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Analyzing opportunities for automation

  • Updated: 2021/12/09
    • Automation 360 v.x
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Analyzing opportunities for automation

Review opportunities and process recording data by using graphs and charts that help you to analyze and understand the benefits and savings from a potential opportunity with or without automation.

Opportunities

The Opportunities header provides a snapshot of the recording and opportunity data captured by all users for assigned processes. The following data is displayed in the Opportunities header:
Field Description
Savings The potential savings (yearly savings or savings per run) associated with the opportunity
Number of opportunities The number of opportunities that include the selected recordings
Number of process variants The number of branches included in the opportunity
Average process cycle The average duration of the recordings provided for the process
Participants Number of users who submitted recordings for the process

Opportunities evolution

Use the opportunities evolution map as a guide to decide which opportunities to automate first. Each quadrant displays the following:

  • Proceed now: These opportunities yield the maximum benefit and ease of implementation.
  • Long term: These opportunities yield good ROI but will take time to implement. They also require a higher implementation effort to automate.
  • Hold: The automation benefit is low and the implementation time is high. The recommendation is not to automate.
  • Quick wins: Always do this first to build momentum.

Application usage

The donut chart displays the number of applications used across selected recordings. The application usage details are displayed in the table to the right of the chart in the following format: Application | minutes seconds | percentage. The percentage represents the percent of the application used over a total of all applications used.

Use case

Use this information to quickly understand user participation and process complexity and variability; the higher the application count, the higher the complexity and variability of the process that is being analyzed. The average process cycle time will provide a quick insight into the duration of the process within the expected processing time. If the actual process cycle is higher across application count, this might be an indicator that the process is a more suitable candidate for automation and assists with improving efficiency.

Process cycle time by process

This graph displays the time associated with the average process cycle (in minutes) for each process and by user.

Use case

Use this information to help you understand which processes take the most time and therefore, will potentially give you more savings if automated. For example, an analyst can learn why a process recording took longer or was completed in a shorter period for one particular participant and compare this information with other participants. This information is instrumental in narrowing down on a smaller subset of the process recordings to study them for inefficiencies that might result in better or more opportunities for automation.

Number of steps by a process

This graph displays the average number of manual steps in each process and by user. Use this information to compare the number of steps across processes. Processes with greater number of manual steps are more likely candidates for automation.

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