Automation Hub Best practices - Getting Started.pdf

Automation Hub Best Practices
Session 1: Getting Started
Iulia Istrate
Senior Director, Product Management
Automation Hub

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including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the statements.
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events and circumstances described in the forward-looking statements will be achieved or occur. Recipients are cautioned not to place undue reliance on these forward-looking
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Safe Harbor

3
1. Automation Hub Overview
2. Context of the webinars
3. How to get started with Automation Hub
• Success Definition
• Rollout Proposal
• Understand the Basics of Automation Hub
• High Level Enablement & Engagement
4. Next Webinar Sessions
5. Open Q&A
Agenda Slide

5
Measure and govern automation programs to
align with business outcomes
Discover Build Manage Run Engage
Automation Suite
Self-hosted
UiPath Automation Cloud™
SaaS
Measure &
Govern
Deliver
Studio Family
Integration Service
Document Understanding
Marketplace
Orchestrator
Test Manager
AI Center
Data Service
Insights
Automation Cloud
Robots
Attended Robots
Unattended Robots
Test Robots
Apps
Assistant
Action Center
Automation Hub
Task Capture
Process Mining
Task Mining
Deliver with integrated platform services—SaaS or self-hosted
Expedite automation time-to-value and ongoing ROI
across the entire lifecycle
Platform

6
Manage automation
opportunities in one
place
Increase your
program’s ROI with
easier prioritization
Extend the impact of
internally developed
automations
Leverage Automation Hub to:
Discover and
collaborate on
automation ideas

7
Enterprise Community Workspace
Automation Store
Automation Opportunities Pipeline
Management
• Track automation opportunities in a single location
• Customize idea assessment to prioritize ideas based on KPIs
that matter to your company
• Centralized location to publish, discover, and download your
organization’s ready-to-go automations
Turn great ideas from anyone into great automations for everyone
• Connect to submit automation ideas, share process
documentation
• Collaboration between SMEs, developers, and the COE to
accelerate the automation projects development

8
Automation Community
• Where employees connect to submit automation ideas, share
process documentation, and drive high-impact opportunities
• Engage and reward employees for contributing to the program
Collaborative Workspace
• Store all automation-related artifacts in one place with
the Documentation Repository
• Enable process SMEs, developers, and the COE to effectively
collaborate to accelerate the automation lifecycle
Task Capture
• Accurate & Intelligent Business Process Documentation
Enterprise Community Workspace
Capture and collaborate on automation opportunities
Discover new automation opportunities by enabling your employees
to share their ideas and process pain points

9
Pipeline Management
• Centralize visibility and control of automation projects and their
iterations
• Review documentation from various sources including
crowdsourced, citizen developers, Process Mining, and Task
Mining
• Leverage a centralized repository for all of your automation-
related files
Assessment and Prioritization
• Customize idea assessment to prioritize ideas based on KPIs
that matter to your company—maximizing for business impact
• Leverage Insights integration to visualize the status and
performance of your automation opportunities pipeline
Automation Opportunities Pipeline Management
Centralize management from idea-to-production
Utilize the ROI calculator to estimate savings

10
Automation Distribution
• Govern the approval flow to ensure both business and technical
stakeholders have reviewed and approved an automation.
Automation Discoverability
• Employees can browse by organization-defined categories to
uncover ready-to-go automations.
• Provide feedback, ask questions, tag users, and get notified of
automation changes.
• Once published, the automation can be installed on the
business user’s personal workspace at a click of a button.
Automation Store
Discover and govern your ready-to-go automations
56 hrs
13 hrs
User access can be configured by RBAC or with categories.

