Creating an RPA Business Case

Develop your RPA business case with tips on getting stakeholder buy-in, overcoming objections, and learning how to calculate the ROI of RPA.

Creating an RPA Business Case


Like most companies today, your organization is likely facing increasing demands to do more with less. Responding to the pressures of the business, you have identified RPA as a potential solution for handing off repetitive, manual, and time-consuming tasks. What you need now is a way to prove that RPA software will provide value to your organization. Simply, you need to get leadership buy-in and show the ROI that would result from investing in an RPA solution. So where do you start making an RPA business case? 

Getting RPA Buy-In

Before you present your RPA business case, invest the time to walk through these 6 steps to ensure you’re armed with the market research, use cases and business metrics that will support your case and guide you along your implementation roadmap.

Start By Understanding What RPA ROI Means

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Identifying what a return on investment looks like for RPA software is critical to creating an effective roadmap for leadership buy-in, organizational adoption, implementation, and support. That’s why you need to first learn what it takes to create the right metrics for your organization and discover how ROI metrics play a role at every stage of your process. Find out how to create the right metrics for your organization from the Understanding RPA ROI Guide. This step-by-step guide will help you work through financial justifications for RPA, including implementation and recurring costs, and enable you to develop an ROI-centric automation roadmap.

Overcoming Common Objections to RPA

RPA is intended to improve processes, so while there may be a process in place now, it can undoubtedly be more efficient and less error-prone with automation. Mission critical tasks can continue to be run when employees take time off—or even leave the company. Reducing the number of human touchpoints of a process not only saves time but also allows employees to focus on more strategic tasks.

For example, any process that involves data entry is compelling as there are so many opportunities for error. When manual data entry is out of the picture, not only are employees less held back by tedious work, but processes run smoother and with greater accuracy, saving the company not just time, but money from reducing costly errors.

RPA bots are intended to work alongside human employees as part of a digital workforce. Talk about RPA in your department as a helping hand to take the time-consuming, repetitive tasks and empower you to do your job better. All while freeing up your workload so you can focus on more strategic, creative or meaningful tasks.

Just let the numbers do the talking. Desktop automation is a great place to start to see quick wins and ROI by improving personal productivity for individual users. RPA can act as a digital coworker, completing the manual, mundane tasks holding back your human workforce—all at a fraction of the price of hiring a full-time employee to help.

How to Calculate the ROI of RPA


In this video, we’ll walk you through how to calculate RPA ROI for your project. To show you how we can do this, we're going to take a real customer example and walk you through the analysis. 

There are just a few steps to follow, as explained in the video: 

  1. Establish a baseline expectation, we suggest aiming for a five-for-one return on your investment.  

  1. Identify a few tasks that fit our RPA criteria.  

  1. Open the calculator and begin to put that data in. 

  1. Run and analyze the data. 


Get our RPA Toolkit to download and calculate your RPA ROI

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