Analyst Workbench

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
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    Summary of Analyst Workbench

    The Analyst Workbench is a key feature in ServiceNow that allows users to visualize and analyze business process workflows effectively. It provides tools for managing visualizations and performing detailed analysis tasks directly from a project's dashboard.

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    Key Features

    • Accessing the Analyst Workbench: Navigate to All > Process Mining > Process Mining Workspace to open a project and access the Analyst Workbench.
    • Breakdown Filters: Create, delete, and set advanced filter conditions. Apply filters to parent tables and view statistics for both parent and child tables.
    • Variation Analysis: Analyze routes taken by records, including case counts, average durations, and steps involved. Highlight specific routes on the process map for further analysis.
    • Process Map: Visualize your project’s business processes with the ability to drill down into details. View KPIs, and access additional information about nodes and transitions through modal windows.
    • Investigative Tools: Use the Investigate dropdown to run cluster analysis, root cause analysis, or apply transitions, all supported by scheduled background tasks.

    Key Outcomes

    By utilizing the Analyst Workbench, ServiceNow customers can gain deeper insights into their business processes, optimize workflows, and enhance decision-making through data-driven analysis. The ability to visualize routes and apply filters helps in identifying inefficiencies and areas for improvement, ultimately driving better business outcomes.

    View the visualized process map with tools for managing visualizations and perform analysis tasks from a project's dashboard.

    Access the Analyst Workbench

    From the Analyst Workbench, you can access visualized process workflow data and tools for analyzing the data.

    To access the Analyst Workbench:
    1. Navigate to All > Process Mining > Process Mining Workspace.
    2. Open a project, and navigate to Analyst Workbench.
    Analyst workbench view

    Breakdown filters

    Use the Breakdown Filters tab to create and delete filter sets, and set advanced filter conditions.

    View breakdowns for different elements using the Selected table drop-down, or selecting elements within the process map.

    Note:
    You can apply breakdown filters only on parent tables. However, the breakdown statistics are available on both child and parent tables.
    Breakdown filter tab within the Analyst workbench

    Use the Filter Breakdown icon (Filter breakdown) to filter your breakdowns based on criteria you select in the filters.

    Breakdown filter tab within the Analyst workbench
    Use the Transitions button to define advanced filters on your transitions. For details on this process see Apply a transition filter on an activity.
    Add activity conditions using the Transitions filter

    Variation analysis

    Use the Variation Analysis tab, to view the routes taken by your records, the number of cases, average duration, and number of steps involved in each route. Select a route to highlight the route in the process map.

    View analysis for different elements using the Selected table drop-down, or selecting elements within the process map.

    Breakdown filter tab within the Analyst workbench

    Process map

    Use the Process map to view a visualized map of your project. Within the map, you can drill down into your business process to better understand and optimize them. The process map also displays routes according to the KPIs you want to view or measure.

    Breakdown filter tab within the Analyst workbench

    Select a node or transition line within the map to view additional details about the selected item in a modal window to the right.

    These windows contain bar chart histograms displaying additional information.
    • Select a node to view distribution or repetition information.
    • Select a transition line to view duration or repetition information.

    Select a bar, and select Apply as filter to filter by these results.

    For more information on using this tool, Refining a process map.

    When you select a node, the modal window displays the outgoing and incoming distribution of records via the selected node.

    This is displayed in the Records from and Records to collapsible sections.

    From the Investigate dropdown, you can also view the relevant records, run cluster analysis, root cause analysis, or apply a transition. These tasks are run using scheduled tasks that run in the background.

    Details of a node or transition line

    Records from, to, and Investigate options in Analyst workbench

    Note:
    You can reproduce most of the functionality of a process map in a dashboard on a configurable workspace. For more information, see Configure a Process Mining map on a dashboard.