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Epic
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Resolution: Done
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L3 - Default
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None
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1
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Not defined
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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
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
This is the controller panel for Smart Panels app
[OPT-6126] Process Digests
| Description |
Original:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. Use Cases - [ ] (MH) Process owners can subscribe to process performance updates -- What format? Email format -- Subscribe where? Collection page? Dashboard page? Process page? -- Receive how often? We can assert a frequency (every Monday at 9am local) or make it configurable - [ ] (MH) Process owners can read their KPI status without logging in to Optimize -- How do they read KPI status? See current value and target value with formatting for easy reading -- How do they avoid logging into Optimize? Sent via email -- Which KPIs? (All KPIs within a given collection (i.e. number report with target and/or alert) - [ ] (SH) Process owners can see information relevant to their KPIs -- How do they see relevant information? Create dashboard with drill-down reports OR modify KPI report read-only in report builder -- How do they navigate? Create a link to the parent dashboard of a KPI report - [ ] (SH) Process owners can see KPI changes from the previous time period -- How see changes? Compare current vs previous value (based on subscription frequency) - [ ] (NTH) Process owners only receive 1 notification, even if they subscribe to multiple processes -- Why not? Bundling process updates makes them less forward-able and complicates the solution - [ ] (NTH) Additional users can also subscribe to these updates ([example](https://help.salesforce.com/s/articleView?id=sf.dashboards_subscribe_lex.htm&type=5)) -- Why not? The process owner can forward these emails or a shared dashboard with stakeholders, at least for the first iteration h3. Implementation Notes * See Jira Epic h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * Jira Epic h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
New:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. Use Cases - (MH) Process owners can subscribe to process performance updates -- What format? Email format -- Receive how often? We can assert a frequency for MVP (e.g. every Monday at 9am) and revisit a configuration UI - (MH) Process owners can read their KPI status without logging in to Optimize -- How do they read KPI status? See current value and target value with formatting for easy reading -- How do they avoid logging into Optimize? Sent via email - (SH) Process owners can see information relevant to their KPIs -- How do they see relevant information? Create dashboard with drill-down reports OR modify KPI report read-only in report builder. Make it easier to create a report in the UI -- How do they navigate? Create a link to the parent dashboard of a KPI report - (SH) Process owners can see KPI changes from the previous time period -- How see changes? Compare current vs previous value (based on subscription frequency) - (NTH) Process owners only receive 1 notification, even if they subscribe to multiple processes -- Why not? Bundling process updates makes them less forward-able and complicates the solution - (NTH) Additional users can also subscribe to these updates ([example](https://help.salesforce.com/s/articleView?id=sf.dashboards_subscribe_lex.htm&type=5)) -- Why not? The process owner can forward these emails or a shared dashboard with stakeholders, at least for the first iteration h3. Implementation Notes h4. 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 h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * [ProdHub Issue|https://github.com/camunda/product-hub/issues/68] (Github) h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
| Assignee | New: Asia Malina [ asia.malina ] | |
| Status | Original: Open [ 1 ] | New: In Design [ 11312 ] |
| Epic Child |
New:
|
| Description |
Original:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. Use Cases - (MH) Process owners can subscribe to process performance updates -- What format? Email format -- Receive how often? We can assert a frequency for MVP (e.g. every Monday at 9am) and revisit a configuration UI - (MH) Process owners can read their KPI status without logging in to Optimize -- How do they read KPI status? See current value and target value with formatting for easy reading -- How do they avoid logging into Optimize? Sent via email - (SH) Process owners can see information relevant to their KPIs -- How do they see relevant information? Create dashboard with drill-down reports OR modify KPI report read-only in report builder. Make it easier to create a report in the UI -- How do they navigate? Create a link to the parent dashboard of a KPI report - (SH) Process owners can see KPI changes from the previous time period -- How see changes? Compare current vs previous value (based on subscription frequency) - (NTH) Process owners only receive 1 notification, even if they subscribe to multiple processes -- Why not? Bundling process updates makes them less forward-able and complicates the solution - (NTH) Additional users can also subscribe to these updates ([example](https://help.salesforce.com/s/articleView?id=sf.dashboards_subscribe_lex.htm&type=5)) -- Why not? The process owner can forward these emails or a shared dashboard with stakeholders, at least for the first iteration h3. Implementation Notes h4. 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 h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * [ProdHub Issue|https://github.com/camunda/product-hub/issues/68] (Github) h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
New:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. Use Cases - (MH) Process owners can subscribe to process performance updates - (MH) Process owners can read their KPI status without logging in to Optimize - (SH) Process owners can see information relevant to their KPIs - (SH) Process owners can see KPI changes from the previous time period - (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)) h3. Implementation Notes [Kickoff Document |https://docs.google.com/document/d/17SxkJ991R4CVY3NgUZwtTppBFwvnTaYbVRUciIEtmuE/edit#heading=h.c4qtk4282c6g] [Solution Kickoff|https://confluence.camunda.com/display/CO/2022-04-12+Solution+Kickoff%3A+Process+Digest] h4. 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 h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * [ProdHub Issue|https://github.com/camunda/product-hub/issues/68] (Github) h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
| Epic Child |
New:
|
| Epic Child |
New:
|
| Epic Child |
New:
|
| Description |
Original:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. Use Cases - (MH) Process owners can subscribe to process performance updates - (MH) Process owners can read their KPI status without logging in to Optimize - (SH) Process owners can see information relevant to their KPIs - (SH) Process owners can see KPI changes from the previous time period - (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)) h3. Implementation Notes [Kickoff Document |https://docs.google.com/document/d/17SxkJ991R4CVY3NgUZwtTppBFwvnTaYbVRUciIEtmuE/edit#heading=h.c4qtk4282c6g] [Solution Kickoff|https://confluence.camunda.com/display/CO/2022-04-12+Solution+Kickoff%3A+Process+Digest] h4. 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 h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * [ProdHub Issue|https://github.com/camunda/product-hub/issues/68] (Github) h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
New:
h3. Value Proposition Statement
Pushing relevant information to process owners will help them adopt a pattern of continuous improvement h3. 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 h3. 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 - (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)) h3. Implementation Notes [Kickoff Document |https://docs.google.com/document/d/17SxkJ991R4CVY3NgUZwtTppBFwvnTaYbVRUciIEtmuE/edit#heading=h.c4qtk4282c6g] [Solution Kickoff|https://confluence.camunda.com/display/CO/2022-04-12+Solution+Kickoff%3A+Process+Digest] h4. 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 h3. Success Metrics * Number of update notifications sent * Update notification conversion rate h3. Links * [Value Proposition Slide](https://docs.google.com/presentation/d/18z83aBhjip5z9moiTbNHDim-o1a5WNaQEWx17lMQBfk/edit#slide=id.g117e9bae166_0_7) * [ProdHub Issue|https://github.com/camunda/product-hub/issues/68] (Github) h3. Design * NEEDS LINK * Design Reviewed - Design Needed * Designer Assigned - @currandwyer h3. Implementation * See linked Jira tickets h3. Documentation * TBC |
| Epic Child |
New:
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