The RPA Blueprint

AS-IS Process Mapping

Map the current manual state and baseline metrics.

Feasibility Gate Highly Rule-Based (No cognitive decisions required)
Feasibility Gate Standardized & Readable Inputs (No handwritten text or fuzzy data)
Feasibility Gate Stable UI / Mature Application Environment

What is the current manual process (Step-by-step)?

What applications and systems are touched?

Volume & Handle Time (The Metrics)

Business Value & ROI

Define the financial and operational justification for automating.

What is the primary business driver?

What is the acceptable error rate / business exception tolerance?

Secondary benefits

Data Confidence

5/10

Technical & Business Exceptions

Name the constraints so the bot doesn't fail in production.

Data Sensitivity & Compliance

Hard technical constraints

Known Business Exceptions

Out of scope (Explicit boundaries)

Confidence in Exception Mapping

5/10

Dependency Mapping

What has to be true before dev can start?

Prerequisites (Access & Infrastructure)

Stakeholders: Process Owner & SMEs

Upstream changes

The TO-BE Automated State

Sketch the architecture of the new automated process.

Trigger

The Happy Path

Human-in-the-Loop (Handoffs)

Final Bot Output & Artifacts

Architecture Confidence

5/10

Edge Case Audit

Challenge the design before presenting it.

Input Data Quality Is the input data 100% structured, or are we relying on fuzzy OCR/free-text?
System Latency Have we accounted for slow load times in legacy applications?
Credential Management Is there a secure way to store passwords (e.g. CyberArk, Orchestrator Assets)?
Scale Check If volume 10x's tomorrow, does this architecture hold up?

The Worst-Case Scenario

Unmapped / Custom Edge Cases

PDD Readiness Gate

Final QA check before developer handoff.

AS-IS Complete Are all AS-IS steps documented with no "magic" missing steps?
ROI Quantified Is the business value explicitly clear to a non-technical stakeholder?
Exceptions Mapped Are both Business and System Exceptions clearly defined?
Trigger Defined Is the bot schedule or trigger mechanism finalized?

AI BA Lead Review Proxy

Evaluates PDD logic · Calculates ROI · Scores Stakeholder Value

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Click Review Blueprint to send your notes to the AI.
It will read the scope, challenge weak spots, calculate ROI from your raw metrics, and provide a Stakeholder Value Score.

Think before you automate.