RPA Roadmap | Automate | HelpSystems

RPA Roadmap

Develop a roadmap that will lead to successful RPA adoption


An RPA roadmap is a high-level implementation plan that defines an overarching objective and outlines the steps, milestones, and intermittent deadlines a team will follow when deploying RPA within their organization. A roadmap is not a static plan, but one that must continue to evolve and develop as an organization moves through planning, piloting, deployment, scaling and maintenance.

The Importance of an RPA Roadmap


In order to reap the many benefits of RPA, it must be implemented methodically to drive your business goals. Automation, like any major business change, presents unique challenges. There are many common RPA pitfalls that companies must work to avoid. To overcome these challenges, it is critical that RPA initiatives be guided by a comprehensive roadmap. This will help set realistic expectations and provide a benchmark upon which to measure success. 

An RPA roadmap should include how quickly the solution will be deployed, how quickly it will show ROI, and how often it should be assessed. The roadmap can be used as a communication tool to help build support for RPA initiatives and help business leaders learn how best to prepare for and leverage RPA. 

How to Create an RPA Roadmap

The RPA roadmap should be divided into five key stages: plan, pilot, implement, scale, and steady state. Download the guide “The RPA Roadmap to Success” to walk through each of these key phases armed with the information and strategies you’ll need to set a firm foundation for your RPA journey.

RPA Adoption


As with any new technology, organizational adoption of RPA requires an investment of time and resources, as well as a strong commitment to change. Depending on the specific business sector or industry, there may be limited real-world examples of successful RPA adoption. This perceived uncertainty and perhaps even fear can unfortunately cause many company decision-makers to delay their entry into this strange, new world. The good news is that RPA adoption can go quite smoothly when employing a clear, methodical approach to implementation, starting with smaller, less complicated processes, and gradually expanding into the more complex.

For more information on successful RPA adoption, check out these resources.  

Ready to Craft Your Automation Strategy?

Download the RPA Toolkit today to leverage tools that will help you design every step of your automation strategy.