Robotic Operating Model

Enterprise Robotic Operating Model

People

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 The Robotic Operating Model is Blue Prism’s industry
leading approach to successfully providing maximum
business benefit through the scaled deployment of Robotic
Process Automation that rapidly delivers on-going
business value through the identification and automation of
manual processes within a structured and controlled, IT
approved environment.

It provides the foundations for evolving the traditional

Target Operating Model to embrace the robots and
establish a seamless bi-directional flow of work between the
human and the digital workforce.

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 The Seven Foundations of a Robotic Operating Model

Demand Management Operations Business Benefit

Operationally Led Centre of Excellence

Governance & Delivery

Vision Organization Service Model People Technology
Pipeline Methodology

Identifying the expected Defining the Defining the process Defining the optimal Agreeing the engagement Defining the roles and Defining a highly scalable
business benefits and organizational design that discovery approach to delivery methodology model required to responsibilities and maintainable
outlining how these align best supports delivery of create a credible method and embedding policies support operational Supporting the selection technical architecture
to corporate strategy the RPA capability and in selecting processes for for rapid and efficient processes of candidates for all roles and associated strategies
aligns with corporate the pipeline governed by Defining the
strategy and culture a procedure to prioritize delivery of Blue Prism Defining which ensure the
processes in a structured, management, reporting, training/mentoring environment is being set
the demand to maximize scheduling and referral
the associated business controlled and repeatable approach for the Blue up to allow maximum
handling processes for Prism delivery and
benefit realization manner business benefit
BAU support teams

IT Supported Enterprise Infrastructure

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People
Defining the roles and responsibilities, supporting the
selection of candidates for all roles and defining
training/mentoring approach for the Blue Prism delivery and
support teams

Robotic Operating Model

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 Robotic Operating Model - People OVERVIEW

Defining the roles and responsibilities that will operate efficiently in the existing organizational structure whilst
supporting the selection of candidates for all roles in the delivery and support teams by providing the optimum training
/mentoring approach for the RPA delivery and support teams.

People consists of the core RPA roles,
responsibilities and training structure
to be defined and those key
functions are in place, including ROM
Architect, Technical Architect,
Developers and Process Controller
Defining the roles & responsibilities
that ensure a clear segregation of
duties between roles to support
how the delivery and support
teams can operate efficiently within
People Definition the existing organizational structure

Staff have succession plans to Supporting the selection of

identify and propose automation Succession candidates for all roles in the delivery
opportunities with the core RPA Training and support teams and optimum
team training and mentoring new
Planning
training / mentoring approach for
team members in line with the Blue Prism delivery and support
expansion of team. teams

