Demo Data Module Overview

What is the Demo Data module?

Case Management Studio ships with the Demo Data module, a pre-built, self-contained application that provides sample data packs that partners, solution consultants, customers, and implementation teams can load into the Case Management Studio Base application to support feature and functionality demonstrations. The demo data packs include a combination of configuration and transactional data with predefined case types, automation rules, tasks, task blocks, workflows, data, and sample Process HQ reports.

The Demo Data module also allows user accounts to generate test user accounts.

Once installed, the Demo Data module can be optionally run on partner and customer Case Management Studio sites.

What does the Demo Data module offer?

Greater control over case demo data

Whether you are an Appian partner or a delivery team member tasked with demoing Case Management Studio to new prospects or existing customers, having realistic case data is critical to facilitating a successful demonstration.

The Demo Data module gives you greater control over the sample data loaded into Case Management Studio. From the application home page, you can load two demo data packs:Fraudulent Transactions (DEMO) and Residential Permits (DEMO). Each pack consists of a single case category and two case types.

By selecting Load Data, realistic demo data including case categories, case types, tasks, task blocks, case workflows, data fields, sample cases, and sample Process HQ reports are loaded into the system. This serves as an invaluable reference point when building out your own use case on Case Management Studio.

You can view the status and details of any data load initiated in the Demo Data site by checking the Demo Data Load History Log.

Once the demo data load completes, you’ll find pre-staged summary pages for each case type, with each data field pertinent to that case type configured.

You can also retry to load the demo data in the Case Management Studio Base application if the initial load ever fails.

Create test users

Having the right test users can help you demonstrate key Case Management Studio features by simulating real-life usage. This allows you to demonstrate how the application performs in different scenarios.

By default, when you install the Demo Data module and select a demo pack to load, test users for the case worker and case manager personas are also loaded.

This gives you the ability to evaluate and demo various views, actions, and workflows relevant to the case worker and case manager. In addition, you can demonstrate access control based on specific roles and responsibilities.

Sample Process HQ reports

The Demo Data module includes pre-configured sample Process HQ reports that render on the Reports page in Workspace. These sample reports provide immediate visibility into core process metrics, allowing you to demonstrate the reporting capabilities of Case Management Studio without manual report configuration.

When you load a demo data pack, the following sample reports are available on the Workspace Reports page:

• Case Status: Displays the current status distribution of all cases in the system.
• Open Cases by Type: Shows the number of open cases grouped by case type.
• Most Open Cases by Employee: Identifies which employees have the highest number of open cases assigned to them.
• Average Processing Time by Employee: Shows the average time each employee takes to process and resolve cases.
• Case Duration by Type: Tracks how long cases remain open, grouped by case type.
• Submitted Cases by Type: Shows the volume of newly submitted cases broken down by case type.
• Open Cases by Milestone and Priority: Displays open cases organized by their current workflow milestone and priority level.
• Average Case Processing Time: Shows the overall average time from case submission to resolution across all case types.

Ready to get started?

See Installing Demo Data to install the Demo Data module with your Case Management Studio application and empower your team with the data tools they need to deliver powerful and compelling product demonstrations.

After installing, be sure to follow the setup steps to incorporate Demo Data with your Case Management Studio application.

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