Measure Your Process

Navigate to the Process Management data source page in the Component Library.

Select Install in the upper right and follow the installation process.

Select the main nav icon, , in the upper left and select Enterprise Components. The Enterprise Components screen displays.

Select + New Data Source in the upper right.

Select Cloud Application. The Add New Data Source window displays.

Enter "Process Measurement" in the search field, then select Process Measurement. The Set Up Integration window displays.

Review the setup instructions, then select Create. The Process Management data source screen displays.

On the Process Management | Overview screen, select Allow solution access to this data source. The Solution Access screen displays.

Select the toggle that corresponds with the solution you want to have access to the Process Management data source.

Locate where in your module workflow you want to start the measurement and select the add block button, . The Action Block panel displays.

Scroll down to the Data Actions section and select the Process Measurement action. The Process Measurement actions display.

Select Start Process Measurement. The measurement Parameters display.

Select the action title or the edit icon, , and provide a descriptive name for the Start Measurement action. In our example, we're measuring the time it takes users to complete an NDA self-service flow, so we name the action "Start Measure NDA Self-Service".

We recommend always using a custom name for your Process Measurement actions. If you have multiple measurements in the same workflow, you can easily distinguish each one as you configure their start and end points.

Enter a descriptive Measurement Name. In our example, we set Measurement Name to "NDA Self-Service".

Set the Start Time. We recommend using the basic field Today, which is a unix timestamp of the date-time when the action is activated. To add this basic field, select the insert field button, , and select Today in the dropdown.

In the Initiative Id field, create a unique value that identifies the measurement. You can create this unique value using an existing field or custom formula. For most use cases, we recommend selecting the insert field button, , and selecting the basic field Initiative Id, which is a unique identifier for the measurement object.

The Initiative Id field contains the item's unique identifier, allowing Tonkean to gather the required data for the item.

Locate where in your module workflow you want to end the measurement and select the add block button, . The Action Block panel displays.

Scroll down to the Data Actions section and select the Process Measurement action. The Process Measurement actions display.

Select End Process Measurement. Measurement configuration fields display.

Select the action title or the edit icon, , and provide a descriptive name for the End Measurement action. In our example, we name the action "End Measure NDA Self-Service".

In the Which Measurement would you like to operate on? field, you identify and select the measurement you want to complete with the End Process Measurement action, whether that measurement was started in the current module or somewhere else. Select one of the available options:

Set the End Time. We recommend using the basic field Today, which is a unix timestamp of the date-time when the action is initiated. To add this basic field, select the insert field button, , and select Today in the dropdown.

Select the main nav icon, , in the upper left and select Enterprise Components. The Enterprise Components screen displays.

Locate and select the relevant Process Measurement data source. The Process Measurement data source displays.

Remember that if you customized the name of the data source, that custom name is the display name.

In the data source configuration panel, select View Data. The {Process Measurement} | View Data screen displays.

Scroll down to the Measurement Records section, where you can view all measurements. You can also select Custom Filter to refine the measurement data as desired.

In the module builder toolbar of the desired module, select the Fields button. The Fields panel displays.

Scroll down to the Global Fields section and select + Add New Global Field. The Global Field Settings screen displays.

Add a descriptive Name for the field. In our example, we're measuring the time it takes users to receive a pre-populated NDA, so we name our field "Avg Time to Complete NDA (Seconds)".

Select the Aggregate option. By aggregating all measurements of this process together, we can generate an average completion time.

Select the relevant Process Measurement data source.

Select the provided dropdown and choose the type of aggregation to display. In our example, we choose Avg to display the mean process time. Count and Percentage are other common global field aggregation types.

Select the field whose value you want to aggregate and display. The Process Measurement data source includes several unique fields that measure the difference between the start and end points of your measurement:

In our example, we want to display the average time of process completion in seconds, so we choose diff_seconds. When finished, select Next.

Other popular metrics to aggregate are diff_minutes and diff_days. The specific process you're measuring will dictate what metric is most helpful.

Configure the Display Settings as desired. Because our example global field is displaying an average count of seconds, we set Display as to Number and leave the other options set to their defaults. When finished, select Next.

Select Add rule to configure Display Conditions & Follow-Ups as desired. We recommend leveraging color to indicate positive or concerning states of your measure, as we do in the example below where values greater than 121 seconds display in red. When finished, select Next.

In the Additional Information section, add an optional Global Field description and, where relevant, a Field group.

When finished, select Save in the upper right.