Conformance

The Conformance Module analyzes deviations in the AS-IS process against the Ideal Process defined in Ideal Process Management, ensuring process standardization.

The Conformance Module is used to analyze deviations in the AS-IS process against the ideal or target process defined in Ideal Process Management. 

In short, the analysis performed in the Conformance screen helps ensure process standardization by identifying and highlighting deviations from the defined ideal process. 

Navigating to Conformance Screen 

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The Conformance tab is located next to the Variant Explorer tab, as shown in the image below. Clicking on this tab opens the Conformance Module.

Selecting Ideal Process 

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The Select Ideal Process button is located at the center of the Conformance screen.

Clicking this button opens a selection panel where you can choose the relevant ideal process, as shown below.

In the Process Map: 
Green paths indicate compliance with the Ideal Process. 
Red paths indicate deviations from the Ideal Process.

Violation-Based Sorting:

In addition to Cases, Value, and Time sorting options in the Variant Sort dropdown, a Process Violations option is also available.

Selecting Violations sorts the variants based on the number of violations and variants with higher violations are prioritized accordingly. 

Additionally, the Variant Tooltip displays the number of violations when this sorting option is applied.

Smart Ideal Process 

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Smart Ideal Process uses a mathematical model to automatically recommend the most suitable ideal process for a business process. 

Users can define the basis for the ideal process by selecting: 

• Default Parameters (such as Cases, Value, Cycle Time, etc.)  
• Custom Parameters / KPIs (such as Automation Rate, On-Time Delivery Rate, etc.)  
• Mandatory Activities that must be present or absent in the ideal process  

These inputs are processed through a scoring model that evaluates process variants and recommends the highest-scoring variant as the Ideal Process, which can then be saved for future use.

Steps to Create a Smart Ideal Process 

Step 1 : Open Smart Ideal Process

• Go to Variant Explorer.  
• In the Process Map Toolbar, click Ideal Process.
• Select Smart Ideal Process.  

You will be welcomed by the Splash Screen. Click Continue to proceed.

Step 2 : Configure Default Parameters

In the Default Parameters section, select the parameters to be used for ideal process calculations. 

• Parameter Checkbox – Select from the available default parameters.  
• Weightage – Assign a weight (multiplier) to each parameter. You can also enable the toggle to enter custom weightages.  
• Criteria – Define how scoring is applied:  
  • High: Variants with higher values receive higher scores.  
  • Low: Variants with lower values receive higher scores. 
    (Example: For Time, lower values are preferred and therefore receive higher scores.)  
• Click Next after completing the configuration. 

Step 3: Configure Custom Parameters (KPIs) 

In the Custom Parameters section, select the KPIs to be included in the calculation. 

For each KPI, you can configure: 

• Weightage  
• Criteria  
• Acceptable Range  

Variants with KPI values outside the defined acceptable range will be excluded from scoring for that KPI. 

Click Next to continue. 

Step 4: Configure Mandatory Activities 

In the Mandatory Activities section, define process activities that must be either: 

• Present in the ideal process  
• Absent from the ideal process  
• 

Steps: 

• Select the required activities.  
• Specify whether each activity should be Present or Absent.  

Note: Variants that fail mandatory activity checks will appear in Red on the Results page. 

Click Summary & Results to proceed. 

Step 5: Review Summary 

The Summary tab displays all selected configurations.

Steps:

• Click the Edit icon next to any section to make changes.  
• Once the configuration is finalized, click Execute to begin the calculation. 

Step 6: View Results 

Based on the selected configuration, the system performs background calculations and displays the variants in descending order of score

Key features: 

• The top-scoring variant is selected by default.  
• The Preview section on the right displays the selected variant.  
• You can add or remove variants and view the updated preview.  
• Variants that fail mandatory activity checks appear in Red.  
• If you want to dive deeper into how this is done, you can do so through the See Calculations section. 

You can also go back and modify the configuration to recalculate the results. 

Step 7: Save the Ideal Process 

Once satisfied with the recommendation: 

• Save the selected variant as the Ideal Process.  
  

After saving:

• The Ideal Process can be used in Conformance for process analysis.  
• It is also added to the Ideal Process Management list.

Editing a Smart Ideal Process

You can also create/edit the Smart Ideal Process directly from the Ideal Process Management screen by following the same steps described above. 

