PRESENTER: So you are at the point
now where you've gotten more familiar with insights
and you're ready to start calculating
things like time and money saved and other business
benefits for your company.
We have an ROI template for you to help you get started.
But without some configuration, this template
isn't going to be particularly helpful.
So let's walk through how to use it.
So when you first come to Insights,
you will have this ROI template, assuming
that you've been given the appropriate permissions.
If you want to be able to control values for the ROI data
set, you need to make sure that you
have administrator permissions.
Admins have the ability to edit values in the ROI data
set, add new custom columns to use in calculations, and then
some.
So to take a look at the data set,
we're going to switch to a different tab
where we have permissions to be able to access it.
Here, I have the data set open.
And how I got to that was I went to the menu of the product
and I clicked Configure ROI Data Set.
By default, the data set will come
with two columns, manual time in minutes,
which equals the manual time it would take a human
to do one iteration of the process and end.
And hourly cost, which is the hourly cost for them to do so.
All of these extra columns you see here have been added.
You have the ability to add up to 10 custom columns.
You can enter in values by just typing.
And then, once you're ready, you hit Save.
You can also enter values per process or per queue,
if you're doing transactional processing.
Even if you're doing transactional processing
without queues, you can still use this process page.
You just need to make sure that you're
multiplying by the number of transactions
in your calculations.
So if we go back to our dashboard,
when we open the template, the template
will start populating with values from the data set.
Now, keep in mind, the formulas used in the template
are meant to be customized by you for your needs.
For example, they include elements
of calculating ROI for attended automations.
If you're not using attended automations,
this won't really make sense for you.
So what I encourage you to do is to go back to your templates
and make a copy of the ROI template.
Now, here you can start editing the formulas
and you can start incorporating custom columns from your ROI
data set.
So let's edit this dashboard.
And for example, let's go to time saved.
Here in the Explorers, anything related to ROI
is going to be found under process manual values and Q
manual values.
Here we have our hourly cost manual time and process
name, which are the defaults.
Anything related to ROI is going to be found under the Process
Manual Values Explorer view.
If you expand, you can see we have things like hourly cost,
manual time in minutes, and processing,
all of those default columns I was mentioning.
And the custom columns would be added right under it.
So our time saved formula, if we want to see what's going on,
we can go to in-use.
And this will show us all of the fields used
to calculate the formula.
There's quite a lot of steps that go
into calculating this formula.
So you're going to want to check each table calculation if you
want to modify it.
So you can do that by opening them here.
So each table calculation will get you one step closer
to your time saved.
Keep in mind, filters on the dashboard
will affect the calculation once you hit Save on the tile.
If you want to incorporate custom columns,
we'll actually switch back to our other page
where we have these custom columns in the data set,
go to our dashboards, go to this copy that we made here,
follow that same flow and add it, added our time saved again.
Now, when we expand process manual values,
you'll see things like dev cost, dt relevant,
license cost, number of FTEs, queue enabled,
software license savings.
All of these are custom columns in the data set
that I was showing you earlier.
And you can use them in your formulas as needed.
And that's pretty much it.
Once you've modified your formulas,
you can just hit Save if you've made any changes.
And now, you have your own personal copy
of the ROI dashboard, which you can then
share with your tenant.
Or you can share with the appropriate stakeholders
by scheduling a delivery over email.
Thanks.