How User-centric Discovery Can Ensure the Success of Your Automation Project

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Henry Ford once said, “If I had asked people what they wanted, they would have said, ‘faster horses.’”

I am always amazed that many companies don’t get feedback from the people who actually do the work. Instead, they still define their requirements by bringing a group of leaders and subject matter experts into a room and asking what they need. Don’t get me wrong; good ideas come from these meetings, but you can miss opportunities to really make improvements and eliminate things that are holding you back.

This comes from sitting down with the people doing the work, day in and day out. Listening to the challenges they face will give you the opportunity to try something new and different to dramatically change the way work gets done. While this task appears beneficial, the approach may seem daunting. Here are tried-and-true methods our clients have used to get the right solutions for their operations.

Zone in on key performers. When starting the process automation project, identify one or two top performers and a few from the bottom of the pool. Next, spend some time walking in their shoes with the goal of documenting a day-in-the-life of your process workers. This is the only way to truly understand why they do their work the way they do.

Walk in their shoes — literally. The most effective way of doing this is through user observations or “shadowing” the user in their environment. Sit in their cubicle. Ask them to narrate the work they are doing. Question when you need more detail. Request screen shots and copies of any materials they use, such as “cheat sheets” and reference materials. This ensures you have the details to build requirements. Take note of any complaints or challenges. At the end of your time together, ask for a list of their top three “pain points.”

Leverage your tools. To ensure a truly accurate snapshot of the work being done, consider enhancing your discovery process with analytics tools. OpenConnect’s WorkiQ and DiscoveriQ automatically gather detailed process data. This provides “time and motion” data to show the duration being spent in the applications required to complete the process. It gives insight into productive vs. non-productive activity for each user. It will also give you a significant head start on documenting the process automation requirement. In the end, you have an accurate benchmark of your as-is process to later compare with the automated solution.

Determine: what’s in it for them? It’s critical to understand what motivates your process workers. This is a major factor that drives work behavior. Take time understanding the KPIs by which they are being measured. Uncover any personal concerns that negate their performance.

Having the full and complete picture of how work is really getting done gives you all the information needed to map out next steps. It opens the gate for new and innovative ways of tackling the work. It also identifies opportunities to automate the parts of the process that do not require cognitive human interaction.

User-centric discovery has been proven to reduce re-work both in software design and for RPA projects.Equally as important, it helps with user acceptance rates when a new solution is rolled out. This is because the end users have participated in the process and feel a sense of ownership.

If you missed Part 1 of this blog series, click here to read “Three Steps to Jump-start Your Process Automation Project.” Next time, we will share the importance of measuring the success of your automation project.

In the meantime, OpenConnect is ready to guide you through the discovery process and help build a business case. Click here to contact us today to schedule a DiscoverNow session.