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Business Analyst Series 2023 - Week 2 Session 3

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Business Analyst Series 2023 - Week 2, Session 3 Topics Covered: Introduction to Continuous Discovery Process Mining vs Task Mining Introduction to Process Mining Process Mining project stages Q & A Please see below the week 2 mandatory UiPath Academy learning assignment (to be completed by Sunday EoD): Business Analyst Series 2023 Week 2 Topics Covered: 1. Getting Started with UiPath Process Mining (1hr 30m) 2. UiPath Task Mining Overview (2 hr)

Business Analyst Series 2023 - Week 2 Session 3

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Business
Analyst
Series 2023
Process Mining and
Task Mining
2
Your Applications Your
People
Your
Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​
LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​
INTELLIGENT
DOCUMENT PROCESSING​
INTEGRATED NLP & AI/ML
Automate
Get more done with a digital workforce that seamlessly collaborates with your
people ​and automates work via UI and API, powered with native integrated AI​
ANALYTICS CONTINUOUS TESTING
UNIFIED MANAGEMENT
& GOVERNANCE​
FLEXIBLE DEPLOYMENT
Operate
An enterprise-grade foundation to run and optimize
a ​mission critical automation program at high scale
PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT
Discover
Continuously uncover opportunities for process and task
improvements ​helping you identify the highest ROI areas
UiPath Business Automation Platform
3
Your Applications Your
People
Your
Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​
LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​
INTELLIGENT
DOCUMENT PROCESSING​
INTEGRATED NLP & AI/ML
Automate
Get more done with a digital workforce that seamlessly collaborates with your
people ​and automates work via UI and API, powered with native integrated AI​
ANALYTICS CONTINUOUS TESTING
UNIFIED MANAGEMENT
& GOVERNANCE​
FLEXIBLE DEPLOYMENT
Operate
An enterprise-grade foundation to run and optimize
a ​mission critical automation program at high scale
Continuously uncover
highest-ROI opportunities
from every data source and
prioritize by the biggest impact
PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT
Discover
Continuously uncover opportunities for process and task
improvements ​helping you identify the highest ROI areas
UiPath Discover Products
4
Continuously uncover
highest-ROI opportunities
from every data source and
prioritize by the biggest impact
PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT
Discover
Continuously uncover opportunities for process and task
improvements ​helping you identify the highest ROI areas
UiPath Discover Products
Understand and
optimize
processes, know
what to automate,
and prove impact
Collect,
Prioritize, and get
executive buy-in
for automation and
improvement
initiatives
Discover how
people execute
work to accelerate
automation
development
Mine, monitor,
and automate
every message at
speed and scale
Ship Goods
Send Invoice
Receive Payment
Create Sales Order
Mine data from
business applications
Open Mail
Copy Information
Enter Information
Save Data
Mine data from
desktop activities
Urgent
Quote
Issue
Order
Mine data from
business conversations
Capture, manage, and
prioritize high ROI ideas
$$$
$$
$
$$
Automation
Potential
Ease of Implementation
$
$
$
$
$$
$
5
PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT
Discover
Continuously uncover opportunities for process and task
improvements ​helping you identify the highest ROI areas
UiPath Discover Products
No matter where you start, it’s easy to add as you go!
Understand and
optimize
processes, know
what to automate,
and prove impact
Collect,
Prioritize, and get
executive buy-in
for automation and
improvement
initiatives
Discover how
people execute
work to accelerate
automation
development
Mine, monitor,
and automate
every message at
speed and scale
Process Mining
Cristina Avram
Ad

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Business Analyst Series 2023 - Week 2 Session 3

