Decision Support

With XMPro, business users have multiple options for routing processes to drive the outcome towards process goals and KPIs. Make these goals and KPIs visible as part of the process will make them easier to make decisions in support of these goals and KPIs. XMPro Decision Support includes:

• Process Goals
• Best Next Actions
• In-flight Operational Intelligence

Process Goals

Process Goals in the Widget Bar provides a canvas to show process KPI’s, goals and other critical performance data from XMPro as well as external data sources and intelligence tools.

This means knowledge workers can make better decisions faster based on Real-Time Operational Intelligence and it guides actions towards achieving specific process KPIs.

Process Goals are defined in the XMDesignerIs used to configure XMPro BPM solutions. and these goals can be chart-based, widgets from a third-party operational intelligence solutions or scorecard measures that can be shown in graphic and text format.

Process Goals are configured per process activityA specific step in a process.  It will be the user interface for that step (web form or a screen), for example, the Leave Application (screen interface or web form) will be the first Activity in the Leave Requisition process.  The Leave Application Authorization will be the second step or Activity in the Leave Requisition process.  One Process can have multiple activities. to display relevant, contextual data.

Example

In the Bid Management process, we want to display two process goals 1) The Sales Budget from the ERP and 2) The Prospect Funnel from CRM.

1. Click the Process Group.
2. Double-click the relevant Process, for example, Opportunity Management (v1.0.0.675).
3. Click the relevant Activity, for example, New Bid Opportunity.
4. Click Properties tab.
5. Click  Process Goals (CollectionIs a virtual grouping of Stream Hosts.  All Stream Hosts in a collection are broadcasted the same instructions from the IoT Portal.  This way a Use Case can be mass deployed to all the Stream Hosts in a given Collection.) menu. The Process Goals Configuration Window will be displayed as shown in the following figure.

6. Click Two Columns.
7. Confirm that you are in tab one Column One.
8. Click Chart
9. Click your Database Connection.
10. Provide the Statement to execute.
11. Click Chart Wizard. The Chart Wizard Window will be displayed.

12. Click the preferred Chart.
13. Click Appearance to preview the graph, if required as shown in the following figure.

14. Click one of the Presentation options as required to customize a chart’s appearance at runtime.
15. Click Finish.
16. Click OK.

Do the same for column two.

1. Click Two Columns.
2. Click the Column Two
3. Click Chart.
4. Click the relevant Database connection.
5. Provide the Statement to execute.

6. Click Chart Wizard. The Chart Wizard will be displayed as shown in the following figure.

7. Click Pie chart and provide values for the parameters as indicated.
8. Click Appearance to preview the graph, if required as shown in the following figure.

9. Click one of the Presentation options as required to customize a chart’s appearance at runtime.
10. Click Finish.
11. (Not shown) Click OK. Your end-user will see the following in their XMWorkspace:
12. When they click the Process Goals icon, the two Process Goals as previously defined will be displayed.

Best Next Actions

Having multiple options in a process can be a challenge for inexperienced or new employees. XMPro’s Best Next Actions are designed to guide them towards the best decision under the circumstances.

Best Next provides a mechanism to guide business users based on historical analysis, predictive analysis, external data & services, and best practice algorithms or decision logic.

This means business users are proactively guided based on historical successes, predictive analytics using big data sources, external services (for example, Weather patterns for procurement) or policy guides.

Configuration Options

Configuring the Chart Option

In XMDesigner, the Bid Committee Review Activity, we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (Collection) menu as shown in the following figure.

6. Click Two Columns, if you want to include two graphs.
7. Click the Column One
8. Click the Chart.
9. Select the relevant Database, for example, XMDB in as shown in the following figure.
10. Provide the Statement to execute.
11. Click Chart Wizard. The Chart Wizard Window will be displayed as shown in the following figure.

12. Click the Bar chart type.
13. Click Appearance to see what the Best Next Action will look like as shown in the following figure.

