WB 8451 Notebook
WB 8451 Notebook
cover
Front cover
Notebook
Overview of IBM Process Mining
Course code WB845 / ZB845 ERC 1.0
IBM Training
March 2022 edition
Notices
© Copyright International Business Machines Corporation 2021, 2022.
This document may not be reproduced in whole or in part without the prior written permission of IBM.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM
representative for information on the products and services currently available in your area. Any reference to an IBM product, program,
or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent
product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's
responsibility to evaluate and verify the operation of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this
document does not grant you any license to these patents. You can send license inquiries, in writing, to:
IBM Director of Licensing, IBM Corporation, North Castle Drive, MD-NC119, Armonk, NY 10504-1785, US
INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND,
EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some jurisdictions do not allow disclaimer of express or implied
warranties in certain transactions, therefore, this statement may not apply to you.
This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein;
these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s)
and/or the program(s) described in this publication at any time without notice.
Any references in this information to non-IBM websites are provided for convenience only and do not in any manner serve as an
endorsement of those websites. The materials at those websites are not part of the materials for this IBM product and use of those
websites is at your own risk.
IBM may use or distribute any of the information you provide in any way it believes appropriate without incurring any obligation to you.
Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other
publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any
other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of
those products.
This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible,
the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to
actual people or business enterprises is entirely coincidental.
Trademarks
IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many
jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM
trademarks is available on the web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml.
V12.0
Contents
TOC
Contents
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1viii
TMK
Trademarks
The reader should recognize that the following terms, which appear in the content of this training
document, are official trademarks of IBM or other companies:
IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International
Business Machines Corp., registered in many jurisdictions worldwide.
The following are trademarks of International Business Machines Corporation, registered in many
jurisdictions worldwide:
Resource® Think®
Social® is a trademark or registered trademark of TWC Product and Technology, LLC, an IBM
Company.
Other product and service names might be trademarks of IBM or other companies.
pref
Course description
Overview of IBM Process Mining
Purpose
This course introduces you to IBM Process Mining. You learn the differences between process
mining and task mining, the different phases of process mining, use cases, and how process
mining is performed. You learn how to use IBM Process Mining to import a data source, map data,
and visualize a process. You are also introduced to the major features of IBM Process Mining.
The lab environment for this course uses a trial environment that is based on IBM Process Mining
version 1.12.0.3I. Access to the trial environment is strictly limited to 30 days with no possibility
of an extension. Before you enroll, make sure that you can complete the lab within the 30-day
period.
Audience
This course is intended for business process analysts, data analysts, or technical analysts that use
the IBM Process Mining product.
Prerequisites
• None
Objectives
• Define process mining and task mining and how they are performed
• Describe use cases and benefits for process mining
• Understand IBM Process Mining capabilities
• Define the Digital Twin of an Organization (DTO)
• Describe the difference between flat and multilevel processes
• Describe how to navigate the main features of IBM Process Mining
• Describe how to map data and visualize a process
• Describe backups and reference models
• Explain how to apply filters to a process
• Explain how to drill down to specific activities
• Describe the performance views including rework, duration, and cost
• Define dashboards and widgets
Contents
• Overview of IBM Process Mining
pref
Agenda
Note
The following unit and exercise durations are estimates, and might not reflect every class
experience.
Day 1
(00:15) Course introduction
(01:00) Unit 1. Overview of IBM Process Mining
(01:00) Unit 2. Getting started with IBM Process Mining
(01:30) Exercise 1. Overview of IBM Process Mining
(00:30) Unit 3. Course summary and other resources
Uempty
Overview
This unit introduces you to process mining, why it is performed, use cases for process mining, and
the different types of process mining. It also discusses the differences between process mining
and task mining and how each is performed in the IBM Process Mining tool. An overview of IBM
Process Mining is also provided.
Uempty
Uempty
Uempty
Acronyms Acronym
ADS
Definition
Automation Decision Services
(1 of 2) AI Artificial Intelligence
BAW Business Automation Workflow
BAI Business Automation Insights
BPM Business Process Management
BPMN Business Process Model and Notation
BWL Blueworks Live
CRM Customer Relationship Management
CSV Comma Separated Values
DB Database
DMN Decision Model and Notation
DTA Digital Twin of an Organization
This slide and the next covers acronyms that are used throughout this course. It is important that
you are familiar with these acronyms and the concepts and technologies behind them.
