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What is Task Mining?

Task Mining is the technology that allows businesses to capture user interaction (or desktop) data, so they can analyze how their people are getting work done, and how they can do it even better.

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Task Mining software

Combined with Process Mining, Task Mining gives enterprises the fullest possible view of how their processes run โ€” including all the additional steps that wouldnโ€™t generate event logs, like checking an email or consulting a spreadsheet.

Task mining software leverages Optical Character Recognition (OCR), Natural Language Processing (NPL) and machine-learning algorithms to collect and understand the actions people are taking on their desktops, and find the patterns that impact business outcomes the most โ€” so you can optimize and replicate these at scale.

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100% process & task visibility

Celonis is the worldโ€™s only Process Mining product that also combines Task Mining, giving you a 360-degree view of how work gets done across the enterprise.

Process Mining vs Task Mining

When it comes to understanding the inherent workings of any enterprise, there are two major sources of data to look at โ€” business data and desktop data.

Business data lies in your transactional systems as time-stamped event logs. These reveal every step โ€” and every deviation โ€” that makes up a business process, based on what happened and when. Think things like when a PO was created, approved, fulfilled, dispatched, and so on.

Desktop data is everything your people do in between those steps to make them actually happen. Things like filling in the PO, checking the amounts are correct, matching receipts to invoices, or spending ten minutes on LinkedIn.ย 

Process Mining extracts all the business data in your transactional systems to show you what your processes actually look like in real-time โ€” and where the inefficiencies lie โ€” based on your event logs. Itโ€™s like a moving, breathing X-ray of your business.

But that visualization is missing something crucial โ€” whatโ€™s happening on desktops all over the organization to actually make the process happen. Task Mining collects and analyzes the user desktop data to give enterprises a fuller picture of how their business executes โ€” not just process-wise, but people-wise, too.

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Celonis leads the process mining market in revenue, market share, and customer base for the second year in a row according to the Everest Groupโ€™s PEAK Matrix for Process Mining 2021.

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How Task Mining software works

At its most basic level, Task Mining collects the actions of the people who are making the business processes happen, automatically detecting the systems that users are interacting with. But donโ€™t be lulled into thinking itโ€™s just desktop monitoring โ€” itโ€™s so much more.ย 

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This is how Task Mining works:

1. Capture desktop data Collect clicks, scrolls and user actions โ€” complete with time-stamps and screenshots.

2. Add business context Use Optical Character Recognition โ€” or OCR technology โ€” to collect the words, numbers and additional text on a userโ€™s screen and contextualize what theyโ€™re doing.

3. Cluster activities Leverage Natural Language Processing (NPL) technology and AI to automatically understand and sort each action by topic, and then cluster it into activities โ€” like โ€˜researching sales prospects on LinkedInโ€™, or โ€˜approving a purchase orderโ€™.

4. Match them to business data By identifying User IDs and Case IDs, Task Mining can correlate user interactions with the business data in your operational systems โ€” and understand the impact of each action on your business outcomes.ย 

5. Optimize outcomes Leverage Task Mining data to optimize processes, increase your execution capacity and ultimately boost your business performance using an Execution Management System.

The real gold mine is in the last three steps.ย 

Business data is messy. All those different ERP systems, weird data formats and informational black holes can make getting an accurate, moving picture of what your business processes look like difficult.

But when it comes to sheer complexity, business data has absolutely nothing on desktop data โ€” and the many ways that people, in their infinite variety, choose to interact with software.

The beauty of Task Mining is finding the signal through the noise โ€” the actions that really make a difference to your execution.ย 

And by case matching the actions to the business process, you can ultimately track effectiveness against the outcomes that really matter. It elevates Task Mining from a productivity tool to one that can have a real impact on your biggest metrics โ€” growth, innovation, revenue.ย 

Thatโ€™s what Celonis Task Mining does โ€” and weโ€™re the only ones who do it.

Task Mining can correlate user desktop interactions with the business data in your operational systems โ€” and understand the impact of each action on your business outcomes.

Why Task Mining matters for your business

There are several benefits to Task Mining. It can be hugely beneficial to any enterprise, as it lets you:

Uncover inefficiencies in manual work patterns outside of your transactional systems
Measure and optimize your workforce productivity
Link manual processes with your enterprise business processes and drive next-best-actions across your teamsโ€™ desktops

The question therefore isnโ€™t Process Mining vs Task Mining โ€” itโ€™s about the combination, which is more powerful than the sum of its parts. The Task Mining use cases, much like the Process Mining use cases, are infinite. Both technologies can be applied to any process โ€” from Procurement to Accounts Payable, Order Management to Accounts Receivable, and more.ย 

Moreover, Task Mining is safe, secure, and privacy-compliant. While desktop monitoring may have off-putting connotations for the user, Task Mining uses enterprise-ready data obfuscation and privacy controls to maintain user privacy. You can choose the websites and applications that are included in the data collection; hide sensitive data entries like usernames, passwords, or other PII data; and select who has access to the data and insights you collect.

The beauty of Task Mining is finding the signal through the noise โ€” the actions that really make a difference to your execution.

By case matching the actions to the business process, you can ultimately track effectiveness against the outcomes that really matter.

It elevates Task Mining from a productivity tool to one that can have a real impact on your biggest metrics โ€” growth, innovation, revenue and more.

Want to learn more about Process Mining?

Join our live demo to:

  • Learn what Process & Task Mining are and how they work

  • Gain an understanding of this approach to process improvement

  • Learn the steps to a successful implementation

  • Discover real-life solutions and use cases

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About Celonis

Thereโ€™s a reason you come to Celonis for Process and Task Mining.

With over 10 trillion process activities analyzed, more than 270 system connectors to get you set up fast, an ecosystem of over 2000 partners and 15,000 Celonis-certified professionals at your fingertips โ€” success has never been easier.ย 

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