- Overview
- Process modeling
- Process implementation
- Process operations
- Process monitoring
- Process optimization
- Optimize tab
- Process tracking
- Reference information
Maestro user guide
Optimize tab
You can refresh the data displayed in the Optimize tab at any time using the Reload data option in the menu bar.
The process graph displays the end-to-end process for the executed process.
Refer to How does process tracking work for more information on process tracking and implementing process tracking using the Process Tracking Service.
|
Metric |
Description |
|---|---|
| Number of traces |
The number of traces for the process. |
| Number of variants | The total number of process variants. |
| Average trace time | The average time it takes to execute the trace. |
| Conformance rate |
The percentage of traces that conform to the reference model. A higher conformance rate means there is a greater degree of conformance to the reference model. |
| Automation rate |
The percentage of automated events in the end-to-end process. |
| First time right | The percentage of traces that have been processed without revisions. |
| Straight through processing | The percentage of traces that do not require any manual operations. |
The most significant inefficiencies identified for your process are displayed in the Process inefficiencies section.
The following table describes the different types of inefficiencies that can be identified.
| Inefficiency | Description |
| Bottleneck | Activities that take double the average throughput time or activities that have highest throughput time. |
| Manual processing | Activities that take double the average manual processing time or activities that have highest manual processing time. |
| Low automation | Activities that have an automation rate less than the average automation rate. |
| Rework | Activities that have multiple occurrences in a single case. |
Refer to Identifying process inefficiencies for more information.
You can go directly to the applicable capability in the Process Optimization app in Process Mining to dive deeper into the observations from the process analytics provided in the Optimize tab. Select the Try it option on the card to open the Process Optimization app in a new browser tab.
- Uncover inefficiencies: Displays the Summary dashboard where you can identify more inefficiencies from the process graph and apply filters. Refer to Identifying process inefficiencies for more information.
- Compare versions: Displays the Summary dashboard in Compare mode where you can copmare two sets of paths from your process. Refer to Compare for more information.
- Monitor conformance: Displays the Conformance checking dashboard that contains information that helps you determine whether the process complies with the Discover process model or the Import BPMN model. Refer to Conformance checking for more information.
When the process is published to Orchestrator, a Process Optimization app is automatically created for your process in Process Mining. The data in the Process Optimization app will be automatically refreshed daily to ensure the most recent data in the dashboards.
| Possible cause | Resolution |
| The data refresh has not been triggered by the automatic schedule. | Try to reload data manually using the Reload data option in the menu bar. |
| There is no Process Optimization app linked to the process. | Create a new Process Optimization app. Follow these steps:
|
| The process is not the start of the end-to-end process, has been started from a Queue Item, or from another Agentic process or RPA process. | Delete the predefined Maestro app from Process Mining and create a new Process Optimization app with the real start of the process that is being tracked.
Refer to Process tracking for more information.
Follow these steps:
|
|
The process has not been run in the past 24 hours. | Make sure there are valid runs in the same tenant. |
In addition to viewing details from the inefficiencies cards in the Optimize tab, you can directly access the Process Optimization app for a single agentic process by selecting the Open in Process Mining button.
The Process Optimization app includes a summary dashboard and offers various capabilities such as inefficiency detection, comparison, conformance checking, and root-cause-analysis, among others. You have the flexibility to define your own KPIs using a no-code interface and create custom charts and dashboards suited to your project's needs.
With Maestro, you can also integrate third-party source data into the process tracking, providing more business-specific KPIs for your end-to-end orchestrated process.
Refer to Process Optimization app for a detailed description of the dashboards and KPIs.
In some cases, you manually want to create a Process Optimization app.
- Select Create Process Optimization app from the menu bar.
- Complete the steps in the wizard and select the applicable process.
-
Go to the Development tab in the Process Mining portal.
-
Select Create new app.
-
Complete the steps in the wizard and select the applicable process.
Refer to Creating a Process Optimization app in the Process Mining guide for more information.
When the process is published to Orchestrator, a Process Optimization app is automatically for your process created in Process Mining. The data in the Process Optimization app will be refreshed daily to provide the most accurate data in the dashboards.
You can use process optimization dashboards, available through Process Mining, to monitor key metrics and detect inneficiencies, check for conformities, and create root cause analyses, among others.
The Summary dashboard provides high-level trace information. You can use this information to get a global overview of the data.
For more information, check the Summary dashboard page from the Process Mining user guide.
The Operational monitoring dashboard provides details on the most important aspects of the process. This allows you to analyze how frequently your process is executed with success or failure, how often failures occur and what are the trends over time.
For more information, check the Operational monitoring dashboard page from the Process Mining user guide.
The Automation potential dashboard can be used to find automation opportunities in the process.
For more information, check the Automation potential dashboard page from the Process Mining user guide.
The Action Center tasks dashboard provides information on the tasks that work through Action Center.
For more information, check the Action Center tasks dashboard page from the Process Mining user guide.
The Due dates dashboard allows you to analyze how often tasks were completed on time or late. This can provide insights into the process efficiency and it can highlight potential bottlenecks or areas for improvement.
For more information, check the Due dates dashboard page from the Process Mining user guide.
- Conformance checking: contains information that helps you determine whether the process complies with the Discover process model or the Import BPMN model.
- Root cause analysis: compares the influence of case properties on a set of selected cases within a reference set of cases.
- Compare: allows you to compare two sets of paths from your process.
- Tags: allows you to analyze the tags that occur in the process.
- Due dates: the Due dates dashboard displays information regarding objects meeting or not meeting deadlines and the related costs.
- Identifying process inneficiencies: you can identify inefficiencies, such as low automations, directly from the process graph.
- Process animations: start a visual animation to indicate how the objects are going through the process.
- Input data: the input data panel displays the input tables that have been loaded into the process app as raw data.
- Dashboards: process apps use data to visualize and analyze the actual end-to-end process, with all variants and relevant KPIs.
- Process graph
- KPIs
- Process inefficiencies
- Take actions
- Accessing the Process Optimization app
- Creating a Process Optimization app
- Process Optimization app in Process Mining
- Summary dashboard
- Operational monitoring dashboard
- Automation potential dashboard
- Action Center tasks dashboard
- Due dates dashboard
- Other Process Mining capabilities
