The document discusses Automation Hub, a centralized platform for managing automation opportunities from idea generation to production. It allows users to capture ideas, assess ideas based on key performance indicators, prioritize opportunities, and track progress. The platform facilitates collaboration across teams and roles. It provides centralized visibility and control over automation initiatives. Additionally, it helps generate reports on automation program performance and costs.

1. Business
Analyst
Series 2023
By UiPath Community &
The Next Innings

2. Discover and manage
automation opportunities
in one place

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• 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

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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?

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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
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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
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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.
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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
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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
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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

11. Enterprise
Community
Workspace

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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

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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

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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

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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

16. Automation
Pipeline
Management

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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The Phases and Status of Automation Idea

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Demo: Submit a CoE Driven
Idea

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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.

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Q&A