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Process Mining Integration in Qlik Sense – Unveil Deep Process Insights! 🔎🔄
Process.Science
Overview
This video demonstrates the integration of Process Mining capabilities within Qlik Sense, showcasing how to analyze and visualize business processes. It highlights features for identifying process variants, filtering activities and transitions, animating case flows, creating hierarchical views, analyzing rework and loops, and benchmarking process performance against target or historical data. The integration allows users to leverage Qlik Sense's data connectivity and visualization tools to gain deep insights into process efficiency, bottlenecks, and deviations.
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Chapters
- The video introduces a Qlik Sense template report for Process Mining.
- It focuses on analyzing business processes, using 'Order to Cash' as a demo example.
- The demo showcases two main process variants: one involving inquiries and quotations, and another starting directly with an order.
Understanding different process variants is crucial for identifying common paths and potential areas for improvement.
The 'Order to Cash' process with variants including inquiries/quotations versus direct orders.
- Users can adjust the visualization to show more or fewer activities and transitions using sliders.
- The view can be switched between duration and frequency to highlight common paths or time-consuming steps.
- Specific transitions or activities can be selected to filter the data, revealing problematic paths like a long duration between 'call of confirmation' and 'shipment'.
Interactive filtering and visualization allow users to drill down into specific parts of a process that are causing delays or issues.
Filtering to show only cases with a 'return and maintenance' activity, reducing the view to 18 cases.
- The animation feature visualizes how individual cases flow through the process over time.
- Grouping by month can help identify bottlenecks where many cases accumulate.
- Animation helps in understanding the dynamic movement of cases and identifying congestion points.
Animating process flows provides a dynamic and intuitive way to understand case progression and pinpoint bottlenecks.
Animating 18 selected cases to show their journey through the process, grouped by month.
- Complex processes can be simplified by creating multiple hierarchical levels, moving from general to detailed views.
- Activities can be grouped into higher-level categories (e.g., 'order process' encompassing inquiry, order, and confirmation).
- Filters can be applied at different levels of the hierarchy, allowing for focused analysis of specific grouped activities.
Hierarchical views simplify complex processes, making them easier to understand and analyze by abstracting details when needed.
Grouping activities into an 'order process' and then filtering to see only cases with 'maintenance and return' steps within that group.
- Users can view detailed event logs in tables or analyze specific case variants.
- The Case/Variance Analyzer lists all distinct process variants for the current selection.
- Analysis can be performed on variants or individual cases for granular insights.
Accessing detailed case and variant data allows for a deep dive into specific process executions and their unique paths.
Using the Case/Variance Analyzer to list and examine all different variants within a filtered selection of cases.
- The system automatically calculates rework and loops within processes during data transformation.
- Distinction is made between 'self-loops' (repeating the exact same activity) and 'normal loops' (returning to a previously performed activity).
- Filters can be created to specifically analyze processes involving rework or specific loop patterns.
Rework and loops often indicate inefficiencies or problems in a process that need to be addressed.
Identifying a 'self-loop' where an 'order confirmation' is followed by another 'order confirmation' within the same case.
- An 'Events Filter' allows for complex, non-sequential filtering based on the occurrence of specific activities at any point in the process.
- Users can define conditions like 'starts with X', 'has Y at any point', and 'ends with Z' or 'has A or B'.
- Automation rates can be analyzed, showing the cost savings and impact of automated versus non-automated activities.
Advanced filtering enables precise selection of cases based on complex event sequences, while automation rate analysis highlights efficiency gains.
Using the Events Filter to find cases that start with 'inquiry', have 'payment' at any point, and then either 'maintenance' or 'reminder'.
- Processes can be benchmarked by comparing different segments (e.g., by month, product category, region).
- The 'Target Process' feature highlights deviations from an ideal or defined process flow.
- Visual cues (like green for target, dotted lines for missing/unexpected activities) help identify where processes are not meeting expectations.
Benchmarking and target process analysis allow for direct comparison of performance and identification of deviations from desired outcomes.
Comparing cases started in March (87 days duration) versus December (43 days duration) and visualizing deviations from a defined 'target process'.
Key takeaways
- Qlik Sense integrates Process Mining to provide deep insights into business process execution.
- Visualizations can be dynamically filtered and adjusted to focus on specific process variants, activities, and transitions.
- Animation offers a powerful way to understand the flow of cases and identify bottlenecks.
- Hierarchical views simplify complex processes, allowing analysis at different levels of detail.
- The tool automatically identifies and facilitates the analysis of rework and loops, common indicators of inefficiency.
- Advanced event filtering enables complex queries to isolate specific process scenarios.
- Benchmarking and target process analysis are key for comparing performance and identifying deviations from desired outcomes.
- Process Mining in Qlik Sense can be integrated with existing data models and reports for comprehensive business intelligence.
Key terms
Process MiningQlik SenseProcess VariantsActivitiesTransitionsBottlenecksAnimationHierarchyReworkLoopsEvents FilterBenchmarkingTarget Process
Test your understanding
- How can Process Mining in Qlik Sense help identify different ways a business process is executed?
- What methods does the integration offer to visually isolate and analyze problematic steps or delays in a process?
- How does the animation feature contribute to understanding process flow and identifying bottlenecks?
- Explain the benefit of using hierarchical views in Process Mining analysis.
- What is the significance of identifying rework and loops within a business process, and how does this tool support that analysis?