12/19/2022

Application Help
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SAP Signavio Process Insights | Cloud

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SAP Signavio Process Insights Application Help

About SAP Signavio Process Insights

SAP Signavio Process Insights is a cloud solution running on SAP Business Technology Platform (SAP BTP) that delivers data-
driven insights into business processes and their usage based on data from multiple ERP systems. It helps organizations to
achieve business process excellence by helping to identify where processes can be improved, allowing users to drill down to
understand root causes, and providing recommendations on how to improve. It allows users to navigate through their business
process transformation journey from insight to action to maximize process excellence.

You can view your insights and recommendations based on a speci c end-to-end process or line of business that you'd like to
focus on.

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 Note
We recommend that you view the application with a minimum screen resolution of 1440 x 900.

Related Information
Content Guide

Integration, administration, and con guration tasks relating to the Administration Guide for SAP Signavio Process Insights
solution

Information about the performance indicators that are implemented Reference Guide for Performance Indicators

Choosing an Entry Point

Select an end-to-end process or a line of business to start analyzing and improving your process performance.

End-to-end processes and lines of business act as a rst way of ltering what you see on the Process Flows, Performance
Indicators, Correction Recommendations, and Innovation Recommendations tabs.

If you select the end-to-end process Lead to Cash as your entry point, for example, and navigate to the Process Flows tab, you
see only those process ows that are relevant for lead to cash.

If you select one of the modular processes listed for this end-to-end process, such as Order to Ful ll, you lter the information
displayed on the four main tabs even further. You then see only the data that's relevant for the Order to Ful ll modular process.

If you select the line of business Finance as your entry point, you see only the data that's relevant for this particular line of
business.

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If you select one of the value drivers listed for this line of business, such as Reduce Data Management Cost, you lter the
information displayed on the four main tabs even further. You then see only the data that's relevant for the Reduce Data
Management Cost value driver.

 Note
Administrators specify which end-to-end processes or lines of business each user can access. This means you can access only
that information that you've been given authorization to access.

List of End-to-End Processes and Corresponding Modular Processes

Acquire to Decommission

Acquire to Onboard

Operate to Maintain

Finance

Plan to Optimize Financials

Invoice to Pay

Invoice to Cash

Record to Report

Manage Treasury

Governance

Manage Portfolio and Projects

Manage Governance, Risk, and Compliance

Lead to Cash

Opportunity to Quote

Order to Ful ll

Invoice to Cash

Manage Customers and Channels

Request to Service

Plan to Ful ll

Plan to Optimize Ful llment

Procure to Receipt

Make to Inspect

Deliver Product to Ful ll

Deliver Service to Ful ll

Manage Ful llment

Source to Pay

Source to Contract

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Plan to Optimize Ful llment

Procure to Receipt

Invoice to Pay

Manage Suppliers and Collaboration

List of Lines of Business and Corresponding Value Drivers

Asset Management

Reduce Asset Maintenance Cost

Reduce Data Maintenance Cost

Reduce Unplanned Downtime or Outages

Finance

Improve Days Payables Outstanding

Increase Cash Forecast Accuracy

Reduce Compliance and Risk Management Cost

Reduce Data Management Cost

Reduce Days Sales Outstanding

Reduce Days to Close Annual Books

Reduce Finance Cost

Reduce Meter Reading to Invoice Cycle Time

Reduce Service and Support Cost

Reduce Uncollectible Accounts Receivable Write-Offs

Manufacturing

Reduce Data Management Cost

Reduce Manufacturing Cycle Time

Reduce Overall Supply Chain Planning Cost

Reduce Total Manufacturing Cost

R&D/Engineering

Reduce Data Management Cost

Reduce Time to Market for New Products

Sales

Improve On-Time Delivery Performance

Reduce Compliance and Risk Management Cost

Reduce Customer Churn

Reduce Data Management Cost

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Reduce Days Sales Outstanding

Reduce Finance Cost

Reduce Sales Cost

Service

Reduce Data Management Cost

Reduce Service and Support Cost

Reduce Unplanned Downtime or Outages

Sourcing & Procurement

Improve Days Payables Outstanding

Improve Procurement FTE Productivity

Improve User Compliance

Reduce Compliance and Risk Management Cost

Reduce Data Management Cost

Supply Chain

Reduce Data Management Cost

Reduce Days in Inventory

Reduce Overall Supply Chain Planning Cost

Reduce Revenue Loss Due to Stockouts

Reduce Total Logistics Cost

Analyzing Process Performance

Understand where you can start to analyze the process performance of your organization.

There are currently two main feature areas that you can use to start analyzing process performance:

Process Flows: Performance indicators implemented as process ow visualizations

Performance Indicators: Standard single performance indicators

The performance indicators currently implemented are available for the following categories:

Feature Category Description

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Feature Category Description

Process Flows Process Progress Progress of documents or items in typical

processes in given timeframe

These performance indicators convey for a

baseline set of documents or items the
progression of business object instances
through typical business processes and
their phases. They provide transparency
into the overall process.

They can help you assess where you face

bottlenecks, lack efficiency, and need to
improve.

Example: Purchase order item creation to

invoice receipt creation

Standard Performance Indicators Throughput Number of documents or items posted in

given timeframe

These performance indicators measure how

many documents, line items, or schedule
lines were created in a given timeframe.

They can help you assess during a go-live

situation whether a new location or business
process is achieving the desired
throughput, for example.

Example: Purchase order items created

Backlog Number of documents or items not fully

processed by the expected date

These performance indicators check for

documents, line items, or schedule lines
that don't yet have a nal processing status
or haven't reached a key process milestone.
They can be identi ed based on planned
processing dates that lie in the past.

They're important performance indicators

to help you identify weaknesses and
potential for improvement. They typically
hint at a systematic issue within a process.

Example: Purchase order items open and

overdue

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Feature Category Description

Exception Number of error messages raised in given

timeframe

These performance indicators collect error

messages from different technical error
logs and associate them with business
context data. They typically indicate the
actual root cause of a problem based on the
speci c error message.

They help you to identify weaknesses and

potential for improvement.

Example: Errors during manufacturing order

actual settlement

Automation Rate Number of documents processed

automatically

These performance indicators indicate what

percentage of documents processed in a
given timeframe were processed
automatically. This lets you determine the
ratio of documents that have been
processed manually instead of
automatically.

They complement the backlog and

exception performance indicators and are
typically of interest at later stages of efforts
to improve process excellence. They're
used to increase process efficiency and
drive process harmonization processes.

Example: Automation rate: Customer

invoice clearing

Changes Changes made to master data or business

document in dialog mode in given
timeframe

These performance indicators indicate how

many changes were made to master data or
a document by a user in dialog mode in a
given timeframe.

They help you assess where there's

potential for improving efficiency and
reducing the complexity of user tasks that
involve manual changes.

Example: Changes in purchase orders

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Feature Category Description

Customizing Con guration Incorrect con guration typically leading to

performance issues

These performance indicators highlight

where con guration checks identify that
settings are con gured incorrectly and are
potentially resulting in performance issues
that prevent smooth and efficient operation.

Example: Con guration check: Suggest

'delivery completed'

Master Data Number of master data or con guration

entries and their usage in given timeframe

These performance indicators indicate what

master data or con guration entries are
being used. They can help you identify
entries that are no longer used and could
potentially be removed or archived from a
system, for example. Or they can help you
identify if there are entries that should be
used that aren't being used, for example.

Example: Order type usage in production

orders (cross-plant)

Related Information
Working with Process Flows
Working with Performance Indicators
Filtering to Identify Root Causes

Working with Process Flows

Understand how to use the process ows feature to get visibility into your organization's performance for typical business
processes and their phases.

Introduction to Process Flows

Process ows allow you to visualize and understand business process performance based on data from your ERP system and
prede ned performance indicators. They show for a baseline set of business object instances (documents or items) in a speci c
time period how many of those instances reached each phase and the average time this progression took. You can use the
insights provided to understand where you face bottlenecks, lack efficiency, and need to improve.

The features offered by process ows allow you to do the following:

Select from a prede ned set of process ows for a speci c end-to-end process, modular process, line of business, or
value driver based on performance indicators in the KPI catalog.

 Tip
Process performance indicators provide key metrics that quantify the performance of business processes. They're
more granular than KPIs (which focus on the overall functioning of a company) and enable you to understand process

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performance as opposed to overall performance in your organization. They indicate performance at an operational
level and are used by process owners or experts to understand where they need to optimize business processes.