Uempty
Acronyms Acronym
ERP
Definition
Enterprise Resource Planning
(2 of 2) ETL Extract, Transform, Load
FTE Full-Time Employee
HR Human Resources
IOT Internet of Things
KPI Key Performance Indicator
ODM Operational Decision Manager
ROI Return On Investment
RPA Robotic Process Automation
SaaS Software as a Service
Uempty
1.1. Overview of process mining
Uempty
Overview
w off processs
mining
Uempty
Desktop
Data Knowledge
Cloud storage base
• Enterprises execute their business processes across several different stakeholders, such as
enterprise resource planning (ERP) systems, customer resource management (CRM) systems,
customer care applications, and ticketing systems, among others.
• When business processes don’t belong to one single application, it can become difficult for a
business user to have a clear, end-to-end view of the process. Process users often feel like the
process is too complex and difficult to be managed or understood.
• Process Mining can automatically streamline the end-to-end process, starting from the
available data of the applications that the process is running on.
• In the gray box in the center of the illustration, the business activities and processes are
shown together with their sources (such as desktop applications, mobile applications, and
cloud applications).
• IBM Process Mining extracts this digital footprint, uploads it into the platform (Data storage)
and then a knowledge base is created by using IBM Process Mining’s algorithms.
Uempty
To fully understand a process from the human and service workflow layer can be confusing. Using
process mining, you only deal with actual data that is recorded to systems of record to paint a
picture of real-world transactions that feed activities and processes.
6 Differences Between Traditional Process Analysis and Process Mining
1. How Processes Get Discovered
With traditional business process analysis, the process is typically discovered by reaching out to
all the process stakeholders. Whether by individual interviews, group workshops, employee
shadowing or even sending out a questionnaire, the goal is to piece together the information from
the stakeholders to create a process model.
Today more processes leave a digital trace in the form of event logs. Process Mining gathers data
from these event logs taken from a business’s systems or a data warehouse. The minimum data
requirements needed to map a process are the activity name, a unique case ID, and a timestamp
for each case. Once process mining software has the data requirements, then it uses
sophisticated algorithms to automatically discover the process and create an end-to-end model
that displays all activities, the paths between the activities, and the frequency of those paths. You
can then compare your as-is model to an uploaded reference model for an instant comparison.
Another noteworthy fact, not only can processes be discovered and modeled but business rules
and organizational models can also be automatically discovered with advanced process mining
software.
2. The Quality of the Information
One of the main challenges with interview and workshop methods is the accuracy of the
information collected. Interviews and workshops rely on employees to remember every activity
they’re involved in with perfect detail but that’s easier said than done. Human bias,
disagreements between employees or even as much as one employee that is having an “off day”
Uempty
will all affect the accuracy of process discovery. Employee shadowing can cause the worker to
feel pressure to “perform”. In contrast, the process model that is created with process mining is
transparent and accurate because it's derived from fact-based data rather than subjective and
often siloed employee knowledge. The quality of the insights makes for better decision-making
and decreases risks when developing new business strategies.
Uempty
specific timeframe. The static process model gets outdated quickly whether due to seasonality,
new or updated policies, new employee onboarding, or changing business strategy. In order to
update a static process model with traditional process analysis techniques, you’d need to conduct
a whole new round of interviews.
Uempty
Task Mining is the discovery, monitoring, and analysis of user interaction data on desktops
through the collection of front-end activities. While business data in your operational systems
describes a process by showing you which and when steps have occurred, user interaction data is
everything done by people to accomplish those steps. The main insights obtainable from task
mining are the following insights:
• Productivity
You can discover how much time users are allocating on the process and how much time the
activities are idle because of context switches.
▪ Precisely calculate the costs of your process based on the productive time of your
resources on the process.
▪ Understand on which applications users are working the most.
• Working Patterns
You can discover the main patterns of performing a business activity and the most efficient
ways to complete the activity by identifying deviations and inefficiencies.
▪ Set the most efficient patterns as best practice for the employees.
▪ Understand root-causes of inefficiencies and take actions to solve them.
• Automation
You can discover the working patterns to be automated, with the best tradeoff between
benefits and complexity.
▪ Simulate the automation of the most suitable working patterns and verify performance and
cost benefits.
Uempty
▪ Complete picture of the process: The combination of business data and user interaction
data creates the full picture of the process, which can be analyzed from both business
level and task level.
