From health to happiness, most goals have a “golden rule”—a general principle that if followed maximises your chances of success. So we had an idea: let’s find the positive behaviours for getting the most from Robotic Process Automation! Turns out there are three—and they’re all related. In this blog you’ll learn these golden rules for AI-backed RPA success, and how to put them to work for you.

Rule 1: Get buy-in from both ends

A successful software rollout is about more than beautiful coding or a proven business case; the watchword is adoption. Take-up by the people who’ll see the results of the application every day.

That’s why when the C-Suite asks you to roll out RPA and AI, your first step is to demonstrate it to the people who’ll actually use it, with the benefits they’ll get from doing so. Once they realise how strongly RPA with AI can improve their lives, they’ll do more than adopt the software: they’ll become enthusiastic cheerleaders for it. (“Advocates” in marketing-speak.)

That’s our first Golden Rule: don’t rely on management edicts. Success is decided on the shop floor, not the top floor.

Rule 2: Make sure goals are shared across the organisation 

An organisation truly committed to RPA needs at least one BHAG: a “big, hairy, audacious goal” that everyone can believe in. Because getting buy-in from users, while a big win, isn’t enough on its own. Your development team may have internal success metrics that are very different to those of Finance, HR, or Operations

That doesn’t mean every department drops its KPIs. A BHAG is something more universal, the solution to a problem that gets heads from every office nodding in agreement.

For RPA and AI, that may be “Too much of our work is boring and repetitive—let’s solve that”. Or “We spend too much time firefighting and not enough innovating”. Even “We’d like to get out of the office by 6!” Often, the best BHAGs are simple and concrete.

Hence our second success factor for Robotic Process Automation: build shared goals. What’s in your BHAG?

Rule 3: A clear vision of the why, how and what 

Our third principle is more emotional. Very often, innovation and change are seen as negatives. It’s natural: people get fearful when told their working lives are about to change. They’re thinking: did I do something wrong? What if I can’t adapt? Will this cost me my job?

So reframe those concerns, and turn every negative into a positive. Ask: what if you had an extra two hours a day to think about your career? Imagine the improvements you could put in place, the working relationships you could strengthen, the profit opportunities you could explore that you never had time for before. 

RPA and AI are about freeing your teams to do what they do best. Not shackling them. And certainly not replacing them with robots.

So Rule 3 is to soothe understandable worries. RPA plus AI—with Ciphix—is about empowering people—automating all those mind-numbing repetitive tasks that take hours of effort every day. And once your people understand that, you’re set for RPA success.


Three ideas, three principles, three Golden Rules. You’ll note none of them involves implementing software—and that’s the whole point. The rules are about people

Building understanding. Fostering agreement. Turning them into passionate stakeholders in the future success of your business.

If you agree that future success can be enabled by Robotic Process Automation with an AI boost, contact Ciphix today.