Process Scorecards
This content applies solely to Process Mining, which must be purchased separately from the Appian base platform.

This page describes process scorecards and how to use them in Process Mining.

What are process scorecards?

Process scorecards allow you to track, analyze, and share performance trend summaries for multiple processes. Scorecards automatically assign processes both a score and corresponding status to let you know at a glance how they are performing against expectations.

Process scorecards are a great way to report on performance trends and health for your mined processes. Each scorecard is a high-level overview of how your processes are performing against case duration key performance indicators (KPIs). The custom performance objectives that you configure are the basis for automatic scores that are given to each process. You can view these scores as an average or as a historical trend over a configured time frame.

Once you've created a scorecard, you can then easily share it with key stakeholders and managers to summarize performance trends for your mined processes.

How are processes scored?

The score is the percentage of cases that are within the case duration threshold and time frame that you configure. Case duration is the amount of time a process instance or case takes to complete from the first activity through the last activity.

The status is determined by the percentage of cases that fall within boundaries you configure, and this indicates whether action is necessary to resolve performance issues. You can configure these boundaries independently for each process.

Statuses' boundaries

The following table indicates the default statuses and corresponding boundary ranges:

Status Score Boundary (Default)
Good Greater than or equal to 80%
Needs Attention From 79% through 41%
Critical Less than or equal to 40%

Manage process scorecards

You can add, edit, share, and delete process scorecards from the management hub.

To view process scorecards:

  1. Sign in to Process Mining.
  2. In the management hub, go to PROCESS SCORECARDS.
  3. Click the scorecard name that you want to view.

Process scorecards

If your list of scorecards is long, you can search for a scorecard name in the Search field.

Create process scorecards

Process scorecards allow you to view and share performance trends for multiple processes.

To create a process scorecard:

  1. Click Management Hub in the sidebar.
  2. Go to PROCESS SCORECARDS.
  3. Click NEW.
  4. Select Performance.
  5. Click NEXT.
  6. Select one or more event logs that correspond to the processes you want to track. If there are many logs, you can refine the list with the Search field.

    Appian recommends adding no more than 10 logs to a single scorecard for readability and performance.

  7. Click NEXT.
  8. Set the case duration threshold for each process in the date and time fields. For example, 1 in y and 6 in mo is a threshold of 1.5 years. Your thresholds can be precise down to the millisecond (ms). See How are processes scored? for more information.
  9. Use the boundary slider to set the range of score thresholds. These boundaries define which status displays next to each process.
  10. Click NEXT.
  11. Configure the remaining scorecard information:
    • Name: The name that displays on the Process Scorecards page.
    • Description: The description that displays on the Process Scorecards page.
    • Time frame: Filters the scorecard data to a specific range of dates.
    • Group by: The dimension used to calculate the number of cases within the threshold.
    • View: Select Graph or Metrics. Graph displays the score over the time frame on a line graph. Metrics displays the score and status in a table.
    • Metric: Average case duration by default.
  12. Click SAVE.

You can temporarily edit the time frame, view, and grouping for the scorecard at any time from the configuration pane for exploratory purposes. To make permanent changes, click ADJUST CONFIGURATION and edit the scorecard's details.

Configuration pane view options

Edit process scorecards

To edit an existing scorecard:

  1. Click Management Hub in the sidebar.
  2. Go to PROCESS SCORECARDS.
  3. Select a process scorecard.
  4. Click the button that corresponds to the action you want to take:
    • EDIT NAME: Change the scorecard's name.
    • EDIT DESCRIPTION: Change the scorecard's description.
    • CONFIGURE: Change the scorecard configuration such as which logs to include and the performance thresholds. See Create process scorecards for more information about configuration options.

While you are viewing an existing scorecard, you can edit it from the configuration pane by clicking ADJUST CONFIGURATION.

Share process scorecards

Sharing process scorecards is a great way to report high-level overviews of process performance to managers or other process stakeholders. You can share your own scorecards, but you can't share scorecards that were shared with you.

Make sure that the users you share a scorecard with have access to the underlying event logs. Otherwise, they won't see all of the information in the scorecard.

To share a scorecard:

  1. Click Management Hub in the sidebar.
  2. Go to PROCESS SCORECARDS.
  3. Select a process scorecard.
  4. Click SHARE.
  5. Select the radio button that describes with whom the scorecard should be shared:
    • If you want to share with your entire organization, select Share with whole organization.
    • If you want to share with specific users, select Share with individual users (default).
  6. If you selected Share with individual Users, select the checkboxes next to the users in the list.
  7. Click SAVE.

pm-share-model

To stop sharing a scorecard:

  1. Click Management Hub in the sidebar.
  2. Go to PROCESS SCORECARDS.
  3. Select a process scorecard.
  4. Click UNSHARE

While you are viewing an existing scorecard, you can share it by clicking SHARE SCORECARD To stop sharing a scorecard, click UNSHARE SCORECARD.

Delete process scorecards

To delete a scorecard:

  1. Click Management Hub in the sidebar.
  2. Go to PROCESS SCORECARDS.
  3. Select a process scorecard.
  4. Click DELETE.

If you select Delete, the scorecard will delete without warning. Once you've deleted a scorecard, you cannot restore it.

Analyze process scorecards

A process scorecard groups one or more processes into a single performance summary including each process's name, score, status, and view. You can edit the time frame, view, and grouping from the configuration pane to analyze your scorecard in different ways. These options allow you to explore your data and won't update the scorecard's permanent configuration:

  • Time Frame: Filters the scorecard data to a specific range of dates.
  • View: Select Graph or Metrics. Graph displays the score over the time frame on a line graph. Metrics displays the score and status in a table.
  • Group by: The dimension used to calculate the number of cases within the threshold. This correlates with the x-axis of the line graph or the column headers for the Metrics view.

If you are the owner of the scorecard, you can copy changes you make from the configuration pane to the scorecard configuration by clicking ADJUST CONFIGURATION. You need to edit the scorecard details through the wizard to make permanent changes.

Scorecard view

You can visualize a process's score over time with either a Graph or Metrics view.

The Graph view is enabled by default. This view is particularly helpful for identifying trends in your processes.

Graph view

When you want to dig into more details, you can switch to the Metrics view. This view makes it easier to see the process scores and average case duration for each period of the selected time frame. For example, if you group by Month, the scorecard displays the specific scores and average case durations that apply to each individual month.

A case applies to the time period in which it starts, even if it ends in a later time period. For example, if a case starts in January and ends in February, its data will display in January only.

Metric view

Open in Github Built: Thu, Dec 01, 2022 (03:25:20 PM)

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