{"id":987,"date":"2021-09-15T08:23:00","date_gmt":"2021-09-15T08:23:00","guid":{"rendered":"https:\/\/expleo.com\/?post_type=insight&#038;p=6309"},"modified":"2024-03-15T15:43:32","modified_gmt":"2024-03-15T15:43:32","slug":"four-defining-principles-behind-digital-and-human-process-automation","status":"publish","type":"insights","link":"https:\/\/expleo.com\/global\/en\/insights\/blog\/four-defining-principles-behind-digital-and-human-process-automation\/","title":{"rendered":"Four defining principles behind digital and human process automation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"987\" class=\"elementor elementor-987\" data-elementor-post-type=\"insights\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4fdf58b gg-article-content  gg-standard-article-template gg-simple-text gg-container-small-pt-72 gg-pb-72 gg-print-ptb-null elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4fdf58b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0522d99 gg-tablet-view\" data-id=\"0522d99\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-cae92ff gg-font-v9 gg-class-for-iphone8    elementor-widget elementor-widget-text-editor\" data-id=\"cae92ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><em><strong>Richard Joel, UK RPA Practice Lead at Expleo, explains why doing things in the right order can make all the difference when trying to bring extensive change from robotics.<\/strong><\/em><\/p><p>Embedding Robotic Process Automation (RPA) within a legacy organisational infrastructure is rarely a swift implementation. Most organisations will have tens or even hundreds of processes that could be automated across each of their business units. For successful implementation, RPA requires high involvement of the broader business, not just IT. Therefore, RPA demands a holistic change management approach, closely aligning digital and human factors and processes.\u00a0 \u00a0\u00a0<\/p><p>So, what are the defining principles behind successful digital &amp; human process automation?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-36002b4 gg-display-none-print elementor-widget elementor-widget-image\" data-id=\"36002b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/engineers-working-in-lab-04-inpage-002-1024x576.jpg\" class=\"attachment-large size-large wp-image-679\" alt=\"A group of people discussing the project\" srcset=\"https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/engineers-working-in-lab-04-inpage-002-1024x576.jpg 1024w, https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/engineers-working-in-lab-04-inpage-002-300x169.jpg 300w, https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/engineers-working-in-lab-04-inpage-002-768x432.jpg 768w, https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/engineers-working-in-lab-04-inpage-002.jpg 1280w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ed53e8 gg-font-v4 gg-custom-dark-purple-color elementor-widget elementor-widget-heading\" data-id=\"2ed53e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1. Inspiring human acceptance \n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-31e55fa elementor-widget elementor-widget-text-editor\" data-id=\"31e55fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>RPA is a software-based solution that is improving business efficiencies through the handling of large data and interacting with a number of different systems that are usually handled by humans. Often employees see automation as a threat, as it disrupts the traditional process structures. When considering automating these processes, business leaders need to take change seriously, communicating change effectively to their staff to encourage full understanding, co-operation and acceptance.<\/p><p>There is always a need for the human element \u2013 even 100% automation of a task will still require some human involvement, whether on reporting, supervision, quality control, etc. \u2013 and although automation anxiety is no longer as prevalent as it once was, businesses still face the challenge of human acceptance when looking to implement RPA.<\/p><p>It\u2019s the responsibility of the robotics team to ensure that the human team fully understands that it\u2019s not an \u2018us and them\u2019 but a \u2018human-robot partnership\u2019. Therefore, businesses should approach the transformation strategically, soft launches and handholding can assist in unearthing how humans and robots can work together until everything is running smoothly. We\u2019re creating an entirely new way of working that is a hybrid of humans and robots.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d4bbff9 gg-font-v4 gg-custom-dark-purple-color elementor-widget elementor-widget-heading\" data-id=\"d4bbff9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. Prioritising the priority process<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-adf51a9 gg-print-pb-2 elementor-widget elementor-widget-text-editor\" data-id=\"adf51a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In my experience, you\u2019ll fall well short unless you take heed of selecting, prioritising, and ordering of processes for automation, which will go a long way to earning trust \u2013 and then open the path to greater value for the customer (and supplier). How you optimise processes and then mesh the human and robot workforce is fundamental to staying competitive, and it is down to us to educate businesses, and their employees.