Robotic Workforce Manager Documentation

Introduction

Automation of time consuming, cumbersome, or repetitive business processes and tasks has proven to be transformative for many companies. Currently, there are many different tools for tackling each of these situations. Robotic Process Automation (RPA) can perform repetitive tasks, application processes can interact with external systems via API, and Business Process Management (BPM) workflows can incorporate human decision making.

However, many organizations have silos between the groups that manage RPA, BPM, and AI creating further challenges in coordination at a business and a technical level.

With the Robotic Workforce Manager (RWM), we want to bring all of those technologies together for your Automation Center of Excellence (CoE). We see the future of automations leveraging the power of humans, robots, and AI, orchestrated seamlessly through workflows.

Using RWM, stakeholders across your organization can collaborate to plan, design, build, and deploy these complex workflows. Additionally, organizations can monitor and manage existing workflows to continue expanding and scaling their automations, as well as analyze the resulting financial gains through this efficiency.

What does Robotic Workforce Manager provide?

RWM is made of two components: Automation Planner and Control Center. These components combine to provide the ability to plan, build, manage, and monitor automations across the organization.

RWM home page

Use Automation Planner to scale your robotic workforce across the enterprise

As automations expand and become enterprise-wide, there is a pressing need for better management, governance, and compliance solutions that can grow with the business. Appian's RWM helps provide governance to create and track automation requests and give insight on ROI, helping to increase automation scale throughout your organization. With these insights, you are free from the frustration of building the wrong robotic processes that cost more to maintain than they are worth.

Step through a seamless and guided flow to enter new requests

Users can enter new automation requests by completing a seamless and guided series of questions about their automation needs.

Automation Planner Request Automation Characteristics

Collaborate on and review new automation requests

Various members of the organization can review any given automation request to provide their input regarding business, technical, budgetary and other considerations.

Automation Planner Request Business COE Review

Develop scheduled, multi-step automation plans

Automation request answers are then analyzed to automatically provide a recommended automation plan that can include both robotic processes and custom Appian business processes.

Automation Planner Request System Recommendation

Track automation lifecycles

Use the Dashboard to manage and track the entire lifecycle of any automation request—from identifying new automations to requesting and approving them.

Automation Planner Dashboard

Understand the return on investment of your automations

Measure and track the value that automation provides your organization directly from the ROI Tab.

ROI

Analyze the impact of enterprise system changes on automations

Use the Systems Tab to identify and analyze which automation processes are impacted when enterprise applications are updated.

Systems tab

Gain better compliance and governance

Track the status of automation requests to gain oversight over your processes. This knowledge will help scale your automation processes throughout the organization.

Request status

Use Control Center to empower business users to manage your robotic workforce

RWM's Control Center provides a range of reports and dashboards to keep your organization on top of your automations. RPA specific reports provide high level as well as granular information on the activities of your bots, in addition to the ability to directly take actions. Need to start or schedule a bot? Resolve errors that bots encounter? Access all of these capabilities across all RPA vendors in a centralized set of reports.

Track ongoing automations through reports

Business users can leverage the reporting capabilities of RWM by viewing and analyzing end to end automation workflows, including viewing metrics and drilling down for details about each of the individual types of automations employed.

Automation Report

Drive toward better bot utilization

Use the RPA Resource Tab and RPA Process Tab to view data-driven insights to better manage RPA processes with real time analytics and dashboards.

RPA Resource Tab

Manage bots across time

Scheduled bots can be tracked and viewed in a calendar across days, weeks, months, or years. From the RPA Process Tab, business users can also start and schedule RPA processes at any time.

Control Center Calendar

Drive collaboration between bots and people

All robotic and business processes will result in at least some exceptions that will require a human to complete the process. These exceptions are handled automatically by adding them to a case and assigning them to a user based on decision logic.

Keep on top of these exceptions by using the Exceptions Tab to view and manage exception cases, as well as to get alerted when a bot, resource, or business process encounters issues.

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