WHAT DOES AN AUTOMATION DO?

Published: May 16, 2025 - The Automation involves designing, developing, and maintaining automated systems to improve efficiency and accuracy in processes. This position includes troubleshooting automation equipment, programming control systems, and ensuring seamless integration with existing workflows. This role involves monitoring and optimization of automated solutions to meet production and quality standards.

A Review of Professional Skills and Functions for Automation

1. Automation Analyst Duties

  • Document Analysis: Analyzes documents and data fields for document automation.
  • Template Construction: Constructs templates and RegEx patterns for data extraction from documents using third-party software.
  • Automation Testing: Tests automation technologies to measure accuracy and success of automation templates and scripts.
  • Report Management: Creates and manages reports on automation efficiency using a variety of technologies such as SQL.
  • Quality Control: Performs quality control on automation technologies in order to ensure accuracy and speed.
  • Process Management: Creates, maintains and manages Quality Control processes.
  • Technical Support: Works with department staff and the Director of Technology in troubleshooting.
  • Vendor Collaboration: Works with LoanLogics staff to create reports on automation efforts.
  • Application Ownership: Takes ownership and accountability of application modules and provides technical guidance during solution design for new requirements and critical/complex issues.

2. Automation Consultant Details

  • Solution Architecture: Architect, design and deploy highly complex and scalable RPA solutions using Automation Anywhere, UiPath and other automation tools.
  • Best Practices: Help define and formalize RPA best practices that can be centralized into a Center of Excellence (CoE).
  • Process Collaboration: Collaborate with project and client business team members to identify, document and prioritize process flows to be automated.
  • Technical Assessment: Assess automation opportunities from a technical perspective and provide solutions.
  • Issue Management: Anticipate, identify, track and resolve technical issues and risks affecting delivery.
  • Documentation: Document efforts by providing design documentation, readable code and project documentation.
  • DevOps Contribution: Contribute end-to-end with a Dev/Ops approach to RPA and help in upfront configuration and ongoing administration and support.
  • ROI Analysis: Perform ROI assessment for each automation.
  • Delivery Planning: Create and manage a plan for continuous automation delivery.
  • Process Mapping: Map current state processes and develop a more efficient future state process.
  • Technical Support: Provide Level 2 and 3 support.
  • Stakeholder Demos: Conduct demos for RPA stewards and business stakeholders.
  • Vendor Liaison: Work with vendors to understand technology and new features.

3. Automation Developer Responsibilities

  • Test Contribution: Contribute to manual and automated test coverage for new feature implementations and maintenance.
  • Team Interface: Interface with development and test teams to understand testing requirements and implement automated tests and related tools.
  • Script Development: Develop automated test scripts and tools in Python to verify new feature functionality.
  • Test Execution: Perform manual and automated test execution and results analysis, root cause issues, and validate fixes.
  • Issue Tracking: Ensure issues found are properly tracked throughout the software life cycle.
  • Agile Participation: Contribute to team deliverables through involvement in agile scrum development sprints.
  • Status Communication: Effectively communicate status and issues with Test Primes, Development, Project Management, and other stakeholders.
  • Process Improvement: Participate in ongoing process improvement including test case updates and attaching missing requirements.

4. Process Automation Engineer Job Summary

  • Strategy Development: Develop an automation vision and strategy for facilities that support all company objectives.
  • Test Participation: Participate in FATs, software and hardware installations, commissioning and qualification tests including protocol authoring and execution.
  • Project Leadership: Lead automation projects including development and documentation of automation functional requirements, system design and review, implementation including coding and debugging, deployment of novel automation solutions, and complete documentation.
  • Team Leadership: Lead others such as engineering firms and contract staff, to deliver automation solutions where required due to the scope of work.
  • Talent Selection: Select talent to deliver increased scopes of work in automation.
  • Specification Management: Specify instruments and networks to integrate with automation systems.
  • Compliance Assurance: Ensure automation and data system compliance with regulatory guidelines for food manufacturing.
  • Training Delivery: Train and educate process engineers and plant operators.
  • System Integration: Integrate, modify, and optimize new and existing systems.
  • Documentation Management: Help establish and maintain an engineering documentation system to capture automation-related documentation and controlled changes.
  • Support Maintenance: Provide maintenance and production support.

