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Automation Journey

SS&C Blue Prism’s Ultimate Guide to your Automation Journey

Our automation journey guide will help you implement, optimize and stay up to date with your robotic process automation (RPA) and intelligent automation (IA) journey. Our practical guide is packed with strategic insights and advice. Discover how to implement or refine your automation so you can avoid common pitfalls and build a successful, unified human and digital workforce. 

The ultimate guide for your automation journey

Our goal is to help you discover the best automation solution to bring your organization better ROI, optimize your processes and unify your workforce. Whether you’re just starting in your automation journey, or you’re looking to improve what you already have, our guide will help you achieve your business goals and establish a clear framework to success.

Find out how you can increase productivity with end-to-end process automation using the technologies best suited to your organization’s goals. Create scalable solutions that can grow with your business over time and improve employee and customer satisfaction.

Our guide is your resource to a robust automation journey, written by subject matter experts and thought leaders to give you the support you need.

We want to scale and grow your enterprise through automation. Contact our experts to find out how we can help.

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Section 1

RPA and Intelligent Automation Basics

In this section of our guide, you’ll learn how robotics process automation (RPA) and intelligent automation (IA) work, how they can be used in your organization, the benefits and how they’re changing, and how to use the SS&C | Blue Prism® Robotic Operating Model 2 (ROM™2) to strategically expand your IA capabilities.

Chapter 1: Introducing ROM2 - Automation Operating Model Chapter 2: RPA vs Hyperautomation: What’s the Difference? Chapter 3: Glossary of Automation Terms Chapter 4: Common Robotic Process Automation (RPA) Use Cases Chapter 5: Top 5 Reasons Why Intelligent Automation Transforms Organizations Chapter 6: RPA vs Intelligent Automation: What’s the Difference? Chapter 7: Will RPA Technology Take Human Jobs? Chapter 8: How To Get Started With Robotic Process Automation (RPA)

Section 2


In this section, we’ll be showing you why it’s important to set goals for your automation and how to build an automation strategy that’s scalable enterprise-wide. Learn where to start your organization’s automation journey and how to build an RPA business case. We’ll teach you how to calculate your automation ROI and develop an RPA strategy with an innovation-centric approach to unifying your workforce.

Chapter 1: Building your RPA Business Case Chapter 2: Why it’s Important to Establish an Attainable RPA Vision Chapter 3: How to Calculate RPA ROI Chapter 4: RPA Challenges: Overcoming Barriers to Intelligent Automation Adoption Chapter 5: Executing an Intelligent Automation Strategy at Scale with a Proven Operating Methodology Chapter 6: Best Practices: Change Management in RPA and IA Chapter 7: How To Create an RPA Strategy

Section 3


Our aim is to help your organization successfully transition towards a unified workforce, seamlessly connecting people and digital workers for an optimized and cohesive workflow. This section will help you establish an organizational model to frame the roles and responsibilities in your organization, ensuring your automation journey stays on track.

Chapter 1: Best Practices for Building an Automation (RPA) CoE Chapter 2: IA and RPA Governance Best Practices Chapter 3: RPA Roles and Responsibilities

Section 4


This section will show you how to design RPA and IA processes to fit with your overall business goals. We’ll give you practical tips on structuring your automation pipeline, defining ownership and setting expectations across your organization. We’ll share the benefits of RPA and how you can use an RPA assessment template to better deliver your business value.

Chapter 1: Process Discovery: How to Identify Automation Opportunities Chapter 2: The Top 10 Robotic Process Automation (RPA) Benefits Chapter 3: 6 Robotic Process Automation Design Principles

Section 5


Our development section will show you how to establish an innovative automation strategy that allows you to deploy your RPA and IA at scale. This section will teach you all about having a reliable RPA methodology so you can test and control the quality of your RPA automation. Find out the best practices for RPA security, including a checklist and lifecycle steps to ensure your automation journey is on the right track.

Chapter 1: IA & RPA Lifecycle Stages Chapter 2: How To Implement RPA & IA in 6 Steps Chapter 3: How Do I Ensure IA & RPA Security? Chapter 4: RPA Testing: How To Perfect Processing and Data Extraction Chapter 5: Find Your RPA Methodology

Section 6


In this section, we’ll tell you how you can implement RPA and IA using our deployment checklist so you’re getting the most from your workforce. We’ll share our RPA maturity model and support model to discover if your process automation follows your organization’s overall goals. We’ll also cover RPA disaster recovery and continuity to ensure your automation journey is secure and successful.

Chapter 1: Are You Getting the Most from Your Digital Workforce? Chapter 2: How To Use an IA & RPA Maturity Model