RPA SOLUTION ARCHITECT'S HANDBOOK : discover your complete guide to design modernized and... customized rpa solutions for digital innovation

Drive digital transformation by increasing efficiency and ROI for your organization as a robotic process automation (RPA) solution architect Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn architectural design and analysis of enterprise-wide RPA systems with real-world use cases Explore tips and best practices to deliver scalable business outcomes through RPA implementation Overcome challenges in intelligent automation, data, and security while building RPA solutions Book Description RPA solution architects play an important role in the automation journey and initiatives within the organization. However, the implementation process is quite complex and daunting at times. RPA Solution Architect's Handbook is a playbook for solution architects looking to build well-designed and scalable RPA solutions. You'll begin by understanding the different roles, responsibilities, and interactions between cross-functional teams. Then, you'll learn about the pillars of a good design: stability, maintainability, scalability, and resilience, helping you develop a process design document, solution design document, SIT/UAT scripts, and wireframes. You'll also learn how to design reusable components for faster, cheaper, and better RPA implementation, and design and develop best practices for module decoupling, handling garbage collection, and exception handling. At the end of the book, you'll explore the concepts of privacy, security, reporting automated processes, analytics, and taking preventive action to keep the bots healthy. By the end of this book, you'll be well equipped to undertake a complete RPA process from design to implementation efficiently. What you will learn Understand the architectural considerations for stability, maintainability, and resilience for effective RPA solution design Interact with cross-functional teams for seamless RPA implementation Write effective RPA documentation, non-functional requirements, and effective UAT scripts Demo RPA solutions, receive feedback, and triage additional requirements based on complexity, time, and cost Design considerations for intelligent automation and learn about RPA as a service Explore best practices for decoupling, handling garbage collection, and exception handling Who this book is for This book is for RPA developers, RPA Sr. developers, or RPA analysts looking to become RPA solution architects. If you are an RPA solution architect, then this book can help you advance your understanding and become more efficient. Familiarity with RPA documentation like SDD, and PDD along with hands-on experience with either one or more RPA tools will be helpful but is not mandatory. Table of Contents Why Do We Need a Solution Architect? A case study of a Bank client Extracurricular activities Study the Lay of the Land Designing Framework for consistency and resiliency Need for Documentation and Working with SIT/UAT Scripts Development Phases in RPA Customer Obsession in RPA Journey What is the future of RPA? How to make automation intelligent? Reusable components RPA as a service (RPAaaS) Finding the best solution Design Best Practices Data, security, and logs Key Performance Indicator Reporting, Analytics, Efficiency, and Efficacy Cover Title Page Copyright and Credits Contributors About the reviewers Table of Contents Preface Part 1:Role of a Solution Architect Chapter 1: Why Do We Need a Solution Architect? Understanding the importance of the SA role Bridging the gap Being a guardian angel, influencer, and enforcer SAs as solution owners SAs and the multiple hats they wear Being a consultant Being a business analyst Being an SA Being a developer Being a delivery facilitator Summary Questions Chapter 2: Case Study of a Banking Client Introducing the scenario Synopsis of the case study Engagement details Vision and strategy Finding RPA opportunities Learning more about the team structure T-shirt sizing – sizing the project Summary Questions Chapter 3: Extracurricular Activities Contribution to presales activities Orals Building a talent pool Coaching and mentoring Contributing to a COE Guide for best practices Summary Questions Part 2:Being Techno/Functional Chapter 4: Studying the Lay of the Land Setting up the scenario The project management team Hybrid model The information security team Industry-based policies Region-based regulations and policies Organizational policies The infrastructure team One size doesn’t fit all The networking and security team The production support team Team structure Summary Questions Chapter 5: Designing Framework for Consistency and Resiliency What is a framework, and why is it essential in RPA projects? Design principles Modular design Multi-bot design Memory management Manual override Development standards Security standards Bot operating model Bot capacity planning Summary Questions Chapter 6: Need for Documentation and Working with SIT/UAT Scripts Project plan Initiation Planning Analysis Design Development Implementation Post-implementation Process design document The AS-IS and TO-BE process Defining the in-scope and out-of-scope Business exception handling System exception handling Nonfunctional requirements Reporting requirements Solution design document Solution approach Architecture diagram Project details Assets or variables Code structure and modules Requirement traceability matrix System integration testing (SIT) and user acceptance testing (UAT) Runbook Summary Questions Chapter 7: RPA Development Phases POC Wireframing Guiding the team Daily checkpoints Integration testing Summary Questions Chapter 8: Customer Obsession in the RPA Journey A demonstration and early feedback Planning the demo Keeping the client engaged An SA as an influencer UAT The wow factor Summary Questions Part 3: Tool Agnostic Approach Chapter 9: Intelligent Automation What is IA? Understanding the difference between RPA and IA Components of IA