KPI Overview Prototype

Problem Definition

User Story

As an Optimize team member
I want a technical proof of concept
So that I can quickly iterate on the user experience

Use Cases

The primary persona is the Process Owner
The secondary persona is a PACE Leader

• (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

PM Notes (Customer requests, context, assumptions)

• The first step is to get something working quickly that the FE can build on top of and we can use to identify issues.
• No GUI. Configuration and triggering should be done manually\
• The MVP should be as simple as possible
• The Processes page should pull the status of all relevant KPI reports. We will need to design a good definition of "relevant"
• We'll need to
• While a process should have all its KPI reports co-located in the same Collection, there may be edge cases that cause KPI reports to be distributed (e.g. tenants)
  • The user shouldn't have to perform any additional actions to link a Process to a Collection
• PACE leaders will need to see the performance of all KPIs across all processes, but will likely not have access to all collections
  • Implication: If a user has access to the process definition (according to the Engine/auth system), they should be able to see all KPIs for the process
• Deliverable:
  • Provide the same data as the modal-configured time-based goals (see image below)
  • Provide a payload with the goal status of 1 of each category, along with all the information the FE needs to display it (similar to the modal-configured time-based goals)
    

Solution Definition

Solution Ideas

• How do we define 'relevant'? I can imagine a few options
  • Any process report that references only the process definition in any collection with the process definition as a data source (Pseudocode: report FOR report IN collection WHERE report.dataSource == processDefinition AND processDefinition IN collection.dataSources)
  • Any process report that references only the process definition in a particular collection (which collection? should align with a C8 project in the future)

    Design Notes (Videos, mockups, guidance)

User Scenario

GIVEN I am an Optimize developer
(MH) AND I have internal access to Optimize
(MH) AND a process definition exists
(MH) AND a process report exists
(MH) AND the process report is a number report
(MH) AND the process report has a goal
(MH) THEN I can add a KPI type (time, quality, other)
(MH) WHEN I add a KPI type
(MH) THEN the Process page can display the KPI status like a goal

Metrics (if applicable)

N/A