Designing processes - EMC Community Network

Understanding the approach to prototyping
• New Accounts Opened Last Week — this report is formatted as a line graph that counts the number
of new accounts opened each day during the last week. This report includes a Service Level
Agreement (SLA) represented as a line.
Understanding the approach to prototyping
You may have a process already designed in Process Builder, and instead of going through a full
deployment, you want to extend the design to incorporate a prototype dashboard. The approach
outlined in this document accommodates this particular case, but it does not assume it. That is, you
can begin with nothing. Either way, your first step is to design a mock process. A mock process is a
legitimate process in Process Builder that executes in Process Engine, but it does not perform any real
work. There is no scanning in Captiva, documents are not linked to folders, there are no forms to fill
out, web services are not used, and there are no SDTs or packages. All of the automated steps in the
mock process are no-ops. Each manual step requires a human performer to click the Finish button.
If you already have a pre-existing business process you can substitute your process for the process
outlined in Create and run the New Account Applications process, page 126. We recommend that
you leverage the best practices discussed in this document to organize a single complex business
process into smaller reusable grouped sub-processes. This is important when displaying dashboard
diagrams because long and complex processes are difficult to interpret and understand by the typical
target audience. Dashboard users are more focused on groups of activities that apply directly to them.
Fortunately, leveraging Process Builder, it is possible to group related activities into sub-processes that
simplify the process into its essential user activities. If you don’t have a pre-existing process, you can
design the example process described in this document.
Note: The simplified, but realistic no-op process you design provides what you need for the New
Account Applications report, the Alert List dashlet, and the Process Diagram dashlets. The remaining
reports are populated by the approach described in Including Business Data in your prototype,
page 125.
The following figures display the before and after views of a New Applications process following best
practices.
Figure 16
Before
124 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide