|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.
Process scorecards allow you to track performance or savings metrics for your mined processes. Scorecards are designed to be simple to analyze and share with others. When you add event logs to refresh your data, you can continuously revisit associated scorecards to track your latest progress towards performance or savings goals.
Performance scorecards allow you to track, analyze, and share performance trend summaries for multiple processes. Performance scorecards automatically assign processes both a score and corresponding status to let you know at a glance how they are performing against expectations.
Performance 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 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.
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 case or single occurrence of a process 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.
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%|
Performance scorecards allow you to view and share performance trends for multiple processes.
To create a performance scorecard:
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.
1in y and
6in mo is a threshold of
1.5years. Your thresholds can be precise down to the millisecond (ms). See How are processes scored? for more information.
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.
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:
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.
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.
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.
Savings scorecards allow you to calculate, track, and share cost savings that result from implementing a new, more efficient process. When compared with your previous process, you may find that your current process costs less due to new efficiencies. This is especially true when you take advantage of our unified low-code suite to discover optimization opportunities with Appian Process Mining and when you leverage our automation capabilities to reduce manual work.
You can also set a savings goal and continuously track your progress towards it.
When you are creating a savings scorecard, you’ll need to be mindful about the difference between your previous and current process costs.
The values you enter for your previous and current processes should represent average costs. For your previous process, you'll enter the average cost per case. For your current process, you'll enter the average cost per activity, which will sum to a cost per case.
The current process effective date should represent the point in time you switched to your current process. We'll calculate your savings from this date forward.
Savings are calculated by comparing how much your previous process cost compared to your current process. If your current process costs less, your savings will increase each time it executes. Process Mining determines how often your current process activities run based on the event log you select. This is important because activities can occur at different frequencies for different variants of your process.
The following graphic illustrates an example scenario and savings calculation:
You need to provide the average cost to run your previous process and the average cost to run each activity in your current process. Process Mining will calculate the rest for you.
Based on the previous example, you'd input the following value when creating your scorecard:
PREVIOUS PROCESS COST:
CURRENT PROCESS COST
In this example, the previous process cost $50 to execute; the current process cost $32 for the first case and $39 for the second case.
Let's break down the savings calculation after two process executions:
|Case||Activity 1||Activity 2||Activity 3||Calculation||Process Cost|
Total current process costs = $32+$39 = $71
Total previous process costs = $50+$50 = $100
Total savings = $100 - $71 = $29
Savings scorecards allow you to calculate and share cost saving trends for a process that you enhanced.
To create a savings scorecard:
Savings scorecards are broken into four main sections:
The header displays the scorecard name, the range of dates for the data in the scorecard, and what time frame is used to group data on the scorecard.
To adjust the time frame used to group data, select Year, Quarter, Month, Week, or Day from Group by. In the following example, the scorecard is grouped by Month, so the data is broken up by month. As the time frame for your data increases, you may find it easier to interpret the chart with Quarter or Year groupings.
The charts section displays a chart representing your savings and a GOAL PROGRESS section tracking your progress towards the savings goal you set. The GOAL PROGRESS section only displays if you set a savings goal.
The chart is grouped on the x-axis by the time frame you set in the header. The y-axis represents the amount you've saved. The columns indicate how much you saved in each time frame, and the line indicates the total savings over time. The gray dotted line and columns indicate how much Appian expects you'll save based on your current data.
The GOAL PROGRESS section tracks your progress towards your Savings Goal and Goal Date. If you are projected to achieve your savings goal:
If you eventually achieve your goal behind schedule, in other words after your goal date, the time displays in blue.
The timeline in GOAL PROGRESS gives you a new perspective to visualize and track your progress towards your savings goal. In this example, you achieved your savings goal of $800k on Aug 30, 2022, two days ahead of your Goal Date you set as Sep 1, 2022. The timeline indicates if the value is:
The metrics section displays glanceable information about your:
The footer displays:
You create, edit, share, and delete process scorecards from the management hub.
To view process scorecards:
Go to PROCESS SCORECARDS in the management hub to create a new savings or performance scorecard.
To edit an existing scorecard:
While you are viewing an existing performance scorecard, you can click ADJUST CONFIGURATION to edit it from the configuration pane.
While you are viewing an existing savings scorecard, you can click CONFIGURE SAVINGS to edit its configuration.
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:
To stop sharing a scorecard:
To delete a scorecard:
If you select Delete, the scorecard will delete without warning. Once you've deleted a scorecard, you cannot restore it.