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  1. Camunda Optimize
  2. OPT-6135

KPI Overview Prototype

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    • 1 - Broken

    Description

      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

      mgm-controller-panel

        This is the controller panel for Smart Panels app

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                Unassigned Unassigned
                eric.lundberg Eric Lundberg
                Andromachi Rozaki Andromachi Rozaki
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  Salesforce