RPA BUSINESS CASE TEMPLATE

SUBMITTED TO	SUBMITTED BY
TO THE ATTENTION OF	POINT OF CONTACT
ADDRESS	ADDRESS
PHONE	PHONE
EMAIL	EMAIL
DATE SUBMITTED	DELIVERY METHOD

REASON FOR THE RPA PROJECT Describe how the robotic process automation solution could make an organization process more efficient or effective. Give an overview of the RPA solution and the employee-executed process that it would affect.
CURRENT PROCESS Describe in detail how the organization's process is currently executed. Include details on the current number of employees and employee hours that are needed to execute the process on a daily, monthly, or yearly basis. Include details on any problematic issues with how the current process is accomplished.

RPA SOLUTION Describe the RPA solution, how it is expected to operate, and how it will impact the number of employees or employee hours needed to execute the process.
COSTS How much will the project cost? Include initial costs for the technology, all initial development costs, and all ongoing costs to operate and maintain the solution.
BENEFITS What are the benefits to the project? Detail savings in employee labor and other costs. Also detail other potential benefits, including increased accuracy of data, ability to reassign employees to other tasks, etc.

RISKS Describe the risks to the project, including the potential for unanticipated costs, potential problems with implementation, or potential problems with getting the solution to effectively execute the process.
IMPLEMENTATION AND SCHEDULE Describe how the RPA solution will be implemented. Include details on the phases of RPA implementation and the expected time it will take to fully implement the solution. Provide details on how the solution will be tested throughout the implementation and after full implementation, but before it begins its ongoing execution of the process. Provide details on contingency plans for delayed implementation and for the discovery of any problems regarding how the RPA is executing the process.
RECOMMENDATION Summarize the project and why it will help the organization.

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