#63 Part 2 of our Citizen Development Series: Five Steps to Become a Citizen Developer
30 Oct 2022 · 12 min
In this episode of the Process and Automation Podcast, hosts Sascha Cutura and Arno walk listeners through a practical five‑step roadmap for becoming a citizen developer. They begin by framing the problem: business users spend roughly 40 % of their day on manual, repetitive tasks that could be automated with robotic process automation (RPA). The five steps are: (1) Connect with the organization’s automation leader or centre of excellence to discover or propose a citizen‑developer program and ensure the chosen platform offers self‑service, low‑code/no‑code capabilities; (2) Get up to speed with training – leveraging vendor‑run academies, custom classroom sessions, online tutorials, or community resources; (3) Build the first bot by selecting a simple, stable process, mapping requirements into a flowchart, and then implementing the bot in a sandbox environment provided by the Automation Guys; (4) Identify larger automation opportunities using task‑mining or process‑mining tools, collaborating with colleagues, and drawing inspiration from community marketplaces; and (5) Make the role official by pursuing certifications, continuous learning, and showcasing successes to peers. Throughout, the hosts stress that citizen development is not limited to RPA – it also includes low‑code app and workflow creation – and they promote their own sandbox as a safe, up‑to‑date learning space. The episode ends with a call to action for listeners to rate, subscribe, and keep automating.
Chapters
Hallo and welcome to another episode of the Process and Automation Podcast with the Automation Guys. As always, with me here is Arno, and today we will talk about citizen developer and more specifically we will share a couple of steps for you to become a citizen developer. So yeah, if you, you're like many business people, you spend probably more than 40% of your day on manual and administrative tasks. And yeah, imagine if those tasks could be automated, accelerating your work, increasing your productivity, and freeing you for tasks that actually require your expertise. With robotic process automation, or in short, RPA. Yeah, the software robots, the software bots can be created to automate your manual work, your tedious tasks, and work nonstop with 100% accuracy. That would require IT to handle the automation, and that's extremely busy with all the other projects. Yeah, this is what, what you probably say, like, like many other people out there. But Arno, you have some thoughts around that.
Yes, um, okay, there is a way to transform your work without depending on IT for development. And you might be asking yourself, you know, how? And by becoming a citizen developer That's the sort of answer to this. And, you know, put this in other words, you know, with minimum training and tools designed for people who don't live and breathe technology, you can actually learn to automate your day-to-day processes. And, you know, doing so without depending on these IT specialists. So, you know, what would it take to add the title citizen developer to your name and reap the benefits of creating your own software bots, for example. And, you know, we want to sort of roll this up in 5 easy steps to achieve that. Now, step number 1 is to connect with your automation leader in your business. And again, if your organization has implemented automation to enhance its processes, you know, you're, you're already on your way there. You know, some organizations with preexisting automations have already created a citizen developer program for their business users. And, you know, I would say reach out to your center of excellence or your IT leader to learn if there is a program in place and, you know, how you can get involved. If such a program doesn't exist yet, perhaps you can suggest it. Another prerequisite to becoming a citizen developer is having an automation platform and tools that allows for self-service. And again, not all platforms are created equally. Some require extensive programming expertise with complicated tools for developing software bots. But hopefully, you know, the platform that, you know, you choose what you want to kind of choose to focus on, I guess, end user, you know, end user friendliness that's easy to operate with, easy accessible tools, for example, low-code or no-code cloud-based options. This will help you to simplify development and kind of get you on the path to becoming a citizen developer.
Yeah, that's cool. And yeah, the step number 2 is really get up to speed. Yeah, in your organization you will also need a way to provide that training. So some organization might leverage vendor-offered citizen developer classes or academies for the users. And that cover those courses cover usually the basics of RPA and how to use tools created specifically for citizen development. So like Arno mentioned earlier, sort of code tools with low-code and no-code. And yeah, and some, some other organizations work with, with these software vendors to, to offer custom or in-person training. So you're going in a typical classroom potentially, or you get a tailor-made course specifically for maybe a certain toolset, etc., or deep dives in Excel automation and all sorts of stuff. But online classes are also available. So through these universities, academies of these vendors and industry education companies that also look over citizen development concepts. Yeah, and they are general information videos, tutorials also on YouTube or other streaming services for most of the leading RPA platforms.
So step number 3 is build your first bot. So you've got the basics covered now. You've got the tools. Now you're going to automate and a software bot should have a purpose. And you know, the question is what specific process do you want your first bot to handle? And you've probably been thinking about that process before, you know, you knew about this whole citizen development concept. And, you know, get even so, you know, is it the right candidate for you to use as your first bot, for example? So that's a question you need to ask yourself. You know, is it a simple bot? Is it too complicated? And the general rule here is to Start small and simple, you know, for, for your first bot, uh, an easy process that's stable and doesn't have many variations. That's usually the kind of the go-to rule. And, you know, I would say that you should follow kind of 3, 3 steps, a 3-step path. Um, the first one is to start with the requirements of the process and what you want to build and stamp those, lay those out. Break those down into logical steps and, you know, create a flowchart that help you visualize the flow. So that, that's, that's kind of like the first and the second step. And then the third step is to build a bot that actually mimics that flowchart and ensure it meets the needs of your initial requirements. And you can always kind of check, check back and say, well, this is what I wanted this bot to do. Here is how I mapped it out. And when I actually run the bot, it does do that. You know, learning to become a good citizen developer is no different than learning any other skill. And then, you know, it takes observation and repetition and lots of practice. And, you know, on the Automation Guys, we've got a specific subscription that we allow our members to, to have access to. And effectively, it's an automation sandbox that's got robotic software installed. It's a safe place that these tools are there to, for you to build your first bot. So again, I would encourage, you know, all the listeners out there to have a look at our membership offer and specifically the offer that allows you this sandbox. And that's a perfect way to start playing around with robotics. And, you know, hopefully you can then build your first bot.
