Learn how to leverage the Automation Hub and Insights Cloud integration to benefit from out-of-the-box dashboard templates indicating the evolution of your automation program. Or, how to customize them to answer specific questions relevant to your organization. Target audience: CoE leads, Business Analysts, Business Owners Speaker: 👩🏻‍🏫 Iulia Istrate, Senior Director, Product Management - Automation Hub @UiPath

1. Automation Hub Best Practices
Session 4: Communicating the
potential of the automation
program Iulia Istrate
Senior Director, Product Management
Automation Hub

2. 2
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Safe Harbor

3. 3
1. Why do we need reporting
2. Ways to report on Automation Hub data
3. Automation Hub – Insights Cloud integration
• Benefits
• OOTB dashboards
• Pre-requisites
4. Use Cases
5. Next Webinar Sessions
6. Open Q&A
Agenda Slide

4. Reporting Your Automation
Program Performance

5. 5
Manage automation
opportunities in one
place
Increase your
program’s ROI with
easier prioritization
Extend the impact of
internally developed
automations
Leverage Automation Hub to:
Discover and
collaborate on
automation ideas

6. 6
Enterprise Community Workspace
Automation Store
Automation Opportunities Pipeline
Management
• Track automation opportunities in a single location
• Customize idea assessment to prioritize ideas based on KPIs
that matter to your company
• Centralized location to publish, discover, and download your
organization’s ready-to-go automations
Turn great ideas from anyone into great automations for everyone
• Connect to submit automation ideas, share process
documentation
• Collaboration between SMEs, developers, and the COE to
accelerate the automation projects development

7. 7
Built-in capabilities
Insights Cloud
integration
Use the Open API
layer
How to report on Automation Hub data

8. 8
Measure the performance and impact
of your automation program
Manage the entire automation opportunities pipeline in one
place
Enterprise Community Workspace
Automation Opportunities Pipeline
Management
Automation Store
Dynamic* Dashboards
Performance Reporting
Alerts and Notifications

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How to maximize the ROI of your
automation program?
Increased engagement
Improved performance
and speed
Holistic reporting
+
Keep stakeholders and sponsors informed
on the automation program performance
from idea through automation.
Take action when the KPIs are showing
delays or broken thresholds. Track an idea
from the initial business case through what
is the actual benefit, to improve and iterate.
Show the end-to-end benefits that the
automation can bring, encouraging growth
of the automation program.
ROI Tracking
Customization /
Create Your Own
Pre-built Dashboards for
Instant Awareness

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Automation Hub Ideas

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Automation Hub Ageing Report

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Automation Hub Reusable Components

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ENABLE
01 USE
02 CREATE
DASHBOARD
03 ITERATE
04
Enable the integration Deep Dive in the OOTB
dashboards
Copy dashboard or
create new
Customize by adding
own visualizations
Using the integration

14. 14
Prerequisites
• Automation Cloud account
• Automation Hub and Insights services enabled on the same tenant
(Singapore and Canada regions are not yet supported)
• Access rights:
• System Admin in Automation Hub to enable the integration
• Viewer and/or Designer & ROI Editor in Insights
• Enough data in Automation Hub to obtain meaningful dashboards
• Nice to Have: previous experience in using Insights Cloud is an
advantage

15. 15
Let’s See It

16. Use Cases

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Area of Interest What? Why?
Pipeline evolution Drill-down into your automation pipeline using various
dimensions: phase, status, categories, tags, custom
questions, applications
More granular perspective
Identify bottlenecks in your automation pipeline (idea
awaiting approval, pending assessment details, pending
implementation):
Drive actionability
Average time spent by ideas in phases & statuses Optimize the idea life-cycle
Grouping the idea ageing time into several ranges Higher level perspective
Employee
engagement in the
automation program
Identify the top contributors (BU/individually) in the
automation program
Reward contributors
Identify success stories
Top 10 ideas by votes or followers Discoverability
Reusable
components
Most impactful reusable components Reusability of code
Applications for which reusable components were built Application coverage
Who are the top contributors with reusable components? Reward contributors
Use Cases

18. 18
How to create a custom dashboard

19. 19
Let’s See It

20. 20
Customer Facing Materials
How to enable the integration: https://docs.uipath.com/automation-hub/docs/enable-
insights-connection
How to use the integration in Insights:
https://docs.uipath.com/insights/v0/docs/automation-hub-integration-overview

21. Next Webinars

22. 22
July August September October November December
Automation Hub Best Practices:
Webinar Series
1 2
Getting Started
Jul 12
Large-Scale
Rollouts
Jul 26
3 4
Communicating the potential
of the automation program
Aug 23
Using right KPIs to build
a strong business case
Aug 9
FORWARD 5
Sep 27-29
2022.10 release
Oct
Engaging with users
Nov 22
Reconfiguring
Automation Hub
Oct 18
7
6
Integrating with
3rd party applications
Oct 4
5

