Get a comprehensive view of automation initiatives, enabling you to track, analyze, and enhance your automation journey. You can get insights into the opportunities through its various stages, automation types, or the source through which it is created.

Additionally, you can evaluate expected savings for the opportunity at each stage, ensuring that projected benefits align with actual outcomes. It is important to give the latest information about the opportunity to your executive team. The investment made in each opportunity is justified by the expected value it will bring after being delivered. The information you provide helps your leadership team understand the current situation and make smart decisions.

You can filter information based on specific criteria such as business unit, stage, automation type, and date enabling a tailored analysis that suits different organizational needs. Clicking the achievement cards above provides a breakdown of opportunities in each of the stages (Idea, Pipeline, In Progress, and Deployed), categorized by business unit and the expected savings for each. Selecting an opportunity name opens hyperlinks for each opportunity, enabling direct navigation to the respective opportunity pages for detailed insights.

Opportunities by stage

Displays a breakdown of opportunities at different stages, along with their associated business units, in a centralized graphical view. This single source of truth enhances collaboration across teams by keeping all the information in one place. With real-time updates and insights, decision-making becomes more agile, allowing quick adjustments to changes in initiative status. By tracking the progress of opportunities from ideation to realization, you can prioritize and allocate resources more effectively, ensuring high-impact projects receive the attention they deserve.

Forecasted savings by stage

This widget provides a visual representation of anticipated savings from automation opportunities as they progress through various stages, from ideation to deployment. This centralized view it enables you to monitor financial benefits at each stage, facilitating informed decision-making. By providing real-time insights into the projected ROI of the automation initiatives, stakeholders can identify areas where expected savings might not align with targets and adjust strategies accordingly to maximize the overall impact of the automation programs. Additionally, the widget fosters transparency and collaboration among all involved teams. Beyond tracking financial metrics, it serves as a strategic tool for driving continuous improvement in automation efforts.

Opportunities by sources

This widget provides a breakdown of automation opportunities based on their origin, whether created directly within CoE Manager or through external applications using an intake URL. By tracking the source of opportunities across multiple endpoints, this widget helps you understand where automation ideas are coming from. Based on the list of sources contributing to the pipeline, you can get insights into engagement levels and the effectiveness of different intake channels. This visibility enables better decision-making, fosters collaboration, and helps refine the opportunity intake strategies for scaling automation initiatives.

Opportunities by automation

Provides a categorized view of automation opportunities across different stages (idea, pipeline, in progress, and deployed). Also includes the opportunities in retired, canceled, or on hold status. It visually represents the distribution of automation types such as Task Automation, API Automation, Document Automation, WLM Automation, and Process Automation which helps in tracking progress and analyzing. This insight enables identifying bottlenecks, prioritize high-impact projects, and ensure a balanced automation lifecycle, ultimately driving efficiency and maximizing ROI.

The Opportunities table lists all the opportunities created providing details such as the opportunity name, associated business unit, stage, automation type, how it is measured, opportunity source, overall score, alignment, forecasted savings, total costs, complexity, implementation date, submitter email, and submitted and last updated dates.