Robotic Operating Model (ROM)

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This community covers the Blue Prism Robotic Operating Model (ROM®)

  • 1.  How is your organization using RPA for approvals?

    Posted 08-06-2021 22:36
    I'd like to know how other organizations are leveraging RPA to handle monetary approval processes such as purchase orders, cards, projects, etc. Are bots particularly good in this regard, or are there limitations that make them less than an ideal solution for this type of work? Please share your experiences using RPA in this realm.

    Ryan Sorensen

  • 2.  RE: How is your organization using RPA for approvals?

    Posted 08-07-2021 19:03
    Hi @Ryan Sorensen,

    These days, the organizations are automating almost everything including the monetary approval processes but in a controlled way. These kind of sensitive processes require robust solution design, thorough testing and SME's involvement in testing all kinds of possible scenarios since even a small mistake can cost the organizations bulk amount of money. After performing all of the above, sometimes clients want to keep the final control with themselves hence they perform all the steps from the bots except the final step where it might go to approval from the business. This is done to provide an extra layer of human check to avoid any issues.

    Ritansh Jatwani Senior Consultant
    *If you find this post helpful mark it as best answer

  • 3.  RE: How is your organization using RPA for approvals?

    Posted 08-11-2021 03:16
    Hi Ryan,

    Now a days there are various RPA processes being envisioned having monetary approval processes too. Key to success of such processes are efficient solution design which includes efficient exception handling, understanding various positive and negative scenarios from Process SME's and Business users. Also rigorous testing by creating multiple right test cases with test data sets for both SIT and UAT provides right results. Sometimes for sensitive processes during initial schedules after deployment, manual verification will be performed by users before submission.


    Nagarjun Gangavaram
    Senior Consultant

  • 4.  RE: How is your organization using RPA for approvals?

    Posted 08-12-2021 00:34

    Hi Ryan,

    Agree with the above comments.

    One observation from my experience is the manual approval process can involve multiple layers of approval. For example, for a value based financial transaction, approval levels with various approvers typically ranking in seniority i.e. least costly resource approves first before going up the chain.

    It is possible that some approvers have authorisation to approve at multiple levels, but a common rule is they are not permitted to approve if they've previously approved the transaction. This ensures independence and you're not "marking your own homework".

    Some customers have struggled with the mindset shift when a Digital Worker (DW) is introduced, trying to implement a similar ruleset and forcing a different DW to approve on each approval level. As the DW is independent and follows set rules this shouldn't be a requirement enforced in an automated approval process.

    As others have noted, from a risk perspective a human worker may still be required to provide final approval.



    Andrew Beard
    Senior Consultant
    Blue Prism

  • 5.  RE: How is your organization using RPA for approvals?

    Posted 10-25-2021 15:11
    Hello Ryan, Approvals (of any kind) are a real sweet spot for a DW.   I have used DW to approve payments in an FSI.   The great thing about a DW approving is that you have a full audit trail and it will only approve what it has been programmed to do; also consider delegated authorities when building the credential needs.

    Jane Conroy
    Customer Experience Manager
    Blue Prism

  • 6.  RE: How is your organization using RPA for approvals?

    Posted 10-25-2021 15:33
    When dealing with such critical and sensitive processes, we have divideed the process and kept manual handovers on the key nodes of the process where the actual process owner comes into play for a quick review, and post-approval we trigger the next critical sequence of the process.

    This helps us as well as the process owners to deliver the accurate outcome even if there are any unforeseen fluctuations in the data flow.

    RPA Consultant

  • 7.  RE: How is your organization using RPA for approvals?

    Posted 10-26-2021 13:40
    Using Blue Prisms Interact you can have these approvals handled by automations based on rules and approval limits you may allocate them,  until you need a human input, then use Interact to loop the human in and provide that override as needed.

    Ian Blackburn
    Blue Prism

  • 8.  RE: How is your organization using RPA for approvals?

    Posted 10-29-2021 21:56

    Could you please share your COE structure for RPA?


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  • 9.  RE: How is your organization using RPA for approvals?

    Posted 22 days ago
    We are using Power Automate to handle data capture and approval flows. Combined with BluePrism we can automate a previously paper-based, manual process end-to-end, cutting lead times from weeks to minutes.

    Anna Lagerhed
    [Head of Intelligent Automation]

Welcome to the Robotic Operating Model Community!

Share tips, queries and advice on adopting the Robotic Operating Model (ROM®). A proven implementation methodology that enables customers to successfully launch, maintain, and scale your Digital Workforce.

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The Robotic Operating Model (ROM) is Blue Prism’s industry leading approach to successfully deliver maximum business benefit through the scaled deployment of Robotic Process Automation (RPA). It has been developed based on more than a decade of experience and knowledge of deploying Blue Prism at scale in countries and industries across the globe. The ROM has been designed to integrate fully with an organization's existing change management systems, thereby removing the need for additional procedural and governance obligations. Check out the ROM Service Model.
The ROM has no cost associated with it, it's absolutely free.
You can access the ROM by visiting the Blue Prism Portal, or click here.
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