Why a webinar series?
Context:

12
How can I
understand if
Automation
Hub fits my
needs?
How do I use
the
customization
capabilities to
adapt the tool?
At the
beginning I
have a lot of
activity, but
then it slows
down
How do I
integrate
Automation
Hub with other
tools that I use?
What we hear from the customers

13
July August September October November December
Automation Hub Best Practices:
Webinar Series
1 2
Getting Started
Jul 12
Large-Scale
Rollouts
Jul 26
3 4
Communicating the potential
of the automation program
Aug 23
Using right KPIs to build
a strong business case
Aug 9
FORWARD 5
Sep 27-29
2022.10 release
Oct
5
Integrating with
3rd party applications
date TBD
Engaging with users
date TBD
Reconfiguring
Automation Hub
date TBD
6 7

14
Iulia Istrate
Senior Director, Product Management
Automation Hub
Teodora Niculaescu (Hiritiu)
Senior Product Manager
Automation Hub
Sorin Visan
Principal Product Manager
Automation Hub
Automation Hub
team
Maria Andrukh
Senior Product Marketing Specialist
Automation Hub, Task Capture

How to get started with
Automation Hub?

16
How can
UiPath Automation
Hub help you
achieve your goals?
What are the short
term bottlenecks
that you’d need to
resolve to achieve
your goals?
What are your
main goals for the
automation program
in 2022?
Success Definition

17
Automation Hub Rollout Proposal
Initial Users &
Basic Platform
Setup
Initial Testing
with CoE
Advanced
Platform
Setup
Additional
Testing with
CoE
Roll-out to first
wave of
business users
Organizational
wide roll-out
Actions:
1. Add a few users from
the CoE;
2. Categories set-up;
3. Applications
Inventory Set-up;
4. Submit an idea;
5. Fill in the detailed
assessment for the
idea;
Actions:
COE users walk through
a shortened flow to add
ideas and make them
progress:
• 1 idea that is LIVE;
• 1 idea that is
in implementation;
• 2 ideas that are in
discovery;
Upload 1 component
and publish it;
Actions:
• Customize the
assessments;
• Check the Service
Settings;
• Setup templates of
documents;
• Custom roles;
• AD integration;
• Submit a new idea to
test the new setup;
• Add a new version of
a component
Actions:
1. COE users submit 10-
20 additional ideas in
various phases;
2. Import your pipeline;
3. Upload 10 existing
components;
4. Leverage the Open
API layer for ideas
intake, integrations
and reporting;
5. Test the existing
integrations;
Track the Success Metrics
Actions:
1. Decide what
department(s) to
start with;
2. Iterate on platform
set-up;
3. Define onboarding
strategy
(communication
plan; workshops)
4. Determine success
metrics for the pilot
and track them;
Actions:
1. Find Automation
Champions per BU;
2. Adapt the
assessments to
specific BU needs;
3. Control the visibility
of users to content
via RBAC;
4. Decide on success
metrics and how to
report on them;
Expected Result:
• Basic platform setup
performed;
• Understand the idea
lifecycle;
Expected Result:
• Get familiar with the
tool;
• Identify additional
set-up needs;
Expected Result:
• Platform readiness
for phase 1 roll-out;
• Build a relevant
business case
structure;
Expected Result:
• CoE users become
AH SMEs;
• Clear flow on how to
use Automation Hub;
• Visibility on the
automation
program’s evolution;
Expected Result:
• Intake of new ideas;
• Find an Automation
Hub champion;
• Learn from the pilot;
• Share the success;
Expected Result:
• Better collaboration
and visibility
between Business
and the CoE;
• Faster time to
delivery;

18
Categories &
Applications
Inventory
Idea Flow
Component
Flow
User Roles &
Access
Management
Working with
the
Assessments
Infographics (see notes)
Demo videos
Detailed documentation
Demo videos
Demo videos
Understand the Basics of Automation Hub
Demo videos
Use cases
• UiPath Academy Courses: Overview, Deep Dive and Citizen Developer
• Attend the best practices webinars
• Engage with the UiPath community via the Forum
• Ask for an Automation Hub demo via the UiPath account team
• Join the UiPath Insider Program to get early access to capabilities and regular demos
UiPath
Platform
Integrations
Process Mining, Task
Mining & Task Capture
Studio, Orchestrator,
Insights, Assistant

