Process Implementation Checklist

The scope of this document is to collect general information related to selected process for automation.
Based on the provided inputs Business Analyst will further proceed with feasibility assessment, prioritization,
prerequisites and analysis for a successful implementation.
The list of questions below will help the RPA Team to get a clear view on the concept of the process.
Item Inputs Comment
Accounting, Reporting & Tax, Please indicate your Department name
Department / Area
Finance and Area/Team name
Pulling the list of all assets and Please indicate the name of business
Process name accumulated depreciation for IP- process in a few words to reflect its
TV essence
Extraction of 22 ranges of fixed
assets data and 17 ranges of
respective accumulated
depreciation from SAP. Save 40 Please provide a short description to
Process short description
files of 65,000 rows each in 2 summarize key phases of the process
separate files and prepare data for
monthly reporting process.

Please indicate your name and contact e-

Process Owner / e-mail [email protected]
mail address
Role required for performing
Fixed Assets Accountant Indicate your function/business role
the process
Indicate how often you execute this
Number of transactions per month 2
process on monthly basis
When you execute this process?
Process running hours 9:00-18:00
(ex. daily, from 9:00 – 10:00)
Is it mandatory to execute this process
during the business hours or it can be
Mandatory execution period for the process non-business hours
executed during the non-business hours
(night hours)?
ex: how many transactions during one
Human Error rate in % for this process based
- month required reprocessing due to a
on statistics for the last 6 months
human error
How much time you spend to execute
Manual execution time for one transaction 480 minutes one transaction?
(i.e. 50 minutes daily)
Should robot stop the execution at one
Do you need a manual validation during the
point and wait for specific information to
process execution No
be provided or an action to be taken by
(to complete with BA)
the Process Owner?
Digital: any data that can be stored on a
machine [server, laptop, IOT devices]
Structured data: has a predictable
format, exists in fixed fields (e.g. an
excel cell or a field in a form) and is
easily detectable via search algorithms.
Think about your structured data as:
What kind of data is being processed?
excel tables with fixed structure,
Structured Data
databases where you can easily extract
(Digital/Structured/Unstructured)
your information through a search
function.
Unstructured data: may have its own
internal structure, but this is not highly
predictable. Examples: web logs,
multimedia content, customer service
interactions and social media data.
 Does your process interact with PDF files, These kind of documents will increase
No
scanned documents or images? the complexity of automated process
i.e. customers’ personal data, invoices,
Does the process handle confidential data? No credentials, financial reports, bank
statements, salary, etc.
Are there any dependencies with other
Please indicate Department/Area, Process
automated processes? No
name and Business Owner
Which?
Citrix or RDP solutions are digital
Does your process interact with applications workspaces to access the remote desktop
No
running on Citrix/RDP environment or virtual machines located in another
network
What is the source of information required for ex: Invoices, Tickets, e-mails, reports,
Reports
process execution? excel,etc.

ex: customer is informed, e-mail is

What is the result of process execution? Generated report with details
delivered, invoice is booked, ticket is
(enumerate all the results if many) about the assets
closed.

P1 represents the highest business

What is the priority for this process?
P3 criticality in terms of customer impact,
(P1 – P4)
potential risk and loss of revenue.

Please list the applications and tools required to execute your process:
# List of Applications and tools Comment
1 SAP
2 Excel
3 UiPath Studio
4 UiPath Orchestrator
5
6
7

Please list all necessary accesses the Robot might need to execute your process:
# Name of Application User name
1 010 Finance&Logistics 6.0 (Production)
2 020 Finance&Logistics 6.0 (Test)
Robot Access in AD following the naming conventions:
3
CC_BO_Robot_1
4 Access to UiPath Orchestrator
5 Mailbox account for robot to send execution status
6 [Optional] Account in JIRA for RPA Team
7
8