Process HQ

Welcome to Process HQ! These pages describe how different users in your organization can support or leverage Process HQ.

About Process HQ

Knowledge is vital to making strategic decisions and driving operational efficiency. Gaining that knowledge requires visibility into your business data and processes, and that can be a challenge when dealing with disparate systems and complex operations.

Process HQ is a new workspace where business users can gain unprecedented visibility into their enterprise data and processes. Combining the latest technologies in data fabric, process mining, machine learning, and generative AI, Process HQ gives users the power to explore data and identify timely insights they can use to optimize their business.

Process HQ has two main capabilities:

• Process insights: Explore business processes by viewing an analysis of how the process actually works in the real-world. Users can follow an AI-powered guided experience to drill deeper into the details and uncover potential improvements and savings.
• Data fabric insights: Explore enterprise data and build custom reports and dashboards to answer common business questions. Users can then access new insights with Appian AI Copilot, a conversational AI assistant that makes data analysis faster and more accessible.

Once business users identify new insights in Process HQ, they can share those findings across their organization to collaborate and optimize even their most complex processes, as well as make more informed, data-driven decisions.

Who can use Process HQ?

Business users

Process HQ is tailor-made for business users, ranging from analysts to executives. These users are typically familiar with the data and processes that make up their organization, but do not have experience developing in Appian. With Process HQ, they don’t need developer experience; instead, they can explore their processes and business data and collaborate on what they find—all in one place.

The work these business users do in Process HQ is supported by the more technical users listed below.

Developers

Low-code developers prepare and secure data for Process HQ. These users are familiar with the data and applications that make up their business, and use that knowledge to:

• Connect to process data and prepare that data for process insights. If they have an understanding of the business process, they can also determine who can add a process using that data.
• Prepare and secure data for data fabric insights.

System administrators

System administrators assign users to the appropriate groups, so those users can:

• Access Process HQ.
• Create reports and dashboards.
• Control who can add processes.

Data governors

Data governors determine who can build processes in process insights, and which record types are available as datasets in data fabric insights. These users help accelerate process and data exploration by managing record type access directly in Process HQ. This eliminates the need to wait for a developer to update and redeploy record types. Instead, with just a few clicks, data governors can enable the appropriate users to immediately start adding processes or building reports using that data.

Data stewards

Data stewards add, edit, and secure processes. These are trusted users who have a strong understanding of the business process and how the data is modeled across applications. They can easily discern what data is relevant or sensitive for process exploration, which helps them configure and secure data for business users.

Access Process HQ

To access the Process HQ workspace, you must be a member of the Process HQ Users system group. By default, all users are members of this group, but system administrators can restrict access as appropriate.

Users can access Process HQ by clicking the navigation menu and selecting Process HQ.

Additional permissions are required to allow users to access process insights and data fabric insights.

Access process insights

Based on their user role, users can perform the following tasks in process insights:

	System Admin	Developer	Data Governor	Data Steward	Process Analyst	Process Viewer
Technical Users
Grant access to Process HQ
Assign data governors
Connect to process data
Prepare process data
Assign data stewards to record types
Add, edit, or delete a process
Grant access to processes
Rename process attributes
Update a process
Business Users
Add, edit, or delete a process view
Add, edit, or delete a KPI
View a process view
Start an investigation
Save an insight
View a saved insight
Comment on a saved insight
Configure the executive dashboard
View the executive dashboard

Access data fabric insights

Based on their user role, users can perform the following tasks in process insights:

	System Administrator	Data Governor	Developer	Report Creator
Grant access to Process HQ
Assign report creators
Assign data governors
Manage which record types are available as datasets
Secure record types for report creators
Prepare data for report creators
View datasets
Build reports
Build dashboards
Share reports and dashboards
Chat with AI Copilot for reports
Chat with AI Copilot for data fabric

How Process HQ is organized

Process HQ is organized into the following pages:

Page	Description
Home	Business users can start exploring the most recently opened processes or datasets that make up their enterprise, create new dashboards, or view, edit, and share existing reports and dashboards.
Process Insights	Business users can explore business processes to understand the current performance and identify ways to optimize that performance in the future.
Data Catalog	Business users can explore their data fabric and build custom reports.
Data Governance	Data governors can assign data stewards to record types directly in production, and data stewards can review which record types they have access to.

Availability

Process HQ capabilities are available in select environments:

• Process insights is only available for Cloud customers at this time. Self-managed customers, Appian Government Cloud, and GovCloud (US-West) customers cannot access this capability. Process insights is not offered as part of a high-availability configuration.
• Data fabric insights is available for all Cloud and self-managed customers.

Review the feature's compliance to ensure it aligns with your organization's security requirements.

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