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RPA Checklist: Essential Criteria for Choosing the Best Robotic Process Automation Solution [Infographic]

Posted by Francine Haliva on Oct 13, 2016 8:55:59 AM

In our latest eBook, we covered the advantages of robotic process automation (RPA) for enterprise, how to prepare your workforce for digital adoption, and what to look for in RPA tools.  In this blog post, we take a closer look at the six essential evaluation criteria for choosing the best end-to end RPA solution to meet your needs and we've also created a handy checklist for you to use:

1. Platform Infrastructure

In general, client-server networks are designed to maximize productivity through enhanced security, reliability, and accessibility features. RPA solutions that are set-up on a full client-server network architecture have several advantages, namely:

Quick deployment: As automation scenarios are centrally saved on the server and downloaded by the robots, any changes made to automation scenarios as a result of application version updates, process changes, etc. will always be immediately available to be executed by the robots.  There is NO RISK that robots run the wrong version, files are deleted or not distributed to the virtual workforce.  

Easy Scalability: As all the changes are made only on the server, not individual workstations, the result is a virtual workforce that is not only easy to deploy, but one that will readily expand and adapt to meet your growing needs.

24/7 Accessibility: With a client-server network, the server is always on and always available, so files and applications can be accessed at any time.

Enhanced Security: Servers have better control access and resources to ensure that only authorized clients can access or manipulate data.

2. Creation of Processes

The interface design is one of the most important features of usability of an RPA tool. RPA development hinges on providing a clear, user-friendly, and workable interface that allows for easy functionality and shortens development time. 

The best authoring environments provide a visual interface that allows users to easily drag and drop process activities, with virtually no learning curve.  This feature makes it accessible not only to programmers, but also business users, so you are not limited by time and availability of your in-house developers or external IT development resources – resulting in lower Total Cost of Ownership (TCO).

3. Control and Monitoring

The ability to manage and control your robotic workforce is no less important than managing a human one.  As your virtual workforce grows, this becomes especially critical to ensure that you maximize the productivity of your workforce.  Solutions such as Leo, include a dedicated web-based dashboard that enable remote configuration and management of your robots.  Other important features to look for include:

-Real-time control
-Advanced scheduling and API capabilities
-Alert mechanism
-Robot group management
-Live dashboard for real-time status monitoring
-History tracking

4. Ease of Deployment

RPA simulates a real end-user by interacting with applications at the presentation layer, using the screens, validation, and business rules as they are presented via a virtual desktop. By incorporating image recognition technology, software robots are able to "see" the screen and interact with an application just as a person would. With no integration and zero set-up time, your RPA project can be up and running in days versus weeks or months. 

The Leo platform uses Kryon Systems’ patented visual recognition technology which combines sophisticated IMR and OCR capabilities.  As a result, Leo RPA can record and execute processes on any applications (including Citrix, web-based, legacy and desktop) as well as across multiple applications without the need for integration (no connectors/API required).  Furthermore, Leo can manipulate and read from: Excel, HTML, JavaScript, DLL & SQL execution

Also read: Your Next Automation Project Can Be As Easy As 1-2-3

5. Scalability

Another claim to fame is RPA's promise to provide organizations the ability to effectively adapt to operational demands and business needs on a whim.  Consequently, deciding factors in selecting an RPA solution should include how quickly and easily the solution can respond to business requirements, changes, exceptions or increasing operations. 

A good rule of thumb is to ask: What is the process execution capabilites of the software robots? Some robots can execute a variety of processes, and in special cases, such as with Leo robots, a single robot can execute unlimited processes, allowing you to scale up operations at peak periods without accruing additional costs.

6. RPA & Desktop Automation in One

As you prepare for RPA adoption, it's important not to neglect your human workforce. To support your employees, look for look for multi-faceted solutions that blend technologies to provide informed decision-making, fast execution, analytics, mobility and other solutions that empower people to get the job done. 

For example, the Leo platform, can be used to deliver 'assisted automation,' such as application guidance and desktop automation to your human workforce. With 'assisted automation,' human workers can trigger automation processes from their desktop, at the time of need. Capable of supporting both front office and back office processes, these solutions provide a greater RPO on your automation investment and deliver corporate-wide business process improvement. 

Download The Essential 6 Step Robotic Process Automation Checklist to select the best end-to-end RPA solution for your organization:

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Download a copy of this infographic!

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Topics: Robotic Process Automation, RPA, Desktop Automation


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