Automation & RPA

1. Brief service summary

Examine the relevance of automating repetitive tasks and prepare operating conditions. The engagement specifies rules, exceptions and supervision required before any implementation or use of software robots.

2. Your needs

Tasks regularly occupy teams: data entry, reconciliation or transfers between applications. Repetition suggests possible automation, but variations and incidents are not always sufficiently documented.

You wish to distinguish suitable tasks from a process that first needs simplification, stabilisation or reorganisation.

3. Objectives of the engagement

The engagement aims to assess candidate tasks, specify prerequisites and compare options. It helps identify processing that can follow explicit rules and processing that must remain subject to human judgement.

The objective is controllable automation with known limitations and recovery arrangements.

4. Indicative scope

The work may cover task steps, applications concerned, data, exceptions and documented volumes. Options are compared according to stability, criticality and access constraints.

Identification, logging, alerting and maintenance needs are examined. Degraded operation and interruption options are prepared; no ungoverned autonomous behaviour is presumed acceptable.

5. Possible delivery arrangements

Authorised observation, interviews and workshops help describe cases. A prototype may be considered in an agreed environment, with synthetic or expressly authorised data and validation criteria defined beforehand.

6. Possible deliverables

Deliverables may include a qualification framework, task dossier, solution comparison and supervision and validation protocol.

7. Conditions and limitations

Neither gains nor incident-free operation is guaranteed. Licences, a production robot and operations are not automatically included. Access must not bypass application protections or rights. Service 06.03 addresses digitised processes; 06.06 examines AI uses, distinct from deterministic software automation.