automation 201

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Automation 201 Mike Notaro

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Presentation from Sourcecon 2011 Fall, presented by Mike Notaro.

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Page 1: Automation 201

Automation 201

Mike Notaro

Page 2: Automation 201

A bit about me

Ø Currently Reside in New York Ø  Sourcing Innovation Specialist for Accenture Ø Recruiting/Sourcing for 6+ years Ø My Passion is Problem Solving Ø  Previous roles:

–  Sourcer for Hewitt/AoN –  Sourcer for Coach Inc. –  Researcher for Deloitte –  Full Cycle Recruiter for The Horizon Group –  Full Cycle Recruiter for Candidates on Demand

Page 3: Automation 201

So Many Problems Ø  Problem: A matter or situation regarded as unwelcome

or harmful and needing to be dealt with and overcome.

Ø  Solution: A means of solving a problem or dealing with a difficult situation.

Ø Automation: the technique of making an apparatus, a process, or a system operate automatically.

Page 4: Automation 201

The Automation Process

ü How much time is wasted per day on this task? ü Do others have the same problem? ü What is at the core of my problem? ü How much time is required for solution development? ü  Is my solution portable?

Above all else ask yourself:

Why hasn’t this problem been solved already?

Page 5: Automation 201

Time Wasted vs. Worthy Cause

Ø  If my team is wasting more than one hour per day consistently for a lengthy period of time, it’s a worthy cause.

Ø  If producing a solution to a smaller problem will lead to solutions of other problem, it’s a worthy cause.

Ø  If I’m personally wasting more than two hours per day consistently for a lengthy period of time, it might be a worthy cause.

Ø  If it’s a temporary minor inconvenience that will be out of your way within a short period of time, it’s NOT a worthy cause.

Page 6: Automation 201

Do You Suffer Alone?

Ø  If you feel you’re wasting more than 2 hours daily on a task, then ask your team if they are too.

Ø  Identifying the problem and requirements to resolve it comes easier when working with a group as it allows you to see sides you hadn’t considered.

Ø  If more than 3 members on your team are struggling with the issue for a period of time longer than three months, escalate to find out why this issue has yet to be examined, or what the outcome was if it has been.

Page 7: Automation 201

What you’re losing?

If you’re losing one hour per day and you have a team of ten, collectively you’re losing:

–  10 hours per day –  50 hours per week –  2600 hours per year (325 Eight Hour Days) –  Est. Avg. Sourcer/Recruiter Contract Rate of $50/Hour –  $130,000 lost because of a simple process flaw Ask Yourself: How many years has this problem gone unresolved? How many other unresolved problems are there…?    

Page 8: Automation 201

The core of the problem

Ø Conceptualize the idea of a tool or service that would make your life easier and how it would do so.

Ø Google for existing products or solutions to your conceptualized model.

Ø  Break the problem down into individual elements, all the way down to the smallest motion and write them out in logical order. –  Common Problems:

•  Electronic/Software Deficiency •  Organizational Flaws and Miscommunication •  Flaw in Fundamentals/Practices •  Physical limitations

Page 9: Automation 201

Factors for development

Ø How much are you losing? Ø How much is the company losing? Ø How much spare time do you have? Ø Are you solving a problem for yourself or one to share

with others? Ø Your level of knowledge surrounding the problem. Ø What has your superior has said about the subject? Ø Has the problem has been escalated before and gone

unresolved? Ø  Is there available budget to purchase a solution?

Page 10: Automation 201

How much Time to spend in R&D?

Ø  If Google doesn’t turn up a quick fix for you, have someone else look for one. Syntax is key.

Ø  If you don’t find a complete solution, look to the individual components of your problem and find individual solutions.

Ø  Ask around in other places such a forums, twitter, and other social exchange platforms. Odds are if you’re having a problem, someone else is/was having it as well.

Ø  If it’s something terribly obscure, you might consider being a hero/fool and jumping in with a “Dummies” or “Idiots Guide”.

Page 11: Automation 201

Portable/transferable?

Ø Can you quickly and effectively training other individuals suffering the same problems?

Ø Does it take rocket science to implement with others?

Ø Can this solution be utilized by all computers/operating systems if electronic?

Ø How resistant to change is your team and are they willing to adopt and put in the time to learn?

Page 12: Automation 201

Something to Consider

Ø  If it’s software related, why not hire a programmer, tell him what you want built, and allocate a fixed budget for it?

Ø  $130k vs. $5-10k in development is well worth the time and money.

Ø Reaching out to other areas of your organization and integration into sourcing can lead to things you didn’t realize you had the ability to do.

