KPI list

High level assessment KPIs

KPI title	Variable name	Formula
Idea score	OVERALL_GAUGE_SCORE	round(((DECISIONS_STRAIGHTFORWARD_RULES*0.2)+(INPUT_DATA_ACCESSED_DIGITALLY*0.2)+(DATA_HIGHLY_FORMATTED*0.2)+(NO_EXPECTED_CHANGES*0.2)+(PROCESS_DOCUMENTS*0.2)),0)
Readiness score	READINESS_SCORE	round((NO_EXPECTED_CHANGES+PROCESS_DOCUMENTS)/2,0)
Suitability score	SUITABILITY_SCORE	round((DECISIONS_STRAIGHTFORWARD_RULES+INPUT_DATA_ACCESSED_DIGITALLY+DATA_HIGHLY_FORMATTED)/3,0)
Overall score	OVERALL_SCORE	N/A

Questions and KPIs	Variable
The decisions have straight forward rules	DECISIONS_STRAIGHTFORWARD_RULES
The input data is accessed digitally	INPUT_DATA_ACCESSED_DIGITALLY
The data is highly formatted	DATA_HIGHLY_FORMATTED
This process has no expected changes in the next 6 months	NO_EXPECTED_CHANGES
Are any of these process documents available?	PROCESS_DOCUMENTS

Detailed assessment KPIs

KPI title	Variable name	Formula
Automation Potential	AUTOMATION_POTENTIAL	round((PCT_DIGITAL_DATA/100.0)*(1-0.5*PCT_STRC_DATA-0.1*NB_WAYS_COMP_PROC)*100,0)
Ease of Implementation	EASE_OF_IMPLEMENTATION	round(max(1-((0.05*CHANGES_EXPCT+0.05*APPS_CHANGES_EXPCT+0.4*PCT_STRC_DATA+0.3*NB_WAYS_COMP_PROC+0.1*NB_STEPS+0.1*NB_APPS)*THIN_CLIENT_M*OCR),0)*100,0)
Ease of Implementation Level	EASE_OF_IMPLEMENTATION_LEVEL	(EASE_OF_IMPLEMENTATION > 64 ) ? 2 : (EASE_OF_IMPLEMENTATION > 34) ? 1 : 0
Benefit per company (hours saved/year)	BENEFIT_CO_HOURS	round(HOURS_PER_YEAR*AUTOMATION_POTENTIAL/100,0)
Benefit per company (currency/year)	BENEFIT_CO_CURRENCY	round(COST_PER_YEAR*AUTOMATION_POTENTIAL/100,0)
Benefit per company (FTEs)	BENEFIT_CO_FTE	round(FTE*AUTOMATION_POTENTIAL/100,2)
Benefit per employee (hours saved/year)	BENEFIT_PER_EMPLOYEE_HOURS	round(BENEFIT_CO_HOURS/NB_EMPLOYEES,0)
Benefit per employee (currency/year)	BENEFIT_PER_EMPLOYEE_CURRENCY	round(BENEFIT_CO_CURRENCY/NB_EMPLOYEES,0)
Benefit per employee (FTEs)	BENEFIT_PER_EMPLOYEE_FTES	round(BENEFIT_CO_FTE/NB_EMPLOYEES,2)

Questions and KPIs	Variable
% of Digital data input	PCT_DIGITAL_DATA
% of Structured digital data input	PCT_STRC_DATA
Number of ways to complete the process	NB_WAYS_COMP_PROC
Process changes expected in the next 6 months	CHANGES_EXPCT
Applications changes expected in the next 6 months	APPS_CHANGES_EXPCT
Average number of steps	NB_STEPS
Application number multiplier	NB_STEPS
Thin client multiplier	THIN_CLIENT_M
Scanned data input	OCR
Ease of Implementation	EASE_OF_IMPLEMENTATION
Total time needed to perform the work - AS IS	HOURS_PER_YEAR
Automation Potential	AUTOMATION_POTENTIAL
Cost/Year for Process AS IS	COST_PER_YEAR
FTEs Required	FTE
Benefit per company (hours saved/year)	BENEFIT_CO_HOURS
Number of employees performing the task	NB_EMPLOYEES
Benefit per company (currency/year)	BENEFIT_CO_CURRENCY
Benefit per company (FTEs)	BENEFIT_CO_FTE

