Submit and build a business case for an opportunity and track its progress through different stages and manage its implementation. After an opportunity is delivered, you can also monitor the benefits it provides.

Create opportunity

Identify business processes suitable for automation to ensure a structured approach to automation initiatives. Capture and evaluate potential opportunities to enable you to prioritize high-value processes, improve efficiency, reduce manual effort, and align automation efforts with business objectives.

  1. Click the Plus icon in the Opportunities table.

    The Create Opportunity page opens that contains the opportunity intake form.

  2. Fill the details in the opportunity intake form.

    These answers are used to categorize and define the anticipated value of your proposed opportunity.

  3. Click Create.

    A message is displayed indicating a new opportunity is created.

  4. Click View to edit the opportunity information and monitor the approval process.
    Note: To crowdsource the automation ideas from across your organization, navigate to the Enterprise settings tab to get the opportunity intake form URL.

Manage opportunity

On the opportunity page, essential information is organized and grouped in tabs. You can access these tabs by clicking the tab names. The name of the currently displayed tab is highlighted in blue. By default, the Details tab is displayed. The following table lists the various tabs available in the opportunity page:
Tab Description
Details Monitor overall delivery status and advance the opportunity to new stages. Review costs, benefits, and the alignment of the opportunity to the organization’s strategic goals.
Activities Create and track the status of activities required to implement the opportunity.
Workflow Review delivery status of opportunity, submit for approval/approve, retire and cancel the opportunity.
Execution/Transaction tracking View the automation process information associated with the opportunity. Monitor the progress of an automation initiative from development to deployment.
History View all changes and updates made to the opportunity. View detailed audit trail of modifications, including field edits, status changes, and stage approvals.
Note: Failure costs are captured at the individual automation level. Each automation within an opportunity will have its own defined cost of failure, enabling more precise tracking and reporting.