Product Updates

Task Mining features released in November 2021 Release 2.6.0 (19-Nov-2021)Feature ID: FEC-2105Description: Improves set up of the Task Mining Client.Documentation: Task Mining Release 2021.11.19  Feature ID: LIVE-1258Description: Adds SAP integration support for SAP Business Client and improved performance.Documentation: Task Mining Release 2021.11.19 

Ready to seize unlimited opportunities? Visit the EMS Store from your EMS team and discover the different new Apps added every week we are offering to our global customer base made by Celonis and Partners (Accenture, Cognito Analytics, etc).  The EMS Store contains:1) Apps to empower business users to apply data and intelligence to solver specific business problems2) Extractors to create data pipelines between a source system and EMS3) Process Connectors with data extraction with SQL transformation, event logs, data structure and model 4) Action Flows to allow automated actions across multiple applications5) Machine Learning Workbench (“MLWB”) to provide a fully managed data science platform. Visit the EMS Store or find your team.  Newest: Opportunity Management - Pipeline ExplorationThe opportunity management team released the pipeline exploration app in November. Acting as a process cockpit, the app provides users in sales leadership and sales operations insights into their past and present pipeline. Users can, for instance, analyze their close rate, sales cycle length, and born-to-win opportunities across different regions, industries, or sales motions. The benchmarking tool further allows them to identify best practices and promote compliance across the sales organisation. Thus, pipeline exploration will kickstart the process mining journey with Celonis for Opportunity Management. Accenture’s Procurement Operations Execution App:Accenture proposed a Procurement Operations Control Tower solution built on Ariba system, to combine data, insights and automation in an industrialized manner. This enabled operations to measure process performance, identify opportunities and drive continuous improvement. The app enables:Fast access to operational data, up to date analytics and reportingIdentify and automate corrective actions, early warningsDrives effective work Management, actions and automationConsiderable reduction in process turnaround timeCelonis’ automated process analysis uses sensors to surface anomalies in the process - trends, patterns, and changes - that are impacting KPIs. This Execution App provides a number of predefined sensors to capture the most commonly identified patterns in the process. Additional sensors can be defined as desired.

The Core Mining Engine team plans to roll out a behavior change for the CASE WHEN operator in PQL. Why are we planning this?The current CASE WHEN behavior is not intuitive and contradicts the behavior of established SQL systems. The new behavior can simply be thought of as "NULL is treated as false". More information and details can be found here. What will change? When using an ELSE fallback condition, so far the rows evaluating to NULL would be returned as NULL even if the ELSE statement was correctly defined. Example, when <COLUMN> = ‘A’ evaluates to NULL, then the following statement CASE    WHEN <COLUMN> = ‘A’ THEN ‘option A’  ELSE ‘other’ END  returns NULL instead of ‘other’. This counterintuitive behavior will change: CASE WHEN will return ‘other’ with NULL inputs. This will lead to less NULL results and more ELSE results if NULL values are input values, and if ELSE is being used. If no ELSE is defined or if ELSE NULL is used, the result will still be NULL and nothing will change.  What are the next steps?The plan is to gradually roll out the change beginning in February 2022.

Dear Celopeers, On December 2nd, 2021, we are hosting our next Webinar on how to Use Celonis data in Action Flows! This is the fourth part of our new series of Webinars. The Session will cover:What options are available to access Celonis Data within Action Flows? (presentation)How to set up Action Flows based on Celonis Data (live training)Where to find further material (link to resources)Q&A (live)FAQ (live, gathered from the previous session) You can directly register here!

What are the new features in CPM 4.7 compared to CPM 4.6?

The Celonis Visual Editing Experience is now live! With the big release of the Visual Editing Experience we enable you to make changes to your Studio package with a couple of clicks! Now you can edit your KPIs on the fly, while configuring a table.Simply switch to the Visual Editor and experience the new powerful capabilities! Find the Release Notes here!  

Hi, For a project in CPM4 I need to configure the cardinalities in a 1-1 table relationship. Unfortunately, Celonis detects the wrong table (for my use case) as the parent table, making the desired calculations impossible. Is there an option / trick similar to what David described in the answer of the first question in Process Data Model (relationship activity - case table ) On the edge, it shows how you have configured the join. If you click on the edge, you will see that you have configured Activities as the 1-side of the Join, and Cases as the N-side of the join. I would suggest to use the Swap Tables option in the Foreign key settings to configure it in the correct way. Then, the cardinalities will be shown as you expect. I already tried redefining the key and swapping the left and right hand table (and reloaded the DM), however this didnt make a difference. Thanks, best regards, Lucas

The recently launched Celonis Execution Management System and Execution Apps seamlessly integrate all process data from your transactional systems and your organizations desktops. Task Mining is the powerful Celonis technology that combines the data of how people interact with applications on their desktops with the business data from your transactional systems. In this context, we are happy to announce the release of a Central Task Mining Client Configuration: Simplify enterprise rollouts with hundreds of clients. Use the Task Mining Admin Panel in the EMS to manage and update the Task Mining clients centrally and continuously within minutes. 2021-03-01-0071119571 70.1 KB Highlights: Admin Panel in the EMS to manage configurationUpdate the allowlisted/denylisted applications to capture data from within minutes for hundreds of Task Mining usersVerify that all Task Mining clients are running without issuesand many more Check out the release notes for a comprehensive list of new features and bugfixes. Please refer to the migration instructions for existing projects and setup guide for new projects. Looking forward to your feedback! All the best Andreas, Product Manager Task Mining & the entire Task Mining Team!

We are excited to announce that we have released Pycelonis 1.5.1 Pycelonis is a python library built and managed by Celonis that allows easy interaction with Celonis pre-processed data as well as include functions to support building process-specific custom machine learning algorithms in python. This new release (Pycelonis 1.5.1) introduces some amazing new features that will help you quickly build your own custom usecases. Following is a sneak peak into some of the highlights: Data Deduplication We have added a data deduplication module in pycelonis that helps you find any kind of duplicates in any process. We have also added tutorial notebooks of specific deduplication usecases such as Vendor Deduplication and Material Deduplication to help you get started. In order to get started, you get the new notebooks by execution the following import inside your python notebook after updating pycelonis to the latest version. from pycelonis.notebooks import data_deduplication Root Cause Analysis We have also added a root cause analysis module in pycelonis that helps you find the correlation between different process KPIs and attributes to help root cause an increase or decrease of a specific KPI. To get started you can get the tutorial notebook for the root cause analysis module by importing the following: from pycelonis.notebooks import root_cause_analysis Studio Support We have also added studio integration in Pycelonis. You can now create your studio packages also via python. In addition to that, you can also add and remove objects from the knowledge model as well as extract KPIs and execute them as PQL via your python script with the help of the latest pycelonis release. This helps in easily integrating your custom ML usecases to the studio assets. Data Pipeline Updates We have introduced an option to apply automatic chunking while pulling data from Celonis to support the data export for files larger than 1 GB. For more details on what is included in the latest release and how can you use it, please have a look at pycelonis documentation . Best Regards, Celonis Product Team

I would like to know if the Successfactors connection is live and up for use. I can see the connection in my Sandbox but unable to see on my clients team.