Citizen developer assessment KPIs

KPI title	Variable name	Formula
Process duration difference	AVG_PROCESS_DURATION_DIFFERENCE	PROCESS_DURATION_BEFORE_AUTO-AVG_PROCESS_DURATION_AFTER_AUTO
Error rate difference	AVG_ERROR_RATE_DIFFERENCE	AVG_ERROR_RATE_BEFORE_AUTO-AVG_ERROR_RATE_AFTER_AUTO
Rework time difference	AVG_REWORK_TIME_DIFFERENCE	AVG_REWORK_TIME_BEFORE_AUTO-AVG_REWORK_TIME_AFTER_AUTO
Potential benefit per employee (hours saved/month)	CTZN_DEV_LIVE_BENEFIT_EM_HRS_MO	round(AUTOMATION_POTENTIAL_BENEFIT_PER_EMPLOYEE/12,0)
Potential benefit per employee	AUTOMATION_POTENTIAL_BENEFIT_PER_EMPLOYEE	round(round((AUTOMATION_VOLUME_AVERAGE* (PROCESS_DURATION_BEFORE_AUTO+ (AVG_ERROR_RATE_BEFORE_AUTO / 100) * AVG_REWORK_TIME_BEFORE_AUTO) * AUTOMATION_PROCESS_FREQUENCY) / 60,0) - round((AUTOMATION_VOLUME_AVERAGE* (AVG_PROCESS_DURATION_AFTER_AUTO+ (AVG_ERROR_RATE_AFTER_AUTO / 100) * AVG_REWORK_TIME_AFTER_AUTO) * AUTOMATION_PROCESS_FREQUENCY) / 60,0),0)
Potential benefit across company	AUTOMATION_POTENTIAL_BENEFIT_ACROSS_COMPANY	round(AUTOMATION_POTENTIAL_BENEFIT_PER_EMPLOYEE*AUTOMATION_NUMBER_OF_PEOPLE_BENEFIT,0)

Questions and KPIs	Variable
Average process duration - before automation	PROCESS_DURATION_BEFORE_AUTO
Average process duration - after automation	AVG_PROCESS_DURATION_AFTER_AUTO
Average error rate - before automation	AVG_ERROR_RATE_BEFORE_AUTO
Average error rate - after automation	AVG_ERROR_RATE_AFTER_AUTO
Average rework time - before automation	AVG_REWORK_TIME_BEFORE_AUTO
Average rework time - after automation	AVG_REWORK_TIME_AFTER_AUTO
Potential benefit per employee	AUTOMATION_POTENTIAL_BENEFIT_PER_EMPLOYEE
Volume average	AUTOMATION_VOLUME_AVERAGE
Process frequency	AUTOMATION_PROCESS_FREQUENCY
Number of people that could benefit from this automation	AUTOMATION_NUMBER_OF_PEOPLE_BENEFIT

Execution assessment KPIs

KPI title	Variable name	Formula
Detailed Assessment - AHT saved per transaction	EX_DA_AHT_PER_TRANSACTION	(EX_DA_TIME_PER_TRANS_BEFORE + (EX_DA_ERROR_RATE_BEFORE / 100) * EX_DA_REWORK_TIME_BEFORE + (EX_DA_REVIEW_RATE / 100) * EX_DA_REVIEW_TIME) - (EX_DA_AVERAGE_PROCESSING_TIME_AFTER + (EX_DA_AVERAGE_ERROR_RATE_AFTER / 100) * EX_DA_AVERAGE_REWORK_TIME_AFTER)
Hourly employee cost	EX_DA_HOURLY_EMPLOYEE_COST	EX_DA_AVERAGE_EMPLOYEE_FULL_COST / (EX_DA_AVERAGE_WORKING_DAYS_PER_YEAR * EX_DA_WORKING_HOURS_PER_DAY)
Detailed Assessment - Manual volumes (per year)	EX_DA_MANUAL_VOLUMES_PER_YEAR	round(EX_DA_TASK_PROCESS_FREQUENCY * EX_DA_ACTIVITY_VOLUME_AVERAGE * ((EX_DA_NUMBER_OF_EMPLOYEES * EX_DA_VOLUMES_FREQUENCY) + (1 - EX_DA_VOLUMES_FREQUENCY)),0)
Citizen Developer Assessment - AHT saved per transaction	EX_CDA_AHT_SAVED_PER_TRANSACTION	(EX_CDA__AVERAGE_PROCESS_DURATION_BEFORE - EX_CDA__AVERAGE_PROCESS_DURATION_AFTER) + ((EX_CDA__AVERAGE_ERROR_RATE_BEFORE / 100) * EX_CDA__AVERAGE_REWORK_TIME_BEFORE - (EX_CDA__AVERAGE_ERROR_RATE_AFTER / 100) * EX_CDA__AVERAGE_REWORK_TIME_AFTER)
Citizen Developer Assessment - Manual volumes (per year)	EX_CDA_MANUAL_VOLUMES_PER_YEAR	round(EX_CITIZEN_DEVELOPER_ASSESSMENT__VOLUME_AVERAGE * EX_CITIZEN_DEVELOPER_ASSESSMENT__PROCESS_FREQUENCY * EX_CITIZEN_DEVELOPER_ASSESSMENT__NUMBER_OF_PEOPLE,0)
Reference manual time saved per run (min)	REFERENCE_MANUAL_TIME_SAVED_PER_RUN	(EX_DA_AHT_PER_TRANSACTION > 0) ? EX_DA_AHT_PER_TRANSACTION : EX_CDA_AHT_SAVED_PER_TRANSACTION
Time savings per run	TIME_SAVINGS_PER_RUN_INSIGHTS	(FINAL_MANUAL_TIME_SAVED_PER_RUN > 0) ? FINAL_MANUAL_TIME_SAVED_PER_RUN : REFERENCE_MANUAL_TIME_SAVED_PER_RUN
Cost savings per run	COST_SAVINGS_PER_RUN_INSIGHTS	TIME_SAVINGS_PER_RUN_INSIGHTS * EX_DA_HOURLY_EMPLOYEE_COST / 60
Yearly target automated volumes	YEARLY_AUTOMATED_VOLUMES	((EX_DA_MANUAL_VOLUMES_PER_YEAR * EX_DETAILED_ASSESSMENT__AUTOMATION_POTENTIAL / 100) > 0) ? round(EX_DA_MANUAL_VOLUMES_PER_YEAR * EX_DETAILED_ASSESSMENT__AUTOMATION_POTENTIAL / 100, 0) : EX_CDA_MANUAL_VOLUMES_PER_YEAR
Yearly target hours saved	YEARLY_TARGET_HOURS_SAVED	round(TIME_SAVINGS_PER_RUN_INSIGHTS * YEARLY_AUTOMATED_VOLUMES / 60, 0)
Yearly target cost savings	YEARLY_TARGET_COST_SAVINGS	round(COST_SAVINGS_PER_RUN_INSIGHTS * YEARLY_AUTOMATED_VOLUMES,0)
Total time savings per run	TOTAL_TIME_SAVINGS_PER_RUN	sum(TIME_SAVINGS_PER_RUN_INSIGHTS)
Total cost savings per run	TOTAL_COST_SAVINGS_PER_RUN	sum(COST_SAVINGS_PER_RUN_INSIGHTS)
Total hours saved	TOTAL_HOURS_SAVED	sum(YEARLY_TARGET_HOURS_SAVED)
Total cost savings	TOTAL_COST_SAVINGS	sum(YEARLY_TARGET_COST_SAVINGS)