Uempty
Uempty
Software
Finance
Education
This slide and the next cover popular use cases for process mining.
Uempty
E-commerce
Manufacturing
Healthcare
Uempty
Business Process Management (BPM) is an integrated approach to aligning the key activities of an
organization into processes you can consistently measure to optimize value to your organization
and its end customers. Process mining can be used as part of a larger BPM project to aid in the
process discovery phase. When process mining is part of a larger BPM implementation, it is a
fundamental technology that is used during the descriptive modeling phase in which the as-is
model is created.
Process mining technology can be used throughout the BPM project to continue analysis of the
as-is process based on actual data of how the company is operating. It can also be used to
monitor the performance of the implemented automations. Processes can be rediscovered,
leveraging the new data that is created by automation, to find new inefficiencies and opportunities
for further automation.
To learn more about the BPM and process modeling, it is suggested that one explore the following
courses: Developing Workflow Solutions using IBM Business Automation Workflow V20.0.0.1 and
Developing Case Management Solutions using IBM Business Automation Workflow V20.0.0.1
Uempty
1.2. The Digital Twin of an Organization (DTO)
Uempty
The
e Digitall Twin
n off
an Organizationn
(DTO)
Uempty
Uempty
• Simulation - Run a simulation of your To-Be process. Businesses can create what-if scenarios
by using a BPMN and Decision Rules Miner in order to identify the Return on Investment
before moving forward with the change implementation, making it incredibly fast and simple
to see what benefits you are getting from the changes.
Uempty
Business Conformance
Frequency Performance Task Mining Cost Automation Simulation
Rules Checking
Chat
Reference Bots
DTO
Process Model
Manual What-if
Mining Activities
activities
Contextual
data scenarios
ROI
The journey from process mining to creating a digital twin of an organization can be depicted as
follows:
1. Frequency The traditional process mining approach derives the process model from the data,
a model based on activities and transitions. The first area to analyze is frequency of activities
that make up the process. Most processes involve manual activities without a digital footprint,
in IBM Process Mining, these manual process can be added to the process also providing
frequency information.
2. Performance A key indicator of the process is its performance in areas of duration. It’s
important to identify critical activities, resources, and roles involved in the process. From
there, you can identify the most relevant influencer from a performance perspective.
3. Costs After evaluating performance, costs need to be considered. This includes costs that are
related to resources, activities, and roles in the process. Using this information, you can
identify the most relevant influencer from a cost perspective.
4. Business Rules IBM Process Mining automatically derives the BPMN model of the process
and identifies the decision rules that are related to each transition of the process.
5. Conformance Checking With conformance checking, a model of the process can be compared
with the real process you derived from the data identifying non- conformances and deviation
and its relevance in terms of time and costs.
6. Automation Once a digital twin of your organization is created, you can monitor your
automation journey identifying the actual level of automation, resource allocation,
compliance, and conformance.
Uempty
7. Simulation Simulation capabilities allow you to define what-if scenarios and evaluate future
operational changes to your organization before implementing them. You can then evaluate
your return on investment before moving forward with the implementation.
Uempty
Uempty
1.3. Overview of IBM Process Mining
Uempty
Uempty
Connection
Available on Task mining
points examples
• Red Hat OpenShift (operator) From human actions
• Workflow interoperability
• On-premises • Discover real work done during an activity
• Business Rules to Decisions
(traditional installer) • Automate most frequent action paths with RPA
• RPA recommendations
• Software-as-a-Service • Combine process and task mining to analyze
• Data integration for Automation
• AI ingestion different levels of details, and get a complete
picture of your process
• IBM Process Mining enables clients to discover and analyze business processes by using two
complimentary approaches: from the application event logs (process mining) and recording
the user behavior on desktop machines (task mining). These approaches are seamlessly
integrated and together make up one of the pillars of AI-powered automation. As you will see
in the upcoming slides, they can help you to leverage automation in several different ways.
• This solution is offered as part of the Automation Foundation layer and can be used through
any available Cloud Pak offering (Business Automation, Watson AIOps, Integration, and
Network Automation). IBM Process Mining offers several connection points with different
Cloud Pak capabilities. For example, the workflow export/import features (by using the
Business Process Management Notation - BPMN), the RPA Bot recommendations, and the
data Integration in order to trigger events for automation.
