Insights Dashboards#

An Insights dashboard displays essential information about a specific model or object in your organisation, and has a quick access area for key features.

Insights Dashboard vs. Notebook

An Insights dashboard summarizes the most important information about a model or object, such as aggregated data, information about referenced objects with charts etc. This information is presented in an easily understandable and visually appealing way. The Notebook, on the other hand, is a dedicated tool for editing and reading master data and contains no graphics. The Notebook is for data management, while an Insights dashboard is for reading and analysis.

Availability of Insights Dashboards

The availability of Insights dashboards depends on the application library. In the ADONIS BPMS Application Library, the following Insights dashboards are available:

Open Insights Dashboard#

To open an Insights dashboard:

  • Right-click the model or object, point to Open, and then click Insights  .

You can open an Insights dashboard this way using e.g. the Explorer or a dashboard as a starting point. Additionally, it is possible to open an Insights dashboard directly from the graphical editor by clicking the Insights button .

Show/Hide Empty Sections#

By default, all areas of an Insights dashboard for which no data is available are hidden. To show or hide empty sections:

  • Click the Show empty sections button at the top of the Insights dashboard.

Available Functions#

Across all widgets (= small program windows) of the various Insights dashboards various functions are available. Click the More button to access these functions:

  • Show a tooltip with information about the widget (icon )

  • Export the content of a widget as a PDF file or Excel file (XLSX format) (icon )

  • Refresh a widget to get the latest data (icon )

  • Filter data in columns to show the elements you want and hide the rest:

    • Show or hide filters (icon )

    • Clear all filters (icon )

  • Show or hide columns (icon )

Insights Dashboard for Business Process Diagrams#

This dashboard consists of the following areas:

 Insights Dashboard for Business Process Diagrams

Process Hierarchy#

This widget shows the parent processes as well as the child processes of the Business Process Diagram in the process hierarchy of the organisation (to better understand the context of the process currently being viewed).

Each node represents a process. The centre node is the Business Process Diagram you are interested in. The incoming and outgoing relations are shown as branches, with the incoming paths to the left and the outgoing paths to the right.

The following options are available:

  • Click a node to collapse or expand a branch.

  • Click a node title to open the model.

SIPOC#

The SIPOC widget enables you to analyse the process with a SIPOC table. The acronym SIPOC stands for:

  • Supplier

    The provider of inputs into a process.

  • Input

    Materials, information and other resources needed to complete a process.

  • Process

    Tasks used to convert inputs into outputs.

  • Output

    Products or services resulting from the process.

  • Customer

    Recipient of the outputs.

These 5 key elements form the columns of the table, where the focus is on summarizing the inputs and outputs.

What Data Is Displayed in the Columns?

  • Supplier: All External Partners, Organisational Units und Roles listed as Process suppliers for the Business Process Diagram.

  • Input: All Documents listed as Input for the Business Process Diagram or as Data input for the objects in the model.

  • Process: All Tasks contained in the Business Process Diagram.

  • Output: All Documents listed as Output for the Business Process Diagram or as Data output for the objects in the model.

  • Customer: All External Partners, Organisational Units und Roles listed as Process customers for the Business Process Diagram.

note

Note that suppliers and customers can be internal or external to the organization performing the process.

A SIPOC has its origins in TQM initiative and is still widely used today in Six Sigma, lean manufacturing and more general in business process management.

RACI and Input/Output Insights#

Involved Roles (RACI)

This table lists all Roles relevant for the process and their degree of responsibility and involvement.

Inputs, Outputs and Applicable Documents

This table lists all Documents relevant for the process and whether they are classified as Input, Output or as Referenced documents. Additionally, the Document owner and Document type are shown. To view or download a document, click the icon in the File column.

IT and Resource Insights#

IT Systems and Resources

This table comprises all Applications, Services, Infrastructure Elements and Resources needed for running this process, and lists their attributes Responsible person and Application type or Resource type.

Process Assessment Insights#

Process Potential and Maturity Analysis

This gauge chart shows the current value of the following attributes of the Business Process Diagram (one gauge for each attribute):

  • Cost efficiency

  • Cycle time

  • Quality

  • Customer satisfaction

  • IT support

  • Compliance

  • Risk management

  • Process management maturity

Move the mouse pointer over a gauge to display a tooltip with the exact percentage.

Risk Insights#

Risk and Control Overview

This table provides a compact overview of all relevant Risks as well as the assigned Controls mitigating the Risks. All in all, the following attributes are listed for each Risk:

  • Likelihood

  • Impact

  • Detection

  • Value at risk

  • Responsible person

  • Required controls

Performance Insights#

Key Performance Indicators

This table shows the current value of the following attributes of all Performance Indicators contained in the Business Process Diagram:

  • State

  • Current value

  • Target value

  • Unit

  • Periodicity

Initiative Insights#

Initiatives

For all Initiatives assigned to this process, this table shows the current value of the following attributes:

  • State

  • Progress (automatic)

  • Responsible person

Quick Access#

The quick access area allows you to further explore details you are interested in. You can perform the following actions:

  • RACI Matrix

    Analyse and visualise project roles and responsibilities.

  • QM report

    Create a QM report containing information about responsibilities, scope, inputs, outputs, resources and the flow of the business process.

  • Standard report

    Create a report with all important information about the business process.

  • References

    Show references of the business process.

  • Validation

    Verify compliance with various guidelines and best practices.

  • Simulation

    Simulate the execution of your business process to find out about cycle times, costs and resources.

