Workflow Dashboard in Advanced Analytics

Sara Anthony
Sara Anthony
  • Updated

The Workflow Dashboard in Advanced Analytics offers a comprehensive view of your asset workflow processes. By analyzing the data provided, you can gain valuable insights into your asset creation workflow efficiency, identify bottlenecks, and make informed decisions to optimize your asset creation process. 

Note

You must have Asset Workflow enabled in your portal to view this dashboard.

Who can view analytics reports?

Users with the following permissions can access and download reports:

Workflow Overview

This section provides a summary of all workflows within a specified timeframe. Key metrics include the total number of workflows, completed workflows, and workflows in progress.

 

Note:

The dashboard grid will show the current state of the workflow solution, regardless of any changes to the time frame filter.

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Monitor Workflow Volume

Keep track of the total number of workflows to understand the workload and identify trends over time.

Completion Rates

Analyze the ratio of completed workflows to identify efficiency. A low completion rate might indicate bottlenecks or issues that need addressing.

In-Progress Workflows

Keep an eye on workflows in progress to ensure that tasks are being actively managed and not stalled.

Workflow Stages

This section breaks down the workflows into different stages, such as 'In Review', 'In Progress', 'Completed', etc. It provides insights into how long assets stay in each stage.

Identify Bottlenecks

 Look for stages where assets spend the most time. These stages might be bottlenecks that need process improvements or additional resources.

Streamline Processes

Use the data to streamline processes by reducing the time spent in each stage. Consider automation or reassigning tasks to speed up workflows.

Stage-Specific Analysis

Conduct a deeper analysis of each stage to understand the root causes of delays. For example, if 'In Review' takes too long, investigate the review process and make necessary adjustments.

Task Performance

This section focuses on individual tasks within workflows. It includes metrics such as the average time to complete tasks, the number of overdue tasks, and task completion rates.

Improve Task Management

Identify tasks that frequently become overdue and investigate the reasons behind the delays. Adjust deadlines or provide additional resources to improve performance.

Set Realistic Deadlines

Use historical data to set more realistic deadlines for future tasks, ensuring that they are achievable based on past performance.

Enhance Accountability

Track task completion rates to ensure accountability. Recognize high-performing team members and address underperformance.

User Performance

This section provides insights into the performance of individual users involved in workflows. Metrics include the number of tasks completed, average task completion time, and user-specific bottlenecks.

Recognize and Reward

Identify top performers and reward their efficiency to boost morale and productivity.

Provide Training

Offer targeted training and support to users who may be struggling with specific tasks or stages.

Balance Workloads

Balance workloads among team members to prevent burnout and maintain consistent performance across the team.

Workflow Trends

This section analyzes trends over time, showing how workflows evolve and highlighting any seasonal or project-based fluctuations in workload.

Forecast Workload

Use trend data to forecast future workloads and prepare accordingly. This can help in resource planning and ensuring that teams are not overwhelmed.

Seasonal Adjustments

Identify seasonal trends and adjust workflows to accommodate peak periods. Allocating more resources during busy times can help maintain efficiency.

Long-Term Improvements

Analyze long-term trends to identify persistent issues or areas for improvement. Based on these insights, implement changes to achieve continuous workflow optimization.

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