Viewing business insights

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • View key information about your business process from the Summary and Insights page. See goals and performance indicators, and get insights on the improvement opportunities.

    The Summary and Insights page shows opportunities for optimizing your process. You can see the following snapshots.
    • Met or unmet goals and KPIs
    • Improvement opportunities overview
    • New improvement opportunities
    Figure 1. Goals and KPIs
    Note:
    The Goals and KPIs section is available with the integration of Performance Analytics.

    The Goals and KPIs section is configured from the UI Builder.

    From the Goals and KPIs section, choose a visualization to analyze indicator details more closely from the KPI Details view. KPI Details shows you trends, predictions, breakdowns, and associated records for a specific indicator. The KPI Details page leads you to deeper information behind your key performance indicators.


    Summary and Insights - Goals and KPIs example
    Figure 2. Improvement opportunities overview
    From the Improvement opportunities overview section, you can see opportunities sorted by category, type, and KPIs in three different cards.
    Summary and Insights - Improvement Opportunities overview examples
    The rules that you configure discover business findings. For example, you might configure rules which show:
    • records that went directly into a Closed or Resolved state
    • reworked records with solutions that customers didn't accept, or whose states changed from 'Resolved' to 'Work in progress' status.
    • wrong or many group assignments
    Select a combination of these insight categories to show on the dashboard.
    • Quality
    • Performance
    • Conformance

    From each insight, you can request or view a completed cluster or process analysis, then view from the workbench the completed cluster or model.

    To generate a project for a selected insight, select on the card to get to the Analyst Workbench for the card data. When the project becomes available to view, select View Process analysis.

    Figure 3. Bottleneck Analysis

    From the Bottleneck Analysis section, you can see identified bottleneck sources discovered in your process records.


    Summary and insights - Bottleneck analysis showing transitions
    Select a breakdown to refine the routes list, then sort the list by:
    • Unique Occurrences
    • Total Duration
    • Avg Duration
    • Max Repeat Occurrences
    • Total Occurrences
    Figure 4. Bottleneck Analysis - Breakdowns

    Bottleneck Analysis by breakdown

    Select View in Workbench to view the project for the selected transition.

    Figure 5. Variation Analysis

    All routes for a process show in the Variation Analysis section. You can sort the order for routes by highlights, number of records, average duration, or steps.


    Variation analysis showing variation of routes

    Select View in Workbench to view the project for an individual route.