Multiple Robotic Process Automation Proof-of-Concepts for the Finance Sector

Project Description

We are a privately held global company that would rank in the top 100 of Fortune 500 rankings, with more than 200,000 people delivering over $38B of annual revenue across a multitude of industries, business and technology areas, and functions. We are looking for a rockstar resource / automation guru to assess and implement automation tools to transform our finance function. These automation efforts will allow us to repurpose time and money that could generate immense savings and drive increased quality by eliminating manual, repetitive, error-prone tasks.

Project Objectives

The objective of this project is to develop robotic process automation pilots for a set of manual, error-prone finance processes. Key data related to each process has been collected from business process owners, including resources needed, hours involved, frequency, and specific tasks targeted for automation. For those participants that advance to Phase 2, virtual sessions with the business process owners will be made available as needed to clarify questions about the finance processes.

Project Structure

• Phase 1 – Open Call for Proposals – Winning participants will be hired to move on to Phase 2.
• Phase 2 – Proof of Concept Development  – Winning participants from Phase 1 will be paid to develop automation Proofs of Concept for specific finance processes. Following evaluation of the Proofs of Concept, Phase 2 winners will be selected and moved onto Phase 3 to scale their output into a pilot. (Timeframe approximately 5-15 business days)
• Phase 3 – Pilot Development – Winning participants from Phase 2 will be given the opportunity to scale their Proof of Concept into a pilot. Participants should submit proposed total cost and fixed hourly rates to be considered for final compensation.

Phase 1 Proposals

As part of your proposal please answer the following questions:

• Describe your experience building and implementing pilots using robotic process automation tools, specifically UiPath?
• What trade-offs must be considered when choosing one automation tool over the other?
• What approach or methodology would you apply to build and implement an automation solution?
• What strategies would you use to interface with business process owners?
• What steps would you take to access and work with confidential data?
• What other lessons learned need to be considered when building automation solutions?