Starting an Investigation (Analysis)

Objectives

After completing this lesson, you will be able to:

  • Manually upload a data set to conduct an investigation

Course Preparation

Course Essentials

Welcome to SAP Signavio Process Intelligence for Analysts! This course is designed to be interactive and can be conducted using a real business scenario, corresponding process model, and data set, which you can then actually upload to SAP Signavio Process Intelligence!

That's all you need to run your own analysis and explore the features!

So before you start your Process Mining journey with SAP Signavio Process Intelligence, let's make sure you:

  • Have access to SAP Signavio Process Intelligence
  • Review the business scenario
  • Download the data set
Note
This section below is meant for those wishing to take this course through a real-life example. If you don't want to follow the interactive part and just want to read about SAP Signavio Process Intelligence, you can start this course at the next section "Starting an Analysis".

Step 1: Make sure you have access to SAP Signavio Process Intelligence!

Please note that the trial license does not allow productive usage and data migration. The functional scope further excludes the import functionality. Therefore, an SAP Signavio Process Intelligence license is required to complete the hands-on exercise. However, the training can also be accomplished without conducting the case study.

You can continue with registration for your trail version if you want to explore the SAP Signavio Process Intelligence and other products of the SAP Signavio Process Transformation Suite.

After you register, you have access to your own SAP Signavio Workspace for 30 days. Once this trial period has expired, the workspace gets automatically deactivated. There is no charge or payment required. 

Register here: Register.

Note
For activating SAP Signavio Process Intelligence in your trial, please reach out to your SAP Signavio contact person.

Step 2: Case Study - The Business Scenario

In this course you follow the company, MyShirt Inc. They are looking to analyze their processes using SAP Signavio Process Intelligence. You will learn about the tool's important features and follow a step-by-step guide on how to gain insights for process improvement.

The process we will analyze is the Order-to-Cash process for MyShirt Inc. This company sells high quality fair-trade T-shirts with prints on it. A customer can either order a pre-printed shirt from their online shop or create a custom print. In both cases, a prepayment is required before the order ships.

MyShirt Inc. is a small online shop for printed and non-printed t-shirts. Due to the growing number of orders, the management decides to first document the order-to-cash process and then analyze the transaction data from an ERP system in which the process is performed on a daily basis.

The Order-to-Cash Process

The Management knows that process models are snapshots of business activities and recently, they've faced issues on timely delivery and payment. In order to find the root cause of these problems, the company decides to use SAP Signavio Process Intelligence to gain more insights on these performance issues and compliance violations. 

The following process model shows their Order-to-Cash process. 

Case Study Information

  • 1 order = 1 case
  • 855 cases (orders)have been taken into account for this analysis
  • There are two types of goods:
    • Non-printed shirts
    • Printed shirts
  • There are two types of customers:
    • Premium customers 
    • Standard customers
  • There are two types of shipment:
    • Express shipment (only eligible for premium customers)
    • Standard shipment

Step 3: Download the Data Set (Optional)

In collaboration with process experts, the IT department was able to obtain the transactional data and extracted this from the ERP-System. The team was so kind to provide them as CSV-files.

Now it's up to you as a Process Analyst to take a closer look at this data and find potential causes for the inefficiencies.

Download the EVENT LOG: here

Download the ATTIRUBTE LOG: here

Note

As the import of data is not included in the 30-days trial version, you can import the data set only if you have a SAP Signavio Process Intelligence license.

This data set defines the basis for the process analysis. Though, the training can also be successfully accomplished without the data set and the completed case study.

Well done! Now the actual work begins! Let's start uploading and analyzing the data.

Starting an Analysis

Uploading a Data Set (Manually)

Although it's common to use a connector to move data, let's focus on how to manually upload data.

A new Process Intelligence process works as your data bucket. It contains the event and the attribute log. Several adjustments to the process setting can be made as well, such as custom attributes, data views, etc. 

Continue to watch a series of videos on how to create a new process and analysis.  

Step 1 - Create a New Process

Watch the video below on how to create a new process.

Step 2 - Upload the Event Log

Next, look up your event log via the file explorer or just drag and drop your data file into the corresponding area. Afterwards, you can change the format of the time stamp or just select Import.

Step 3 - Upload the Attribute Log

Now we want to upload the attribute log in a similar way. There is also the option to change individual attribute types during the import. If there are no adjustments, accept all suggestions and run the import.

Step 4 - Create your Investigation

Now your process is ready for the analysis. Back on the list of "all investigations" of this process, we can create a new investigation. 

Besides restricting the attribute view, you can also opt to map your process data to an existing BPMN model. This is provided by the SAP Signavio Process Manager.

Now the stage is set for the actual process mining task. Next, we will look at how to use the analytic tools to build up an investigation to target key questions and gain insights.

Starting the Investigation

In SAP Signavio Process Intelligence, an investigation gives insights into the changes needed to improve and optimize your process. An investigation is a direct visualization of the data that is stored in transactional systems. 

  • Each investigation starts with the Process discovery, which gives insights into the different process variants from the most common path to non-conformance edge cases. It's basically a visualization of all executed events from the event log.
  • Chapters lead the investigation with text descriptions of aims, objections, findings, observations etc., and are part of the overall structure of an investigation.
  • In Process Mining the term Activity describes the different types of possible events. The term Event is most often used to describe individual executions of activities.

Here is an overview of the most important elements in your investigation.

Select each button to learn about the feature. 

Different Widgets for Different Purposes

Different widgets are used to tell stories on your investigation. Their main purpose is to explore and assess the interaction of events and key process factors.

There are different widgets that you can pick from. Choose which widgets you need based on your questions and targets. For example, there are widgets that focus on conformance checks, variance, or performance analyzing.

A widget basically represents a single analytical component.

Some widgets serve to calculate and present special key figures in a simple way, for example, Value.

Others are especially helpful to illustrate the ratio or distribution of certain performance indicators, for example, Over timeDistribution or Breakdown.

In order to reveal nonconformity or variations in the execution of the process, you can use Process ConformanceVariant ExplorerProcess Discoveryor Correlation.

More widgets like Case TableActivity List or Diagram allow you to extend your analysis with additional explanations or information. 

How to Structure an Investigation?

Let's take the first trip through the capabilities of SAP Signavio Process Intelligence!

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