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Task Mining

Understand how tasks are being executed across your processes, from email to Excel. Identify inefficiencies, bottlenecks, and areas for improvement while gaining insights into tasks that can be automated or optimized. 

Benefits

01

Enhanced Process Visibility

Gain deep data-driven insights into how tasks are executed in the context of overall process flows.  

02

Detailed Work Instructions

Create detailed documentation including screenshots automatically, decreasing onboarding times. 

03

Targeted Automation

Pinpoint areas where automation such as Robotic Process Automation (RPA) or Cognitive Automation using Generative AI would have the biggest impact, reducing risk and improving efficiency.  

Features

Automatic Task Mapping

Automatically capture and map out task workflows by analyzing data from your desktop applications and productivity tools such as email, docs, browsers, messaging apps, and spreadsheets. 

Real-Time Process Insights

Continuously track tasks, enabling businesses to identify bottlenecks, deviations, and inefficiencies as they happen. With up-to-date live data, organizations can respond quickly to emerging issues and make data-driven decisions to improve performance. 

Privacy-First Configuration

Anonymize data via a gateway server, ensuring PII doesn’t leave your premises. Analyze by business or location group as opposed to individuals. Configure an allowlist/blocklist to specify specific applications and websites to capture or ignore.

Compliant Operations

Easily compare your actual task execution with reference models, SOPs, or best practices. Measure how closely task performance aligns with the intended process design, identifying areas of non-compliance or inefficiencies and ensuring that tasks are being completed correctly and consistently. 

Contextualized Analysis

Task maps, metrics, and work instructions are all stored in the Process Repository, where they are linked to the greater process landscape, business objectives, strategies, assets, and personnel. 

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faq

You have questions, we have answers

What is task mining?

Task mining is the granular analysis of business user behaviors (clicks, keystrokes) to understand how specific tasks are executed. It reveals micro-level process variations, inefficiencies, and manual steps not visible in system logs. This data helps identify automation potential, optimize individual workflows, and improve productivity at the user level, complementing broader process analysis.

Task mining analyzes how users interact with applications on their desktops to understand workflows at a granular level. It captures clicks, keystrokes, and time spent, revealing inefficiencies and variations. For example, it might reveal that customer service agents frequently copy-paste information between multiple systems, highlighting an opportunity for automation.

Common steps in task mining include: 

  • Data Collection/Recording: Capturing user interactions at a granular level (keystrokes, mouse clicks, application usage, screenshots, timings). 
  • Context Recognition: Understanding the context of the captured actions, often using technologies like OCR (Optical Character Recognition) and NLP (Natural Language Processing). 
  • Task Identification & Mapping: Grouping sequential actions into distinct tasks and visualizing workflows (e.g. flowcharts, timelines). 
  • Pattern Recognition: Analyzing collected data to identify recurring tasks, variations in task execution, inefficiencies, and bottlenecks. 
  • Analysis and Insights: Processing the data to understand task variability, time spent, common errors, and areas for improvement. This often involves calculating metrics like average handle time. 
  • Automation/Improvement Recommendations: Suggesting opportunities for process automation (e.g. via RPA) and general process optimization based on the identified patterns and inefficiencies. 
  • Reporting and Visualization: Presenting findings and recommendations through dashboards, graphs, charts, and diagrams to stakeholders. 

Process mining analyzes end-to-end business workflows using system event logs, revealing the actual flow and bottlenecks across IT systems. Task mining, conversely, focuses on granular user interactions at the desktop level, understanding how individual tasks within a process are performed to identify manual inefficiencies and automation opportunities.

  • Clear Objectives: Define specific problems or processes you want to analyze. 
  • User Consent & Privacy Policy: Essential for data collection involving user activity. 
  • Software/Tool: A dedicated task mining solution. 
  • IT Support: For deployment and data security. 
  • Analytical Skills: To interpret captured data and identify insights. 

Task mining offers several benefits: it reveals hidden process inefficiencies by analyzing user desktop interactions, identifies automation opportunities (RPA), improves employee productivity by optimizing workflows, enhances training programs by showing actual work methods, and provides data-driven insights for process standardization and cost reduction.