The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply. |
Welcome to Process HQ! These pages describe how different users in your organization can support or leverage Process HQ.
Analyze Processes and Data in Process HQ
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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:
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.
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.
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:
System administrators assign users to the appropriate groups, so those users can:
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 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.
Note: Certain Process HQ capabilities are only available in select environments and regions. Review Process HQ availability.
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.
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 |
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Technical Users |
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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 |
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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 |
Based on their user role, users can perform the following tasks in process insights:
Process HQ is organized into the following pages:
Page |
Description |
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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. |
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Business users can explore business processes to understand the current performance and identify ways to optimize that performance in the future. |
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Business users can explore their data fabric and build custom reports. |
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Data governors can assign data stewards to record types directly in production, and data stewards can review which record types they have access to. |
Process HQ capabilities are available in select environments:
Review the feature's compliance to ensure it aligns with your organization's security requirements.
Process HQ