Designing processes - EMC Community Network

Prototyping overview
Prototyping overview
Technical solutions that include Business Activity Monitor and other applications of xCP (Process
Builder, Forms Builder, TaskSpace) take time to design and deploy to end users. When a project is
completed a fully designed, tested, and monitored process is deployed to users who complete real
work. Dashboards are populated when users start and work with their processes. Dashboards can also
be populated with data from test processes (ones yet to be deployed) but the process designer is
still responsible for designing a fully functional process. How then, is it possible to design a mock
dashboard that includes a variety of dashboard features, without having a fully developed process
This answer is to design a dashboard prototype. Dashboard prototypes are designed in TaskSpace, and
contain reports designed in Process Reporting Services (PRS). The simple reports (this document does
not include adding Crystal Reports to a dashboard) display example data that you populate while a
number of small processes run. This data is formatted to appear as bar charts, pie charts, line graphs,
and dial gauges. Prototypes can also include multi- and single drill-down reports.
Designing prototype dashboards serves a few functions. First, prototypes are used by internal resources
of organizations deploying BAM. xCP projects that require planning and designing prototypes help
project members determine which reports are important. Prototyping is also a good way of helping to
define some of the process data requirements. Since a prototype dashboard can contain business data
reports, key business attributes should be included in your data model, and flagged for monitoring.
Dashboard prototypes can also be demonstrated to either internal or external audiences to obtain
valuable feedback prior to actual deployment. Prototypes are an excellent method for demonstrating
the concepts and value of process monitoring.
Whatever the goal, this approach assumes that the prototype designer has a basic understanding of
Process Builder, TaskSpace, and Business Activity Monitor. This documentation does not replace the
Process Builder User Guide or the Business Activity Monitor Implementation Guide. It is assumed that
you are already familiar with those technologies.
This appendix explains how to easily design prototype dashboards that can be used for planning and
demonstrations. The audience for this information is:
• an EMC partner that is engaged with a client that wants to see proof that BAM dashboards can be
designed to meet their needs
• an EMC customer that is involved in the planning phase of an implementation and wants to see
prototype BAM dashboards without going through an entire xCP deployment
• a pre-sales resource
Note: The procedures provided in this document provide actual data that you can enter. If you follow
this approach you will design the Finance Corp prototype dashboard in its entirety. Or, you can apply
the approach described to your own situation, and attempt to build your own prototype dashboard.
Understanding the example
The example used throughout this document focuses on a fictitious company called Finance Corp.
Finance Corp is in the process of building an automated approach to the New Account Opening
process. As part of the planning, Finance Corp is designing a BAM dashboard prototype that includes
reports about their New Account Opening process. The dashboard prototype includes six dashlets:
122 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide