RPA Questionnaire

RPA Questionnaire
Please provide a short description of the task/process that you would like to propose for automation
Short description of what the task's/process' aim is and list of the main steps required.
Examples
This task aims to match the incoming payments from clients with the bills issued to them. Main steps required are:
- download the bank statements from bank portal
- identify the incoming payments based on key words
- identify the customer and the payment details
- posting in SAP the payment against the customer's invoice
- send report at the end of the day with the postings done
What is the name of the task/process that you would like to recommend for automation?
Please give the automation request a short and easily identifiable name.
Hierarchy
Help us position your idea in the hierarchy
Select the automation area.
Enter the automation category.
An example of this might be Recruit & Onboard Employees under the automation area of Human resources.
Enter the automation sub-category.
An example of this might be Source Candidates under the category of Recruit & Onboard Employees under the automation area of Human resources.
How rule-based is your task?
Comments
How would you describe the input data for your task/process?
Comments
How would you describe the input data for your task/process?
Comments
How would you describe the input data for your task/process?
Comments
Employee Profile
Average Employee Full Cost/Year
Process Volumetry
Task Frequency
Activity Volume Average (per Selected Frequency)
Average Processing Time/Transaction (min)
Average Error Rate (% of Total Volume)
Average Rework Time/Transaction (min)
Average Work to be Reviewed/Audited (% of Total Volume)
Average Review or Audit Time/Transaction (min)
Number of Employees Performing the Task
Process Ways of Working
Process Peaks
Average Number of Steps
Number of Way to Complete the Process
Documentation
If you have it, upload standard operating procedure here.
Browse Files
Explains how the process/task should be done at general level. Cancelof
If you have it, upload detailed work instructions here.
Browse Files
Explains how the process/task should be done at a detailed level (this contains everything a person needs to know to complete the task/process).Cancelof
If you have it, upload detailed work instructions here.
Browse Files
Explains how the process/task should be done at a detailed level (this contains everything a person needs to know to complete the task/process).Cancelof
If you have it, upload detailed work instructions here.
Browse Files
Explains how the process/task should be done at a detailed level (this contains everything a person needs to know to complete the task/process).Cancelof
If you have it, upload detailed work instructions here.
Browse Files
Explains how the process/task should be done at a detailed level (this contains everything a person needs to know to complete the task/process).Cancelof
Please indicate the email address of the Process Owner from your organization.
Here we would like to understand who is the person responsible for the performance and stability of the process at a regional or global level.
Should be Empty:

RPA Questionnaire

Hierarchy

Employee Profile

Process Volumetry

Process Ways of Working

Documentation