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Automation Project 2: Gathering requirements
Rating: 4.6 out of 5(318 ratings)
4,999 students

Automation Project 2: Gathering requirements

Learn how to successfully gather business and process requirements to build out the right RPA/automated solution needed.
Created byBusiness Improvement Solutions
Last updated 11/2025
English

What you'll learn

  • What RPA (Robotic Process Automation) is
  • How to gather business requirements
  • How to gather process requirements
  • The MoSCoW method
  • How to engage with stakeholders to ensure all voices and requirements are heard
  • How to build out a Business Requirements Document
  • How to build out a Process Requirements Document
  • How to review and prioritize the requirements
  • What requirements need to look and read like in terms of content and quality
  • Completing stage 2 of the 6 stage RPA project process

Course content

4 sections • 29 lectures • 2h 22m total length

  • What is covered in this course?1:23

    In this video, we will explore what is to be covered in this course.

  • Disclaimer0:57

    In this video, we will run through a short disclaimer for the course.

  • What is the purpose of this course?6:18

    In this video, we will look at the purpose of this course.

Requirements

  • None. We will work with you through the course
  • No prior knowledge of RPA or automation project management is required
  • No prior process management experience is required
  • Course has been built to be open to all levels
  • Reach out to me if you need assistance

Description

Many RPA/Automation courses focus on the technical - how to build actual bots or automated solutions. This series of courses focuses on how to manage this work - a vital skill often lacking in businesses today.

In this course, you are going to learn how to gather the business and process requirements required to define, design and deploy an RPA/Automated solution to your process(es). We will look at the process to follow, including creating your template, engaging with key stakeholders and sorting the submissions. We will look at best practice so you understand what good quality requirements look like. We will also run through a scenario example so you can see practically how to do this, but also feel confident to build out your own along the way.

In this course, we will cover:

- What is RPA, a process and requirements?

- Business requirements vs. Process requirements.

- How to sort your requirements using the MoSCoW method.

- How to create business requirements and process requirements documents.

- How to gather, sort and perfect your requirements to ensure the right solution is delivered.

At the end of this course, you will have full confidence to gather your business and process requirements to ensure you deliver an RPA solution to your process which will satisfy you, the team that delivers it and the wider business alike. This is a step so often missed by businesses, and leads to many problems further down the line within an RPA project. Avoid these problems altogether by enrolling on this course and getting those skills, today.

Who this course is for:

  • Anyone working within a business process, producing some sort of output
  • Anyone working operationally within a business, working with multiple teams, activities and outputs
  • Anyone who wants to be able to gain RPA and Automation skills in the field of process automation
  • Anyone who wants to know how to gather and sort business and process requirements generally (not just RPA/Automation projects)

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