Hi there, Earlier this year I heard that version history for Event Collection (i.e. tracking who made which changes in SQL scripts) was expected to be available about now. Could you please share when this will be available in full cloud and LDP? Thanks and happy holidays, Lucas

We are happy to announce that we have now released Pycelonis 1.5. Pycelonis is a python library built and managed by Celonis that allows easy interaction with Celonis pre-processed data as well as include functions to support building process-specific custom machine learning algorithms in python. This release (Pycelonis 1.5) includes some major changes such as improving stability and robustness as well as bringing new functionalities. Following are the new changes and what it means for you: New Push Data Functions Pushing data to datapools is now split into 3 different functions covering 4 different behaviors: Create new table in the datapool data_pool.create_table(table_name="MY_PUSH_TABLE", df_or_path=df, if_exists="error") Append data to an existing table in the datapool data_pool.append_table(table_name="MY_PUSH_TABLE", df_or_path=append_df) Upsert data into an existing table in the datapool data_pool.upsert_table(table_name="MY_PUSH_TABLE", df_or_path=upsert_df, primary_keys=['C']) Replace data with the data in an existing table in the datapool data_pool.create_table(table_name="Test_Data", df_or_path=replace_df, if_exists="drop") You can then add the newly created table to the datamodel where needed using a different function which is: data_model.add_table_from_pool(table_name="MY_NEW_TABLE", alias= "MY_NEW_TABLE") What does this mean for you? All the other functions in pycelonis that were previously available to push data into datapools or datamodel are now deprecated. This means that they will still work but we recommend switching to the new methods to have a better experience. Simulation We have also added a new module in pycelonis that allows you to simulate process changes before implementing them. If you want to learn more about it, check the following post on Process Simulation. For more details and change log, please have a look at pycelonis documentation. Best Regards, Celonis Product Team

Celonis Process Simulation (in pycelonis) Simulate process changes before implementing them. With the release of version 1.5, we are making our Process Simulation capabilities available in pycelonis. This allows users with python knowledge to use our simulation capabilities inside the ML Workbench. Read more about pycelonis 1.5 here. If you know what simulation can do and want to start implementing it, jump to How to use Process Simulation in python of this post directly (last part of this post). We are also going to release a fully integrated, easy to use simulation experience in Celonis Studio, which is planned for the end of Q1 2021. Introduction to Process Simulation Modern organizations are looking for a data-driven way to know beforehand how big or small changes in their processes could impact the process outcome. This is due to the fact that process changes have various challenges High strategic risk which cannot be calculated in advanceWhat-if scenarios hard to estimate and evaluateCostly optimization efforts with no way of measuring their impact 15901075 170 KB Celonis Process Simulation allows you to simulate the full impact of changes in your processes and lets you evaluate all your optimization scenarios. Benefits Simulate different options for resource reallocation and process adjustmentsGet a great sense of where and how to take action based on impact and outcomeGet a dynamic visualization of all possible scenarios beforehandCalculate an adaptive simulation model incorporating day-to-day changes How it works Extract a Digital Twin by leveraging the actual process data: This creates a statistical representation of the process, including information about which resources work on which activities, their working calendar, and where in the process work piles up and creates bottlenecks. Create simulation scenario and run simulation: To see how this change impacts the overall performance and behavior of the process, the user runs a simulation scenario. Our integrated discrete event simulator calculates a simulated process model based on the Digital Twin. Analyze the results: All parameters of the process and simulation scenarios can be compared as a before/after analysis. Use Cases S/4HANA Transformation Impact See how it will affect your process KPIs and impact your business System Migration Impact Calculate the impact of automation or new features on your process KPIs What-If Simulations for M&A Synergies Effectively realize synergies in aligning resources and process flow Shared Service Transition See where in the process to best invest into more resources Throughput vs. Cost Optimization Simulate how big or small process changes impact process KPIs RPA/Automation Prioritization See if it really speeds up the process, or just shifts the bottleneck somewhere else Process Capacity Limit Identification Simulate what happens if a huge number of cases enters your process at once How to use Process Simulation in python To get started, we have updated the pycelonis documentation with tutorial notebooks on Process Simulation. Note: You need to update pycelonis before you can use the new functionality. Currently, we include two tutorial notebooks: Introduction to the Process ModelCelonis Process Simulation Tutorial (main tutorial) To import these notebooks into your ML Workbench, run: from pycelonis.notebooks import process_simluation The first notebook gives you an introduction to the parameters of a simulation model. Those include information about the resources, processing times, and many more. The process model (or Digital Twin) builds the foundation for all the process changes you want to simulate. Find it here The main tutorial covers a full end-to-end demonstration of the simulation capabilities: Extract the as-is Process Model from the data: In this step, we are semi-automatically extracting the Digital Twin from your data model. Some parameters can be extracted fully automatically, others need to be validated by the user or input manually.Simulate the as-is Process Model: After extracting the Digital Twin, we are going to execute a simulation. This gives us the baseline results that we are going to use in a comparison with another simulated scenarioModify the as-is Process Model to try out alternative models: In this step, we are going to make changes to the Digital Twin, and thus create a second simulation scenarioSimulate the alternative models: Simulate the second scenario and compare the results to the Digital Twin Find it here With that, we wish you happy holidays! We are hoping you find this functionality useful and are looking forward to your feedback. Best Regards, Celonis Product Team

