RPA Opportunity Sprint (5-10 days)
A rapid assessment and pilot deployment offer that identifies high-value automation candidates, builds a working proof-of-concept, and maps a roadmap for scaling RPA across client operations. Time: 5-10 days.
By InnovaAI ResearchPublished
RPA Opportunity Sprint (5-10 days)
A rapid assessment and pilot deployment offer that identifies high-value automation candidates, builds a working proof-of-concept, and maps a roadmap for scaling RPA across client operations.
- Client has identified a repetitive, rule-based process with measurable time or cost burden
- Access to a sandbox or test environment for the target applications
- A named client stakeholder with authority to approve the pilot scope
- Basic documentation of the current process steps and inputs/outputs
- Agreement on success metrics (e.g., hours saved, error rate reduction)
- 1.Interview process owners and document the top 5 candidate workflows
- 2.Quantify time spent, frequency, and error costs for each candidate
- 3.Select one workflow for the pilot based on feasibility and ROI
- 1.Map the pilot process step-by-step, including exceptions and edge cases
- 2.Identify system access, credentials, and data sources required
- 3.Define the automation logic and decision rules in a process definition document
- 1.Set up the automation environment and configure the chosen platform
- 2.Build the initial bot or agent for the pilot workflow
- 3.Test the automation in a sandbox with sample data
- 1.Run the pilot automation on live data with human supervision
- 2.Log errors, exceptions, and performance metrics
- 3.Refine the automation logic based on initial results
- 1.Measure pilot outcomes against the agreed success metrics
- 2.Document the results, including time saved and error reduction
- 3.Present findings to the client and secure approval for broader rollout
- 1.Identify the next 3-5 automation candidates based on pilot learnings
- 2.Prioritize them by ROI, feasibility, and strategic alignment
- 3.Draft a phased roadmap with estimated effort and savings for each
- 1.Define governance and maintenance processes for the automation portfolio
- 2.Recommend monitoring, alerting, and version control practices
- 3.Create a training plan for client staff to manage automations
- 1.Prepare a detailed proposal for the full automation program
- 2.Include pricing options for build, run, and optimize phases
- 3.Align the proposal with the client's budget cycle and strategic goals
- 1.Deliver the final report and roadmap presentation to stakeholders
- 2.Demonstrate the pilot automation live and answer questions
- 3.Collect feedback and refine the proposal based on client input
- 1.Finalize the statement of work for the next phase
- 2.Transition pilot documentation and access credentials to the client
- 3.Schedule a follow-up review to assess pilot performance after 30 days
Agencies can charge a premium for this sprint because it delivers a working proof-of-concept that de-risks the client's automation investment. The pilot typically saves clients 20-40 hours per month, justifying a $5k-$15k fee. The roadmap creates a natural upsell into a larger implementation retainer, often worth $50k-$200k annually.
- Process audit report with quantified ROI for top 5 candidates
- Working pilot automation deployed in the client's environment
- Pilot results summary with metrics against baseline
- Prioritized automation roadmap with phased effort and savings estimates
- Governance and maintenance playbook for scaling RPA
The pilot automation is live and achieving the agreed success metrics, and the client has signed off on the roadmap and proposal for the next phase.