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Process Definition Document (PDD)
Formalizes the final design of an automation solution; an approval artifact for design-to-development.
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Planning
Plan Toolkit
Helps Solution Architects and developers collect the technical design requirements for an automation.
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Template
Planning
RPA Connectivity Guide
Helps make infrastructure decisions with automation platforms and enterprise systems like EHRs.
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PDF
Build
Process Mapping Guide
Helps teams document a process for automation.
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PDF
Planning
Automation Intake Form
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Template
Planning
Prioritize Toolkit
Compares ROI and complexity across multiple automations to manage your pipeline.
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Template
Planning
Return on Investment Toolkit
Collects information to use when deciding whether to build an automation (Identify phase).
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Template
Strategy
RPA Decision Framework
A technology decision tree for evaluating a process for automation.
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PDF
Strategy
Automation and Machine Scheduling Template
Manage how automation run times align across all machines dedicated to automations.
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Template
Build
Common EHR Pushback
Addresses common pushback from internal Epic teams and how to respond.
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Strategy
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