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PlaybookFebruary 2025 · 20 min read

From RPA to Agentic AI: The Migration Playbook

A step-by-step migration guide for operations and IT leaders moving beyond rule-based RPA automation to cognitive, self-improving agentic AI — without disrupting live workflows.

Key Insights

  • Why RPA fails at 20%+ exception rates — and how agents handle them
  • The three migration paths (replace, augment, co-deploy) and when to use each
  • A phased 6-month migration timeline with risk checkpoints
  • Cost model: RPA maintenance vs. agentic ownership

What's inside

01

Why RPA hits a ceiling

The structural reasons rule-based automation breaks at scale and complexity.

02

What agentic AI adds

Decision-making, exception handling, and continuous improvement at the workflow level.

03

Migration strategies

Replace, augment, or co-deploy — choosing the right path for each workflow.

04

6-month playbook

Phase-by-phase migration with milestones, owners, and risk gates.

05

Change management

Stakeholder alignment, team upskilling, and governance during transition.

RPAOperationsMigrationAutomation

RPA to Agentic AI Playbook

February 2025 · 20 min read

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