<\/p><p>However, automation at scale involves a vast ecosystem of tech, and not one size fits all. At Expleo, we take the MORSE approach \u2013 an enterprise-grade Business Process Management (BPM) methodology, which encompasses\u00a0Robotic Process Automation\u00a0and ensuring process suitability \u2013 to address both the technical and business automation needs of an organisation that is centred around prioritisation.<\/p><p>Prioritising the first \u2013 or first few \u2013 processes for automation is worth taking time to get right. Working closely with those who work on the process can help achieve goals quicker. Every business is different, so the fact-finding stage is critical for drawing up a list of every intricate step in the processes that nobody will mind seeing the back of. Their list might be far removed from the one you have in mind.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6354e65 gg-quotation gg-container-small-ptb-72 gg-print-ptb-null elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6354e65\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d82af4b\" data-id=\"d82af4b\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-544a2dd elementor-blockquote--skin-clean elementor-blockquote--align-left elementor-widget elementor-widget-blockquote\" data-id=\"544a2dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\tEvery business is different, so the fact-finding stage is critical for drawing up a list of every intricate step in the processes that nobody will mind seeing the back of.\t\t\t<\/p>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-960656e gg-article-content  gg-standard-article-template gg-simple-text gg-container-small-pt-72 gg-pb-72 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"960656e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-286e70c gg-tablet-view\" data-id=\"286e70c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-36e5c3e elementor-widget elementor-widget-text-editor\" data-id=\"36e5c3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Either way, the level of detail you need to automate always throws people. They can be too quick to wash their hands of a repetitive task. \u201cHere you go and good riddance.\u201d It\u2019s not so easy. We might need to do a couple of workshops to get the real granular detail of the process. That\u2019s every single click on every screen to create a process definition document that will provide the direction we need for the rest of the lifecycle. Without that single source of truth \u2013 the so-called \u201cbible of the lifecycle\u201d \u2013 then it can impact all the subsequent stages.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93aae2c gg-font-v4 gg-custom-dark-purple-color elementor-widget elementor-widget-heading\" data-id=\"93aae2c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. Following the vision\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d2016ce elementor-widget elementor-widget-text-editor\" data-id=\"d2016ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In those early days, you want a big win that will show the broader audience that RPA is worth doing. And you want whichever team paid for it to gain a quick return on their investment. What\u2019s the vision for the automation programme, and how does it fit in with the overall company strategy? Answering this should determine your prioritisation.<\/p><p>For example, if the company strategy is all about customer service, then picking a process that scores well in customer experience, even if it doesn\u2019t bring the biggest money return, is a compromise worth taking. In a few quarters, you might have the finance team saying: \u201cThat was great, thank you, now let\u2019s choose some proper money-saving processes this time\u201d. The vision has changed, so you can change with it.<\/p><p>You can then roadshow those success stories across the company. Teams are far more likely to embrace robotics if it\u2019s their colleagues who talk them up, rather than the robotics squad. People are often proud to give demos and talk about the difference a robot has made to their everyday roles. These internal change agents and champions create the momentum behind robotics far quicker than an external supplier ever could. We often invite other teams to have a play over a lunch-and-learn session. A bit of friendly competition about who gets the robotics team next is to be encouraged.