In the context of process ows, process performance indicators relate to a baseline set of business object instances
in a speci c time period.

View date information that indicates for what time period the data shown was collected and how recent the data is.

Get an overview of the main phases of a process and an indication of the lines of business and business objects
associated with each phase.

View the progression of business object instances through process phases.

Get metrics based on a baseline set of business object instances in a speci c time period that indicate how many
instances reached different phases (cycle time) and the average time this took (lead time).

Toggle between the number of business object instances and their accumulated total value of documents or items in
EUR in the information shown when this monetary information is available.

Get additional information and metrics that provide more context or highlight any blockers identi ed because of critical
issues arising from exceptions and backlogs.

Access a ltering option for each process ow that allows you to lter the information visualized to a speci c information
subset by selecting lters and lter values based on prede ned characteristics for that speci c process ow.

Related Information
KPI Catalog

Screen Tour: Process Flows

Check out this screen tour as a rst introduction to the feature for process ows.

 Tip
This image is interactive. Hover over each area for a description. To view this interactive image best, hide the table of
contents for this guide to the left  Show/Hide Table of Contents to maximize the content area with the image.

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Please note that image maps are not interactive in PDF output.

This image is interactive. Hover over each area for a description. Click highlighted areas for more information.

Please note that image maps are not interactive in PDF output.

Navigating Through Process Flows

Get an understanding of the process ow features at a glance.

Screen Option or Element Description

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Screen Option or Element Description

1. Entry point In the menu bar, start by selecting End-to-End Processes or Lines
of Business so you can choose the entry point that you're
interested in, such as Lead to Cash or Sales.

You can also re ne the data displayed even further. You do this by
selecting a modular process for a speci c end-to-end process, or a
value driver for a speci c line of business.

2. Process ow selection On the Process Flows tab, use the dropdown list to select the
performance indicator you'd like to view as a process ow.

You can either select a process ow from the list for All Process
Flows or rst select a value driver or modular process, such as
Invoice to Cash, and then choose a process ow from the
submenu.

By default, the list is sorted according to the number of documents

or items in the available data. This means that the most relevant
process ow is the rst list item.

Each process ow visualizes the progression of a baseline set of

business object instances through process phases, allowing you to
identify where efficiency can be improved.

3. Monetary value display Select Show Monetary Value to see the nancial impact of
business object instances in the data shown. Values are shown in
the currency that you select.

 Note
You can only display monetary values for process ows if this
information is available and you're authorized to view it.

4. Date information You can see date information that indicates when the data shown
was last collected and, if there's a speci c date range, what date
range the business object instances span.

If your administrator has deactivated data collection for this

process ow, it's also indicated here.

5. Header information The header area indicates the related lines of business and which
business object is relevant in each of the process phases for the
selected process ow.

Each process phase is represented by a chevron in the header

area.

6. Process ow performance The performance area uses a blue ll level in the columns to help
visualize how many business object instances of the original
baseline set have reached each phase or stage of the process ow.
A process phase can have one or more stages.

Above the columns, you can also see how many business object
instances are in the baseline data set and what timeframe the data
represents.

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Screen Option or Element Description

7. Initial baseline data set In the rst column for the process ow performance, you can see
for the data retrieved during the shown timeframe, how many
business object instances were involved. This represents 100% of
the baseline data set.

If you selected the option to show monetary values, you can see the
accumulated total value of all business object instances involved.

8. Progression and average days taken In subsequent stages, you see the percentage and absolute number
of business object instances that have transitioned to and
completed each stage.

The average days taken speci ed indicate how long it took for
these business object instances on average to reach the shown
stage. This is a rounded value that tells you how many days it took
on average for the business objects that progressed from the
baseline dataset to reach and complete each stage they
transitioned through.

 Tip
If you see that a column here is empty or has a low ll level
although a subsequent column is lled, this is an indication that
the logical sequence isn't being followed. Your process is
deviating from the best practice sequence and is causing
process inefficiencies. This is something you should investigate
further since it's an indication of a process performance issue.

9. Lead time between phases The lead time shows you how long it took on average for business
object instances to transition between different stages. This is a
rounded value.

If you hover over the lead time, you can also see the minimum and
maximum lead times recorded.

 Tip
A negative lead time between stages indicates that your
process is deviating from the best practice sequence and is
causing process inefficiencies. This is something you should
investigate further since it's an indication of a process
performance issue.

10. Blockers tag Select a blocker tag to show and highlight the warnings or critical
blockers for a process stage. The yellow blocker border and
number shown here indicate that 2 warning blockers were identi ed
for this phase.

11. Blockers and other information By expanding the lower area, you can also display additional
information for each process stage. This area provides information
about typical or frequent blockers along with other context
information. Less signi cant blockers aren't shown.

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Screen Option or Element Description

12. Warning blockers Context information is shown as a yellow warning blocker when the
percentage of business object instances impacted exceeds 5%.

 Tip
Warning blockers are something you should always investigate
further because they're an indication of a process performance
issue.

13. Critical blockers Context information is shown as a red critical blocker when the
percentage of business object instances impacted exceeds 10%.

 Tip
Critical blockers are something you should always investigate
further because they're an indication of a process performance
issue.

14. Filtering to drill down You use the lter feature to drill down into information for business
objects and identify patterns to understand root causes.

You can lter the information visualized to a speci c information

subset by selecting lters and lter values based on prede ned
characteristics for that speci c process ow.

Select Show Monetary Value to see the nancial impact of

business object instances in the data shown. Values are shown in
the currency that you select.

The lters you set are speci c to the selected process ow. For
more information about ltering, see Filtering to Identify Root
Causes.

15. Selecting a box Select any box for stages or blockers and other information to drill
down into a detail list of the business object instances for that
process stage, blocker, or other information box.

16. Detail list table This detail list helps you get further information about where issues
are occurring at document or item level, for example.

If you select a box for a process ow stage, this table lists all the
business object instances that have reached that stage. If you
select a box for a blocker or other information, this table lists all
business object instances affected by that blocker or information.

17. Filters applied If you've set any lters for the process ow in step 14, these lters
are indicated here.

You can also add more lters to narrow down the results in the
detail list.

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Screen Option or Element Description

18. Downloading CSV le You can download the objects in a detail list in CSV format. The
downloaded le can help you plan action to be taken based on
recommendations or analyze data in a spreadsheet application.

 Tip
Download time depends on various factors such as network
performance. For larger volumes of data with 100,000 entries,
for example, the download could require up to a minute to
complete. If you can apply lters to reduce the number of
entries in a detail list, you can reduce the size of the list to be
downloaded and the download time.

 Note
The regional and language settings of your system may affect
how the data in some columns is interpreted when you open the
CSV le locally. For example, some decimal values may be
interpreted as dates, so a quantity of 1.5 is interpreted as May
1st.

Process Flow Questions

Find answers to questions about the process ows feature.

What are process ows?

Process ows allow you to visualize and understand business process performance based on data from your ERP system and
prede ned performance indicators. They show for a baseline set of business object instances (documents or items) in a speci c
time period how many of those instances reached each phase and the average time this progression took. You can use the
insights provided to understand where you face bottlenecks, lack efficiency, and need to improve.

For more information, see Working with Process Flows.

What is a process performance indicator?

Process performance indicators provide key metrics that quantify the performance of business processes. They're more
granular than KPIs (which focus on the overall functioning of a company) and enable you to understand process performance as
opposed to overall performance in your organization. They indicate performance at an operational level and are used by process
owners or experts to understand where they need to optimize business processes.

What performance indicators are implemented for process ows?

Process ows are available for a range of performance indicators. For an overview of the performance indicators for which
process ows are currently implemented, see Available Process Flows in the Reference Guide for Performance Indicators.

Why can't I see all available process ows and performance indicators?

If the result of the data collection indicates that a process ow or performance indicator isn't relevant for you, these process
ows and performance indicators are no longer shown or available for selection. This helps ensure you don't see redundant
information.

 Note
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For performance indicators belonging to the Backlog, Exception, Customizing Con guration, and Master Data categories,
there's some special handling. If the last data collection run completed successfully and the resulting tables were empty,
these performance indicators are still shown if the tables weren't empty at some time in the past. This scenario is an
indication that process improvements have been made so the performance indicators are still shown with 0 in the Amount
column on the Performance Indicators tab to make this improvement transparent.

