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ProcessView provides a number of analysis reports to help users understand business process performance.

Summary Analysis

 

The Summary Analysis Report provides process-level and activity-level performance metrics written to Microsoft The Summary Analysis Report provides process-level and activity-level performance metrics written to Microsoft Excel to answer fundamental questions like:

·         How long does it take?

·         How much work is involved?

·         How much does it cost?

·         How busy is the bottleneck?

·         Where should improvement actions be focused?

The ProcessView Standard and Professional Summary Analysis Reports contain the following worksheets:

·         Map Profile Worksheet - shows a snapshot of the process map's performance as a whole

·         Duration (Elapsed Time) Worksheet – answers the question ‘how long does it take to move an item from the start to the finish of the process’; provides the activity durations sorted from largest to smallest to help us identify which activities contribute most heavily to the average Duration

·         Process Time per Item Worksheet – answers the question ‘how much work does it take to process an item’; provides the activity process times sorted from largest to smallest contribution to the overall work time or process time per item to help us identify which activities contribute most heavily to the average ProcessTime per item

·         Cost Worksheet – answers the question ‘how much does it cost to process an item’; provides the activity fixed cost and resource cost, if any, sorted from largest to smallest contribution to the total process cost to help us identify which activities contribute most heavily to the average Cost per Item

·         Utilization Worksheet – answers the question ‘what is the utilization at the busiest activity’; provides the activity utilization sorted from largest to smallest to identify the activities that dictate the process’s ability to meet demand

Detailed Analysis

 

The Detailed Analysis Report provides process-level and activity-level performance metrics written to Microsoft Excel. Additionally, this report summarizes performance metrics by resource, by custom property, by classification (activity grouping), and by named station (common workstation or queue).  The Detailed Analysis can be used to answer fundamental questions like:

·         How long does it take?

·         How much work is involved?

·         How much does it cost?

·         How busy is the bottleneck?

·         How many resources are required to support the demand? 

·         Where should improvement actions be focused to affect the greatest impact on process performance?

·         If the mix of items being processed changes, what is the impact on service?  How much demand can be handled with existing capacity?  Do I need to outsource demand?  If so, how much?

·         If I invest in new equipment or additional resources, how many do I need to handle the anticipated demand?  Will the investment bring the desired level of service?

·         What is the impact of rework?  How much time is spent on non-value added activities?  How often do we get it right the first time?

·         If I invest in new technology, how much manual effort can be eliminated?  Will it reduce cost?  If so, how much hard savings will be gained?

The ProcessView Detailed Analysis contains the following worksheets:

·         Map Profile Worksheet - shows a snapshot of process performance with map parameters and performance metrics to describe the time, resource, and cost information

·         Duration (Elapsed Time) Worksheet – answers the question ‘how long does it take to move an item from the start to the finish of the process’; provides the activity durations sorted from largest to smallest to help us identify which activities contribute most heavily to the average Duration

·         Process Time per Item Worksheet – answers the question ‘how much work does it take to process an item’; provides the activity process times sorted from largest to smallest contribution to the overall work time or process time per item to help us identify which activities contribute most heavily to the average ProcessTime per item

·         Cost Worksheet – answers the question ‘how much does it cost to process an item’; provides the activity fixed cost and resource cost, if any, sorted from largest to smallest contribution to the total process cost to help us identify which activities contribute most heavily to the average Cost per Item

·         Utilization Worksheet – answers the question ‘what is the utilization at the busiest activity’; provides the activity utilization sorted from largest to smallest to identify the activities that dictate the process’s ability to meet demand

  • Capacity Model* – identifies the bottleneck and portrays the impact of increases in demand when the capacity is fixed
  • Performance Model Worksheet* – identifies the bottleneck and portrays the tradeoff between high resource utilization and high service levels by analyzing the effects of increases in capacity when demand is fixed
  • Stations Worksheet* – provides performance metrics for common queuing areas and their member activities
  • Classifications Worksheet – provides performance metrics for categories and their member activities
  • User Properties Worksheet – provides performance metrics for custom time, quantity-based, assigned cost, and/or Boolean properties created by the user
  • Resources Worksheet – provides the time and cost associated with the resources involved in the process
  • Nodes Worksheet – provides performance metrics on an activity-by-activity basis
  • Connectors Worksheet – provides performance metrics for connectors within the model

Worksheets marked with an asterisk (*) are only available to ProcessView Professional users.

Category Analysis

 

The Category Analysis is designed to provide concise answers to specific business process performance questions selected by the user during map configuration.  This information is written to Microsoft Excel.  Examples of some of the business analysis questions that may be selected are shown below:

·         How capable are the activities in the process of meeting the demand placed upon them?

