Configure the Executive Dashboard

This page applies to business users. It describes how to configure strategic process metrics for an executive-level audience in a process view.

Overview

Process insights allows you to easily access a detailed analysis of your process data, so you can explore your process and identify insights that ultimately lead to process improvements. That's why, when you open the process view, the Summary tab presents you with a rich display of key performance indicators (KPIs), charts, and summary lists. There's a lot there to get you digging deeper!

However, that level of analytical detail isn't always useful when you're presenting to the decision-makers in your organization. To make those presentations easier, you can configure an executive dashboard for each process and add important business context to the KPIs most relevant to your executive stakeholders.

To view the executive dashboard, go to a process view, then go to the Executive Dashboard tab.

This tab consists of the following sections:

• KPIs
• Activities

KPIs

The KPIs section of the Executive Dashboard tab contains KPIs that are likely to have strategic value to your organization.

For example:

This section provides the following KPIs:

KPI	Description
Average Case Duration	How long (on average) cases in this view take.
Total Cost	The total cost of all activities in the view. This KPI is empty until you define the activity costs for the process.
Overall Conformance Rate	The percentage of cases in the view that are occurring in the expected order. This KPI is empty until you define the expected activity order for the process.
Automation Rate	The percentage of activities in this view that were performed by an automation. This calculation is based on the number of events with an Automation attribute.

Activities

The ACTIVITIES section displays statistics for each activity in the process view.

This section has a grid display and a chart display.

Grid display

The grid display consists of a list of activities and activity-related statistics.

For example:

The ACTIVITIES grid contains the following columns:

Column	Description
Activity	The activity for which the statistics are calculated. An activity is the action that occurs in your business process.
Duration	How long (on average) the activity takes when it occurs in cases in this view.
Case Count	The number of cases where the activity occurs.
Cost	The total cost of all occurrences of the activity. This calculation is based on the individual activity costs defined for the process.
Conformance Rate	The percentage of activities in the view that are occurring in the expected order. This calculation is based on the expected activity order defined for the process.
Automation Rate	The percentage of activities in this view that were performed by an automation. This calculation is based on the number of events with an Automation attribute.

Chart display

The bubble chart format allows you to identify activities that could benefit from improvement at a glance.

The chart displays information about the total cost of activities in relation to the percentage of activities that did not follow the expected sequence order.

The bubble chart is only available if activity costs and the expected activity order are defined for the process.

For example:

The ACTIVITIES chart contains the following elements:

• Total Cost (Y-axis): The total cost of the activity.
• Conformance Rate (X-axis): The conformance rate of the activity.
• Bubble: Each bubble represents an activity. An icon in the bubble represents the automation type based on Automation Type attributes. The size of the bubble reflects how often the activity occurred in all cases in this view.

Hover over a bubble to see:

• The name of the activity.
• The percentage of activities that conform to the expected sequence order in this view.
• The total cost of all occurrences of this activity.
• The number of times the activity occurred in all cases in this view.

For example:

Toggle between displays

To toggle between the displays, click the icon in the top right corner of the section.

The toggle is only available if activity costs and the expected activity order are defined for the process.

Define activity costs

Your organization spends money each time an activity occurs in a process. Once you've estimated what each activity costs to complete, process insights can calculate the total cost for all activity occurrences in the current view.

You only need to define activity costs once per process. You can add or change costs within any view associated with the process, but keep in mind that any changes you make apply to all views of the process.

To define activity costs for a process:

1. In the Executive Dashboard tab, click the edit icon on the Total Cost KPI. The Define Activity Costs dialog displays.

   

   

   This dialog lists each activity that occurs in cases in the current view.
   
   

2. From the Currency dropdown, select the currency to use when displaying costs.
3. For each activity listed, enter an estimated cost.
4. Click SAVE.

Define the expected activity order

The order in which activities occur can lead to the best outcome for your process—or the worst. For example, repetitions of an activity can signal rework. To identify these undesirable business outcomes, process insights lets you define the order in which you expect activities to occur in your process. Once you've defined the right order of activities for your process, process insights can calculate the rate at which activities in your process are conforming to your expectations.

You only need to define activity order once per process. You can add or change activity order within any view associated with the process, but keep in mind that any changes you make apply to all views of the process.

To define the expected activity order:

1. In the Executive Dashboard tab, click the edit icon on the Overall Conformance Rate KPI. The Define Expected Activity Order dialog displays.

   

   

   This dialog lists each activity that occurs in cases in the current view.
   
   

2. For each activity listed, select an expected sequence:

   Expected Sequence	Description
   Any activity can follow except for itself	Select this option if the activity should not immediately repeat. No action is needed on the Specific Activities list.
   Any activity can follow	Select this option if any activity can follow this activity. No action is needed on the Specific Activities list.
   No activity should follow	Select this option for the activity that represents the end of the business process. No action is needed on the Specific Activities list.
   Only specific activities should follow	Select this option to set the expected sequence order. Then, from the Specific Activities list, select one or more activities that can appropriately follow the activity.

3. Click SAVE.

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