Operating, Maintaining, and Optimizing an Nintex RPASolution

Optimize the process design

Optimization always starts with the overall design, choosing the right approach and mechanisms for the intended scenario, and making the most efficient and robust design choices.

Building on the Developing an RPA Solution, as you optimize the design of your RPA solution, keep the following points in mind:

• Stability and Recovery: Identify areas in the process that have a high likelihood of errors and consider how these areas can be changed to improve the stability of the process. For example, instead of reading data from an HTML table, download a Microsoft Excel file containing the data.

• Efficiency and Speed: Determine if the process can be split between multiple robots during processing.

• Modularization: Consider if it would be more efficient to split a process into multiple, smaller processes.

Resources that can help you with this include:

• Robot Utilization Best Practices

• Automation: The Way is NOT the Goal!

• My "Top 5" Nintex RPA Wizard Development Tips!

• RPA // UI Automation Method Decision Helper

Manage your robots

Be sure to group your robots to make it easier to assign and load balance processes in production. Doing so is essential for ideal robot utilization and process orchestration (and thereby overall RPA effectiveness).

Typically, robots may be grouped by:

• Tenant

• Department

• Business Process

For more information on robot management, see Robot Utilization Best Practices.

Triggers

Select the appropriate, optimal triggering mechanism for each process based on how the robot is intended to start:

For the scheduled running of a process, use one of the available triggers. For the ad-hoc running of a process, create a new task so that you don't have to constantly change the trigger.

For more information on trigger usage, see Creating triggers.