becoming a process minding organization - a solution overview
DESCRIPTION
While process mining is perceived by many as a very cool technology, yet companies are not willing to embrace it as warmly and quickly as expected. Managers still expect more convincing and significant added value. Another issue might be with offering process mining technology as somewhat detached solution and not taking into account BI solutions, which might already exist in a company. The attached presentation proposes a solution which is based on an integration of ERP, BI and process mining technologies. The technologies used enable a quick, easy and low cost “jumpstart” in order to increase ‘process minding’ in a company. Hope you find it useful!TRANSCRIPT
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Mind Your Processes
Author: Dafna Levy
A Solution Proposal
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The Common Performance Measurement
Companies usually measure their performance with financial data only.
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But Business Success Depends on Process Performance
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Acquiring Process Minding
Process Performance
Business Performance
Looking at financial metrics without linking them to processes limits the ability to improve
business performance
Real-time process monitoring based on operational KPIs (e.g., time, cost, quality, risk) and
discovering root causes of deviations, enable managers to gain operational insights.
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The Solution Overview
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Business Discovery with QlikView (BI)
The Business Discovery dashboard displays info based on sales data from Priority ERP
The sales manager is not satisfied with the displayed financial results
Analysis of the business data to discover the root causes is not enough
The manager is willing to analyze operational data too.
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Measuring Operational Performance
Operational KPIs are based on historical data of sales orders from Priority ERP.
The gauges bounds are defined by managers
Note: The dashboard is based on a gradual implementation. First, data for selected metrics
are retrieved in order to reveal performance issues with the process in question. Later on,
the gauges bound values are determined by the manager.
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The Process Model (in Priority ERP)
Built-In mechanism in Priority ERP to define and control process steps
The model includes statuses and paths between them - i.e., the workflow
Currently, there is no way to discover inefficiency or bottlenecks with reports generated by
the ERP system.
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How Events are Created
Display of the sales orders screen in Priority ERP
When updating a status or an employee in a sales order, an event record is created in a
sub-level form
The event log data, together with business data can be easily retrieved and exported from
Priority ERP for process analysis.
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Process Discovery with QlikView
The Process Discovery sheet displays events & business data of closed sales orders from
Priority ERP
Analysis of process performance with various dimensions is enabled
Gauges display operational info about duration, efficiency, costs and more
The current sheet is linked to the Business Discovery sheet.
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Analysis of Slow Orders (> 40 days)
Bar chart displays sales orders durations on the X-axis, and number of orders on the Y-axis
Pie chart displays costs and durations per statuses or employees
Gauges are updated according to user selections
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Business Data of the Slow Orders
The Business Discovery sheet is automatically updated with the previous selections
Only the slow orders-related data are displayed
Analysis of specific customers, part families or profit centers assists in discovering root
causes of issues in the process.
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Preparing Data for Automatic Process Discovery
Further analysis of the slow process can be performed with a process mining tool (e.g.,
Disco)
Data of the slow process can be selected & exported with a click of a button.
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Overview of Slow Process Data in Disco
Extended data enable rich and more significant process discovery
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Animation of the Slow Process
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Analyzing the Fast Orders for Benchmarking
The chart displays now data of sales orders with a duration of up to 15 days.
Comparing slow & fast processing of the sales orders can reveal opportunities for
improvements (e.g., discover the efficient employees and adapt best practices)
The data is exported for further analysis with process mining technology.
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Benchmarking with Disco
Fast Process Slow Process
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Business Rules in Priority ERP
A tool to define and manage goals of a business process
Enables to define time-based rules & alerts
Analysis of all deviations from rules is not enabled in the ERP system.
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Analysis of Business Rules with QlikView
The table displays statistics results of automatic analysis of process rules with QlikView
The expected duration can be compared to the actual
The results can be used to define base values for metrics and alerts.
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Real-Time Process Control
The Process Control dashboard displays both business & operational data of open sales
orders
A deviation of case durations can trigger an alert (online or Email)
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Real-Time Rules Monitoring
The Rules Monitoring dashboard enables constant control of the executed process
The gauges display average deviation from the desired duration, and the percent of the
orders which deviated for a selected rule.
Alerts can be added for rules deviations as well.
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Summary
The solution can be applied to any system which manages processes
The solution can be developed with any BI tool
Some benefits of integrating process mining technology:
Holistic approach vs. detached (i.e., a stand-alone solution/service)
Event data are extracted directly from the BI database
Event data are enriched with business data
► Analysis and benchmarking results enable fine-tuning of KPIs
► Operational & business managers can share results and insights
More info & examples can be found here.
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Thank You!
Dafna Levy
Email: [email protected] Phone: +972 (0)54-6881739 Weblog: http://bpmintro.wordpress.com