Designing processes - EMC Community Network

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Planning and Designing the Application Dashboard User Summary Role 1: Operational Manager Examples: Wayne Tyson, Shirley Rosen, and Roxanne Plaskow Responsibility: Identify processes that violate Service Level Agreements and take immediate action. Frequency of Access: Every 15 minutes Role 2: Line of Business Executive Examples: Henrietta van Kampen Responsibility: Ensure that the process meets business metrics for revenue and quality. Frequency of Access: Twice a day The next step is to focus on each role and identify the report required. Write a reports summary specification, which can be based on the following template: 01-RPT-07 - Revenue by Type (report number and name) Report Purpose Summarize why this report is needed. Report Details Report Type Describe the structure, information contained in the report and any drill-down behavior. Audience The audience for this report includes: Role 1 Role 2... Frequency and Timing How often will the data in this report be changed How often should the report be refreshed Report Sample (mockup) 24 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
Planning and Designing the Application Filters Describe filters that the user needs Drilldowns Is there a need to drill this report down If so, on what field will the drill-down occur and what is the drill-down report Avoid burdening the user with too much information in the dashboard. If more detail is needed, then the report designer can create drilldowns. For example, you have a process that is a new account opening. The executive user has requested to see three things in the dashboard: • The number of new accounts that were opened in each country (this week) • The distribution of new accounts by customer type • The average time to complete the new accounts opening process The first report is a bar chart, the second report is a pie chart, and the third report is a dial-gauge. In the client workshops, the BAM architect can present the following reports to the client in rough form: EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 25
Page 1 and 2: EMC ® Documentum ® xCelerated Com
Page 3 and 4: Table of Contents Chapter 1 Overvie
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Page 8 and 9: Preface 8 EMC Documentum xCelerated
Page 10 and 11: Overview • Provides security and
Page 12 and 13: Overview 12 EMC Documentum xCelerat
Page 14 and 15: Product Overview Documentum ECM pla
Page 16 and 17: Product Overview Process automation
Page 18 and 19: Planning and Designing the Applicat
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Page 44 and 45: Designing the Process because the i
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Page 58 and 59: Designing the Process Enabling repo
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Page 64 and 65: Creating the User Interface mind th
Page 66 and 67: Creating the User Interface Figure
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Creating the User Interface Figure
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Creating the User Interface Adaptor
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Creating the User Interface Figure
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Creating the User Interface 5. Spec
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Creating the User Interface 1. Open
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Creating the User Interface 11. In
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Creating the User Interface Working
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Creating the User Interface 88 EMC
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Monitoring Business Activity • pu
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Monitoring Business Activity (PRS).
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Monitoring Business Activity • Us
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Performance and Scalability System
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Performance and Scalability Factors
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Performance and Scalability Skill-s
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Performance and Scalability
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Performance and Scalability If regi
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Performance and Scalability 106 EMC
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Deploying the Application At deploy
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Deploying the Application 110 EMC D
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Archiving the Application • When
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Archiving the Application b. Log in
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Archiving the Application 5. Create
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Archiving the Application h. Select
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Archiving the Application 120 EMC D
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Prototyping overview Prototyping ov
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Understanding the approach to proto
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Create and run the New Account Appl
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Designing the New Account Applicati
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Designing the New Account Applicati
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Design dashboard and add dashlets 1
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Design dashboard and add dashlets 1
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Process Duration alert 3. From the
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Process Duration alert 17. On the k
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Designing the New Account Process -
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Designing the New Account Process -
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Running the Average Duration proces
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Designing the Average Duration repo
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Designing the New Account by Custom
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Designing the New Accounts by Custo
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Designing the New Accounts Opened t
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Designing the New Accounts Opened L
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Completing the prototype dashboard
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Index A activities count children,
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Index designing activity triggers,
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