AI and ML OCR and Intelligent OCR Computer vision NLP Design considerations for IA Chatbots Summary Questions Chapter 10: Hyperautomation: The Future of RPA What is hyperautomation? Integration platform as a service (iPaaS) Advanced analytics When to consider hyper-automation Is hyperautomation the future of automation? Summary Questions Chapter 11: Reusable Components What are reusable components? Benefits of reusable components Faster, better, and cheaper development Use cases Use case 1 Use case 2 Building a reusable component library Summary Questions Chapter 12: RPA as a Service (RPAaaS) RPAaaS – an abstraction of SaaS Understanding what RPAaaS is RPAaaS architecture RPAaaS Cloud deployment On-premises implementation BYOP Summary Questions Chapter 13: Finding the Best Solution Research Issues and challenges while doing research Putting your findings to the test Socializing your solution Securing approvals Summary Questions Part 4:Best Practices Chapter 14: Design Best Practices Modular design Module pattern Module patterns in the software industry Module patterns in RPA Breadcrumbs What are breadcrumbs in software development? Why are breadcrumbs important in modern-day development standards? Types of breadcrumbs Best practices for implementing breadcrumbs Use of breadcrumbs in RPA Decoupling Decoupling in software development Benefits of decoupling Best practices for decoupling Decoupling in RPA Garbage collection What is garbage collection? Challenges due to mishandling garbage collection Best practices for handling garbage collection in RPA and automation Exception handling Importance of exception handling Challenges faced due to not handling exceptions Exception handling in RPA and automation Best practices for exception handling in RPA and automation Summary Questions Chapter 15: Data, Security, and Logs Cooked and synthetic data Understanding the differences between application and custom logs Credentials RBAC implementation How RBAC can be applied in RPA and automation Effective governance Why is governance important in RPA and automation? Auditing Why is auditing important in RPA and automation? Summary Questions Chapter 16: Key Performance Indicators (KPIs) STP Setting up STP KPIs Using exception metrics in KPIs What are exceptions in RPA? Business exceptions System exceptions Impact of exceptions on business processes Using exceptions in KPIs Building exception metrics in RPA Accuracy Why is accuracy important for RPA? How to measure accuracy in RPA How to use accuracy as a metric and a KPI Why efficiency is important for RPA How to measure efficiency in RPA How to use efficiency as a metric and KPI Accuracy and efficiency as complementary metrics Other metrics and KPIs for RPA BHT Measuring utilization of underlining bot hardware Reliability metrics Mean Time to Failure (MTTF) Mean Time between Failures (MTBF) Mean Time to Repair (MTTR) Summary Questions Chapter 17: Reporting, Analytics, Efficiency, and Efficacy CBA and ROI Queue reporting Keeping the history Data retention Analytics Alerts and notification Resilience and discovering the unknowns in RPA projects Building a resilient RPA solution Discovering the unknowns Monitoring the health Updates and upgrades Change management – enabling seamless and effective transitions Summary Questions Epilogue Index Other Books You May Enjoy Drive digital transformation by increasing efficiency and ROI for your organization as a robotic process automation (RPA) solution architect Purchase of the print or Kindle book includes a free PDF eBook Key Features: Learn architectural design and analysis of enterprise-wide RPA systems with real-world use cases Explore tips and best practices to deliver scalable business outcomes through RPA implementation Overcome challenges in intelligent automation, data, and security while building RPA solutions Book Description: RPA solution architects play an important role in the automation journey and initiatives within the organization. However, the implementation process is quite complex and daunting at times. RPA Solution Architect's Handbook is a playbook for solution architects looking to build well-designed and scalable RPA solutions. You'll begin by understanding the different roles, responsibilities, and interactions between cross-functional teams. Then, you'll learn about the pillars of a good design: stability, maintainability, scalability, and resilience, helping you develop a process design document, solution design document, SIT/UAT scripts, and wireframes. You'll also learn how to design reusable components for faster, cheaper, and better RPA implementation, and design and develop best practices for module decoupling, handling garbage collection, and exception handling. At the end of the book, you'll explore the concepts of privacy, security, reporting automated processes, analytics, and taking preventive actions to keep the bots healthy. By the end of this book, you'll be well-equipped to undertake a complete RPA process from designing to implementing efficiently. What You Will Learn: Understand architectural considerations for stability, maintainability, and resilience for effective RPA solution design Interact with cross-functional teams for seamless RPA implementation Write effective RPA documentation, non-functional requirements, and effective UAT scripts Demo RPA solution, receive feedback, and triage additional requirements based on complexity, time, and cost Design considerations for intelligent automation and learn about RPA as a service Explore best practices for decoupling, handling garbage collection, and exception handling Who this book is for: This book is for RPA developers, RPA Sr. developers, or RPA analysts looking to become RPA solution architects. If you are an RPA solution architect, then this book can help you advance your understanding and become more efficient. Familiarity with RPA documentation like SDD, and PDD along with hands-on experience with either one or more RPA tools will be helpful but is not mandatory.