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Navigating Your RPA Journey: Tactical vs. Strategic Approaches

Robotic Process Automation (RPA) is a game-changer, but deciding where to start can be overwhelming. Let's discuss the two main approaches: Tactical and Strategic.

A tactical approach involves targeting quick wins—those high-value, easily accessible opportunities that allow for quick value addition. These projects are implemented rapidly, enabling the broader team to witness and appreciate RPA's impact on the business. It often serves as a 'aha' moment, where the organisation as a whole recognises the vast potential of automation and leaders begin to see how it can address issues within their specific areas.

On the other hand, a strategic approach is more holistic. It takes a comprehensive, long-term view to solve complex problems across various functions and processes. The ultimate value achieved with a strategic approach is greater, as the various automations fit together and create long-term, compounding benefits.

So, which approach is right? It's about finding a balance. Initially, you want to demonstrate value quickly. However, in the long term, there needs to be a cohesive plan that aligns directly with overarching goals and objectives. These approaches are not mutually exclusive, and with careful planning, tactical wins can serve as stepping stones toward the longer-term objective. 

If I had to choose, at the start of a project, I would almost always opt for a tactical quick win. This allows the technology to 'pay for itself,' buying time for more complex aspects to be addressed.

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