Standard Recommendations

These standard recommendations can be used for creating effective and efficient RPA workflows to automate tasks and processes in a reliable and consistent manner.

Recommendation	Description
Identify the right process	Identify processes that are repetitive, follow defined rules, and involve high transaction volumes.
Define the scope of the process	Identify the process or task to be automated and clearly define the scope, including the inputs, outputs, dependencies, and potential variations.
Design the workflow	Design a detailed, step-by-step workflow that outlines the precise sequence of actions the bot must perform to complete the process.
Keep it simple	RPA workflows must be easy to follow. Break down complex processes into smaller, manageable steps that the bot can execute reliably. This simplifies the overall workflow and enhances maintainability.
Use descriptive names	Use clear, descriptive names for activities, variables, and other elements in the workflow to enhance readability and understanding.
Follow consistent naming convention	Apply a consistent naming convention to all activities and elements in the workflow to improve clarity, readability, and long-term maintainability.
Use decision points	Integrate decision points into the workflow to enable the bot to make choices based on defined conditions, using constructs such as if-else statements, loops, or other control logic.
Ensure error handling	Incorporate robust error and exception handling into the workflow to prevent bot failures and ensure smooth execution. This includes identifying potential failure points and defining appropriate responses for each scenario.
Test and refine	Thoroughly test the workflow to ensure the functioning as intended. Refine the workflow based on test results and stakeholder feedback.
Document the workflow	Document the workflow thoroughly. Ensure that the workflow is easily accessible to the team responsible for maintenance. Include clear instructions on how to execute and update the workflow as required.