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Process Automation
Targeting and Tracking:
PowerBI Dashboard Templates
CO N N ECT E D I N S I G H T
hello@connected-insight.com
connected-insight.com

“The objective of process automation isn’t
to automate. Companies that don’t define,
measure and track their objective are
driving in the dark.”
Tim Sheridan, Partner
Connected Insight
Connect findings to size, cost and
efficiency of a process. Define
targets and drive the impact.
Process mining
Evaluate benefit targets and prioritize
investments. Track and drive the
impact.
Process Automation
PowerBI Templates for
Process Automation
and Process Mining
A C C E L E R AT E YO U R I M PA C T W I T H
U S E CA S E S

Drive an impact.
Process Automation and
Process Mining
01
Informed targeting
The goal of process automation isn’t to install automation. The goal
is to drive improvements in cost and focus. CI’s data and analytics is
the difference between driving with google maps vs a compass.
02
Engage leaders to drive changes
Automation doesn’t lower the cost of a process or shift the focus of
the organization. It happens by leaders making changes based on
automation improvements. CI’s 12 dimensions means you can engage
leaders with data and analytics specific to their focus.
03
Connected Analytics
Progress with automation and process improvements are connected
to progress with your objectives. This is how “leaders lead”
...using
data to drive an impact.
04
Track your impact
High performing programs have visibility to their impact and progress
towards performance targets. CI’s platform is designed for you to
operate and refresh your data. Using PowerBI, you can also design
your own fit-for-purpose dashboards.

"The visibility from CI is essential to ensure we don't
move from a high cost manual process to a high cost
automated process."
Finance Transformation Program Leader,
Global Chemical Company

Evaluating and prioritizing process automation opportunities is a function of impact
(where’s the highest benefit?) and speed (where is the fastest ROI?). CI’s Target
dashboard is designed to bring together key data points using dimensions that also
allow you to internally benchmark across your business.
Prioritizing: On the left panel are two views visualizing where to prioritize. Evaluate
where efficiency and centralization will have the biggest impact or in combination.
Benchmarking: On the right, three panels of key decision analytics broken down into
the level of organization detail that makes sense for your internal benchmarking. You
can toggle between FTE and cost views, and between different efficiency KPI’s.
In addition, CI has “Impact” dashboards for tracking progress and the impact on key
metrics.
Target
2X2 indicating the highest
impact combination of process
and business entity.
Map view indicating
highest opportunities
Toggle between evaluation of current
efficiency, centralization or both
Key metrics
Span of control indicating efficiency
of who is doing the work.
Process efficiency, toggling
between volume / FTE and cost/
transaction..
Current GBS coverage by business
entity for the selected process.
Toggle between FTE and cost views.
Internal Benchmarking
(metrics can be customized):
Filter to processes and
dimensions of your
business and processes

Are you trying to set targets and drive improvements in focus, cost and agility across
functions such as finance, procurement, IT, HR?
The Function Heatmap covers the key analytics used to measure your objectives:
You can configure the heatmap to cover the dimensions important to you, whether
it’s comparing your business units, divisions, regions, countries or entities or all the
above.
Efficiency metrics such as ”FTE per Billion Revenue”
Focus metrics such as % of an organization focused on business value
Agility metrics such as % of a process that’s covered by your shared
services or BPO organization
Function Heatmap

Drill down to process-specific analytics covering your efficiency and quality
objectives and the key drivers.
The process-specific heatmap is configured to connect the analytics measuring your
objectives to analytics measuring the key drivers for that process. Across the
columns you begin with the objectives, such as “Cost per Vendor Invoice” and “%
Paid On Time” and see the connection to driver metrics such as “% PO”, “%
Touchless” or Cycle Time.
Using the CI platform you can incorporate KPI measures calculated in other systems
such as automation platforms and ERP, in addition to KPI calculations using CI source
data. You have complete end-to-end coverage and visibility to analytics that drive
your target objectives.
Process-specific Heatmap

High performing process automation programs focus on objectives
and define key drivers.
The Connected Analytics dashboard connects the KPI’s defined for
your Objectives to KPI’s defined for two levels of Drivers.
Using this dashboard you can drive progress on your Objectives using
visibility to progress with your Drivers.
Connected Analytics
Change since previous
measurement date
Toggle between
Key Figures, Trends
and Benchmarks
LEVEL 1: Objective LEVEL 2: Key Drivers LEVEL 3: Secondary Drivers
Select a process and an
organization dimension or value Select a date

The Connected Insight platform is licensed to you. We get you going
then you keep going.
The Impact Tracking dashboard tracks changes in your focus metrics
such as size, cost, efficiency and effectiveness.
Using CI’s 12 dimensions you can benchmark internal progress across
your organization.
Impact Tracking
Change since previous
measurement date
Percentage
changes
Absolute value
changes
Toggle between organization dimensions Select your time period

Extensive and flexible data & analytics with 3 modules
01 Center
Purpose-built for shared services (and BPO). Data
and analytics that allow you to drive operational
improvements and engage business leaders with
data specific to their role and focus.
02 Enterprise
End-to-end business and process visibility including
data integration with Center. Drive improvements in
focus, cost and agility.
03 APQC
Seamless process integration with APQC so you can
easily add industry-specific benchmarking to your
analytics to set informed targets.
+
+

CI is configured 100% based on your operating structure and definitions.
You can model your data and analytics to fit your specific purpose.
12 Dimensions
Process Type
Sub-Process
Process
Function
Client / Entity
Center
Location
Country
Region
Division
Business Unit

“Using CI is like driving with Google Maps
instead of a compass”
Chief Finance Officer, Global Automotive Supplier
No disconnects
No translating
No blind spots
5 Data Categories
Revenue
Labor Cost
KPI’s
Volumes
Resources

The Connected Insight app
covers
Definitions Target Setting
Data import
statement date management
structured dashboards
action tracking
apqc Benchmarks
mappings
analytics
validation

With PowerBI
data augmentation
business case modeling
custom analytics
Report Distribution
Reports and Dashboards

How can you
accelerate your
impact?
01 CI sends you the PBIX file to publish
in your PowerBI environment
02 Modify to fit precisely your structure
03 Publish
This is almost plug-and-play. Because you are using CI’s data set you can add new
PowerBI dashboards and reports with a few easy steps.
hello@connected-insight.com
www.connected-insight.com
Are you ready to stop operating in the dark?
Contact us at or go to our website
to learn more about the CI platform.
Are you interested in
deploying the CI platform?