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Version: 12.0

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.

Types of Insights Dashboards

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

  • the model type   Business Process Diagram

  • ALL types of repository objects (for example   Processes,   Documents,   Applications,   Products,   Roles,   Organisational Units, etc.)

The Insights dashboard for   Business Process Diagrams displays essential information about a specific business process.

All dashboards for objects contain the same set of default widgets that provide the user with summary data about the object. Some dashboards also have additional widgets.

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 .

Edit Attributes#

To edit the attributes of the object that is open in the Insights dashboard:

  • Click the Edit button at the top of the Insights dashboard.

The Notebook opens. If you have write access, you can edit the attributes.

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#

The Insights dashboard for   Business Process Diagrams contains the following widgets:

Header#

The header of the Insights dashboard for   Business Process Diagrams is similar to the header used in other Insights dashboards (see here).

The name of the Business Process Diagram is shown at the top. Beneath the name, you can see the State, the Process owner and the Description of the model. If there are   Labels that aggregate this model, you will see a tag for each of them.

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).

 Insights Dashboard — Process Hierarchy

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.

 Insights Dashboard — SIPOC

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.

Involved Roles (RACI)#

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

 Insights Dashboard — Involved Roles (RACI)

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.

 Insights Dashboard — Inputs, Outputs and Applicable Documents

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.

 Insights Dashboard — IT Systems and Resources

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):

 Insights Dashboard — Process Potential and Maturity Analysis

  • 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 and Control Overview#

This table provides a compact overview of all relevant Risks as well as the assigned Controls mitigating the Risks.

 Insights Dashboard — Risk and Control Overview

All in all, the following attributes are listed for each Risk:

  • Likelihood

  • Impact

  • Detection

  • Value at risk

  • Responsible person

  • Required controls

Assigned Control Objectives#

This table provides an overview of the maturity level of the Control Objectives assigned to this process. The attributes As-is maturity level and To-be maturity level of the relation Assigned control objectives are evaluated for this purpose.

In addition, you can see who is assigned as Responsible person for the Control Objectives.

 Insights Dashboard — Assigned Control Objectives

Key Performance Indicators#

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

 Insights Dashboard — Key Performance Indicators

  • State

  • Current value

  • Target value

  • Unit

  • Periodicity

Initiatives#

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

 Insights Dashboard — Initiatives

  • State

  • Progress (automatic)

  • Responsible person

Quick Access#

The quick access area allows you to further explore details you are interested in.

note

This section describes the quick access area in the Insights dashboard for   Business Process Diagrams. If you want to know more about the quick access area in Insights dashboard for objects, read on here.

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.

Default Widgets for all Objects#

Regardless of which object you choose, an Insights dashboard will always contain the default widgets, which are described in detail below.

note

Some dashboards also have additional widgets. See the sections about Roles , Organisational Units and Processes to find out more.

Header#

The header is the area along the top of the dashboard.

 Insights Dashboard — Header

The following information is displayed here:

  • the name of the object

  • the Process owner or Responsible person

  • the Description of the object

  • tags for all   Labels that aggregate this object

note

The tag colour can be set via the Colour attribute of the Labels.

Some dashboards show additional information:

  •   Processes show the State

  •   Organisational Units show the Type

  •   Roles show the number of Assigned users (role holders)

Additionally, you can edit the attributes of the object that is open in the Insights dashboard and show or hide empty sections .

Relationships Network#

This network diagram shows the currently viewed object and all related objects or models.

 Insights Dashboard — Relationships Network

The following paths are evaluated:

  • Object > any relation > 'To' object or model

  • Object < any relation < 'From' object or model

The centre node is the currently viewed object, while the nodes around it represent related objects and models grouped by type. Click on such a node to show the individual artefacts.

If a node contains more than 10 child objects or models, the extra artefacts are not displayed. To display all artefacts, click Show All.

Related Initiatives#

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

 Insights Dashboard — Related Initiatives

  • State

  • Progress (automatic)

  • Responsible person

Assigned Risks#

This table provides a compact overview of all relevant Risks as well as the assigned Controls mitigating the Risks.

note

This widget is not contained in the Insights dashboard for   Roles.

 Insights Dashboard — Assigned Risks

All in all, the following attributes are listed for each Risk:

  • Likelihood

  • Impact

  • Detection

  • Value at risk

  • Responsible person

  • Required controls

Assigned Control Objectives#

This table provides an overview of the maturity level of the Control Objectives assigned to this object. The attributes As-is maturity level and To-be maturity level of the relation Assigned control objectives are evaluated for this purpose.

In addition, you can see who is assigned as Responsible person for the Control Objectives.

 Insights Dashboard — Assigned Control Objectives

Timeline#

This timeline shows the lifecycle of the currently viewed object.

 Insights Dashboard — Timeline

You can see at a glance:

  • When the object becomes productive (valid from)

  • When the object is decommissioned (valid until)

Usage in Models#

This table shows all models that contain the currently viewed object.

 Insights Dashboard — Usage in Models

The table shows the following information:

  • the Last editor

  • the Date of last change

Quick Access#

The quick access area allows you to further explore details you are interested in.

note

This section describes the quick access area in Insights dashboards for all types of objects. If you want to know more about the quick access area in the Insights dashboard for   Business Process Diagrams, read on here.

 Insights Dashboard — Quick Access

You can perform the following actions:

  • BIA [all except Roles & Organisational Units]

    Analyse and visualise dependencies between objects across multiple layers.

  • RACI Matrix [Roles & Organisational Units only]

    Analyse and visualise responsibilities.

  • References

    Show references of the object.

  • Validation

    Verify compliance with various guidelines and best practices.

  • Object report

    Create a report with all important information about the object.

Additional Widgets for Roles#

The Insights Dashboard for   Roles contains all default widgets and some additional widgets, which are described in detail below.

Belongs to#

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

 Insights Dashboard — Belongs to

  • 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

Assigned Tasks and Processes#

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

 Insights Dashboard — Assigned Tasks and Processes

  • 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.

 Insights Dashboard — Business Process Classification (Overview)

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.

 Insights Dashboard — Business Process Classification (Charts)

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.

 Insights Dashboard — Business Process Scoring

The following paths are evaluated:

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

Asset Responsibilities#

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

 Insights Dashboard — Asset Responsibilities

Model Responsibilities#

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

 Insights Dashboard — Model Responsibilities

  • 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

Additional Widgets for Organisational Units#

The Insights Dashboard for   Organisational Units contains all default widgets and some additional widgets, which are described in detail below.

Assigned Roles#

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

 Insights Dashboard — Assigned Roles

  • 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.

 Insights Dashboard — Work Instructions, Templates and FurtherDocumentsDocuments

Assigned Business Processes - Key Facts#

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

 Insights Dashboard — Assigned Business Processes - Key Facts

  • 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:

 Insights Dashboard — Business Process Classification (Overview)

  • 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.

 Insights Dashboard — Business Process Classification (Charts)

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:

 Insights Dashboard — Business Process Scoring

  • Cost efficiency

  • Cycle time

  • Quality

  • Customer satisfaction

  • IT support

  • Compliance

  • Risk management

Additional Widgets for Processes#

The Insights Dashboard for   Processes contains all default widgets and one additional widget, which is described in detail below.

Referenced Business Process/Process Landscape#

This widget shows the model that is referenced in the currently viewed Process.

 Insights Dashboard — Referenced Business Process/Process Landscape

The following path is evaluated:

  • Process > Referenced business process/process landscape  > Business Process Diagram or Process Landscape