Creating Process Mining projects from Proactive Analytics suggestions

If you are using Proactive analytics with Process Mining, Proactive analytics can suggest new Process Mining projects. A single click from a suggestion creates and runs the project.

An IT process owner might benefit from a Process Mining project that has not yet been created. If they are following their processes through indicators shown on a Platform Analytics dashboard, this feature can suggest Process Mining projects to create.

The feature works through a scheduled job, PA Indicator Recommendations. This job scans Performance Analytics indicators for anomalous behavior in the last 15 days and correlates that behavior against a set of variables to generate a score, which it stores on the par_indicator_model table. The job weighs the scores against the number of dashboards that each indicator is used in, then generates suggestions for the indicators with the three highest results. A single interaction with a suggestion creates a Process Mining project and generates insights based on that project. However, several requirements must be met.

Requirements on the dashboard side

• The DA Process Mining Insights plugin must be installed.
• On each relevant dashboard, Process Mining insights must be turned on.
• The relevant dashboard viewers must have the sn_process_optimization_analyst role.

Requirements for the suggestions to be created

• The facts tables for the relevant indicators must be set up to generate audit logs. For more information, see Configuring auditing for a table.
• A process configuration must exist for the facts tables of the relevant indicators. For more information, see Create process configuration record for the table.
• A template project with table configurations specific to the facts table of the indicators should exist. To create such a project, see Create a project or template using Project Builder.

Requirements for insights to be created from the new project

Automated finding definitions must exist within the relevant process configurations, to ensure that the indicators are linked through the Impacted KPIs field. For more information, see Configuring improvement opportunities.

Related concepts

• Dashboards in Platform Analytics

Create a process mining project from a suggestion

If your instance meets the requirements, you can create Process Mining projects from Suggestions cards in your Insights panel. Such projects generate their own insights.

Before you begin

Role required: sn_process_optimization_analyst

Procedure

1. Navigate to Platform Analytics > Library > Dashboards.
2. Open the relevant Platform Analytics dashboard.
3. Select Insights to open the Insights panel.
   Insights are not available in responsive dashboards, including ones that have been migrated to Platform Analytics in compatibility mode.
4. Open the Suggestions tab and review the suggestions.
   
   
   
5. In each suggestion, select all the indicators for which you want to create Process Mining projects.
   
   
   
6. Start the process analysis.

Result

The system generates and runs the Process Mining project. You can follow the progress in the Suggestion card. When the process is complete, the Suggestion provides a link to any insights that the project created.

If you select See insights, you see the cards for the insights that the project created. From such an insight card, you can open the Process Mining Analyst Workbench for the project.