment of Robotic
Process Automation that rapidly delivers on-going
business value through the identification and automation of
manual processes within a structured and controlled, IT
approved environment.

It provides the foundations for evolving the traditional

Target Operating Model to embrace the robots and
establish a seamless bi-directional flow of work between the
human and the digital workforce.

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 The Seven Foundations of a Robotic Operating Model

Demand Management Operations Business Benefit

Operationally Led Centre of Excellence

Governance & Delivery

Vision Organization Service Model People Technology
Pipeline Methodology

Identifying the expected Defining the Defining the process Defining the optimal Agreeing the engagement Defining the roles and Defining a highly scalable
business benefits and organizational design that discovery approach to delivery methodology model required to responsibilities and maintainable
outlining how these align best supports delivery of create a credible method and embedding policies support operational Supporting the selection technical architecture
to corporate strategy the RPA capability and in selecting processes for for rapid and efficient processes of candidates for all roles and associated strategies
aligns with corporate the pipeline governed by Defining the
strategy and culture a procedure to prioritize delivery of Blue Prism Defining which ensure the
processes in a structured, management, reporting, training/mentoring environment is being set
the demand to maximize scheduling and referral
the associated business controlled and repeatable approach for the Blue up to allow maximum
handling processes for Prism delivery and
benefit realization manner business benefit
BAU support teams

IT Supported Enterprise Infrastructure

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Vision
Identifying the expected business benefits and outlining how
these align to corporate strategy

Robotic Operating Model

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 Robotic Operating Model - Vision OVERVIEW

The RPA Vision needs to outline how RPA will evangelize the expected value to the
organization and outlining how these align to corporate strategy.

The vision should compliment the expected benefits of RPA and outline how they align with your corporate
strategy. It should be cascaded from the top of the organization to ensure that the transformational change
required to establish a successful RPA capability is embraced and supported by all key stakeholders across the
company.

In order to succeed, the project will require buy-in from a core group of evangelists, spanning the business
and IT, who will use their unified vision to get the rest of the company on board with the cultural change that
automation will bring.

Unlike other technology-driven initiatives, automation is most successful when it is driven by the business and
supported by IT. Since the business realizes the efficiency and productivity benefits, it is best positioned to
understand the goals and determine success for the endeavour and be the driving force behind the change.

IT, on the other hand, will have its own enterprise-grade standards that need to be met, and will be
instrumental in giving the digital workforce the data center access it needs to be truly effective.

Until you are able to articulate a clear shared vision, you are unlikely to win
over all the key stakeholders that you need in an organization to make your
implementation a success.

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RPA Vision Statement
Defining the vision for process automation is identifying the expected business benefits
and outlining how these align to corporate strategy
Review Corporate Strategy
• Understand what the current strategy,
mission and goals are for the
organization moving forwards to the
future
• Enables further understanding of how
RPA can then be aligned with the
corporate strategy
• Ensure a clear plan is understood for
how the organization is looking to
achieve the corporate strategy and
what business benefits are expected
from implementing such a successful
strategy.
• Identify what the key goals and mission
statements are for requiring such
corporate strategy to be deployed
Defining a Vision
Define RPA Vision Statement
• Clearly describes the expected benefits
of RPA and outlines how they align
with your corporate strategy.
• Ensure the vision defined describes the
main drivers for opting to utilize an
RPA Platform
• Describe how those drivers will be
achieved capitalizing on an RPA
Platform and how a Digital Workforce
will be integrated within the
organization
• Ensure the key principles for
determining where Blue Prism would
be used and where other technologies
or resources will be required are
specified in the vision
Evangelizing the future
• Evangelizes the expected value to the
organization and outlines how these
align to corporate strategy.
• Clear targets and benefits to be
achieved are set out and need all
senior level stakeholders to be signed
up to what has been defined.
• Ensure the vision defines how the RPA
Platform will not meet those expected
business benefits, but what the plan is
to evangelise RPA into the fabrications
of the organizations way of working.
• Define clearly the RPA Platform will
become a new way of working but
when embedded it will become a core
platform in the organization
Cultural Adoption
• Drives the cultural adoption of the
oncoming transformation.
• Vision is cascaded throughout the
organisation as part of individual’s
objectives that is clearly defined as part
of the visionary of rolling out an RPA
Platform.
• Clearly defined within the vision
statement for using RPA should be how
the digital workforce provides an
alternative service delivery mechanism
and what the RPA code of best
practices that need to be evangelized
and adopted by the organization
WHAT
Communicating the Vision
• Define how RPA as a service will be
cascaded from the top of the
organization to ensure that the
transformational change required to
establish a successful RPA capability is
embraced and supported by all key
stakeholders across the company.
• A clear communication strategy for
how RPA is going to be embedded into
the fabrications of the organizations
cultural (e.g. internal roadshows,
workshops, demo’s and showcases)
should be described in the vision
• Ensure the vision is documented and
visible throughout the organisation
(e.g. Intranet sites, Notice Boards etc.)
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 Delivering the Vision WHO

It is the responsibility of the Leadership and key stakeholders that have shared vision of what RPA is going to achieve and
how it is to be cascaded out to the rest of the organization.

