Transaction-based ROI for task automation

The volume ROI feature allows you to measure the realized automation value by how many business records or transactions have been completed. This feature allows you to measure the number of records processed on parent or the child bot level.

Procedure

  • Configure the opportunity in CoE Manager.
    1. Follow one of the following options to configure the opportunity to measure how many records or transactions are processed by a bot.
      • In the opportunity intake form, select # of records processed for How is the process is measured question.
      • In the Opportunity > Details > Forecasted Savings tab, select # of records processed in How is Processed Measured option.
    2. Specify the time (in minutes) required to process a single record and the number of records processed per month.
  • Add Analyze package to your automation.
    Consider a scenario where the automation consists of a parent and child bot, and the parent bot calls the child bot within it. The child bot processes some records for order processing.
    1. Create parent bot.
    2. Use Task Bot > Run action to call the child bot.
    3. In the child bot, use Loop action to count the number of transactions.
    4. Include the bot logic inside the Analyze > Open and Close actions.
      This records the number of transactions.
      Note: To measure the successful or failed transactions, set the value in the Business Transaction Status field as given below and store the value in a variable.
      Transaction status Value
      Successful Success
      Failed Failure
    5. In the Variables tab on the left pane, initialize the variables #SampleNumber and “SampleString with a default value.
    6. Note down the automation ID of the child bot.
  • Track the number of records processed and value realized in CoE Manager.
    1. In the CoE Manager, select the opportunity.
    2. Navigate to Execution Tracking tab.
    3. Add the automation ID of the child bot to the opportunity.
    4. You can see the number of records (orders) processed by the child bot in the Execution Metrics tab.
    5. Navigate to Opportunity Summary tab to track the benefits achieved with this automation.