Steps towards RPA Development: How to Document your Automation.pdf

Mar 23, 20230 likes192 views

In this community event we will see what are the basic concepts regarding Documentation, how to document an automation following best practices and some tips & tricks to increase the Analysis phase of your automation journey. 📕 Some of the topics that will be discussed are: Before Documentation: what to define at the start of an automation journey in order to avoid mistakes and challenges that can appear later How to create Automation Documents and what best-practices to follow Highlights on Process Definition Document, Solution Design Document and other docs Tips and tricks Examples of good (and bad) documentation! 👨‍💻 Speakers: Stefano Negro, UiPath MVP, RPA Tech Lead @BSP Consultant Enrico Bruno, Project Manager @BSP Consultant

Steps towards RPA development:
How to document your automation

2
RPA Tech Lead
s.negro@bspconsultant.it
https://www.linkedin.com/in/stefanonegro/
RPA PM
e.bruno@bspconsultant.it
https://www.linkedin.com/in/enricobruno/
Stefano Negro Enrico Bruno
Hosts
https://community.uipath.com/torino/

3
1. Introduction
2. Before the Documentation
3. Process Definition Document
4. Solution Design Document
5. Other Docs
6. Tips and Tricks
7. Examples
8. Q/A
Agenda

5
Before the Documentation
• Best Practice Agreement
• Coding standards
• Versioning (documentation and development)
• Development effort estimation

6
As-Is
• Business aspects of
the process
• Current workflow
• Expected Input and
output
To-Be
• High level solution
• Current workflow
integrated with
technical changes
• Expected Input and
output + Reporting
and logs
Sign-Off and Extra-Requirements
• Sign-Off is necessary
to start development
• Every changes
related to the process
need estimation
Process Definition Document
Done by Business
Analyst
Done by Business
Analyst and Solution
Architect
Done by Solution
Architect and Process
Owner

8
Process Definition Document - III
Missing Logic Cannot be automated
Undocumented
Applications

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• Created before development at Design phase
• Can be a standalone document or integrated within PDD
• More technical aspects compared with PDD
• Consider Development aspects:
-Components reusability
-Queues/ ReFramework/ Dispatcher-Performer
-Assets and their Governance
• Discuss major business aspects with PM, Analyst and Process Owner
Solution Design Document

10
• Created during development
• Contains every major aspect related to development
• Custom Activities/ Codes
• Templates, Queues, Configuration files
• Constant and credential naming and storage
• To be updated in case of Changes/Fixes during Live Phase
• Sometimes can contain also relevant monitoring data (eg. Average run time,
major errors encountered)
• Signed off by Solution Architect
Development Specification Document

11
• Compiled after development, during test phase
• Should contain all possible scenarios, both correct and incorrect
• Tests have to be related to the PDD flow, and all the END branches have to be
present.
• Signed off by Process Owner as User Acceptance Test
Test Scenario Document

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• Not mandatory but useful to select process at the start of the project
• Some rules are objective, while others are judgmental
• Event error predictability
• Time effort
• Can be changed based on needs of the project and the company
• Size
• RPA CoE availability
Process Assessment Matrix

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• Maintain a centralized repository
• For documentation (eg. Sharepoint) as well as development (eg. GIT)
• Define naming convention from the start
-Decide on Process naming, assets, queues, templates, credentials
• Use a fixed matrix for Effort Estimation
-Number of sub-processes
-Number of applications used
-Number of steps
-Logic complexity (if, loop, switch)
Tips and Tricks

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• Reusability is for development, but also for analysis
-Try to provide similar logic to similar processes
-Standardize reporting and logging
• The PDD is useful for what has to be automated, but also for what is out of
scope (or handled manually)
• The three most important things: reporting, reporting and reporting
• T-A-S-K C-A-P-T-U-R-E
Tips and Tricks - II

15
Examples - Documents
• Process Assessment
• PDD
• SDD
• DPD
• Test

17
• https://academy.uipath.com/ - Solution Architect Fundamentals
• https://community.uipath.com/Torino
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RPA gives us amazing capabilities to automate how things get done. However, automating a broken or inefficient process will result in disappointment. We talk about "Intelligent Automation", but should that also include that we apply some intelligence BEFORE we automate the process? What makes successful Solution Architects and RPA Developers stand out is there ability to not just automate, but also find ways to improve the process they are automating. In this event you will learn ways to assess how well a process performs, and ways to make improvements prior to automating. 👩🏻‍💼👨🏻‍💼Target audience: Solution Architects, Business Analysts, RPA Developers, Automation Team leads, Solution Architects, Managers. 📕 Agenda: Introducing the speaker and event hosts Introduction : Why process redesign should be in the RPA delivery roadmap Process performance: Learn to see what is wrong in the process Process Analysis: What is the real problem? Process Improvement: Tools to make improvements, Fast!! Process Redesign in Practice: Interactive session, engaging with the audience Menti Quiz: 5 mins Q&A/Discussion 👨🏼‍💻 Speakers: Erik Gillet, Founder @Boundaryless Group Graham Byars, UiPath Community Scotland Central Belt Chapter Leader, Director of Client Solutions @VKY Intelligent Automation This session streamed live on March 15, 2023, 17:30 PM GMT. Check out our upcoming events at: community.uipath.com Contact us at: [email protected]