Performance indicators belonging to the Automation Rate category are also not hidden when data collection has run
successfully and a value of 0 is calculated as the automation rate. When the data collection adds data to the table for these
performance indicators, the solution calculates an automation rate based on this data, which means the automation rate
calculated can be determined and shown as 0%.

Administrators who can access the Administration area of the solution can get an overview of all the performance indicators for
which data has been collected. This includes performance indicators that aren't listed or available to you as a business user
because they're considered redundant.

If data has recently been deleted by an administrator for some reason, the existing data you had seen for process ows and
performance indicators is no longer visible.

What determines which performance indicators I can select from in the dropdown list for process ows?

Which performance indicators you can select from depends on which performance indicators are currently implemented as
process ows for the end-to-end process, modular process, line of business, or value driver that you select as your entry point of
interest.

How often is data collected for process ows?

For performance indicators for process ows, data is currently collected at intervals of 1 week. *

(*This applies only for customers with a package that includes periodic data collection.)

Can I select how often I want data to be collected?

The con guration for data collection and the frequency of collection for each performance indicator is currently prede ned in
the solution. This isn't something you can currently con gure or select.

What timeframe does process ow data relate to?

The timeframe for which process ow data is shown depends on the performance indicator. The exact period for which data is
collected is precon gured for each performance indicator.

To the top right of your process ow visualization, you can see how recently the data was loaded and what date range the
business object instances span. An example of this date information is shown in the following image:

In the Process Flow Performance area of the process ow visualization, you can also see the date range of the oldest and
newest business object instances as shown in the following example:

 Note

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There are some process ows that, because of their nature, show all relevant data up to the date of data collection rather
than data for a speci c reference period only. A date range is therefore not shown for these process ows. Examples of such
process ows include:

Stock level of sellable materials (not batch managed)

Stock level of sellable materials (batch managed)

Materials touched by MRP last week

What data do I see when data loads fail?

If you see a data load error such as the following, which indicates that data collection failed, the data shown in your process ow
is always the data from the last successful data collection run.

Why do I see empty boxes instead of metrics for some stages in process ows?

Some process ow phases can contain stages that represent additional activities related to the previous stage. Metrics aren't
available for these stages because these speci c activities can't be tracked in your system. These stages are denoted by empty
boxes, as shown in the following example:

 Tip
Although you can't see any metrics for the progression of business object instances (documents or items) through this
stage, information about blockers and other context information is available when you show the details under Most Frequent
Blockers and Other Information.

What does a negative lead time between process stages indicate?

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A negative lead time between stages shown under Process Flow Performance indicates that your process is deviating from the
best practice sequence and is causing process inefficiencies. This is something you should investigate further since it's an
indication of a process performance issue.

Why do the accumulated lead times between stages not always add up to the average days taken shown for a given
stage?

The average days taken indicate for each stage is not just the sum of the lead times between the stages. This is because you
calculate the average days taken only for those business object instances that made it to a certain stage, or in case of the lead
times, for those instances that made it from stage A to stage B. Both times can only match for the rst stage. The average days
taken on the boxes for the stages can be longer, for example, when the business object instances that reach a stage had a
higher than average time between stages than other instances that didn't make it to that stage that previously lowered the
average time between stages.

Why do I see a process ow with no lead times and no average days taken?

There are a small number of non-standard process ows, such as Stock level of sellable materials (not batch managed).

This is not a typical process ow and you need to interpret the data visualized in a different way to the visualizations for most
process ows. The rst stage in this process ow represents the baseline set of business object instances created up to the
date of data collection.

The concept of progression doesn't apply in this case. Instead, the stage boxes under Process Flow Performance are used as a
means of providing a visual breakdown of how the business object instances in the baseline set can be categorized. This means
that the sum of the metrics in all subsequent stages equals the metrics of the baseline set in the rst stage.

Since there's no concept of progression in this case, average time metrics aren't applicable and therefore aren't available for
the lead times between stages or the average days taken to reach each stage.

Other examples of non-standard process ows include Stock level of sellable materials (batch managed) and Materials
touched by MRP last week.

What do blocker tags and their different border colors mean?

Blockers are categorized as either warnings or critical blockers.

The blocker tag with the yellow border and number indicates that warning blockers of the amount shown were
identi ed for a phase.

The blocker tag with the red border and number indicates that at least one critical blocker and a total number of
blockers of the amount shown were identi ed for a phase.

What do the different box colors used for the most frequent blockers and other information represent?

These boxes provide additional context information to help you understand where your most critical issues might be. Boxes are
assigned one of the following three colors depending on the percentage of business object instances (documents or items)
impacted:

Color Meaning

Red A red box denotes a critical blocker, which is when the percentage of business object instances impacted by
the status shown in that box exceeds 10%. This is something you should investigate further because it's
possibly a signi cant bottleneck in your process.

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Color Meaning

Yellow A yellow box denotes a warning blocker, which is when the percentage of business object instances impacted
by the status shown in that box exceeds 5%. This is also something you should investigate further because
it's possibly a moderate cause of process inefficiencies.

White A white box typically indicates that the number of business objects instances impacted by the status shown
is 5% or less and there’s no obvious cause for concern.
However, a white box can also provide you with further information that's not positive or negative. These
boxes remain white, regardless of the percentage of business objects affected.

 Example
The process performance indicator Production order creation to technical completion and its rst
process stage Production orders created have an information box called Production orders created for
sales order. This box is always white and provides you with useful information about how many of your
production orders have a sales order assigned to them.

If the information box indicates that 10% of production orders have a sales order assigned to them, it
means these 10% are make-to-order, while the remaining 90% of production orders are make-to-stock.

Why can't I see monetary values for process ow stages?

 Note
You can only see monetary values for process ow stages if this information is available and you're authorized to view it.

To display monetary values, activate the Show value in EUR toggle displayed beside the process ow name.

How are currencies converted?

Currencies are converted based on the conversion rates from the SAP Market Rates Management, Internal Plan. Monetary
values for documents and items are converted from their original currency into the target currency you select. Conversion is
based on the latest available conversion rate and is independent of the posting date of a document. SAP Signavio Process
Insights requests the latest conversion rates from SAP Market Rates Management, Internal Plan on a daily basis.

For more information, see What is Market Rates Management in the SAP Market Rates Management, Internal Plan
documentation.

When the monetary values of documents are converted, is this based on the rate on the posting date?

No, monetary values aren't converted based on the rate on posting dates. These values are converted from their original
currency into the target currency you select based on the latest available daily currency conversion rate, independently of the
posting date of a document.

How many entries can I download with the CSV le download?

The CSV download isn't restricted to any number of entries per le. However, the larger the le, the longer the download time.

 Tip
When you download a detail list, keep in mind that spreadsheet applications that you use to analyze CSV data generally
support a maximum of 1 million rows.

I try to download a CSV le but get an error about a large number of lters. What can I do?

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When you download a CSV le, you're typically downloading a large volume of data for further analysis. If you've already started
your root cause analysis and applied a large number of lters and lter values to the detail list, the following error can occur
when you try to download the CSV le:

Sorry, this list can't be downloaded because of the large number of lters applied. Please reduce the number of lters or lter
values and try again.

The number of parameters that can be sent to request the data download is currently limited. Simply reducing the number of
lters and lter values that you select to around 100 lter values typically resolves this issue.

 Note
Keep in mind that you can always download all data without lters or with a smaller selection of lters and then remove,
lter, or analyze data further offline in your spreadsheet application.

Why can't I see any descriptions for lter values?

You can only see the English descriptions for lter values such as company code if you've maintained these descriptions in your
managed system.

 Note
If you change or add any descriptions in your managed system, it can take up to 30 days until these changes are re ected in
SAP Signavio Process Insights.

Working with Performance Indicators

Understand how to start working with the performance indicators provided to get visibility into your organization's
performance.

Introduction to Process Performance Indicators

Process performance indicators provide key metrics that quantify the performance of business processes. They're more
granular than KPIs (which focus on the overall functioning of a company) and enable you to understand process performance as
opposed to overall performance in your organization. They indicate performance at an operational level and are used by process
owners or experts to understand where they need to optimize business processes.

