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Automation Anywhere Team
mark.goodaireAutomation Anywhere Team
published in Pathfinder Blog
Solution Pattern - Run Remote on Demand

This pattern - one of the most simple - involves logging in to the Control Room to execute the automation when required. The automation will execute on one or more unattended runners/devices. Use this pattern any time you need a process executed ad-hoc - ie. when/as required. This pattern is frequently used for automations supporting project activities including data migration / transformation, often required to upgrade/implement business systems. EXPERT TIP : If human intervention is needed to resolve process exceptions identified during execution, consider use of the “Unattended + CoPilot” pattern. Development Framework : Any Automation360 Development Framework can be used. Solution Design (SDD) : A sample SDD is attached. Administration : You’ll need a role defined that has access required to allow scheduling of an automation. One or more ‘custom roles’ could be created for this purpose - see samples at the following link. How to Use : Follow these steps from the Automation Anywhere

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Automation Anywhere Team
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Automation Anywhere Team
mark.goodaireAutomation Anywhere Team
published in Pathfinder Blog
Solution Pattern - Conversational Automation (Remote via API)

This pattern involves invoking an automation from a ChatBot, by use the Control Room APIs. The automation will execute on one or more unattended runners/devices. Use this pattern any time you need an external application to execution an automation. EXPERT TIP : There is a specific pattern dedicated to execution of automations based on a conversational/chatbot experience. Check it out here. Development Framework : Any Automation360 Development Framework can be used. For this pattern, it is critical that there are ‘output values’ for the automations/taskbots that are called, that can be returned to the chatbot application. Solution Design (SDD) : A sample SDD is attached. Administration : You’ll need a role defined that can generate an API key, as well as role for the ‘runner’ that will execute the automation. Several Control Room APIs are used to securely connect to the Control Room, and execute an automation. One or more ‘custom roles’ could be created for this purpose - see samples at

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Automation Anywhere Team
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Automation Anywhere Team
mark.goodaireAutomation Anywhere Team
published in Pathfinder Blog
Solution Pattern - Run Remote via API

This pattern involves invoking an automation by use the Control Room APIs. The automation will execute on one or more unattended runners/devices. Use this pattern any time you need an external application to execution an automation. EXPERT TIP : There is a specific pattern dedicated to execution of automations based on a conversational/chatbot experience. Check it out here. Development Framework : Any Automation360 Development Framework can be used. Solution Design (SDD) : A sample SDD is attached. Administration : You’ll need a role defined that can generate an API key, as well as role for the ‘runner’ that will execute the automation. Several Control Room APIs are used to securely connect to the Control Room, and execute an automation. One or more ‘custom roles’ could be created for this purpose - see samples at the following link. How to Use : Here is a great video describing how to execute an automation via Control Room APIs. Troubleshooting Execution : The following references API

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Automation Anywhere Team
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Automation Anywhere Team
mark.goodaireAutomation Anywhere Team
published in Pathfinder Blog
Custom Roles

Control Room Administration - CUSTOM ROLE SUMMARY The following summarizes custom roles that are based on Solution Patterns. A role design like this can be used to define the specific role settings required to support different patterns. If the Control Room folder structure is defined by business functions/areas, these roles could also be defined at a Business Unit/Function level as well - ex. CUSTOM_RUN_UNATTENDED_SCHEDULE_FINANCE for users managing scheduled automations in Finance, etc. NOTE: The ‘CUSTOM’ prefix is simply to differentate these roles from the ‘standard/system’ roles available out-of-the-box as part of the Platform. Roles for Automation Consumers Sample Role Name Description Supported Patterns CUSTOM_RUN_ UNATTENDED_ONDEMAND Users who run unattended automations on-demand from Control Room. Run Remote On Demand CUSTOM_RUN_ UNATTENDED_SCHEDULE Users who schedule unattended automations. Run Remote via Schedule Run Remote via Schedule - WLM CUSTOM_RUN_ UNATTENDED_API Users

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Automation Anywhere Team
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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Solution Pattern - Run Remote via Schedule

This pattern involves use of the Control Room scheduling capabilities. The automation will execute on the scheduled dates/times on one or more unattended runners/devices. Use this pattern any time you need a process executed on a schedule. When an automation requester starts mentioning a need for output “every Monday”, “once a month”, etc - your automation can likely use this pattern. EXPERT TIP : If human intervention is needed to resolve process exceptions identified during execution, consider use of the “Unattended + CoPilot” pattern. Development Framework : Any Automation360 Development Framework can be used. Solution Design (SDD) : A sample SDD is attached. Administration : You’ll need a role defined that has access required to allow scheduling of an automation. One or more ‘custom roles’ could be created for this purpose - see samples at the following link. How to Use : Follow these steps from the Automation Anywhere Doc Portal to schedule an automation. Troubleshooting Execution

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Automation Anywhere Team
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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
How to Download a Bot Store Bot into your Automation 360 Control Room

In this Automation Anywhere tutorial, we'll learn how to download Automation 360 bots from Bot Store. Bot Store is directly integrated with the Automation 360 Control Room to allow you to easily publish bots to Bot Store from within the Control Room.