🌺 Women in Automation Program: Become a Citizen Developer with UiPath StudioX...Cristina Vidu

With this very first product training session we kick off the Citizen Developer thread of the program and get you started with UiPath StudioX in a completely assisted and supportive manner by our very own UiPath MVPs. From women in RPA to all the women who wish to step into the automation world. 🌺 About this event: Hello & welcome to our Women in Automation Series! Introduction to the RPA technology and processes Introduction to UiPath StudioX: download, install, features Small automation demo using StudioX Interaction and Q&A Academy follow-up and examples. Goodbyes 🥰 👩‍🏫 Your UiPath MVP trainers: Nidhi Chaturvedi, UiPath MVP, RPA Solution Expert @Wartsila Divyashree Muddagangaiah, UiPath MVP, Team Lead @TATA Consultancy Services DO NOT FORGET: 👉 to register for StudioX/Citizen Developers Training Session 2: https://bit.ly/3EuQIGf 👉 to register for StudioX/Citizen Developers Office Hours 1: http://bit.ly/3ZZsWL0 This session streamed live on March 14, 2023, 15:00 PM CET. Check out our upcoming events at: community.uipath.com Contact us at: [email protected]

Women in Automation - Introduction to RPACristina Vidu

Conversational AI and Chatbot IntegrationsCristina Vidu

Conversational AI and Chatbots (or rather - and more extensively - Virtual Agents) offer great benefits, especially in combination with technologies like RPA or IDP. Corneliu Niculite (Presales Director - EMEA @DRUID AI) and Roman Tobler (CEO @Routinuum & UiPath MVP) are discussing Conversational AI and why Virtual Agents play a significant role in modern ways of working. Moreover, Corneliu will be displaying how to build a Workflow and showcase an Accounts Payable Use Case, integrating DRUID and UiPath Robots. 📙 Agenda: The focus of our meetup is around the following areas - with a lot of room to discuss and share experiences: - What is "Conversational AI" and why do we need Chatbots (Virtual Agents); - Deep-Dive to a DRUID-UiPath Integration via an Accounts Payable Use Case; - Discussion, Q&A Speakers: 👨🏻‍💻 Corneliu Niculite, Presales Director - EMEA DRUID AI 👨🏼‍💻 Roman Tobler, UiPath MVP, Co-Founder & CEO Routinuum GmbH This session streamed live on March 8, 2023, 16:00 PM CET. Check out our upcoming events at: community.uipath.com Contact us at: [email protected]

RPA Karaoke Cristina Vidu

Let’s build an app with UiPath Apps!Cristina Vidu

In this webinar we will use the UiPath Apps, developing together an E2E solution for a realistic use case. The Use-Case will be related to the validation of some photos, very similar to a backoffice task. We will see how to connect the App with the UiPath Data Service and how to manipulate the data on it. In addition, the App will also manage the documentation saved on the Orchestrator Storage Buckets. Finally, the App will be connected to a robot that will process the data obtained through the App to carry out data entry actions on a CRM. 📕 Agenda - Creation of a Blank App - Creation of a Storage Bucket - Development of the App until publication - Robot code analysis - Application testing

Dev Dives: Unlock automation adoption with UiPath AppsCristina Vidu

In this developer-focused deep dive session, you will learn how to build modern and intuitive low-code applications using UiPath Apps. UiPath Partner, Ashling Partners, and our experienced Sales Engineer Silvana Schmitt will share UX and technical best practices for app development and show you how to implement them in a live build. This session is intended for a technical audience and requires a preliminary understanding of the UiPath Platform. Both new and seasoned UiPath Apps developers are welcome. 📕 During the session we will cover: What is UiPath Apps? Identifying Apps Use Cases Within your Organization App Creation Framework (Ashling Partners) Demo - Care Management App Best Practices BONUS: Get a Ready-to-Use Polling App. Speakers: 👩‍💻 Silvana Schmitt, Sales Engineer @UiPath 👨‍💻 David Kroll, Director, Solutions Engineering @Ashling Partners

