Process Evaluation
A process evaluation comprises the benefits and feasibility of the automation of a real-life business process.
To propose a process candidate for automation, you evaluate the candidate based on pre-configured criteria.
As a project manager or a member of a center of excellence, you approve process candidates eligible for automation.
Getting Started
Think
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What processes does your organization use?
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Who is responsible for the processes?
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Which criteria are necessary and suitable for evaluating the processes?
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How can these criteria be described clearly and comprehensively?
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Where does the data for evaluating the processes come from?
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Which systems and data are needed for automating the processes?
Prepare
In the User Management module, give involved users the privileges and properties they need. After making the necessary systems available, define the applications, credentials, and global variables needed to automate the processes in the Process Automation module.
Configure
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In the Evaluation Criteria view, create the additional criteria needed to evaluate your processes.
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In the Evaluation Templates view, compile the criteria needed to evaluate certain process types.
Evaluate
In the Process Evaluation view, create an evaluation based on a template for each of your processes.
Definitions
Process Candidate
A process candidate is a real-life business process to propose for automation via a process evaluation.
Project Manager
A project manager is responsible for the automation of a process across all automation phases.
Center of Excellence
If the users of a user group cover the entire range of competencies that are required for a specific part of the automation, the group is called a center of excellence (CoE). Only user groups that are explicitly designated as centers of excellence can accept process automation tasks.