Process Insights (preview)
The Process Insights dashboard provides an overview of anomalies and deviations, and shows how they impact your KPIs. Unusual patterns in process flows, such as unexpected handovers between team members, excessive delays in activities, or abnormal workload distribution are automatically identified. This allows you to quickly pinpoint areas that deviate from the standard process, enabling faster identification of inefficiencies, compliance risks, or potential operational issues.
Displaying the Process Insights dashboard
Follow this step to display the Process Insights dashboard.
- Select Process Insights in the menu on the left of the dashboard.
The Process Insights dashboard is displayed.
You can also open the Process Insights dashboard from the Process Insights panel when working with process graphs.
Selecting a different process
If multiple processes are defined for your process app, you can select a different process for Process Insights. This enables you to detect process enhancement opportunities for all the relevant processes.
Viewing Process Insights
Follow these steps to view and analyze Process Insights.
- From the Select KPIs to include in your analysis list, select the KPIs relevant to your Process Insights analysis.
Each unique Process Insight appears as a separate card. Process Insights with the highest impact on the selected KPIs appear at the top.
You can use the Category, Type, and Insight filters to display specific types of Process Insights.
The following table describes the elements of a Process Insights card.
| Element | Description |
| Category | The category of the Process Insight. For example, Deviation or Anomaly. |
| Impact score | Impact of the Process Insight on the KPI classified as high, medium, or low. Impact score reflects both how many cases are affected and how strongly the KPI deviates. |
| Type | The type of the Process Insight. For example, High activity throughput time, High activity cycle time, Rework, or Low automation. |
| Description | A short description of the Process Insight. |
| Cases impacted | The percentage of cases impacted by the Process Insight. |
| KPI | The actual value of the KPI. |
| KPI delta | The difference between the actual KPI value and the baseline. |
| Root cause analysis | Opens the Root cause analysis dashboard filtered by the selected Process Insight to help identify the root cause of an anomaly. |
| Actions menu | Apply as filter: Enables you to filter on the Process Insight for detailed analysis. |