Ideas

Get an overview of submitted automation ideas, displaying opportunities in the initial idea stage where concepts are captured and documented. You can view the newly submitted opportunities, their potential savings, and the age of the submitted opportunities.

The ideas section in this page includes the key details such as opportunity name, the business unit it belongs to, overall score, percentage alignment, complexity, forecasted savings, total costs, the email of the user submitting the opportunity, and date the opportunity was submitted and updated. Additionally, users can filter ideas by business unit or date range to focus on relevant opportunities. All newly submitted opportunities appear in this stage by default.

Clicking anywhere on the four achievement cards above reveals a breakdown of opportunities in the idea stage by business unit. Selecting the number next to a business unit displays hyperlinks for each opportunity, allowing you to navigate directly into the opportunity pages. This feature simplifies exploration and tracking of opportunities across different business units, enhancing visibility into their details.

Opportunities in idea

This widget displays the count of opportunities currently in the idea stage, along with the total number of opportunities in the CoE Manager instance for comparison. This gives you insights into the volume of automation requests coming from various departments.

Idea savings

This widget displays the sum of forecasted savings from all the opportunities in the idea stage, along with the hourly or time savings forecast on the right. The larger this number is the more incentive for the CoE team to assess these ideas and push them to the pipeline stage for further assessment and approvals.

Overall score

This widget displays the number of opportunities in the idea stage with an overall prioritization score of 60% or higher as well as 80% or higher. An overall score above 60% or 80% indicates that an opportunity is likely to be successful and provide significant benefits. This score helps identify opportunities that might be ready to move to the pipeline stage based on their scores.

An overall score of 60% or 80% allows you to quickly identify high-potential opportunities that are well-aligned with strategic goals and have lower complexity to build. This score indicates the likelihood of an opportunity’s success and its ability to deliver significant benefits. By focusing on opportunities with higher scores, you can prioritize resources more efficiently and direct efforts toward initiatives that are most likely to deliver value.

Note: The thresholds of 60% and 80% are configurable only for the CoE Manager Plus instance.

Older opportunities

This widget displays the age of opportunities in the idea stage, helping to expedite the assessment and progression of ideas to the next stages. Knowing which opportunities have been in the idea stage for 90 or 180 days or longer allows you to identify those that might be stagnating and in need of attention. This visibility allows you to:

  • Identify bottlenecks: Pinpoint potential issues preventing progress.
  • Re-evaluate opportunities: Assess if the opportunity remains aligned with strategic goals and is still feasible.
  • Prioritize: Focus on the most promising opportunities.
  • Follow up: Prompt action on stalled initiatives.

By addressing older opportunities, you maintain momentum in your automation initiatives and prevent valuable ideas from being overlooked. This streamlined approach helps you make informed decisions about advancing or retiring these opportunities. Retired opportunities are excluded from the dashboard, ensuring the dashboard numbers accurately reflect your progress.

Note: The threshold values of 90 and 180 days are configurable only for the CoE Manager Plus instance.

The Ideas table displays detailed information for all opportunities in the idea stage. It includes the following details:

  • Opportunity name: A unique user-defined name for each opportunity.
  • Business unit: The business unit that owns the business process driving the opportunity.
  • Overall score: An aggregate score reflecting the opportunity's overall value and feasibility.
  • Alignment percentage: The degree to which the opportunity aligns with strategic goals or automation goals of the organization.
  • Complexity score: An assessment of the technical and operational challenges involved in implementing the opportunity.
  • Forecasted savings: The estimated financial benefits of the opportunity.
  • Total costs: The anticipated expenses associated with implementing the opportunity.
  • Submitter: The contact information of the individual who submitted the idea.
  • Submission date: The date the idea was first submitted.
  • Updated date: The date of the most recent modification to the idea details.