You’re a citizen developer and are developing a robot for yourself

1. Find a boring and time-consuming process you perform manually.

2. Define all steps properly, credentials and artifacts you need for the process. We highly recommend drafting a diagram of the process.

3. Build and customize your robot(s)

4. Write a short comment so, that you will be able to recall details if some changes are required

5. Test your robot(s)

6. Deploy your robot(s)

7. Use your robot and measure process metrics. How much time have you saved?

8. Consider proposing your robot to your colleagues and your boss

You’re a citizen developer or an IT-maven and are developing an RPA-solution for your company

1. Buy-in. Pick the process for automation and compose a business-case for the management.   Define who is your internal customer.

2. Discovery. Define the process for automation and gather requirements. Develop a requirements document.

3. Build a solution

4. Develop documentation

5. Test your solution

6. Present you solution to internal customer

7. Deploy your solution

8. Measure process metrics

9. Repeat the sequence and find another process to automate

You’re a contractor and are developing an RPA-solution for your client