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