Process Digests

Value Proposition Statement

Pushing relevant information to process owners will help them adopt a pattern of continuous improvement

User Problem

As a process owner I want to stay informed of important changes in my process data and share it with stakeholders. However, I experience the following problems:

• Process owners don’t have a trigger to open Optimize
• New Optimize users don’t know how to analyze their data

Use Cases

Note: we can choose to go with alerts OR KPIs (or both - they're closely related)

• (MH) Process owners can subscribe to process performance updates
• (MH) Process owners can read their KPI/alert status without logging in to Optimize
• (SH) Process owners can see information relevant to their KPI/alerts
• (SH) Process owners can see KPI/alert value changes from the previous time period
• (SH) Process owners can evaluate whether the process needs attention by reading the email subject
• (NTH) Process owners only receive 1 notification, even if they subscribe to multiple processes
• (NTH) Additional users can also subscribe to these updates ([example](https://help.salesforce.com/s/articleView?id=sf.dashboards_subscribe_lex.htm&type=5))

Implementation Notes

• One way to evaluate whether the process needs attention is to put the percentage of KPIs that were met in the subject line

• Kickoff Document
• Solution Kickoff

Open Questions ( = recommendation)

• Where does the user subscribe to these digests?
  • If Collection, it aligns with the behavior (all KPIs within a Collection) but is hidden
  • If Dashboard, it's highly visible but could introduce confusing behavior is misaligned with the content
• Which KPIs? (i.e. number report with target and/or alert)
  • If all KPIs within a given collection, you have less control over its contents and other processes may also be included OR we'd have to introduce filtering
  • If all KPIs within a given dashboard, it may introduce heavy dashboards with many reports (but consolidate nicely)
• How does the email look?
  • Minimal: Current KPI values vs target and link to Optimize
  • Ideal: Clear, professional where the user can quickly assess the KPI health. If the dashboard is shared, also include a link to the shared dashboard

Success Metrics

• Number of update notifications sent
• Update notification conversion rate

Links

• [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7)
• ProdHub Issue (Github)

Design

• NEEDS LINK
• Design Reviewed - Design Needed
• Designer Assigned - @currandwyer

Implementation

• See linked Jira tickets

Documentation

• TBC