Configure Automation Kit

Define configuration data for the Automation Kit

Use the Automation Kit admin account, go to the main environment, and then open the automation center app. The Automation Center is where we configure how several aspects of how the Automation Kit functions.

There are a few things you need to configure when you first import the kit.

First, add an automation goal. Follow these steps to add an automation goal.

1. Sign in with your Automation CoE Admin account, and then go to the main environment.

2. Open the Automation Center app.

   You'll use the automation center app to configure how the Automation Kit operates.

3. Inside the Automation Center, select the Corporate Goals tab.

4. Select New.

5. Fill in the required fields. The following table presents some sample data as a guide.

   Field	Value
   Goal Name	Cost Savings through Automation
   Period From	11/1/2021
   Period To	11/1/2022
   Target Efficiency Gain %	20
   Target Total Savings	50000

6. Select Save & Close.

Next, we'll make further configurations. This configuration is split into the following three sections:

1. General - Configuration that's related to resources and processes.
2. ROI calculation - Configuration that's used as a scoring metric to better determine the estimated ROI and complexity of an automation project.
3. Console configuration - Information that pertains to the Automation Kit apps. This configuration is used to build a console where users can launch the related apps.

Steps to configure general

Select "Automation Center" in the bottom navigation bar, and then switch to "Setup".

Environments

1. Select a Satellite Environment on the Environment tab.

2. Change Is Satellite Environment to Yes.

3. Select Save & Close.

4. Repeat the previous three steps for all of your Satellite environments (DEV, TEST, PROD, and so on).

   

Departments

1. On the Department tab, select New.

2. Create as many departments as your organization needs. Here's a sample of the departments that an organization may need.

   • Accounting
   • Enterprise Integration
   • Finance
   • Human Resources
   • Information Technology
   • Logistics
   • Operational Change Management
   • Purchasing

Process categories

1. On the Process Categories tab select New.

2. Create top level categories that will have child categories (subcategories). Here is a sample names of the categories that an organization may need.

   • Artificial Intelligence
   • Claims
   • Invoicing
   • Legacy System

Process subcategories

Define the subcategories that relate in some way.

1. Select New Process Sub Category and define the subcategories as your organization needs. Here are some samples you can use as a guide.

2. Artificial Intelligence

   • Forms Processing
   • Forms Validation

3. Claims

   • Return
   • Warranty

4. Invoicing

   • Internal
   • External
   • Other

5. Legacy System

   • Complex
   • No API
   • Other

Roles (app roles)

These roles don't give access to anything. They're used as lookups for the fallback record, if needed.

1. Create the Automation CoE Admin account as the CoE Owner.

   Field	Value
   Display Name	Anything (Auto CoE Owner)
   Type	CoE Owner
   User Principal Name	The email address for the user

2. Create CoE Admins - At least one CoE Admin must be initialized to configure the fallback.

   Field	Value
   Display Name	Anything (Auto CoE Admin)
   Type	CoE Admin
   User Principal Name	The email of the user

3. Create developer role – This role is optional and is used to sync maker information back to main.

   Field	Value
   Display Name	Anything (Miles Gibbs - Dev)
   Type	Developer
   User Principal Name	The email of the user

Base configuration - fallback

This table should only have one record defined. This record is used if any of the values that are needed to complete processing is null or not defined.

1. Define one fallback record. Use the following screenshot as a guide for your fallback record.

   

Steps to configure ROI calculation

Inside the Setup page, you can find the ROI calculation configuration. These tables are used to calculate the complexity of each Automation Project (scores). Some values are also used for estimated ROI and savings.

Processing frequency scores

The following table displays a value and score for each record. You must use these values. You can modify the scores.

Value	Score
Daily	12
Hourly	18
Monthly	3
Quarterly	1
Weekly	5

Average automation steps scores

The following table contains some examples, and it's fully customizable based on your organization's needs and processes. The table is used to get the score for the average automation steps which the user inputs when they request a new automation project. You can modify this table per your needs.

Range	Value From	Value To	Score
>= 1, < 5	1	5	1
>= 250	250	999999999	10
>= 5, < 250	5	250	5

Processing peaks scores

This table has a value and score for each record. Here are the values that should be used. You can modify the scores to suit your needs.

Value	Score
daily	15
hourly	20
monthly	5
quarterly	2
weekly	10

Configuration - console

The automation console app and the project approval automation use these tables.

Name	App description	AppID / App Link
Automation Project	Create and manage your automation projects	Follow these steps.
Automation Center	Manage and configure all aspects of your automation resources	Follow these steps.

How to get canvas app URL/ID

Sign in to the maker portal, and then perform the following steps:

1. Select the Apps tab on the left navigation bar.

2. Select the ... (more commands) on the app.

3. Select Details.

   

4. Copy the AppID.

5. Copy the web link.

How to get model driven app URL/ID

Sign in to the maker portal, and then perform the following steps:

1. Select Apps tab on the left navigation bar.

2. Select the ... (more commands) on the app.

3. Select Details.

   

4. Select Properties.

5. Copy Unified Interface URL.

Important

You may need to switch to classic mode to see the properties pane.