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 Robotic Operating Model - People
Roles and Responsibilities
RPA Team
• Identify the key roles required within your RPA delivery team to
ensure automated processes are designed, built, tested and
deployed in a scalable, robust and governed way
• Ensure the roles identified within the team have defined
responsibilities to provide a “segregation of duties”
• Defining best practices for the “way of working” in areas such as the
methodology for defining, designing, building, testing and deploying
• It is imperative a training platform is in place with the key being to
ensure all roles identified follow an upskilling path with Blue Prism
being able to provide
• Provide access to the training courses and material required for the
team members to be skilled adequately in their role
• Ensure a succession plan is defined for each of the key roles to allow
the team members to upskill and identify areas they can progress
into
Operations
• Establishing within the operations who is responsible for owning
the automated solutions being carried out
• Define how the operations team will not only capture new
initiatives for automations, but once the automated solutions are
delivered who will maintain and look after the processes and robots
• Define the structure of how the operations are going to generate a
pipeline of the processes that ensures the proposals are submitted
to the Governance Board
• Ensure operationally, they are equipped to manage the
administration and daily running of the automations
• Defining what a training path looks like for the individuals to ensure
their current knowledge set adapts to capturing requirements for
an RPA solution to be designed and built
• Establish how the training will and when it will be provided to the
team members to get them up to speed
WHAT
Technology
• Identify the relevant roles required to ensure a low cost, fully
scalable environment is designed and built
• Ensure those roles required have defined responsibilities of
establishing the environments required for the operations and RPA
teams
• Establishing the digital workers have the applicable applications /
systems required
• Providing the RPA development team with the relevant
environments to build automate solutions
• Ensure the development team have the applicable and secure
access to the environment
• Implement the applicable environment policies so digital workers
can execute the automations correctly
• Where applicable designing and building a scalable technical
environment for the Digital Workforce
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 Initializing the Capability
The following roles are recommended for the initialize phase of implementing an Enterprise Robotic Operating model.
Role Role Objective
• Ensure a Robotic Operating Model (ROM) Architect is responsible for managing the
creation of the Blue Prism delivery capability within an organisation
ROM Architect • The ROM Architect is role that can operate in a lead consultancy role to help define and
roll out the optimal approach to creating a RPA Capability within and across an
organization
• The Process Analyst role captures the detailed key stroke level mapping instructions of
what the human workers perform when completing the process. This level of detail
Process Analyst would be required for processes identified for automation.
• To lead Process Discoveries, create the Process Definitions and support the testing as
required
• Configuring new Blue Prism processes and objects using core workflow principles that
are efficient, well structured, maintainable and easy to understand.
Developer
• Designing Blue Prism process solutions in accordance with standard Blue Prism design
principles and conventions.
• Ensure a Technical Architect acts as the technical expert, acting as the liaison with other
technical teams/IT
Technical Architect • Provides a superior level of experience and knowledge of the technical aspects of the
Blue Prism infrastructure and integrating the solution into existing architectures,
including networks, virtual environments, and security frameworks
• The Blue Prism Process Controller is a key role that supports and administers the day to
day running of Blue Prism processes in the production environment.
Process Controller
• To control, administer and co-ordinate the automated processes in the operational
environment
WHO
Role Responsibilities
• The ROM Architect ensures the RPA capability model deployed is scalable and can be
replicated across other areas to Industrialize.
• The ROM Architect’s objective is to ensure that the key aspects of the ROM (methodologies,
roles, responsibilities, governance, training program, accredited resources and technical
infrastructure) have been implemented in a manner that maximises the business benefit from
the Blue Prism powered Digital Workforce.
• Ensure suitable process analysts are in place and are responsible for finding the processes and
business case and defining the requirements.
• The Process Analyst must have the aptitude to capture the level of detail required for Blue
Prism Developers to understand and convert into the design of a scalable and robust
automated solution.
• Process Developers have responsibility for developing and delivering automated processes
plus mentoring non-accredited developers
• Ensure developers adhere to the developer training path, revisiting training guides, tutorials
and self-tests on the Portal and LMS where necessary.
• Has the aptitude in understanding both Blue Prism and the wider RPA market, being able to
articulate and explain BP’s advantages and differentiators as well as fully exploiting them.
• Assisting ROM Architects and Lead Developers in fully understanding the implications of IT
infrastructure and, if necessary, assisting in making informed decisions.
• Working with ROM Architects and Lead Developers and technical groups to ensure access and
security profiles both meet the needs of the solution and all policies/restrictions in place
• The Process Controller will schedule and run Blue Prism processes, ensure the stability of the
Blue Prism IT environment, investigate any issues in the production processes, and raise
change requests or support calls where required
• Ensure a segregation of duties exists where dedicated Blue Prism Controllers are in place to
monitor production processes and react quickly
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 Institutionalizing a Capability WHO

In addition to the Head of Robotic Automation and depending on the organizational objectives, a Blue Prism RPA
capability can include some, or all, of the following roles.

