Overview

RPA (Robotic Process Automation) allows organizations to automate repetitive tasks and improve efficiency. However, without clear structure, automation initiatives can fail or produce limited results. Our RPA Checklist helps you start correctly — aligning technology, processes, and governance to deliver measurable business value.

Why You Need an RPA Checklist

Many RPA initiatives fail because of unclear goals, poor process selection, or missing governance. A structured checklist ensures that automation aligns with strategy, meets compliance requirements, and delivers ROI.

With this checklist, Swiss companies can plan, implement, and scale RPA safely and effectively — ensuring long-term success and transparency.

Checklist Items

The RPA Checklist includes all essential steps to launch a successful automation program:

• Define business goals and automation strategy
• Select suitable processes for automation
• Set up governance and compliance structure
• Define KPIs and success metrics
• Establish testing and change management procedures
• Plan scalability and integration with IT systems
• Prepare post-deployment monitoring and optimization

Process Selection Criteria

Identifying the right process is the foundation of any RPA project. Use the following criteria to guide your decision:

• Repetitive and rule-based steps
• High transaction volumes
• Low exception rates
• Stable input formats and clear business rules
• Significant time or cost-saving potential

Document each candidate process, estimate savings, and prioritize based on complexity versus value.

Governance & Roles

Automation requires proper oversight. Establish governance early to avoid fragmentation and compliance risks.

• RPA Steering Committee: Defines strategy and approves priorities
• Process Owners: Validate automation opportunities and outcomes
• IT & Security: Ensure integration, stability, and compliance
• Center of Excellence (CoE): Standardizes development and documentation

Clear governance enables consistency, risk control, and alignment with business goals.

KPI Definition & Measurement

Measurable success indicators are vital for RPA value tracking. Include both quantitative and qualitative KPIs:

• Time savings per process
• Error reduction percentage
• FTE hours saved monthly
• Bot utilization rate
• Process uptime and exception rate

Regular KPI reviews ensure that automation continues to deliver value and supports continuous improvement.

Implementation Tips

To maximize RPA success in Switzerland, follow these recommendations:

• Start small, then scale up based on lessons learned
• Involve both IT and business users early
• Ensure compliance with local data protection (DSG/GDPR)
• Integrate RPA with existing systems, not around them
• Continuously optimize and monitor bot performance

Next Steps

Download the full RPA Checklist to guide your project planning and governance. The tool provides templates, examples, and KPI frameworks tailored to Swiss organizations implementing RPA responsibly.

The RPA Checklist Switzerland by Innopulse supports organizations with a structured approach to process selection, governance, and KPI definition — ensuring automation success from the start.