Uempty
Discovery
Optimizing
Monitoring
• Process • KPI and cost • What-if
discovery • Compliance scenarios
• Task mining • Automation • Simulation
• Business rules • Root cause • Automation
mining analysis recommendatio
• Multi-level n:
process mining RPA and
Workflow
• ROI calculator
• Looking at the process mining domain, the journey can be broken down into three steps:
discovery, monitoring, and optimizing.
• Starting with the first step, discovery, IBM’s process mining solution provides process
discovery. IBM Process Mining has three distinctive capabilities that allow organizations to
create a precise process model that reflects the present state of the business process. This
process model is called a Digital Twin of an Organization, or DTO.
• These three capabilities that make the DTO possible are:
a. Task mining, another foundational technology in the discovery phase of the automation
journey that uses an agent to record the user desktop interactions to understand the
process at the task level.
b. Business rules mining, a feature that shows not only the frequency of following a specific
path, but also uncovers why the process follows that path.
c. Multi-level process mining, a capability that allows businesses to analyze complex
processes in a single comprehensive analysis.
• A procure-to-pay process is a good example of a complex process as it involves several
different entities, like purchase requisition, purchase order, good receipt, and invoice. With
multi-level process mining, you don’t need to split the process into different analyses because
all the process parts belonging to each entity are streamlined in a single view.
• The second step is monitoring. Here, the DTO can be used to monitor business key
performance indicators (KPIs) and costs, check compliance by comparing the expected
process behavior with the real behavior that is derived from the data and uncover the root
causes of the process deviations. You can even monitor the current process automation level.
Uempty
• The last step is optimization, where you can use the DTO to create what-if scenarios of your
to-be process. The simulation feature then lets you test all future actions that you are planning
to implement on your process, check the automation recommendation that comes out of the
integrated analysis between process and task mining, and easily calculate the expected return
on investment (ROI).
Uempty
• Companies can use IBM Process Mining with the execution capabilities of the Cloud Pak, like
Business Automation Workflow and Robotic Process Automation (RPA) to act on their
processes.
• Companies can implement a continuous improvement approach that can be applied to any
business process, starting from the discovery phase, then generating the as-is process
analysis, and finally by using simulation and what-if analyses to generate a to-be model to
calculate the expected return on investment (ROI).
• Then, you can select the best automation capability to improve your process based on the
analysis carried out with IBM Process Mining.
• Finally, after taking action on the process, you can continue to monitor the process with IBM
Process Mining, getting data from the new stakeholders to see whether the actions are
behaving as expected, and seeing where to take further action to improve the process.
Uempty
Analytics
Process Task
mining mining Scope:
Actual
Event logs (Data sources) work done
by
Discovery
employees
• Process Mining is a technology that uses data in the form of event logs, extracted from the
applications that a process is running on, to automatically generate a visual representation of
the process.
• Process Mining requires only three pieces of information to create process visualizations:
a. The event ID
b. The activity name
c. A timestamp
• Additionally, with added task mining capabilities, it is possible to use an agent recorder to
capture user desktop interactions for a deep comprehension of the process at the task level.
• The event logs are analyzed by using process mining algorithms to discover the real picture of
a process, starting from its digital footprint, allowing you to run process analysis and
monitoring based on the real data.
Uempty
Case
• A case is an instance of a process.
• In flat processes, each different process-id defines a new case. For example, in a ticketing
process a case can be related to a specific ticket#.
• In multilevel processes, each different combination of process-ids defines a new case. For
example, consider a process in which two orders are received in two different moments but
registered in a unique invoice: this is considered as one single case.
Activity and event
• An event occurs every time an activity of the process is executed.
Process variant
• A process variant is a unique path that a case takes to cross the process (from the start to the
end). Being able to analyze different variants is important to identify, for example, common
deviations (regarding a normative model) and inefficiencies.
Uempty
Task Mining is made up of many components, from the user perspective two of them are used:
1. TM Pattern Analysis and Classification: This component is a web application that runs server side
and allows the configuration of the user’s activities in terms of tasks and relevant data.
2. TM Agent: This front-end component runs on the client workstations to track the user's activities
according to the configured monitoring list. The tracked data is sent in encrypted format to the TM
Data
ata Collector to be stored in a reserved file system.
