Time-Based Goal Setting

Problem Definition

User Story

As a process owner
I want to set time-based goals for my process
So that I can easily evaluate their health

PM Notes (Customer requests, context, assumptions)

• Problem: The most frequent reason customers cite for process automation is improving process speed. However, Optimize is not well-designed for tracking duration KPIs
• Goal: Helps BU Operations Managers decide where to invest process improvement resources by standardizing how duration business goals are set across multiple processes

Use Cases

• (MH) Track whether a target percentage of process instances meet a target SLA
• (MH) Track whether a target percentage of process instances follow the happy path
• (MH) View how existing data is distributed

Solution Definition

Solution Ideas

The user is able to set duration goals for a percentile of the data. 
Happy path (default to 80%) + duration value 
SLA (default to 99%) + duration value. 
Both configurations have the less than operator.

Goals are calculated for the last 30 days (Not current month)

Result preview displays the duration value for the defined percentage of data.
The duration value is displayed red or green depending on the goals success. 

Red - the duration value is higher than the specified target
Green - the duration value is equal to or lower than the specified target. 

Design Notes (Videos, mockups, guidance)

Updated goal setting screen
Updated alert screen
Updated Process list (time range has changed to last 30 days) 
Updated goal displays

User Scenario (Given, When Then)

NAVIGATION
GIVEN I am viewing the processes page
(SH) AND I have editing rights
(MH) THEN I can set a time-based goal

GOAL-SETTING MODAL
GIVEN I am viewing the processes page
WHEN I decide to set a time-based goal
(MH) THEN the user can see an evaluation of the current goal configuration
(MH) AND the user can view a chart with process instance count grouped by duration, filtered by process instances ended in the current month
(MH) AND the user can view a line chart of percentage duration aggregations grouped by end date filtered by process instances ended in the last 30 days
(https://jira.camunda.com/browse/OPT-5978) 
(SH) AND the user can visualize the goals on the chart
(MH) AND I can interact with an info icon to learn more about key concepts

GOAL PREVIEW & TOOLTIP
GIVEN I have configured at least one goal
(MH) THEN I see the evaluation of the goal 
(MH) AND I see the current value of the percentile 

 

CREATE NEW GOAL
WHEN I am setting a time-based goal
(MH) AND no current goal is saved
(MH) THEN a default set of goal percentage configurations is selected in a percentage select menu.
(MH) I can select another percentage from the options provided
(NTH) AND a default set of goal duration configurations (values and units) is provided or updated based on the new percentage selection.
(NTH): Default configurations should be rounded 'nicely'
I can save the goals as configured by the default

EDITING GOALS
GIVEN existing goal have been set
WHEN I open the goal setting modal
(MH) THEN the current goal status is loaded
(SH) AND the 'update goals' button is disabled
(SH) BUT if I change the configuration
(SH) THEN I can update the goals
(MH) BUT if I cancel the changes
(MH) THEN changes are not made

 

FOCUSING CONFIGURATION
GIVEN I am viewing the goal modal
WHEN I focus on a section of the configuration
(SH) THEN the corresponding section of the chart is highlighted
(SH) AND the selected, but not in focus section of the chart has a different color
(SH) AND unselected ranges have a different color

CHANGING CONFIGURATION
GIVEN I am modifying a configuration
WHEN I change the configuration
(MH) THEN the goals are re-evaluated
(MH) AND the visualisation is updated

UNCONFIGURED GOAL

GIVEN I am modifying the configuration
WHEN I remove input from the duration
THEN a warning appears and the goal cannot be saved or updated
AND I must configure or hide the goal from the display to save the goal 

 

SAVING GOALS
GIVEN goal configuration has been set
WHEN I save the configuration
(MH) and the configuration is valid
(MH) THEN I can view the current goal status in the Processes page
(MH) AND I can view a goal summary (e.g., tooltip)
(MH) AND I can edit the goal

DELETING GOALS 
GIVEN I have set at least 1 goal
AND I am viewing the set goals modal
(SH) THEN an option to delete time-based goals for a process is provided
(SH) WHEN I delete the goals for a process
(SH) THEN all related time-based goals for that process are disabled
(SH) AND the goal does not appear on the Processes page
(SH) AND the button on the process reads 'Set Goals'

DISABLING GOALS
GIVEN I have at least one goal configured

AND I am viewing the set goals modal
(SH) THEN an option to not display the goals
(SH) WHEN I hide a goal
(SH) THEN the goal preview updates to show only the displayed goal
(SH) THEN that goal is no longer displayed in the process page
(SH) AND I am able to display the goal again via the goal modal

 

OVERLAPPING GOALS
GIVEN I have configured goals
(NTH) AND the ideal duration is GREATER THAN the unacceptable duration
(NTH) THEN the evaluation does not show any instances in the acceptable range
(NTH) AND the evaluation warns the user that the ideal and unacceptable durations are overlapping
(NTH) AND the visualization's color-coding prioritizes focused bars over unfocused bars

 

MISCONFIGURED GOALS 
GIVEN that the SLA is set lower than the target duration 
THEN the goal is misconfigured 
AND We allow users to misconfigure goals and return the results 

GIVEN that the user sets a stretch goal where the goal value is far below the expected value 
THEN the goal will be displayed as valid and unmet 

 

Metrics (if applicable)

• Frequency of time-based goal updates
  • (MH) Total number of updates
  • (SH) Number of unique processes with a time-based goal
  • (NTH) Number of updates per unique process