Create an Orchestration ROI automation entry record

The ROI automation entry record couples the cost of performing a task with the specific workflow that automates the task, for the purpose of calculating the resulting savings.

Before you begin

Role required: orchestration_manager

Before starting this procedure, verify that the appropriate labor rate cards were created.

About this task

Use this record to apply a manual hourly rate to a task that is performed automatically by your instance. To determine the savings realized from orchestrating a task, the system can evaluate whether those savings were estimated or calculated.
  • Estimated savings: Uses the labor rate, the time estimates for completion of the task, and the number of automations that have been run to determine savings.
  • Calculated savings: Uses the labor rate, the time calculated for completion of the task, based on the configured evaluation period, and the number of automations that have been run to determine savings.

Procedure

  1. Navigate to Orchestration > ROI > Automation Entry Form.
  2. Fill in the fields on the form, as appropriate.
    Table 1. Automation Entry Form
    Field Description
    Category Category of the selected workflow automation. The following categories are provided in the base Orchestration - ROI system:
    • Access & Identity Management
    • Datacenter Automation
    • IT Service Management
    • Other
    Note: To create a category, open the dictionary record for the Automation Entry Form [automation_entry_form] table and add an option to the choice list.
    Item Unique name for the specific task within the category. This value represents the work to which the labor rate card applies, such as Password Reset.
    Resource Labor rate card to apply to this automation entry. You must have IT Cost Management active on the instance for this field to appear.
    Associated Workflows Workflow automations created to automate this manual task. The system uses this field to identify the number of automations that have been run.
    Estimated Duration (min) per Task Estimated time to perform this task manually.
    Estimated Volume per Month Estimated number of times needed to perform this task manually per month.
    Read-only fields
    Start time Start time for the evaluation period. Configure this value in the Time Range for Calculated Averages module.
    End time End time of trhe evaluation period. Configure this value in the Time Range for Calculated Averages module.
    Calculated average duration per task (min) Actual time required to perform this task manually.
    Calculated average volume per month Actual average number of times this task is performed manually per month.
  3. Select one of these submission options:
    • Submit: Saves the record to the table without running any calculations.
    • Submit and process now: Saves the record and calculates the savings based on the hourly rate and the number of workflow contexts for this automation entry.