From Blueprint to Takeoff: Mastering Automation via Pilot Implementation

Pilot POC Implement methodology | AG Technologies
Organizations worldwide are realizing the potential of automation to streamline processes, reduce errors, and enhance customer experiences. However, the journey to successful automation isn’t a direct flight; it’s more like a carefully planned pilot taking off before the main voyage.
Imagine you’re planning a cross-country road trip. You wouldn’t start the journey without a test drive, would you? Similarly, in the world of automation, the pilot process acts as that crucial test drive before embarking on a full-scale automation journey. It involves testing the waters, identifying challenges, and fine-tuning strategies before committing to a comprehensive automation initiative. Just as a pilot project helps an aircraft gain altitude before the actual flight, a pilot implementation methodology helps businesses achieve a smoother automation takeoff.
This blog explores the significance of adopting a pilot/POC (Proof of Concept) implementation methodology for automation projects and provides insights into the step-by-step process to ensure a smooth flight towards successful automation.
Pilot POC Implement methodology | AG Technologies

1. Resource Onboarding

The first step in any automation initiative is to onboard the right resources. This includes aligning the team members with the project’s goals, providing access to necessary tools, and ensuring proper induction. Establishing clear communication with the client team is vital to understand their expectations and current development practices.

2. Process Discussion

Thoroughly reviewing the existing processes and understanding their complexities is essential. This step involves gathering insights into process data and identifying areas that are ripe for automation. A detailed process review sets the stage for the subsequent steps.

3. AS-IS Process Documentation

Documenting the current process in detail is a crucial part of the pilot process. Variations, performance metrics, and keystroke tasks should be recorded, creating a comprehensive view of the process. A clear technical design document and sign-off from the business ensure alignment before proceeding.

4. TO-BE Process Documentation

Defining the future state of the process is the goal of this step. Documenting the envisioned process steps, recording keystroke tasks, and creating a technical design document contribute to a clear roadmap. Business sign-off ensures that expectations are aligned.

5. Bot Programming

With the technical design document as a guide, the automation bot is programmed to execute the defined tasks. The programming phase aims to match the signed-off design document, providing a tangible representation of the automation process.

6. UAT (User Acceptance Testing)

The bot undergoes rigorous testing through 2-3 cycles of User Acceptance Testing. This involves testing the automation against business requirements, logging any defects, and delivering updates after each cycle. Business sign-off at the end of successful UAT cycles indicates readiness for the next phase.

7. GO Live

The automation bot is finally deployed into the live environment after successful UAT. This phase marks a significant milestone as the bot takes over the designated tasks in the real-world scenario. Business sign-off confirms the successful transition.

8. Handover to Support

To ensure the stability of the implemented automation, a smooth handover to the support team is essential. The support team takes over the maintenance and monitoring of the bot for a designated period (usually around 2 weeks) to address any unforeseen issues.


Much like a pilot taking off before a long flight, a pilot implementation methodology is a prudent approach for businesses venturing into the realm of automation. This method allows organizations to assess the feasibility of automation, iron out kinks, and build a strong foundation for a successful automation journey. By following the systematic steps outlined above, businesses can soar towards operational efficiency and excellence, transforming the way they operate and deliver value to their clients and customers.
However, embarking on this voyage requires more than a roadmap; it requires a trusted partner, a guiding light that understands the terrain and can navigate the challenges. This is where AG Technologies emerges as your perfect automation partner. With a proven track record of delivering cutting-edge solutions, AG Technologies brings a wealth of experience and expertise to your automation initiatives. From resource onboarding to meticulous process documentation, from comprehensive user acceptance testing to seamless deployment, AG Technologies is your co-pilot, ensuring that your automation journey takes off without a hitch.
The company’s adeptness in understanding your unique business processes enables them to create tailored solutions that meet your specific needs. So, whether you’re navigating uncharted skies or seeking to revolutionize your business landscape, remember that AG Technologies is ready to be your wingman, guiding you through the complexities and challenges of automation, and propelling you towards the pinnacle of success.

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