Bot Automation Feasibility Scoring for Lifecycle Prioritization

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Solution Overview

Problem

Operations teams face challenges in identifying suitable processes for automation, determining the return on investment, and prioritizing automation initiatives due to the lack of clear methodologies for assessing feasibility and efficiency.

Innovation Solution

A Bot automation lifecycle management system that calculates a feasibility score based on complexity, automation time, cost, and efficiency, using a questionnaire and machine learning algorithms to prioritize processes and create an automation backlog, while providing end-to-end audit capabilities and compliance with security and risk requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If organizations implement robotics-based automation tools, then productivity and efficiency are improved, but the complexity of managing and assessing automation feasibility increases

Engineering Contradiction:
Improveautomation efficiencyVSAvoidautomation management complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The automation lifecycle is segmented into distinct phases (assessment, build, deployment, monitoring) with dedicated modules for each phase. The feasibility assessment itself is segmented into multiple dimensions (complexity, time, cost, efficiency, bot requirement) that are calculated and evaluated separately before being aggregated into an overall feasibility score.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A centralized automation lifecycle management system acts as an intermediary between various automation tools, processes, and stakeholders. This system provides a unified interface for assessing feasibility, tracking progress, and managing automation initiatives across the organization, reducing the complexity of coordinating multiple automation components.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If organizations assess multiple automation processes in detail, then the quality of automation selection improves, but the time and resources required for assessment increase

Engineering Contradiction:
Improveautomation feasibility assessment accuracyVSAvoidassessment time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system calculates five key parameters (complexity score, automation time requirement, automation cost, automation efficiency, and bot requirement) that transform qualitative assessment criteria into quantitative measurements. This parameter-based approach enables precise comparison of multiple processes while streamlining the assessment through standardized calculation methods.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system provides continuous feedback through feasibility scores and detailed reports that guide subsequent assessment decisions. High-scoring processes are prioritized for detailed assessment, while low-scoring processes can be quickly filtered out, creating an efficient feedback loop that improves assessment quality without proportionally increasing time investment.

Inventive Principle:
Principle #23Feedback

3Productivity

If organizations prioritize automation initiatives based on comprehensive criteria, then the return on investment is maximized, but the difficulty of evaluating and comparing processes increases

Engineering Contradiction:
Improvereturn on investmentVSAvoidprocess evaluation difficulty
Core Design Contradiction:
ProductivityVSDifficulty of detecting and measuring

Solution Approach 1:

The automation lifecycle management system serves as an intermediary evaluation platform that standardizes the assessment of multiple processes against consistent criteria. It automatically calculates feasibility scores based on five dimensions and generates comparative reports, eliminating the need for manual evaluation and making process comparison straightforward and objective.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

Multiple evaluation criteria (complexity, time, cost, efficiency, bot requirement) are transformed into standardized numerical parameters and aggregated into a single feasibility score. This parameter transformation enables easy ranking and prioritization of automation initiatives while capturing the comprehensive impact on return on investment.

Inventive Principle:
Principle #35Parameter changes

4Speed

If organizations deploy automation processes quickly, then time to market is reduced, but the risk of errors and compliance issues increases

Engineering Contradiction:
Improvedeployment speedVSAvoidautomation reliability
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The system performs preliminary feasibility assessment and planning before deployment, calculating all relevant parameters and generating detailed roadmaps. This advance preparation identifies potential errors and compliance issues before they occur, enabling faster deployment without sacrificing reliability.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements continuous monitoring and feedback mechanisms that track automation performance after deployment. This real-time feedback enables quick detection and correction of errors while maintaining compliance, allowing the organization to deploy quickly with confidence that issues will be caught and addressed promptly.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11383377B2System and method for bot automation lifecycle management
Publication Date: 2022.07.12 JPMORGAN CHASE BANK NA
  • US11383377B2 patent drawing
  • US11383377B2 patent drawing

AI summary

Systems and methods for Bot automation lifecycle management are disclosed. According to one embodiment, in an information processing apparatus comprising at least one computer processor, a method for Bot automation lifecycle management may include: (1) receiving information on a proposed automation process; (2) using the information, calculating a complexity score, an automation time requirement, an automation cost, an automation efficiency, and a Bot requirement; (3) calculating a feasibility score based on the complexity score, the automation time requirement, the automation cost, the automation efficiency, and the Bot requirement; (4) generating a feasibility report based on the feasibility score; (5) exporting the proposed automation process to a build process; and (6) confirming the build process as complete and assessing an actual complexity score, an actual automation time requirement, an actual automation cost, an actual automation efficiency, and an actual Bot requirement.