SAP Signavio Process Intelligence Course PDF
Document Details
Uploaded by ResponsiveChalcedony8953
Tags
Summary
This document is a course on SAP Signavio Process Intelligence, focusing on business process analysis. It details starting an investigation, uploading data, and analyzing a sample Order-to-Cash process. The document includes case studies of MyShirt Inc.
Full Transcript
Starting an Investigation (Analysis) Objective After completing this lesson, you will be able to manually upload a data set to conduct an investigation Course Preparation Getting Ready. Course Essentials Welcome to SAP Signavio Process Intelligence for Analysts! This course is designed to be i...
Starting an Investigation (Analysis) Objective After completing this lesson, you will be able to manually upload a data set to conduct an investigation Course Preparation Getting Ready. Course Essentials Welcome to SAP Signavio Process Intelligence for Analysts! This course is designed to be interactive and can be conducted using a real business scenario, corresponding process model, and data set, which you can then actually upload to SAP Signavio Process Intelligence! That\'s all you need to run your own analysis and explore the features! So before you start your Process Mining journey with SAP Signavio Process Intelligence, let\'s make sure you: Have access to SAP Signavio Process Intelligence Review the business scenario Download the data set Note This section below is meant for those wishing to take this course through a real-life example. If you don\'t want to follow the interactive part and just want to read about SAP Signavio Process Intelligence, you can start this course at the next section \"Starting an Analysis\". Step 1. Make sure you have access to SAP Signavio Process Intelligence! If you do not have an SAP Signavio Process Intelligence license you can register for a free 30 days trial: Register here. Note After you got access to the trial, you need to request activation of SAP Signavio Process Intelligence via a support ticket. Step 2. Case Study - The Business Scenario In this course you follow the company, MyShirt Inc. They are looking to analyze their processes using SAP Signavio Process Intelligence. You will learn about the tool\'s important features and follow a step-by-step guide on how to gain insights for process improvement. The process we will analyze is the Order-to-Cash process for MyShirt Inc. This company sells high quality fair-trade T-shirts with prints on it. A customer can either order a pre-printed shirt from their online shop or create a custom print. In both cases, a prepayment is required before the order ships. MyShirt Inc. is a small online shop for printed and non-printed t-shirts. Due to the growing number of orders, the management decides to first document the order-to-cash process and then analyze the transaction data from an ERP system in which the process is performed on a daily basis. The Order-to-Cash Process The Management knows that process models are snapshots of business activities and recently, they\'ve faced issues on timely delivery and payment. In order to find the root cause of these problems, the company decides to use SAP Signavio Process Intelligence to gain more insights on these performance issues and compliance violations. The following process model shows their Order-to-Cash process. Case Study Information 1 order = 1 case 855 cases (orders)have been taken into account for this analysis There are two types of goods: Non-printed shirts Printed shirts There are two types of customers: Premium customers Standard customers There are two types of shipment: Express shipment (only eligible for premium customers) Standard shipment Step 3: Download the Data Set (Optional) In collaboration with process experts, the IT department was able to obtain the transactional data and extracted this from the ERP-System. The team was so kind to provide them as CSV-files. Now it\'s up to you as a Process Analyst to take a closer look at this data and find potential causes for the inefficiencies. Download the EVENT LOG: here Download the ATTIRUBTE LOG: here Note This data set defines the basis for the process analysis. Though, the training can also be successfully accomplished without the data set and the completed case study. Well done! Now the actual work begins! Let\'s start uploading and analyzing the data. Starting an Analysis Uploading a Data Set (Manually) Although it\'s common to use a connector to move data, let\'s focus on how to manually upload data. A new Process Intelligence process works as your data bucket. It contains the event and the attribute log. Several adjustments to the process setting can be made as well, such as custom attributes, data views, etc. Continue to watch a series of videos on how to create a new process and analysis. Step 1 - Create a New Process Watch the video below on how to create a new process. Step 2 - Upload the Event Log Next, look up your event log via the file explorer or just drag and drop your data file into the corresponding area. Afterwards, you can change the format of the time stamp or just select Import. Step 3 - Upload the Attribute Log Now we want to upload the attribute log in a similar way. There is also the option to change individual attribute types during the import. If