Permissions
- In order to view the Automation Hub templates, you need Viewer role in Insights.
- In order to explore the Automation Hub templates, copy them, you need Designer and ROI Editor role in Insights
Automation Hub Ideas dashboard
Based on the activity performed in Automation Hub, the main template offers a high-level view on the automation program, starting with a top layer with key information and benefits and other categories (Ideas and Users).
Filters
The Automation Hub Ideas dashboard contains four pre-defined filters:
- Business Area - the level 1 category of an idea
- Category - the level 2 category of an idea (dependent on the selected Business Area)
- Sub-Category - the level 3 category of an idea (dependent on the selected Category)
- Idea Submission Date - date when the idea was submitted for review.
Top dashboard tile information
| Tile | Description |
|---|---|
| Ideas Submitted | Total number of Ideas submitted. Filtering out Archived, Cancelled, Rejected, Duplicated ideas. |
| Live Ideas | Total number of ideas in the phase "Live", status: "In Production" or "Hypercare". |
| Estimated Hours Saved / year for the pipeline | Sum of the estimated benefits (hours saved / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined. Filtering out the ideas in the "Live" phase, as well as the ones with the status "Archived", "Cancelled", "Rejected' or "Duplicate". |
| Estimated Hours Saved / year for the live ideas | Sum of the estimated benefits (hours saved / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined, and are in the "Live" phase, status "In Production" or "Hypercare". |
| Estimated $ Saved / year for the pipeline | Sum of the estimated benefits (currency / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined. Filtering out the ideas in the "Live" phase, as well as the ones with the status "Archived", "Cancelled", "Rejected' or "Duplicate". |
| Estimated $ Saved / year for the live ideas | Sum of the estimated benefits (currency / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined, and are in the "Live" phase, status "In Production" or "Hypercare". |
| Estimated FTEs saved / year for the pipeline | Sum of the estimated benefits (FTEs saved / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined. Filtering out the ideas in the "Live" phase, as well as the ones with the status "Archived", "Cancelled", "Rejected' or "Duplicate". |
| Estimated FTEs saved / year for the live ideas | Sum of the estimated benefits (FTEs saved / year) computed in the detailed assessment and/or revised in the Cost-Benefit Analysis section, for all the ideas that have these KPI defined, and are in the "Live" phase, status "In Production" or "Hypercare". |
Ideas tile information
| Tile | Description |
|---|---|
| Ideas by Business Areas | Total number of ideas distributed by the Category Level 1 (Business Area). Filtering out Archived, Cancelled, Rejected, Duplicated ideas. |
| Ideas by Submitter's Business Unit | Total number of ideas distributed by the submitter's business unit. Filtering out Archived, Cancelled, Rejected, Duplicated ideas. |
| Ideas by Idea Source | Total number of ideas distributed by the idea's source (Employee-driven, CoE-driven, Citizen Developer, Process Mining, Task Mining). Filtering out Archived, Cancelled, Rejected, Duplicated ideas. |
| Ideas distribution by Phase and Status | Total number of ideas distributed by the current phase and status. Filtering out Archived, Cancelled, Rejected, Duplicated ideas. |
Users tile information
| Tile | Description |
|---|---|
| Invited Users | Total number of users invited to join Automation Hub, with the status "Active" or "Pending". |
| Active Users | Total number of users invited to join Automation Hub, who accepted the invite and connected in the product. |
| Idea Submitters | Total number of unique submitters. Filtering out unique submitters for Archived, Cancelled, Rejected, Duplicated ideas. |
| Collaborators | Total number of unique collaborators. |
| Top 15 Users | A list with the top 15 active users that submitted automation ideas, sorted descending by the number of ideas. Additional statistics of usage are available for each one around the number of collaborations, uploaded documents, uploaded reusable components, and followed automation ideas. |
| Users by Business Unit | Total number of users (with Status: pending or active) distributed by business unit. |
Automation Hub Ideas
Automation Hub Ageing Report dashboard
The Ageing Report presents in an aggregated and granular view for how long the ideas in the Automation Pipeline have been in their current phase and status. The dashboard is composed of several visualizations, as well as a set of filters that impact them.
Filters
The Automation Hub Ageing Report contains three pre-defined filters:
- Phase
- Status (dependent on the selected phase)
- Last Change Date - The date when the last change of the phase and status happened
Visualization information
| Visualization | Description |
|---|---|
| Aggregated View - Summary | The count of ideas is grouped by the number of days they have been in their current phase and status. |
| Aggregated View - Break down by Phase & Status | Breakdown of the ideas count by current phase & status, reflecting the time elapsed since the ideas are in their current phase & status. |
| Detailed View of Ideas in the Ageing Report | Drilldown into the ideas displayed in the Aggregated views, focusing only on their current phase & status ageing: the name of the idea the auto-generated ID the Idea slug the current phase & status for how many days it has been in the current phase and status whether the idea was previously in the same phase and status (yes/no) * the full name of the user who performed the update of the idea to its current phase and status |
| Submitted Ideas Awaiting Approval View | Pre-defined visualization focusing on the ageing of the ideas in "Idea" phase, "Awaiting Review" status. |
| Approved Ideas Awaiting Assessment | Pre-defined visualization focusing on the ageing of the ideas in "Assessment" phase, "Not Started" status. |
| Assessed Ideas Awaiting Approval | Pre-defined visualization focusing on the ageing of the ideas in "Qualification" phase, "Awaiting Review" status |
Automation Hub Ageing Report
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Updated 8 months ago