·         What is the cost associated with people time, machine time or other resource time?

·         How long does it take to complete the entire process?

·         How much actual processing time is required to complete the process?

·         What proportion of time spent is Value Added, Non-Value Added, Non-Value Added but Business Required or Regulatory Compliance?

The ProcessView Standard and Professional Category Analysis can contain any of the following worksheets:

·         Question Contents Worksheet – indicates the analysis questions selected by the user during map configuration and provides feedback to the user when model inputs are insufficient to generate an answer worksheet

·         Takt Analysis Worksheet – provides a comparison between the Duration and Takt time and the ProcessTime and Takt time at each of the activities in the process flowchart

·         Resource Cost Worksheet – indicates the resource cost incurred to execute each activity in the flow and calculates the proportion of resource cost to total process cost

·         Duration Worksheet – provides the elapsed time required to complete each of the activities in the flowchart

·         ProcessTime Worksheet – provides the process time required to execute each of the activities in the flowchart

·         Resource Time Worksheet – indicates the total resource time by resource type

·         Classification Value Class Worksheet – provides the time, cost and resource performance metrics for each category in the Value Class classification and indicates which activities fall into each category (Value Added, Non-Value Added, Non-Value Added but Required)

·         Fixed Cost Worksheet – provides the fixed cost incurred to execute each of the activities in the flowchart

·         Yield Worksheet – indicates the cumulative process first pass yield and the yield for each of the activities in the process flowchart

·         Classification Department Worksheet – provides the time, cost and resource performance metrics for each category in the Department classification and indicates which activities fall into each category

·         Value Added Worksheet – indicates the proportion of process time that is considered ‘Value Added’ and the proportion that is ‘Non-Value Added’

·         Waste Worksheet – provides a visual summary to indicate where the 7 major forms of Lean waste are encountered during execution of the process

 

Lean Analysis

 

The Lean Analysis Report provides a general accounting of the process map and information to identify performance drivers and waste.  The analysis is based on the attributes of each of the shapes found within the process map.  With this report, you will be able to assess how long the process takes, how much work is involved, how much cost is incurred, and more.

Since the Lean Analysis Report is written to Microsoft Excel, its data is presented in the Excel Worksheets.  Each worksheet is designed to provide information that allows the user to focus improvement actions based on the kind of improvement needed.  If, for instance, the improvement priority is to reduce waste, the Waste worksheet would be referenced.  If the priority is to reduce the elapsed time to complete an item, the Sorted Metrics worksheet could be referenced.  The roadmap below describes the information contained in each of the worksheets that may be produced.

The ProcessView Standard and Professional Lean Analysis Report can contain any of the following worksheets:

·         Map Profile Worksheet - shows a snapshot of process performance with map parameters and performance metrics to describe the time, resource, and cost information

·         Sorted Metrics Worksheet - provides a Pareto analysis for Start Nodes, Activity Nodes, and End Nodes by time and cost performance metrics; allows the user to identify which activities should be targeted, based on the key performance indicators of primary interest

·        Value Class Worksheet – provides the time, cost and resource performance metrics for each category in the Value Class classification and indicates which activities fall into each category (Value Added, Non-Value Added, Non-Value Added but Required)

·        Takt Analysis Worksheet – provides a comparison between the Duration and Takt time and the ProcessTime and Takt time at each of the activities in the process flowchart

·         Waste Worksheet – provides a visual summary to indicate where the 7 major forms of Lean waste are encountered during execution of the process

 

A3 

Once a map has been created and analyzed, it can be easily manipulated to represent alternative scenarios.  To determine the impact of proposed process changes, multiple alternative process scenarios may be created.  To measure the difference between the current state or baseline performance and an alternative state scenario, the information in the A3 Report can be used.  Click here to see more information about the A3 Report.

 

Compare

The purpose of creating a ProcessView model is to gain an understanding about process performance and behavior.  A model, once composed, can be used as a predictive tool; after all, it is less expensive and less disruptive to experiment with changes to a process model than it is to experiment with the real world process.  If multiple scenarios for a process are created, they can be quickly compared using the ProcessView Compare Report.  The information in the Compare Report can be used to measure the quanitative difference between the performance metrics for any two process models. Click here to see a sample Compare Report.

 

Management Outbrief Report

After the investment has been made to create a process model, there may be a desire to summarize the information gained from the analysis to share with process owners and management.  To automatically generate a PowerPoint slide deck populated with process performance information and improvement opportunities identified, ProcessView provides a PowerPoint report template.  Click here to see a picture of sample slides.