CoE Manager v.29 release

Review what's new in CoE Manager for the v.29 release.

What's new

Accelerate your automation success with CoE Manager Plus

Get advanced capabilities, customizations, and integrations to optimize your automation program performance with CoE Manager Plus. You can track transaction-level ROI metrics and capture key insights regardless of the platform you use. CoE Manager Plus provides you a holistic view of your ROI across a more complex automation landscape.

CoE Manager Plus
Expand organization hierarchy for focused ROI tracking

You can expand the existing business units in CoE Manager to create multiple sub-level units (geographies, business units, departments, and teams) and link opportunities to these sub-level units. For example, consider the business unit Finance. You can build sub-level units of Accounts Receivable and Accounts Payable under Finance. You can further build sub-levels such as Invoicing, Credit and Collections, Debt Management, and Cash Application under Accounts Receivable. This hierarchy capability provides a clear understanding of how many opportunities were submitted from different areas of the organization, how many were automated, and measures the ROI generated from each area. At every level, the ROI is rolled up from sub-levels to provide a comprehensive view of how each department or business unit is performing.

Set up organization hierarchy and link opportunities
Standardize activity types with predefined activities template
Based on their organizational standards, an administrator can define additional activity types to add to the following predefined activity types:
  • Business Case
  • Requirements
  • Design
  • Infrastructure Setup
  • Build
  • Test
  • Deploy

To maintain consistency across all opportunities, users can select activities from these predefined templates to build automation projects. Using predefined templates drives standardization and provides better visibility and reporting capabilities.

Calculate ROI based on individual transactions

In addition to execution count-based tracking, CoE Manager now facilitates volume or transaction count-based value tracking. You can calculate the return on investment (ROI) based on the number of transactions a bot performs for any given day, week, month, or quarter. Transaction-based ROI provides a more granular level of tracking that you can use to assess cost savings and improvement changes affected by processing multiple transactions.

ROI tracking