Last updated June 5th 2024

Top 16 Robotic Process Automation (RPA) Requirement Checklist in 2025

Robotic Process Automation (RPA) employs software bots to automate repetitive tasks.

This requirements table for Robotic Process Automation (RPA) products clearly outlines the key features and functionalities considered when evaluating vendors. We include Integration, Compliance, Machine Learning, Automation Development, No-Code Low-Code, Process Mining, User Experience and Security.

Other important considerations may include the level of technical support offered, the availability of detailed documentation and developer resources, and pricing and licensing options. Customize these requirements in Taloflow and get expert ratings for 15 different vendors against all of the features in the table below, including None.

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Requirement Description Features
Must have a strong tool and ecosystem for development The system should have a strong tool and ecosystem for development, providing developers with the necessary tools, documentation, and support to build and customize applications on top of the system.
  • Chatbot Assisted Development
  • Citizen Developer Support
  • Developer Ecosystem
Must have compliance with data security and privacy regulations Implement robust authentication methods and access control mechanisms to ensure authorized access.
  • CCPA
  • FFIEC
  • FISMA
  • FedRAMP
  • GDPR
  • HIPAA
  • HITRUST
  • IRAP
  • MTCS
  • PCI
  • PSD2
  • SOC 2 TYPE 1
  • SOC 2 TYPE 2
  • SOX
Must have document processing features Automate repetitive tasks and processes to improve efficiency and reduce human error.
  • Intelligent Document Processing
  • Optical Character Recognition (OCR)
Must have flexible deployment options Provide a strong tool and ecosystem for development, including tools, documentation, and support for building applications.
  • Cloud Deployment
  • Hybrid or Multi-cloud Deployment
  • On-premises Deployment
  • RPA SaaS
Must have natural language processing support Have strong machine learning capabilities to analyze data, extract insights, and enhance automation.
Must have process automation functionalities Provide a user-friendly interface for efficient and effective user interaction.
  • Auto Workflow Generation
  • Automated Workflow Management
  • BOT Store
  • Chatbot Integration
  • Exception Handling
  • Performance Monitoring
  • Process Analysis
  • Process Discovery
  • Process Enhancement
  • Process Governance
  • Process Reporting
  • Process Simulation
  • Process Visualization
  • Task Mining
  • Workflow Orchestration
Must have robust machine learning capabilities Include features for processing documents, such as optical character recognition (OCR) and intelligent document processing, to automate document handling.
  • AutoML
  • Collaborative Filtering
  • ML Libraries
  • Predictive Analytics
  • Supervised Learning
  • Unsupervised Learning
Must have strong authentication and access control mechanisms Implement robust data security measures, such as encryption, to protect data from unauthorized access.
  • One Time Password
  • Role Based Access Control (RBAC)
  • Security Token
  • Single Sign On (SSO)
Must have strong data security Support natural language processing (NLP) to analyze and understand human language for intuitive interactions.
  • Audit Trails
  • Credentials Management
  • Data Encryption
  • Data Masking
  • Segregation of Duty
  • User Activity Logs
Must have strong scripting capabilities Support various connectivity options, such as APIs, for seamless integration with other systems.
  • Auto-generate Code
  • Code-free Automation Creation
  • Low-code Script Creation
  • Script Creation
  • Script Reusability
Must have user-friendly interface Offer strong scripting capabilities for custom automation and system customization.
  • Automated Testing
  • Collaborative Features
  • Customizable Dashboard
  • Customizable UI
  • Drag and Drop Workflow
  • Real-time Debugging
  • User-friendly Interface
  • Visual Editor
Must have various connectivity options Integrate with various Enterprise Resource Planning (ERP) systems for data exchange.
  • API Access
  • Custom Connectors
  • ODBC/JDBC
  • OData
  • REST
  • SOAP
Must support integrations with various BI tools Offer flexible deployment options, such as on-premises, cloud, or hybrid deployment, to meet specific needs.
  • Looker
  • Microsoft Power BI
  • Qlik Sense
  • SAP BusinessObjects
  • Tableau
Must support integrations with various CRMs Integrate with various Human Capital Management (HCM) systems for HR-related process management.
  • Hubspot
  • Microsoft Dynamics 365
  • Salesforce
  • SugarCRM
  • Zoho CRM
Must support integrations with various ERPs Integrate with various Customer Relationship Management (CRM) systems for effective customer data management.
  • Dynamics 365 ERP
  • Epicor
  • Infor ERP
  • Oracle Fusion Cloud ERP
  • SAP S/4HANA
Must support integrations with various HCMs Integrate with various Business Intelligence (BI) tools for data analysis and visualization.
  • ADP Workforce Now
  • Ceridian Dayforce
  • Oracle HCM Cloud
  • SAP SuccessFactors
  • Workday HCM
Evaluating solutions?
Work with Taloflow's technology selection platform containing tens of thousands of up-to-date vendor data points in dozens of categories to:
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Filter solutions based on your priorities
Evaluate vendors for your exact use case
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