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Published: September 28, 2018 – Author: Sandor Bathory

Top 5 Considerations to Build a Better Business Case

Any competent executive faced with expending resources on an initiative like process automation will ask for more information. (S)he will seek to know the why and why not as well as the potential benefits and pitfalls of making the move.
The automation business case can be an effective method of providing due diligence for a wary decision-maker. When preparing a business case for process automation, be sure to consider:

Understand the capabilities of the RPA tool

When proposing a specific RPA tool, you can’t clearly explain how that tool addresses the business need without a fairly detailed understanding of what it can (and cannot) do. Your analysis should include plenty of depth about the tool and why it is the right choice to achieve key objectives outlined in your business case. Not just any RPA tool will do, and here’s why.

Confirm your automation opportunities

You won’t know all of them, of course. You may never know all of them. But in a good business case you should be able to list several, with potential for many others. You will have a system in place to identify future opportunities. However your business case should feature the most convincing examples

Explain the value of your automation opportunities

Each example included in the business case should tie clearly back to the value proposition. What essential problem or problems does process automation solve, and how is this true for the example process? When supported with numeric projections, the power and persuasiveness of such an illustration is undeniable.

Assess RPA’s fit in the current landscape

Present process automation within the context of the business systems your organization is already using. Explain the fit. Will the RPA tool integrate with your other business tools? Will it provide process oversight and analysis capabilities you don’t currently have? Emphasize what makes automation’s fit virtually seamless and how it enhances the efficiency and effectiveness of your enterprise.

Understand your organizational dynamic and culture

Integrating process automation is a major operational change, and people are resistant to change. Anticipate this and summarize your change management approach in the business case. This should include how you propose to maintain employee engagement and workforce productivity in the face of potential job modification and reorganization.