Root Cause Analysis 

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Users can analyze the root causes of process violations by clicking the violated activity or connector highlighted in Red in the process map. 

The Root Cause Analysis (RCA) screen provides: 

• Violation percentage  
• Number of impacted cases  
• Detailed case-level information  

Clicking the case count hyperlink opens a detailed view containing Case & Event Details.

Root causes of selected violation

Users can analyze the root causes of selected violations across multiple dimensions for deeper process insights.

Change Ideal Process 

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A new screen will open, allowing users to choose a different Ideal Process for analysis.

Missing Activities 

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The Missing Activities section displays activities that are part of the Ideal Process but missing in the AS-IS process. 

Conformance Analysis 

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Users can access Conformance Analysis from the Details Icon. This interactive screen helps users analyze violations and identify possible root causes using filters and dimensional analysis. 

Key Components 

Violation Metrics 

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The Violation Metrics screen displays conformance KPIs alongside the process map, enabling users to analyze process deviations and their impact visually. 

Screen Layout 

Left Section 

• Process Map  

Center Section 

• Variants Chart  

Right Section 

• Key: Displays KPIs such as Conformance Rate, Total Violations  & Conforming vs Non-Conforming Cases. Hyperlinks on KPI values open the Case Details popup.
• Violations: Displays the list of all violations.
• Dimensional Analysis: Displays violation percentages across different dimensions.

Violation Whitelisting 

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The Violation Whitelisting feature enhances the Conformance page by allowing users to classify selected deviations as Accepted Deviations. These whitelisted violations are treated as part of the Ideal Process for analysis purposes while remaining visually distinguishable in the process map. 

Users can access Violation Whitelisting through two different approaches: 

• Master List Approach 
• RCA Approach

Master List Approach 

The Master List approach allows users to view and manage all violated events and connectors from a centralized side panel. 

• Navigate to the Conformance Page 
• Click on the Toolbar 
• Select Violation Whitelisting from the dropdown 

A toggle is available next to the Violation Whitelisting option. 

• By default, the toggle is OFF 
• Turning it ON enables visibility of whitelisted items in the process map 

Violation Whitelisting Side Panel:  

Clicking Violation Whitelisting opens a side panel containing a layered list of violations.

Side Panel Components

• Title 
• Subtitle Subsection
  • Switch Tabs: Violated Events (default) & Violated Connectors 
  • Information hyperlink
• Search Bar 
• Table Columns
  • Whitelisting Checkbox (multi-select) 
  • Events / Connectors 
  • Count of Cases 
  • Add Filters  
• Footer 
  • Reset button 
  • “What is Violation Whitelisting?” hyperlink

Violated Events – Expandable View 

By default, only violated events are displayed. 

Views Available:

• Default View: 
  • Displays only violated events 
• Expanded View: 
  • Displays FROM and TO events related to the violated event, along with: Count of Cases & Individual filter funnels 

Violated Connectors Tab

It displays violated connectors between two ideal process events. It uses the same table structure as Violated Events. It does not support expandable views.

Additional Filtering  

• Notes: If no checkboxes are selected: 1. Funnels and Reset button are disabled , 2. Save button remains inactive 

Saving Whitelisted Violations 

Steps:

• Clicking Save stores the selected whitelisted Events and Connectors. 
• Once saved, turning the Violation Whitelisting toggle ON applies the whitelisted items across the Conformance module. 
• Whitelisted Events and Connectors will be reflected in: Process Map, Conformance Rate and Violation Metrics 

Visual Indicators in Process Map 

Whitelisted events/connectors are shown in green

Represented using: Green arrows & Thick dotted lines 

The legend includes a separate indicator for whitelisted violations 

RCA Approach 

The RCA approach allows users to whitelist violations directly from the process map. 

RCA Whitelisting Screen 

This screen displays a simplified table similar to the Master List.

Table Components

• Title 
• Subtitle 
• Search bar 
• Columns: 
  • Whitelisting Checkbox 
  • Events / Connectors 
  • Count of Cases 
  • Add Filters 
• Footer: 
  • Reset 
  • “What is Violation Whitelisting?” 
  • Save 

Supported RCA Scenarios 

• Whitelisting a violated event 
• Whitelisting a violated connector between: 
  • Two ideal events 
  • One ideal and one violated event 
  • Two violated events 
     

Notes: RCA list and Master list remain synchronized 

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