When creating the scope for automation during the Process Design phase, several critical factors need to be taken into account to ensure a successful automation project. These include:
* Document Types: The types of documents that will be processed (invoices, receipts, etc.).
* Taxonomy: The classification and structuring of the data that will be extracted.
* Templates: The standardized formats for documents, which can improve extraction accuracy.
* Languages: The different languages in which documents are written, affecting the need for multilingual support.
* Scans/Digital Docs: Whether the documents are scanned or born-digital, impacting the accuracy of OCR.
* Success Criteria: Clear metrics that define the success of the automation (such as accuracy or processing time).
* Technical Criteria: Requirements related to the infrastructure, integration, and tools being used (OCR engines, ML models, etc.).
These elements are crucial in defining the technical and functional requirements for automating document processing tasks effectively, ensuring that the scope covers all necessary considerations.
For more details, refer to:
* UiPath Process Design Best Practices: Process Design Considerations
* UiPath Document Understanding Framework: Scope Definition in Document Understanding