Analyzing Process Performance

Objectives

After completing this lesson, you will be able to:

  • Create and structure an analysis

Analyzing Process Performance

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

Select each box to find out more.

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.

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.

Findings about orders per payment type

We found that 604 customers pay by credit card and 273 via bank transfer.

Note
Hover over the elements to see the exact number.

Findings about the delivery status of order

We also found that 805 orders were delivered and 72 were canceled.

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.

Wrap Up: What have we learned so far?

ValueAllows you to aggregate your case data into one specific value or Key Performance Indicator (KPI).
BreakdownThis 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!

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