An overview of process performance indicators allows you to understand your process performance based on data from your
ERP system. They help you to identify performance inefficiencies based on various types of process performance indicators. You
can drill down into metrics impacting your goals and make data-driven decisions on areas to be prioritized for improvement.

The features available for performance indicators allow you to do the following:

Display an overview of process performance indicators from a prede ned list for a speci c end-to-end process, modular
process, line of business, or value driver based on performance indicators in the KPI catalog.

View information by performance indicator category in a table and get information about the number of business object
instances or entities for which an indicator is relevant and what type of business object it involves.

Select a speci c performance indicator to drill down into further details, which include a link to the KPI catalog and a
detail list of the business object instances impacted so you can identify where problems lie.

Access a ltering option that allows you to drill down into the details for a speci c performance indicator. You do this by
selecting lters and lter values based on prede ned characteristics for that performance indicator. This helps you

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identify problem situations and prioritize what you need to focus on to improve.

Display any available correction recommendations for a speci c process performance indicator and select a speci c
recommendation to see what steps your organization can take in your ERP system to resolve issues identi ed.

Display the available innovation recommendations for a speci c process performance indicator and select a speci c
recommendation to get more detailed information about it from other information sources outside the solution.

Related Information
KPI Catalog

Screen Tour: Performance Indicators

Check out this screen tour as a rst introduction to the feature for standard performance indicators.

 Tip
This image is interactive. Hover over each area for a description. To view this interactive image best, hide the table of
contents for this guide to the left  Show/Hide Table of Contents to maximize the content area with the image.

Please note that image maps are not interactive in PDF output.

This image is interactive. Hover over each area for a description.

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Please note that image maps are not interactive in PDF output.

Navigating Through Performance Indicators

Get an understanding of the performance indicator features at a glance.

Screen Option or Element Description

1. Entry point In the menu bar, start by selecting End-to-End Processes or Lines
of Business so you can choose the entry point that you're
interested in, such as Lead to Cash or Sales.

You can also re ne the data displayed even further. You do this by
selecting a modular process for a speci c end-to-end process, or a
value driver for a speci c line of business.

2. Navigate to performance indicators Switch to the Performance Indicators tab to explore the process
performance indicators available for your selected end-to-end
process, modular process, line of business, or value driver.

3. Performance indicators available Examine the performance indicators for your selection.

4. Overview table All performance indicators for which data is available from your
ERP system for your selected entry point are listed here in
alphabetical order. You can switch to the different tabs to view
performance indicators from particular categories.

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Screen Option or Element Description

5. Performance indicator metric The metric in the Amount column is the metric of what the
performance indicator measures.

 Tip
In the table, you can examine the performance indicators for
your selected entry point. High values typically suggest that
there are process issues in your system that need to be
improved. High automation rates, however, indicate good
performance, for example.

For Backlog, Customizing Con guration, Exception, and

Master Data performance indicators, 0 means that data has
been collected successfully but the most recent data collection
didn't contain records that were impacted by what the
performance indicator measures. This value is typically an
indicator of good performance.

For Automation Rate, Changes, and Throughput performance

indicators, 0 means data has been collected successfully but
the result of the metric calculated for the performance indicator
based on this data is 0.

6. Performance indicator unit The entry in the Unit column varies depending on what a
performance indicator measures. The units can be documents,
items, changes, entries, exceptions, schedule line items, and
percent, for example.

7. Selecting an entry Table entries with high metrics are typically those entries that you
need to prioritize for root cause analysis. You can select an entry in
the table to drill down into more details and start your root cause
analysis. High metrics suggest a aw in the process that needs to
be investigated further.

8. Identifying automation potential Some throughput performance indicators also include information
about whether documents or items were created manually. This
allows the automation rate to be calculated and additional
information about the automation rate to be shown. This helps you
identify where automation might need to be improved.

9. Performance indicator details When you drill down into the details of a performance indicator, you
see the details from the overview table.

Further information may be available depending on the

performance indicator.

You can also navigate to more information about a performance

indicator by going to the KPI catalog accessible to S-users, P-users,
or users with an SAP Universal ID on SAP Support Portal. The
information you can access in the KPI catalog depends on the
authorizations associated with your user.

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Screen Option or Element Description

10. Monetary values and benchmarking Monetary value information:

The accumulated total value of documents or items is displayed

only when this information is available for a performance indicator.

Benchmarking information:

If benchmarking information is available for a performance

indicator, this is also displayed here. The benchmark performance
visualization splits the data into 4 quartiles and indicates your
performance through a quartile color indicator and a percentile dot
on a scale of 0 to 100 representing percentiles. The quartiles and 4
available colors indicate whether your performance is signi cantly
below, below, above, or signi cantly above the benchmark:

For more information about the benchmarking feature, see the

related questions under Performance Indicator Questions in the
Frequently Asked Questions for Business Users.

11. Detail list table The detail list table shows all objects impacted by what the
performance indicator measures. The columns displayed in this
detail list are prede ned and vary depending on the performance
indicator.

 Note
Information about monetary values and currency is only shown if
your user is authorized to access this information.

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Screen Option or Element Description

12. Examining and ltering to drill down You can maximize the area in which the table is shown. This hides
the side panel to let you better focus on the detail list information.

You can use the lter feature to drill down into information for
business objects and identify patterns to understand root causes.
For more information about ltering, see Filtering to Identify Root
Causes.

You can lter the information to a speci c information subset by

selecting lters and lter values based on prede ned
characteristics for that speci c performance indicator.

Select Show Monetary Value to see the nancial impact of

business object instances in the data shown. Values are shown in
the currency that you select.

The lters you set are speci c to the selected performance

indicator.

13. Downloading CSV le You can download the objects in a detail list in CSV format. The
downloaded le can help you plan action to be taken based on
recommendations or analyze data in a spreadsheet application.

 Tip
Download time depends on various factors such as network
performance. For larger volumes of data with 100,000 entries,
for example, the download could require up to a minute to
complete. If you can apply lters to reduce the number of
entries in a detail list, you can reduce the size of the list to be
downloaded and the download time.

 Note
The regional and language settings of your system may affect
how the data in some columns is interpreted when you open the
CSV le locally. For example, some decimal values may be
interpreted as dates, so a quantity of 1.5 is interpreted as May
1st.

14. Viewing correction or innovation recommendations You can switch to the Correction Recommendations or
Innovations Recommendations tabs to view recommendations for
this process performance indicator.

For more information about correction recommendations, see

Working with Correction Recommendations.

For more information about innovation recommendations, see

Working with Innovation Recommendations.

 Note
The difference between the recommendations shown here and
those on the main Correction Recommendations or Innovation
Recommendations tabs is that the recommendations here are
speci c to the performance indicator that you've selected.

Performance Indicator Questions

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Find answers to questions about the performance indicators feature.

What is a process performance indicator?

Process performance indicators provide key metrics that quantify the performance of business processes. They're more
granular than KPIs (which focus on the overall functioning of a company) and enable you to understand process performance as
opposed to overall performance in your organization. They indicate performance at an operational level and are used by process
owners or experts to understand where they need to optimize business processes.

What process performance indicators are implemented as standard performance indicators?

For an overview of the performance indicators currently implemented as standard performance indicators, see Standard
Performance Indicators in the Reference Guide for Performance Indicators.

Why can't I see all available process ows and performance indicators?

If the result of the data collection indicates that a process ow or performance indicator isn't relevant for you, these process
ows and performance indicators are no longer shown or available for selection. This helps ensure you don't see redundant
information.

 Note
For performance indicators belonging to the Backlog, Exception, Customizing Con guration, and Master Data categories,
there's some special handling. If the last data collection run completed successfully and the resulting tables were empty,
these performance indicators are still shown if the tables weren't empty at some time in the past. This scenario is an
indication that process improvements have been made so the performance indicators are still shown with 0 in the Amount
column on the Performance Indicators tab to make this improvement transparent.

Performance indicators belonging to the Automation Rate category are also not hidden when data collection has run
successfully and a value of 0 is calculated as the automation rate. When the data collection adds data to the table for these
performance indicators, the solution calculates an automation rate based on this data, which means the automation rate
calculated can be determined and shown as 0%.

Administrators who can access the Administration area of the solution can get an overview of all the performance indicators for
which data has been collected. This includes performance indicators that aren't listed or available to you as a business user
because they're considered redundant.

If data has recently been deleted by an administrator for some reason, the existing data you had seen for process ows and
performance indicators is no longer visible.