Page 13: Automation 201

My Top 3 Solutions

1.  FireFox Addon Outwit

2.  FireFox Addon – iMacros

3.  FireFox Addon – FEBE

Page 14: Automation 201

Outwit Hub

Ø OutWit Hub breaks down Web pages into their different constituents. Navigating from page to page automatically, it extracts information elements and organizes them into usable collections.

Ø A fast and simply way to grab data and generate a list of leads with very little effort.

Ø Outwit Hub Free has limitations, however the paid version only costs $34.90.

Page 15: Automation 201

The Value of Outwit

•  Sitting there looking at a site full of profiles but the requirement to click on each one and copy/paste is terribly daunting.

–  Outwit Can Pull 1,000’s of profiles worth of data and arrange

them into an organized spreadsheet in seconds. –  Outwit can extract entire documents. –  Outwit can pull email addresses, tables, links, and images. –  Outwit is capable of digging through multiple pages of results

all the while pulling data as it goes.

Page 16: Automation 201

Outwit & You

Ø Consider visiting a website or forum that contains thousands of profiles of individuals gathered for what you’re sourcing for.

Ø  If there isn’t much detail to a profile, it wouldn’t normally make sense to spend the time copying and pasting all of them.

Ø With Outwit, you can do it in moments so why not have extra leads later on?

Ø Outwit is the CHEAPEST and most USER FRIENDLY scraper I’ve found.

Outwit = WIN

Page 17: Automation 201

how to Scrape  1)  Navigate in FireFox to the site you’d like to start scraping. Ex:

http://www.dreamincode.net/forums/

2)  Look for an click on a user profile link. ie: Skyhawk133

3)  Launch “Outwit Hub” from FireFox.

4)  Select “Scrapers” from the left hand menu/column.

5)  Click “New” to create a new scraper.

Page 18: Automation 201

how to Scrape

Name Each Row à

Use the “Find” feature to locate key words you’re searching for by example. à

Looking for “skyhawk133” à

Set what comes before what you’re looking for

Set what comes after what you’re looking for

<title> - Viewing Profile</title>

<title>skyhawk133 – Viewing Profile</title>

Page 19: Automation 201

how to Scrape  

Info you might like to grab… or not.

It can get a little repetitive depending on how much you’re looking to scrape

Once you’ve got them all squared up, be sure to save it and that the “Ok” boxes are checked off for the pieces you wish to extract

Page 20: Automation 201

Gathering Links to Scrape  

“View All” of his 346 friends? Sure, why not!

Page 21: Automation 201

Gathering Links to Scrape  Select “lists” from the right à hand column.

Select row if “Page Url” Contains http://www.dreamincode.net/forums/user/

Then click “Catch”

Page 22: Automation 201

De-duplicate  

Select All à

ßDelete All Cell Duplicates

Page 23: Automation 201

execution!  

Select All à

ß Apply Scraper

Page 24: Automation 201

Results!  

Now Just Go Ahead and Export to Excel, Find Another Profile to Grab, Rinse and Repeat!

Page 25: Automation 201

iMacros

Ø  iMacros is another addon for FireFox with Chrome and IE versions also available.

Ø  iMacros will save hours upon hours of your time handling repetitive data entry chores if you let it.

Ø  iMacros is as simple as operating the “Record” and “Play” button on your DVR/VCR.

Ø  iMacros can do LOTS of other stuff if you take the time out to really experiment and play with it.

Page 26: Automation 201

The Value of iMacros

Imagine having a desk of 15-30 positions open and all of the clicking, copying, and pasting required to effectively market each one daily.

–  All of the tweets to be sent. –  All of the groups to be posted. –  All of the standard forms to fill out in your ATS. –  All of the copying and pasting of items from web to

desktop application.

Page 27: Automation 201

iMacros & You

Ø  Now imagine a world where you only had to do each of these tasks one time, then replay them as needed with a double click of a mouse and not all the other typing/clicks.

Ø  Filling out time cards, posting jobs, sending tweets, done in an instant.

Ø  iMacros is EXTREMELY user friendly for the non-technical.

Ø  iMacros is FREE and works with FireFox, Chrome, and IE.

iMacros = WIN

Page 28: Automation 201

What iMacros Looks Like It’s basically a little with “Play”, “Record”, and “Edit” tabs.

Once ready to do what it is you need to do, click the “Record” button. à

When you’re done, click the “Stop” button”. à

Page 29: Automation 201

Keeping Track of your iMacros

Once you’ve finished recording, go to the “Play” tab and you’ll see a new item “#Current.iim”. That’s the macro you just recorded.  

