Opportunity details page
Summarize
Summary of Opportunity details page
The Opportunity details page in ServiceNow’s Zurich release provides a detailed view of improvement opportunities within a project. Accessible via the Improvement Opportunities icon on the side panel, it displays all relevant information and metrics for a selected improvement opportunity, helping users identify process inefficiencies and areas for improvement.
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Key Features
- Process Graph Widget: Highlights the specific improvement opportunity pattern within the process using color-coded nodes and arcs. Different patterns such as ping-pong, rework, extreme duration, extreme repetition, extra steps, slow transitions, and repeating patterns are visually distinguished to pinpoint inefficiencies.
- Analyze in Analyst Workbench: Users can open the Analyst Workbench directly from the page to investigate records, perform cluster analysis, or conduct root cause analysis related to the improvement opportunity.
- Take Action Options: Enables users to update the status of the improvement opportunity, create notes, CIMs (Continuous Improvement Measures), or automation requests to address the identified issues.
- Process Inefficiency Highlights: When the Now Assist for Creator role and the Process Inefficiency Highlights skill are activated, users can generate and view highlights that automatically identify the main causes of inefficiency using ServiceNow’s AI capabilities. Users without the necessary roles can view highlights generated by others but cannot create new ones.
- Trends, Breakdowns, and Variants: These additional views provide further insight into the improvement opportunity by showing detailed data patterns and variations contributing to process inefficiencies.
Practical Benefits for ServiceNow Customers
- Quickly identify and visualize inefficiency patterns within business processes.
- Leverage AI-powered insights to understand root causes of inefficiencies without manual effort.
- Use integrated analysis tools to investigate and validate improvement opportunities efficiently.
- Take targeted actions directly from the opportunity details page to drive process improvements.
- Ensure proper role and skill activation to maximize the value of process inefficiency highlights.
The Opportunity details page displays details about the improvement opportunities for a project.
From the Improvement Opportunities icon () on the side panel, you can choose which improvement opportunity you want to view in detail.
After selecting an improvement opportunity, all details for that improvement opportunity are provided.
- The metrics for each improvement opportunity is provided at the top.
- In the process graph widget, the improvement opportunity pattern in the process is highlighted in red.
Table 1. What is highlighted in the process graph widget Improvement opportunity Description Highlight Example Ping-pong Highlights both nodes and arcs in between so it’s clear that the pattern applies to only these nodes and arcs. Nodes: A, B,and arcs in between A-B-C-D-E-D-E-F Rework Highlights only the designated node. Nodes A A-B-C-A-Z-A Extreme duration A pattern where transitions take significantly longer than the usual duration between the steps. Therefore, both nodes and the transition are highlighted. Nodes A, B, and arcs in between A-B-C-D-E Extreme repetition A pattern where a transition repeats significantly more than the usual repetition range between the steps. Nodes A, B, and arcs in between A-B-C-D-E-D-E-D-E-G Extra step Identifies an extra step in a variant. Therefore, the designated node and incoming outgoing arcs are highlighted. Node A and incoming arc and outgoing arc A-B-C-D-E-Z-F Slow transition Slow transition applies to the handover from one team to another team. Nodes A, B, and arcs in between A-B-C-D-E-F Repeating pattern Includes arcs to highlight the pattern clearly. Nodes B, C, D, and arcs in between A-B-C-D-B-C-D-E-F-G - Select Analyze in analyst workbench, to open Analyst workbench in the context of the improvement opportunity.
- Select the options in the Investigate list to view the details of the records, run a cluster analysis, or to run a root cause analysis.
- Choose any of the options on Take action to:
- Set the status of the improvement opportunity.
- Create a note, CIM, and an automation request for the improvement opportunity.
Process inefficiency highlights
You can generate the highlights to view the main reasons for inefficiency. To generate highlights, you must have the Now Assist for Creator role and the Process Inefficiency Highlights skill activated on the instance. For more details, see Activate Process Inefficiency Highlights skill.
If the Process Inefficiency Highlights skill isn’t activated on the instance, the highlights option isn’t available. However, if the skill is activated, but you don’t have the Process mining for Creator role, then you can only view the highlights that are generated by someone who has the role. You can’t generate any highlights. For more information about how to generate highlights, see Generate highlights for improvement opportunities.
In the Highlights tab, the main reasons for inefficiency related to the selected improvement opportunity are displayed. You can also view the trends, breakdowns, and variants for the selected improvement opportunity.
The key reasons are listed on the highlights section. These reasons are automatically calculated using the ServiceNow’s Now Assist feature.
For more details, see Process inefficiency highlights.
In addition to the highlights, trends, breakdowns, and variants are also displayed for the selected improvement opportunity.