there are no adjustments, accept all suggestions and run the import. Step 4 - Create your Investigation Now your process is ready for the analysis. Back on the list of \"all investigations\" of this process, we can create a new investigation. Besides restricting the attribute view, you can also opt to map your process data to an existing BPMN model. This is provided by the SAP Signavio Process Manager. Now the stage is set for the actual process mining task. Next, we will look at how to use the analytic tools to build up an investigation to target key questions and gain insights. Starting the Investigation In SAP Signavio Process Intelligence, an investigation gives insights into the changes needed to improve and optimize your process. An investigation is a direct visualization of the data that is stored in transactional systems. Each investigation starts with the Process discovery, which gives insights into the different process variants from the most common path to non-conformance edge cases. It\'s basically a visualization of all executed events from the event log. Chapters lead the investigation with text descriptions of aims, objections, findings, observations etc., and are part of the overall structure of an investigation. In Process Mining the term Activity describes the different types of possible events. The term Event is most often used to describe individual executions of activities. Here is an overview of the most important elements in your investigation. Screenshot of the process flow analysis. The steps shown are Process Discovery, Activities and Sequences ,Event count, Activity Slider and the Sequence Flow Slider. Different Widgets for Different Purposes Different widgets are used to tell stories on your investigation. Their main purpose is to explore and assess the interaction of events and key process factors. There are different widgets that you can pick from. Choose which widgets you need based on your questions and targets. For example, there are widgets that focus on conformance checks, variance, or performance analyzing. A widget basically represents a single analytical component. List of sample widgets types, for example, Value, Breakdown, Correlation, Process Discovery, Activity List, and Spreadsheet. Some widgets serve to calculate and present special key figures in a simple way, for example, Value. Others are especially helpful to illustrate the ratio or distribution of certain performance indicators, for example, Over time, Distribution or Breakdown. In order to reveal nonconformity or variations in the execution of the process, you can use Process Conformance, Variant Explorer, Process Discoveryor Correlation. More widgets like Case Table, Activity List or Diagram allow you to extend your analysis with additional explanations or information. How to Structure an Investigation? Process - Order to Cash: Process represent transactional data. Investigation 1 - First investigation: One investigation covers ideally (only) one specific topic. Six chapters are listed: chapters allow a breakdown for clarity and filtering. Let\'s take the first trip through the capabilities of SAP Signavio Process Intelligence! Using Widgets for Process Flows Objectives After completing this lesson, you will be able to: Use the various types of widgets and understand data structures Utilize different analytical widgets to gain more insights on your process Widget Interface Get to know the user interface for creating widgets that visualize your data in charts or tables, and learn how to use it. Side Toolbar The slide toolbar is highlighted. The toolbar gives access to configuration and view options. Data Columns The attributes from the data log and metrics from the metrics collection are listed here. To configure the widget, drag items from here to the Measures and Dimensions fields in the configuration column. The search field at the top of the column helps your find the attributes or metrics you need. The Data column with Attributes and Metrics tabs is highlighted. Configuration Column Drop attributes and metrics here, specify whether to display activities over time, and define the number of results if necessary. If your selected measures and dimensions aren\'t a valid combination, try out a different combination The Configuration column is highlighted. Data Structure The data input for all chart visualizations is a table, with one or more fields, and one or more rows. So, the default view when creating a widget in SAP Signavio Process Intelligence is a table. Based on your analysis and visualization goals, you need to configure this table of data using aggregated attribute values about your data (measures) and attributes by which you want to segment or group your data (dimensions). Assume, for example, you want to determine how long it takes, on average, from order placement to goods delivery for different customer types, such as \'standard\' and \'premium\'. Then, the average of the aggregated cycle time is the measure and the customer type is the dimension. By combining different measures with different dimensions, you can create views of your data that can be used to visualize the data according to your needs. Measures and Dimensions In general, when looking at data, dimensions and measures are assigned according to the