Uempty
1.4. Analyzing a process by using IBM Process
Mining
Uempty
Analyzingg a processs
by using
g IBMM
Processs Mining
Uempty
Task Mining
User desktop
actions
* ETL contribution packages available for P2P/SAP and O2C/SAP
Overview of IBM Process Mining © Copyright IBM Corporation 2020, 2021
• The first step, necessary in all process mining projects, is data extraction and preparation. In
this phase of the process mining analysis, the event logs are extracted from the various
applications where the process is executed.
• Once the data is extracted, extract-transform-load (ETL) software aggregates and transforms
the data to create a data set that is compliant with the format that is needed by IBM Process
Mining. It is also possible to use connectors from solutions like IBM Data Stage or App
Connect to retrieve the data in an easier way. Relevant business data related to a specific
domain of the process data can enrich the data set for a better analysis. In a procure to pay
process, for example, this business data might refer to the order type, vendor or material
group.
• Once the data set is ready, it is time to upload it to IBM Process Mining to automatically
visualize the process.
• Task Mining has its own platform that collects the data that is recorded by the user desktop
agent. After the data is configured, it is automatically sent to IBM Process Mining to be
visualized.
Uempty
With the data set uploaded and visualized by process mining, you can start analyzing the process.
The visual representation of the process that IBM Process Mining creates is intuitive. Activities are
shown as boxes and the transitions between the activities are shown as arrows.
1. You can immediately identify the most frequent activities
2. Or you can identify the most critical activities in terms of waiting or execution time
3. You can understand the most frequent process paths. In this example, there is a variant that
covers 27.8% of the total cases.
4. You can also identify the most expensive activities based on the resource and activity cost
All of this can help you identify the critical activities that need to be monitored, improved, and
possibly automated.
Uempty
analysis
Overview of IBM Process Mining © Copyright IBM Corporation 2020, 2021
• The next step is conformance checking. This feature compares the expected process behavior
with the actual data-derived behavior. With full interoperability of IBM Process Mining with the
Business Process Management Notation (BPMN) standard, the reference model – defined as
the process model that represents the expected behavior – can be imported from Blueworks
Live, IBM Business Automation Workflow (BAW), or any tool that supports the BPMN standard.
• The conformance check provides information about the conformant cases, a list of deviations,
and statistics that show the impact that the deviation has on the process in terms of
performance and cost. Root cause analysis reveals which business data is the biggest
influencer of a specific deviation.
• A deviation is an activity that was executed but was not expected. A nonconformant activity is
an activity that has been executed, even if it is not included in the reference model.
Uempty
• Because IBM Process Mining fully supports Business Process Management Notation (BPMN),
it is possible to generate the BPMN model starting from the data-derived process model, by
using it as an entry point for a modelling analysis on IBM Blueworks Live (or any Business
Process Analysis tool) or as a starting point for a workflow implementation on IBM Business
Automation Workflow (BAW).
• The picture shows an example of a BPMN model that is derived from the data in IBM Process
Mining.
Uempty
• A key differentiator of IBM Process Mining is the Decision Rules Mining capability. This feature
uses the uploaded business data together with the event log to show why the process follows
a specific route, as well as the frequency that the route is followed.
• In this way, you can understand the logic behind the gateways of a process; in other words,
you can discover the implicit business rules and understand why the process is following one
path rather than another.
• With the newly discovered rules, you can leverage new automation, implementing it on the
Operation Decision Manager (ODM) or on the Automation Decision Services (ADS).
• Decision Model and Notation (DMN) is a modelling language and notation for the precise
specification of business decisions and business rules.
Uempty
IBM Process Mining can define a full stack of KPIs based on time and resource allocation to
instantly show which activities are not performing as expected (red boxes) and to get a high-level
picture of the overall process.
Uempty
• Most of the time, standard key performance indicators (KPIs) are not enough to answer the
business needs of the client or to provide a better understanding of business process pain
points.
• When performing a process analysis, it is important to check for insights that are related to the
business domain of the process. Think about a procure to pay process. Crucial insights might
include the amount that is ordered with each vendor, where the invoice is registered before
the purchase order is inserted, or to see the distribution over the time of the total amount.
• To answer these kinds of questions, the Advanced Analytics tool in IBM Process Mining allows
the creation of custom business dashboards, by using a low-code user interface. The features
provide more than 30 different widgets with a configuration similar to Excel.
