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Business Analyst Series 2023 - Week 4 Session 7

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Business Analyst Series 2023 - Week 4, Session 7 Topics Covered: What is Automation Hub and its importance? Understanding Automation Ideas and their phases The Automation idea profile How ideas progress into automation Personas and User roles in Automation Hub Accessing Automation Hub Q&A Please see below the week 1 mandatory UiPath Academy learning assignment (to be completed by Sunday EoD): Business Analyst Series 2023 - Week 4 Topics Covered: 1. UiPath Automation Hub Overview (30m) 2. The Lifecycle of an Automation Idea in UiPath Automation Hub (2hr 20m) 3. Automation Business Analyst Foundation Assessment (30m)

Business Analyst Series 2023 - Week 4 Session 7

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Business
Analyst
Series 2023
By UiPath Community &
The Next Innings
Discover and manage
automation opportunities
in one place
3
• What is Automation Hub?
• Understanding Automation Ideas and Their Phases
• The Automation Idea Profile
• How Ideas Progress into Automations
• Personas and User Roles in Automation Hub
• Accessing Automation Hub
Meeting Agenda
4
RPA is key to
accelerating your
competitive advantage,
but how do you:
Scale beyond the initial quick
wins?
Encourage employees across your
organization to automate?
Promote the availability and usage of
your organization’s automations?
5
Centrally capture and manage automation opportunities
and process improvements, prioritized by impact and ROI
Faster implementation
Accelerate improvement and automation with efficient
collaboration across SMEs, developers, and the CoE
Centralized management
Track everything from idea to production in one
place—with visibility and control
Effective prioritization
Invest in opportunities that matter to your business by
prioritizing them based on your KPIs
Easy reporting
Track meaningful metrics and visualize the
performance of your automation program
IDEA CAPTURE & MANAGEMENT
5
6
Centralized management
Track everything from idea to production in one place—with visibility and control
Collect ideas by crowdsourcing or using mining
technologies for data-driven discovery
Create a strong business case on top of the
data collected from your SMEs or discovery
products–getting an end-to-end picture
Centralize visibility and control over the
progress of automation and process
improvement projects and their iterations
6

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Business Analyst Series 2023 - Week 4 Session 7

