Process Assessment Tool

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This Community covers the Blue Prism Process Assessment Tool.

  • 1.  Setting up the Process Assessment Tool for your organization

    Posted 10-26-2021 15:45
    Hi

    As Product Manager for the Process Assessment Tool, I am often asked to join Customer teams, to provide overviews and also to help them understand where the PAT can add value.

    One of the key takeaways is that the earlier your CoE, or automation team, take a look at the PAT's hierarchical group model the better. 

    It is simple to set up the PAT so that it can be distributed across an organisation, being able to specifically decide who can access to add, view or edit processes assessments.  

    The process is very simple, it sets up a pipeline for an organisation and gives your CoE a "birds eye" view.

    This will mean that you are able to coordinate the use of the PAT across an organisation - simply and efficiently!

    This is covered in the in-tool help, however I'm happy to discuss in detail if you wish.

    Kind Regards

    Jo

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    Jo Davison
    Product Manager
    Blue Prism
    jo.davison@blueprism.com
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  • 2.  RE: Setting up the Process Assessment Tool for your organization

    Posted 02-23-2022 20:02
    Hi Jo!   How would one go about deleting assessments from any given space or group.   These were "Dummy" assessments that I would like to not appear in our process list.

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    Sarah Roark
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  • 3.  RE: Setting up the Process Assessment Tool for your organization

    Posted 03-01-2022 09:48
    Hi Sarah
    Sorry for my delay in replying!  There is no specific delete functionality at the moment - instead we decided on an "archive" status for an assessment.  One option would be to change the status to archive, and then use the filters within the Your Processes dashboard to exclude any process assessments with the status of archived.  A workaround might also be to move the process assessments you do not wish to see into a separate group, and again use the filters within Your Processes to exclude them.
    Thanks
    Jo

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    Jo Davison
    Product Owner
    Blue Prism
    jo.davison@blueprism.com
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  • 4.  RE: Setting up the Process Assessment Tool for your organization

    Posted 02-17-2023 08:44

    hello Jo Davison - please can you confirm on thing whether we can feed input to PAT from any other tool like BPPI

    AND  whether output of PAT can be feed to any other tool.

    or as of now PAT is a standalone web based tool which is not connected to any other BP tool suite?



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    Neeraj Kumar
    Technical Architect
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  • 5.  RE: Setting up the Process Assessment Tool for your organization

    Posted 02-28-2023 07:13

    hello  Jo Davison and @Grace Lanser  - Please can you help in getting response to my questions above.



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    Neeraj Kumar
    Technical Architect
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  • 6.  RE: Setting up the Process Assessment Tool for your organization

    Posted 10-18-2023 18:31

    It would be very helpful to have the ability to simply delete assessments because I think it still factors them into the calculation for the Recommendation (Prioritize, Defer, etc.). Also, if you must set a filter, every time you navigate elsewhere (like when you create a new assessment) and return to the home screen, it resets, which is quite annoying.



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    Richard Anter
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Welcome to the Process Assessment Tool Community!

This community covers all discussions & information around the Blue Prism Process Assessment Tool (PAT). Know Where to Start - The Blue Prism® Process Assessment Tool creates a consistent pipeline of automation opportunities and allows you to assess processes for their automation readiness and potential business value.

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FAQs

Blue Prism's Product Assessment Tool is an online assessment of business processes, in terms of automation-readiness and potential business value. It offers organizations a holistic view of their automation pipeline and provides information to support strategic planning for automation growth and scaling of the digital workforce into the wider business. For more information, click here.
The Process Assessment Tool is free to users with a registered Blue Prism Customer Portal account and can be accessed via the PAT Product Page. It is easy to access as it is deployed in the cloud by Blue Prism.
The Process Assessment Tool can be accessed via the PAT Product Page. For more information on access and requirements, check out our PAT FAQ page.
Information on the Process Assessment Tool including the release notes, user guide, known issues, and more can be found here.
The Blue Prism Process Assessment Tool was made generally available in November 2020. All users can access it providedthey have an account set up on the Blue Prism Customer Portal.