An Introduction to Apps Design
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How can you further tailor your Celonis experience to fit your needs? In this design introduction you’ll tackle Dashboards and Apps. We’ll guide you through the different types of visual components, and when to use them depending on your user group. You’ll leave this session equipped with best practices as well as the ability to create beautiful and efficient Apps that suit your target audience. This session is a perfect fit for Process Analysts and anyone curious about data visualization best practices. No previous process mining knowledge required! Presenter: Hugo Santana, Business Process Analyst, Celonis
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An Introduction to Apps Design
- 1. www.celonis.com INTRODUCTION TO APP DESIGN WITH CELONIS Hugo Santana Business Process Analyst
- 3. 1. The Methodology Requirements Building Best Practices Validation and Improvement 2. Great Apps Gallery 3. Questions and Answers Introduction to App Design with Celonis Agenda
- 4. THE METHODOLOGY Validation Building Requirements Technical Level Business Level Analysts Best Practices Continuous Improvement New UseCasesGeneration The “Process” of designing Apps with Celonis Use Celonis in the right way Continuous Improvement and Use Case Generation
- 5. STEP 1: THE REQUIREMENTS What do you need before building your Apps? Technical Requirements: Connected Data Model Needed Data Business Requirements Define your Audience Define your Transformation Goal Define your Measures
- 6. BUSINESS REQUIREMENTS – DEFINE YOUR AUDIENCE Directors and Managers High-level Results Spot problems quickly Direct the issues to the right person Power Users and Analysts Use powerful features to find hidden details Can tackle multiple topics at once Process Owners Find details on specific topics Want guidance on how to improve Track progress Operation Crew Live Updates Live Support
- 7. BUSINESS REQUIREMENTS – DEFINE YOUR TRANSFORMATION GOAL DemoSupport TrackingDiscovery DemoSupport TrackingDiscovery
- 8. BUSINESS REQUIREMENTS – DEFINE YOUR MEASURES AbsoluteValues and RatiosCalculation Levels Secondary KPIsMost Important KPIs On-time Delivery % Credit Checks % Early Delivery % Late Delivery % Denial Credits % Accepted Credits % Activity Level Case Level Header Level • # of Activities • # Deliveries • # Credit Checks • # of Cases • # Sales Orders • % Late SO Items • % Late SO Items Total Number (#) = # of Cases Ratios (%) = X / Cases
- 9. Live OperationsFocus Analysis Process CockpitsManagement Views BUSINESS REQUIREMENTS – TEMPLATE APPS
- 10. STEP 2: Building Best Practices Guidance Strategy Localization and Distribution Component Selection Documentation Filters Common mistakes Best Practices to build your Celonis Apps
- 11. BUILDING – GUIDANCE STRATEGY Inverted Pyramid Principle
- 12. BUILDING – POSITIONING AND DISTRIBUTION
- 13. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic
- 14. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input
- 15. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input Refined Details
- 16. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input Refined Details If you are interested… Go here
- 17. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic
- 18. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input
- 19. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input Refined Details
- 20. BUILDING – POSITIONING AND DISTRIBUTION Draw Attention: Most important topic Relevant Context Input Refined Details If you are interested… Go here
- 21. BUILDING - DOCUMENTATION Important Information Make it visible!
- 23. STEP 3: Validation 5 Seconds Rule Review the Results How to test and improve your Apps?
- 24. VALIDATION – 5 TO 10 SECONDS RULE User Testing
- 25. VALIDATION – REVIEW THE RESULTS DemoSupport TrackingDiscovery
- 26. Summary Requirements Data Model and Data are set up Defined Target Audience Defined Measures and KPIs Defined App Goal Building Use the Inverted Pyramid Principle Follow a good localization strategy Right component selection Slice and Dice with the right filters Avoid common errors Validation Use the 5 Second Rules in your team Keep track of the App Goal and Results
- 27. Summary Requirements Data Model and Data are set up Defined Target Audience Defined Measures and KPIs Defined App Goal Building Use the Inverted Pyramid Principle Follow a good positioning strategy Right component selection Slice and Dice with the right filters Avoid common errors Validation Use the 5 Second Rules in your team Keep track of the App Goal and Results
- 28. LET’S HAVE A LOOK!
- 29. HUGO SANTANA BUSINESS PROCESS ANALYST M +49 (0) 15142455552 h.santana@celonis.com CELONIS SE THERESIENSTRAßE 6 80333 MÜNCHEN GERMANY CONTACT @HSANTANA8