Hello together I want to use the Celonis External Trigger to start the Celonis reload as soon as my Tables from the Database gets new Data. I know the external Trigger has a sql-querry description on how to implement it to a external Database, however I dont get it to work. Has anybody an example on how to use the external trigger concretely and where to implement it exactly. (I did notice, it also changed a bit from the structure of how to implement it) Thanks in advance image862876 64 KB Marlon Weiss

The recently launched Celonis Execution Management System and Execution Apps seamlessly integrate all process data from your transactional systems and your organizations desktops. Task Mining is the powerful Celonis technology that combines the data of how people interact with applications on their desktops with the business data from your transactional systems. In this context, we are happy to announce the release of Task Mining Client Version 2.0, the software that connects your desktop data with the Execution Management System. Highlights: A brand-new UI with a fresh look and feel and improved user flowCustomizable user consentRe-designed UI of Configuration Editor with in-app documentationNew installers supporting installations without admin rightsVarious bug fixesAnd many more Check out the realease notes for a comprehensive list of new features and bugfixes. Looking forward to your feedback! All the best Andreas, Product Manager Task Mining & the entire Task Mining Team!

We recently launched a new execution application for Opportunity Management. The app focuses on the Opportunity-to-Order process and allows sales organizations to win more, win faster, and win smarter. The app resolves pipe gaps early, drives actions to increase pipeline quality, ensures compliance to sales methodology and data quality, and allows more accurate forecasting. The app is purpose-built for sales organizations - sales reps, managers, and sales operation leaders - and extends our operational capabilities. For further information, please check out our product page at www.celonis.com to watch a short demo and download our datasheet. OppyMgmt - Sales Control Center32841510 469 KB OppyMgmt - Manager Deep Dive32821504 505 KB OppyMgmt - Sales Rep View32761502 397 KB

Dear Celonis community, I want to make you aware of the fact that Process Automation is moving into the Celonis Studio. From November 30 on, users create, edit and maintain all Process Automation contents in the studio. Existing contents are automatically moved. image1909313 61.2 KB Q&A: What will happen to my existing Process Automation Skills? All existing Process Automation Skills are automatically moved to the Celonis Studio. They are added to one package called Process Automation Skills. All links to Action Engine Skills remain unchanged and continue to work seamlessly. Why does Process Automation move there and what is the advantage? As an immediate value add, you can now maintain analyses and Process Automation contents at one place without having to switch tabs. Besides, the studio allows you to create folders (e.g. separate Order Management and Procurement automations) to administrate your contents more easily. Who will have access to Skills in Celonis Studio? Users with Edit Package(s) permission (including Admins) have edit access to the Process Automation Skills in the Studio. All users who currently have Edit Skill(s) permissions in Process Automation will have Edit Package permissions in the Studio. Studio permissions can be edited in the Team Settings. What does that mean for Action Engine? Just as you used to, you can set up Skills in Action Engine (to specify the business logic) and link them to Process Automation in the Studio (to perform automations). If you are building an Execution App, you can already set up everything (business logic + automations) in one place in the Studio. Learn more: LMS Training: Studio App Creator - Create Skills Dokumentation: Help Page