• The slide refers to the term “Maverick purchases“. This describes the purchasing situation in
which services and materials are purchased outside of the purchasing and procurement
process.
Uempty
Simulate your business with digital twin before engaging
development costs
• Create scenarios from
as-is process:
allocating resources, Compare the
simulation with the
adding RPA bots, data derived
changing processes, analysis
and rules
• Run simulations and
compare as-is and to-
be side by side:
processes, KPIs, costs
• Load BPMN models
from any tool that Select the expected
level of automation
supports BPMN and of a specific activity
run simulations to
verify achievement of
business goals
Overview of IBM Process Mining © Copyright IBM Corporation 2020, 2021
Figure 1-32. Simulate your business with digital twin before engaging development costs
• After the analysis is complete, it is time to act on the insights, by using the Cloud Paks for
Automation capabilities.
• Common questions include:
▪ Is there a way to test automation actions before implementing them?
▪ And how can you calculate the expected return on investment (ROI) from specific actions
on the process?
• Using the Digital Twin of an Organization (DTO) model derived from the data, along with the
simulation capability, you can play with the model, testing the actions that you have in mind.
For example, you can add more full-time equivalent (FTE) resources working on a specific
activity, or you can simulate an RPA Bot implementation on a specific task where you found a
lot of repetitive reworks.
Uempty
Uempty
Review questions
1. True or False: Process mining uses real data from a company’s information systems to create
a process model.
2. True or False: Process Mining is the discovery, monitoring, and analysis of user interaction
data on desktops through the collection of front-end activities.
3. True or False: The Digital Twin of an Organization is a perfect digital copy of your process that
uses the most current business data.
Uempty
Review answers
1. True or False: Process mining uses real data from a company’s information systems to create
a process model.
The answer is True.
2. True or False: Process Mining is the discovery, monitoring, and analysis of user interaction
data on desktops through the collection of front-end activities.
The answer is False. This refers to task mining.
3. True or False: The Digital Twin of an Organization is a perfect digital copy of your process that
uses the most current business data.
The answer is True.
Uempty
Overview
In this unit, you learn how to navigate IBM Process Mining and import a data source and generate
the event log. You learn how to model the process and use IBM Process Mining features to analyze
the process. You learn how to apply filters to the process, drill down to an activity, and review the
performance views including duration, rework, and cost. You learn how to use IBM process Mining
functions such as the Activity Map and Social Net feature to understand data relationships. You
also learn about dashboards, widgets, and what the Project overview dashboard displays.
Uempty
Unit objectives • Describe how to navigate the main features of IBM Process Mining
• Describe how to upload and map data
• List the required data fields to generate the event log
• List the steps required to visualize a process
• Describe backups and reference models
• Explain how to apply filters to the process
• Explain how to drill down to specific activities
• Describe the performance views including rework, duration, and cost
• Define dashboards and widgets
• Describe the Project overview dashboard
• Explain how to use the Activity Map to understand resource usage
• Explain how to use the Social Net feature to understand data
relationships
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
2.1. Generating the event log
Uempty
Generating g the
e
eventt log
Uempty
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
• In the workspace, you can create, navigate, delete, and organize your processes and
organizations.
• Each box represents a process. Each process belongs to an organization.
• You can share organizations with others in your company.
• After scoping the project and creating the new process in the workspace, you can begin
importing data.
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
If you have a reference model from a prior implementation, you can use that to help visualize
differences and variations.
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
The following fields are not necessary, but give you much better insight:
• Activity end time – to see activities’ duration in your process
• Resource – shows the relationship between activities and resources
• Role – groups resources in relation to activities
• Any other field that you might require can be tagged as a custom field
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
The reference model depicts the process as it is understood, not as it is implemented. A reference
model is compared with the derived model to perform conformance checking and to determine
activities being performed that are not forecasted in the reference model.
The .idp file is meant to save an entire project: the mapping, the cost, the working time, the KPIs,
the dashboards, the filters, and so on. The file does not save the data sources and is used to back
up a project (if you erase your project, you can easily get it back) or to deploy a project into
another process mining instance.