How often is data collected for standard performance indicators?

For standard performance indicators, data is currently collected at intervals of 1 day, 3 days, 1 week, or 30 days. *

* This applies only to the SAP Signavio Process Insights, base package.

To what timeframe or data do the metrics shown for standard performance indicators relate?

The metrics shown for standard performance indicators are for the data in the latest data set collected.

How are currencies converted?

Currencies are converted based on the conversion rates from the SAP Market Rates Management, Internal Plan. Monetary
values for documents and items are converted from their original currency into the target currency you select. Conversion is

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based on the latest available conversion rate and is independent of the posting date of a document. SAP Signavio Process
Insights requests the latest conversion rates from SAP Market Rates Management, Internal Plan on a daily basis.

For more information, see What is Market Rates Management in the SAP Market Rates Management, Internal Plan
documentation.

Can I select how often I want data to be collected?

The con guration for data collection and the frequency of collection for each performance indicator is currently prede ned in
the solution. This isn't something you can currently con gure or select.

When the monetary values of documents are converted, is this based on the rate on the posting date?

No, monetary values aren't converted based on the rate on posting dates. These values are converted from their original
currency into the target currency you select based on the latest available daily currency conversion rate, independently of the
posting date of a document.

Which performance indicators also provide an additional automation rate metric?

For information about which throughput performance indicators can also provide an automation rate metric, see Standard
Performance Indicators in the Reference Guide for Performance Indicators.

For what performance indicators is benchmarking performance available?

Benchmarking performance can currently be calculated for the following standard performance indicators that provide
automation rate information:

Performance Indicator ID Name

KFFI000106 Financial documents created

KFFI001040 Automation rate: Customer invoice clearing

KFFI000940 Automation rate: Supplier invoice clearing

KPLE000121 Outbound deliveries created

KPPP000107 Production orders created

KPPP000207 Process orders created

KPPURCH201 Purchase order items created

KPPURCH301 Purchase requisition items created

KPSD000133 Sales documents created

KPSD000218 Sales billing documents created

KWPM000115 Plant maintenance noti cations created

KWPM000203 Plant maintenance orders created

Does applying lters to a performance indicator impact benchmark information?

No, applying lters doesn't impact the benchmark information shown. Benchmark data is available at performance indicator
level only.

Why do I not see any benchmark information for the supported performance indicators?

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If benchmark information isn't shown for one of the supported performance indicators, this could be for one of the following
reasons:

Your administrator hasn't yet selected your industry in the administration area. Specifying an industry is required to be
able to calculate your benchmark performance.

Your industry has been speci ed, but your performance is at the same level as the performance for all other companies
in your industry, which means that benchmarking performance in comparison to others in your industry can't be
visualized meaningfully on a scale.

Why do I see cross-industry benchmark data although my industry is speci ed?

If there isn't yet sufficient benchmarking data available for your industry, cross-industry benchmark data is shown instead. The
information provided behind the info icon beside Industry Benchmark in the side panel indicates if the benchmark performance
shown is for your speci c industry or is cross-industry information.

What is benchmarking data based on?

The benchmarking data is currently based on existing external data available for performance indicators collected for the
Process Discovery offering. This benchmark data has been collected for numerous performance indicators in recent years (3+
years).

For more information about the Process Discovery offering, see https://www.s4hana.com .

For more information about how benchmarking data is handled, see How will data be collected and processed for
benchmarking?

How will data be collected and processed for benchmarking?

Customer process data that's extracted to extend the basis for benchmarking information will be aggregated to create
benchmarks using the following approach:

Only data that speci cally supports benchmarking will be extracted.

All data that's extracted will be deleted once benchmarks have been created.

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All benchmarks created will be aggregated so that speci c companies (or attributes about these companies) can't be
identi ed.

The data used to calculate benchmarks and the benchmarks created will be stored in SAP data centers.

Process data from customers who have agreed to the SAP Product Development Schedule can be used for benchmarks
calculated for other products in addition to SAP Signavio Process Insights.

How many entries can I download with the CSV le download?

The CSV download isn't restricted to any number of entries per le. However, the larger the le, the longer the download time.

 Tip
When you download a detail list, keep in mind that spreadsheet applications that you use to analyze CSV data generally
support a maximum of 1 million rows.

Why can't I see any descriptions for lter values?

You can only see the English descriptions for lter values such as company code, if you've maintained these descriptions in your
managed system.

 Note
If you change or add any descriptions in your managed system, it can take up to 30 days until these changes are re ected in
SAP Signavio Process Insights.

Why is the number of objects for a performance indicator different from the number of objects for a correction
recommendation?

The number of objects in the detail list for a performance indicator represents all the business object instances in the data
collected for a performance indicator. However, the number of objects in the detail list for a correction recommendation is often
lower than the number of objects in the detail list for a performance indicator.

This is because a correction recommendation can focus on a subset of all the data collected for a performance indicator. The
focus of each correction recommendation is described in the nding. This helps you identify the objects where action is most
relevant for a speci c recommendation.

A performance indicator can have more than one correction recommendation and each recommendation addresses a subset of
objects. For an overview of all correction recommendations related to a speci c performance indicator, go to the performance
indicator detail list and choose the Correction Recommendations tab.

 Example
Let's say you're looking at the Failed goods movements during PM/CS order con rmation performance indicator.

In the detail list for the performance indicator, you can see that 90 exceptions were found in total.

When you navigate to the Correction Recommendation tab, you can see that the Delete old and obsolete records
recommendation addresses 30 of these exceptions and the Check posting date and system settings correction
recommendation focuses on 25 exceptions.

Filtering to Identify Root Causes

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Get some general information about how to start identifying root causes of issues identi ed.

Filtering Basics
You can use the ltering option for process ows and standard performance indicators to do a root cause analysis. You do this
by selecting one or more of the available lters for your process ow or standard performance indicator. These lters are
speci c to that performance indicator that you're working with, aren't saved when you log off, and are valid for your user only.

Applying lters helps you to identify if a potential issue is generic or speci c to an organizational unit (such as company code,
plant, sales/purchasing organization), process variant (document type or item category), or even to a customer, vendor, or
material, for example. By selecting different lters, you can potentially identify patterns of organizational units, process
variants, and other entities.

Filtering Logic
When you add lters, the lters are always applied from left to right. This means that if you add a lter for selection and then
select values for that lter, the available lter values for subsequent lters that you add for selection are dynamically adjusted
depending on the lter values you've already selected.

Let's say you add a lter for company code (BURKS), and then select lter values for company codes Germany (001) and France
(002). Your data is ltered using an OR operator, which means only data records with company code Germany (001) or France
(002) are returned. The ltering logic is: (BURKS = 001 OR 002).

Let's say you then add a second lter for document type (BSART), and select lter values for document types A and B. The
resulting data records from the rst lter you set for company code are now ltered further using an AND operator to only
return those records that also have document type A or B. The ltering logic is now: ( (BURKS = 001 OR 002) AND (BSART = A
OR B) ).

You can only see the English descriptions for lter values such as company code if you've maintained these descriptions in your
managed system.

 Note
If you change or add any descriptions in your managed system, it can take up to 30 days until these changes are re ected in
SAP Signavio Process Insights.

Recommended Approach
A recommended approach is to identify organizational units to be analyzed or compare results across organizational units,
process variants, or other entities (on a more granular level, such as customers, vendors, or materials). This helps you identify
potential areas for improvement and go deeper into your root cause analysis.

Once you've identi ed a pattern, you can analyze the root cause for this pattern further.

The list of available lters that you can apply can be extensive depending on the performance indicator. It's also possible that
there isn't one systematic problem causing a backlog, but that there are multiple patterns that you need to identify by
combining different lters.

Related Information
Filtering Options
Example: Applying Filters

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Filtering Options
Get an overview of available ltering options.

Once you've selected one or more lters from the Filters list, you can start selecting lter values. The following options are
available for working with lters and lter values.

Option Description

 Remove Filter Removes the lter from Active Filters.

 Move Left Moves a lter to the left or right. This changes the order in which
the lters are applied.
 Move Right For more information, see the section on ltering logic in Filtering to
Identify Root Causes.

 Open Advanced Filtering Options Opens advanced ltering options for the ID column. These options
allow you to select speci c values or value ranges to be included in
or excluded from the list of lter values.