We recently announced updates to our execution application for A/P. The app is an end-to-end solution for your A/P teams that intelligently optimizes and automates the A/P process. It offers dynamic invoice prioritization based on a departments target KPIs, automatically detects execution gaps in the process, provides recommended next-best-actions to close these gaps, and runs in real time across systems. New capabilities include several additional actions available in our Action View, additional prebuilt KPIs, and additional prebuilt sensors. Current customers can request a copy of our Product Reference Documentation from their Customer Success Manager - students and new customers can check out our product page at www.celonis.com to watch the demo and download additional information. Action View AP19201080 290 KB

To power our next-generation platform, the Execution Management System, weve reimagined our old app store to support the next generation of execution apps & instruments. It is now the EMS Store. Execution Apps & Instruments Execution Instruments help you identify and measure execution gaps. Execution Apps help you take action to resolve those gaps with a tailored experience for each business user, from executives to individual contributors. You can tell which is which by the tag on each tile. 5-ems18001800 316 KB 16 Fresh New Instruments Weve released 16 brand new execution instruments for SAP! We combined some of the best features in our existing analyses, plus added a bunch of new ones. The instruments are focused on the Purchase-to-Pay, Order-to-Cash, Accounts Payable, and Accounts Receivable processes. These instruments get downloaded directly to the new Celonis Studio to be linked to your data model. Analysts can then access them from the Business Views tab. 4-ems18001800 281 KB Process Connectors Have Moved Dont worry, they arent gone. Weve moved them to Event Collection to enable a more seamless data connection experience. 3-ems18001800 105 KB New Ways to Search You can now filter EMS apps and instruments by developer. Easily find content created by Celonis, or by a third party that you are working with. 2-ems18001800 179 KB

With the announcement of the new Execution Management System software category, we have brought our design and user experience to the next level. As of November 19th 2020, Celonis has a new look and feel with improved usability and accessibility to all our cloud users. Our Inspiration Our brand new user experience strives to marry James Bonds professionalism with his inherent joie de vivre (but instead of serving Her Majesty the Queen, it serves our users). We want end-users to experience the EMS with sharp efficiency and delight. And just like a successful spy always has the right tools at their disposal, we believe so should our users with the Celonis EMS. To stick with the James Bond theme, have you ever wondered why the franchise has always been so successful? Its the simplicity and the patterns that repeatedly draw us back to the movie theaters. Execution apps, too, rely on repeatable patterns, narratives, and flows, to solve a large variety of business cases. Features and Benefits Our updated visual language includes crisp colors, clean typography, and new visual imagery to showcase our corporate identity while making the EMS a joy to use. Sharp contrasts, the UIs versatility, and carefully selected color palettes support your success with the best possible accessibility and usability. Better accessibility through optimized contrasts and colors, suitable for colorblind and vision impared usersImproved readability through font optimization and stylingImproved usability through user flow optimizations in execution appsUnified visual design 1600960 710 KB image43223024 996 KB 1600897 108 KB 1600899 107 KB

With the announcement of the new Execution Management System software category, we have brought our design and user experience to the next level. As of November 19th 2020, Celonis has a new look and feel with improved usability and accessibility to all our cloud users. Our Inspiration Our brand new user experience strives to marry James Bonds professionalism with his inherent joie de vivre (but instead of serving Her Majesty the Queen, it serves our users). We want end-users to experience the EMS with sharp efficiency and delight. And just like a successful spy always has the right tools at their disposal, we believe so should our users with the Celonis EMS. To stick with the James Bond theme, have you ever wondered why the franchise has always been so successful? Its the simplicity and the patterns that repeatedly draw us back to the movie theaters. Execution apps, too, rely on repeatable patterns, narratives, and flows, to solve a large variety of business cases. Features and Benefits Our updated visual language includes crisp colors, clean typography, and new visual imagery to showcase our corporate identity while making the EMS a joy to use. Sharp contrasts, the UIs versatility, and carefully selected color palettes support your success with the best possible accessibility and usability. Better accessibility through optimized contrasts and colors, suitable for colorblind and vision impared usersImproved readability through font optimization and stylingImproved usability through user flow optimizations in execution appsUnified visual design 1600900 1600897 1126913