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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Stellar Keynote Recap: Managing Your Automation Pipeline - Identification, Prioritization and Scaling StrategiesMVP | Community Event

Welcome to our Stellar Keynote Recap Series! As part of the 1st Annual Pathfinder Community Space Camp & Generative AI Showcase, we’re hosting live sessions with Community MVPs and industry experts to share the latest developments in intelligent automation—especially Generative AI!—and provide you with learnings and resources to drive success at scale. If you don’t have the chance to attend the live session or want to come back to reference some of the critical mission information that was discussed, we’ve captured key intel from each session to share with you! Day 5 Stellar Keynote is Your Pipeline Lifeline! For our final keynote session, we’re throwing you a pipeline lifeline! Mark Goodaire, our Director of Automation & Business Transformation, chats about all the different approaches to pipeline, pipeline management, and leveraging tech for your pipeline with Adam Favreau, Sr. Manager of HR Technology at Boston Scientific, and Tim Long, Director of Digital & Data Business Services a

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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Using the IQ Bot API to fetch Dashboard Data

This is a guest post from ChanduMohammad S , a Module Lead and a Senior RPA Developer. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com. IQ Bot provides a comprehensive dashboard with details about the documents processed in each learning instance. This data is not only available on the UI, but can also be fetched from the API, so that you can use this data for further processing and custom reporting as per your management needs. In this article, we will explore how you can use the IQ Bot Dashboard data API to fetch the dashboard data using Postman. You can also use REST action in Automation 360 bot to get the same details. Kindly note this article is applicable for Automation 360 (formerly Automation Anywhere Enterprise A2019) Enterprise Cloud IQ Bot only as there are limitations with using APIs in the Community Edition. The outcome of this API is to fetch IQ Bot da

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Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
Unlock Expert-level Skills with Pathfinder Academy for Pro DevelopersPathfinder Academy

In the fast-paced world of automation, staying ahead of the curve is vital. Automation developers must continuously hone their skills to remain competitive in a dynamic job market, where 81% of organizations plan to grow their automation programs. But with technology evolving at breakneck speed, it's crucial to have the right training resources at your fingertips. Enter Pathfinder Academy, your ultimate destination for developing your automation career with quality, hands-on learning — for free. What is Pathfinder Academy? Pathfinder Academy is a new learning resourc e - your go-to source for automation training. Whether you want a clear path from automation novice to ninja, or you want to hone in on specific, in-demand skills, you’re just a few clicks away from engaging in training. Join Pathfinder Academy to explore: Flexible paths with courses that build on each other Engaging, video-based learning Quick, digestible lessons designed to fit into busy schedules Hands-on challenges tha

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Kate.Ressler
Pathfinder Community Team
Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
Introducing: Pathfinder Academy, the fastest way to upskill your automation teamPathfinder Academy

In the fast-paced world of automation, staying ahead of the curve is vital. Automation leaders, in particular, face the task of not only nurturing their own skills but also ensuring their teams are equipped to drive automation success. Finding the right resources, training programs, and materials can be a daunting, time-consuming, and expensive task. That's why we created Pathfinder Academy — your one-stop solution where you can supercharge your automation team toward excellence with quality, hands-on learning for free. What is Pathfinder Academy? Pathfinder Academy is a new learning resource — your go-to source for automation training. Whether you want to give your automation team members a clear path from automation novice to ninja or you want to close specific skill gaps, you’re just a few clicks away from engaging training. Join Pathfinder Academy to explore: Flexible paths with courses that build on each other Engaging, video-based learning Quick, digestible lessons designed to fi

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Kate.Ressler
Pathfinder Community Team
Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
Meet Pathfinder Mission Control: The Game-Changing Companion for Automation LeadersPathfinder Mission Control