Role* Role Objective Accreditation Criteria

ROM Architect Responsible for managing the creation of the Blue Prism delivery capability within an organisation Pass ROM Architect Exam

Delivery Lead To manage the delivery of specific automated processes in line with the delivery management methodology Lead delivery of 2 client processes

Pass Designing a Blue Prism Environment

Lead Technical Architect Provides a superior level of experience and knowledge of the technical aspects of the Blue Prism infrastructure
Installing Exam and Configuring a Blue Prism Environment Exam
Has clear knowledge and understanding of how all Blue Prism architectural components should be deployed and
Technical Architect Undertakes the Technical Architect Upskilling path
configured for a successful implementation

Process Analyst To lead Process Discoveries and create the Process Definitions Lead 2 opportunity assessments & 3 PDD’s

Responsibility for supporting the creation and evolution of the delivery framework, mentoring other process developers Pass Developer Accreditation Exam, Professional Developer Exam
Lead Developer
and delivering automated processes. and Solution Designer Exam

Developer To design, develop, test and support Blue Prism solutions Pass Developer Accreditation Exam

Junior Developer To develop, test and support Blue Prism solutions with support from Blue Prism developers Pass Developer Accreditation Exam

Solution Designer Designs automated solutions based on Blue Prism best practices and principles Pass Developer Accreditation Exam and Solution Designer Exam

Process Controller To control, administer and co-ordinate the automated processes in the operational environment Undertakes the Process Controller Upskilling path
Complete Support Analyst Upskilling path Pass Developer
Support Analyst To provide first line support for the Blue Prism production processes
Accreditation Exam
Pass Developer Accreditation Exam and complete the Process
System / Release Manager To provide control and security for deployments across multiple environments whilst support the environment feasibility
Controller path

* Resources can be deployed in multiple roles Commercial In Confidence

 Segregation of Duties HOW

Defining the roles & responsibilities that ensure a clear segregation of duties between roles to support how the delivery
and support teams can operate efficiently within the existing organizational structure

Process Analysts Lead Developers Developers Process Controllers Technical Architects

How to effectively segregate duties for RPA

Initial triage of roles
• Depending on a company's size, functions and
designations may vary.
• When duties cannot be separated, compensating
controls should be in place.
• Compensating controls are internal controls that
are intended to reduce the risk of an existing or
potential control weakness. If a single person can
carry out and conceal errors and/or irregularities
in the course of performing their day-to-day
activities, they have been assigned incompatible
duties
Defining Responsibilities
• Improved collaboration between and among
members and teams within the organization.
• Clearly define the responsibilities for the required
roles as this creates higher chances of collaboration
and sharing of work becoming more successful.
• Clearly ensure individual roles are definite, since it
makes for better teamwork if each employee is
aware of what they are bringing to the table and
what is expected of them.
• This will also reduce the possibilities of
misunderstandings and disputes, especially those
that are related to authority.
Development of strong teams
• Teamwork is one of the vital ingredients in
organizational success, and strong teams are
composed of individuals who know what they are
supposed to do, and what they are responsible
for.
• If management is able to communicate to its
teams and team members their responsibility and
accountability properly, then they will have
stronger teamwork, leading to higher productivity
and better results.
Engaging Human Resources
• Engaging with HR to define the roles and
responsibilities for the human workforce and
onboarding the Digital Workforce
• Ensures the Digital Workforce are onboarded
such as a human colleague would be but to
ensure the Human Workforce have defined
roles and responsibilities

Supporting the selection of candidates for the above roles during the implementation of the first process are
a number of key Blue Prism Training Paths
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 Training Platform OVERVIEW

Guided and supported by Blue Prism, trainees are escorted through an ongoing methodical and controlled accreditation
programme at the pace and path uniquely suited to their individual requirements

Blue Prism Learning

Blue Prism Learning provides a range of educational products and services to support the key roles in a robotic automation program.
It enables Developers to quickly acquire the necessary skills and experience to deliver professional Blue Prism solutions.
Complimented by additional materials and learning pathways for analysts, project managers and process controllers. The Blue Prism
Developer Accreditation exam provides a formal recognition of a developer’s ability

Blue Prism Resource Accreditation

Resources only become certified once they have completed the 1 hour online Accreditation Exam – this can only be taken after all
the mandatory training modules have been completed and the individual has then had a minimum of approximately 3 months’
experience of configuring processes in a client or partner environment. Resources that have taken the training but not the exam
should be capable of delivering high quality processes under supervision of Accredited resources.