Leadership Strategy Communication

Responsibility lies on the Leadership team to
……
convey how RPA is to be delivered to the wider
organization
✓ Define a plan of how the organization will
be fully aligned on what RPA is, what it
going to achieve, why it has been selected
and what does it mean to the organization
and it’s people
✓ Responsibility to ensure the vision has
been agreed and signed off by all
leadership and senior key stakeholders as
this ensure a clear and consistent message
is relayed to the wider organization
✓ Leadership should agree the strategy for
communicating out the vision and make it
visible to all in the organization
Define a strategy for the spreading the word
✓ Ensure an appreciation of how the
culture in the organization will need to
adapt to the new initiative
✓ Define those messages and assurances to
those in the organization as to why RPA
as a platform has been selected to be
embedded into the organization
✓ Ensure all leadership and key
stakeholders share the vision to
guarantee the same messages are driven
throughout all areas of the organization
✓ Provide and share the validation of the
proposition and what you are planning to
achieve in the long-term
How do we spread the message?
✓ Document the Vision and get the C-Suite
to sign-up
✓ Identify RPA Champions within your
organization as internal evangelists
✓ Appoint Head of Robotic Automation
responsible for delivering the vision
✓ Define a solid communication strategy for
cascading the RPA messages across the
organization
✓ Showcase benefits realized through early
adoption via roadshows, workshops and
employee forums

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 Align RPA Benefits to Strategic Objectives HOW

The RPA Vision should outline how Robotic Automation will transform the operations and improve business performance
across the entire organization – a key enabler for corporate strategy.

RPA Benefits Strategic Alignment

Increased • Automation of processing activity releases human capacity and results in
efficiency gains
Efficiency & • Enables humans to focus on higher-value judgement based decision -
Productivity making and customer relationships Define RPA objectives and outline
• Automations are quick to develop and deploy, and components are re-usable how these support the broader
Greater • Ability to interact with any application organizational strategic vision
Operational Agility • Robots can be managed and scheduled centrally, and work can be instantly
reallocated to manage demand peaks

• Higher Quality & Consistency Determine and forecast expected

Reduces benefits using RPA and make them
• Process automation results in standardization of best practice
Operational Risk visible to the organization
• Complete eradication of processing errors

• Ad-hoc tools (such as user-managed spreadsheets) brought under central

Superior Control, control
Governance & • Increased security and privacy when handling sensitive customer data
Understand how the RPA benefits
IT Security • Segregation of roles between development and operations can be applied to enable market
differentiation
Enhanced • Wealth of transactional data captured in audit logs provides a foundation
Business Insight for delivering true business insight

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Vision Statement
Ensure the RPA Vision outlines how RPA will transform the
way you conduct day-to-day business
Provide in the statement how RPA will improve
performance across the entire organization
Ensure the vision is not a list of generic RPA benefits but a
clear definition of the short-term and long term benefits
Ensure the vision is aligned with the corporate strategic
view of where the organization wants to go.
Provide a clear shared vision to ensure you win over all key
stakeholders
Ensure all key stakeholders are bought into the RPA vision
statement to make your implementation a success
Communicating the Vision
Ensure a defined, clear and agreed plan is in place for
communicating the vision to the wider organization
Define a plan ensuring all areas in the organization will be
made aware of the vision and what is going to be achieved
Ensure the communications cover all areas of the
organization
Define communications to a wide range of departments or a
clear plan to broaden the communications are carried out
Gather understandings of how well perceived the
communications where received around the organization
Ensure a well defined measurement of how successful the
communications were carried out
Checklist: Vision
Understanding Corporate Strategy
Ensure a clear understanding of what the current corporate
strategy is to enable an RPA vision to be aligned with it
What are the factors the organization are looking at to
ensure they meet their corporate strategy?
Determine the timescales signed off for ensuring the
organization meet the corporate strategy
Ensure leadership are aligned in understanding what the
corporate strategy for the organization is
Determine the choices made that fundamentally will shape
the organizations future
Ensure continuation of the organizations corporate strategy
and the RPA vision still aligns with it
Cultural Adoption
Determine how an RPA capability will be integrated into the
current organization
Ensure a plan is documented and agreed for the strategy of
integrating an RPA capability into the organization
Define a plan for the longer term RPA cultural adoption as
the RPA capability continues to grow
Ensure there are clear communication strategies in place to
help drive the vision and adoption of RPA
Ensure after each implementation of RPA, again
communicate the results with your entire organization
Share the outcomes of RPA, show the benefits, discuss the
learnings, and highlight those who helped get you there
SUMMARY
Benefits Realization
Ensure a full understanding of the key RPA benefits can help
the organization
Determine which of the RPA benefits can be aligned to the
current organizations corporate strategy
Define those RPA benefits that can be used to communicate
out the RPA platform and help culturally adopt RPA
Analyse can the vision be achieved using Blue Prism and
complimentary technologies
Ensure those RPA benefits chosen can be realized and align
with the corporate strategy of the organization
Define and ensure continuity of analysis of the benefits and
prepare a benefits realization plan
Stakeholder Management
Ensure all relevant areas from the operations and
technology have “buy-in” to this new RPA platform
Work with the relevant people to ensure they have an
understanding of what RPA is all about
Engaging with the right stakeholders is key to ensuring you
embed and culturally adopt an RPA capability
Determine those representatives that will need to help in
defining and agreeing to the vision statement
Stakeholders need to have an input into the communication
strategy of how RPA is culturally adopted
All key stakeholders and leadership members need to
ensure the vision aligns with the corporate strategy
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 Further information
For further information following this session, please review the Blue Prism Portal
that contains a wealth of information

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