  • 2. 2 Your Applications Your People Your Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​ LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​ INTELLIGENT DOCUMENT PROCESSING​ INTEGRATED NLP & AI/ML Automate Get more done with a digital workforce that seamlessly collaborates with your people ​and automates work via UI and API, powered with native integrated AI​ ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE​ FLEXIBLE DEPLOYMENT Operate An enterprise-grade foundation to run and optimize a ​mission critical automation program at high scale PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT Discover Continuously uncover opportunities for process and task improvements ​helping you identify the highest ROI areas UiPath Business Automation Platform
  • 3. 3 Your Applications Your People Your Processes Systems of record – ERP, CRM, HCM | Communications and Collaboration | Personal Productivity​ LOW-CODE DEVELOPMENT​ UI & API AUTOMATION​ PROCESS ORCHESTRATION​ INTELLIGENT DOCUMENT PROCESSING​ INTEGRATED NLP & AI/ML Automate Get more done with a digital workforce that seamlessly collaborates with your people ​and automates work via UI and API, powered with native integrated AI​ ANALYTICS CONTINUOUS TESTING UNIFIED MANAGEMENT & GOVERNANCE​ FLEXIBLE DEPLOYMENT Operate An enterprise-grade foundation to run and optimize a ​mission critical automation program at high scale Continuously uncover highest-ROI opportunities from every data source and prioritize by the biggest impact PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT Discover Continuously uncover opportunities for process and task improvements ​helping you identify the highest ROI areas UiPath Discover Products
  • 4. 4 Continuously uncover highest-ROI opportunities from every data source and prioritize by the biggest impact PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT Discover Continuously uncover opportunities for process and task improvements ​helping you identify the highest ROI areas UiPath Discover Products Understand and optimize processes, know what to automate, and prove impact Collect, Prioritize, and get executive buy-in for automation and improvement initiatives Discover how people execute work to accelerate automation development Mine, monitor, and automate every message at speed and scale Ship Goods Send Invoice Receive Payment Create Sales Order Mine data from business applications Open Mail Copy Information Enter Information Save Data Mine data from desktop activities Urgent Quote Issue Order Mine data from business conversations Capture, manage, and prioritize high ROI ideas $$$ $$ $ $$ Automation Potential Ease of Implementation $ $ $ $ $$ $
  • 5. 5 PROCESS MINING TASK MINING COMMUNICATIONS MINING IDEA CAPTURE & MANAGEMENT Discover Continuously uncover opportunities for process and task improvements ​helping you identify the highest ROI areas UiPath Discover Products No matter where you start, it’s easy to add as you go! Understand and optimize processes, know what to automate, and prove impact Collect, Prioritize, and get executive buy-in for automation and improvement initiatives Discover how people execute work to accelerate automation development Mine, monitor, and automate every message at speed and scale
  • 7. 7 Process understanding is key to delivering better outcomes from transformation and automation 37% of decision-makers report delays to digital transformation due to misunderstood processes. - Forrester (1) Not understanding the intended automated process is a key reason for RPA project failure. - Opinium Research (2) Which processes are the most crucial to hitting your business goals?
  • 8. 8 Why change your current way of discovering and monitoring process transformations? BUSINESS INTELLIGENCE TOOLS PROCESS MAPPING WORKSHOPS INTERVIEWS • Hear about perceived issues and inefficiencies • No quantifiable data to back up claims • Prioritized based on who shouts the loudest Traditional methods do not give you the data needed to understand where to focus improvement efforts SPREADSHEET ANALYSIS • Only see what went right or wrong • Little insight into the why behind the data • Time consuming and resource intensive • Results in perceived process graph that only scratches the surface • Limited set of analysis techniques • No visualization of the process
  • 9. 9 RECEIVE INVOICE PROCESS INVOICE FINAL CHECK APPROVE INVOICE PAY INVOICE AVAITING USER INFO AWAITING EVIDENCE REOPEN INVOICE CREDITOR MISSING Variants 856 Avg. throughput time 25 days Number of events 40M Reopened rate 16% $6.1M Cost 80% automation potential $3.4M Cost 95% automation potential Bottleneck 10 days avg. time Deviation 20k occurrences Connect your data Reveal high-ROI opportunities Act on insights! Automate ✓ $6.1M savings by automating invoice processing with Communications Mining and Document Understanding ✓ $3.4M savings by automating approve invoice with Apps and Action Center Re-engineer ✓ 80% bottleneck reduction in final check through documenting (SOP) with Task Mining and re- training users ✓ Eliminate reopen invoice through source system redesign Now it’s possible to… Homegrown and other systems