type of attribute, and usually the following applies: Dimensions are qualitative, in other words, not numeric Measures are quantitative, so you can perform aggregation calculations on them In SAP Signavio Process Intelligence Here, dimensions are the qualitative data that make up your data set, called event log attributes. Examples for event log attributes are \'case\_id\', \'customer\_id\', \'customer\_type\', \'city\', and \'order\_category\'. You can use dimensions to segment your data into categories, often referred to as grouping your data. Measures are aggregated values derived from the quantitative attributes of your data, for example: The count of cases, calculated by COUNT(case\_id) The average order amount, calculated by AVG(order\_amount) To determine a measure based on an attribute, you first select that attribute, and then choose the calculation to achieve the desired aggregated value. Measures return one value if there are no grouping dimensions. If dimensions exist, then one value is returned for each distinct group within the dimension. Metrics, which are a type of measure, are pre-defined for easy reuse. Thresholds Thresholds help draw attention to metric values that are above or below a limit or outside a specific range. They\'re available for widgets that display charts, a single metric value, or tables. You can set a single threshold or an upper and lower threshold. Different highlight colors are available for areas inside or outside these thresholds. How to set this up For a chart or value, choose the ellipses (More Actions) on the widget. For a table, select the gear icon (Set Threshold) then choose Threshold. In the configuration dialog, choose the threshold option Specify the value and a label for each threshold. For durations, specify the threshold value for the week (\--w), day (-d), hour (\--h), and minute (\--m). For example, a threshold of eight days is specified with 01 w, 1 d, ‐‐ h, ‐‐ m. If you like, add a goal, for example to indicate a target value You can re-assign the background colors using the color bar. To swap the color assignment, choose Swap color order. Confirm with Save Threshold Examples Chart with two thresholds and three regions Sample bar chart showing a lower threshold of 30 and an upper threshold of 100. Table with 3 regions Sample table with the following columns: Case ID, Event count, Cycle time, Case start, Case end, and City. Value with two thresholds and a goal The metric (877) is displayed as a blue bar. A second bar displays the regions above, between, and below the threshold value according to the set colors. In addition, a goal (880) can be displayed by a dashed line. Sample bar chart, as described in the preceding text. Analyzing Process Flows With Flow Widgets, an Analyst can understand and explore the \"as-is\" process flow. Create new widget. The options shown are Process Discovery or Variant Explorer. In SAP Signavio Process Intelligence, every analysis is built by using analytical widgets. This lesson focuses on the two widgets that visualize process flows (variants) by backtracking the executed events. Process Discovery Every analysis starts with the most important part, the discovery of a process! Within SAP Signavio Process Intelligence, the Process Discovery Widget focuses on visualizing the different executed flows (variants) of a process and providing an overview of the actual AS-IS state. Select the play button to watch the video on the Process Discovery Widget. The first widget of every investigation provides a view of the actual process flow from the standpoint of events. It can also be a good entry point go get an initial understanding of the sequence of events. Let\'s look at the image below of a process flow. Explore this main process flow in the Process discovery and try to answer the following question. Case Study (optional) Let\'s look at the image below of a process flow or explore this main process flow in the Process discovery by adding some activities and sequences. Then, try to answer the following questions: How many T-Shirts were delivered in total? How often did the shipments fail? What kind of shipment failed more, express or standard shipments? What is the least common activity? Do you already notice some problems in the process flow? Findings from our Case Study! Apparently, not everything went as smooth as intended. Findings about delivery amount We see that in total 805 T-Shirts were delivered. Findings about failed shipments We found that out of 551 standard shipments 106 of them failed and that 55 express shipments (out of 415) failed. Which indicates that standard shipments go wrong more often. Finding about least common activity The activity order canceled counts only 72 events and therefore is the least common in our data set. Findings about problems in the process flow Things did not go as planned. We see that goods are already shipped before the payment is done and that orders are canceled after the printing. Apparently, not everything went as smooth as intended. Among others, we already observed failed shipments and canceled orders. Now that we gained initial insights into the process data, we want to further expand our analysis by determining important key parameters and KPIs. Now we know there are many ways of how the process has