You can define detailed prompts for complexity and strategic alignment questions for automation opportunities. You can add the opportunity sources, activity types, and change request types.

Complexity configurations

Refers to how complicated it is to automate an opportunity. The complexity of the automation appears in the Prioritization bubble chart at the Pipeline stage and helps you prioritize the next task or process to automate. You can define up to five complexity questions, weightage for each question and the scoring scale. You can rate each opportunity on a scale of none to very high to drive a complexity score for the opportunity. This is based on the weightings for each opportunity.

Alignment configurations

You can define up to five strategic alignment questions and set a weight for each. Each opportunity is rated from none to very high based on these questions, generating an alignment score based on these weightings that reflects its strategic fit. These parameters provide clarity by highlighting the strategic alignment of each opportunity to your organization's automation goals. It streamlines decision-making, ensures consistency in evaluations, and drives strategic growth by concentrating efforts on the most aligned opportunities.

Opportunity sources


opportunity sources

By default, the opportunities are created within the CoE Manager using the create opportunity option. You can also create opportunities from other applications by copying the opportunity intake URL from Admin - Advanced > Opportunity Intake Form URL section. This URL can be added to any external application to create opportunities.

Tracking the source of opportunities created from multiple endpoints helps understand their origin. The Opportunity Sources tab displays the list of opportunity sources created through various endpoints. If an opportunity is created within the CoE Manager, no source is displayed. For example, the image shows three opportunity sources for all opportunities in this business unit.

기회의 소스 만들기

Activity types


activity types

An opportunity progresses through stages such as Idea, Pipeline, Build, and Deployed. Activity type refers to the specific actions or status of the opportunity at each stage. Understanding the state of the opportunity offers several benefits:

  • Progress tracking: It provides a clear view of how far the opportunity has advanced, helping to manage timelines and expectations.
  • Identifying limitations: If an opportunity is stuck in a certain state for a long time, you can identify the potential issues or limitations can be quickly identified and addressed, preventing delays.
  • Transparency: Everyone involved can see the status of an activity at any given time, ensuring that all team members are on the same page.
  • Enhanced Collaboration: Clear activity definitions improve communication and collaboration among team members, leading to more efficient workflows.
Note: Activity type applies to all stages except the Idea stage.

To maintain consistency across all opportunities, users can select activity types from the predefined templates available in this option to build automation projects. Using predefined templates drives standardization and provides better visibility and reporting capabilities.

Based on the organizational standards, you can further define additional activity types to add to the following predefined ones:

  • Business Case
  • Requirements
  • Design
  • Infrastructure Setup
  • Build
  • Deploy
  • Hypercare
  • Go-Live
  • Test

Once the activity type is defined in the Admin-Program page, you can assign it to the opportunity in the Opportunity > Activity page, helping to track the opportunity's progress.

Create and manage activity

Change request types

You can track changes to deployed opportunities by creating change requests, that allow you to update associated automations or resolve issues as needed. You can view or modify these change requests. Change requests are flexible, supporting user-defined categories so you can tailor them to your team’s processes. For each request, you can specify whether it’s an enhancement or an issue, provide a description, and prioritize critical or high-priority items. A new widget displays how long a request has been open, giving you greater visibility. With these capabilities, you can view, modify, and manage projects directly within CoE Manager, gaining a holistic view of end-to-end process automation and project management within a single application. This enables you to efficiently manage your entire workflow with customized categorization that meets your specific needs.

Create change request types