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How to Scale Your Automation Program
- 1. Intelligent automation at scale UiPath – Confidential © 2022
- 2. 2 UiPath – Confidential © 2022 There are 5 critical things to get right to maximize the value of an intelligent automation program STRATEGY & ALIGNMENT Right reasons 1 VALUE IDENTIFICATION Right demand 2 DESIGN & STRUCTURE Right program governance & execution 3 VALUE REALIZATION Right accounting 4 CHANGE MANAGEMENT Right communications 5
- 3. 3 UiPath ©2021 - Confidential STRATEGY & ALIGNMENT Elements What Good Looks Like Signs of Mis-alignment • Existing business goals and strategies provide automation program focus and priorities • Business leaders drive the automation program • IT is a required partner supporting delivery • Business measures impact of program against strategic goals • Business + IT partnership • The goal is “digital transformation” • Target number of processes to automate • Program lead define “locally optimized” goals and measures Automation is a means to an end Right reasons 1 PLANNED BUSINESS OUTCOMES & MEASURES BUSINESS GOALS & STRATEGIES 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 0 0 1 0 1 0 1 0 0 1 0 1 0 1 0 1 0 0 1 0 Digital automation enablement
- 4. 4 UiPath ©2021 - Confidential VALUE IDENTIFICATION Elements What Good Looks Like Signs of Mis-alignment • Pipeline opportunities are assessed against business goals for prioritization • Governance to enforce alignment • Discovery Team + Technology • Top opportunities are material against business strategy and goals • Discovery team performs opportunity identification with business leadership • Discovery technologies produce additional data-driven opportunities • Crowdsourcing / Roadshows utilized to build awareness and Citizen Development pipeline • Program team (COE) or IT is trying to sell the capabilities of automation to the business • Attempts to “crowdsource” ideas from all employees as the main method to build pipeline Business Goals drive the “Pipeline” Right demand 2 Business Analysts (via Bus Leaders) Business Team / Citizen Developers Automated Discovery SOURCES OF DEMAND BUSINESS VALUE FILTER PRIORITIZED AUTOMATION PIPELINE & ROADMAP • Business value measures • Automation potential OPPORTUNITY PORTFOLIO VALUE ROADMAP
- 5. 5 UiPath ©2021 - Confidential DESIGN & STRUCTURE Elements What Good Looks Like Cautions • Team structure and size is aligned against a robust pipeline of opportunities • Pipeline opportunities move to delivery <3 months of being submitted • Existence of dedicated production support / BAU pod • Agility to scale – new pods within a few weeks • Opportunities languishing in pipeline resulting in business disengagement • All internal resources – no ability to quickly scale or retain talent Design the organization to fit the objective Right program governance & execution 3 FACTORS TO CONSIDER WHEN DESIGNING YOUR DELIVERY TEAM
- 6. 6 UiPath – Confidential © 2022 How to scale an automation program to maximize value delivery scale, speed, and agility. Potential automations count Automation value / complexity LOW HIGH HIGH RECOMMENDED DISTRIBUTION OF TEAM FOCUS AT MATURITY A Start with a centralized delivery addressing lower complexity departmental solutions to mature the platform, development standards and workflows, and operational controls. Prove the platform, development methods, and business value measurement methods. B Spin off a departmental-level, federated delivery to manage the balance of initial department’s automation backlog. C Fast follow the federated delivery roll-out with a citizen developer program across the department to expand automation’s reach and time to value. A B C D Repeat the centralized delivery stand-up of the subsequent departmental delivery and their own citizen developer program roll-outs. At scale, have central delivery focus on the most complex automation challenges and overseeing the federated delivery teams’ quality and value delivery. D FOUR STEPS TO AUTOMATION PROGRAM GOVERNANCE SCALE Federated Central Citizen Developers
- 7. 7 Delivery Discovery UiPath – Confidential © 2022 Minimum Viable Automation Program Structure COE Lead Business Analyst Project Manager Solution Architect Pod 1 (Expert) Run / Support System Analyst Business Analyst Dev / Test Dev / Test Pod 2 Pod 3 Pod 4 Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Dev / Test Product Owner Partner Internal Business Analyst Business Analyst Dev / Test Citizen Development System Analyst Dev / Test Project Manager Future
- 8. 8 UiPath ©2021 - Confidential VALUE REALIZATION Elements What Good Looks Like Mis-alignments • Automation value is anchored to business unit objectives and measures • Each automation project’s value is jointly agreed to by business unit and automation team in advance • Reporting • Dashboards & reports • Steering Committees • Program Evolution • Quarterly Program Assessments • Value Realization • Achievement accountability • Traceability to top-level metrics • Automation team tracks “counts” rather than value • Business cannot articulate the value of automation Value can only be recognized by the business Right accounting 4 VALUE ACCOUNTING CATEGORIES & METHODS • Cost • Quality • Speed • Experience • Risk / Compliance • Revenue PLANNED VS. ACTUAL BUSINESS OUTCOMES & MEASURES Planned Actual Actual Planned Steering Committee Business Leaders Functional Teams BUSINESS LEADER & STAKEHOLDER REVIEWS
- 9. 9 UiPath ©2021 - Confidential CHANGE MANAGEMENT Elements What Good Looks Like Mis-alignments • Program branding • Communication to all stakeholders across all phases of the program lifecycle • Business-led communications • To all stakeholders across all phases of the program lifecycle • Feedback loop from stakeholders for continuous improvement • Service delivery consistency and predictability • Operating model, processes, and role changes planned and communicated • Business expects the automation to work flawlessly the first day in production • Business expects the automation to always adjust to changes in the environment • Business has not planned what to do with “freed up capacity” when automation is live Automation is business change Right communications 5 GOALS TIMING WIIFM IMPACTS PROGRAM PURPOSE & FOCUS Managers Teams Executives PROGRAM BRAND ALL STAKEHOLDER LEVELS AND TEAMS COMMUNICATIONS FEEDBACK RESULTS
- 10. 10 Thank you. UiPath – Confidential © 2022