19
Raising
Awareness
Desire Knowledge Ability Reinforcement
Engagement Zone
Driven By Sponsor Head of Dept. / Manager COE + Team Lead COE + Team Lead COE + Team Lead
Objective • Create awareness around
why Automation Hub is
needed in the organization
and how it can help (Why
do we need to automate?)
• Avoid circulation of
misinformation or rumors
• Enabling peers, managers
and direct reports to
communicate the reasons
for automation through
multiple communication
channels and throughout
the organization
• Create the desire to
participate in automation
and adopt Automation Hub
by understanding what it is
and how it will impact
individual work.
Phase I
• Ensure that all parties
involved know what to
expect from Automation
Hub in terms of time
commitment, deployment
and usage
Phase II
• Trainings & Workshops
• Ensure that knowledge
will be put into practice
by creating the
environment that would
foster the ability to
participate in Automation
• Survey the users to know
where they stand in terms
of awareness, desire,
knowledge and ability.
• Monitor to ensure
Automation
Hub adoption is
continuous
• Support, encourage and
celebrate success
Duration 2 Weeks 2 Weeks 2 weeks Ongoing Ongoing
High Level Enablement & Engagement
Enablement Zone

21
Session 2 – Large-Scale Rollouts
RSVP AMER
RSVP EMEA &
APAC
Understand the various options for
controlling the user’s access in
Automation Hub:
• Multi-tenancy for federated CoEs or
partners managing various customer
automation programs
• Role-based access control (RBAC) and
assigning roles by categories
• User groups / AD groups for easier access
Target audience: CoE leads, Heads of Delivery, Automation Champions, UiPath Partners

22
Session 3 – Using the right KPIs to build
a strong business case
RSVP AMER
RSVP EMEA &
APAC
Wondering how to prioritize the most impactful
ideas to increase your program’s ROI? Learn how
to customize the assessments to:
• Collect the right information from your
business users
• Compute the right KPIs relevant for the
decision-making process
• Accurately prioritize the automation
opportunities pipeline
• Confidently report to your stakeholders based
on transparent and relevant evaluation
Target audience: CoE leads, Business Analysts, Business Owners

23
Session 4 – Communicating the
potential of the automation program
RSVP AMER
RSVP EMEA &
APAC
Learn how to leverage the Automation Hub
and Insights Cloud integration to benefit
from out-of-the-box dashboard templates
indicating the evolution of your automation
program. Or, how to customize them to
answer specific questions relevant to your
organization.
Target audience: CoE leads, Business Analysts, Business Owners

25
Question Answer
Will the use of Insights be covered in any
session?
Yes. We will talk about the integration between Automation Hub and Insights Cloud in the session from
Aug 23rd "Communicating the potential of the automation program"
Is (or will) language localization be available,
either out-of-the-box or through our own
customizations?
Localization is available out of the box right now. See the full list of supported languages here
https://docs.uipath.com/overview-guide/docs/localization-support#language-support-for-uipath-products .
The ability to custom localize the platform is not supported. If a language is not in the list mentioned
above, feel free to send it to us and we'll be sure to add it on our localization backlog.
It is worth mentioning that when we support a new language, we introduce it for all services in
Automation Cloud, not just Automation Hub.
We have 65 RPA projects from 2018 is there
any option of Mass Upload, with bare
minimum details of such projects?
Yes, mass upload is possible using our Import Pipeline feature (see the full details here
https://docs.uipath.com/automation-hub/docs/import-your-pipeline ) or using our Open API endpoints for
Submitting ideas (see full collection here: https://automation-hub.uipath.com/api/v1/api-doc/#/ ).
I was trying to integrate with JIRA based on
the July release update. But I see that we
would require license for integration service.
Will I have to buy the license in order to
integrate with JIRA?
Yes, the Automation Hub integration with Jira is relying on the UiPath Integration Service. The Integration
Service needs to be enabled on the same Automation Cloud tenant as Automation Hub in order for the
Jira Integration to work.
What initial UiPath Academy course do you
recommend for COE users?
In general, the CoE needs to have an advanced knowledge of Automation Hub in order to gracefully
manage the pipeline of automations across the company. We recommend first the Overview course, for
the basic understanding of the product, and after that they should progress to the advanced Academy
Course. The full list of courses (together with their relevant descriptions) can be found here:
https://docs.uipath.com/automation-hub/docs/academy-courses
Q&A (1)