  • 1. Business Analyst Series 2023 By UiPath Community & The Next Innings
  • 2. Discover and manage automation opportunities in one place
  • 3. 3 • What is Automation Hub? • Understanding Automation Ideas and Their Phases • The Automation Idea Profile • How Ideas Progress into Automations • Personas and User Roles in Automation Hub • Accessing Automation Hub Meeting Agenda
  • 4. 4 RPA is key to accelerating your competitive advantage, but how do you: Scale beyond the initial quick wins? Encourage employees across your organization to automate? Promote the availability and usage of your organization’s automations?
  • 5. 5 Centrally capture and manage automation opportunities and process improvements, prioritized by impact and ROI Faster implementation Accelerate improvement and automation with efficient collaboration across SMEs, developers, and the CoE Centralized management Track everything from idea to production in one place—with visibility and control Effective prioritization Invest in opportunities that matter to your business by prioritizing them based on your KPIs Easy reporting Track meaningful metrics and visualize the performance of your automation program IDEA CAPTURE & MANAGEMENT 5
  • 6. 6 Centralized management Track everything from idea to production in one place—with visibility and control Collect ideas by crowdsourcing or using mining technologies for data-driven discovery Create a strong business case on top of the data collected from your SMEs or discovery products–getting an end-to-end picture Centralize visibility and control over the progress of automation and process improvement projects and their iterations 6
  • 7. 7 Effective prioritization Invest in opportunities that matter to your business by prioritizing them based on your KPIs Evaluate opportunities using pre-built assessments or customize them based on KPIs that matter to your company—maximizing for business impact Leverage tools designed to help you make informed decisions on your pipeline—ROI calculator, graphs, dashboards, filtering, etc. 7
  • 8. 8 Faster implementation Accelerate improvement and automation with efficient collaboration across SMEs, developers, and the CoE Gain trust and get buy in from stakeholders with data that proves value Store all project-related files in one place and leverage integrations with platform or third-party tools for streamlined experience Enable process SMEs, developers, and the CoE to effectively collaborate to accelerate the automation lifecycle 8
  • 9. 9 Easy reporting Track meaningful metrics and visualize the performance of your automation program Leverage the integration with Insights to reflect the status and performance of your automation program with fully customizable dashboard templates Utilize pre-built dashboards with analytics on automation program performance, cost, and planning 9
  • 10. 10 10 Automation or Process Improvement Leaders Automation and Citizen Developers Employees • Gain centralized visibility and control over ideas • Increase your program’s ROI by effectively prioritizing opportunities • Facilitate collaboration within teams • Easily track progress and impact • Get a robot to do the work you hate • Be rewarded for ideas and make impact by sharing your experience • Collaborate and learn from others • Uncover ready-to-go automations • Access all needed information in one place • Easily cooperate with others on project implementation • Share your personal time- saving automations • Join community focused on enterprise innovation and personal growth Automation Hub benefits everyone
  • 12. 12 10 Engage and reward employees for contributing to the automation program with the Enterprise Community features within Automation Hub Capabilities - Learn to design, develop, and work alongside robots - Get rewarded for your automation ideas - Expand your impact by sharing your subject matter expertise across the company Benefits - Learn one of the most important skills in the 21st century - Find more joy in your work - Help guide your company’s automation strategy Enterprise Community
  • 13. 13 11 Accelerate automation implementation times and enable consistent quality through the Component Gallery Capabilities - Use an internal repository of reusable automation components - Link to related automations - Curate components based on your custom needs - Search at the automation and application level Benefits - Accelerate Solution Design and development - Easily incorporate development best practices - Visualize the connection between automations and reusable components Component Gallery JD JaneDoe JD JaneDoe JD JaneDoe JD JaneDoe JD JaneDoe
  • 14. 14 12 Capabilities - Leverage a centralized repository for all of your automation-related files - Supercharge your development timeline with battle-tested automation templates (PDD/SDD/DSD) - Link to similar automations and reusable components Benefits - Reduce your process analysis times - Visualize who is doing what in the automation program - Speed global adoption of your automation program with customizable templates Documentation Repository Store all automation-related artifacts in one place with the Documentation Repository Jane Doe Jane Doe John Doe JD JD JD John Doe
  • 15. 15 13 Task Capture Easily document and map your business processes to accelerate automation development Capabilities - Easily create process maps and automatically capture process details (from # of steps to execution time) - Add details and edit with ease with a comprehensive editing toolset - Share your process documentation as a PDD or .xaml file to accelerate automation development Benefits - Accelerated development of automations - Improved transparency of business workflows
