Manage your program and keep it aligned with your defined goals that helps improve the planning and decision-making process. You can configure the general settings for your overall program.

Define the options for your program in the sections as outlined below.

Program defaults

Currency
Specify the currency symbol to display alongside savings values. This setting applies to all opportunities. This can either be in symbols such as $, £, € or USD, EUR, INR and so on.
Show Oppty Activities as
Specify how opportunities’ activities are displayed on the Activities tab. You can choose between a List and a Gantt-Chart.

Submitter is Owner?
Determines who will be set as the official owner of the idea. When the option is enabled, the submitter automatically becomes the owner making them the primary point of contact and will receive the related notifications. When the option is turned off, the owner is determined by the defaults configured. You can specify whether the system should create an account for the user submitting the opportunity. This is applicable for users who currently do not have an account with the CoE Manager. If set to Yes, the email address in the opportunity submission form is used to create the user account. Ensure the email domain is added to the trusted list within the CoE Manager.
Mandate workflow prerequisites
This option determines how strictly CoE Managerenforces prerequisites for progressing through the workflow (for example, from idea to pipeline to build to deployed). When enabled, users cannot advance to the next stage until all required fields, sections, or checks, such as business case, benefits, costs, or risk details are completed. If any mandatory information is missing, users are blocked from proceeding and prompted to provide the necessary details. When disabled, these prerequisites serve as recommendations, allowing users to move forward even if all requirements are not fully met.

Business units

You can expand the existing nested 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 nested units of Accounts Receivable and Accounts Payable under Finance. You can further build nested business units 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.

You can view the nested business units you have created under this tab. The business units and their sub-level units created are displayed at the same level in this tab. You can view the hierarchy of the business units on the left navigation panel.
Note: Business units might also be referred to as workstreams, both terms have the same meaning.

Organisationshierarchie und Verknüpfung von Möglichkeiten einrichten

Applications


applications

You can track and report on the applications needed for your automation program. This helps you plan your automation infrastructure and costs. For example, if a project requires every new email to trigger a job in Salesforce, knowing the required applications in advance helps you plan execution details such as the number and type of licenses needed for different departments. This also helps estimate the expected ROI.

Maintain an inventory of the applications used in your automations to better manage your ROI. You can add applications with details such as name, version, owner, automation approach (user interface, API, database), and automation complexity.

Anwendungen hinzufügen