Uempty
2.2. Modeling and analyzing the process
Uempty
Modelingg and
d
analyzing
g the
e
process
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
In the Frequency view, the process is represented with boxes and arrows. Each box represents an
event or an activity that happened in the process. The arrows represent the various paths that the
process took based on the event log. Within each box, the roles that are involved in the activity are
listed along with the frequency it is executed. The dark blue boxes represent the most frequent
activities. Refer to the lower right for the color mapping to the frequency number. The darker the
arrows, the higher the frequency. While in the model view, you can perform the following:
1. You can navigate throughout the user interface by using the top menu selecting the main
features:
- Datasource, dashboard, Diff, Model, BPMN, Activity map, and Social net.
2. The toolbar allows you to:
- Create new filters, edit activity aliases, export the process, create new end activities,
navigate between BPA and Analytics, and edit the settings.
3. You can navigate back to the workspace to view your processes by clicking the breadcrumb
trail at the top.
4. While in the model view, you can choose to view it in either Portrait or Landscape mode.
5. You can open and close the left navigation panel by clicking the arrow.
6. You can check the model’s conformance by reference, comparison, or data-derived.
7. You can select different perspectives for the model view including Frequency (shown on the
slide), Rework, Average duration, Median duration, Minimum duration, Maximum duration,
Weighted average duration, Cost, and Overall cost.
Uempty
8. You can view different information regarding the process by navigating the panel on the left.
While in the Model view, you can filter what is viewed. You can also get information regarding
model details and log statistics.
In the Frequency view, the most frequent paths between activities of the process can be
identified.
• The numbers next to the lines shows how many times that specific process flow has been
followed.
• The numbers within the rectangles show the number of times that the activity is performed
• The description in the rectangles indicates the name of the activity and the roles by which the
activity is carried out. They could be more than one (multiple dots are displayed).
• The green circle at the lower right corner of the activity rectangle indicates the Model coverage
(100% indicates that the Model details cover all the possible relationships of that activity.
• The percentage indicates how many possible relationships you are currently visualizing. The
level of relations is adjustable)
Note: beside the frequency of a transition, a number in parentheses could be present: that
represents the number of events of the same case, which was executed in parallel on multiple
activities.
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
• Within the Statistics window, you can select to filter by Activity, Process, Resource, Role, or
custom fields.
• You can view statistics for any activity by highlighting it and clicking Statistics.
• The statistics window is presented with the resource selection applied
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Zoom relations are those that are seen when the model details relations are set to 100%
Uempty
• The cost of an activity, the cost of the resource involved, and its working time, according to
IBM Process Mining cost model:
Activity Cost = Activity Standard cost + (AVG Working Time * Avg Resource or Role Cost)
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
All the input parameters that are relative to the costs can vary according to the duration and the
type of activity (automatic or manual) and to the resources that carry it out.
• Activity standard cost = standard cost of the execution of an activity
• Working time = expected allocation time for the activity
• Resource cost = default hourly cost for a resource
• Role cost = an hourly cost that is applied to a specific role
It is important to keep in mind that working time is entered manually by the Business Process
Analyst in the project settings. This is not data that is derived from the event log. A working time
estimation can be obtained by running Task Mining on a certain business activity, which will
measure the actual time in which the user is active on their desktop while running the activity.
Uempty
Viewing dashboards
• Dashboards visualize
process data (event logs)
by using widgets.
• Dashboards can explore,
represent, and filter
process data by using up
to eight widgets.
• Dashboard filters are
applied on top the event
log filters.
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
• Widgets are fundamentally a query with one or more configuration flags. The widget displays
the query in one of various ways (such as line chart, bubble chart, and bar chart). Each widget
on the dashboard has various functions that are associated with it. For each widget, you can
export either the csv values or you can download the graph as a svg file. You can also reset the
filters on the graph.
• The dashboard filters derive from the IBM Process Mining application.
• You can use up to eight widgets on one dashboard.
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
By moving the cursor over the map, you can carry out the following operations:
• When moving the cursor over a specific resource, you highlight the activities in which that
resource is involved.
• When selecting one specific role, in the lower right panel, you highlight all the activities in
which that role is involved.
• When moving the cursor over a specific activity, you highlight the resources and roles that are
involved at least once with that activity.
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
2.3. The project overview dashboard
Uempty
The
e projectt
overview
w dashboard
Uempty
KPI SUMMARY
CASE STATUS
ADD FILTER
SUMMARY
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
You can access the Project overview dashboard from the Applications menu.
You have an opportunity to work with the Project overview dashboard in the exercise at the end of
this unit.
You can use the KPI Summary widget to further filter the activities by the various KPI limits. When
the filter is applied, the widgets of the dashboard are updated.
