Process Mining

From data to dashboard

This page describes the steps to roll out a customized version of a process app to business users. It starts with the creating a new app and covers all the steps needed to provide the data in a meaningful way to end-users.

Important:

Make sure you have the required permissions. See Setting up the users and Managing access for process apps.

Development lifecycle

The following image provides a schematic overview of the development lifecycle of a process app.

Step 1. Create a new app

In the Process Mining portal, go to the Development tab and create a new process app.

Note:

For performance and security reasons, it is strongly recommended to use a small dataset for development. Refer to Development tab for more information on using a development dataset.

Refer to Create new app wizard for a detailed description of the steps to create a process app, and the different process model types.

Step 2. Edit the dashboards

After creating a process app, you can edit the dashboards to customize the process app to your business needs. The dashboard editor provides various options to create different views, and to organize, group, and filter data. Refer to Working with the dashboard editor for more information on editing dashboards and charts.

Optionally, with Process manager you can update the process model type or import a BPMN model. Refer to Process manager for details.

Furthermore, with Automation manager, you can manage and configure automations connected to Process Mining. Refer to Automation manager for details.

Step 3. Edit the data transformations

Edit and test the data transformations to make sure the data used in the process app reflects your business process correctly. With Data transformations, you can view and edit the data model and customize the data used for Process Mining. The data preview panel helps you check if the data looks as expected. Refer to Data transformations for details.

With Data manager, you have the ability to edit data fields, add or modify metrics, change the display names used within your app, and manage their visibility. Refer to Data manager for details.

Step 4. Publish the process app

You can use the Preview option to see how your changes to the process app will look in end-user mode before publishing any alterations.

When you have finished the customization of the process app, you can publish the process app to make the changes available to end users. Refer to Publishing process apps for details.

Step 5. Upload data

Upload production data for the published process app. Refer to Loading data for a detailed description of the different options for uploading data.

Your process app is now available for business users to use and analyze the data incorporated within the process app. Refer to Working with process apps for more information on the actions users can perform with process apps.

App templates

With Process Mining, you can create new process apps based on process-specific app templates. An app template contains a predefined set of dashboards and KPIs for process analysis and can be used as the starting point for creating your process apps. If available, an app template can include a built-in connector for a specific combination of a process and source system.

Process Mining offers out-of-the box app templates for several processes and source systems that you can use as the starting point for creating your process apps. You can customize these app templates to your business needs and publish them with a set of dashboards and KPIs to enable business users to monitor and analyze the processes in detail.

Extracting and loading data

When you create a new process app, you must upload data before you can publish the process app. You can also upload data for a published process app. You can use a sample dataset, upload a dataset with .csv files, or load data using an extractor.

Editing data transformations

Transformations are applied to the data stored in the database to make sure the data adheres to a data schema which can be loaded in the Process Mining process app. In Process Mining, you can customize the transformations to adapt them to your data schema. See Data transformations.

Customizing process apps

Dashboard editor

After creating a process app from an app template, you can edit the dashboards to customize the process app to your business needs. The Dashboard editor provides various options to create different views, and to organize, group, and filter data.

See Working with the dashboard editor.

Data manager

The Data manager enables you to customize the data used in your process app. With Data manager, you can edit data fields and metrics to change the display names used in your app. Besides, you can toggle fields to be visible or not.

See Data manager, Dashboards, and Charts.

Data transformations

With the inline editor, you can edit the Data transformations of your app directly in the browser. This means you do no longer have to export and import your transformations. Once you are done editing, you can run your customized transformations from the inline transformations editor.

See Data transformations.

Root cause analysis

With Root cause analysis, you can compare the influence of case properties on a certain behavior to find significant data influencers for specific process situations. A set of cases is defined based on the period filter. This selection is called Reference cases. Within this set of cases, you can select the behavior that you want to analyze. See Root cause analysis.

Comparing process paths

When in Compare mode, you can compare two sets of paths from your process. This enables you to visualize, compare, and analyze the performance of a process and its variations. See Compare.

Simulating automations

The Automation potential dashboard enables you to see potential savings for activities in your process. For example, if you determine an activity as a bottleneck in the process graph, you can calculate the impact of automating the activity. See Simulating automation potential.

Send automation ideas to Automation Hub

The integration with Automation Hub enables you to send automation ideas from Process Mining directly to Automation Hub. See Sending automation ideas to UiPath Automation Hub.

Managing access control for process apps

The Admin console module enables you to manage access by assigning roles to users or groups. The permissions model allows you to integrate all your employees using Process Mining based on your business requirements.

See Setting up the users and Managing access for process apps.