After completing this lesson, you will be able to:
Understand best practices for process governance
SAP Signavio Process Governance
What is SAP Signavio Process Governance?
SAP Signavio Process Governance is the process governance and compliance tool within SAP Signavio solutions. You can build workflows and approval processes fast and efficiently. You can use workflow automation for a variety of business processes.
You will find SAP Signavio Process Governance useful to manage and collaborate on routine work and ensure compliance such as:
Coordinating tasks and handovers
Reporting and tracking relevant information
Approving or rejecting content for quality assurance
Routing documents to the right person
As we've learned, workflows allow you to visualize the order of tasks and see when tasks are completed. The workflow solution SAP Signavio Process Governance helps to create and analyze workflows with process governance support, hence our product's name.
One of the main reasons companies use SAP Signavio Process Governance is to support their process governance. Let's take a look at common scenarios.
Which workflows support process governance at all? Let's have a closer look into a few examples:
Before content gets published to the company's process portal and is accessible, it needs to go through a multilevel approval workflow to ensure all the information is correct. In practice, we often find Workflows to:
Approve business-process models before they get published.
Route process-content like documents to a process owner to be reviewed and approved.
Request budget or other information.
With the SAP Signavio Process Collaboration Hub, you can foster collaboration by utilizing read receiptsto ensure your team is aware of diagrams and changes made. Check out our Process Collaboration and Navigation eLearning to learn more about approval workflow features!
Often, critical information used in processes need to be re-assessed periodically to ensure all referenced information is up to date and outdated information gets detected earlier. As an example, such assessment workflows are used to:
Manage risks and controls used in process modeling (for example, Risk Assessments, Control Test of Design (ToD), Test of Effectiveness (ToE), Remediation Actions, and Documentation of Control Execution)
Assess the maturity of a process
Assess tax relevant business cases(e.g. planning a company event)
Report and track GDPR related process information (e.g. a new task in a process, processing customer data)
Great, so far, so good! Let's look deeper at our workflow processes and cases in the next section.
Processes and Cases
In order to use SAP Signavio Process Governance, we must first understand process models. A process model is a template for a process of work. Processes are used to manage work and specify the tasks needed to reach a goal. For example, in the New Hire Employee process, someone must plan the interview, interview the candidate, and then send a job offer.
After you publish a specific process, you can start individual cases. SAP Signavio Process Governance keeps track of which tasks and actions you have to perform for each case. Cases bring people together with relevant information that provides context for completing the tasks. You can also use cases as collaboration spaces for people to discuss and create new tasks for individual cases on the fly.
In the next section, we will take a deeper look at the homepage in SAP Signavio Process Governance.
SAP Signavio Process Governance Homepage
Let's take a look at the home page of SAP Signavio Process Governance. There are 4 headings: Tasks, Cases, Process, and Analytics. We will explore the functions in each tab.
To start, click the headings to learn more about each feature.
In the following animation, choose Tasks, Cases, Processes and Analytics to get more information.
Now that you've seen the features of the SAP Signavio Process Governance, let's take a deeper look into each tab. First, let's look at the Tasks tab.
A task represents work that someone will presumably complete. Cases typically have multiple tasks, outlining who will do what for each step in the process. You can also add ad-hoc tasks to a case.
In SAP Signavio Process Governance you can assign a task to a specific user, set a due date and add subtasks.
Let's look at an example of how we would use the Tasks feature. The video below explains how you can approve reports within a Document Approval workflow. The employee uploads a report that needs to be reviewed and assigns it to an employee. To see how it's done, watch the video.
Now let's focus on the Process tab. This tab has all your processes, both published and unpublished. Once selected, you can create triggers that can automatically start a process (i.e. when an email or form is submitted, your process will start), create a workflow diagram, and much more! In this next lesson, we'll take a deeper look into the Process tab and all its features!
A process defines a template for automating repetitive work, like a recipe that describes the actions needed to make the dish. For example, consider an Onboarding a New Employee process. Each time an organization hires someone, there are a number of tasks to complete such as, setting up the computer, assigning a partner, preparing the desk, and welcoming the new employee. Each time someone starts the process, SAP Signavio Process Governance will create a new case.
The process builder allows you to create and configure executable processes. With SAP Signavio Process Governance, you can create useful processes without writing any lines of code! There are a lot of different features within the Process tab and the next sections will cover how to use these features to model your processes!