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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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None
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1
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Not defined
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KPI Overview
Value Proposition Statement
The KPI overview will help process owners identify which processes are healthy and which processes need attention
User Problem
As a process owner, I want to see the health of all my processes so I know which one to focus on, but I run into the following problems:
- The existing time-based goal interface is highly limited (only 2 options, no filtering, whole process instance duration only)
- Reports can be used to create highly customizable cost, quality, or other business KPIs
Use Cases
- (MH) Users can set a new KPI for a process
- (MH) Users can categorize their KPI (e.g., time, quality, other)
- (MH) Users can see an overview of KPI status across all processes
- (MH) Users can quickly check which KPIs have been met/not met
- (SH) Users can customize which KPIs display in the overview
- (SH) Users with existing time-based goals don't lose any of their work when upgrading
Implementation Notes
- Creating a cohesive interface out of managing 3 different types of thing: reports, KPIs, and alerts
- Design Brief
- Solution Kickoff
Open Questions (
= recommendation)
*
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)
- Kickoff Document
Design
- NEEDS LINK
- Design Reviewed - Design Needed
- Designer Assigned - asia.malina
Implementation
Estimated cost: 4-8 engineer-weeks
- See linked tickets
Documentation
- TBC