automation-hub
2023.10
false
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KPI list reference for Automation Hub on Automation Suite 2023.10, covering the key performance indicators available for tracking automation program outcomes.
High level assessment KPIs
| KPI title | Variable name | Formula |
| Idea score | OVERALL_GAUGE_SCORE | round(((DECISIONS_STRAIGHTFORWARD_RULES0.2)+(INPUT_DATA_ACCESSED_DIGITALLY0.2)+(DATA_HIGHLY_FORMATTED0.2)+(NO_EXPECTED_CHANGES0.2)+(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)(1-0.5PCT_STRC_DATA-0.1*NB_WAYS_COMP_PROC)*100,0) |
| Ease of Implementation | EASE_OF_IMPLEMENTATION | round(max(1-((0.05CHANGES_EXPCT+0.05APPS_CHANGES_EXPCT+0.4PCT_STRC_DATA+0.3NB_WAYS_COMP_PROC+0.1NB_STEPS+0.1NB_APPS)THIN_CLIENT_MOCR),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 |