Yeah, we also enhancing that sandbox. So to really keep it up to date with lots of relevant modules. So you can actually grow with that sandbox. So it's current for what happens in corporations and companies these days. Yeah, and yeah, our next step to become a citizen developer is look for the bigger automation opportunities. Arno mentioned about sort of getting started with that, was the first bot, and but after you mastered creating a bot for one simple task, Yeah, get stronger, flex your knowledge, and consider what can be done to automate processes end to end throughout the organization. And of course, share your automation success with your coworkers. This is such an important thing, and, and also to help them to, to help them, give them a lift in their day-to-day efforts as well. So usually when that Excitement is there in your own department. You can get this excitement on and lots of other people will go with that success as well. So they will get really excited. Yeah, really assist them in identifying new pain points where automation can make a difference and bring really big impact. Yeah, as mentioned earlier, was your first spot, you probably already had a process in mind to automate. So now you are ready to for really, really other good candidates. And yeah, you shouldn't do it alone. Yeah, so you have obviously other colleagues in your organization. Get help with identifying these candidates by using specialized tools as well and get the knowledge from other departments. Yeah, but with these tools, the organization Yeah, I can find out lots of sort of information on high-volume processes, where things going wrong. So these tools are offered maybe already in your organization, or they are coming with these RPA vendors. So specifically task mining, process mining tools. And if your organization uses other bots, check them out. To help you get ideas for more automation possibilities. And yeah, you can also explore the community in the Automation Guys community and share maybe ideas on what can be automated. And lots of RPA vendors have marketplaces with lots of discussion as well. Yeah, so there you find lots of more inspiration.
Yeah, that's great. Thank you. And then step number 5 is really to make it official. So at that point, I guess you would have earned your, you know, citizen developer credential. You've built your first bot. You know, you've started to fish for bigger opportunities out there with inside your organization. You know, and like I say, after you build your first few bots, you know, you discover you like being a citizen developer. So why stop there? You know, there are many opportunities out there to expand your skill set. We always say, you know, take advantage of any classes that's presented through your organization if any of those are available, or go to, you know, your RPA vendor and look at any classes that they provide on the specific platform that you use to build your bots in. You know, be on the lookout for bot building tutorials that can help you on your journey as a citizen developer. And again, many organizations have a sort of a training offer to, to, you know, to certification And, you know, that, that will help you to, to reach, you know, advanced proficiency in, in RPA development. And, you know, take, take charge of your automation success. You know, get started as a citizen developer and automate those mundane tasks. Like Sascha said earlier in the program, you know, over sort of 40% of your day-to-day tasks are manual, repetitive, administrative tasks. You know, so if you can really start to automate those, I think it is a more exciting world to live in. You know, when you have these bots at your disposal to, you know, automate some of those tasks. And again, then you can focus on things in your organization that that adds value, and you can always showcase your— show off your skills to your colleagues. So yeah, you know, just continue on the, the track, build more bots, use more bots, and, you know, again, what, what better way to, to, to use these 5 steps in, in this program to, to get started and Like I said earlier, we, we have got Automation Guys sandbox area. It has got all the tools that you need to get started. It's a safe environment so you don't risk breaking anything. And you know, it's a perfect place where you can experiment and really build up those skills to be a proficient citizen developer.
Yeah, and Citizen developer or citizen development actually doesn't really stop at RPA. So we talk a lot about RPA and being a citizen developer specifically with RPA. But yeah, we touched lightly on it before. So it could be a no-code, low-code application. That's mainly what it is these days. It could be on RPA, it could be on workflow, it could be on app development. So lots of areas So, so when you go down that route to become a citizen developer, it has so many flavors. But what all these things have in common is you don't need to be a high-level developer. You can get started, you can be even a high-level developer as well, and then use all these tools. But, but generally, yeah, you don't need these skills, so deep technical skills. You can just get going with it in pretty much all areas of automation, process management, management. So yeah, it's a great area to get started with. And yeah, our sandbox, as Arno mentioned, yeah, gets you there. So check that out on theautomationguys.net. Get started, automate as much as you can. We are here very soon again with another episode, and until then, let's automate it. Unfortunately, that's it again. With this episode of the Process and Automation Podcast. If you like this episode, please give us a 5-star rating and don't forget to subscribe to this podcast so you don't miss any upcoming episode. We hope you will tune in next time, and until then, let's automate it!
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