Various organizational changes determine you to rethink the Automation Hub configuration, to adapt to the new reality: Organization chart updates require modifying the categories’ structure Employees attrition and frequent role changes imply rigorous user access management Business and departmental goals have a direct impact on the KPIs to track for optimal backlog prioritization Learn how to easily perform the needed changes with minimal activity disruption via the customization and mass update capabilities. Recommended for: IT Admins, CoE Leads, Business Analyst Leads Our speakers: 👩🏻‍🏫 Teodora Niculaescu, Senior Product Manager - Automation Hub @UiPath 👨🏻‍🏫 Sorin Visan, Principal Product Manager - Automation Hub @UiPath

1. Automation Hub Best Practices
Session 6: How do I reconfigure
Automation Hub
Sorin Visan
Principal Product Manager
Automation Hub
Senior Product Manager
Automation Hub
Teodora Niculaescu

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3. 3
Manage changes in the organizational structure
Continuous maintenance of the users and groups
Today you’ll hear about
Mass update ideas to a new assessment version
Useful references from previous webinars
Manage changes in the KPI calculations
Q&A

4. Useful references from
previous webinars

5. 5
From our previous webinars
Large-scale rollouts
Find out more about how to get started in configuring Automation Hub,
based on the type and size of your rollout
Using the right KPIs to build a strong business case
See how to customize your assessment questions and KPIs to get the best
results in your automation program.
#2
#3
The above webinars provide useful insights on how to get
started in configuring Automation Hub.

6. 6
Categories
Users
KPIs
Groups
Applications
Today, we’ll show you how to reconfigure
Automation Hub

7. 7
Categories Update and
Sync
User and group
management via AAD
Assessment adjustments
and mass updates
Changes in the KPI
calculations
User role updates
Let start by admitting that
“Change is inevitable”
Organizational
structure change
Company level updates Automation Hub updates

8. Use case 1:
Changes in the organizational
structure

9. 9
Methods to keep the categories in sync
CSV Upload
​Define new categories by importing a CSV template populated with the
relevant data​
UI editor
Use the inline editor in the UI to edit individual records.
Update categories API
The API call will enable the Automation Hub user to bulk create, update
or delete the categories from their tenant.

10. 10
Use case 1
Keep the categories from Automation Hub in sync with the recent changes
that happened in your organizational structure.
Based on your latest org changes, you need to add 2 extra business areas
to your Categories Structure and move the existing content from one
category to another.
You’ll use the API to update the categories based on the latest changes.
Short Description
Use Case

11. Use case 2:
Continuous maintenance of the
users and groups

12. 12
Use case 2
Maintaining users in Automation Hub can become a difficult task for admins,
especially if the organization is going through frequent departmental
changes.
You company just went thru a merger and there are new employees that
need to have access to Automation Hub.
Use the AAD groups to manage the new users and keep them in sync for
future changes.
Short Description
Use Case

13. 13
Automation Cloud/AAD Automation Hub
Automation Cloud
Org Admin Finance Group
(Automation Cloud)
Automation Hub
Group Import
AAD
Finance Group
Entity 1
Create Group Import Group
Sync Group members
AAD
Finance Group
Entity 2
Can contain members from:
Role 1:
Standard User
*When no category is selected it means that the specified role
applies to all existing categories
Assign Permissions
Add members
Mapping Groups from Automation Cloud/AAD
On Category:
Finance &
Accounting

14. Use case 3:
Application inventory updates

15. 15
Use case 3
Having a 1:1 mapping between the applications from your internal systems
and Automation Hub will help build stronger business cases around the
automations being developed.
Your application ecosystem keeps evolving and your Automation Hub KPIs
are influenced by the type and number of applications used in an
automation. So, you want the applications to always be updated.
Use the API to keep your application inventory up to date.
Short Description
Use Case

16. Use case 4:
Changes in the KPI calculations

17. 17
Use case 4
Adjust default KPIs or create new custom KPIs that help you reach
an optimal prioritization of automation opportunities.
The business goals for the next quarter changed in your
company and therefore you need to adjust several weights part of the
OOTB indicators, adjust the formula for Benefits expressed in
hours/year and replace the indicator for Benefits expressed in
currency with a new Operating Margin KPI​.
Short Description
Use Case

18. Use case 5:
Mass update ideas to a new
assessment version

19. 19
Use case 5
Move in bulk a set of ideas that are on a certain assessment version or all
existing ideas to a different assessment version of your choice.
Once the KPIs calculation changes are in place, you must save a new
Detailed assessment version and then assure that existing automation ideas
are moved in bulk to the latest assessment version created.
Short Description
Use Case