been executed. Which of them was the most time-consuming one? And how many exist at all? These questions can be answered by using the Variant Explorer! Variant Explorer Each different flow of events can be considered a process variant. The variant explorer, lists them up and provides insights to the most common/most expensive variant. While creating this widget, you can decide between with conformance or without conformance to filter the result, but this requires a linked BPMN to your data (we explain how to do this in the Process Conformance section). Check out the Variant Explorer Widget Sample of the Variant Explorer widget, as described in the preceding text. Case Study (optional) To investigate the process flow based on variants, the variant explorer widget would be the right choice! Reopen your investigation. Create a variant explorer widget (Make sure it\'s set to Occurences and Case) and answer the following questions: What is the most common variant? Describe the process flow. How many percent of cases belong to the most common variant? Tip: Change the settings from Number to Ratio Among the top 3 variants what is the process step with the highest duration? Can you make a assumption, why it takes so long? Tip: You have to set it to Cycle time Findings from the case study! Findings about most common variant We see that the most common variant includes the standard shipment and 228 (26%) of all cases in the data set. It looks as follows: Start → Receive Customer Order → Receive Payment → Ship Goods Standard → Receive Delivery Confirmation → End In the Variants panel, you can view the most common variants. Findings about variant with the longest duration We also spotted that the time between Ship Goods Standard and Receive Delivery Confirmation takes at longest (12 days), considering all cases included in the top 3 variants. A possible explanation could be that the first shipment fails, and a looping in this activity occurs which makes it take so long. In the process flow, you can check the time between variants. Now that we learned how our process works and which variants there are, we want to review what we\'ve learned so far. Key Takeaways 1 - Process Discovery: The entry point for getting an initial understanding of sequence of events. It provides a view of the actual process flow from the standpoint of events. 2 - Variant Explorer: A process can take different paths. The variant explorer lets you investigate them and find interesting behaviors. Now we want to understand the filtering options in SAP Signavio Process Intelligence. For example, maybe we want to narrow down our data set to a specific set of cases. In addition, we will briefly look at the time aspect of our process with the help of more widgets. Using Filters We already had a look at Process Discovery and the Variance widget. Filters are a great way to dive deeper into investigations. For example, could we filter for just the cases where a shipment faults or investigate only the cases with high order amounts? Since filters apply to every widget they can also be used with all other widgets. Let\'s have a look at them. Simple Filters Filters can be used to reduce the data set and focus on certain criteria. They help create a refined view of your process data and focus on aspects you\'re most interested in. Here are some key points about filters: Filters are additive. Filters can be applied on the investigation, chapter, or even widget level. Filters add or remove cases from the data. Filtering impacts the widgets in the investigation. For example, I want to filter cases for \"premium\" customers on a chapter. Watch the video below on how to apply simple filters on chapter level. Case Study (optional) As you have learned, each chapter represents typically an analysis with a certain focus and filters can be used to reduce the data set and focus on cases fulfilling certain criteria. Now, it\'s time to get hands-on and get back to our case study! Reopen you own investigation. Create a chapter \"analyze customers\" and set the chapter filter to premium customers. Answer the following questions: How many orders of premium customers did we receive? Tip: Use the process discovery! What is the most common flow of events? Tip: Use the variant explorer! Apply a additional filter for T-shirts with printand answer the first question again. Findings from the case study! You used simple filters to further investigate you data based on certain conditions. By using chapter level filters your filtered results applied to all widgets in the same chapter. Findings about order amounts By applying filters we found that out of all orders received (877), 320 of them are from premium customers. Further, 154 T-shirt with print orders came from premium customers. Findings about process flow For premium customers, the most common process flow is described as follows: Receive Customer Order → Receive Payment → Ship Goods Express → Receive Delivery Confirmation Now that we learned about process flows and filter conditions, let\'s continue on to learn about the widgets that analyze process performance! A New Widget Experience Activate the new widget builder We\'re pleased to offer a new user-experience for building widgets. To activate this: Select Create Widget Select Give it a try Select