Problem Definition

User Story

As a new user
I want data to be pre-loaded into Optimize
So that I can learn its functionality

Use Cases

• Trial customer can see the value of Camunda Platform+Optimize and decides to buy
• A new business user on an established Camunda instance can learn the value of Optimize and see what they can do with it
• Consulting/Sales can demo the value of Camunda Platform+Optimize

PM Notes (Customer requests, context, assumptions)

• Based on the Optimize Adoption Journey Miro board
• We should use the Customer Onboarding workflow as-is from the Consulting Showroom
• Must be available in all new versions of Optimize, both in C7 (Process Engine-based) and C8 (Zeebe-based)
• Later iterations will include more functionality ('fast-forward', 'reset', 'soft-delete')
• The consulting team has created a plugin for generating data
• Later iterations may also include edits to the preloaded data or additional datasets
  • Tableau has some publicly available datasets for playing around with. They're in tabular format, which is the data structure of choice for business users

Solution Definition

Solution Ideas

• Preload the Optimize database with data
• Use the Zeebe data generator AND the existing Engine data generator
• Leverage the work in OPT-5757

Design Notes (Videos, mockups, guidance)

N/A

User Scenario

GIVEN I install Camunda Optimize
WHEN I start the application for the first time
THEN a dataset is automatically provided
AND the dataset has data in the previous month
AND the dataset has data in the current month
AND the dataset is realistic

Metrics (if applicable)

• Average time to first report creation for a new organization