We recently launched a new execution application for A/R. The app focuses on collections management and offers ML-driven collections forecasting, intelligent customer prioritization based on likelihood to pay and invoice value, prescriptive automated actions for each role, and real-time data reporting. The app is purpose built for the A/R line of business - collections specialists, managers, and finance leaders - and expands our operational capabilities. For further information, please check out our product page at www.celonis.com to watch a short demo and download our datasheet. Control Center- AR19201080 328 KB Steering - AR19201080 244 KB Action - AR19201080 298 KB

Dear Celonis community,I want to make you aware of the fact that Process Connectors have moved to Event Collection recently:Event Collection Homepage893390 32.8 KBThis allows you to access Process Connectors right where you start setting up your data pipeline. Both the list of Connectors and the installation process have not changed.As always, we would be very happy to receive your feedback.Release Notes can be found in the help space.Best regards,Leonid

We recently launched the Execution Management System and with it three Celonis-developed Execution Apps and three partner-developed Execution Apps (you can check them out in our EMS Store). But there are potentially hundreds more Execution Applications and Instruments still waiting to be developed. Thats why we have brought all the powerful analytics and automation capabilities of the Execution Management System platform together into the user-friendly Celonis Studio, a low-code development environment that we released in beta mid of October 2020. The Studio allows you to build, publish, and distribute execution apps & instruments from a single low-code interface. The Business Views tab allows your organization to access the apps & instruments youve built. To build an app or instrument, citizen developers can use the following building blocks: Analyses to identify execution gaps in your process (available now!) Analysis1600806 161 KB Views to provide a tailor-made experience for your line of business personnel from executives to individual contributors (available on request) view1448919 132 KB Knowledge Models to incorporate business context such as KPIs and execution gaps (available on request) knowledge model19201080 174 KB Skills to address execution gaps through automation, tasks, and next-best-action recommendations (available end of November!) Skill with ML Router (1)1600880 197 KB The Studio is released to all EMS teams and available for everyone to get started with execution instruments (creating packages with analyses). Learn how to build execution instruments with this getting started guide. The capabilities to build execution apps (incl. Views and Knowledge Models) are available on request. But first, take a look and get familiar with the new concepts by taking the App Creator Training course, available on our LMS platform. Furthermore, you find the full Studio documentation here. To get more details on which functionalities, features, and components are released for the Studio check out the release notes here. Looking forward to your feedback regarding the Studio! All the best Sabeth, Product Lead Celonis Studio, & the entire Studio Team!

We recently released a major simple SAP automation feature in the Automation Engine that brings SAP automations in the Execution Management System to a new level. Set up SAP automations without any technical knowledge You can now simply select what to automate in SAP (e.g., changing the delivery date of a sales order). Celonis Automation Engine takes care of the technical part. Select Execute SAP Action Choose your Business Object e.g. Sales Order and the Action you would like to execute. Fill in the required inputs (that are automatically loaded for you) to complete the configuration. sap_action_2493785 36 KB Leverage 40+ pre-built SAP actions You can leverage 40+ out-of-the-box SAP automations to immediately implement common use cases and realize business value. Besides, also custom use cases and SAP actions are supported (Execute SAP Action (Advanced)). Learn more: LMS Training: Studio App Creator - Create Skills Dokumentation: Help Page