Dashboards, Visibility and Analytics

Users and managers need to be able to interact with the data that is present in the system. The Decisions Platform reporting and dashboard technology enable users to visualize data in different formats and for the direct interaction with this data - no matter what format it’s provided in. Additionally, key metrics (like 36 new customers this month) and automatic analysis (like: is 36 customers a good number? How does it relate to last month? etc.) of these metrics can be computed and displayed alongside the source data.
Data Visualization

Data Visualization

Dashboards can be assembled using a number of different user interface elements. These include:

  • Data Grids
  • Simple Lists
  • Cards
  • Matrix or Crosstab Reports (where data is summarized across 2 different axis/dimensions)
  • 16 types of charts
Take Action

Take Action

When designing a workflow, actions can be included (using the same tools) and be taken on the data showing up in reports. These actions are attached to the data concept – not the data view – meaning wherever the data shows up, the action is available. These actions are also secured so only the authorized user can trigger the action. For instance, if I have a chart that shows tickets that are late over time, I can drill into the data under the chart to see the actual tickets and might take action to re-assign that ticket.

Rule-Based Data Analysis

Rule-Based Data Analysis

The rule engine can be used to summarize data and provide information on areas of the processing that needs attention. This can be as simple as setting up some thresholds for different metrics or as the rule engine digging into the data to suggest reasons that the data is not exactly what is expected. These values can be added as ‘Tiles’ to dashboards or proactively communicated to users and/or managers.

Flow Visualization

Flow Visualization

Business Models are flows that only contain the key business events that are triggered by workflow execution or other events in the system. Unlike actual flow execution that might have a high noise to signal ratio from a business perspective, Business Models show the key indicators for overall business management. At runtime, these business models can be used to view where one flow is in its execution or a summary of a number of flows.

Sending Reports

Sending Reports

Reports can be programmed to be sent on a predetermined schedule.

Exporting Data

Exporting Data

Report data can be exported and distributed as CSV, Excel, or PDF documents.