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TheProject Manageris responsible forcoordinating all implementation activitiesandmanaging project risks, timelines, and resources throughout the automation lifecycle. They serve as the primary point of contact between theClient Teamand theImplementation Team.

Their key responsibilities include:

Defining and tracking project schedules

Managing communication among stakeholders

Facilitating meetings and escalations

Handling changes in scope, resources, or timelines

Monitoring deliverables and ensuring quality

The Project Manager ensures that the team adheres to UiPath’s methodology and that all phases — from Kickoff to Project Closure — are completed effectively. Their oversight ensures alignment, accountability, and timely delivery of the automation solution.

Thefinal stepin completing theProcess Design Document (PDD)is tovalidate the document with both the business owner and the development team. Although describing the As-Is and To-Be processes, drafting workflows, and collecting inputs are fundamental steps, none of these finalize the document without validation.

Validation ensures that the PDD isaccurate, complete, and alignedwith both business expectations and technical feasibility. From the business side, the process owner confirms that the documented workflows correctly reflect the real operations, business rules, exceptions, and desired outcomes. From the technical side, the development team verifies that the documented To-Be process is feasible for automation, aligns with UiPath capabilities, and contains the level of detail needed for solution design.

The validation step is crucial because the PDD becomes the foundation for solution design, development, test planning, and success criteria definition. Without this mutual agreement, automation may fail to meet expectations, result in rework, or lead to misaligned business and technical interpretations. Proper validation ensures project success and prevents downstream issues.

TheProcess Definition Document (PDD)is primarily filled with theAs-Is process details, makingOption Cthe correct statement. The PDD captures how the process works today — including steps, inputs/outputs, systems used, exceptions, and roles involved.

It is typically created through collaboration between theBusiness AnalystandSolution Architect, based on workshops and shadowing sessions with the Client Team. This document forms the foundation for all subsequent steps in the implementation lifecycle, especially theSolution Designstage, where the To-Be process is planned.

The PDD ensures all stakeholders have ashared understandingof the current process before automation design begins. It also helps identify scope boundaries and validate that automation requirements are complete and accurate.