I’ve seen a similar question before: Rob King’s answer to What is the life cycle of RPA?
This takes a macro view but gives you phases and steps to follow. Fundamentally though the simpler answer is good planning, some preparation and an environment that supports starting small and growing.
As a consultant I would recommend tapping into experienced practitioners who can help you to understand and integrate RPA within your business. It’s not that you can’t do it alone, but focused consultancy will accelerate your progress and help you to avoid the pitfalls. It’s a simple equation and from my own perspective having someone familiar with the market will help you select the solution that is right for your business needs, probably the most important of the early steps.
The second consideration is ongoing knowledge and training. RPA solutions have several major updates every year, and it’s not really about just using one solution but the entire ‘ecosystem’ of solutions that together you will adopt to meet business needs. Learning companies like the RPA Academy provide Robotic Process Automation Training and the ongoing relationship to keep you up to date too.
I have written a book about this, Click Home, which was designed to take people on the whole journey from getting started, to growing and scaling up, this would be my final suggestion. By following the steps in the book you can avoid most of the pitfalls, making a few mistakes is fine so long as you learn from them. Good Luck.
Rob King (VP Product, UK Country Director at The RPA Academy)