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Steps towards RPA development:
How to document your automation
2
RPA Tech Lead
s.negro@bspconsultant.it
https://www.linkedin.com/in/stefanonegro/
RPA PM
e.bruno@bspconsultant.it
https://www.linkedin.com/in/enricobruno/
Stefano Negro Enrico Bruno
Hosts
https://community.uipath.com/torino/
3
1. Introduction
2. Before the Documentation
3. Process Definition Document
4. Solution Design Document
5. Other Docs
6. Tips and Tricks
7. Examples
8. Q/A
Agenda
4
Introduction

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This document provides an agenda for a training on best practices for the robotic process automation (RPA) lifecycle. It introduces the trainer and outlines topics to be covered, including the RPA lifecycle phases of prepare, design, build, test, stabilize, and improve. It provides a sample process documentation template and demonstrates how to document exceptions. It also shares examples of lifecycle documents and best practices for RPA development, such as using naming conventions, handling errors, and analyzing workflows prior to deployment. Finally, attendees are assigned to practice with a task capture tool and share their learning online.

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5
Before the Documentation
• Best Practice Agreement
• Coding standards
• Versioning (documentation and development)
• Development effort estimation
6
As-Is
• Business aspects of
the process
• Current workflow
• Expected Input and
output
To-Be
• High level solution
• Current workflow
integrated with
technical changes
• Expected Input and
output + Reporting
and logs
Sign-Off and Extra-Requirements
• Sign-Off is necessary
to start development
• Every changes
related to the process
need estimation
Process Definition Document
Done by Business
Analyst
Done by Business
Analyst and Solution
Architect
Done by Solution
Architect and Process
Owner
7
Process Definition Document - II
8
Process Definition Document - III
Missing Logic Cannot be automated
Undocumented
Applications

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• Created before development at Design phase
• Can be a standalone document or integrated within PDD
• More technical aspects compared with PDD
• Consider Development aspects:
-Components reusability
-Queues/ ReFramework/ Dispatcher-Performer
-Assets and their Governance
• Discuss major business aspects with PM, Analyst and Process Owner
Solution Design Document
10
• Created during development
• Contains every major aspect related to development
• Custom Activities/ Codes
• Templates, Queues, Configuration files
• Constant and credential naming and storage
• To be updated in case of Changes/Fixes during Live Phase
• Sometimes can contain also relevant monitoring data (eg. Average run time,
major errors encountered)
• Signed off by Solution Architect
Development Specification Document
11
• Compiled after development, during test phase
• Should contain all possible scenarios, both correct and incorrect
• Tests have to be related to the PDD flow, and all the END branches have to be
present.
• Signed off by Process Owner as User Acceptance Test
Test Scenario Document
12
• Not mandatory but useful to select process at the start of the project
• Some rules are objective, while others are judgmental
• Event error predictability
• Time effort
• Can be changed based on needs of the project and the company
• Size
• RPA CoE availability
Process Assessment Matrix

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• Maintain a centralized repository
• For documentation (eg. Sharepoint) as well as development (eg. GIT)
• Define naming convention from the start
-Decide on Process naming, assets, queues, templates, credentials
• Use a fixed matrix for Effort Estimation
-Number of sub-processes
-Number of applications used
-Number of steps
-Logic complexity (if, loop, switch)
Tips and Tricks
14
• Reusability is for development, but also for analysis
-Try to provide similar logic to similar processes
-Standardize reporting and logging
• The PDD is useful for what has to be automated, but also for what is out of
scope (or handled manually)
• The three most important things: reporting, reporting and reporting
• T-A-S-K C-A-P-T-U-R-E
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Examples - Documents
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Examples - Flows

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Steps towards RPA Development: How to Document your Automation.pdf

  • 1. Steps towards RPA development: How to document your automation
  • 2. 2 RPA Tech Lead s.negro@bspconsultant.it https://www.linkedin.com/in/stefanonegro/ RPA PM e.bruno@bspconsultant.it https://www.linkedin.com/in/enricobruno/ Stefano Negro Enrico Bruno Hosts https://community.uipath.com/torino/
  • 3. 3 1. Introduction 2. Before the Documentation 3. Process Definition Document 4. Solution Design Document 5. Other Docs 6. Tips and Tricks 7. Examples 8. Q/A Agenda
  • 5. 5 Before the Documentation • Best Practice Agreement • Coding standards • Versioning (documentation and development) • Development effort estimation
  • 6. 6 As-Is • Business aspects of the process • Current workflow • Expected Input and output To-Be • High level solution • Current workflow integrated with technical changes • Expected Input and output + Reporting and logs Sign-Off and Extra-Requirements • Sign-Off is necessary to start development • Every changes related to the process need estimation Process Definition Document Done by Business Analyst Done by Business Analyst and Solution Architect Done by Solution Architect and Process Owner
  • 8. 8 Process Definition Document - III Missing Logic Cannot be automated Undocumented Applications
  • 9. 9 • Created before development at Design phase • Can be a standalone document or integrated within PDD • More technical aspects compared with PDD • Consider Development aspects: -Components reusability -Queues/ ReFramework/ Dispatcher-Performer -Assets and their Governance • Discuss major business aspects with PM, Analyst and Process Owner Solution Design Document
  • 10. 10 • Created during development • Contains every major aspect related to development • Custom Activities/ Codes • Templates, Queues, Configuration files • Constant and credential naming and storage • To be updated in case of Changes/Fixes during Live Phase • Sometimes can contain also relevant monitoring data (eg. Average run time, major errors encountered) • Signed off by Solution Architect Development Specification Document
  • 11. 11 • Compiled after development, during test phase • Should contain all possible scenarios, both correct and incorrect • Tests have to be related to the PDD flow, and all the END branches have to be present. • Signed off by Process Owner as User Acceptance Test Test Scenario Document
  • 12. 12 • Not mandatory but useful to select process at the start of the project • Some rules are objective, while others are judgmental • Event error predictability • Time effort • Can be changed based on needs of the project and the company • Size • RPA CoE availability Process Assessment Matrix
  • 13. 13 • Maintain a centralized repository • For documentation (eg. Sharepoint) as well as development (eg. GIT) • Define naming convention from the start -Decide on Process naming, assets, queues, templates, credentials • Use a fixed matrix for Effort Estimation -Number of sub-processes -Number of applications used -Number of steps -Logic complexity (if, loop, switch) Tips and Tricks
  • 14. 14 • Reusability is for development, but also for analysis -Try to provide similar logic to similar processes -Standardize reporting and logging • The PDD is useful for what has to be automated, but also for what is out of scope (or handled manually) • The three most important things: reporting, reporting and reporting • T-A-S-K C-A-P-T-U-R-E Tips and Tricks - II
  • 15. 15 Examples - Documents • Process Assessment • PDD • SDD • DPD • Test
  • 17. 17 • https://academy.uipath.com/ - Solution Architect Fundamentals • https://community.uipath.com/Torino Resources