The options available depend on the data type of the lter: number,
string, or date.

When applying advanced lters, keep the following in mind:

You can specify only one condition to select speci c values

or value ranges.

You can't use the available options to select empty values.

You can't use wildcards to select values in lters of type

string.

The search term you enter to select values in lters of type

string is case insensitive.

You can select value ranges for lters containing numbers

and dates. However, the data type of some lters
containing numbers in the ID column may be string, so
selecting a value range is not possible.

Example: Applying Filters

Follow a simple example to understand how ltering works.

This example of how ltering works is based on a standard performance indicator. However, the logic behind how ltering works
is the same for standard performance indicators and performance indicators for process ows.

On the Performance Indicators tab, you notice that your organization has a high metric for the Outbound deliveries overdue for
goods issue posting performance indicator. So, you select it to drill down into the detail list and from there, you choose Filter to
apply lters to analyze further where the problem is.

1. You want to examine the details for a certain sales organization and delivery type. You also want to focus on the loading dates
most impacted by the performance indicator. So, you select these three lters from the available list of lters on the left.

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 Note
When you add lters, the lters are always applied from left to right. This means that if you add a lter for selection and then
select values for that lter, the available lter values for subsequent lters you add are dynamically adjusted depending on
the lter values you've already selected so far.

You’ve now added the lters that you want to select values for, but you still need to select these values.

2. Under Sales Org., you select the value for the sales organization that you’re interested in.

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You can see how the overall number of documents returned reduces (from 133 to 47) based on your selection. Setting this value
means that only records for sales organization 0001 are returned.

 Note
The available values for the subsequent lters that you added for selection are dynamically adjusted based on the values you
selected for the sales organization. You’re now working with a subset of the original documents, which is why the available
lter values for Delivery Type and Loading Date are adjusted and now reduce to re ect this subset.

3. Under Delivery Type, you select the value for the delivery type that you’re interested in.

The resulting data records from the rst lter you set for sales organization are now ltered further using an AND operator to
return only those records that also have delivery type LF. The number of records reduces from 47 to 42. And as before, the
available lter values for Loading Date to the right are adjusted to re ect the subset of documents returned.

4. Finally, under Loading Date, you select the values you’re interested in (2019-05-29 OR 2019-02-14) and the data records
reduce to 15.

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 Note
An OR operator is applied when you select multiple lters for a speci c lter. So, all records that are returned from the
subset for the selected sales organization and delivery type that have either of the selected loading dates are now returned.

You’ve now ltered for the subset of records that corresponds to the following lters:

 Example
(sales organization 0001) AND (delivery type LF) AND (loading date 2019-05-29 OR 2019-02-14)

You choose OK to return to the detail list for your performance indicator to examine the results further for the three lters for
which you’ve applied values. The number of lters that you activated is now indicated in the blue Filters button.

 Note
If you add a lter but don't select values for that lter, the lter isn't activated.

Improving Process Performance

Understand how you can start to improve the process performance of your organization.

There are currently two main feature areas that you can use to initiate immediate improvement or plan long-term strategic
improvement:

Correction Recommendations: Recommendations that outline steps your organization can take in your ERP system to
resolve issues identi ed based on data collected from your system

Innovation Recommendations: Recommendations to help your organization plan long-term strategic improvement by
using other SAP solutions and applications

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Related Information
Working with Correction Recommendations
Working with Innovation Recommendations

Working with Correction Recommendations

Understand how correction recommendations can highlight issues identi ed in data from your ERP system and provide
recommended action you can take to improve performance and efficiency.

Correction recommendations provide information about speci c steps your organization can take to resolve business process
issues. The recommendations are derived automatically from the data ingested from your ERP system based on process
performance indicators.

The features offered by these recommendations allow you to:

Display a list of correction recommendations that your organization can act on in your ERP system to resolve process
performance issues identi ed in your business processes.

Select a speci c correction recommendation to get more information. The information includes a detail list of the
business object instances for which the recommendation is relevant and access to a more detailed description of the
recommended action that can be immediately taken in your ERP system to improve business process efficiency.

Screen Tour: Correction Recommendations

Check out this screen tour as a rst introduction to the feature for correction recommendations.

 Tip
This image is interactive. Hover over each area for a description. To view this interactive image best, hide the table of
contents for this guide to the left  Show/Hide Table of Contents to maximize the content area with the image.

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Please note that image maps are not interactive in PDF output.

This image is interactive. Hover over each area for a description. Click highlighted areas for more information.

Please note that image maps are not interactive in PDF output.

Navigating Through Correction Recommendations

Get an understanding of the correction recommendations features at a glance.

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Screen Option or Element Description

1. Entry point In the menu bar, start by selecting End-to-End Processes or Lines
of Business so you can choose the entry point that you're
interested in, such as Lead to Cash or Sales.

2. Navigate to correction recommendations Switch to the Correction Recommendations tab to explore the
correction recommendations available for your selected entry
point.

3. Correction recommendations available Examine the correction recommendations relevant for the end-to-
end process, modular process, line of business, or value driver that
you selected.

4. Finding identi ed The nding for a recommendation is based on the data extracted
from your ERP system and outlines what makes this
recommendation relevant for you.

5. Recommendation based on nding A concise indication of the recommendation to be followed to

address the negative nding is also provided. You select a
recommendation in the list to get more details for that speci c
recommendation.

6. Objects impacted by nding The number of objects affected indicates how many business
object instances in your ERP system were impacted by the
negative nding.

7. Implementation impact The impact indicates how much implementing this

recommendation can impact process performance.

Entries shown are classi ed either as medium or high. High impact

means that the positive impact of implementing the correction
extends beyond the individual occurrences of the issue identi ed.

These classi cations are based on quali ed observations from

years of customer projects.

8. Implementation effort The effort indicates how much effort is required to implement this
recommendation and improve process performance.

Entries shown are classi ed as low, medium, or high.

Low effort typically indicates that one person is required to

make a decision and there's minimal implementation effort.

Medium effort indicates that multiple persons are required

to make a decision or there's signi cant implementation
effort.

High effort indicates that multiple persons are required to

make a decision and there's also signi cant
implementation effort.

These classi cations are based on quali ed observations from

years of customer projects.

9. Value driver impacted The value driver indicates what goal to improve the performance of
your organization is supported by implementing the correction
recommendation.

10. Recommendation details summary When you select a recommendation from the overview table, a
summary of the main details for the recommendation from the
overview table are provided in the header along with information
about the potential root cause of the nding.

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Screen Option or Element Description

11. Related performance indicator Implementing the correction recommendation supports the
improvement of this performance indicator. You choose the link
below Affected Performance Indicator to go to the detail list for
the performance indicator.

12. Showing the recommended action You choose Show Recommended Action to display detailed
information about what steps need to be followed in your ERP
system to address the negative nding identi ed.

13. Detail list table The detail list table shows all the business object instances
impacted by the nding to be addressed.

 Note
Information about monetary values and currency is only shown if
your user is authorized to access this information.

14. Downloading CSV le You can download the objects in a detail list in CSV format. The
downloaded le can help you plan action to be taken based on
recommendations or analyze data in a spreadsheet application.

 Tip
Download time depends on various factors such as network
performance. For larger volumes of data with 100,000 entries,
for example, the download could require up to a minute to
complete. If you can apply lters to reduce the number of
entries in a detail list, you can reduce the size of the list to be
downloaded and the download time.

 Note
The regional and language settings of your system may affect
how the data in some columns is interpreted when you open the
CSV le locally. For example, some decimal values may be
interpreted as dates, so a quantity of 1.5 is interpreted as May
1st.

 Tip
If you want to view correction recommendations for a speci c performance indicator, you can access any recommendations
available when you open the details for a performance indicator from the Performance Indicators tab. Simply open the
Correction Recommendations tab in the details shown. For more information, see Navigating Through Performance
Indicators.

Correction Recommendation Questions

Find answers to questions about correction recommendations in the solution.

For which process performance indicators are correction recommendations implemented?

For an overview of the performance indicators for which correction recommendations are currently implemented, see Standard
Performance Indicators in the Reference Guide for Performance Indicators. Simply search for the entries with Yes in the
Correction Recommendations column.

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How often is data collected for the performance indicators for correction recommendations?

Depending on the performance indicator, data is currently collected at intervals of 1 day, 1 week, or 30 days. *

(*This applies only for customers with a package that includes periodic data collection.)