If you “Right Click” on the macro you’ll see this menu. Select “Rename” and you’re all done.

In order to run your new iMacro, simply select it from the list and click “Play” then watch it run.

Page 30: Automation 201

Hands-Free iMacros

Ø  iMacros allows you to export your macros as bookmarks which can then be added to a scheduling agent such as “My Weekly Browsing Schedule” for FireFox.

Ø You don’t even have to be there so long as FireFox is open and your work will get done for you.

Right Click on Macro and chose “Add to Bookmark”

Click “OK”

Page 31: Automation 201

Open My Weekly Browsing and select “Add from Bookmarks”

Scroll down and select the Macro Added.

Set Dates and Times

Page 32: Automation 201

FEBE (Firefox Environment Backup Extension)

Ø  FEBE is a FireFox addon which allows you to export all of your settings, bookmarks, addons, etc.

Ø  FEBE allows others to then import all of those things into FireFox into individual profiles.

Ø FEBE also allows you to back up all of these things onto Box.net so you can always access your full FireFox if you’re without.

Page 33: Automation 201

The Value of FEBE

Imagine yourself as a new contractor still trying to get up to speed on everything.

–  All of the important links you need. –  All of the tools you left behind on your old laptop. –  Remembering all of the days/times things are required to be

submitted. –  Finding all the websites that may help you or be specific to your

new role. –  Organizing all of this while trying to make a good first

impression.

Page 34: Automation 201

FEBE & You Ø  Now imagine a world where you could have all of that done

within minutes of your first day.

Ø  Taking time out to organize a proper web browser might take a few hours or so, but in the end look how many man hours and how much stress you’ll save anyone on your team.

Ø  FEBE is EXTREMELY user friendly for the non-technical. individual.

Ø  FEBE is FREE and works with ALL versions of FireFox.

Ø  FEBE is Portable, Solves Issues for Many, Saves LOTS of time.

FEBE = WIN

Page 35: Automation 201

This is FEBE The items highlighted in yellow are the only items you’ll need for the entire export and import.  

The first thing you need to do is setup your options. à

Page 36: Automation 201

Setting Your Options

The items in yellow are all you need to be concerned with.

Once you’ve setup your options, click “Ok” and then select “Perform Backup” from the FEBE Options this time.

Once it’s complete the setup process is all finished and your export file will be in the folder designated in the “Where to Backup” tab of the Options menu.

Page 37: Automation 201

backing UP  Click on the “Where to backup” button then select the folder where you wish to save the exported file.

Close the Options and Click on FEBE again. Select “Perform Backup”.

Page 38: Automation 201

Importing FEBE Profile

To Create a New FireFox Profile, click the “Restore Profile” button. à

When this window pops up, chose the “Create New Profile” button and give your profile a name.

Next go to “Select local backup to restore” and navigate to the FEBE file to import.

Lastly, Select “Start Profile Restore”

Page 39: Automation 201

Testing Your New Profile Once your profile is imported, all that’s left is to go into “FireFox Start Options” from the Import Menu and select “Use Profile Manager”. It will then ask you to restart FireFox and when it loads up you’ll see a box like this.

Select the Profile you wish to load and click “Start FireFox”.

Page 40: Automation 201

Contact v  Michael Notaro v  Email: [email protected] v  Twitter: @MikeNotaro v  LinkedIn: MikeNotaro v  Google Voice #: 516.806.4519 v  Cell Phone #: 516.318.9893 v  Skype: Michael_Notaro

Page 41: Automation 201

Take-Away Materials

Page 42: Automation 201

OutWit Take-Away Bonus #1!

•  For Outwit Hub Pro Users: LinkedIn Profile Extract 1.  Download and Import the Scraper. 2.  Click on the “Links” button in the left hand Menu.

3.  Setup your link settings like this:

Page 43: Automation 201

Instructions (Continued)

4.  Click the Refresh Button. 5.  Click the “Load Next Page in Series” Button.

6.  Stop when you’re ready and remove the duplicate values from your “Catch” by right clicking on an item.

Page 44: Automation 201

Instructions (Continued)

7.  Go over to “Scrapers” and make sure you’ve “checked”/Enabled “Profile Extractor”

Page 45: Automation 201

Instructions (Continued)

8.  Right Click in your Catch Box and “Select All” Then Click “Apply Scraper on Selected URLs” and chose “Profile Extractor”

Page 46: Automation 201

Instructions (Concluded)

9.  Right Click on your fully extracted results list, “Select All” then Export to Excel.

Page 47: Automation 201

outWit “DreamInCode” & Linkedin Demo  

http://bit.ly/oRbiD9