Intelligent automation is a team sport. While thriving automation programs across industries are comprised of both lean and large teams, the non-negotiable role essential for a successful program is the Automation Leader—the job function dedicated to leading strategic alignment to business goals, implementation, executive relationship-building, organizational evangelism of intelligent automation, and more. If you are an automation leader, we want you to know we see you. We understand the responsibilities on your plate and the pressure from senior management to deliver and scale. As your team’s leader, there are many ways to approach building and nurturing a successful automation program, as well as many ways you might find your efforts stalled. That’s precisely why we developed Pathfinder Mission Control. Pathfinder Mission Control is your trusted companion for automation success. It is a game-changer for automation leaders by providing expert tools and guidance to build resilient, sca

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Kate.Ressler
Pathfinder Community Team
Micah.Smith
Automation Anywhere Team
Micah.SmithAutomation Anywhere Team
published in Pathfinder Blog
Building a Case for Gen AI: Unleash Your Automation InnovationGenerative AI

Automation leaders across the globe are tuned into the developing power and potential applications of generative AI. But trepidation around the unknowns of this rapidly evolving technology is stopping them from putting this tool to work for themselves, particularly regarding security and compliance. Does that sound like you, too? We’re here to address these concerns and offer guidance to approaching your first generative AI business use case with confidence and success. In this blog we’ll discuss: Approaching challenges with generative AI adoption Use case possibilities Preparing to build your first generative AI business use case Adoption is the challenge 8 years ago an unfamiliar tech was growing in prominence. There was uncertainty around how it worked, whether it was safe and secure, and whether it threatened existing jobs. That tech was intelligent automation. Fast forward to present-day, we’re observing the same unfamiliarity and uncertainty with generative AI. When speaking to o

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Micah.Smith
Automation Anywhere Team
arjun.meda
Automation Anywhere Team
arjun.medaAutomation Anywhere Team
published in Pathfinder Blog
The Unsung Hero: The Importance of SDD Template Organization in AutomationAutomation Pathfinder Program

Solution Design Documents, otherwise known as SDD templates, lay the groundwork for success for your automation program. The way you design, store, and manage SDD templates can be a game-changer — improving efficiency, minimizing opportunities for error, and streamlining processes. Whether you’re getting ready to create an SDD template for your first automation program or your hundredth, you’ve come to the right place. In this article we’ll explore considerations and best practices in SDD templates — their creation, storage, and management — at every phase of your automation program, from Start to Accelerate to Scale. Introduction to SDD Templates Before we dive into specific phases, let’s first establish what an SDD template is. A Solution Design Document (SDD) outlines your end result, or what the process will look like once it’s automated. It serves as a technical guide for the developer, and contains important details like key process steps and how they will be automated, the appli

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arjun.meda
Automation Anywhere Team
Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
Everything You Need To Know About Renewing Your Automation Anywhere Professional RPA CertificationAAU Update

Your Automation Anywhere RPA Certification validates your expertise level within your organization and to prospective employers, so keeping it current is imperative to safeguard your personal career investment. Certification renewal is easy and we’re here to walk you through the process and answer frequent questions we get about certification renewal. Plus—We currently have a special offer to renew your certification for free! Keep reading below to learn more. Here are the questions this blog will answer: Why should I renew my Automation Anywhere Certification? Why is it important to maintain my Automation Anywhere Certification? Am I eligible to take the Automation Anywhere Renewal Certifications? How do I access Renewal Certifications? What is the format of the Renewal Certifications? What is the cost of renewing my certification? Why should I renew my Automation Anywhere Certification? Automation Anywhere professional RPA certifications remain active for two years. Once your certifi

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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Store Spotlight: File Conversion Package

File Conversion package enables bot builders to quickly and easily convert files from one file format to another to simplify the process of making file adjustments. It consists of 11 actions and supports file formats such as JPEG, JPG, GIF, PNG, TIFF, PDF, DOCX, XLSX, PPTX, CSV, and HTML. Here are a couple of use cases for which you can use this package: Emailing files to customers in a non-editable format for the purposes of a professional-looking output (Microsoft Word to PDF Conversion) Converting large, color images to their grayscale alternatives as color images can often be 10x the size of a grayscale image. (Image to Image conversion) Saving out presentations to be shared with customers or partners (Microsoft Powerpoint to PDF) Converting a file to make modifications more easily (CSV to Microsoft Excel) Breaking up multipage files into single-page files for processing in document recognition or storage solutions (PDF to Image, Image to Image) NOTE: Converting files (especially c