  • 17. 17 15 Opportunity Identifier A collaborative, employee centric process identification tool enabling employees to submit ideas/requests for automation Capabilities - Empower employees to submit automation ideas or leverage integrations with Process Mining and Task Mining forAI-based discovery. - Automatically filter automation opportunities Benefits - Promote global adoption of RPA - Create an evergreen automation pipeline - Increase employee engagement - Scale smartly; begin automation projects with specific departments and then grow organically
  • 18. 18 16 An open, transparent automation opportunities pipeline management tool, where employees have instant access to the plans for automation and can express their voice—by upvoting ideas/requests submitted. Capabilities - Consistent and data- driven automation selection algorithm - Prioritization recommendations - Transparent tracking of all automation initiatives Benefits - Centralize visibility and control of automation initiatives across the organiza tion (even in multivendor RPAenvironments) - Focus on automations that make sense strategically to you Pipeline Manager
  • 19. 19 17 Assess automations accurately and prioritize easier. Capabilities - Customize your assessments and define surveys relevant to each business line - Determine your own KPIs and questions to define them - Share or reuse assessments Benefits - Prioritize easier and with greater impact on the business by using the right KPIs - No need to perform extra calculations to arrive at a decision - Confidently report to your management based on transparent and relevant evaluation Assessments Customization
  • 20. 20 18 Prioritize opportunities with the ROI Calculator Capabilities - Decide what to automate with costs and benefits calculation - Compute automation ROI with an easy to use template - Refine estimates as you progress through implementation phases Benefits - Make informed decisions about your automation pipeline - Improve accuracy of your cost/benefit calculations - Determine how much you are saving through the entire automation lifecycle ROI-based Prioritization
  • 21. 21 19 Visualize the status and performance of your automation opportunities pipeline Capabilities • Get started quickly and build your own robust dashboards for day-to-day automation program management • View team engagement – by each user see their number of submissions, collaborations, and projects • Stakeholder breakdown – track and report where and how your automations are impacting business Benefits - Fully customizable templates and easier business reporting - Automation opportunities pipeline awareness - Engagement tracking Insights Integration
  • 22. 22 20 Grow and govern your automation community by providing them with tools and templates for success Capabilities - Review automation submissions from Citizen Developers and host the approved ones onAutomation Hub - Connect automation ideas sourcing with development Benefits - Stronger governance options for CoE leads - Bigger, thriving, and engaged automation communities - Citizen Developers can more easily share their work / build their resumes Citizen Developer Support
  • 23. 23 Automation Idea Phases Qualification Idea Assessment Implementation 2 3 Automation ideas are further assessed to better understand their scope and the technology required to implement them. Automation decision-makers select the automation ideas they want to move forward with so they can move into implementation. The automation ideas selected are analyzed, designed, developed, tested and moved into a production environment. Automation ideas are submitted. Duplicates are filtered out. Ideas that can’t be automated are rejected and the rest advance.
  • 24. Business Analyst Series 2023 By UiPath Community & The Next Innings
  • 25. 25 What is Automation Idea?  Automation ideas are automation initiatives that are the core of any RPA program. Employees can submit ideas of tasks and processes to be automated through Automation Hub, where each submission is assessed and potentially implemented. • There are 4 different ways to submit idea to the Automation Hub • Submit an Employee-driven Idea • Submit a CoE-driven idea • Submit via Task Mining • Submit via Process Mining
  • 26. 26 Automation Hub Personas?  Employees With Automation ideas: Business users need transparency on the automation program, on the one hand, and an easy way to contribute with their ideas and expertise.  The C-Suite: The C-Suite needs a single source of truth on the performance of the automation program, as well as reliable and easy-to-read information for the decision- making process.  COE and their teams: Center of Excellence members need one place to store all the information, documentation and contribute to the automation ideas to turn them into reality.  Citizen Developers: Citizen Developers need a platform to share their developed attended automations that will help make their work or the work of others in their organization/department easier.
  • 27. 27 Collaborator Roles 1. Custom Role 2. Collaborator Role 2 (a) Permanent Collaborator Role 2(b) Editable Collaborator Role Default Roles Account Owner Standard User System Admin RPA Sponsor Component Curator Program Manager Idea Approver Authorized User Citizen Developer Self User/Power User Business and Technical Reviewer Who uses Automation Hub (Roles)? Automation Hub Roles
  • 28. 28 The Phases and Status of Automation Idea
  • 29. 29 Demo: Submit a CoE Driven Idea
  • 30. 30 Performance and Cost Tracking Dashboards Automation Program Performance : consists of two graphs: the Pipeline Evolution, and the Estimated Benefits of the Current Pipeline for 1 year . Average Automation Cost dashboard shows the average cost per automation, split per cost type and ease of implementation The Planning Report provides an aggregate view of the baseline cycle time, the actual cycle time, and the delta between them for all ideas and automations. The Cost Report offers a centralized view of all the costs for all ideas and automations, with the same exception as the Planning Report: the items in the Idea phase.

Editor's Notes

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