Analyzing and getting process insights

Visualize and analyze your business flows from automated process data, and act on those insights.

Summary and insights page

In addition to having a visualization of your process, you can also see interesting facts which can help improve it. Process Mining uses rules and cluster analysis of connections, activities, and routes to deliver these calculated insights to you. From the Summary and insights page, you can access statistically relevant findings on such metrics as speed, quality, and cost impacts to your business. You can view an overview of the improvement opportunities as well as a detailed report. You can also create a new finding rule for the project from here.

Analyst workbench page

To better analyze your business process, refine the process map generated from your project data. You can refine a map from Analyst workbench. From the workbench, you can further analyze two projects side by side, collaborate on improvement initiatives, and view metrics.

Note:

Analyst workbench can be accessed only after a project has been configured and its data generated into a process map.

From either the page or workbench, you can perform such tasks as cluster and process analyses.

• Viewing business insights
  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.
• Select view for a graph
  Choose to view the graph from the perspective of any one activity definition or all activity definitions set for the project.
• Refining a process map
  View your visualized workflow project for insights and improvement opportunities in your business process.
• Filtering project data
  Apply filters to refine and drill into specific aspects of your process map.
• Viewing metrics and activity transitions
  View metrics and activity transitions you have defined.
• Adding notes to a project
  Add, view, and remove notes for a project to help manage tasks, ideas, and insights. Tag others to notify them to view a note.
• Export a process to Playbook
  Export a process to Playbooks to use the advanced features available from Workflow Studio to improve your processes. This feature works with Now Assist.
• Comparing projects
  Comparing projects side by side enables you to investigate performance differences or deviations from an ideal route.
• Automated root cause analysis
  Find where and why inefficiencies occur within your processes using automated root cause analysis.
• Cluster analysis
  When identifying an activity, connection, improvement opportunity, or route as a potential bottleneck, view clusters of keyword descriptions and assignment groups to gain insights.
• Intent and activity analysis
  The Intent and activity analysis automates the extraction and interpretation of work notes, enabling analysts to understand task patterns, identify rework, and uncover automation opportunities across end-to-end processes.
• Work notes analysis
  Work notes analysis helps you understand the operational reasons behind activity transitions, as recorded in work notes and comments. Typical examples include transitions from resolved to work in progress or changes in assignment groups, such as from service desk to specialist group.
• Idle time analysis
  Idle time analysis focuses on the periods when a case is assigned to a team but not yet assigned to a specific resource. This is the time during which the case remains inactive, waiting for someone to take action.
• Touchpoint analysis
  Touchpoint analysis studies specific record updates within a process to identify areas of high interaction. This enables process optimization by surfacing opportunities for automation, ultimately improving performance and lowering operational costs.

Related tasks

• Create a project or template using Project Builder