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Solution Design Workbook (SDW)

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

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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

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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Common EHR Pushback

Addresses common pushback from internal Epic teams and how to respond.

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Document

Strategy

IT Readiness Toolkit

Guides automation programs and IT through infrastructure requirements and best practices.

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Automation Platform Evaluation

Questions to use when evaluating automation platforms (UiPath, Automation Anywhere, Blue Prism, Power Automate).

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