<\/p><p>A quick word of warning though. Sometimes teams just want to get rid of a mundane task they loathe doing. It\u2019s a mistake to shoehorn RPA into a process for the wrong reasons. Robots can\u2019t do everything (yet). \u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef98fd5 gg-font-v4 gg-custom-dark-purple-color elementor-widget elementor-widget-heading\" data-id=\"ef98fd5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">4. Optimising automation\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a294d4 elementor-widget elementor-widget-text-editor\" data-id=\"9a294d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once you have chosen the priority process, the next question is: should you optimise before, during or after automation? I get asked that a lot. The problem is that there\u2019s no definitive or wrong answer. Some processes can look so messy that you might choose to optimise it prior to automation. It would prove too tricky for the robot in its current state. But then you might say, look, let\u2019s automate straightaway, even if it\u2019s a little bit messy. There will be plenty of immediate benefits. Within a couple of weeks, we will start to see a return on investment. We always do. Then we can add steps or change the data source once we discover the major hiccups. The robot can show us where they are.<\/p><p>I feel nervous when people say they want to get a process in the perfect shape for automation. Let\u2019s fix any potential issues first, they advise. The truth is, you\u2019ll never fix them all, so you just risk kicking the robot down the road. However, a little bit of optimisation prior to automation can make it more efficient.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3cf8cd6 gg-container-large gg-left-image-with-text-component-and-button gg-display-none-print  elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3cf8cd6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f2bf9f4\" data-id=\"f2bf9f4\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-99d500a elementor-widget elementor-widget-image\" data-id=\"99d500a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"720\" height=\"720\" src=\"https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/d@2x-1-720x720-1.png\" class=\"attachment-1536x1536 size-1536x1536 wp-image-3062\" alt=\"Man in a birthday hat\" srcset=\"https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/d@2x-1-720x720-1.png 720w, https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/d@2x-1-720x720-1-300x300.png 300w, https:\/\/expleo.com\/global\/en\/wp-content\/uploads\/2021\/10\/d@2x-1-720x720-1-150x150.png 150w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bda737a elementor-widget elementor-widget-gravity-advanced-cta\" data-id=\"bda737a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"gravity-advanced-cta.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"gg-advanced-cta\">\r\n            \r\n        <h2 class=\"gg-advanced-cta__heading gg-font-v3\">\r\n                The Future of Work: An Analysis of Process Automation                <\/h2>\r\n                <div class=\"gg-advanced-cta__description gg-font-v9\">\r\n            <span><p>In our latest report,\u00a0<strong>The Future of Work: An Analysis of Process Automation<\/strong>, we look at the latest developments in Process Automation across five key territories, including drivers and barriers to adoption, and the best ways to engage with your workforce through the implementation process.<\/p><p>\u00a0<\/p><p>Find out more about how Process Automation can help you harness your full human potential.<\/p><\/span>        <\/div>\r\n        \r\n        <div class=\"gg-advanced-cta__button-first gg-advanced-cta__button gg-button-v4\">\r\n            <a href=\"https:\/\/expleo.com\/wp-content\/uploads\/\/2022\/01\/expleo-future-of-work-report-an-analysis-of-process-automation.pdf\">\r\n                Access the report            <\/a>\r\n        <\/div>\r\n\r\n                <\/div>\r\n\r\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Find out why doing things in the right order can make all the difference when trying to bring extensive change from process automation.<\/p>\n","protected":false},"author":78,"featured_media":679,"parent":0,"template":"","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"topic":[144,212,145,151],"insights-single-templates":[316],"industry-taxonomy":[265],"content-type":[23],"country":[130],"service":[216,79,208,55,60,83],"class_list":["post-987","insights","type-insights","status-publish","has-post-thumbnail","hentry","topic-business-transformation","topic-data-science-and-cybersecurity","topic-digital-transformation","topic-quality-assurance-and-software-development","insights-single-templates-old-template","industry-taxonomy-aall-industries","content-type-blog","country-united-kingdom","service-digital-transformation","service-expleo-academy-training-and-upskilling","service-quality-testing","service-regulatory-compliance-management-for-manufacturing","service-tech-enabled-business-processes","service-transformation-consultancy"],"yoast_head":"<!-- This site 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