Mentoring
To begin your journey Blue Prism’s experienced consultants can be utilized to help create and embed a training model into the
bedrocks and fabrications of your RPA capability foundations, whilst mentoring your current individuals in the roles they have been
assigned. Blue Prism consultants provide support and guidance where the customer resources require training on the product,
infrastructure and implementation methodology best practice.

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 Training Model and Approach WHAT

The Training model is critical to ensuring that the COE continually upskills it’s people across the various key competencies,
and that there is a route to ensure succession planning is visible for the individuals.
Institutionalize
Expand the Training Program
• Review how the current training offerings can be
expanded to provide more “on the job experiences”.
• Ensure the new staff have the relevant tools and training
for their initial introduction to the team.
• Ensure the training program is scalable across the RPA
Platform across regions, or can be a model that can
adopted in other areas / sectors of the organization.
RPA Maturity
Blue Prism Portal
• People consists of the core RPA roles, responsibilities and
a clear training structure and platform defined for those
key functions in place
• Utilize the Blue Prism Learning that provides a range of
educational products and services to support the key roles
in a robotic automation program
• It enables Developers to quickly acquire the necessary
skills and experience to deliver professional Blue Prism
solutions

Industrialize
Building an internal Training Platform Capability
• Autonomous Training it (ATK) - Blue Prism offers the
opportunity to host and deliver Blue Prism training course.
• These are packaged into Autonomous Training Kits (ATKs)
which allow the training courses to be setup locally on
either physical or virtual Windows desktops.
• Advantages to building your own internal training platform
enables the speed to train new staff within the
Training Platform
• Building a training platform that provides the
individuals with an environment / training
equipment to conduct the required training can be
hosted by a training department
• Requires the necessary skilled and knowledgeable
staff to host the training for other staff members
Best Practices
• Ensure the required roles to fulfil your RPA Capability are
being deployed with a view of ensuring they have the
necessary tools and training to upskill their role
• Continually reviewing and monitoring the Blue Prism Portal
to ensure the roles in your RPA Capability are keeping up
with the latest best practices

Initialize
Initial Roles Trained through an offering
• Initialize training for the required roles for implementing the first project
• Training can be initially carried out by the use of an Autonomous Training
Kit (ATK) provided by Blue Prism or partner
• Alternatively, an Affiliated Blue Prism Training Partner can be used to
train the resource
Developer Upskilling Paths
• Ensure Developers have completed the Developer training path
and studied the solution design guides in order to design solutions
in accordance with standard Blue Prism design principles and
conventions
Blue Prism Portal
• Complimented by additional materials and learning pathways for
analysts, project managers and process controllers.
• Ensure to understand the key roles within a ROM Capability by
reading the role descriptions and reviewing the upskilling paths for
how to upskill the relevant roles in the longer term.

People
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 Learning Materials HOW

Learning
• Training courses are delivered via the self-led online training platform, or alternatively in a more formal classroom environment by a
Blue Prism accredited training partner.
• The Blue Prism accreditation scheme provides confidence to clients and partners that the members of their Robotic Process
Automation team(s) have consistently demonstrated their skills and successfully completed the training relevant to their role (e.g.
ROM Architects, process analysts, process controllers and developers).

Training Model Case Studies Knowledge Sharing

• Organisations need to ensure that all Lead Roles have a
defined Learning Path, that will ensure that they are
equipped with the skills and knowledge required to deliver
RPA Enterprise Solutions.
• As part of the upskilling, it is important to ensure that
assessment of the individuals is part of this learning path.
i.e. how do you ensure that the individuals have
understood and can apply their skills in real-life scenarios.
• Organisations may choose to create a Library of case
studies to use as part of the training, or as reference points
for real projects.
• This can be formulated from real projects or from internal
R&D teams.
• Many organisations will choose to have regular sessions to
ensure knowledge is shared and new ideas are explored.
• Others may choose to have a catalogue of such information
as a reference point online.

