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PDD+-+Template(1)

The Process Definition Document outlines the objectives, current processes, and proposed solutions for a specific automation initiative. It includes sections on business rules, in-scope and out-of-scope items, and non-process requirements such as systems and reporting. The document emphasizes confidentiality and provides a structured approach to understanding and implementing the process.

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Silga
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19 views5 pages

PDD+-+Template(1)

The Process Definition Document outlines the objectives, current processes, and proposed solutions for a specific automation initiative. It includes sections on business rules, in-scope and out-of-scope items, and non-process requirements such as systems and reporting. The document emphasizes confidentiality and provides a structured approach to understanding and implementing the process.

Uploaded by

Silga
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Process Definition Document

Name of process
Commissioned by ...

Development by ...
Date: Date of latest update
Statement of confidentiality
This document contains information that is proprietary and confidential to your company name, which shall not be disclosed,
transmitted, duplicated, or used in whole or in part for any function other than its intended purpose. Any use or disclosure in
whole or in part of this information without explicit written permission of your company name is prohibited.

© Copyright, your organization


Table of Contents
1. Objective................................................................................................................................................................. 3
1.1. Business Objectives and Benefits................................................................................................................3
2. Current Process.......................................................................................................................................................3
2.1. Process Overview........................................................................................................................................3
2.2. Standard of Metrics.....................................................................................................................................4
2.3. Volume of data............................................................................................................................................4
3. Business Rules.........................................................................................................................................................5
4. Detailed Process Steps – AS IS.................................................................................................................................5
5. To-be Pre-process steps (Proposed solution)..........................................................................................................6
6. In Scope................................................................................................................................................................... 6
7. Out of Scope............................................................................................................................................................7
8. Non-process requirements......................................................................................................................................7
8.1. Systems................................................................................................................................................................7
8.2. Reporting..............................................................................................................................................................7
8.3. Archiving...............................................................................................................................................................8
8.4. Security & data retention.....................................................................................................................................8
9. Appendix.................................................................................................................................................................8
Open Questions...............................................................................................................................................................8
Escalations....................................................................................................................................................................... 8
1. Objective
…

1.1. Business Objectives and Benefits

Objectives Expected Benefits

2. Current Process

2.1. Process Overview

2.2. Standard of Metrics

General information about the process selected for RPA, prior to automation:

Process name
Function
Department
Process short description
Process schedule
#of items process/month
Average cycle time
Average handling time
Peak period(s)
# of FTE supporting this activity
Input Data
Output Data
Return on investment

2.3. Volume of data

Activity Time taken per month (hours) Volume of data to be processed

…
BR# Requirement Additional Information

3. Detailed Process Steps – AS IS


…

4. To-be Pre-process steps (Proposed solution)


…

5. In Scope
The table below shows the high-level steps that are in scope for the automation.

Process step Comments

6. Out of Scope
…

7. Non-process requirements

8.1. Systems

System Usage Frequency

8.2. Reporting

Report name Source Purpose


…

8.3. Archiving

8.4. Security & data retention

9. Appendix
…

Open Questions
Date Date of
Question / comment Response from reviewer
written response

Escalations

For immediate contacts for the process automation project, kindly contact the respective contact on the table
below:

Email Address Roles Responsibilities

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