Check Your Results With The Performance Check Function

Questetra BPM Suite provides a Performance Check function that allows users to display the number of completed business tasks and processes in a chart, which is useful for analyzing results. Users can customize their own charts in addition to checking the standard charts and process history lists. This section will explain the Performance Check function and how it can be used effectively for analysis.

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There are two main aggregation functions.

1. Predefined menu charts
   • [Your Performance]
   • [Organizational Performance]

2. Customizeable chart creation function
   • Create a new chart

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Predefined Menu Charts

[Your Performance] compiles the tasks you were responsible for, while [Organizational Performance] compiles the entire company’s processes.

• [Your Performance]
  When you want to check or analyze the work you have been involved in, refer to the summary included in [Your Performance].
  • Number of processes by app (pie chart)
    The number of tasks processed is summarized for each app, and is listed in descending order.
  • Number of completed tasks per month (bar graph)
    The bar graph provides a monthly summary of the number of tasks processed. If you select an app in the [All apps] drop-down menu or the pie chart, it will switch to the number of tasks processed by month for the selected app.
  • Completed task list
    Completed tasks are displayed in a list. Selecting an app from the list will switch to a list of tasks completed for that app. Selecting a month from the bar graph will further narrow down the list to tasks completed in the selected month.

The following article provides specific examples of how to use it.

Reference articles:
M112: Checking the Record of Jobs You Have Done by Task
M113: Checking the Record of Jobs You Have Done by Month

• [Organizational Performance]
  If you want to check the company’s overall performance and details, refer to the summary on Organizational Performance
  • Trends in the number of completed processes (bar graph)
    The accumulated number of completed processes is visualized by month to show the fluctuation of work volume throughout the year
  • Trends in the average of process operating time (line graph)
    Analyzing this with the monthly process count in the bar graph allows you to understand work efficiency each month
  • List of completed processes
    Completed processes are displayed in a list. Selecting a month in the bar graph will switch to a list of processes that were terminated during that month

Specific usage scenarios are introduced in the following articles, especially M115.

Reference articles:
M114: Checking the Summary Chart of Completed Issues (Monthly / Work-specific)
M115: Finding Problems with Individual Steps from Data in Completed Processes

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Customize Your Calculations with the Chart Creation Function

In addition to filtering your search by selecting apps, you can also customize it by adding more detailed search criteria.

• Create custom aggregation in the [Charts] menu by selecting [New Chart]
  1. Click on [New Chart]

　　　2. Choose the app you’d like to aggregate from the dropdown menu.
　　　　Select the app “Post a Blog Post” and a chart will appear showing the completed processes.

　　　3. Customize using the icons above: Filter, Settings, and Save Chart.

• ３ Icons
  1. [Filter]
     By clicking [Add Condition], you can filter the data items used for aggregation. For instance, you can use [Start Organization] to display only the department you belong to, or extract the process for articles translated into English from blog posts to create a chart.

2. [Settings]
   You can change the chart from monthly to weekly, from line graph to bar graph, etc
3. [Save Chart]
   When naming the chart, you can specify the extent to which you want to make it public. Once saved, it will appear in the list at the top of the [Chart] page.

• Charts in the [Chart] list
  • My customized charts
    These are charts saved using the [Save Chart] function
  • If the list contains a chart you did not create
    This will be displayed when other users save a chart and expand the scope of visibility. If the list is for an app to which you have been granted [Data Viewer] permission, three icons will be displayed and can be further customized.
    
    Let’s look at an example.

Open the “Inquiry Record” chart created by another user and check the three displayed icons. Modify the chart’s settings by selecting “Settings”.

From the settings screen, change “Number of Processes” to “Response Time” and select “Average” instead of “Total” in the radio button options, and then apply the settings.This will allow you to find out how long it takes to respond to one inquiry.

A different chart is displayed than the one shown before. We can see that response times have been short and stable recently.
This graph will be useful for checking whether there are any problems with the response time.

Click the rightmost icon, [Save Chart].

The name will now appear in the Chart list. The information will be available automatically next time without the need for any further configuration.

Related article:
Community: Why aren’t there filter settings for the custom Charts?

• There are two main functions for aggregation
• The results can be utilized further by applying filters to [Your Performance] and [Organizational Performance]
• Create a new [Chart] for customized aggregation
• Deepen your analysis by referring to other users’ public charts

Make use of the aggregation functions introduced above and get into the habit of checking your results on a daily basis.