your widget type. There are 3 types of widgets: Charts and tables Process-related widgets Utility Widgets Create widget. The options shown are Charts & Tables, Process Discovery, and Variant Explorer. Switching back to the Classic experience On a dashboard, follow these steps: Select Create a widget Select Switch back to the old experience Confirm in the dialog Analyzing Process Performance Objective After completing this lesson, you will be able to create and structure an analysis Analyzing Process Performance With Flow Widgets, an Analyst can understand and explore the \"as-is\" process flow. Create new widget: the options shown are Value: Calculate and display a metric, and Breakdown: View values within a category. A performance widget is helpful whenever certain KPI or attributes need to be visualized, either as a single aggregated value or in categories via bar chart. Value Widgets The value widget aggregates case data such as, the average purchase value of a subset of the cases of a process. Watch the following video to see how to create a value widget with a SUM aggregation function. The following aggregation functions are available: SUM COUNT AVG MIN MAX Total Sales: You should choose the value widget, if a certain significant value or indicator needs to be displayed or captured. For example, the detached amount of variants in a data set. Total Amount of Variants: It seems that our process was executed in 13 different variants. We will take a close look at these in the next widget shortly. Avg. Cycle Time: Attribute: Cycle Time, Function: AVG. Case Study (optional) We are interested in displaying single and significant values regarding out process. As you have learned, in this case the value widget should be chosen. Now, it\'s time to get hands-on and get back to our case study! Reopen you own investigation. Create three value widgets to answer the following questions: What is our total sales value? What is the average cycle time of the process? How many different variants exist of our process? Findings from the Case Study! You used value widgets to investigate significant numbers regarding your data. Findings about total sales We found that our total sales value is 185,045.53 €. Findings about average cycle time The process takes on average, 15 days and 2 hours from the receipt order to the receipt delivery confirmation. Findings about process variants There are 13 different variants of our process. Since the Value widget is for single and significant values, we can just get one number. In order to have a deeper understanding of our attributes, we can use the Breakdown widget to dive deeper into our analysis. Breakdown Widget Use this widget to generate a bar chart from your data. For example, you can visualize your cases by issue type for an investigation about support times. See below an example of Breakdown orders per city in a horizontal bar chart. Case Study (optional) As we are now interested to investigate our data based on groups, the breakdown widget can help to display it as bar chart or histogram. Reopen your investigation. Create two breakdown widgets to answer the following questions: How many orders exist per city? What type of payment is most common? What is the delivery status of our orders? How many of them were delivered and how many canceled? How many of the orders are printed T-shirts? Findings from the Case Study! You\'ve used breakdown widgets to investigate distribution of where our orders come from by city visually display your data while grouping the data. Findings about orders per city For example, we found out that 180 of our orders came from Boston and 130 from San Francisco. Sample pie chart, as described in the preceding text. Note If you do not want to display your data in a standard bar chart, try the different chart types at the top right of the widget editing window. A preview can be viewed immediately. In the image above you see the widget displayed as pie chart. Findings about orders per payment type We found out that credit card is the most common payment type. Most common type of payment: Bank Transfer and Credit Card, shown in a bar chart. Findings about the delivery status of order We also found that 805 orders were delivered and 72 were canceled. Total amount of canceled and delivered orders, shown in a bar chart. Findings about the product type of the order We see, that 531 T-Shirts were ordered without print while 346 were printed. Therefore, a majority of orders contain plain T-Shirts. How many of the orders are printed T-shirts? The bar chart shows T-shirt and T-shirt with Print. Key Takeaways 1 - Value: Allows you to aggregate your case data into one specific value or Key Performance Indicator (KPI). 