Navigating the Process Intelligence Dashboard

The Worksoft Process Intelligence Dashboard provides at-a-glance comprehensive view of your business processes generated from multiple data sources in real time, and it calculates the value of process automation and optimization.

On the left side of the Process Intelligence Dashboard, you are able to view the following modules:

Process Optimization
Business Process Testing
Connective RPA

Process Optimization Module

From uploaded process mining and Capture data, the Process Optimization module tracks efficiencies and calculates the following components:

Component	Description
Total Business Processes	Total count of unique business processes across the entire data set
Process Variants	Total count of all variants across all processed data
Realized Savings	Annual gained efficiencies detected between multiple process mining data
Potential Savings	Annual projection of process savings across the activity frequency and costs associated with all processes uploaded from process mining and Capture data

Optimization Top Targets Graphs

Click the Optimization Top Targets drop-down button to view the following graphs.

Graph	Description
Top Scattered Variants	Top business processes with the highest number of unique variants are displayed. These processes should be investigated to achieve efficiency. A high number of variants could be a sign of poorly documented processes.
Lost Productivity Time Distribution (est.)	Top business processes with the highest amount of time spent outside of the most common variant are displayed. These processes should be analyzed for time delays occurring outside of the desired process flow.
Business Process Duration	Top five business processes with the longest average time are displayed.

Business Process Testing Module

The Business Process Testing module summarizes the current test automation landscape by highlighting coverage and prioritizing targets for additional automation.

Calculation	Description
Automated Activity Coverage	Percent of automated activities compared to their manual counterparts
Time Saved Per Test Cycle	Total test time for all unique tests The annual calculation multiplies the time by test frequency.
Realized Savings	Sum total of unique activity costs per business process for only test automation data that is multiplied by the annual test frequency calculated by each department
Potential Savings	Sum total of unique activity costs per business process across all data sources that is multiplied by the annual test frequency calculated by each department

Automation Top Targets Graphs

Click the Automation Top Targets drop-down button to view the following graphs.

Graph

Description

Top Manual Activity Targets

Manual activities with the highest cost and frequency are displayed. These activities should be considered for test automation.

Manual Activity Cost vs Manual Activity Coverage

Within the same business process, the activity cost of all activities and variants are plotted against the percent of manual activities.

Business processes with a high manual cost and high percentage of manual work should be considered for test automation.

Connective RPA Module

The Connective RPA module summarizes your current process automation landscape by highlighting coverage and prioritizing targets for additional automation.

Calculation	Description
RPA Activity Coverage	Percent of RPA activities compared to all activities
Run Rate	Success percentage of RPA runs over the last 30 days
Realized Savings	Realized annual costs associated with RPA activities per business process
Potential Savings	Five percent annual projection of process savings across the activity frequency and costs for all processes uploaded from process mining and Capture data

RPA Top Targets Graphs

Click the RPA Top Targets drop-down button to view the following graphs.

Graph	Description
Top Manual Activity Targets	This graph displays manual activities with the highest cost and frequency. These activities have the highest potential for return on investment.
Top Protected Business Processes	This graph displays manual processes being compared with test automation coverage.
Stability Monitor (Last 30 Days)	This graph displays the business processes with the most failures in the last 30 days as a comparison to the total number of runs over the last 30 days.

Departments Module

On the right side of the Dashboard, the following information is listed in each department:

Realized savings
Number of process variants
Automation coverage
Automation distribution
RPA activities

When you click on a department, the Business Process Visualization screen opens. For more information, see Navigating the Business Process Visualization Screen.

Navigation Pane

The Navigation pane is on the left side of the screen helps you navigate to the following screens:

Dashboard
Process Analysis
My Dashboard
Data Management

The Data Management screen is where you will upload your reference table and data. Before you can upload data into Process Intelligence, you must upload a reference table in the XLSX format. For more information, see the following: