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Analyzing processes for automation

  • Updated: 2/16/2021
    • Automation 360 v.x
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    • Discovery Bot

Analyzing processes for automation

Review and analyze data from the Dashboard tab, create views from a starter recording in the Aggregated tab view, and add steps from one or more recordings to another recording to create a variant (branch). Compare up to three views, three recordings, or combine views and recordings side-by-side simultaneously.

Dashboard tab

The Dashboard tab provides a snapshot of a view or a recording data captured by all users for an assigned process. The following data is displayed in the Dashboard header:
Field Description
Participants Totally number of users that have submitted recordings for the process.
Process cycle The average duration of the recordings provided for the process.
RPA opportunity The number of the opportunities that include the selected recordings.
Applications involved The totally number of applications used in a recording session by all assigned users.
Bots involved The number of bots created from the selected recordings.

Application usage

The doughnut chart displays the number of applications used across selected recordings or views. 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 by recorder

The graph displays the time associated with the average process cycle (in minutes) grouped by users for all the selected recordings.

Use case

Use this information to compare the average recording time for each participant. For example, an analyst can learn why a recording session 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 recordings to study them for inefficiencies that might result in better or more opportunities for automation.

Recordings comparison

The graph displays the recording ID on the x-axis and the recording time on the y-axis across all selected recordings or a view from the table.

Use case

Use this information to quickly determine and compare a particular recording against other recordings in a process based on the duration of the recording. For example, you can select 10 recordings in the Recordings table and note that one particular recording is taking five times longer compared to the other recordings. By filtering on that one recording ID, you can see how the other recordings compare against each other. This information can later be used to identify the essential steps to create an opportunity. An alternative to using the chart is to sort the Recordings table using the Process cycle column in ascending or descending order.

Aggregated tab

The Aggregated tab provides an end-to-end view of the complete recording as a series of steps. Multiple continuous steps performed in the same application are automatically collated and displayed as a group to improve the readability of the process. Selecting a step opens the Preview pane (if hidden) and displays additional information about the step along with its screenshot. The aggregated view also provides you the ability to combine steps from multiple recordings into a view. This is also the section from where opportunities can be created from recordings and views.
Note: An opportunity can only be created from a single recording or a single view at one time.

Use case: Reviewing the credit score for loan processing from the Aggregated tab:

  • View steps from a single recording
  • Review step details from the recording individually
  • Create views of your process workflow by combining steps multiple recordings
  • Combine steps from different recordings, create a branch in the view and add steps from the additional recording
  • Create any number of branches within a view where each branch represents one set of value for the underlying condition.
    • For example, for a loan with a credit of score less than 200, there might be one set of steps to follow and for higher score there might be a different branch where the other set of steps are being followed.
    • In the above example, the condition is credit score and the condition values are less than 200 for one branch and greater than or equal to 200 for the other branch, or greater than 200 and equal to 200 for two additional branches.
  • Add steps from a single recording with steps from one or more recordings into a branch.
  • Add steps from another recording into a new branch to the view. Drag and drop steps from a recording into a new branch in the view.
  • Review views created by other users within the process.
  • Create copies of views and make modifications as necessary.

Comparison tab

Compare up to three views, three recordings, or combine views and recordings side by side simultaneously. You cannot edit in this flow. You can only display recordings, views, or recordings and views.

Use case

The Comparison tab enables you to quickly see which recordings follow the expected or understood process. By selecting multiple recordings, you can display the following:
  • How the steps might be completely different across the recordings
  • The different number of steps within the grouping of the same application
  • The difference in the sequence of steps
  • The different types of applications being used in the recording session

    Comparing multiple recordings enables you to understand how and where the use of bots can automate these steps, resulting in a more streamlined, efficient process.

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