Forums Product Guides & Materials

• The forum provides an interactive, collaborative
environment within which Blue Prism users can share
ideas, problems, solutions and suggestions for future
product functionality
• The Releases area contains the Blue Prism releases • Blue Prism Templates provide a base for starting new
(historical and present) subject to your site profile process solutions and process examples provide sample
• Includes technical, functional and operational descriptions solutions for a variety of common processing
of how the product works and how it is designed and
deployed across an organization’s technical infrastructure
using the sections below

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 Training Curriculum for Delivery Roles WHO

Each role within a Robotic Automation capability has a specific curriculum of training modules. These are intended to
support each individual as they gain delivery experience.
Accreditation Product Process Training Modules
Role ROM Controller Developer Support
Timeframe Induction Discovery
ROM Architect 6-9 months P P
Delivery Lead 2-3 months P
Lead Technical Architect 6-9 months P
Technical Architect 2-3 months P
Process Analyst 2-3 months P P
Lead Developer 6-9 months P P P
Developer 3-4 months P P
Junior Developer N/A P P
Solution Designer 3-4 months P
Process Controller N/A P P
Support Analyst 3-4 months P P P
System / Release Manager N/A P P

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 Checklist: People & Training SUMMARY

Training Platform Think Scale Human Resources

Ensure that all Lead Roles have a defined Learning Path and
are equipped with the skills and knowledge
Provide training that supports the selection of candidates
for all roles in the delivery and support teams
Ensure optimum training / mentoring approach for the Blue
Prism delivery and support teams is in place
It is imperative a training platform is in place with the key
being to ensure all roles identified follow an upskilling path
Provide access to the training courses and material required
for the team members to be skilled adequately in their role
Revolutionize the training platform as your RPA Capability
starts to mature in readiness for scale
Ensure the roles in your current model are adequate to scale
to the next level of maturity
Can the current structure and team be as efficient under
scale to produce more automated processes?
Forward planning is required to ensure the minimum roles
required have training paths and the applicable tools
Additional roles added to your model will require training,
support and mentoring, how is this going to be carried out?
Continually review the team structures roles and
responsibilities to ensure segregation of duties is sufficient
Scaling to the next level will require a review of how the
training platform is carried out currently
Engaging with HR to define the roles and responsibilities for
the human workforce and onboarding the Digital Workforce
Ensures the Digital Workforce are onboarded such as a
human colleague
Ensure the Human Workforce have defined roles and
responsibilities
Can help with the adoption of RPA into the fabrications of
the organizations strategy and culture
Ensure HR can help to build up succession planning and
career goals / target into managerial appraisals
Help to define the roles and responsibilities and ensure they
are adopted within the organization

Support & Mentoring Upskilling Paths Roles & Responsibilities

Ensure the core RPA team training and mentoring of new
team members is in line with expansion of team.
Ensure revisiting of training guides, tutorials and self-tests
on the Portal and LMS where necessary
Can be an internal training department or the Delivery
Team who have the sufficient experience
Establish training requirements to equip the operations
team to support the workload for the Digital Workforce
Ensure SME’s from the operations areas are aligned and
accordingly trained to support along the Delivery Lifecycle
Ensure the sufficient mentors are in place that can mentor
new staff to upskill them quickly and correctly
Ensure for each key role identified within the RPA Capability
has a defined upskilling path
Review continually the Blue Prism Accreditation and
Upskilling paths for role relevant to your RPA Capability
Ensure experienced Lead Developers have completed the
Lead Developer training path
Ensure developers have completed the ACE (Advanced
Consolidation Exercise).
Review the accreditation exams for the roles that are
applicable for your model and get those roles accredited
Ensure all roles adhere to the upskilling path identified for
their role
Define the roles & responsibilities that ensure a clear
segregation of duties
Ensure business analysts are in place and are responsible for
finding the processes and business requirements.
Ensure a ROM Architect is responsible for managing the
creation of the Blue Prism delivery capability
Ensure a succession plan is defined for each of the key roles
to allow the team members to upskill
A segregation of duties ensures dedicated Controllers are in
place to monitor production processes
Ensure a Technical Architect acts as the technical expert,
acting as the liaison with other technical teams/IT

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 Further information
For further information following this session, please review the Blue Prism Portal
that contains a wealth of information

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