Business Analysts play a prominent role in the RPA industry since they act as an intermediary between the company that needs to automize a particular process and developers who actually create a robot.

BA gather the process requirements from the business unit members and then they corroborate that information to create the documentation which needs to encompass the full scope of the project. BA specialists are in charge of transferring knowledge from the business unit to the technical solution level, namely to the developers. The RPA Business Analyst should have a proper understanding of every business requirement. The purpose of that is to ensure that the technical solution fully meets the needs of the business department. As soon as the technical team finishes the solution development, the BA analyzes and confirms whether the solution matches all the business criteria.

Among the competencies required for RPA BA are business & industry knowledge, curiosity, communication skills, patience, vision, and of course, analytical skills.

Correspondingly, a good RPA BA needs to:

  • Create smart documents with clear and concise info such as user stories and epics
  • Be aware of the new technology, best tools & solution for the project or process
  • Gain knowledge of multiple domains
  • Define new processes to be followed post automation of existing processes

According to the UiPath Academy, the phases of RPA Business Analyst activity include:

  1. Creating the inventory of the processes that implies determining the automation potential of each particular process and filtering out those unfit for automation to narrow down the scope of work
  2. Conducting the opportunity assessment of the chosen processes during which the BA takes into account the process complexity, input type, etc.
  3. In the Solution Design Phase, a BA creates the Process Design Document (PDD) with the help of which he transfers knowledge from the business unit to the development team.
  4. If BAs are also responsible for quality assurance, they also have to create test cases and scenarios
  5. During the Automate Phase, the BA monitors and keeps track of the changes that occur and initiates the Change Management process by evaluating the impact of the changes proposed.
  6. In the Testing Phase, the BA coordinates all testing efforts and ensures the required sign-offs are obtained
  7. During Stabilize & Improvement stages, BA compare KPI and compare the expected results to the actual ones
  8. Finally yet importantly, goes the coordinating of the handover documents among the stakeholders and ensuring all the Change management procedures are followed.