Insights Dashboard for Roles#

This dashboard consists of the following areas:

 Insights Dashboard for Roles

Organisation Insights#

Belongs to

For all Organisational Units to which the Role belongs, this table provides the following information:

  • the Type of the Organisational Unit

  • the number of Assigned performers/users

  • the content of the Manager attribute

  • a list of all Assigned Business Process Diagrams

Business Process Insights#

Assigned Tasks and Processes

For all Tasks assigned to the Role, this table provides the following information:

  • the model in which the Task is maintained

  • the responsibilities of the Role for each Task according to a RACI matrix

Business Process Classification (Overview)

This table lists all Business Process Diagrams which contain Tasks the Role is responsible for. The following paths are evaluated:

  • Role < any RACI relation (Responsible, Accountable, Consulted or Informed)< Task   < Business Process Diagram

All in all, the following attributes are listed for each Business Process Diagram:

  • State

  • Process Owner

  • Key process

  • Process type

  • Predictability

  • Complexity

  • Process frequency

  • Business value

Business Process Classification (Charts)

This widget helps classify the Business Process Diagrams which contain Tasks the Role is responsible for. The following paths are evaluated:

  • Role < any RACI relation (Responsible, Accountable, Consulted or Informed)< Task   < Business Process Diagram

The pie charts show the distribution of a set of given values for the following attributes:

  • Key process

  • Process type

  • Predictability

  • Complexity

  • Process frequency

  • Business value

Business Process Scoring

This radar chart helps to analyse improvement potential in Business Process Diagrams based on a simple as-is assessment of the attributes Quality, Cycle time, Cost efficiency, Customer satisfaction, IT support, Compliance and Risk management.

The following paths are evaluated:

  • Role < any RACI relation (Responsible, Accountable, Consulted or Informed)< Task   < Business Process Diagram

BPMS Responsibilities#

Asset Responsibilities

This table lists all repository objects the Role is responsible for.

Model Responsibilities

For all models assigned to the Role, this table provides the following information:

  • the State of the model

  • the responsibilities of the Role for each model according to an OMRA matrix (Process owner, Process manager, Methodical reviewer or Process analyst/designer)

  • the validity period of the model

Initiative Insights#

Related Initiatives

For all Initiatives assigned to this Role, this table shows the current value of the following attributes:

  • State

  • Progress (automatic)

  • Responsible person

Quick Access#

The quick access area allows you to further explore details you are interested in. You can perform the following actions:

  • RACI Matrix

    Analyse and visualise project roles and responsibilities.

  • Object report

    Create a report with all important information about the Role.

  • References

    Show references of the Role.

  • Validation

    Verify compliance with various guidelines and best practices.

Insights Dashboard for Organisational Units#

This dashboard consists of the following areas:

 Insights Dashboard for Organisational Units

Business Insights#

Assigned Roles

For all Roles assigned to the Organisational Unit, this table provides the following information:

  • the number of Assigned users

  • the Business Process Diagrams each Role is responsible for according to a RACI matrix

Work Instructions, Templates and Further Documents

This table lists all Documents which are referenced by the Organisational Unit. The Document owner and Document type are shown. To view or download a document, click the icon in the File column.

Business Process Insights#

Assigned Business Processes - Key Facts

For all Business Process Diagrams assigned to the Organisational Unit, this table provides the following information:

  • the State of the model

  • the Process owner of the model

  • all Roles which are responsible for Tasks in the process according to a RACI matrix

  • all Documents which are relevant for the process as Input, Output or as Referenced documents

  • all Risks that affect Tasks in the process, or the process itself

  • all Applications, Services, Infrastructure Elements and Resources which are assigned to Tasks in the process, or to the process itself

Business Process Classification (Overview)

For all Business Process Diagrams assigned to the Organisational Unit, this table lists the following attributes:

  • State

  • Key process

  • Process type

  • Predictability

  • Complexity

  • Process frequency

  • Business value

Business Process Classification (Charts)

This widget helps classify the Business Process Diagrams assigned to the Organisational Unit. The pie charts show the distribution of a set of given values for the following attributes:

  • Key process

  • Process type

  • Predictability

  • Complexity

  • Process frequency

  • Business value

Business Process Scoring

This radar chart helps to analyse improvement potential in Business Process Diagrams assigned to the Organisational Unit based on a simple as-is assessment of the following attributes:

  • Cost efficiency

  • Cycle time

  • Quality

  • Customer satisfaction

  • IT support

  • Compliance

  • Risk management

Initiative Insights#

Related Initiatives

For all Initiatives assigned to this Organisational Unit, this table shows the current value of the following attributes:

  • State

  • Progress (automatic)

  • Responsible person

Risk Insights#

Assigned Risks

This table provides a compact overview of all relevant Risks as well as the assigned Controls mitigating the Risks. All in all, the following attributes are listed for each Risk:

  • Likelihood

  • Impact

  • Detection

  • Value at risk

  • Responsible person

  • Required controls

Quick Access#

The quick access area allows you to further explore details you are interested in. You can perform the following actions:

  • Matrix

    Show which Performers/Users have a Role that is assigned to the Organisational Unit.

  • Object report

    Create a report with all important information about the Organisational Unit.

  • References

    Show references of the Organisational Unit.

  • Validation

    Verify compliance with various guidelines and best practices.

  • Open Insights Dashboard
  • Show/Hide Empty Sections
  • Available Functions
  • Insights Dashboard for Business Process Diagrams
    • Process Hierarchy
    • SIPOC
    • RACI and Input/Output Insights
    • IT and Resource Insights
    • Process Assessment Insights
    • Risk Insights
    • Performance Insights
    • Initiative Insights
    • Quick Access
  • Insights Dashboard for Roles
    • Organisation Insights
    • Business Process Insights
    • BPMS Responsibilities
    • Initiative Insights
    • Quick Access
  • Insights Dashboard for Organisational Units
    • Business Insights
    • Business Process Insights
    • Initiative Insights
    • Risk Insights
    • Quick Access