20. 20
Session 7 – Engaging users to
contribute to the automation program
RSVP AMER
RSVP EMEA &
APAC
Discover some recommendations on how to
collaborate with your users during the
various phases of engagement:
• Awareness
• Desire
• Knowledge
• Ability
• Reinforcement
Target audience: CoE Program Manager, Community Manager, BA lead, CoE Lead

21. Open Q&A

22. 22
Question Answer
We want to be able to use one
Automation Hub across multiple
tenants. The segregation is
unfortunately necessary and
folders aren't good enough. We
do however want to have one
view of all automations.
Automation Hub allows us to tie
orchestrator processes to
automations, but only on the
tenant that is active. Is there
any plans or a way to allow
idea/pipelines to be linked to
processes on other tenant
orchestrators?
Hi Andrew. Automation Hub is a tenant level service that communicates
solely with the services within the same tenant. Rather than allowing cross-
tenant communication, we recommend reconsidering why do you need to
use Orchestrator on several tenants (beyond the Dev / Test / Production
case). The folder structure in Orchestrator is solid enough to allow you to
have one Orchestrator, which can continue communicating with one
Automation Hub.
One AH communicating with several Orchestrator is not a scenario we
intend to cover at this point.
In continuation to the one to many scenario - one thing we are exploring is
allowing doing cross-tenant reporting in Insights, on top of the Automation
Hub data as well (similar to how it is done with the Orchestrator data). But
this still relies on the fact that Automation Hub is a tenant level service,
which communicates with the Orchestrator in the same tenant.
Q&A (1)

23. 23
Question Answer
Instead of it being Azure
Connected, can it be connected
to Google Directory?
In Automation Cloud (where the integration is done), we support Azure AD
and SAML integrations. User documentation for reference:
https://docs.uipath.com/automation-cloud/docs/authentication-settings
Best for us to keep the
automation hub assessment as
simplified as possible, to allow to
collect more use case within the
organisation.
I'm exploring just using Total
time needed to perform the work
per year - AS IS as to collect the
metrics...
How would it affect the UiPath
Automation Hub dashboard?
Of course, it is up to you how complex or simplified to keep the
assessment.
The KPIs from the Detailed Assessment influencing the pie chart in the
Automation Program Performance are:
- Revised benefit per company (hours saved/year)
- Revised benefit per company (currency/year)
-> If you just modify them, but not delete them, it will not impact the
dashboard. But we recommend you try to build your custom reports using
the Automation Hub KPIs using our integration with Insights
(https://docs.uipath.com/insights/v0/docs/automation-hub-integration-
overview). The Automation Hub data model from Insights allows you to build
custom dashboards, tailored to your needs.
Q&A (2)

24. 24
Question Answer
If you add a custom assessment
question- like what location will
this bot be used, can that be
used in KPIs and also at the
filtering level of the KPI?
Yes
Hub doesn't really allow us to
adjust column widths. WIll this
change in the future?
We are investigating and will probably include this in our 2023 backlog.
My first time hearing about
Insights Cloud Integration. Is
there additional fee on this?
here is the webinar when we presented this capability around the Insights
integration: https://community.uipath.com/events/details/uipath-emeaapac-
virtual-events-presents-automation-hub-best-practices-session-4-
communicating-the-potential-of-the-automation-program/
Q&A (3)

25. 25
Question Answer
Hi, Is there a way to connect
automation hub and on-prem
Insights? we are yet to migrate
to cloud
We are planning to move the Automation Hub & Insights integration into
Automation Suite as part of our 2023 roadmap.
We are not planning to support hybrid models, where Automation Hub cloud
connects to Insights On Premise.
Sometimes the financial benefit
calculation varies from how
Finance wants to calculate it.
Can you advise on the
justification for the default
formula?
The algorithm was created and set as default based on discussions with
professional services teams and their experience in customer RPA
implementations.
Here is some documentation around this:
https://docs.uipath.com/automation-hub/docs/information-about-the-
detailed-assessment-algorithm
Q&A (4)

26. Thank you!
automation-hub@uipath.com

27. 27
UiPath Technology Integrations Series
Oct – Dec 2022
Register here >> https://bit.ly/3rOWnR1

28. 28
UiPath Community and UiPath Academic Alliance invite you to immerse yourself in this
first-time virtual event, where you’ll have the opportunity to engage with and be inspired by
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Automation Education Summit
Register and join us in shaping the
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29. 29
UiPath Community MVPs are hand-picked experts from our community of users who are the most
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