| Process Mining is deprecated with Appian 24.2 and will no longer be available in an upcoming release. Instead, we encourage customers to use Process HQ to explore and analyze business processes and data. |
Before you embark on a process mining project, you may want to get a sense of the time and effort it will take. Process mining not only involves a significant amount of data and analysis, but also coordination and communication across your organization.
This page provides a high-level overview of what happens in a process mining project. Where applicable, we've listed the module you'll be using to complete that step.
To learn more about process mining in general and how Appian can bring you from knowing to doing, check out Process Mining or refer to the following diagram:
Your goals for process mining should align with corporate goals. The business problem you identify directly determines the data that is needed and who to involve on your team. Work with those stakeholders and process owners at your business to select a process to analyze. You'll also want to work with your system administrators and other IT decision makers to identify the data sources and sets that will provide you with the relevant information.
As part of the planning process, identify metrics that indicate success. For example, if the number of days it takes to fulfill an order is important, this is a metric you'll want to investigate during process mining.
Where? Mining Prep
To start, you'll want to get your data into Mining Prep, either by connecting a system or by uploading a file directly.
It's also recommended that you determine the viability of the data collected. If necessary, continue working with system administrators to refine data sets or gain access to additional data sets.
Where? Mining Prep
A transformation project is a space to organize building blocks that contain data sets and transformation actions.
Where? Mining Prep
Open the data set in Mining Prep to begin creating transformation actions. The guided experience makes it simple and predictable to prepare data for process mining.
During this step, you'll want to:
Transformation actions are a preview of how the data set will be changed in the next step, transform and load. With transformation actions, you can test and confirm your actions without changing the data set.
Where? Mining Prep
When you're finished with transformations, send the cleaned data to process mining for modeling and analysis.
Where? Process Mining
Process Mining visualizes the existing process for you as a discovered model. Use this model to see where common alternative pathways occur.
Where? Process Mining
Build a target model that represents how you want the process to be. You can then use Process Mining tools like root cause analysis and deviation insights to identify the differences between your current process and your ideal process.
Where? Process Mining
If you find that the data is overwhelming or not useful in the current format, you can filter the information for more targeted analysis.
Filters can help you analyze one data set in multiple different ways. Case attributes that you define during Mining Prep are available as filters in Process Mining and can be used as dimensions when creating charts in a dashboard.
Where? Process Mining
If you're looking to analyze the process more deeply, take a look at variants and deviations to see where the process occurred in atypical ways.
Variants and deviations can help provide additional insight into your key metrics. For example, if you notice it takes two more days to fulfill an order when a certain activity is skipped, this deviation might signal to you the activity needs to be changed.
Where? Process Mining
On the Insights page, Process Mining provides ideas into why some issues or patterns might occur.
You can conduct root cause analysis on this page to help identify what the underlying cause of a deviation may be.
Where? Process Mining
If you're responsible for sharing metrics on the process performance or other attributes, you can create dashboards to share with individuals or with your organization.
Based on your analysis and your business's priorities or abilities, you can identify a list of activities to change. Process Mining may provide you with many insights or ideas on how to improve your process. However, change may need to be implemented gradually, especially for larger organizations. Carefully plan how and when to introduce these process changes based on your project goals.
After you identify what to change and how, it's time to make the new or updated activities reality. Engage stakeholders and process owners to influence the process as needed.
Regularly evaluate if the new process is performing as expected. You can analyze those key metrics individually, or repeat process mining to continuously improve.
Process Mining, Start to Finish
