Using CoE Manager

CoE manager provides a structured and consistent way of assessing all submitted opportunities, thereby increasing confidence in the quality of automation pipeline.

Work item basics
CoE Manager is composed of Opportunities, Business Units (referred to as workstreams by Shibumi), and a Program. In CoE Manager, these are all called work items. They are places to review and add information. Each of these work items are made up of tabs and sections.

RPA work item basics

Roles and user management
Users are assigned to specific roles, and the role determines how the user interacts with CoE Manager. In CoE Manager, all users have inherited permissions, which means that the permissions extend below where they have access.

Roles and user management

Workspace
CoE Manager workspace is divided into Navigation Sidebar, Header, and Work Area.

RPA workspace overview

Personas and available actions
CoE Manager personas represent the people within your organization who participate in your automation program. The titles given to these personas might not match the job titles used within your organization. Use the goal descriptions to help you map your organization titles to the CoE Manager personas. Once you have mapped your positions to the CoE Manager personas, the topics to cover column (in Persona overview link below) highlights the solution activities most applicable to the persona. Persona-specific support site articles are available through the persona column hyperlinks.

Persona overview

Review automation program status
Review up-to-date program data in a single location to drive decision making.

Review automation program status