April 27, 2016 Leave a comment
In earlier articles in this series, we took a peek at the Active Processes Report and the Submissions Reports in the upcoming Business Insights package. Today, we’ll take a look at the Productivity Report.
The goals are to analyze workflows, understand throughput and productivity of the team involved, and to find and eliminate bottlenecks.
This report initially displays a breakdown of the average and maximum durations of each workflow type for the previous 30 days in the Summary tab. This chart only shows workflows that completed within the time period (last 30 days) and does not include incomplete workflows. The user may change the time period (30, 60, 90, 120 days, 1 year) in order to examine different data sets. The chart is also organized initially left to right with flows with greatest average durations to the left and descending to the right. The chart can be ordered by max duration descending as well using the “order by” radio button.
The Details Tab displays the data in a tabular format. As described in Part 1, this table (and all tables in reports) have a Search field that acts as a filter. Anything typed in the Search field is checked against all the data in each row and only rows that have some data that matches are displayed.
Productivity for a specific workflow
Click any of the chart bar(s) for a particular workflow type to drill down into the statistics for that individual workflow.
You can view the information in two ways. Time Stats shows you the processing time average average and max for the various participants involved in that workflow. The chart makes it easy to see which participant (role or person) takes the most time.
Time Breakdown shows a histogram to identify bottlenecks. The processing times for participants involved in the flow type are “bucketed” into categories (< 1 day, 1-3 days, 3-5 days, 5-10 days, ≥ 10 days) and then the counts of workflow instances for each of those buckets is displayed. It’s easy to visualize bottlenecks and get an idea of which users are under/over utilized, etc. For example, the HR Manager in the above graph is almost always taking at least 5 days and in many cases more than 10 days to approve. That could be a bottleneck that needs to be eliminated.
As before, the Details tab displays the raw information in a tabular format and you can examine individual submissions.
Upcoming frevvo releases will continue to add functionality focused on improving the task list (related to reports but operational in nature), saving your own custom filters as a new report, creating your own report in the designer, using form data (current reports only work over operational data) to filter your reports and more. We’ll publish updates on this blog regularly.