App Templates

Overview

Below is an overview of the available app templates. You can click on an icon in the table below to navigate to the applicable section in the documentation.

Note:

When new app templates become available for Process Mining (Cloud), these app templates also are made available on the Customer Portal for Process Mining 2023.10. If the app template you want to use is not in the list, check the Customer Portal for a complete overview of all the app templates available for Process Mining 2023.10. Refer to the App Templates page for Process Mining Cloud for documentation for app templates not listed in the above table.

Order-to-Cash app templates

App template	Input fields	Dashboards and KPIs	Source system	Extraction method
Order-to-Cash
Oracle Cloud Order-to-Cash			Oracle Cloud	File export
Oracle JDE Order-to-Cash			Oracle JDE	CData Sync
Oracle E-Business Suite Order-to-Cash			Oracle E-Business Suite	CData Sync
Oracle NetSuite Order-to-Cash			Oracle NetSuite	CData Sync
SAP Order-to-Cash			SAP	Theobald Xtract Universal

* App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.

Purchase-to-Pay app templates

App template	Input fields	Dashboards and KPIs	Source system	Extraction method
Purchase-to-Pay
Coupa Purchase-to-Pay			Coupa	Custom script
Oracle Cloud Purchase-to-Pay			Oracle Cloud	File export
Oracle E-Business Suite Purchase-to-Pay			Oracle E-Business Suite	CData Sync
Oracle JDE Purchase-to-Pay			Oracle JDE	CData Sync
Oracle NetSuite Purchase-to-Pay			Oracle NetSuite	CData Sync
SAP Purchase-to-Pay			SAP	Theobald Xtract Universal
SAP Ariba Purchase-to-Pay			SAP	Custom script

* App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.

Process-specific app templates for a specific source system

App template	Input fields	Dashboards and KPIs	Source system	Extraction method
TemplateOne-SingleFile
TemplateOne-MultiFiles
Jira Incident- Management			Jira	CData Sync
Oracle NetSuite Fixed-Asset-Management			Oracle NetSuite	CData Sync
Oracle NetSuite Quote-to-Cash			Oracle NetSuite	CData Sync
Salesforce Account-Management			Salesforce	CData Sync
Salesforce Configure-Price-Quote			Salesforce	CData Sync
Salesforce Lead-to-Cash			Salesforce	CData Sync
Salesforce Lead-to-Order			Salesfoice	CData Sync
Salesforce Incident-Management			Salesforce	CData Sync
Salesforce Pardot Lead-Management			Salesforce Pardot	CData Sync
SAP Accounts-Payable			SAP	Theobald Xtract Universal
SAP Equipment-Maintenance			SAP	Theobald Xtract Universal
SAP Production-Planning			SAP	Theobald Xtract Universal
SAP Warehouse-Management			SAP	Theobald Xtract Universal
SAP Ariba Vendor-Sourcing			SAP Ariba	Custom script
ServiceNow Incident-Management			ServiceNow	CData Sync

* App template available on the Customer Portal. See Uploading app templates for more information on how to upload the app template in Process Mining 2023.10.

Generic app templates for any source system

TemplateOne

TemplateOne-SingleFile and TemplateOne-MultiFiles are generic Process Mining app templates that allow you to load any process data to kickstart the analysis experience of your process. TemplateOne-SingleFile and TemplateOne-MultiFiles contain a generic set of dashboards that can be used to analyze your business process if there is no dedicated process app available for it.

Note: If your data for cases and events is available in one input file, you use TemplateOne-SingleFile. If your data for cases and events is split up into multiple input files, you use TemplateOne-MultiFiles.

App Templates

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.

Below is an overview of the available app templates:

Description	App template
App templates with generic dashboards that can be used for any process and any source system.	Event log Custom process
App templates with process specific dashboards that can be used for specific process but any source system.	Order-to-Cash Purchase-to-Pay
App templates with generic dashboards but can be used for only specific process and specific source system.	Other, for example: ServiceNow Incident Management Salesforce Lead-to-Order Salesforce Lead-Management

Note: If there is an app template available for your process and source system you are advised to use the this app template for creating a new process app. If there is an app template available for your process, for example Purchase-to-Pay, but not in combination with your source system, you should use this process-specific app template. In any other cases you can use Event log or Custom process to create your process app.

Note: If your data for cases and events is available in one input file, you use the Event log. If your data for cases and events is split up into multiple different input files, you use the Custom process.

Select App Template Page

When you create a new process app one of the first steps is to select an app template for your process app. The Select app template page displays all app templates that are available. By default, the available app templates are sorted by process, but you can also choose to sort app templates by data source.

See Creating a new app, for more information on selecting an app template when creating a process app.

Extraction methods

There are 4 common extraction methods for app templates to load data from a source system into Process Mining:

• Theobald Xtract Universal, used for extracting data from SAP.

• CData Sync, used for most other source systems.

• Custom scripts. These scripts are custom built to extract data from a specific source system. Since configuring this is not a UI based experience, this can be more challenging to set up than the other extraction methods.

• File exports. The app templates required file exports from the source system that are loaded directly into our product.