UiPath - RPA Core Roles / CoE (Center of Excellence) Roles

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UiPath - RPA Core Roles / CoE (Center of Excellence) Roles :rocket:


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- RPA Project Manager / RPA Product Manager

Sets up and manages the team working on an RPA initiative and does availability planning to hit automation goals. Most of the times is the Single Point of Contact (SPOC) for stakeholders outside the core team. Has a good grasp of project management approaches and the RPA Implementation Methodology.

This role is responsible for managing the project scope, budget, timeline, and resources, as well as coordinating the communication and collaboration among the stakeholders and the RPA team.

  • Manages the overall implementation

  • Coordinates the UiPath and client teams for successful project completion

  • Manages issues, risks, changes, and escalations in the project

  • Creates and maintains comprehensive project documentation

  • Ensures that the Statement of Work (SOW) is communicated and followed

  • Assesses client delivery readiness

  • Works with stakeholders to coordinate project personnel

  • Manages engagement setup, milestone tracking, status reporting, timesheet reviewing, and financial forecasting

  • Creates a project plan, staffing plan and communicate requirements

  • Sets up internal and client project meetings

  • Obtains approval for project documentation

  • Helps to coordinate and forecast the need for a Change Request

  • Performs project close actions

- RPA Business Analyst

The RPA Business Analysts will be the Process Subject Matter experts located in business operations. They will be in charge of creating the process definitions and process maps used for automation.

Is responsible for capturing and clarifying process requirements, identifying the inputs and expected outputs and creating RPA documentation. The Business Analyst maps As Is and To Be processes. The successful BA will be familiar with business process theory, the RPA business analysis methodology and will be up to date with the capabilities of the RPA technology.

  • Becomes knowledgeable of the business process to be automated based on the organization’s goals

  • Is knowledgeable of general business process theory, techniques, frameworks, and automation capabilities

  • Gathers process requirements

  • Clarifies the inputs and expected outputs

  • Creates the required documentation

  • Documents the high-level requirements

  • Assesses business case potential

  • Creates a high-level work breakdown for the ‘TO-BE’ process state

  • Makes recommendations and runs the suitability and viability study

  • Creates and updates business cases

  • Creates a Process Definition Document (PDD) and documents the process at a keystroke level

  • Creates a User Acceptance Testing (UAT) plan

  • Defines success criteria such as understanding functional and non-functional requirements

  • Ensures the automation output is in line with the signed-off requirements

  • Validates any change requests

  • Starts the Change Request management cycle and updates the PDD after approval

  • Works on the engagement retrospective analysis

- RPA Developer

They are in charge of designing, developing, testing the automation workflows and supporting the implementation of the RPA solution. The Developer works side by side with the Business Analyst for documenting process details and assists the engagement team in implementing & testing the solution as well as during maintenance.

Builds automation projects that range from simple components to complex business-wide processes using UiPath Studio. The successful RPA Developer combines a good understanding of software development principles with a working knowledge of business processes.

  • Builds automations following best practices and coding standards specific to business requirements

  • Makes changes to the automation during the development, testing, and hypercare phases

  • Communicates the changes to the Project Manager

  • Assists in creating and reviewing the SDD

  • Reviews project documents, such as the PDD

  • Maintains code repositories

  • Builds solutions

  • Executes the TTP

  • Executes UAT including logging and fixing defects

  • Runs test cases

- RPA Solution Architect / RPA Development Lead

They are the ones who define the architecture of the RPA solution and oversee it end-to-end, assisting both in the development, and in the implementation phases. They select the appropriate set of technological tools and features and ensures the alignment of the solution with enterprise guidelines.

Designs the technical architecture of RPA solutions which will be built by RPA developers using UiPath Studio. Usually has a background in RPA development or software solution design. Has extended knowledge of programming and RPA best practices, software or RPA solution design and business processes.

  • Acts as a lead and advisor of the development team

  • Defines the architecture of automation solutions

  • Oversees the design and implementation of the project

  • Recommends the appropriate set of tools and features

  • Creates an initial license estimate

  • Updates the license estimate

  • Performs code reviews

  • Ensures that the technical best practices are followed

  • Works with developers to create the Solution Design Document (SDD) and the Technical Testing Plan (TTP)

- RPA Infrastructure Engineer (or Infrastructure & IT & Security Teams/Admins)

Part of both the deployment team and future operations team, they are mainly in charge of the infrastructure support for server installations and troubleshooting. The Engineer also contributes to the completion of the solution architecture for the Robotic Process Automation project. During the implementation phase, they are the one leading the infrastructure workshops.

Is responsible for setting up and maintaining the hardware and software resources for RPA development and implementation. Some of the tasks can include configuring cloud or on-prem Orchestrator, virtual machines, Studio instances, target applications, or development, testing and production environments. Requires advanced security skills, IT Infrastructure skills and implementation of UiPath solutions knowledge.

  • Is well-versed in the UiPath Platform infrastructure

  • Assists in technical infrastructure-related issues

  • Works with the client’s infrastructure and applications teams to integrate the UiPath Platform into their business

  • Reviews project requirements, hardware, and software requirements

  • Analyzes the client’s existing infrastructure

  • Designs and deploys infrastructure and applications

  • Assists in maintenance and upgrades


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