Volume, status, and timeliness
Number of cases or documents, share closed, aging, breaches of the agreed completion time (SLA), backlog, and trends.
Business process reporting
See where the process loses time and what to improve first
The BI report combines data from AMODIT or another BPM and document workflow system. It shows process health, deadlines, stage duration, rework, workload, and bottlenecks. Instead of only signaling a problem, it provides a path to locate it, diagnose it, and decide what action to take.
Any processInvoices, complaints, orders, HR, approvals, and other workflows
Any BPM systemAMODIT and other process and document workflow systems
Client’s BIPower BI, Tableau, Qlik, or another selected tool
Before → After
From case statuses to a view of the entire process
A process system records every step, but a daily case list does not always show where work slows down or why. The BI layer organizes process history around the questions asked by the person accountable for the outcome.
| Before | After |
|---|---|
| Statuses are visible, but assessing the health of the entire process is difficult. | One view combines volume, timeliness, completion time, rework, and the most important alerts. |
| The average looks acceptable even though some cases have been waiting too long. | Aging and the time distribution reveal the long tail and cases requiring action. |
| Cases are known to return, but no one knows between which stages. | Transition analysis shows where work is repeated and which path should be investigated. |
| A high level of manual work is automatically treated as a problem. | Prioritization considers volume, delays, and complexity together, distinguishing necessary handling from a strong candidate for automation. |
From signal to action
The report guides users through successive questions about the process
Each view has a role in the analysis. First, it detects a variance. Then it identifies the location and possible cause. Finally, it indicates the area where action should be taken.
01 · Signal
Does the process require attention?
The summary combines case volume, the share of closed cases, completion time, breaches of an agreed threshold, rework, and the largest bottleneck. Changing the period or status recalculates the view within one context.
02 · Location
At which stage are we losing time?
The report breaks the process into stages and compares their duration, median, maximum, number of active stages, and volume. The ranking helps distinguish isolated exceptions from a problem in the design of a stage.
03 · Diagnosis
What may be causing the problem?
Rework analysis shows the stages between which cases return most often. Workload views show how work is distributed and allow it to be compared with rework and delays. The result supports process and team capacity analysis, not automatic employee evaluation.
04 · Action
What should be improved or automated first?
Priority does not come from the share of manual work alone. The report combines volume, delay, complexity, and manual work to identify candidates for further analysis. The process owner decides the order of changes.
Views and metrics
Processes and documents in one analytical model
We select the scope for the business question and the data available in the system. The demo confirms the following groups of analyses.
Working time, waiting time, and stages
Average, median, and maximum case or stage duration, active stages, time distribution, and a bottleneck ranking.
Rework and corrections
Number and share of cases with rework, transitions between stages, the rework trend, and a list of anonymous case identifiers for analysis.
Workload and work distribution
Volume assigned to users, handling time, and backlog. We interpret these together with portfolio size and complexity.
Manual work and complexity
Share of manual and automated handling, number of line items, document type and value, delay, and complexity index.
Improvement potential
A ranking of business units or document types based on a combination of scale, manual work, delay, and complexity.
Who it is for
Each role sees the process at the right level
One data model answers operational and management questions without requiring a separate report for every business unit.
Where to change the workflow
A view of stage duration, rework, and bottlenecks identifies the part of the process that should be redesigned.
Where action is needed
Backlog, workload, and cases exceeding the agreed threshold determine the team’s work priorities.
Which problem has the greatest impact
The process summary and priority ranking support decisions about organizational changes, automation, and the order of investments.
Systems and technology
AMODIT, another BPM system, and the client’s chosen BI tool
The sample report was built in Power BI using data from AMODIT. We apply the same analytical approach to data from any BPM or document workflow system. We build the reporting layer in Power BI, Tableau, Qlik, or another tool used by the client.
AMODIT
We combine knowledge of the platform, process configuration, and data with the BI team’s expertise. The report expands the analytics of a production AMODIT implementation.
Another BPM or document workflow system
We start with available data about cases, stages, statuses, time, and accountability. We determine the data extraction method after analyzing the system.
Technology matched to the environment
The solution does not depend on Power BI. Tool selection accounts for existing licenses, architecture, security, users, and the maintenance model.
How we implement
Questions and decisions first, then the dashboard
The report scope follows from the process, available data, and the decisions it needs to support. We do not start with a list of charts.
- 01Questions
We identify the users, problems, and decisions the report needs to support.
- 02Data
We review the history of cases, stages, and statuses and the available connection method.
- 03Metrics
We agree on definitions of duration, rework, bottlenecks, and timeliness thresholds.
- 04Report
We build views from summary to diagnosis in the tool selected by the client.
- 05Validation
We compare results with the source, test filters, and review the report with users.
- 06Development
After launch, we develop metrics and views as the process changes.
First step
Choose one process and one question the current statuses cannot answer. Based on that, we will review the data, propose the first report scope, and identify what needs to be agreed before pricing.
FAQ
Frequently asked questions about process reporting
What is business process reporting in BI?
It is an analysis of data about the flow of cases and documents from a process system. The report combines information about volume, statuses, time, timeliness, rework, stages, and workload to identify areas requiring further analysis or action.
Does the solution work only with AMODIT?
No. AMODIT is the data source in the example shown, but we connect the BI layer to any BPM or document workflow system. We select the data extraction method for the system architecture.
Does the report have to be built in Power BI?
No. The demo was prepared in Power BI, but the report can be built in Tableau, Qlik, or another tool selected by the client. The choice depends on the existing environment, licenses, users, security, and maintenance model.
Which processes can be analyzed?
The same pattern applies to invoices, complaints, tickets, orders, HR processes, document approvals, and other workflows, provided the system records the data required for the agreed metrics.
Will the report show an individual case?
We select the level of detail for the available data, permissions, and report purpose. The sample report includes lists of anonymous case identifiers and navigation between views. During system analysis, we determine how users will access the source record.
How do you define SLA thresholds and bottlenecks?
We agree on the completion-time threshold with the process owner. We design bottleneck metrics based on the available data and the business significance of each stage. We do not treat the sample threshold in the demo as a universal SLA.
Is the report used to evaluate employees?
Its purpose is to analyze the process and workload distribution. A user’s result must be interpreted together with the volume and complexity of the cases handled. The report alone does not automatically determine the effectiveness of a specific person.
Where should we start?
Start with one process, one business question, and one person accountable for the outcome. We then review what data the system records and which definitions must be agreed before the first view is built.
Process reporting
Identify a process where the status does not explain the problem.
We will review the available data and translate it into the first report scope.
Describe your challenge