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Version: v2.6

Automation

The Automation Worksheet provides insights into automation rates, manual effort reduction, and time-saving potentials in process execution. By analyzing key metrics like No Touch Rate, Automation Rate, and Time Lost by Rework, users can identify areas for improvement. Interactive charts highlight manual-intensive activities and those with the highest time-saving potential through automation. Tables offer deeper analysis by dimensions (e.g. Supplier, Product Class), enabling targeted process optimization.

Automation Dashboard
Automation Dashboard

Type: Dashboard

Key Figures​

Key Figures in the Automation Sheet
Key Figures in the Automation Sheet

% No Touch Rate

  • Represents the percentage of cases that are fully automated, meaning no manual intervention occurred at any stage.
  • Ideally, a process should have a high No Touch Rate.
tip

If this definition is too strict, remember that you can always change the definition of every PPI.

Example: In a P2P process, No Touch cases could be defined as those with automated Creation, Invoice Creation, and Payment steps.

% Automation

  • Measures the percentage of automated events compared to all events.
  • A high automation rate indicates a more efficient process.

AVG No Touch Lead Time

  • Calculates the average lead time on cases that were fully automated.

# Cases

  • Displays the total number of cases processed at the current automation level.
  • Higher automation can lead to:
    • More cases handled with the same resources.
    • Cost savings by reducing resource requirements.

Top Manual Efforts | Bar Chart​

Top Manual Effort
Top Manual Effort
  • Displays activities requiring the most manual effort.
  • Automating these activities can significantly improve efficiency.
  • Selecting an item in the chart filters the KPIs and tables accordingly.

Top Time Saving Potentials | Bar Chart​

Top Time Saving Potentials
Top Time Saving Potentials
  • Shows activities and their frequency of manual vs. automated completion.
  • Hover over an activity to view:
    • Total manual time.
    • Average lead time savings by automating that step (across all variants that include it).
  • Selecting an activity updates the KPIs and tables to reflect its impact.
note

When hovering over the activity a popup will appear, showing the total manual time and the average lead time saving (across all variants that include it) by fully automating that event.

Popup: Total manual time and avg lead time
Popup: Total manual time and avg lead time

tip

Sometimes an activity which adds a lot of lead time only affects a small number of cases and so may not have as big of an impact overall as compared to an activity with a medium lead time saving which affects a large majority of cases.

Consider prioritizing activities that affect a large number of cases for maximum impact.

Improve Automation by (Dimension) Table​

Improve Automation by (Dimension) Table
Improve Automation by (Dimension) Table
  • Dropdown Selection – Analyze automation by dimensions (e.g. Supplier).
  • Sorting & Filtering:
    • Sort or filter by clicking or hovering over the column header you want to sort or filter.
    • Identify for example Suppliers with the highest manual effort or lowest automation rates.

Improve Activity Automation and Reduce Costs Table​

Improve Activity Automation and Reduce Costs Table
Improve Activity Automation and Reduce Costs Table
  • Displays detailed information about specific activities.
  • Cost Saving Potential is calculated using:
    • Number of events × Duration per event × Automation potential × Cost per minute.
  • This is a standard formula but can be customized based on specific needs.

Click here for more information on how to Create a Cost Calculator.