Business Process Standardization with RPA


I recently started an initiative that made me prepare presentation documents on different aspects of RPA. This presentation is prepared entirely for everyone here in the forum :smiley:

The intention of this document is to educate the RPA community on how and why we should perform process standardization along with a RPA project. As per my research, I have heard and seen that many do not really consider the process standardization aspect when it comes to automation projects. What the engineers mainly do is, they automate whatever the process that is given to them without really trying to improve the process itself. This is a major drawback to all RPA projects as providing an automation solution for a non standardized process can cause more chaos and all efforts of automation may be really lost.

Many clients always need immediate results on RPA. However, as engineers, architects of the RPA field, we should really consider automation after the process is standardized. This could take some time and effort, however, we should convince the clients to follow this procedure in every RPA project.

So, attached here is the document/ presentation I prepared for you guys here in the forum to understand why we need process optimization and how we should achieve it. I have also included a good practical example on process standardization which will help you guys understand easily…

Refer the document here…

Business Process Standardization With RPA.pdf (1.3 MB)


I have being working hard to prepare a document on how and why we should conduct process standardization in every RPA project. Two of our great MVP’s here @ClaytonM and @Lucas.Pimenta really helped me to fine tune this document. They gave me their thoughts, insights to make this effort a success. Thank you so very much for all your time and effort to support me in this initiative… :smiley:

It was a one hell of a team effort :smiley: It’s my first time working with you guys on an initiative. and it has being so great… Thank you so much for sharing all the knowledge and experience :smiley: You guys are awesome!!!

Additionally, my good friend @jogayon001 , he is always behind me trying to improve my skills and pushing me for new challenges. Even for this great effort, he supported me a lot. Thanks to him, I really got a great training on Lean Six Sigma which was really helpful in getting my documentation done with a good quality… Thank you so much bro for all your support… I have no words to express my gratitude… So, in simple works, thank you for being with me and for supporting in everything I do :smiley:

With this initiative, I was also able to learn quite a lot on various different things on process standardization which I’m planning to apply and mention everywhere needed.

Thank you!!


Fantastic point Lahiru and I 100% agree with you.

The adage “Garbage In Garbage Out” especially holds true for RPA projects.

Automating a bad process will only result in heartache in the long run.

Our goal should be to streamline and make the processes as simple, straightforward, and streamlined as possible before bringing in the bot.

I can’t count the number of times we’ve been able to automate processes without implementing a bot because the original process was so messy or poorly structured.


Hey @chenderson

That’s exactly the point that I’m trying to discuss here :smiley:

I have also come across this situation many number of times. Recently I was dragged into one of the discussions on this same scenario. From what I grabbed from the discussion, the companies that got automations done, are now kind of complaining that it wasn’t done properly. And one firm had got into the details (they are the one’s that I was having a chat with) and they said that whoever the company that did the automation for those clients have not really thought about standardizing the process. They have just automated the messy process and that had made matters worse… Basically the entire automation effort is useless because of that.

So, this is a procedure that happens most of the time and many just ignore it, I don’t really understand why they do it…

Same here… :slight_smile: In my automation efforts, I followed the same. First the standardization and then lastly the automation. Just like you said, sometimes just the standardization worked really well without even needing a bot to make it automated…



I think it boils down to reminding people that RPA is another tool in your tool belt and might not always be the right solution.

If all we have is a hammer, everything looks like a nail :smile:


Haven’t gone through the document, though by reading the information I am really thankful for the documentation :slight_smile


Excellent stuff @Lahiru.Fernando!


Good job @Lahiru.Fernando. let it be appreciated
Thank you for this great work. :clap::clap::ok_hand::slightly_smiling_face:


@Lahiru.Fernando Great work! Every thing on my mind about process selection and standardization is covered in the document, I think every organisation should know this before they dive into RPA.
Thank you!!


Hi @Lahiru.Fernando,

I amazed with the concept of the Six sigma that you have mentioned in the pdf. After so many years back I am seeing the six sigma concept . Particularly that you have included in the RPA. Great Work. :clap: :clap: :clap: :clap:



Good initiative bro…
You Rock :metal::metal:


Nice write up, keep it up


Great work @Lahiru.Fernando. Thanks for sharing the wonderful document. Certainly useful and so thoughtful. :+1:


What a beautifully presented, and WELL prepared document @Lahiru.Fernando!


Congratulations @Lahiru.Fernando! Awesome work!

Keep rocking! :slight_smile:



Hey @Lucas.Pimenta

Thank you for your comments!!! Thank you so much for the support and for great points during our discussions on this… You guys gave me so much of valuable points/ areas to think about …

Thanks again!! and looking forward for more initiatives in the future together!! :smiley: :smiley:


For sure my friend :slight_smile:

Sorry for not replying some of your comments but I’m having some busy days here haha

Let’s keep in touch :wink:


Excellent Work!!!


Congratulations @Lahiru.Fernando for all your hard work and efforts! :tada: :rocket:


Hey @Andreea_Stroe

Thank you so much for your wishes!!! :smiley::smiley::smiley::smiley: