Diese Bewertung wird vom Prozessinhaber abgeschlossen, welcher der Automatisierungsidee zugewiesen ist, und wird verfügbar, sobald die Idee den ersten Genehmigungsschritt durchlaufen hat.
Durchführen der detaillierten Bewertung
- Greifen Sie im Bearbeitungsmodus auf das Automatisierungsprofil zu.
Dazu können Sie auf den Link in der Zuweisungs-E-Mail klicken oder die zugewiesene Aufgabe im Abschnitt Meine Aufgaben suchen. - Scrollen Sie auf der Registerkarte Info zum Abschnitt Detaillierte Bewertung.
Mit Ausnahme der Durchschnittlichen Mitarbeitervollkosten, der Fehlerquote und der Fragen im Zusammenhang mit der Überprüfung/Prüfung sind alle Felder des Abschnitts „Detaillierte Bewertung“ obligatorisch, um die Bewertung einzureichen.
| Section | Field | Details |
|---|---|---|
| Automation goal | Primary Reason to Automate the Process | Select from the drop-down list the main reason for Automating the process. |
| Environmental stability | Process Changes Expected in the Next 6 Months | Select the expected process changes in the next 6 months. Note: user selects the extent of the changes not the actual changes (no change, minor change, several changes etc). |
| Applications Changes Expected in the Next 6 Months | Select the expected application changes in the next 6 months. Note: same comment as above | |
| Employee Profile | Average Working Days/Year | Enter the average working days per year of the employees performing the process. Exclude bank holidays, paid holidays, any company benefit holidays. |
| Working Hours/Day | Enter the number of working hours per day of the employees performing the process. We recommend adding the legal number of working hours in a day, as defined in the legislation of the country or as defined in the working contract. | |
| Average Employee Full Cost/Year | Enter the full cost per year of the employees performing the process. | |
| Process Volumetry | Task/Process Frequency | Select the recurrence of the process. |
| Activity Volume Average | Enter the average number of transactions performed, such as the average number of documents or requests processed. Select the suitable option from the drop-down list as the value entered can be applicable for either the entire Company (if the average volumes for the entire team/process are declared in the assessment) or per Employee (if the average volumes for only 1 employee per selected frequency are declared when filling in the assessment). | |
| Number of Employees Performing the Task | Enter the total number of users needed to complete the task. | |
| Average Processing Time/Transaction | Enter the average time in minutes spent to complete the task once. | |
| Total Processing Time | System calculated value based on the information added in the previous columns. | |
| Average Error Rate | Enter the average percentage of the total yearly volumes of transactions that are faulty and require re-work time. | |
| Average Rework Time/Transaction | Enter the average re-work time needed per transaction caused by human error. | |
| Total Rework Time | System calculated value based on the information added in the previous columns. | |
| Average Work to be Reviewed/Audited | Enter the average percentage of the task that needs to be reviewed or audited before being considered complete. | |
| Average Review or Audit Time/Transaction | Enter the average time in minutes spent to complete the review or audit of the task. | |
| Total Review/Audit Time | System calculated value based on the information added in the previous columns. | |
| Total Time Needed to Perform the Work - AS IS Process | System calculated value based on the information added in the previous columns. Note: to mention that this shows the value computed at the level of the company (not per employee) | |
| FTEs Required | System calculated value based on the information added in the previous columns. | |
| Cost/Year for Process AS IS | System calculated value based on the information added in the previous columns. Note: to mention that this shows the value computed at the level of the company (not per employee) | |
| Process ways of working | Process Peaks | Select the frequency on which you expect an increase in activity or volumes for the process. |
| Average Number of Steps | Select the average number of steps needed to complete the task. A step could be one verification that is done in an excel table, the download of a file etc. | |
| Number of Ways to Complete the Process | Select the number of different variations possible to complete the process. | |
| Data Input | % of Digital Data Input | Enter the percentage for each data source provided. Note: data source? this is for understanding to what extent is the input data digital |
| Scanned Data Input | Select if scanned data is used to complete the task. You can easily check if you have scanned documents by trying to do a Ctrl-F. This will not work in scanned documents. | |
| % of Structured Digital Data Input | Select the percentage of structured digital data used to complete the process. | |
| Additional Information | Section containing additional questions defined by the System Admin in the Admin Console > Platform Setup > Idea Assessment. The indicators computed are not affected by these questions but the information collected can influence the decision to implement the process. | |
| Applications Used | Select from the list all the applications that are being used when performing the described task. This list was previously defined by the System Admin in the Admin console > Platform Setup > App Inventory. If the application is not defined, start typing its name. The Create row is displayed. Click this row or hit the Enter key in order to add the application's details.The newly added application is automatically included in the App Inventory list. | |
| Post Automation Results | After the automation runs, this section shows the average time it takes to run one transaction, the percentages of how often errors occur, and how long it takes to resolve an error. | Once an idea reaches the Live phase, this section becomes available and can be completed in the edit mode. |
- Um Ihren Fortschritt zu speichern, klicken Sie auf Speichern.
Hinweis: Das Speichern der Informationen bedeutet nicht, dass Sie die Bewertung abgeschlossen haben. - Wenn Sie zuversichtlich sind, dass die Informationen zur Detaillierten Bewertung vollständig und korrekt sind, klicken Sie auf Bewertung einreichen.
- Die Automatisierungsphase wird zu Qualifikation und der Status zu Überprüfung ausstehend aktualisiert.
To view the video version of this process please access Video Tutorials section > Ideas > Fill in the Detailed Assessment.
Vor ungefähr einem Jahr aktualisiert