What role and scope does a Business Analyst play in the RPA?

What role and scope does a Business Analyst play in the RPA?

Business Analysts play a prominent role within the RPA implementation since they act as an intermediary between the company that has got to automate a selected process and developers who create a robot.

BA gather the process requirements from the business unit members and then they corroborate that information to create the PDD documentation which needs to encompass the full scope of the project.

BA specialists oversee transferring knowledge from the business unit to the technical solution level, namely to the RPA developers. The RPA Business Analyst should have a correct understanding of each business requirement.

The purpose of that is to ensure that the technical solution fully meets the needs of the business department. As soon because the technical team finishes the answer development, the BA analyses and confirms whether the answer matches all the business criteria.

Among the competencies required for RPA Business Analyst are business & industry knowledge, curiosity, communication skills, patience, vision, and in fact, analytical skills. Correspondingly, a good RPA Business Analyst need to:


Create PDD documents with clear and concise info like user stories and epics

Be alert of the new technology, best tools & solution for the project or process

Gain knowledge of multiple domains

Define the new processes to be followed post automation of existing processes

Pertaining to the UiPath Academy, the phases of RPA Business Analyst activity include:


Creating the inventory of the processes that suggests determining the automation potential of every process and filtering out those unfit for automation to narrow down the scope of labour

Conducting the chance assessment of the chosen processes during which the BA takes under consideration the method complexity, input type, etc.

In the Solution Design Phase, a BA creates the method Design Document (PDD) with the assistance of which he transfers knowledge from the business unit to the event team. To find out how to create a proper PDD, check out my answer in which I’ve step-by-step described how the PDD should look like and how Explorer Expert could assist you in creating it.

If BAs also are liable for quality assurance, they even have to make test cases and scenarios

During the Automation Phase, the BA must monitors and keeps track of the changes that occur and initiates the Change Management process by evaluating the impact of the changes proposed.

In the Testing Phase, the BA coordinates all testing efforts and ensures the required sign offs are obtained

During Stabilize & Improvement stages, BA compare KPI and compare the expected results to the ones

Finally, yet importantly, goes the coordinating of the handover documents among the stakeholders and ensuring all the Change management procedures are followed.

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