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The following checklist provides an overview of the key steps, to assist you in setting up the Automation Kit.
Use this checklist to ensure you have followed the key steps in the setup instructions.
Checklist for main
- Import the Power Platform Creator Kit (CreatorKitCore_x.x.x.x _managed).
- Verify Creator Kit is installed correctly.
- Imported AutomationCoEMain_x_x_x_x_managed into your main environment.
- Provisioned the approvals solution (optional).
- Confirmed all flows in the solution are turned on.
- Assigned the security roles that follow.
- Shared the Canvas apps with appropriate users, using the guidance that follows.
Checklist for satellite
- Import the Power Platform Creator Kit (CreatorKitCore_x.x.x.x _managed).
- Verify Creator Kit is installed correctly.
- Created Microsoft Entra app registration (Dataverse API) for each satellite.
- Defined satellite environments (new or existing).
- Created application users in all satellite environments.
- Imported AutomationCoESatellite_x_x_x_x_managed.
- Configured environment variables that follow.
- Confirmed all flows in the solution are enabled.
- Shared the Canvas apps with appropriate users, using the guidance that follows.
Checklist for configuration data
- Configured the general data defined below
- Defined the ROI data
- Console data configured
- Flow Exception Rules Framework has been defined.
ROI calculations
Example data:
| Cost element | Input |
|---|---|
| FTE Cost | $50/hr |
| Time to Process (mins) | 60 mins |
| Frequency | Daily* |
| # of FTEs to Process | 1 |
| Error Rate (%) | 10% |
| # of FTEs to Fix | 1 |
| Time to Fix (mins) | 25 |
| Overhead | 15% |
Hourly = 2008, Daily = 251, Weekly = 52, Monthly = 12, Quarterly = 4 Calculation Formula
Total Cost per Year = Cost to complete (per Year) + cost to remediate (per year)
Cost to Complete (per Year): ((((FTE Cost/60) x # of FTEs to process) x time to process (mins)) x frequency)
Cost to Remediate (per Year): (((Frequency x (Error Rate/100)) x Time to Fix (mins)) x FTE Cost/60) x # of FTEs to Fix))
Full Formula: ((((FTE Cost/60) x # of FTEs to Process) x Time to Process (mins)) x Frequency) + (((Frequency x (Error Rate/100)) x Time to Fix (mins)) x FTE Cost/60) x # of FTEs to Fix))
ROI calculation example
Summary of cost calculations
| Cost element | Calculation |
|---|---|
| Cost to Complete (per Year) | $12,550 (((FTE Cost/60) x # of FTEs to Process) x Time to Process) x Frequency |
| Cost to Remediate (per Year) | $522.92 ((Frequency x (Error Rate/100)) x Time to Fix (mins)) x ((FTE Cost/60) x # of FTEs to Fix) |
| Cost to Remediate (per Instance) | $20.83 (Cost to Remediate (per Year) / (Frequency x (Error Rate/100)) |
| Total Cost per Year | $13,072.92 (Cost to Complete (per Year) + Cost to Remediate (per Year) |
| Total Cost per Month | $1,089.41 (Cost to Complete per Year / 12) |
| Cost per Instance | $52.08 (Cost to Complete per Year / Frequency) |
Summary of savings per instance for bot
| Run Detail | Total Savings | Description |
|---|---|---|
| Successful Run, no errors | $44.27 | Cost per Instance minus Overhead % |
| Failure | -$28.65 | Cost to Remediate per Instance minus Overhead % |