2 - Breakdown: This widget lets you investigate your data in more depth. You can create a bar chart of two variables to gain more insights about your process. Well done! You have completed the lesson! Now that we looked at performance widgets, let\'s take a look at how to analyze time and duration variables! **Analyzing Times and Distributions** Objective After completing this lesson, you will be able to analyze process flows and identify problems with your process **Analyzing Times & Distributions** The time orientated widgets display developments in your process over time. For example, you can view cycle time over days and weeks, the amount of cases during a certain duration, the volume of help requests, and more! Over Time Widget See below a video that\'s showing orders per month with the over time widget. Case Study (optional) We now want display activities in our process over time by using the over time widget. Now, it\'s time to get hands-on and get back to our case study! - Reopen you own investigation. - Create two over time widgets to answer the following questions: - In which month did we have the highest number of orders? - In which month did we have the highest order amount? - Is this somewhat similar for all the cities? Findings from the Case Study! Now that we\'ve looked at the Over Time widget, we can focus on the distribution of variables over time. Distribution Widget Distribution of duration attributes allows you to see how much time cases take to complete. You can select the data aggregation source (cycle time or duration) as well as the grouping criteria. For example, you can see how long it takes to process a order, grouped by product type or country. Continue below to see a video on how to measure the process cycle time that\'s grouped by product type. Case Study (optional) As you have learned, distribution widgets help us to further investigate the distribution of attributes. - Reopen your investigation. - Create three distribution widgets to answer the following questions: - What is the average cycle time for all cases? - How is the average cycle affected by the product type i.e. what is the average cycle time for printed and non-printed T-shirts? - How is the average cycle affected by the customer type, i.e. what is the average cycle time for premium customers and for standard customers? Findings from the Case Study! Findings about Average Cycle Time We found that the average cycle time for all of our cases is 15 days and 2 hours. Findings about Average Cycle Time per Product Type We can see that the process for printed shirts takes on average 16 days and 13 hours and for non-printed shirts 14 days and 3 hours. The variance in cycle time is significantly higher for the printed T-shirts. We can see in the diagram that even with printed T-shirts there are some cases that have a low cycle time. But there are also several cases that have a very high cycle time. To summarize, the distribution diagrams show that the cycle times for both printed and unprinted T-shirts are spread over a wide range. Findings about Average Cycle Time per Customer Type Premium orders are finished on average after 9 days and 19 hours and standard orders are finished after 18 days and 2 hours. Key Takeaways Now that we\'ve seen how to use time variables to better analyze our processes, we\'ll look at Process Conformance widgets. Analyzing Process Conformance Objective After completing this lesson, you will be able to link an existing process model and identify conformance problems Analyzing Process Conformance Process Conformance Widgets In this section, we will focus on Process Conformance, Process Funnel, and Diagram widgets. These widgets all relate to your process model and give you an overview to highlight different sequence flows of your process. Lets have a look at these three widgets. The following widgets are highlighted: Process Conference, Process Funnel, and Diagram. Note It\'s required to upload a process diagram and map the activities in order to use the widgets. Therefore you will not find hands-on activities for our case study in this lesson. Process Conformance Similar to the process Variant widget, the Process Conformance widget visualizes different variants but this time against a BPMN model of a process. This way you can compare your actual execution to your process model. You must first map your investigation to a BPMN model to use this widget. See below a video on how to map events in the investigation settings. Findings for the case study! Canceled orders The Process Conformance Widgets shows us all the variances of the process we discovered before. Now we are able to see how the variants relate to our process model and if we have unexpected events. We can see that the process step Order Canceled is not in our process model, that is unexpected. We might want to model this in our process model. Process conformance widgets are shown on the process model, as described in the preceding text. Great, we have checked our process for conformance. Let\'s now have a look at the Process Funnel Widget to get an idea about the throughput in the process. Process Funnel The process funnel widget visualizes the density of the moves through your process, you can think of it like traffic. This widget allows you to track where customers enter and leave your process through the circles at the end of each line. Width of lines indicate how much \'traffic\' is following a particular pathway. Numbered circles indicate cases differ from the main process flow and enter at a different place. See below an example of a Process Funnel using the T-shirt scenario. Sample showing a process funnel, as described in the preceding text. Findings for the Case Study! Failed Shipments and Shipments Before Payment The Process Funnel shows that in 467 cases, the T-Shirts can be shipped immediately and 346 are sent to printing, yet