Suitability check (PoC)

2 weeks

If you are just starting to look into RPA and not sure of the potential for your organization, this is the place to start. Our two-week suitability check we call it a proof of concept tests RPA on your systems, while rating them on their suitability with the technology. Apart from systems, we look into the most promising of your processes and rate them with our Process Catalogue tool.

You get:

  • Map of process candidates from one area of the business
  • Repository of system and process ratings based on a variety of parameters
  • Prioritized list of candidates for automation
  • Framework to continue identifying more processes and easily adjust ratings of existing
  • Mapping between systems and processes

Initial Automation (Pilot)

6-8 weeks

If you already know the potential of RPA in your organization, which processes are the prime candidates for automation, and just want to get going, our Initial Automation package will help you do just that. SmartRPA helps you build the structures necessary for a good future foundation to build RPA on top of, and we automate the first few processes for you. Once were done, we leave you with all of our tools and methodology to sustain your onward journey and employees that are trained to take over the reins.

You get:

  • 1-3 robots running in production
  • A technical foundation to build on
  • Best practices for automation on your systems
  • Documentation templates
  • Enablement of your RPA team


2-4 weeks

If youve already decided to go forward with RPA, but youre not quite sure where in your organization to focus your efforts, a discovery project is the logical next step. Over the course of 2-4 weeks (depending on how many processes and departments well be spanning), we uncover, rate and map out your organizations processes based on their suitability for RPA and potential gains from automation. A discovery project will result in a larger list of processes than a suitability check, and is aimed at organizations that already know they want to go forward with RPA. The project is tool agnostic in nature, as it focuses primarily on processes rather than systems, but it is also possible to add on a systems-check with the SmartRPA Kapow tool.

You get:

  • Map of process candidates
  • Repository of system and process ratings based on a variety of parameters
  • Prioritized list of candidates for automation
  • Framework to continue identifying more processes and easily adjust ratings of existing processes Mapping between systems and processes


While automating processes with robots is relatively easy, it can be difficult to build the organization and structure around your robots takes a good deal of work.

We advise on everything from how to govern your RPA efforts through staffing and how to operate your RPA organization.


Ensuring that the robots are within your organizational policies, that they live up to quality standards, and have extensive logging to ensure compliance with regulations.

Simply put, figuring out how to govern your automation efforts is a substantial task and increasingly important, regardless of whether the automation is by RPA, regular coding or other means. The areas we typically advise on lie within the following areas:

  • Governance structure
  • The role of your Center of Excellence
  • Steering group
  • Technical governance
  • Testing and QA
  • Hand-off between developer and operations
  • Ownership of robots

Operating Model

The Operating Model is, to put it simply, how the factory runs. It is the model that takes you from wanting to automate processes through choosing the right processes, understanding them properly, designing a viable automation solution, developing the robots, rolling out the robots, and maintaining, supporting and optimizing them.

To some, coming up with an operating model seems a daunting task others may even neglect setting up the processes for it. Either way, not having procedures in place, which ensure quality, value and maintainability in the future, RPA projects rarely live up to their promise of tremendous returns on investment. Worse, it may even end up being yet another source of Rogue IT, in the form of super-powered macros that your employees use without ensuring the proper logging or documentation of what has been done.

In advising you on your Operating Model, we bring a plug-and-play model, that is easily tailored to your organization and wishes. Rather than making all the hard learnings through the same mistakes as those organizations that have taken this journey already, we help you with the dos and donts that will save you headaches, time, and money.


An obvious core factor in building up your RPA capability is to have the right people. This entails both having the right number of people in the right roles, and that the people filling these roles have the necessary capabilities. Deciding who to bring into your RPA team depends on a variety of factors, including the scope of automation:

  • How many processes need to be automated and how quickly?
  • How complex are the processes you want to automate?
  • Are the underlying systems easy to work with?
  • Is your process landscape clear and well-documented, or is there a need to map and document processes in order to focus your efforts?

Typically, an RPA team consists of a team leader, a number of analysts and a number of developers. Establishing the team size, deciding the mix of roles and judging the skills required from the team members is what we can help with, while you are responsible for the recruitment.


If you have custom needs or a new business idea around RPA our consultants are ready to help you to define your needs, create a plan and deliver a custom solution tailored for you. This type of project typically revolves around a few large processes, that you are not confident in automating on your own. The processes we automate in this fashion are often processes that are not performed today e.g. collecting data from external sources that increase your marketing intelligence. In this case, were adding value to your organization, rather than cutting costs, which can easily be done without needing to make alterations in your organizational setup.

Custom projects we have done for other customers involve:

  • Collecting and analyzing competitive information from public web sites, can even be done anonymously
  • Custom front-end to complex process across multiple departments and stake holders
  • Data cleaning and categorization, eliminate or re-categorize obsolete customer records,
  • Mobile front-end to perform financial transactions in underlying legacy systems
  • Migrate all 3270 mainframe processes to employee portal
  • Front-office 360 degree customer view, assemble data for a single customer into one front-end
  • Content or data migration projects, for example when upgrading a web portal to new web content management system
  • Data reconciliation, when data is entered into one system other systems are automatically synced