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Opportunity Finder basics

Introduction

The Opportunity Finder identifies and presents areas of opportunity where you can potentially increase the efficiency of your organization.

Note: Pega periodically updates the Workforce Intelligence portal to improve the user experience. The following video might not show the most recent interface, but the basic concepts remain the same.

Video

Transcript

In the main section of the Opportunity Finder page, the fields along the top provide the following opportunity metrics based on the selected business unit and date period: 

Potential savings: Shows the potential savings an opportunity presents, based on the time frame you selected. The system calculates the savings using an hourly rate. The default is $22 per hour. Your system administrator can change the default rate and set up rates for individual departments in your hierarchy. 

Opportunities: List the number of viable cost-saving opportunities that have exceed the threshold of monetize savings, that have been derived from all the tags that have been set. 

Applications: The number of Applications that these opportunities span.

Employees impacted: The number of unique employees that that account for the identified opportunities.

Top area of the Opportunity Finder page.

 

The list that shows all opportunities includes default categories, such as Production Goal Differential, default opportunity categories, and also other categories that your administrator can configure, such as excessive use:

Production Goal Differential (default category): Identifies who is working in the Other Work and Non-Work apps.  

Idle Time (default category): Identifies excessive idle times.

Other Default Opportunity Categories: Cut/Copy/Pastes and Wait time

Other Categories: Notes, Excessive Use and Legacy Tag, Error, Login

The following figure calls out a few of these examples. 

Opportunities show the type such as Production Goal Differential, Excessive Social Media, and Excessive Excel.

Learn More view

To learn more about an opportunity, click Learn More:

Each opportunity in the list has a Learn More button that you can click to access more details about a specific opportunity.

After you click Learn More, the system displays details for the opportunity. Details by business unit are displayed first: 

After clicking Learn More, the system displays details by business unit first.

You can click additional tabs to view details by user, application, and trends. The following figure shows an example of details by user where a specific user is also expanded to show timeline information:

The User tab lists users associated with the opportunity and enables you to expand details to view timeline information for specific users.

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