interestingly we see that just 304 of these are actually printed. This confirms our findings in the previous step of our Process Conformance check, that 42 orders are canceled before the printing. Also we see the 161 failed orders in Ship Goods. So how do you actually get your process model into SAP Signavio Process Intelligence? Let\'s find out with the Diagram widget. Process Diagram This widget allows you to display diagrams from your SAP Signavio Process Manager Workspace. The Diagram widget allows you to better visualize your process. It allows you to show a Customer Journey Map or other Diagrams that are in the SAP Signavio Process Manager Workspace, to better tell the story on your investigation. Screenshot of a diagram widget with a process model, as described in the preceding text. Findings for the Case Study! Process Diagram This widget gives us the opportunity to have a look at our process, as we defined it in the SAP Signavio Process Manager. We can see all the steps taken from the start of our process, Receive Customer Order to the end, Receive Delivery Confirmation. Key Takeaways 1 - Process Conformance: This widget gives us the opportunity to have a look at our process, as defined in SAP Signavio Process Manager. It shows all the steps that are taken from the start, "Receive Customer Order" to the end, "Receive Delivery confirmation". 2 - Process Funnel: Visualizes different variants of your process against a BPMN model of your process and displays how your actual execution is different from the defined process. 3 - Diagram: Links your Diagram to the processes so you can relate to it in your investigation. Now that we\'ve learned about all the different widgets, let\'s take a look at SAP Signavio Process Transformation Suite and product integration! SAP Signavio Process Transformation Suite Integration Objective After completing this lesson, you will be able to understand the integration of SAP Signavio Process Intelligence in further products SAP Signavio Process Transformation Suite Integration Diagram representing SAP Siganvio Process Transformation Suite. The integration of SAP Signavio Process Intelligence in further products of the SAP Signavio Process Transformation Suite is versatile. In the following sections, the suite\'s individual products and the integration capabilities will be covered in additional sections: SAP Signavio Collaboration Hub: Monitoring Widgets Customer Journeys and Live KPI SAP Signavio Process Manager: Operational Insights SAP Signavio Process Governance: Case Export / Workflow Mining Note Administration rights are required. SAP Signavio Process Collaboration Hub Everything you need is in one place. Data, process models, workflows, dictionary, and analysis can all be accessed directly from the Hub. The SAP Signavio Process Collaboration Hub has all SAP Signavio products such as SAP Signavio Process Manager, SAP Signavio Process Governance and SAP Signavio Process Intelligence. For Process Intelligence analysts, the Process Collaboration Hub is essential to access and analyze Process Intelligence. There is Dashboards, Investigations, or Monitoring Widgets that can be linked on the start page or into process diagrams. Screenshot of the SAP Signavio Collaboration Hub, as described in the preceding text. Monitoring Widgets - Access your Investigations from the Suite Launchpad The Launchpad can be used as a central access point for SAP Signavio Products and especially for the monitoring of Process Intelligence content. Process Intelligence Investigations can be easily shared through the Collaboration Hub outside the editing framework, by using the monitoring widgets. As you can see in the image above, it will help you to keep an eye on the most important widgets or most relevant KPIs and statistics. Overall, you will have benefits of: Fast sharing Leverage the benefits of Signavio products from one location Gain insights and act immediately Screenshot of SAP Signavio. On the home tab, Monitoring widgets are shown. Step by step instruction We will guide you through the process of setting up Monitoring widgets. See how it works according to the following images. Step by step process model for creating a widget. 1\. Choose Widget Select a widget out of your Process Intelligence investigation and copy the Widget ID by using the 3 dots in the widget window. To select a widget, choose the three dots icon, then Copy widget ID. 2\. Head to the SAP Signavio Collaboration Hub Settings After copying the ID, go to the Process Collaboration Hub, open the settings and select Home page → Monitoring Widgets for SAP Signavio Process Intelligence. Paste the widget ID into the fields. Make sure to the desired audience selected and the Show on Homeis checked. On the Home page tab, paste the widget ID into the fields. 