Automate
Overview
The Automate page is available only if the IBM Task Mining application is integrated to IBM Process Mining. In other words, the Automate page is available only if the process includes activities that are derived from IBM Task Mining.
You can use the Automate page to analyze the possible process improvements and generate Robotic Process Automation (RPA) bots. IBM Robotic Process Automation (RPA) is a technology that encompasses use of smart robots in any process that requires efficiency, consistency, and speed.
You can use the RPA bot generation feature to discover the potential rate of automation within your business process depending on the data derived from IBM Task Mining. RPA bots are automation scripts that are built using snippets, which are assigned to each technical element in an activity. You can reuse the snippets that are associated with a technical element in other technical elements across projects. The generated RPA bots help to define and develop automation solutions and improve the efficiency of business processes.
For more information on using the Automate page, see the following links:
Understanding the Automate page elements
The following figure illustrates the elements in the Automate page of IBM Process Mining. The highlighted elements are described in the table that follows.
Elements | Description |
---|---|
1 | You can use the Target activity automation level slider and the Maximum RPA complexity per activity slider to set the automation thresholds for activities derived from IBM Task Mining. |
2 | The RPA candidate section provides a visualization of the current automation level and the potential automation levels. |
3 | The Selected activities section of the Automate page lists all the business activities in the process. However, only the activities that are derived from IBM Task Mining are enabled. |
4 | You can use the View gap analysis button to automatically run the simulation in the background and direct you to the Compare page. The data that is displayed in the Compare page is derived by comparing the As-Is process with the To-Be process. |
5 | You can use the Create simulation button to create a simulation for the activities that are linked toIBM Task Mining. When you click the Create simulation button, you are directed to the BPA page. For more information, see from step 3 of Comparing activities using simulation. |
6 | This box indicates the candidate that is selected for bot generation. |
7 | You can use the Export Analysis button to download a PDF file that includes the screenshots of the screens for each task contained in the selected activity. You can use the downloaded PDF to obtain
the following information - the URL, the application name, the page, and the selector attributes of the task. The RPA developers can use this file to analyze the user actions associated to the tasks and to create an executable RPA snippets. |
8 | You can use the Generate RPA bot for vendor button to generate an RPA bot for the selected activity derived from IBM Task Mining. The value in vendor varies based on the vendor selected for bot generation. |
9 | This section details the following information: |
Workflow of RPA bot generation
The following figure illustrates a workflow of RPA bot generation.
As illustrated in the figure, you can generate an RPA bot only if your process includes activities that are derived from IBM Task Mining.
The RPA workflow includes the following steps:
- You use IBM Task Mining to record and create subprocess of a business activity.
- The subprocesses are then tagged to an activity and mapped to the IBM Process Mining application.
- Create snippets. For more information, see RPA script.
- You can use the Model page to visualize the process and the BPMN page to create simulations for the activities.
- You can then use the Automate page to identify the RPA candidates and use these candidates to generate an RPA bot.
Note: In IBM Task Mining, you can create snippet scripts to generate RPA bot.
Understanding the terminologies used in RPA bot generation
Following are the terminologies used in RPA bot generation:
-
Business process and business activities
The end-to-end high-level processes in IBM Process Mining are referred as business process and the related activities are referred as business activities. -
RPA Candidates
You can use the RPA Candidates widget to analyze and identify the potential level of automation within the business process by using the data that is derived from IBM Task Mining. -
Target activity automation level
This value indicates the percentage of automation target that you can set for business activities to identify the RPA candidates. -
Maximum RPA complexity per activity
This value indicates the maximum number of variants that an RPA can manage inside a business activity. Note that the variants in a business activity indicate the variants of the related low-level subprocesses.