Uempty
Filter widget
• When you apply a filter to the dashboard, it is listed here.
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Case variants
• This widget displays the case variants.
• You can select multiple variants in order to compare them in
the model. Selected variants are not used as filters in the
dashboard unless you click the filter button.
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Unit summary • Describe how to navigate the main features of IBM Process Mining
• Describe how to upload and map data
• List the required data fields to generate the event log
• List the steps required to visualize a process
• Describe backups and reference models
• Explain how to apply filters to the process
• Explain how to drill down to specific activities
• Describe the performance views including rework, duration, and cost
• Define dashboards and widgets
• Describe the Project overview dashboard
• Explain how to use the Activity Map to understand resource usage
• Explain how to use the Social Net feature to understand data
relationships
Uempty
Review questions
1. What field is not required to upload data?
a. Process ID
b. Activity type
c. Activity start time
d. Activity end time
2. True or False: A reference model is required before you can perform data mapping.
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
Review answers
1. What field is not required to upload data?
a. Process ID
b. Activity type
c. Activity start time
d. Activity end time
The answer is d.
2. True or False : A reference model is required before you can perform data mapping.
The answer is False.
3. The data that is uploaded is known as:
a. A system log
b. An event log
c. An application log
d. A reference model
The answer is b. Each line in the log represents an event.
Getting started with IBM Process Mining © Copyright IBM Corporation 2020, 2021
Uempty
In this exercise, you import and map data from a local CSV file. You review the data and visualize
the process model. You then explore the workspace environment and how to navigate the various
functions of IBM Process Mining.
Uempty
Uempty
Overview
This unit summarizes the course and provides information for future study.
Uempty
Unit objectives • Describe the course objectives and what you learned
• Identify and describe product certifications that are related to this
course
• Identify resources that can help you learn more
Uempty
Course • Define process mining and task mining and how they are performed
objectives • Describe use cases and benefits for process mining
• Understand IBM Process Mining capabilities
• Define the Digital Twin of an Organization (DTO)
• Describe the difference between flat and multilevel processes
• Describe how to navigate the main features of IBM Process Mining
• Describe how to map data and visualize a process
• Describe backups and reference models
Uempty
Uempty
Course summary and other resources © Copyright IBM Corporation 2020, 2021
Uempty
Course summary and other resources © Copyright IBM Corporation 2020, 2021
Uempty
Additional resources (1 of 5)
• IBM Cloud Education course information
View and download course materials and
course corrections.
http://ibm.biz/CourseInfo
• IBM Developer
IBM's official developer program offers access
to software trials and downloads, how-to
information, and expert practitioners.
https://developer.ibm.com/
Uempty
Additional resources (2 of 5)
• IBM Automation Community
Learn about Blockchain, BlueWorks Live, BPM,
Workflow, Case, Content Management,
Decision Management, Robotic Process
Automation, Platform, and Cloud Pak for
Automation
https://community.ibm.com/community/user/
automation/home
Uempty
Additional resources (3 of 5)
• IBM Training
Search the IBM Training website for courses
and education information.
https://www.ibm.com/training
• Learning Journeys
Learning Journeys describe a recommended
collection of learning content to acquire skills
for a specific technology or role.
https://www.ibm.com/training/journeys/#tab-
ibm-cloud
Uempty
Additional resources (4 of 5)
• IBM Redbooks
IBM Redbooks are developed and published by
the IBM International Technical Support
Organization (ITSO). Redbooks typically provide
positioning and value guidance, installation and
implementation experiences, typical solution
scenarios, and step-by-step "how-to" guidelines.
http://www.redbooks.ibm.com/
• IBM Documentation
IBM Documentation is the primary home for IBM
product documentation.
https://www.ibm.com/docs/en
Uempty
Additional resources (5 of 5)
• IBM Marketplace
Learn about IBM offerings for Cloud, Cognitive,
Data and Analytics, Mobile, Security, IT
Infrastructure, and Enterprise and Business
Solutions.
https://www.ibm.com/products
Uempty
Unit summary • Describe the course objectives and what you learned
• Identify and describe product certifications that are related to this
course
• Identify resources that can help you learn more
Uempty
Course completion
You have completed this course:
Overview of IBM Processing Mining
Course summary and other resources © Copyright IBM Corporation 2020, 2021
backpg