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KPI list
|
KPI title |
Variable name |
Formula |
|
Idea score |
OVERALL_GAUGE_SCORE |
round(((DECISIONS_STRAIGHTFORWARD_RULES*0.2)+(INPUT_DATA_ACCESSED_DIGITALLY*0.2)+(DATA_HIGHLY_FORMATTED*0.2)+(NO_EXPECTED_CHANGES*0.2)+(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 |
|
KPI title |
Variable name |
Formula |
|
Automation Potential |
AUTOMATION_POTENTIAL |
round((PCT_DIGITAL_DATA/100.0)*(1-0.5*PCT_STRC_DATA-0.1*NB_WAYS_COMP_PROC)*100,0) |
|
Ease of Implementation |
EASE_OF_IMPLEMENTATION |
round(max(1-((0.05*CHANGES_EXPCT+0.05*APPS_CHANGES_EXPCT+0.4*PCT_STRC_DATA+0.3*NB_WAYS_COMP_PROC+0.1*NB_STEPS+0.1*NB_APPS)*THIN_CLIENT_M*OCR),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 |
|
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 |
|
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 |
