Task Mining

Task Mining is the process of capturing and analyzing how users interact with software applications and web pages. The Task Mining Client software runs on user machines and captures user interactions with software applications and websites at a very granular level.

Analyzing the captured Task Mining data lets you understand how specific tasks are performed, which applications and websites employees use when working and helps you identify process inefficiencies and automation opportunities.

For more information, see our free course on Task Mining basics.

While Process Mining extracts business data from transactional systems, Task Mining generates detailed data from user actions. Analyzing this data gives you a clear picture of the actions users actually take when they perform their day-to-day tasks.

 Using Task Mining in conjunction with other Celonis Platform functionality gives you the most detailed view possible of your processes and how users interact with them.

You could, for example, create a BPMN model of your process using Celonis Process Management before analyzing and refining your process with Process Adherence Manager. An Action Flow could in turn be triggered if any issues occur, with Orchestration Engine automatically flagging the issue with a manager.

Adding Task Mining would let you see exactly how users perform the process, down to the text they enter at their keyboards and any websites they visit. The Task Mining data is displayed in the Workforce Productivity app and lets you analyze, for example, how long a specific process takes different employees to perform or how many hours teams spend using different business applications or websites. 

By capturing and analyzing Task Mining data, you can make process improvements based on actual user behavior.

Task Mining can capture data about user interactions with software applications like Microsoft Office, Google sheets and Adobe Acrobat, as well as (optionally) taking screenshots of user desktops and capturing data from websites. Simple configuration of the Task Mining software also lets you allowlist or denylist specific applications and/or URLs to specify whether Task Mining data is or is not captured.

Advanced privacy features ensure only relevant user interaction data is captured, sensitive data is hidden and only approved individuals can view this information. You have full control over which potentially-sensitive data is sent to the Celonis Platform and which data is redacted and pseudonymized before sending. Users must consent to the capture of Task Mining data and can manually turn data capture off at any time.

For more information, see Task Mining data privacy and security.