How can you further tailor your Celonis experience to fit your needs? In this design introduction you’ll tackle Dashboards and Apps. We’ll guide you through the different types of visual components, and when to use them depending on your user group. You’ll leave this session equipped with best practices as well as the ability to create beautiful and efficient Apps that suit your target audience.
This session is a perfect fit for Process Analysts and anyone curious about data visualization best practices. No previous process mining knowledge required!
Presenter:
Hugo Santana, Business Process Analyst, Celonis
3. 1. The Methodology
Requirements
Building Best Practices
Validation and Improvement
2. Great Apps Gallery
3. Questions and Answers
Introduction to App Design with Celonis
Agenda
5. STEP 1: THE REQUIREMENTS
What do you need before building your Apps?
Technical Requirements:
Connected Data Model
Needed Data
Business Requirements
Define your Audience
Define your Transformation Goal
Define your Measures
6. BUSINESS REQUIREMENTS – DEFINE YOUR AUDIENCE
Directors and Managers
High-level Results
Spot problems quickly
Direct the issues to the right person
Power Users and Analysts
Use powerful features to find hidden details
Can tackle multiple topics at once
Process Owners
Find details on specific topics
Want guidance on how to improve
Track progress
Operation Crew
Live Updates
Live Support
7. BUSINESS REQUIREMENTS – DEFINE YOUR TRANSFORMATION GOAL
DemoSupport
TrackingDiscovery
DemoSupport
TrackingDiscovery
8. BUSINESS REQUIREMENTS – DEFINE YOUR MEASURES
AbsoluteValues and RatiosCalculation Levels
Secondary KPIsMost Important KPIs
On-time Delivery %
Credit Checks %
Early Delivery %
Late Delivery %
Denial Credits %
Accepted Credits %
Activity Level Case Level Header Level
• # of Activities
• # Deliveries
• # Credit Checks
• # of Cases • # Sales Orders
• % Late SO Items • % Late SO Items
Total Number (#) = # of Cases
Ratios (%) = X / Cases
10. STEP 2: Building Best Practices
Guidance Strategy
Localization and Distribution
Component Selection
Documentation
Filters
Common mistakes
Best Practices to build your Celonis Apps
26. Summary Requirements
Data Model and Data are set up
Defined Target Audience
Defined Measures and KPIs
Defined App Goal
Building
Use the Inverted Pyramid Principle
Follow a good localization strategy
Right component selection
Slice and Dice with the right filters
Avoid common errors
Validation
Use the 5 Second Rules in your team
Keep track of the App Goal and Results
27. Summary Requirements
Data Model and Data are set up
Defined Target Audience
Defined Measures and KPIs
Defined App Goal
Building
Use the Inverted Pyramid Principle
Follow a good positioning strategy
Right component selection
Slice and Dice with the right filters
Avoid common errors
Validation
Use the 5 Second Rules in your team
Keep track of the App Goal and Results
29. HUGO SANTANA
BUSINESS PROCESS ANALYST
M +49 (0) 15142455552
h.santana@celonis.com
CELONIS SE
THERESIENSTRAßE 6
80333 MÜNCHEN
GERMANY
CONTACT
@HSANTANA8