Set improvement opportunities

Set improvement opportunities to find areas of improvement by which teams could optimize a process. You can either select from a list of rules available to you or set your own rules. Based on the rules set by you, you can view your areas of improvement.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

About this task

There are two types of opportunities that could be set up:

• Rule-based finding definitions: These definitions consist of one or more finding rule chains executed in a sequence. The records that match the logic of these specifications are classified as match for the improvement opportunities.

• Automated finding definitions: The improvement opportunities are displayed based on the default patterns that are already available for selection.

Procedure

1. Navigate to All > Process Mining > Projects > All projects.
   If you continue from the Scoping your analysis page, you are on the Set Improvement opportunities page.
2. Select the edit button for the Improvement opportunities section.
3. On the Set Improvement opportunities page, select Rule based or Automated tab.

   For a rule-based definition, you can either create a new or add an existing rule from the library. For details about how to create, see Configure rule-based finding definitions.

   For automated findings, select from the findings listed or add an existing rule from the library.

   To edit a finding definition, select the finding definition. You will be automatically taken to the Finding Definition page. You can then edit the finding definition.

   To delete a finding definition, select the finding definition, and then select Delete.

4. Optional: To select findings from the library, select Add from library, and then select a rule.
   These rules are available from the table configuration. If there are findings configured for the table you have selected for your project, then you will see those findings in the library. For information about table configuration, see Create process configuration record for the table.
5. Select Save, and then select Save and Exit.
   You can go to the next page manually.