What does the RPA Engagement Deal Analysis Second Edition include?
The product delivers a 60+ file digital playbook from The Art of Service, emailed to you within 24 business hours. It contains PDF guides, XLSX spreadsheets, calculators, scorecards and dashboards organised into Platinum-Tier centrepieces, a Getting-Started guide, self-assessment matrices, requirement templates, frameworks, process playbooks, KPI dashboards, governance tools, improvement frameworks, advanced case libraries and quick-reference cards.
Are you risking costly RPA deal failures, missed governance deadlines, or lost stakeholder confidence because you lack a proven way to evaluate every automation engagement? Without a rigorous assessment, you expose your organisation to audit findings, contract penalties, and competitive disadvantage. The RPA Engagement Deal Analysis Second Edition playbook eliminates that risk by giving you a ready-to-use, evidence-based framework that transforms vague intuition into actionable insight the moment you open the first file.
What You Receive
- 00_Platinum_Tier - Master Operations Playbook (PDF): a step-by-step guide that maps the full RPA engagement lifecycle, enabling you to design, negotiate and monitor deals with confidence.
- 90-Day Adoption Roadmap (XLSX): a calendar-driven planner that aligns resources, milestones and KPIs, so you can deliver measurable results within the first quarter.
- Deal-Evaluation Template (PDF): a structured questionnaire with 677 case-based questions across seven domains, allowing you to benchmark design, governance, performance and stakeholder value.
- Risk-Handler Catalogue (XLSX): a matrix of common RPA pitfalls and mitigation actions, helping you avoid compliance breaches and overruns.
- Outcomes Dashboard (XLSX): visual scorecards that turn raw assessment data into executive-ready reports, speeding decision-making and securing buy-in.
- Incident Response Runbook (PDF): predefined steps for handling under-performing bots or contract disputes, protecting service continuity.
- 01_Getting_Started Guide (PDF): a quick-start overview that gets your team up to speed in under an hour.
- 02_Self-Assessment & Diagnostics (XLSX): maturity matrices and gap-analysis worksheets that pinpoint where your RPA engagements fall short.
- 03_Requirements & Goal-Setting (PDF): templates for stakeholder mapping and objective definition, ensuring alignment before any deal is signed.
- 04_Models & Frameworks (PDF): comparison tables of leading automation frameworks, helping you select the right approach for each project.
- 06_Processes & Execution (13-17 XLSX/PDF files): implementation playbooks, RACI charts, interview scripts and execution worksheets that standardise delivery across teams.
- 07_Performance & KPIs (XLSX): measurement dashboards that track bot utilisation, ROI and compliance in real time.
- 08_Quality & Governance (PDF): audit-prep checklists and policy templates that keep you audit-ready at all times.
- 09_Sustainment & Improvement (PDF): continuous-improvement frameworks that embed learning and scalability into your RPA programme.
- 10_Advanced Topics (PDF): case archives and scenario libraries for senior leaders to explore strategic extensions.
- 11_Reference & Quick Cards (PDF): at-a-glance cheat sheets for rapid decision support.
- README.md and CUSTOMER_EMAIL.txt: onboarding notes that explain how to access and use every file within 24 business hours of purchase.
How This Helps You
- Identify hidden inefficiencies in RPA deals before they become costly overruns, protecting your budget and reputation.
- Prioritise remediation spend with data-driven insights, reducing the likelihood of audit findings and regulatory fines.
- Accelerate stakeholder approval cycles by presenting clear, benchmarked evidence of value, keeping contracts and projects on track.
- Mitigate risk of contract disputes through the Incident Response Runbook, ensuring service continuity and client satisfaction.
- Scale automation initiatives confidently with the 90-Day Adoption Roadmap, avoiding the common pitfall of siloed, under-performing bots.
Who Is This For?
- RPA Programme Managers responsible for negotiating and overseeing automation contracts.
- Automation Consultants who need a rigorous, repeatable assessment method for client engagements.
- Digital Transformation Leads tasked with aligning RPA investments with strategic objectives.
- Chief Technology Officers and VP of Engineering who must assure board-level governance and ROI.
- Business Analysts and Process Architects who design, evaluate and optimise RPA workflows.
Choose the RPA Engagement Deal Analysis Second Edition now and turn every automation deal into a proven success story. Your competitors are already benchmarking - don’t let them out-perform you.
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