26
Question Answer
Is this recording will be shared with
everyone?
Yes, ppt and recording will be available tomorrow on event link.
Can we create cascading questions in the
Assessment part? For example, if one
question has a specific value then display the
next question
Yes, you can do that with the Branching Logic from the Assessment Customization menu. See more
details here https://docs.uipath.com/automation-hub/docs/new-customize-assessments#branching-logic
Can I call field value from high level
assessment in detail level assessment?
You can add default questions from the UiPath high-level assessment in the other assessment types,
using the template questions. But only variables from the same type of assessment can be referenced in
KPIs formulas within that assessment, when customizing it. See more details here.
How many people/users/roles is required in
order to get value out of automation hub? For
some of our customers this might be overkill.
It depends on what are the goals you want to achieve while using Automation Hub, on the size of your
automation program, and the size of the CoE. We have customers who successfully use Automation Hub
for years, with their CoE and SME from the business, having a constant pace for the idea intake, and
solid business cases for the identified opportunities. We also have customers with large scale
deployments, who on-boarded all their employees and they are handling thousands of ideas in their
backlog. And we also have customers with 2 persons in their CoE, who are having a staggered approach
into on-boarding new users. So there is no one size fits all – start with the problem you want to solve.
Who can edit the documentations. Is it only
Admin can do?
We have specific permissions that allow your users to edit the documentation templates or the
documentation associated with an idea. By default, users with the roles System Admin, Program
Manager or any other custom role in which you assign the “Edit all details of any Idea” permission. See
details here. As well as users added as collaborators in a specific idea, with the permission “Edit the
Documentation of an idea or automation”. See details here.
Q&A (2)

27
Question Answer
Can we follow CICD steps while building RPA
solution?
I'll need more details to answer your question. CI CD can definitely be used in the automation
development process and governance.
Can Automation hub connect with Power BI?
Yes, you can connect the Automation Hub API with Power BI. We have a full demo here and some tips
and tricks on how to parse the data here
Some good automation ideas have very low
cost savings/avoidance, but high qualitative
benefits (employee satisfaction) and/or
revenue opportunities (from putting
resources on other work). How can that be
brought into the ROI calculation?
Via the customization of the assessments, you can capture soft savings (like fine avoidance, audit review
avoidance, the impact of the increase in employee and customer satisfaction thanks to better SLAs and
better customer experience) as numerical variables and include them in the calculation of overall
benefits. But all these cost savings are subjective, and estimating them can be inaccurate, because they
are not directly related to the successful executions performed by the robots. See here one example.
Are there tutorials that can be used for client
training?
Yes. see our full list of Academy Courses here
What´s the meaning RBAC? Role Based Access Control
How do we know the BOT utilization for a
process/ project?
The bot utilization can be estimated using the Cost Benefit Analysis section in the platform. For accurate
data around the actual utilization, you have access to Robot Logs in Orchestrator which can be used for
computing the used capacity.
Q&A (3)

28
Question Answer
How can we estimate the automated
processing time, before implementation?
The UiPath detailed assessment enables you to compute KPIs like Automation potential, which will
indicate how much of the manual process time can be automated.
Furthermore, the bot utilization can be estimated using the Cost Benefit Analysis section in the platform,
based on some assumptions like the robot speed multiplier (manual input). Industry standards indicate
that through automation you can achieve a robot speed multiplier between 3 to 7.
Will there be a section in the future on
reporting - what's available in standard
feature, reports by category, reporting on
canceled or archived items. etc/
Our out-of-the-box dashboards and reports were built in 2019-2020, and they are quite limitative. For this
reason, we have invested in integrating Automation Hub with the UiPath analytics tool called Insights,
which enables the customer to drive more value from the Automation Hub data via out-of-the-box
templates or the possibility to build custom visualizations on top of the data model. Besides extending
the data available in Insights, we also intend to support embedding back in Automation Hub the
dashboards that a customers creates in Insights.
How can an idea in Automation Hub be
related to orchestrator processes.
If you use the Automation Hub – Studio integration, then details of the Automation Hub idea (like URL,
ID, Name, Description) get stored in the package that gets published in Orchestrator. We have several
investments planned for medium term in order to support this scenario:
- Orchestrator to parse the JSON containing the Automation Hub data and surface it where relevan
- We will support the possibility to map the Automation Hub idea to one or several Orchestrator
packages, directly in Automation Hub.
- Ultimately, we will auto-generate the relationship between the idea, project, package and process
directly in the Resource Catalog service, if the customers is using the integrations during the lifecycle
of the opportunity.
Today, you can create a custom field in one of the assessments or use the default field called Automation
ID, to paste the title of the Orchestrator Package which represents the implementation of the Automation
Hub idea. This can be used furthermore in various reporting scenarios.
Q&A (4)

