Business engagement guidelines

The following guidelines are intended for the automation team and process analysts during business engagement in order to achieve success with SS&C | Blue Prism® Capture:

It is recommended that:

• The process owner reads the Capture documentation and watches the demo video before installation and use.
• The process analyst holds a meeting with the process owner to demonstrate the use of Capture end-to-end, with a focus on the initial process recording and editing.
• The process analyst holds a video meeting with the process owner while they complete the Capture recording, to allow the automation team to follow along with the process and support with process editing.
• The process analyst sets the expectation with the process owner that this is a collaborative process and several iterations and refinement sessions may be required to capture the required level of detail.