How many entries can I download with the CSV le download?

The CSV download isn't restricted to any number of entries per le. However, the larger the le, the longer the download time.

 Tip
When you download a detail list, keep in mind that spreadsheet applications that you use to analyze CSV data generally
support a maximum of 1 million rows.

Why is the number of objects for a correction recommendation different from the number of objects for a
performance indicator?

The number of objects in the detail list for a performance indicator represents all the business object instances in the data
collected for a performance indicator. However, the number of objects in the detail list for a correction recommendation is often
lower than the number of objects in the detail list for a performance indicator.

This is because a correction recommendation can focus on a subset of all the data collected for a performance indicator. The
focus of each correction recommendation is described in the nding. This helps you identify the objects where action is most
relevant for a speci c recommendation.

A performance indicator can have more than one correction recommendation and each recommendation addresses a subset of
objects. For an overview of all correction recommendations related to a speci c performance indicator, go to the performance
indicator detail list and choose the Correction Recommendations tab.

 Example
Let's say you're looking at the Delete old and obsolete records correction recommendation.

In the Finding, you can see that 30 error records were found where the automatic goods movement postings that are older
than 1 year.

In the detail list for the related performance indicator Failed goods movements during PM/CS order con rmation, you can
see that 90 exceptions were found in total. If you implement the Delete old and obsolete records correction
recommendation, you 're focusing on 30 of these exceptions.

On the Correction Recommendations tab for the Failed goods movements during PM/CS order con rmation performance
indicator, you can see that the Check posting date and system settings correction recommendation addresses another 25
of these exceptions.

Working with Innovation Recommendations

Understand how you can explore innovation recommendations to help your organization plan long-term improvement.

Innovation recommendations help your organization plan long-term strategic improvement using SAP solutions and
applications that can get you started with your ERP transformation process. They can help you to both plan your move from
SAP ECC to SAP S/4HANA and improve your business processes in general.

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The relevance rating of a recommendation is based on the usage of transactions or reports within your SAP ERP 6.0 or SAP
S/4HANA system. Relevance ratings are currently available for the recommendation categories SAP S/4HANA Capabilities,
User Experience and Other SAP Solutions. This information allows you to see which innovation recommendations are most
relevant for your organization and helps you prioritize your transformation investments. Rating information is updated every 28
days and is based on any usage data collected during the previous 2 calendar months, assuming this data is available.

 Note
The Relevance column is only visible if usage data is being collected in your ERP system and this data collection hasn't been
disabled manually.

Industry-speci c recommendations are only shown when your administrator has speci ed the industry for your organization in
the Administration area. If an industry isn't speci ed, only cross-industry recommendations are listed. For more information, see
Application Con guration.

The features offered by these recommendations allow you to:

Display a list of innovation recommendations from various categories of recommendations. You can also see what end-
to-end processes or lines of business a recommendation is related to and lter recommendations by end-to-end
processes or lines of business.

Understand how popular an innovation is with your peers.

Understand how relevant a recommendation is for your organization.

Select a speci c innovation recommendation to display more information from other information sources outside the
solution.

Screen Tour: Innovation Recommendations

Check out this screen tour as a rst introduction to the feature for innovation recommendations.

This image is interactive. Hover over each area for a description. Click highlighted areas for more information.

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Please note that image maps are not interactive in PDF output.

Navigating Through Innovation Recommendations

Get an understanding of the innovation recommendations features at a glance.

Screen Option or Element Description

1. Entry point In the menu bar, start by selecting End-to-End Processes or Lines
of Business so you can choose the entry point that you're
interested in, such as Lead to Cash or Sales.

2. Navigate to innovation recommendations Switch to the Innovations Recommendations tab to explore

innovation recommendations available for your selected entry
point.

3. Innovation recommendation categories Various categories of innovation recommendations are available.

Which categories are shown depends on the end-to-end process,
modular process, line of business, or value driver that you've
selected.

Categories include SAP S/4HANA Capabilities, SAP Process

Automation, Intelligent Technologies, User Experience, and
Other SAP Solutions.

4. Recommendation groupings A list of recommendations is available for each category.

Recommendations are grouped into different types.

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Screen Option or Element Description

5. Relevance The relevance rating of a recommendation is based on the usage of

transactions or reports within your SAP ERP 6.0 or SAP S/4HANA
system. Relevance ratings are currently available for the
recommendation categories SAP S/4HANA Capabilities, User
Experience and Other SAP Solutions. This information allows you
to see which innovation recommendations are most relevant for
your organization and helps you prioritize your transformation
investments. Rating information is updated every 28 days and is
based on any usage data collected during the previous 2 calendar
months, assuming this data is available.

 Note
The Relevance column is only visible if usage data is being
collected in your ERP system and this data collection hasn't
been disabled manually.

6. Industry popularity For industry-speci c recommendations and cross-industry

recommendations in the SAP S/4HANA Capabilities, Other SAP
Solutions, and User Experience category, you can see the industry
popularity of recommendations.

Industry-speci c recommendations are only shown when your

administrator has speci ed the industry for your organization in the
Administration area. If an industry isn't speci ed, only cross-
industry recommendations are listed. For more information, see
Application Con guration.

The industry popularity helps you to understand the degree of

adoption of a recommendation based on how many industry peers
are using it.

For more information about industry-speci c recommendations and

the industry popularity, see Innovation Recommendation Questions.

7. Relevant end-to-end processes or lines of business For each recommendation listed, depending on your original entry
point (end-to-end process, or line of business), you can also see for
which end-to-end processes or lines of business it's relevant.

8. Filtering Depending on whether your entry point was an end-to-end process

or a line of business, you can also lter the recommendations
shown to speci c end-to-end processes or lines of business that
you're interested in.

9. Innovation recommendation details You can select a recommendation from the list to display more
information from other information sources outside the solution.

 Tip
If you want to explore innovation recommendations for a speci c performance indicator, you can access an overview of these
recommendations when you open the details for a performance indicator from the Performance Indicators tab. For more
information, see Navigating Through Performance Indicators.

Innovation Recommendations: Next Steps

Understand what next steps you can take to implement the innovation recommendations provided.

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The following table provides further information about values maps or further services or offerings that help you take the next
steps.

Innovation Type Innovation Category SAP Enterprise Support Additional Offering

SAP S/4HANA SAP S/4HANA Capabilities SAP Enterprise Value Map for Discovery workshop for SAP
SAP S/4HANA S/4HANA

 Tip
Contact your SAP
representative to learn more.

Innovation Services and

Solutions

Intelligent Technologies Machine Learning SAP Enterprise Value Map for Explore services for intelligent
SAP Business Technology enterprise
(Intelligent Technologies and
Platform
Use Cases) Innovation Services and
Solutions

SAP Intelligent Robotic SAP Enterprise Value Map for Explore services for intelligent
Process Automation SAP Business Technology enterprise
Platform
Innovation Services and
Solutions

User Experience SAP Fiori SAP Enterprise Value Map for Innovation Services and
SAP Business Technology Solutions
Platform

Other SAP Solutions SAP Sales Cloud SAP Enterprise Value Map for Innovation Services and
SAP Customer Experience Solutions
SAP Service Cloud
Solutions
SAP Commerce Cloud

Innovation Recommendation Questions

Find answers to questions about innovation recommendations in the solution.

What categories of innovation recommendations are provided?

Innovation recommendations are general recommendations that are broken down into the following categories and types:

Innovation Category Innovation Type All Recommendations Newly Added Recommendations

Available Recommendations Speci c to Performance
Indicators

SAP S/4HANA Capabilities 285 2 No

SAP Process Automations 21 3 Yes

Automation
Work ow Management 75 22 Yes

Intelligent Technologies Machine Learning 33 Yes

SAP Intelligent Robotic 55 Yes

Process Automation

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Innovation Category Innovation Type All Recommendations Newly Added Recommendations

Available Recommendations Speci c to Performance
Indicators

Situation Handling 89 3 Yes

User Experience SAP Fiori Apps 80 Yes

Other SAP Solutions CRM and Customer 2 No

Experience

Finance Optimization 1 1

Industry Cloud 52 6 No
Solutions*

Intelligent Spend 13 Yes

Management

SAP Business Network 3 No

Supply Chain 2 No
Management

*For a list of all supported industries, see the question What are industry-speci c recommendations and where are these
available?

