Process Listing
Hubbl Process Analytics creates a new ‘process’ using the field history from an object. A process contains the status changes for the records of that object within a specific timeframe. The Process Listing screen presents an overview of all processes that have been created by all users of Hubbl Process Analytics on a specific org.
Data Wizard
The data wizard accesses the object field history of a selected object and imports the status changes, timestamps and record IDs plus selected attributes. This feature provides a minimal data preparation experience that can be performed quickly even by novice users.
Visualization
The field history log comprising the status changes for an object over the selected period are displayed as flowchart (a.k.a. ‘directly follows graph’). The flowchart shows steps performed with frequencies and elapsed times between steps.
Variant Navigator
Each unique path on the flowchart from an initial step to a final one is termed a variant. The variant navigator presents a listing of variants that can be rolled-over or selected to highlight or display those paths on the visualization. Additionally simple statistics such as average time taken and frequency for that variant are shown.
Filter: Field Value
The visualization can be filtered by selecting the variant flows where a field carries a particular attribute.
Example: retain all flows where Region = “EMEA”
Filter: Time
The visualization can be filtered by selecting the variant flows that occur during a specific time period. The selector permits open-ended intervals at the start or end of a process. This is useful for examining the effects of a process change using a before/after comparison.
Example: retain all flows where the start date is later than 12.18.2023.
Filter: Performance
This selects only the process variants that contain a specified number of events. Useful for allowing you to examine potentially more complex or time consuming flows.
Example: retain only flows that have more than 10 events.
Filer: Endpoints
When you specify a date range when importing data using the wizard the data will include steps of processes that started before the start date or ended after the end date. This filter gives you the option of removing or retaining partial flows.
Example: retain only flows that start and end within the date range to show fully completed flows. This will ensure a comparable metric of time to complete between processes.
Filter: Follower
The follower filter retains all flow variants with a selected step that is followed by another selected step, either directly or sometime afterwards. Multiple steps can be selected in the precedent or follower groups.
Example:Retain all flows where Budget Confirmed and ID Decision Makers steps are followed by Closed Won. This filter could be used to determine how much those steps contribute to a Closed Won outcome.
Saved Views
Once a visualization has the filters applied to it, it can be saved as a View.
Example: Apply the end-points filter to retain complete flows, apply the field filter to isolate the highest performing Sales Rep by revenue. Save this view as the ‘ best practice’ process being followed by one rep.
View Comparison
Allows saved views to be compared side by side to see the differences in flow steps, time and frequency. The two views are also combined in to show the differences on a single diagram, useful for illustrating to process owners and sponsors the benefits obtained from a process or system change.
Example: View 1 is filtered on Product A, View 2 is for Product B. The products are similar, but one is a consumer product and the other a commercial product. The View Comparison will show the different processes, timings and frequencies.
Process Builder
Visual design tool to design new business processes and export as BPMN compatible models. Start with an already visualized process, edit and save
Example: Import the filtered process model for Mortgage Approvals, add new steps in to fulfill new compliance regulations, save as BPMN to be passed to Robotic Process Automation requirements.
