Business Process Automation - Implementation Toolkit (Excel XLSX)

RPA EXCEL DESCRIPTION

Editor Summary Business Process Automation - Implementation Toolkit is a 39-page Excel-based (XLSX) toolkit with a supplemental ZIP, authored by Gerard Blokdijk, providing templates, step-by-step workplans, and maturity diagnostics for Business Process Automation projects. Read more It follows a 3-step process: a 49-requirement quickscan (PDF), a Self Assessment Excel Dashboard with 633 case-based questions across 7 core areas and RDMAICS, and 62 implementation Project Management Form Templates covering over 6000 requirements. Sold as a digital download on Flevy with immediate digital download.

Use this toolkit when an organization is planning or executing business process automation initiatives and needs a diagnostic-to-implementation workflow that links assessment to project templates.

  Business Process Managers conducting maturity assessments and stakeholder quickscans using the 49-requirement quick edition and radar-chart outputs.
  Automation Leads prioritizing automation candidates using the Self Assessment Dashboard’s dynamically prioritized projects-ready RACI Matrix.
  IT Project Managers generating project plans and success criteria from the 62 step-by-step Project Management Form Templates.
  Operations Managers tracking implementation progress and protecting assessment data offline via the Excel dashboard.

The three-step, RDMAICS-based approach—quickscan, data-driven self-assessment, then project-template implementation—follows standard process-improvement discipline used in consulting.

The Business Process Automation Implementation Toolkit includes a set of best-practice templates, step-by-step workplans, and maturity diagnostics for any Business Process Automation related project. Please note the above partial preview is ONLY of the Self Assessment Excel Dashboard, referenced in steps 1 and 2 (see below for more details).

Through a 3-step process, this toolkit will guide you from idea to implementation. Please find a below a summary of the 3 steps.

Step 1 – Get your bearings

Start with the latest quick edition of the standard requirements Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview, and share with stakeholders.

Organized in a data-driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the example pre-filled Self Assessment Excel Dashboard to get familiar with results generation.

Step 2 – Set concrete goals, tasks, dates, and numbers you can track

Featuring 633 new and updated case-based questions, organized into 7 core areas of process design, this Excel Self Assessment Dashboard will help you identify areas in which standard requirements improvements can be made. Features of this dashboard include:

•  Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per
process and participant and bespoke, ready to use, RACI Matrix
•  Gives you a professional Dashboard to guide and perform a thorough standard requirements Self Assessment
•  Is secure: Ensures offline data protection of your Self-Assessment results
•  Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

Step 3 – Implement, track, follow up, and revise strategy

The outcomes of step 2, the Self Assessment, are the inputs for step 3. Start and manage standard requirements projects with the 62 implementation resources. These are 62 step-by-step Project Management Form Templates covering over 6000 project requirements and success criteria.

TOPIC FAQ

What are the typical phases of a business process automation implementation?

A practical phased approach begins with an initial diagnostic quickscan to get bearings, then a structured self-assessment to set goals and priorities, and finally template-driven implementation and tracking. The Business Process Automation - Implementation Toolkit organizes these into a 3-step flow with a 49-requirement quickscan and 62 implementation templates.

What is RDMAICS and how does it apply to process improvement work?

RDMAICS stands for Recognize, Define, Measure, Analyze, Improve, Control and Sustain; it organizes a data-driven improvement cycle used to structure assessment and improvement activities. The Self Assessment Excel Dashboard in the toolkit uses RDMAICS as its organizing cycle to present results and guide follow-up actions.

How can a Self Assessment Dashboard support an automation project?

A Self Assessment Dashboard can auto-generate reports, produce a radar chart for maturity assessment, deliver insights per process and participant, and create a bespoke RACI Matrix to prioritize next steps. The toolkit’s Excel dashboard consolidates these outputs to identify improvement areas using 633 case-based questions.

What should I look for when choosing a BPA toolkit for a short timeline?

For rapid timelines, choose a toolkit that includes a ready quickscan to produce immediate stakeholder insight and a pre-filled example dashboard to accelerate results generation. The referenced toolkit offers a 49-requirement quick edition PDF and a pre-filled Self Assessment Excel Dashboard for quick familiarization.

How much implementation detail do templates typically provide for BPA projects?

Implementation-focused toolkits can supply detailed, step-by-step project forms and success criteria. For example, the Business Process Automation - Implementation Toolkit includes 62 Project Management Form Templates that collectively cover over 6000 project requirements and success criteria.

I need to prioritize automation projects across functions — what tool helps decide next steps?

A projects-ready RACI Matrix that is dynamically prioritized based on assessment results helps identify immediate actions. The Self Assessment Excel Dashboard mentioned here generates such a dynamically prioritized RACI Matrix after assessing areas for improvement using its 633 case-based questions.

How can I protect sensitive assessment data while running a process maturity self-assessment?

Use assessment tools that support offline data protection to keep results local and secure. The toolkit’s Self Assessment Excel Dashboard explicitly ensures offline data protection of your Self-Assessment results, enabling secure handling of sensitive maturity information.

Are large question sets useful when assessing automation readiness, or do they overcomplicate the process?

Large, case-based question sets can provide structured coverage across multiple process dimensions when organized into core areas. The toolkit’s Excel Self Assessment Dashboard uses 633 new and updated questions organized into 7 core areas of process design to identify specific improvement opportunities.

Source: Best Practices in RPA, Automation Excel: Business Process Automation - Implementation Toolkit Excel (XLSX) Spreadsheet, Gerard Blokdijk