Find hidden opportunities in your workforce.
Benefits of opportunities
- Prioritized problem detection: Instantly access a ranked list of challenges within your organization, enabling swift action on what is most critical.
- Strategic grouping: Opportunities are organized by type and potential solutions, streamlining your path to impactful improvements.
- Impact analysis: Visualize the effects of identified issues on your teams and the tasks they tackle, empowering informed decision-making on what to address first.
Accessing opportunities
When you run a View in Pega Task Mining, the application displays the Opportunities page. You can also access the Opportunities page at any time within Pega Task Mining by clicking the Opportunities icon on the toolbar:
Calendar
When you access the Opportunity page, date information is displayed in the upper-right corner, as shown in the following figure:
The date filters the opportunities so that you can view data for a specific day or any range of dates. To change the date, click the calendar icon and then select dates from the calendar options, as shown in the following figure:
Viewing opportunities
The Opportunities page displays opportunity types and individual opportunities that fall within the selected date range and that also meet any additional applied filters. The left pane lists the opportunity types and displays a total annualized time metric for each type. The total annualized time metric projects the amount of time associated with the opportunity type over a year, if the behavior continues without intervention.
In the following figure, within the selected March 2 to March 31 date range, the total annualized time for all opportunity types is 35 years and 4 days. After the All entry, the list shows the opportunity types with the highest total annualized time first. This descending order helps you to quickly see where interventions might have the most impact. In the following figure, the Excessive Idle Time opportunity type tops the list with a total annualized time of 17 years and 198 days. This annualized time is about twice the amount of Legacy System Use, which is next in the list at 8 years and 295 days.
For a description of each type of opportunity, see Opportunity types.
The right pane provides the following additional metrics about each individual opportunity:
- Total Annualized Time
- The projected total time that associates would spend performing this task pattern across a full year if the behavior continues without intervention. The system calculates this metric by scaling the data for the selected calendar date or date range to 365 days. Total annualized time is a headline ROI figure that provides the annual hours available to recover through intervention, such as automation.
- Total Time
- The cumulative time that associates spent completing this specific task pattern during the selected date or date range. This metric represents the raw time at stake, or the portion of work that intervention or automation could eliminate.
- Associates
- The number of distinct associates (data collectors) who performed this task pattern during the selected date or date range. A high count signals widespread impact across your workforce. A low count with high total time suggests a concentration risk, where a few people carry a disproportionate amount of work.
- Instances
- The number of times associates completed this task pattern during the selected date or date range. Combining Instances with Total Time reveals the average cost by occurrence. High instance counts with even modest time by occurrence compound into large annualized savings, which suggests that the task pattern is a prime candidate for automation.
The following figure shows where you can find these metrics for each opportunity:
To focus the list on a specific type of opportunity, click an opportunity type. For example, click Manual Data Movement to view only the opportunities of this type:
If you want to return to the full list, then on the left, click All.
Viewing opportunity details
To investigate a specific opportunity further, click Show details for the opportunity:
The expanded section shows charts for the top 5 tasks by potential duration reduction and the top 5 teams by annualized time spent:
Additionally, you can click Show Tasks with this Opportunity or Show Timeline with this Opportunity to access pages with those opportunity filters applied.
As an example, for the Policy Portal opportunity within the Legacy System Use type, click Show Tasks with this Opportunity to open the Tasks page with this opportunity filter applied:
Similarly, if you click Show Timeline with this Opportunity, the application opens the Timeline page with the opportunity filter applied, as shown in the following figure:
A filter remains as you use Pega Task Mining until you click the x to remove it. You also have the option to invert any filter by hovering over the filter and then clicking the Invert filter icon, as shown in the following figure:
