RPA software to end repetitive tasks and transform business.
Extract information and data from documents and images
Use technology to quickly find and qualify candidates
Converse with automated solutions in real-time
Build seamless workflows to handle more complex processes
Increase automation scope to unleash new insights
Architect an operating model so your program can scale
Benchmark your performance and identify improvements
Intelligent Process Automation strategies for Success
Build capabilities and become self-sufficient
Establish environments to meet your needs now and in the future
Ensure your infrastructure is secure, resilient and can scale
Work with our team to deploy your platform to the cloud with ease
Take the hassle out of setting up a platform by using our environment
Get licenses at the best available price from a trusted reseller
Identify and prioritize the best places to look for opportunities
Scope processes thoroughly and leave no rock unturned
Standardize and simplify your processes to optimize results
Leverage our highly skilled developers to deliver solutions
Adopt the best habits as your team is guided through delivery
Rest easy knowing your team is being guided by experts
Allow us to monitor, schedule and maintain your solutions
Rely on our team when it’s time to go-live with your solutions
Stop bad code in its tracks
70% faster automation deployment cycles
Instantly create best practice automation components
End-to-end, real-time visibility of your RPA program
Operational Intelligence to simplify your Ops Management
Apps that help you Automate Better
Your intelligent automation services company.
Reveal Group partners with leading technology, implementation and consulting companies.
We are proud of the unique culture we have built and love the inspiring team we work with.
Learn how we make big teams successful
Innovative solutions for your growing business
Build self-sufficiency from the ground up
You're in great company. Learn from our customers.
Latest media articles and press releases.
Get up close and personal with our people and products
Read our in-depth original research
Watch our latest video content.
Stay up to date with the company
View our latest visual content
Crowd Sourced vs. Operational Diagnostic: Which approach is suitable for your organization?
Before going into too much detail, it is important to understand the difference between of the two main types of process discovery for your automation program – crowd-sourced and operational diagnostic.
The “crowd-sourced” technique involves simply asking your business counterparts to nominate their best ideas for where to apply automation. You can improve the quality of ideas by educating staff on what makes a good automation candidate, but ultimately you are relying on them to provide you with valuable and automatable process candidates to assess.
The main advantages of this approach are that it is cheap, easy, and fast – many of the things that you want when you are in the initial stages of your automation journey. The drawback is that you are essentially outsourcing a core function of the automation program to your (internal) customers. This can lead to great candidates being missed and poor candidates being presented for automation.
In contrast, the “operational diagnostic” approach refers to a structured and methodical technique that carefully looks at every process a team, department, or business unit performs and undertakes a rule-based assessment to find the best improvement opportunities that align with your program’s strategic objectives.
The benefit of this approach is that you assess an entire cohort and leave no stone unturned, and can be sure you are not leaving any value on the table. You also can be assured that candidate processes will provide the necessary value to your organization and that they are high-quality opportunities. The downside with this approach is that it can be time-consuming (i.e., expensive) to undertake when compared to crowd-sourcing – as such it lends itself to more established programs with the required resources.
Process and Task Mining technologies are quickly reaching maturity and gaining traction as tools to support in rapidly identifying and qualifying opportunities for improvement and automation. We will not address these in detail in this blog, but you can find more details on these here.
There are many ways in which a federated model can exist in the context of an automation program. The main premise is that responsibility for one or more of the key components of an automation program (govern, discover, deliver, manage) are ceded to different parts of or functions within the business. When deciding how a federated program manages the identification of automation candidates, an organization must ultimately determine how much central control of the program they want to retain.
The responsibility for finding process candidates can be democratized to each business unit combined with a light-touch oversight role maintained centrally. This approach does not require considerable resource overhead and shifts the responsibility to the business unit. However, you can lose an element of control which can introduce risk. There are ways to mitigate against this risk (including commercial or contractual options), but ultimately you are still ‘outsourcing’ the identification of value for your program.
Alternatively, the process identification function can be kept centralized and provided as a service to the federated business unit (i.e., to the ‘spokes’ in a hub and spoke model). This eliminates the risk of outsourcing control and allows you to ensure only candidates that align to the program’s strategic objectives are considered for automation. The downside of this arrangement is that this has be resourced centrally with skilled personnel.
There has been much written about what makes a good automation candidate (think: repetitive, mundane, rules-based, etc.), so there is no need to go into detail, but the most important thing to consider when prioritizing processes for delivery is value.
These are key questions that should always be asked. Value might not necessarily be just financial – or even tangible — it can be many other things depending on the organization, industry, maturity of organization, etc. It is important that these value drivers are defined for your program and that the value lens is applied to candidate search and assessment. Our experience has shown that collaboratively developing an Enterprise Heat Map with program sponsors and executives, is a useful means to guide process discovery resources as they move from team-to-team. By collaborating with stakeholders at this level, you ensure there is complete alignment on the sources of value and the direction of the program.
The simple answer is through central and transparent reporting and dashboards. Regardless of whether the process discovery pillar of your program has been federated to business units or is centrally maintained, it is imperative that your program has a robust pipeline reporting infrastructure.
Reporting should capture all data that is collected as part of the discovery process (e.g., process name, business unit, case handle time, volume, etc.) and roll that up to multiple views. These views should cover everything from the results of the discovery sprint for the week to the executive level view of pipeline value. There are many tools on the market which can facilitate this reporting including UiPath’s Automation Hub and our own Reveal RoboManager®, but it is most important to ensure the tool is enterprise-grade. Using a series of Excel files to manage your pipeline in a federated model is a recipe for confusion, duplication of effort and ultimate disaster.
In summary, when establishing the process discovery function of your automation program, it is important to consider a combination of crowd-sourced and a more holistic approach like Reveal Group’s Operational Diagnostic methodology. With the right governance and reporting, process discovery can be successfully applied at scale in either a central or federated model. The main consideration should be that process candidates are prioritized based on their alignment to the organization’s strategic objectives and that the pipeline is transparently reported on.
We’re here to help you to introduce a robust methodology to scale your process discovery across the enterprise. Simply Contact Us to learn more.
Jack Jorgensen, Senior Consultant, based in Melbourne, Australia.
Organizations have been able to successfully scale the business impact of their IA program because they are proactively altering the capabilities and approach of their IA CoEs.
Low-code delivers the technology trifecta – faster, better, cheaper – all in the same package.