  • 10. 11 Why it matters • Extract and transform the data from systems and applications where end-to- end business processes are executed • Gain complete process transparency Why it matters • Reveal the root cause behind process variations, bottlenecks, inefficiencies, deviations, and rework with AI-powered analysis • Target the significant influencers of underperforming KPIs • Focus efforts on high ROI automation opportunities Why it matters • Measure realized ROI of improvement and automation initiatives • Monitor to ensure process outcomes drive business value • Continuously improve to keep processes at their most optimized and innovative state Why it matters • Save cost by automating manual, high-touch processes, prioritizing automations based on projected ROI. • Standardize and streamline processes based on your goals, eliminating undesired or repetitive steps that lead to inefficiency and risk. Understand where improvements will deliver the most value Automate and improve, holistically​ Continuously monitor your processes Automatically discover your business processes Now it’s possible to…
  • 11. 12 Now it’s possible to… Why it matters • Extract and transform the data from systems and applications where end-to- end business processes are executed • Gain complete process transparency Why it matters • Reveal the root cause behind process variations, bottlenecks, inefficiencies, deviations, and rework with AI-powered analysis • Target the significant influencers of underperforming KPIs • Focus efforts on high ROI automation opportunities Why it matters • Measure realized ROI of improvement and automation initiatives • Monitor to ensure process outcomes drive business value • Continuously improve to keep processes at their most optimized and innovative state Why it matters • Save cost by automating manual, high-touch processes, prioritizing automations based on projected ROI. • Standardize and streamline processes based on your goals, eliminating undesired or repetitive steps that lead to inefficiency and risk. Understand where improvements will deliver the most value Automate and improve, holistically​ Continuously monitor your processes Automatically discover your business processes
  • 12. 13 Start with our available connectors to get an accelerated start 〉Purchase-to-Pay 〉Order-to-Cash 〉Equipment Maintenance 〉Warehouse Management 〉Production Planning 〉Ariba Purchase-to-Pay 〉Ariba Vendor Sourcing SAP Oracle JDE Oracle Fusion Cloud Oracle NetSuite Salesforce ServiceNow Atlassian Jira Other 〉Purchase-to-Pay 〉Order-to-Cash 〉Purchase-to-Pay 〉Purchase-to-Pay 〉Fixed Asset Management 〉Order-to-Cash 〉Quote-to-Cash 〉Lead-to-Order 〉Lead-to-Cash 〉Sales Configure Price Quote 〉Incident Management 〉Account Management 〉Pardot Lead Management 〉Incident Management 〉Incident Management Can’t find your system or application on this list? Or do you work with a homegrown/custom system? Don’t worry! We create custom connectors based on your specific needs. Please see the UiPath Marketplace for a list of up-to-date available Process Mining App Templates See the App Templates Documentation for more technical details.
  • 13. 14
  • 16. 17 Analyze your employees’ desktop activities to determine best automation and process improvement opportunities Actionable insights Gain visibility into your tasks and get a way to act upon gained insights through automation and process improvement. Scalable desktop data collection Get an objective data-driven picture of as-is tasks, quicker and with fewer resources involved. Human in the loop Give employees the power to guide the tool to gain even deeper insights about end-to-end tasks. Central Governance Centrally govern your projects and keep data secure and private.
  • 17. 18 Task Mining benefits everyone Automation Leaders Process Improvement Leaders • Save cost and time vs. traditional consulting led approach • Engage business teams with an objective view of opportunities Business Analysts • Accelerate discovery and analysis parts of your duties • Reduce time on process documentation Automation Developers • Get an accelerated starting point with an automation skeleton • Reduce time on details gathering before automation Employees • Low-touch process ensures no impact to productivity • Privacy & GDPR consent compliant
  • 18. 19 Mine desktop tasks Reveal high-ROI opportunities Act on insights! Now it’s possible to… OPEN EMAIL OPEN DOCUMENT LOG INTO SAP CREATE PURCHASE ORDER ENTER IN EXCEL SELECT STANDARD PO SELECT SPECIAL PO SAVE Automate ✓ Save time by automating invoice processing with Communications Mining and Document Understanding ✓ Save time by automating approve invoice with Apps and Action Center Document ✓ Reduce throughput time of final check of invoice by by exporting the Standard Operating Procedure (SOP) ✓ Reduce reopen rate of pay invoice by documenting system redesign needed Task 1 Process Invoice Task 2 Approve Invoice Task 3 Final Check Task 4 Pay Invoice Highly automatable High throughput Highly automatable High deviation rate
  • 19. 20 Assisted Task Mining Empower your employees to capture variations of a known task and easily merge these into a comprehensive picture of the existing workflow— for end-to-end analysis and accelerated actionability Unassisted Task Mining Record your employees’ desktop activities and leverage AI to gain workforce insights and discover repetitive tasks that are suited for automation and process improvement Capture the known Mine the unknown
  • 20. Demo Assisted Task Mining and Unassisted Task Mining
  • 21. 22 Unassisted Task Mining (highlighted in self study) Select users Collect data Analyze data Visualize results Export data Prepare for Automation