Monitoring
The Monitoring module enables continuous tracking and analysis of key process KPIs and operational performance metrics. Monitor trends, compare periods, and receive alerts when KPIs exceed thresholds.
Access via Monitoring from the main navigation menu. The module integrates with global filters, so all metrics adjust automatically.
Monitoring KPIs
Two dropdowns at the top-right control the analysis period:
- Time Granularity: Year, Quarter, or Month
- Time Selection: Specific year, quarter, or month within the granularity
Each KPI card displays the current value, historical comparison, and percentage change vs the previous period.
Process Analysis Charts
| Chart | Description |
|---|---|
| Events Over Time | Distribution of events over a period. Identify activity spikes and seasonality. |
| Case Duration | Distribution of cases by average cycle time. Identify slow-running cases. |
| Events per Case | Distribution of cases by number of events. Understand process complexity. |
| Activity Frequency | Activities performed and case counts. Identify frequent and rare process steps. |
Monitoring Watchpoints
Proactively monitor important KPIs with visual color indicators.
| Color | KPI Value Status |
|---|---|
| Green | Below Acceptable Value – performing well |
| Orange | Between Acceptable and Threshold Value – monitor closely |
| Red | Above Threshold Value – requires attention |
Access via Monitoring → Watchpoints tab. Use Add Watchpoint to add existing watchpoints, Manage Watchpoints to create/edit/delete.
Creating a Watchpoint
- Click Create Watchpoint.
- Select a KPI to monitor (e.g. Number of Cases, Net Value, Average Cycle Time).
- Define Acceptable Value (normal operating range) and Threshold Value (limit requiring action).
- Click Apply to preview, then Save and enter Watchpoint Name and Description.
After entering the required details, click Create to create the process.
ℹ️
Only published watchpoints can be added to the Watchpoints Dashboard. Removing a watchpoint from the dashboard does not delete the watchpoint configuration.
Compare your KPIs against Industry Standards and Organizational Benchmarks using AI. Requires Process Inputs to be configured.
Creating a Dashboard
- Click Create Dashboard on the Needle Analysis screen.
- Enter a dashboard name.
- Select the required Process Input.
- Select required KPIs from the dropdown.
- Click Create.
Each KPI card shows: KPI Name, Process KPI value, Industry Average, and Industry Benchmark. Views available: Circular Graph, Horizontal Bar Graph, Text View, Open Report, and Globe (regional/global map).
⚠️ AI can make mistakes — please validate essential information in Needle Analysis results.