29
Question Answer
What are SMEs? Subject Matter Experts
Is AH open enough to integrate products such as Process
Mining or Task Mining from other vendors different from
UiPath and incorporate KPIs generated from their Analytics
module?
We currently have integrations with both UiPath Task Mining and UiPath Process Mining.
We do not support out-of-the-box integrations with other Process Mining and Task Mining
vendors, but you can leverage the Open API layer to capture the intake of the
opportunities surfaced by these technologies, if they allow communicating with 3rd party
applications.
What is the Link from where we can download the slides?
The ppt and recording will be available tomorrow on event link.
We have the same challenge, and the ability to categorize
(and report) on different types of benefits would be nice.
Today I don't think the tool allows for that. Rather than KPI's,
can we have "custom" benefits (rather than OOTB
productivity savings) roll into our cost benefit analysis?
You can define different types of benefits directly via the customization of the
assessments. If you want more granularity around the goal of the automation, and define
custom KPIs to track those goals, you can achieve that. After that, you can use those
benefits to expose them in the Automation Pipeline for prioritization, in the Insights
Integration for reporting or extract them via Open API.
If we have started using AH, and realize after these webinars
that we need to change/optimize the setup, how easy is it to
do that and have it update your existing pipeline?
Depends on the changes that you need to perform:
- If there are changes in the assessments, you have the possibility to mass update the
existing ideas to newer versions of assessments, if this makes sense.
- If there are changes in the categories, depends on how you perform them: if you just
change the existing labels of the categories, this automatically propagates in the
existing ideas. If you create new categories and you want to reassign ideas, then you
can update them directly in the UI or via the Open API layer.
We will talk about how to reconfigure Automation Hub in the session 7 in December.
Q&A (5)

30
Question Answer
The Automation Hub would be used only for the Ideas
phase and its assessment and ROI estimating or will this
be available from Discovery Phase thru Insights from the
RPA Proj Life Cycle angle?
It can already be used end-to-end, thanks to the existing integrations with the Discovery
tools (Process Mining, Task Mining, Task Capture), build tools (Studio), manage tools
(Orchestrator), measure tool (Insights), consumption tool (Assistant).
It also depends on how granular you want to go with managing the software project life
cycle in Automation Hub. We do not position Automation Hub as a project management
tool, aiming to replace Jira or Azure DevOps. But rather Automation Hub enables you to
keep traceability on how the project evolves, thanks to the integrations. Also, keep in mind
that Automation Ops is the service that goes granular into managing the operations on how
you develop your automations.
What screen shows the Feature Toggles again please?
You can find them here. You need to be the Account Owner in Automation Hub or have a
custom role with access to the “Manage the Tenant Settings” permission.
In a large company, could you review the different roles to
expect to have for building a pipeline and using Auto Hub?
We will cover that in more detail in the next webinar, focused on Large-Scale Rollouts,
during which we will make some recommendations of personas and what roles they should
receive, depending on the size of the automation program.
Have you considered that smaller clients might think that
investing in both AH and also Insights might be a
mouthful? Will it be possible to pull data though the
OpenAPI and then build dashboards using other tools?
You can already pull data through the Open API and create dashboards in other tools, if the
Insights is not a viable option for smaller clients. We have a full demo here and some tips
and tricks on how to parse the data here. Here is the Swagger documentation for the Open
API layer.
Q&A (6)

Thank you!
automation-hub@uipath.com

Automation Hub Best practices - Getting Started.pdf

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Automation Hub Best practices - Getting Started.pdf