To calculate the ROI for process automation, you must define the paths, branches and configure these paths along with the different components individually in the CoE Manager instance.

Let us understand this with the help of an example. Consider the process automation, RadiologyProcess as shown in the image below.
process-automation-roi-config

This process automation consists of components Task Bot and another child process.

Procedure

  1. Create the process in the CoE Manager instance for that you have built in the Control Room.
    1. Navigate to the Process page in the CoE Manager instance.
    2. Click the Plus icon in the Process section and fill in the following details.
      • Parent: Organization unit the opportunity belongs to
      • Name: Process automation name, in this instance RadiologyProcess
      • Description: A brief description of the process
      • Idea submission date: Date when the idea was submitted
    3. Click Create.
      When you open this process, it displays the benefits realized and the expected savings. As the savings of a process are defined by the individual components in the process, you must define all the paths contained in the process.
  2. Create process paths.
    1. Click to open the process created.
    2. Click the Plus icon in the Process Paths section to create the path and fill in the following details.
      • The business unit the process belongs to is already selected.
      • Path name, in this example path 5-9.
      • A brief description of the path.
      • The date of idea submission.
    3. Click Create.
      The path 5-9 is now created in CoE Manager. Create the other path 13-17 in a similar manner.

      The deployment of all the automations in this path, be it Bot task, Document Automation, API Task, or queue automation must be tracked individually.

  3. Track automation deployment in the path.
    1. Click to open the process path created (path 5-9).
    2. In the Details tab, fill in the details in the following fields and click Save.
      • Complexity
      • Alignment
    3. Navigate to Workflow tab and click the Advance to Pipeline button that is now enabled.
    4. Navigate back to the Details tab and add the details in the following fields and click Save.
      • Additional Benefits Table
      • Additional Costs Table
    5. Navigate to the Workflow tab and click the Send for Approval button that is now enabled.
      The path will move to In Progress stage once approved by the administrator.
  4. Add automations to the path in CoE Manager.
    1. Navigate to Transaction Tracking.
    2. Click the Plus icon in the Automations field and enter the following details.
      • The path the automation belongs to is already selected in the Parent field.
      • Provide a name for the automation.
      • Select Cloud CR Push for the Control Room Instance.
      • Provide the Automation ID.

        This is automation ID that you obtain from the Control Room.

      • Optionally, select the Include in Successful Execution Count and Include in Failed Execution Count.
    3. Click Create.
    4. Click to open the automation added and enter the details in the following fields and click Save.
      • Intake form Details
      • Automation Details
    You can see the automation added in the Paths field in the Details tab. Similarly, add all the other automations that are in the path.
  5. Add sync bot to track automation deployment in the Control Room.
    1. In the Control Room, open the process (RadiologyProcess).
    2. Add the sync bot below the automation in step 8.
    3. In the sync bot, enter the following details on the property panel on the right.
      • Provide the session name.
      • Enter the Automation ID.

        For automation ID, click the menu (three vertical dots) on the top-right and select Info > ID.

      • Enter the process name (RadiologyProcess).
      • Enter the date.
      • In Process metrics field, send the values Actual_Successful_Executions_per_Day__m and Actual_Failed_Executions_per_Day__m. You need not pass the value of Actual_Automation_Duration_Time_per_Day__m as we calculate transaction ROI in process automations.
    The sync bot collects data and passes it to CoE Manager via API calls. When the process deploys, the Transaction Metrics is updated in CoE Manager.

    Repeat the same for all the sync bots added under other automations. In case of a child process automation, open the child process and add sync bot under every automation contained in the process and add the details mentioned above. For example, open the IT_Process in step 6 and add sync bot for each automation in that process.