Process Optimization Best Practices

[Manjeet Singh]

Process Optimization Best Practices Checklist

Step 1: Set up Process Optimization on your instance

• Request and activate Process Optimization Plugin.
• Assign Process Optimization roles

Step 2: Integrate applications

• Integrate Process Optimization and Performance Analytics applications

Step 3: Optimize workflows

• Define new process model
• Configure a linked process
• Configure breakdown definition
• Define a child or related table
• Mine the process

Step 4: Process insights & analysis

• Analyze your process
• Explore and compare routes
• Add notes and collaborate
• Compare process models

Step 5: Create and track optimization tasks

• Create an improvement initiative
• View initiative and progress
• Capture business value over a period of time.