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Micah.Smith
Automation Anywhere Team
Micah.SmithAutomation Anywhere Team
published in Pathfinder Blog
Human In-The-Loop (Co-Pilot)Automation Pathfinder Program

Human In-The-Loop means that user involvement is expected during the automation's invocation - and possibly during its execution. Click the link below matching the Solution Pattern Model for your use case for additional details and assets for each Solution Pattern. How will your automation be executed? Desktop Automation There are 4 Solution Patterns for running Desktop Automation. These Solution Patterns are generally executed locally on the user’s machine/desktop (optionally including ‘Picture in Picture’ mode) and use a Process to join together Task Bots and human-readable forms. Co-Pilot Desktop - Standalone - Run on Demand User invokes automation when required, via Control Room, or Copilot Desktop Assistant. Stand alone’ = not embedded in any application (no application/screen/transactional context) Can be used with “Picture in Picture” Automation renders in a ‘picture in picture’ screen (using Microsoft’s Child Sessions built into Windows), allowing the user to continue to use th

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Micah.Smith
Automation Anywhere Team
Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
5 Must-See Sessions for Automation Leaders at Imagine 2023Imagine 2023

Imagine 2023 in Austin, TX is rapidly approaching and, per the usual, we’ve meticulously curated a schedule brimming with informative, inspiring, and interactive sessions that will engage every person in every role and stage of automation. (If you haven’t purchased tickets yet, what are you waiting for? Book your spot today!) But with only two days to spend at our annual event, we don’t want you feeling like it’s the first day of secondary school—frantic to figure out your class schedule, where you need to be, and when. Nobody’s got time for that! With that in mind, we’ve curated a list of the top sessions from Automation Anywhere’s Community Team for automation leaders and/or business analysts that will benefit you the most. We want to maximize our impact on YOU at Imagine 2023, and these five sessions are where we bet you’ll gain big insights and bigger takeaways (everything is bigger in Texas, after all). 5 Habits of Highly Effective Automation Programs Scale Your Program for Succes

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Kate.Ressler
Pathfinder Community Team
Kate.Ressler
Pathfinder Community Team
Kate.ResslerPathfinder Community Team
published in Pathfinder Blog
4 Must-See Sessions for Automation Developers at Imagine 2023Imagine

Hey Developers! Imagine 2023 in Austin, TX is rapidly approaching. We’re going to see you there, right? We’ve diligently curated two full days of informative, inspiring, and interactive sessions that will engage every person in every role and stage of automation. And you can bet that we have sessions planned to specifically benefit our developer community. So trust us when we say, you don’t want to miss out! if you haven’t purchased tickets yet, book your spot today by clicking here. We know your time at Imagine is precious and we want to help you maximize what you are able to take away from just two days. With that in mind, we’ve taken the guesswork out of your plans by putting together this helpful list of the key sessions from the Pathfinder Community team that will have the biggest impact for developers! Introducing Pathfinder Academy Career Quests and Skill Boosters Be the first to get hands on with newly developed role-based and skill-focused training We're revealing our complete

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Kate.Ressler
Pathfinder Community Team
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Automation Anywhere Team
Lee MatthewsAutomation Anywhere Team
published in Pathfinder Blog
Automation Lifecycle and DevOps

Please note that this document is part of The automation Success Framework and is referenced by the following parent document. This specific article discusses different approaches to configuring the platform for DevOps to ensure a secure and practical development methodology. DevOps refers to the tools and practices that guide a software development team and ensure solutions are developed securely and effectively. Automation Anywhere can be configured in various ways to suit different approaches to DevOps. In this article I discuss best practice approaches, which you can adapt to the specific needs of your organisation. The structure of your CoE will have a significant impact on your DevOps approach, as will the number of control rooms you have licenced. Two Control Rooms With two control rooms it is still possible to implement a methodology which implements a clear separation between Development, Testing and Production automations. The diagram below outlines the suggested approach. In

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Automation Anywhere Team
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Automation Anywhere Team
Lee MatthewsAutomation Anywhere Team
published in Pathfinder Blog
Best Practice Automation Reporting

Please note that this document is part of The automation Success Framework and is referenced by the following parent document. This specific article discusses the importance of effective automation reporting and proposes a best practice approach. Building effective reporting into your automations is very important for many reasons. Some examples are: Having a dashboard / reporting to supervise operation of the automation allows business users to monitor what their digital workers are doing. Without some form of oversight of the process, business users may not take proper “ownership”, and may place undue expectations on the Automation CoE to manage the outcomes. It is important to monitor what is triggering exceptions to the process and how many there are. This allows for proper planning of enhancements to the logic. There should be a way to track the notional benefits being delivered by the automation, so the Automation CoE can track ROI of the investment in and maintenance of the auto

