Part 3: Strategic Planning for RPA Migration — From Assessment to Execution

This is Part 3 in our blog series on demystifying RPA migration with Blueprint Assess. In this final post, we translate insights and estimates into a strategic, phased migration plan.

Once you understand your bots and know how long migration will take, the final step is to craft a rock-solid migration plan.

Here’s how successful teams approach it:

1. Import Everything First Start by importing all your automations into Blueprint. This gives you a full picture of:

• Overall migration effort

• Risk hot spots

• Opportunities for reuse and simplification

2. Prioritize with Purpose Use Blueprint metrics to choose which bots to migrate first. Common prioritization strategies:

• High business value, low complexity

• Bots using high-risk or deprecated applications

• Bots with high reuse potential across teams

3. Phase Your Rollout Don’t try to migrate everything at once. Break your estate into phases:

• Pilot phase: test migration processes with a handful of bots

• Core migration: tackle the majority in manageable waves

• Tail-end cleanup: retire, rebuild, or revisit outliers

4. Build the Right Team

• Blueprint Experts operate the platform and handle conversion logic.

• Migration Developers complete PAD flows, leveraging Blueprint insights.

• Train both roles using Blueprint’s e-learning, help guides, and pro services.

5. Keep Evolving Each phase gives you feedback. Use it to improve processes, tune estimates, and refine conversion rules. Re-import bots if needed to apply new fixes without using more licenses.

Final Thoughts

RPA migration can feel overwhelming, but with Blueprint Assess, it becomes a data-driven, manageable, and even optimizable process. From deep assessments to precise estimation and guided execution, Blueprint supports every step of your journey.

Ready to modernize your bot estate? Get in touch for a personalized assessment or to start your first pilot phase.

Missed the first two parts of this series? Find Part 1 and Part 2 here.