UiPath Amsterdam DEV meet-up For Developers, By DevelopersCristina Vidu

Who can join? UiPath RPA Developers in the Netherlands and anyone from the UiPath global community interested in our experience exchange. This is an EN language event. Please note, that this event will have a dedicated focus on UiPath RPA Developers and that we remain the right to deny participation in case of oversubscription. Agenda: 14:40 Keynote: Dion Mes (UiPath) on UiPath Integration Service 14:55 Keynote: Peter Vlam (Nationale-Nederlanden) on Citizen Development 15:10 Deep-Dive sessions (2 rounds with 4 topics) 1. Configuration management using JSON - Worth more than you might think (Mike de Waard, Tech Lead @Nationale-Nederlanden) 2. AI Center and use-cases (Thomas Janssen, Senior RPA Developer & Trainer @Node1) 3. RPA Testing with UiPath Test Manager (Remco Kwinkelenberg, Principal Sales Engineer EMEA @UiPath ) 4. RPA x Low-Code: combining UiPath & Mendix for end-to-end process improvement (Sander ter Horst, Senior Manager @Tacstone) 1

Jahresplanung und Content MapCristina Vidu

Was bezweckt dieser Event? Dieses (virtuelle) Meetup bezweckt, die Akteure und Interessenten zu verschiedenen Themen rund um Prozessautomatisierung zusammenzubringen. An diesem Community-Event wollen wir die Inhalte und Zielsetzungen der Folgemeetings festlegen, um die Themen-Pipeline auf Euch - die Community - und Eure Anforderungen zuzuschneiden sowie Euch für mögliche Beiträge miteinbeziehen. Wir werden uns zu Euren Erwartungen & Interessensgebieten austauschen, um die Inhalte kommender Meetups möglichst daran zu richten - Du kannst die Community also massgebend beeinflussen! Agenda: Die vorgesehene Agenda beinhaltet die nachfolgenden Themen: Vorstellung der Community - Rückblick und Zielsetzungen; Gemeinsamer Austausch zu Euren Erwartungen & Interessensgebieten - mögliche Themen, die auch Ihr in die Community einbringen könnt; Abschluss, Q&A. Wir freuen uns auf einen spannenden Austausch und darauf, gemeinsam die Inhalte für kommende Meetups festzulegen.

Webinar - Utilizzo delle WebApi dell'Orchestrator.pdfCristina Vidu

In questo evento tratteremo l'utilizzo delle WebApi messe a disposizione da UiPath per interfacciarsi con Orchestrator. Un focus sulla documentazione e qualche piccolo esempio di utilizzo ed integrazione. 📕 Ordine del giorno - Come collegarsi e ottenere un token di autenticazione - Come effettuare le chiamate di GET o POST - Qualche integrazione utile tra API e altre applicazioni 👨‍💻 Flavio Martinelli, UiPath Rome Chapter Leader, Head of Automation @Nethex 👨‍💻 Salvatore Amato, RPA Specialist

Dev Dives 1 Building end-to-end automation for expense reports.pdfCristina Vidu

This session is suitable for any developer interested in learning how to achieve more productivity by integrating with expense reports platforms, processing invoices, and leveraging AI for classification of the expenses. With UiPath any business can easily bring the latest advancements in UI Automation, Document Understanding, and AI to develop an automation that can create expense reports automatically. 📕 During the meetup we’ll cover: Typical use cases for cross-platform projects How cross-platform activities work in Studio How to build an automation using UiPath, including a live example and demo: Document Understand for invoice processing Real example of UI Automation for the expense report AI models for classification of expenses Answer to Q&A. 👨‍💻 Speakers: Alexandru Roman, Senior Product Manager @UiPath

Accelerating API AutomationCristina Vidu

Discover how Integration Service automates a wide range of API integration use cases. Learn how to build automations faster and seamlessly when combined with UiPath platform capabilities, such as UI automation, document understanding and other UiPath services. Integration Service enables RPA developers to easily deploy API-based integrations across business processes, such as order-to-cash, contact-to-lead management, and proposal-to-contract processing. 📕 Agenda: Presentation: Introducing Integration Service Building powerful API automation (prebuilt connectors, activities, event triggers) Deploying API application integration patterns Supporting multiple users across your enterprise, including IT, COE, RPA and citizen developers Bringing your own connector: Introducing Connector Builder Live Demo: Integration Service Overview How to quickly build your own connector Roadmap at-a-glance Q&A 👨‍💻 Speakers: Mark Geene, VP & GM @UiPath Gunter De Souter, Senior Director, Product Management @UiPath