3\. Check your Monitoring Widgets on the Landing Page Go back to your Process Collaboration Hub landing page. You can now check the widgets from here and will always have a quicker insight into the most important KPIs and statistics out of your investigations. Customer Journey Widgets - SAP Signavio Journey Modeler The table-based customer journey gives you a holistic presentation of available information. All relevant information, such as process steps, phases, emotions and data can be seen at a glance. You can also copy the widget IDs (as shown in the previous step) and add them to the grid as tiles to make customer-specific KPIs visible. As shown in the picture, you can gain a better understanding of the Process Intelligence key insights or values, such as durations and costs. Screenshot of the table-based customer journey, as described in the preceding text. Note In order to use this feature (SAP Signavio Journey Modeler), it is necessary to purchase an additional license. Contact us at signavio\_success\@sap.com for a demo request. Process Live Insights - SAP Signavio Process Manager Live Insightsis the new way of showing live process performance insights on top of traditional process diagrams. Selected widgets in SAP Signavio Process Intelligence (value, time series, histogram, bar chart etc.) have now one extra entry in the dropdown menu where their widget ID can be copied. Users can then open any BPMN or Value Chain diagram and select an available shape. For each shape, a driving widget and additional widgets can be configured, all you need to do is copy and paste the widget ID. Once it\'s saved and published, the new live diagram is available in the Process Collaboration Hub. Here, users can visualize the overall live diagram and drill down each shape and display a preview of the connected widgets. A link to the related SAP Signavio Process Intelligence investigation is always available. Overall, you will be able to: Create dynamic process diagrams Expose Process Performance Indicators to multiple internal stakeholders and executives Make process management accessible in your organization Screenshots a process model diagram with live insights, as described in the preceding text. Step by Step Instruction Now, let\'s look at the steps to set up Live Insights. Sample process model with step by step instructions from live insight needed to live insight generated. 1\. Choose Widget Open an SAP Signavio Process Intelligence Investigation and select the widget you would like to show. Use widgets in Process Intelligence to create operational insights in Process models, just copy the Widget ID. In SAP Signavio Process Intelligence Investigation, select a widget. 2\. Copy Widget-ID Copy the widget ID to clipboard by opening the drill down menu and clicking on Copy Widget ID. To copy the widget ID, choose the three dots icon , then select Copy widget ID. 3\. Head to SAP Signavio Process Manager - Editor Go to SAP Signavio Process Manager and open the diagram we would like to use in the Editor. A new shape type on the left-hand side of the Editor is available and is called Live Insights. If not, please select the subset drill-down menu and select BPMN (complete + Live Insights\"). The Live Insights will display business performance data in a business diagram. Several Live Insight shapes are available. Drag and drop the shape you prefer in the desired position. The shapes can be positioned anywhere on the diagram and do not have to attached to shapes necessarily. On the menu on the left, the Live Insights list is expanded. 4\. Define the Attributes Opening the Attributes tab gives you the possibility to define the behavior of the shape. By clicking on Manual Value, we can define a static manual behavior. Select No information if you want to have an Process Intelligence widget driving the behavior. If we want to have a widget driving the behavior of the Live Insight, we simply paste the widget ID you copied earlier in the Driving Widget field. In the Multiple display field, other widgets can be included by clicking the \"+\" button. Widgets can come from multiple investigations and multiple processes. It\'s possible to add additional widgets for display purposes. Display-only widgets are listed here and can be re-arranged, edited or removed. On the process model, the Main Attributes tab is open. No information is selected as the Manual value. 5\. Save, Publish, and Go! After setting up the live insight shape into the process, we can save and publish the BPMN diagram. In Process Collaboration Hub the Live Insight is already available and shows a preview of the current performance. Every widget has a link to its investigation for further analysis. Live Insight The Average Time of Ticket to Resolution is the driving widget and as it falls in the orange threshold, the shape shows an orange indicator. The Ticket to Initial Reaction Timeis a display-only widget and is used to provide context or additional info. The Live Insight for the Average Time of Ticket to Resolution widget is shown. What are the benefits of process integration? It allows you to make live and dynamic process diagrams. Easily show Process Performance Indicators to multiple internal stakeholders without needing to access a full-blown process analysis. Reduces the amount of time employees must spend to maintain their processes and data analytics. SAP Signavio Process Governance Workflow Mining is a new feature. It allows you to quickly export event logs from the executed workflows and perform process analysis with SAP Signavio Process Intelligence. Benefits: Understand real execution of workflows Improved management and monitoring Better compliance Congratulations! You have successfully reached the end of this unit. Now, complete the unit by taking a final assessment.