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uipath project kickoff checklist

Preparation

Define project scope and objectives

Identify key stakeholders and their roles

Set project timeline and milestones

Allocate resources and budget

Conduct initial team meeting to discuss project goals and expectations

Define project deliverables and success criteria

Develop a communication plan for regular updates and progress reports

Assign roles and responsibilities to team members

Identify potential risks and develop a risk management plan

Establish a project governance structure

Create a project schedule with task dependencies and deadlines

Define the project's quality assurance processes and metrics

Infrastructure Setup

Configure Orchestrator for centralized management

Set up development, testing, and production environments

Configure necessary integrations with other systems or applications

Provision necessary hardware and software requirements for development, testing, and production environments

Establish backup and disaster recovery plans for infrastructure

Define user roles and permissions for access to UiPath resources

Implement security measures such as encryption and access controls for sensitive data

Training and Onboarding

Familiarize team with project requirements and business processes

Assign roles and responsibilities within the team

Set up communication channels for collaboration

Schedule regular check-ins and progress updates to ensure team members are on track with their training

Assign mentors or senior team members to provide guidance and support during the onboarding process

Implement a feedback loop to gather input from team members on the effectiveness of the training and onboarding process

Development

Create process flowcharts and document requirements

Develop and test automation workflows in UiPath Studio

Implement error handling and exception handling

Conduct code reviews and peer testing

Collaborate with stakeholders to gather feedback and make necessary adjustments to the automation workflows

Conduct user acceptance testing to ensure the automation workflows meet the requirements and expectations of the end users

Implement best practices for naming conventions, variable usage, and workflow design to ensure scalability and maintainability of the automation workflows

Document the automation workflows, including detailed explanations of each step and any dependencies or requirements

Create a version control system to track changes and revisions to the automation workflows

Testing and Deployment

Perform functional testing to validate automation workflows

Conduct user acceptance testing with stakeholders

Deploy automation workflows to production environment

Monitor and troubleshoot any issues that arise

Create test cases based on use cases and requirements

Execute regression testing to ensure no new issues are introduced

Document test results and any issues encountered during testing

Obtain sign-off from stakeholders before deploying to production

Create a rollback plan in case issues arise during deployment

Post-Deployment

Provide ongoing support and maintenance for automation workflows

Collect feedback from users and stakeholders for continuous improvement

Conduct regular reviews to assess project performance and ROI

Plan for future enhancements and expansions

Monitor automation workflows for any errors or issues

Document any updates or changes made to the automation workflows

Schedule regular meetings with stakeholders to discuss any issues or improvements needed

Train team members on how to troubleshoot and resolve any issues with the automation workflows

Implement any necessary updates or enhancements based on feedback and reviews

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