KPI Composer projects

KPI Composer is based on projects. Each project in KPI Composer consists of Key Performance Indicator (KPI) trees and the functional and technical definitions of all artifacts within those trees. You can create multiple projects.

The KPI Composer project UI provides you with a sequence of four tabs, each corresponding to a phase in your project:

Analysis

In this phase, you create a hierarchical tree of Business Goals, Critical Success Factors, and Measurements (or KPIs). Conceptually defining KPIs and mapping them to Goals and Success Factors produces a detailed functional specification of all required Performance Analytics configurations. This specification is vetted by the business sponsors and provides a clear direction to the technical implementers.

Dashboard Design

In this phase, you create a design specification for one or more Performance Analytics dashboards. Use the Dashboard Visualization tab in presentations early in your implementation to get timely feedback, so when your project is complete, the dashboard viewers get the visualizations they expect.

Data Definition

In this phase, you provide technical specifications for Performance Analytics Indicators that match the KPIs that you defined during Analysis. You can link the KPIs to appropriate Performance Analytics indicators that already exist or that you create later.

Review

In this phase, verify the design components in your project, run a system definition health check, and generate a task list for implementing the project in Performance Analytics.

1. Create a KPI Composer project
   As the first step in using KPI Composer, create a project.
2. Define properties for a project
   In the Project Properties, you can associate knowledge articles, owners, and contact persons with the project.
3. Add personas to a project
   Each project has several personas with different roles in the Performance Analytics solution that you are designing. A persona is a role within your company, such as service desk manager or service owner.
4. Group data by breakdown definitions
   Each project can have a set of breakdown definitions that you can use to group the data in KPIs. These breakdown definitions provide the specifications for Performance Analytics breakdowns that you eventually create.
5. Write journal entries for a project
   Keep track of your KPI Composer project with journal entries
6. Share a KPI Composer project
   You can share a KPI Composer project that you own or that you are responsible for. You can provide the user with either read-write or read-only access.
7. Export a KPI Composer project
   To copy a KPI Composer project between instances, first export the project as a JSON file.
8. Import a KPI Composer project
   If you have an exported KPI Composer project, you can import it to your instance.