14. Click one of the Presentation options as required to customize a chart’s appearance at runtime.
15. Click Finish.
16. Repeat Steps 6-15 for Column Two and Column Three as applicable.
17. (Not shown) Click OK.

Display the Chart Option Results

Display the chart option results in XMWorkspace as follows.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

Configuring the iFrame Option

In XMDesigner, the Insurance Claim Activity, we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (Collection) menu as shown in the following figure.

6. Click One Column, if you want to include one graph.
7. Click the Column One.
8. Click the iFrame radio button.
9. Click the URL to Load text box and type the URL path.
10. Repeat Steps 6-9 for Column Two and Column Three as applicable.
11. Click OK.

Display the iFrame Option Results

This procedure describes how to display the iFrame option results in XMWorkspace.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

Configuring the Guide Option

In XMDesigner, the Bid Committee Review Activity, we want to add a Best Next Action that is, giving the user advice regarding what would be the Best Next Action.

1. Click the relevant Process Group.
2. Click the relevant Process.
3. Click the relevant Activity.
4. Click Properties tab.
5. Click  Best Next Action (Collection) menu as shown in the following figure.

6. Click One Column, if you want to include one graph.
7. Click the Column One
8. Click the Guide radio button.
9. Click OK.

Edit Best Next Action

This procedure describes how to edit a Best Next Action Guide in the XMWorkspace.

1. Click New > Process.
2. (Not shown) Click Edit Best Next Action under XMPro Processes section.
3. Click the  icon to browse.

4. Click the Description text field, type the activity, and press the Enter key or wait for the grid to refresh.
5. Click the  to select the activity displayed.

5. Click the plus to add a New Best Next Guide Question.
6. Click the No text field, type the next number in a sequence for your question.
7. Click the Question text field and type a question relevant to your activity.
8. Click the Outcome Yes text field and type the determined outcome for Yes.
9. Click the Outcome No text field and type the determined outcome for No.
10. Click Save.

Business Rules

• If you select the Remove check box and click Save, the Question will be removed from the guide.

Display the Guide Option Results

This procedure describes how to display the Guide option results in XMWorkspace.

1. Click the Best Next icon in the widget bar. The Best Next Action window opens as shown in the following figure.

When the Best Next Action window opens with a question, continue selecting No until all the questions display.

In-Flight Operational Intelligence

In-Flight brings both XMPro and third Party information into the process form. The XMPro Chart Wizard can be used or third Party applications, for example, SAP Hana, Cognos, and Qlikview, etc.

Business users can make better process decisions faster. For example, showing a Budget, Actual, and Committed In-Flight chart will help a manager decide on the best options for a purchase order.

Business processes are the best consumers of operational intelligence data. Therefore, we should provide business users operational performance data that will influence their operational and tactical decisions.

Access to real-time intelligence increases revenue drives down costs and improves customer service while maintaining compliance.

Example: In-Flight Operational Intelligence

In-flight Operational Intelligence is configured as part of an Activity. In the following Opportunity Management Process example, we want to display the Risk Probability as part of the Bid Committee Review step or Activity. This will enable the Knowledge Worker to make an informed decision. The process is now intelligent.

1. Click the relevant Process, for example, Opportunity Management.
2. Double-click the relevant Activity in your Work Area, for example, Bid Committee Review.

3. Click Toolbox.
4. Click Designer tab.
5. Design your screen by dragging and dropping the relevant objects in the Activity Designer window into the work area. The Object Configuration Wizard displays as shown in the following figure.

6. Configure the object properties using the General and Options Click OK. Repeat Step 5-6 for each object in the work area.
7. Right-click and open the XMPro Wizard to configure and amend their properties.

8. Expand Options under Attributes.
9. Click Chart Definition (Open Wizard) under Options. The Chart Wizard displays as shown in the following figure.

10. Click Bubble as indicated on the left as shown in the previous figure.
11. Click Appearance to see a preview of the graph.
12. Click one of the Presentation options as required to customize a chart’s appearance at runtime.
13. Click Finish. The user will see the following In-flight Operational Intelligence in the XMWorkspace.