UiPath UiPath-ABAAv1 - UiPath Automation Business Analyst Associate Exam (2023.10)

TheAutomation Developeris primarily responsible forbuilding automationsbased on the business requirements that have been analyzed and documented in theProcess Definition Document (PDD)and further detailed in theSolution Design Document (SDD).

Using UiPath Studio and related tools, the developer creates workflows that follow best practices, coding standards, and modular architecture. They also implement exception handling, data manipulation, integration with applications, and orchestrator configurations as required.

In addition to development, they participate inunit testing,User Acceptance Testing (UAT)support, andHypercare, making adjustments based on feedback or defects found. Their role is critical in turning the design into a functional automation solution that meets business expectations.

In ahuman-in-the-loopautomation model,unattended robotsperform processes automatically butpause and request user inputwhen required. This model allows robots to handle repetitive and rule-based tasks while humans intervene in scenarios that require decision-making or approval.

UiPath supports human-in-the-loop functionality using tools such asUiPath Action Center, where users can review exceptions, provide additional data, or make business decisions. Once the input is received, the automation resumes and completes the rest of the process autonomously.

This model is particularly useful for processes involving compliance checks, approvals, or document verification — blending the speed of automation with human judgment where necessary.

Access requirements should be clearly defined and communicated during theKickoff,Business Case and Technical Validation, andSolution Designstages of the automation implementation. Each of these stages plays a unique role in ensuring that the correct technical access is available to avoid delays and roadblocks in development and testing.

In theKickoffstage, the Implementation and Client Teams initiate discussions around what environments and applications will be used and the potential access needed.

During theBusiness Case and Technical Validationstage, thesolution architectidentifies the specific access requirements for applications, systems, and tools that the automation will interact with, as well as access toStudioandOrchestratorfor developers and robots.

In theSolution Designstage, access requirements are revisited in detail to finalize the technical design and ensure that developers and infrastructure teams have what they need to begin work.

Failure to define access early can lead to project delays, extended UAT timelines, or failed deployments. Therefore, proactive communication and planning around access are essential components of successful automation delivery.

During theUser Acceptance Testing (UAT)stage, the automation is tested in abusiness-like environment by end usersto confirm that it meets the agreed-upon requirements and performs as expected under real-world conditions.

This phase is critical because it validates the automation's functionality, accuracy, reliability, and usability. End users — usually from theClient Team— executetest casesdefined earlier, often based on theProcess Definition Document (PDD)andUAT Plan.

If any bugs or discrepancies are identified, they are reported and fixed by theAutomation Developer. Only after successful completion of UAT is the automation approved for deployment into the production environment. This stage ensures stakeholder confidence and minimizes risk before go-live.

Thescope of a specific automationis finalized during theProcess Analysisstage. While theKickoff stagedefines the high-level scope of the overall project, thedetailed scope for each processis only finalized after the process has been thoroughly analyzed.

During Process Analysis, theBusiness AnalystandSolution Architectstudy the process in itsAs-Isstate and collaborate to document it in theProcess Definition Document (PDD). This document serves as the official agreement onwhat will be automated, the process boundaries, exceptions, rules, and inputs/outputs.

Once the PDD is reviewed and approved by both the Implementation and Client Teams, the detailed scope is consideredlocked. This helps prevent scope creep during later stages and ensures that development remains focused on delivering the agreed automation features.

TheProcess Definition Document (PDD)is created and finalized during theProcess Analysisstage. It is one of the most critical documents in the automation lifecycle, as it outlines theAs-Is stateof the process to be automated in exhaustive detail.

Thebusiness analystandsolution architectcollaborate with the Client Team to observe, document, and analyze how the process currently works. They identify variations, exceptions, input/output data, involved systems, and any manual interventions. This ensures the automation team has a clear understanding of the business process before creating the automated version.

Once the PDD is finalized and approved by all stakeholders, it becomes thebaselinefor building theTo-Beautomated solution. Any deviations from the PDD during development must be re-evaluated and approved. This document also informs other stages such as solution design, development, and UAT planning.

TheUser Acceptance Testing (UAT)stage is where the automation is validated to ensure it meetsbusiness expectationsand performs correctly in areal-world scenario. UAT is conducted byend users or business stakeholdersusing defined test cases and data that mimic live operations.

The goals of this stage are to:

Confirm that the automation performs as designed

Verify that business rules and logic are correctly implemented

Identify any defects or unexpected behavior

Collect user feedback before deployment

TheAutomation Developeris responsible for fixing any issues found during UAT. A successful UAT ensures the automation is ready for deployment and has the confidence of the business users.

One of the primary outputs of theKickoff stageis theReviewed Statement of Work (SOW). This document outlines theproject scope,goals,roles and responsibilities,deliverables, andtimelinesagreed upon between the Implementation Team and the Client Team.

The SOW helps in formalizing the project's direction and ensures that all stakeholders have a shared understanding of what the project aims to achieve. While the document may have been initially drafted before the project began, it's revisited during the Kickoff to confirm alignment and update any details based on initial discussions.

Additionally, the Kickoff stage also discusses team availability, access requirements, infrastructure setup, and initial risk identification. The reviewed SOW then becomes the foundational agreement that supports project governance and sets the tone for successful execution in subsequent stages.

TheSolution Architectplays a pivotal role in automation projects by defining theoverall automation architecture, acting as thetechnical lead, and advising the development team on implementation approaches. Their responsibility is to ensure that the solution design aligns with the automation goals, technical standards, and scalability requirements.

They collaborate closely with the business analyst to understand the process requirements and then map out afuture-state processby selecting suitable tools, frameworks, and best practices. Solution architects also evaluate integration requirements, security considerations, infrastructure dependencies, and performance expectations.

Throughout the automation lifecycle — from solution design to development, UAT, and deployment — the solution architect remains involved to resolve technical issues, optimize the design, and validate the solution’s robustness. Their involvement ensures technical consistency and quality across all stages of implementation.

TheFourth model scenarioin the UiPath Automation Implementation Methodology is thehybrid implementation model, where a client organization combines bothUiPath capacityand anexternal partnerto fulfill its automation implementation needs.

This model is especially beneficial for organizations that requirescale,diverse expertise, orflexibility. For instance, a company may have internal limitations in resources or skillsets and therefore seek help from both UiPath and certified implementation partners to execute their automation initiatives effectively.

The hybrid model provides aflexible and scalable approach, enabling the client to leverage strengths from multiple providers. This setup also ensures that the client has access to cutting-edge UiPath capabilities while utilizing local or domain-specific partners for specialized execution.