23. Open Q&A

24. 24
Question Answer
We have Insights on Prem so would be good to
understand how much of this applies to our
solution and if not when that would be possible.
The current version of the integration is between Automation Hub and Insights Cloud.
We do have plans to include the integration for our On Premise offering, via Automation
Suite, where both Automation Hub and Insights are present as services. This is currently
in the backlog and we estimate that somewhere next year we will be able to have it
available in Automation Suite as well.
Are people able to do this stuff in Community...
or would they need to do an enterprise trial to
try it?
This is available only in Enterprise and Trial. Neither Automation Hub or Insights are
available as part of our Community offering. We recommend upgrading to trial to
experiment with these capabilities.
Is there a built in function on the platform that
links ideas from Automation Hub to the actual
processes that are running? Maybe even further
if the idea is involving UiPath Apps i would like
to see usage data in insights together with
information about the original idea. The same
goes for the other UiPath products (Action
Center, Document Understanding, Data
Service).
We are actually working on a new feature right now, that might solve part of the use case
you presented. We have a feature in the works called "ROI Comparison", where we aim
to compare the estimates from Automation Hub to the Actuals from Insights (via the
processes/jobs ran). In order to achieve this dashboard, we will have a menu in the
Automation Profile where you will be able to link the Automation Hub idea to the
Orchestrator Package. Based on this link, we will be able to perform the ROI
Comparison in this new dashboard. In this first phase, this will be limited to the
relationship between ideas and packages, but we can definitely think of extending this to
other entities/objects from other UiPath products in the future.

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Question Answer
But does this not set some assumptions on how a
process is to be developed. We usually build new
processes based on REF with a dispatcher and
performer setup and a timed trigger. Using number of
jobs to calculate actual benefit might not give a real
view of things as the process can run without actually
doing anything. In this case we measure this based
on handled transaction items (based on relevant
statuses) in the queue.
Yes I would fully expect "Actual value" to be derived
from queue activity. It can get challenging though if a
particular automation maybe uses a couple different
queues for different phases of a process, etc.
The mapping table we will provide will enable you to define whether a certain
process is part of a queue or not, such that the formula for computing the actual
value takes into account either the Queue item count or the successful jobs run.
Moreover, it is under your control to point to the relevant process whose successful
transactions should be taken into account for the actual value calculation. If a cert
process execution is not relevant, then leave it out.
While we cannot build the one-size-fits-all scenarios formula for ROI calculation
from the start, being able to combine Automation Hub data with Orchestrator data
and being in control of defining the relationship between the initial idea and the
package (used to join the data from the 2 services )+ the Insights capability for
defining table calculations on top of this data -> this should already be a good
starting point for computing the ROI easier. We will learn during the preview phase
we will launch in September how we can iterate on this MVP.
What elements can be used to create a dashboard
for resource capacity.
All the elements that can be used to create dashboards and visualizations are in
the Automation Hub Data Model here
https://docs.uipath.com/insights/v0/docs/automation-hub-data-model
- If you use the Cost-Benefit Analysis section, where you put the assumptions
around the profiles involved in building the implementation, you can find this
information in the data model exposed in Insights, under the Automation Idea
explore, the view called IDEA Q&As All Types.
- If you find the Cost-Benefit Analysis limitative, you can always simply things by
defining a section in one of the assessments, where you will collect the needed
information for effort needed to implement the automation. This will be available for
usage in dashboards in Insights, under the Automation Idea explore, the view
called IDEA Q&As All Types.

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Question Answer
Will i be able to embed these finished dashboards to
a external source? Like company website or do i
have to use the open layer api to get the data out to
our own BI tools which can publish to the company
website?
Currently Inisghts does not support embedding, nor does it have APIs available to
make the data available to a 3rd party. However, I know that both of these features
are something that we are looking at in the future.
How about estimated one time costs vs. actual one-
time costs... like if it took longer to build
It depends on where do you keep track of the data:
- If you use the Cost-Benefit Analysis section, where you put the assumptions
around costs involved, you can find this information in the data model exposed in
Insights, under the Automation Idea explore, the view called IDEA Q&As All Types.
However, the Cost-Benefit Analysis does not support defining the Actual costs yet.
- We recommend to rather use the customization of the assessments, and define a
section in one of the assessments, where you will collect the needed information
around estimated costs, as well as the actual costs, later when you know them. It
can go very granular or less granular, depending on how thorough you want to be.
After collecting the information, it will be available for usage in dashboards in
Insights, under the Automation Idea explore, the view called IDEA Q&As All Types.

27. Thank you!
automation-hub@uipath.com