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New Post 12/31/2021 5:08 PM
User is offline Tarra Nott
1 posts
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New to Community- RPA Migration in Progress 

I'm so grateful I found this site, such a great resource for anything and everything I need relating to BA work. 

I am a department lead for a financial institution that is going through an RPA solution migration. This project includes RPA processes that have been out over 15 years. Our team has a short timeline to move all active RPA into the new solution. We do have a formal project with several phases planned out.  For my team, this project entails, learning a new RPA solution,  reviewing current process, working with Business Units on migration plan designs and meet the deadline for out contact sunset for our existing RPA. I've built out a migration playbook to cover the steps, timelines, and expectations. I would welcome advice on best practices during this migration, especially working with Business Owners to accomplish the goal

Thank you in advance!

New Post 1/10/2022 2:59 PM
User is offline hims111
9 posts
10th Level Poster

Re: New to Community- RPA Migration in Progress 

Hello Tarra,

Stated below are my thoughts from migrating applications and DBs - legacy to next gen apps / cloud migration.

Gain insight into the existing processes with the appropriate technique that you deem right. It could range from conducting interviews to analysing current-state documented processes or shadowing users performing the processes so that you don’t miss out on any task as insignificant as that may be to the user or any keystroke that the user may be employing to accomplish the task. These techniques may entail time and effort; however, these have been employed at large and are time-tested. As an alternative, you could also go for process mining software which could save you time and effort; however, it would come at a cost.

Once, you have identified your current-state processes / tasks, I would delve into –

  1. Identifying bottlenecks
  2. Removing redundant processes
  3. Simplifying processes

From here on, I would embark on the task of creating a future-state process map which would help you identify the processes that could be potential candidates for automation. At this stage, you might even find gaps that your new solution may not be able to cater to. Identifying gaps would present you an opportunity to score some brownie points with your business stakeholders.

Next, would be the testing phase. Depending on your circumstances and the bandwidth that you have prior to go-live, you could also have a parallel run of your new solution and existing one. This would help you compare and evaluate the results. Parallel run gives you an opportunity to iron out last minute discrepancies, if any and sets the stage for a successful cut-over.

It is of paramount importance to involve your business stakeholders at each stage of your migration for verification and validation purposes, be it during interviews, shadowing, documenting current and future state process maps or mapping processes to the new solution or during testing or parallel run.

Stated above is just a high-level summary of my personal experiences from a few different projects that I have worked on. Hope this helps.

Kind Regards,








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