Questions and KPIs	Variable
Detailed Assessment - Activity volume average (per selected frequency)	EX_DA_ACTIVITY_VOLUME_AVERAGE
Detailed Assessment - Number of employees performing the task	EX_DA_NUMBER_OF_EMPLOYEES
Detailed Assessment - Activity volume average (per selected frequency) (nested)	EX_DA_VOLUMES_FREQUENCY
Citizen Developer Assessment - Average process duration - before automation	EX_CDA__AVERAGE_PROCESS_DURATION_BEFORE
Citizen Developer Assessment - Average process duration - after automation	EX_CDA__AVERAGE_PROCESS_DURATION_AFTER
Citizen Developer Assessment - Average error rate - before automation	EX_CDA__AVERAGE_ERROR_RATE_BEFORE
Citizen Developer Assessment - Average rework time - before automation	EX_CDA__AVERAGE_REWORK_TIME_BEFORE
Citizen Developer Assessment - Average error rate - after automation	EX_CDA__AVERAGE_ERROR_RATE_AFTER
Citizen Developer Assessment - Average rework time - after automation	EX_CDA__AVERAGE_REWORK_TIME_AFTER
Citizen Developer Assessment - Volume average	EX_CITIZEN_DEVELOPER_ASSESSMENT__VOLUME_AVERAGE
Citizen Developer Assessment - Process frequency	EX_CITIZEN_DEVELOPER_ASSESSMENT__PROCESS_FREQUENCY
Citizen Developer Assessment - Number of people	EX_CITIZEN_DEVELOPER_ASSESSMENT__NUMBER_OF_PEOPLE
Detailed Assessment - AHT saved per transaction	EX_DA_AHT_PER_TRANSACTION
Citizen Developer Assessment - AHT saved per transaction	EX_CDA_AHT_SAVED_PER_TRANSACTION
Final manual time saved per run	FINAL_MANUAL_TIME_SAVED_PER_RUN
Reference manual time saved per run (min)	REFERENCE_MANUAL_TIME_SAVED_PER_RUN
Time savings per run	TIME_SAVINGS_PER_RUN_INSIGHTS
Hourly employee cost	EX_DA_HOURLY_EMPLOYEE_COST
Detailed Assessment - Manual volumes (per year)	EX_DA_MANUAL_VOLUMES_PER_YEAR
Detailed Assessment - Automation potential	EX_DETAILED_ASSESSMENT__AUTOMATION_POTENTIAL
Citizen Developer Assessment - Manual volumes (per year)	EX_CDA_MANUAL_VOLUMES_PER_YEAR
Yearly target automated volumes	YEARLY_AUTOMATED_VOLUMES
Cost savings per run	COST_SAVINGS_PER_RUN_INSIGHTS
Yearly target hours saved	YEARLY_TARGET_HOURS_SAVED
Yearly target cost savings	YEARLY_TARGET_COST_SAVINGS