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Automation Anywhere Team
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Automation Anywhere Team
Lee MatthewsAutomation Anywhere Team
published in Pathfinder Blog
Setting up and configuring your Control RoomAutomation Anywhere SME

This article is part of a broader series that forms the Automation Success Framework. Please click on the link to view all topics. Note that there is a considerable amount of interdependency between each of the topics. For example, your choice of model for the automation Centre of Excellence (CoE) will influence how you need to configure the Control Room, and will also influence the roles involved in the Automation Lifecycle. The purpose of this particular article is to outline a suggested best practice configuration for the Automation 360 control room to support the below objectives. This post will walk you through the process of configuring the below model to meet the above objectives. It should be noted that every organisation is different, and this configuration may not suit all scenarios. The approaches outlined in this document can be customised by the platform administrator as required. Note also that this document must not be considered a replacement for reading the online docu

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Automation Anywhere Team
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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Bot Store Spotlight - Web Automation Package

Bot Store Spotlight - Web Automation Package The Web Automation Package is one of the most popular packages in Automation Anywhere's Bot Store. This package enables developers to automate web interfaces by leveraging Selenium. It supports Chrome and Edge browser and uses the Open Source ChromeDriver and EdgeDriver under the hood. This package could be used as an alternative to the Recorder package. Using the Web Automation Package, you can use JavaScript to interact with various objects in the web interface. Setup: Here are the links to download ChromeDriver and EdgeDriver. The package itself has the 92.x drivers packaged natively, but if you run into issues - you can try downloading these drivers manually and reference their location either on the Control Room or on the local Bot Runner/development machine. In this video, we have discussed how you can use the Web Automation package to solve the Bot Wars challenge page for the first week of August. We have covered the details about how

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Automation Anywhere Team
Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Tutorial: Building An Automation 360 Package

Tutorial: Building An Automation 360 Package Automation 360 brings with it the ability for developers to create, publish, and share their own custom packages. For those not familiar with the Automation Anywhere platform, a package is a collection of configurable actions that can be used as the building block of bots. Out of the box, Automation 360 includes hundreds of actions contained within 70+ packages. In addition to those packages which ship with the product, the Automation Anywhere Bot Store makes 50+ additional packages available that are all free to download and use within your Automation 360 control room. Essentially these packages form the tools of the proverbial toolbelt that an RPA developer has at their disposal when building bots. But what if I want to integrate with an application that is native to my organization? Or an application that is not represented in the default package set or via Bot Store? Fortunately, the Automation 360 Package SDK provides the framework for

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Automation Anywhere Team
Lee MatthewsAutomation Anywhere Team
published in Pathfinder Blog
The Automation LifecycleAutomation Anywhere SME

This article is part of a broader series that forms the Automation Success Framework. Please click on the link to view all topics. Note that there is a considerable amount of interdependency between each of these topics. For example, your choice of model for the automation CoE will influence how you need to configure the Control Room, and will also influence the roles involved in the Automation Lifecycle. In this article we will discuss the process of managing automations through the various stages of the automation pipeline or lifecycle. Note that a separate article deals with the configuration of the control room to support different DevOps practices and to manage separation of duties. That article is available here.. Introduction The stages through which automations will move should be considered as more of a lifecycle that a straight pipeline. This is because automations tend to evolve continuously as the operations of the business change. There are four key stages to the automatio

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Automation Anywhere Team
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Automation Anywhere Team
Lee MatthewsAutomation Anywhere Team
published in Pathfinder Blog
Establishing your Automation Centre of Excellence (CoE)Automation Anywhere SME

This article is part of a broader series that forms the Automation Success Framework. Please click on the link to view all topics. Note that there is a considerable amount of interdependency between each of these topics. For example, your choice of model for the automation CoE will influence how you need to configure the Control Room, and will also influence the roles involved in the Automation Lifecycle. In this article we will discuss the role of the Automation Centre of Excellence (CoE), the different CoE structures that are possible, and the benefits and disadvantages of each structure. Introduction The Automation Centre of Excellence (CoE) is an organisational unit dedicated to ensuring that the automation program is as successful as possible. All activities of the CoE should ideally be directed toward achieving this goal. To ensure that the CoE is fulfilling this goal it is important for an organisation to first define what a successful automation program looks like. The followin

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Automation Anywhere Team

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