5. Senior Automation Engineer Functions

  • Project Planning: Plan and manage the PCS and BAS design of the capital projects.
  • Partner Direction: Provide directions to the external design partners (AEC firms).
  • Document Management: Establish PCS design documents and archiving schemes.
  • Solution Evaluation: Evaluate and recommend PCS solutions as appropriate for the project.
  • Archiving Design: Design and establish a project documents archiving system.
  • Specification Review: Review hardware and software specifications and design.
  • System Integration: Plan the systems integration of multiple hardware environments.
  • Systems Planning: Plan integration of the PCS and MRP systems at manufacturing sites.
  • Subject Expertise: Act as the subject matter expert for automation-specific projects.
  • Operational Consulting: Consult on operational improvements of the PCS and BAS.
  • Data Analysis: Perform production data analysis for efficiency and PCS enhancements.
  • Work Supervision: Supervise contractors for the programming and testing of PLC and DCS.

6. Automation Manager Job Description

  • Team Management: Manage a team of Automation engineers.
  • Infrastructure Revamp: Revamp/rewire the existing automation infrastructure to deliver a stable and scalable automation architecture for the CDMS product needs.
  • QA Strategy: Build a solid automation QA strategy for delivering the highest quality product releases.
  • Assessment Reporting: Provide clear and concise automation assessments of tested product areas synthesized from full data sets of test results.
  • Staff Support: Support QA automation staff through training, mentoring and problem solving.
  • Cross-Functional: Work with cross-functional teams (Architects, Developers, QA) in test automation activities across the organization.
  • Product Expertise: Develop deep expertise in product functionality.
  • Technical Direction: Provide technical direction to automation team members to adhere to automation standards.
  • Strategy Alignment: Communicate, coordinate and align automation strategy with the engineering team members, make recommendations to improve reliability, best practices and processes.
  • Talent Growth: Hire and grow talented, pragmatic QA Automation engineers.

7. Senior QA Automation Engineer Overview

  • Requirement Clarification: Work with Product Managers and Engineers to clarify requirements and translate them into test plans.
  • Design Feedback: Provide design feedback before implementation to ensure technical feasibility as well as user-friendly designs for interfaces and workflows.
  • Manual Testing: Manually execute own test plan prior to automation.
  • Automation Execution: Automate as close as possible to 100% of test plans using existing frameworks.
  • Framework Building: Build any missing automation frameworks that would accelerate the ability to produce test automation.
  • Infrastructure Setup: Build or adapt the necessary test infrastructure to track and run all automation coming from developers and QA engineers.
  • Issue Tracking: Organize and track issues to ensure nothing slips through the cracks.

8. Automation Test Analyst Tasks

  • Automation Evaluation: Work with SMEs and check if any application testing can be automated.
  • Test Review: Review the test cases and update them as per the prerequisites for automation.
  • Strategy Preparation: Prepare an automation suite test strategy to produce maximum results in the minimum time.
  • Script Conversion: Convert manually written test cases into automation scripts, maintain the automation test cases and execute.
  • Team Collaboration: Cooperate closely with GCT APAC and EMEA Team Members and Management on achieving Citi and GCT Strategy and Priorities.
  • Performance Management: Ensure high performance measured by GCT QA KPIs, especially timely preparation, conducting, and completion of testing processes.
  • Reporting: Ensure regular and timely reporting (daily, weekly, monthly, etc.) on given tasks to Test Leads and Managers.
  • Task Monitoring: Monitor given tasks daily, highlight risks, and support prompt resolution of issues.
  • Client Support: Ensure and maintain high-quality and effective support to all internal and external clients and partners.
  • Knowledge Development: Develop own knowledge base and skills through new challenges, Citi training, and development possibilities, including specific internal and external courses.
  • Compliance Assurance: Ensure compliance of operations with Citigroup, local legislation, Citi policies, and GCT procedures.

9. Automation Tester Roles

  • Script Automation: Create/execute automation scripts in Selenium, Java, Cypress, Appium, API, etc.
  • Test Execution: Create and run functional, application, regression, ad-hoc, and integration tests including both positive and negative scenarios.
  • QA Methodology: Follow standard QA methodologies to ensure the delivery of quality products.
  • Code Writing: Write code using the REST Assured framework.
  • Test Documentation: Create test case artifacts.
  • Agile Participation: Participate in an Agile development environment / Scrum team.
  • Schedule Management: Work to meet project schedules, timelines, and deadlines.
  • Task Estimation: Provide accurate estimates for assigned tasks.
  • Result Reporting: Publish test results, status reports, and receive appropriate signoff.
  • Strategy Development: Develop testing strategies and scenarios for review with both project and client teams to ensure alignment with project delivery documentation.
  • Quality Delivery: Deliver high quality work and adapt to new challenges, as an individual or as part of a team.
Relevant Information
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