Softobiz

PACKAGED OFFER · RPA PILOT

RPA pilot implementation and evaluation

Most automation programs stall because they try to boil the ocean before proving anything. The RPA Pilot in 6 Weeks inverts that. We take a single rules-based, high-volume process, automate it end to end, and run it against real work so you see genuine handle-time and accuracy figures. You finish with a production-grade bot, a validated business case, and a clear-eyed view of what belongs in robotic process automation before you commit to a program.

  • One high-volume process automated end to end, attended or unattended
  • Measured against your real work: handle time, throughput, error rate, cost
  • A validated business case ending in a scale-or-stop recommendation
WHAT YOU GET

A working bot and the numbers to decide.

Which process is worth automating? What return does it actually deliver? Where does human judgment still belong? The pilot answers those questions on your own work, so the decision to scale rests on measured results rather than a vendor promise. Six deliverables come with it.

DELIVERABLE 01

A shortlisted process

Chosen for volume, stability, and rules-based logic, with the expected return sized up front.

DELIVERABLE 02

A working bot

Built and tested against live data, running attended or unattended as the process demands.

DELIVERABLE 03

Before-and-after measurement

Handle time, throughput, error rate, and cost per transaction, measured on real volume.

DELIVERABLE 04

An exception log

Edge cases documented, showing exactly where human judgment still belongs.

DELIVERABLE 05

A validated business case

A scale-or-stop recommendation grounded in the pilot's real results, not projections.

DELIVERABLE 06

A reusable pattern

Naming, logging, and control standards your future bots inherit from day one.

Not a vendor promise, evidence you can fund a program on.

WHO IT IS FOR

Operations leaders drowning in repetitive, screen-based work.

For operations, shared-services, and finance leaders facing invoice keying, data reconciliation, report assembly, and system-to-system transfers.

If your team copies data between applications all day and you want proof before funding a program, six weeks gives you evidence instead of a promise. It draws on our robotic process automation practice and broader automation capability.

THE SIX WEEKS

Deliberately small, so the decision is honest.

WEEK 1

Select and scope

Confirm the process, baseline current effort, and agree success criteria.

WEEK 2

Map and design

Document steps, exceptions, and the full bot workflow before a line is built.

WEEKS 3 TO 4

Build and test

Develop the bot, test against real cases, and harden it against exceptions.

WEEK 5

Pilot run

Run the bot on live volume alongside the team, capturing real performance.

WEEK 6

Measure and decide

Compare results, size the ROI, and recommend scale or stop on evidence.

Each phase ends with a tangible output, so the bot and the business case take shape in front of you.

EXPECTED OUTCOMES

A funded decision, made with data.

Less manual handle timeHandle time is measured on your process before and after the pilot, so the change is your number rather than an industry average.Measured before and after
Fewer keying errorsManual keying runs near 1% of fields for skilled operators and up to 4% for average ones, per human-factors research. Automating the step removes that error class.1-4% baseline removed
Hours returned to the teamCapacity returned each week is counted from the measured handle time and reported per process.Counted, not estimated
An evidence-based decisionA funded call on whether to scale automation, grounded in the pilot's real numbers.Decision at week 6
LAUNCH YOUR RPA PILOT

Bring one process that eats your team's time. Six weeks later, decide with data.

When the numbers justify it, the same pattern scales through our robotic process automation practice. Where a process needs judgment rather than rules, we route it to agentic AI instead of forcing a brittle bot.