What do each of the categories mean?

Category Description Links

SAP S/4HANA These recommendations can help you to do the following:

Capabilities
Understand why you would bene t from moving from SAP ECC
to SAP S/4HANA.

Ensure continuous improvement if you're already using SAP

S/4HANA capabilities.

Get recommendations on capabilities for all business

processes based on the end-to-end processes or lines of
business that you're interested in.

Get recommendations for your speci c industry.

 Note
Industry-speci c recommendations are currently available
for some industries only. For more information about the
industries currently supported, see the industries indicated
in the table under What categories of innovation
recommendations are provided?.

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Category Description Links

SAP Process These recommendations can help you to do the following: SAP Process Automation
Automation
Understand why you would bene t from using the SAP Process
Automation solution and its combined capabilities for work ow
management and robotic process automation.(Intelligent
Technologies and Use Cases)

Build or adapt processes to save time and reduce costs.

Digitalize work ows and create forms.

Develop and manage decision logic in decision tables.

Automate repetitive tasks within existing process ows using

robotic process automation.

Create intelligent actions and recommendations using machine

learning capabilities.

Intelligent This category includes various intelligent technologies and use cases Machine Learning
Technologies for SAP S/4HANA Cloud(Intelligent Technologies and Use. These can
involve machine learning, AI, or other intelligent capabilities that can SAP Intelligent Robotic Process
(Intelligent be used to make SAP S/4HANA Cloud a true intelligent ERP system. Automation
Technologies The category includes the group of intelligent technologies that run on
Situation Handling
and Use SAP BTP (including SAP Intelligent Robotic Process Automation), SAP
Cases) AI Business Services, and other concepts like situation handling.

These recommendations can help you to do the following:

Save time and reduce costs by automating processes.

Understand where you can use robotic process automation

that executes steps in place of manual execution by users.

Explore machine learning opportunities and use automation for

repetitive and manual tasks.

Simplify day-to-day processes by using smart applications.

Understand you where you can use the Situation Handling

framework to alert speci c groups of business users about
certain circumstances that need their attention.

User These recommendations can help you to do the following:

Experience SAP Fiori Apps Reference Library
Learn more about what apps your organization can use in their
daily tasks that offer an enhanced user experience thanks to
the SAP Fiori design.

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Category Description Links

Other SAP These recommendations can help you to do the following:

Solutions
Understand what other SAP products in addition to SAP Concur SAP
S/4HANA can help your organization with day-to-day Expense Equipment
processes. Services
Concur Cockpit
Travel
SAP Field
Industry
Service
Cloud
Management
Solutions

SAP SAP
Analytics Fieldglass
Cloud Vendor
Management
SAP Ariba Solution
(VMS)
SAP
Business SAP

Network Integrated
Business
SAP Planning for
Commerce Supply Chain
Cloud

SAP SAP Service

Corporate Cloud

Serialization SAP Sales

Cloud

What is recommendation relevance based on?

The relevance rating of a recommendation is based on the usage of transactions or reports within your SAP ERP 6.0 or SAP
S/4HANA system. Relevance ratings are currently available for the recommendation categories SAP S/4HANA Capabilities,
User Experience and Other SAP Solutions. This information allows you to see which innovation recommendations are most
relevant for your organization and helps you prioritize your transformation investments. Rating information is updated every 28
days and is based on any usage data collected during the previous 2 calendar months, assuming this data is available.

 Note
The Relevance column is only visible if usage data is being collected in your ERP system and this data collection hasn't been
disabled manually.

SAP S/4HANA Capabilities

If your data is from an SAP ERP 6.0 system, the SAP S/4HANA capability is recommended based on your current
transaction and report usage in that system.

If your data is from an SAP S/4HANA system, the relevance re ects your current usage intensity of that SAP S/4HANA
capability in that system.

For other recommendations, the relevance is based on your current transaction and report usage of functionalities related to a
capability or offering. Relevance ratings are based on the following metrics:

The number of times transactions and reports were used during the 2-month period for which data was collected.

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The number of users that used these functionalities over the same period.

The number of times transactions and reports were used is weighted higher when determining the overall relevance.

How should I interpret the relevance ratings of recommendations?

A 3-point rating is used to indicate the recommendation relevance based on your company's actual usage intensity of
underlying functionalities for a capability or offering. The higher the rating, the higher the relevance of a recommendation for
you based on this usage.

However, relevance is based on your usage of standard SAP transactions and reports. If you’re using custom or partner
transactions, their usage isn’t re ected in the relevance rating. It's therefore important to understand that a low relevance can
also result from the use of nonstandard transactions. This means that recommendations with a relevance rating of 1 but for
which there’s an industry popularity rating of 3, for example, are still relevant for you. These recommendations can actually be
of special importance to you since they would allow you to identify areas where you can better use standard SAP capabilities or
functionalities that are popular and key for your industry.

What are industry-speci c recommendations and where are these available?

Industry-speci c recommendations are innovation recommendations speci c to your industry that are currently available for
the following categories and types:

Innovation Category Innovation Type

SAP S/4HANA Capabilities SAP S/4HANA

SAP Process Automation Automations

Work ow Management

Intelligent Technologies
Machine Learning

SAP Intelligent Robotic Process Automation

Situation Handling

User Experience SAP Fiori Apps

Other SAP Solutions Industry Cloud Solutions

Industry-speci c recommendations are currently available for the following industries:

Automotive

Building Products

Cargo Transportation and Logistics

Chemicals

Consumer products

Defense and Security

Engineering, Construction, and Operations

Healthcare

Higher Education and Research

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High Tech

Industrial Manufacturing

Insurance

Life Sciences

Media

Mill Products

Mining

Oil, Gas, and Energy

Passenger Travel and Leisure

Professional Services

Public Sector

Retail

Sports

Telecommunications

Utilities

Wholesale Distribution

Industry-speci c recommendations are only shown when your administrator has speci ed the industry for your organization in
the Administration area. If an industry isn't speci ed, only cross-industry recommendations are listed. For more information, see
Application Con guration.

What is the industry popularity I see for some innovation recommendations and what does it mean?

For industry-speci c recommendations and cross-industry recommendations in the SAP S/4HANA Capabilities, Other SAP
Solutions, and User Experience category, you can also see the industry popularity of the recommendations. The industry
popularity helps you to understand the degree of adoption of a recommendation based on how many industry peers are using it.

The industry popularity for these recommendations is only indicated when your administrator has speci ed the industry for your
organization in the Administration area.

What types of information can I nd behind the individual recommendations links?

When you select a recommendation from the list, you display more information from other information sources outside the
solution. These include the following information sources:

Categories and Information Sources Information Types

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Categories and Information Sources Information Types

SAP S/4HANA Capabilities

General description of the innovation type
SAP S/4HANA Capabilities → SAP Industry Solution
Information about how capabilities help you and about
Portfolio
relevant value drivers

Links to other repositories such as SAP Road Map Explorer,

SAP Best Practices Explorer, and SAP Fiori apps reference
library with information about authorization roles and apps

Additional information about licenses and related products

SAP Process Automation Automation

Automation → iRPA Store General information about the use case for
the innovation type
Work ow Management → SAP API Business Hub
Information about how to con gure SAP Intelligent
RPA bots, for example

Test scripts with further information and

prerequisites

Work ow Management

General information about the use case for

the innovation type

Con guration guide for Work ow Management

Change logs documenting different release versions

Content describing the scenarios

Intelligent Technologies
Machine learning
(Intelligent Technologies and Use Cases)
General information about the use case for
Machine learning → Best Practice Explorer, Use Case the innovation type
Repository, SAP Discovery Center
Business bene ts, challenges, business drivers,
SAP Intelligent Robotic Process Automation → iRPA Store customer references

Situation Handling → SAP Help Portal In SAP Best Practices Explorer, also test scripts,
task tutorials, setup instructions, process ow
overviews

SAP Intelligent Robotic Process Automation

General information about the use case for

the innovation type

Information about how to con gure SAP Intelligent

RPA bots, for example

Test scripts with further information and

prerequisites

Situation Handling

Scenario descriptions and how to set things up in

the system

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Categories and Information Sources Information Types

User Experience
General description of the innovation type and explanation
SAP Fiori Apps → Fiori Apps Library of the product features

Information about the assigned scope items and related

apps

Information about related apps for this business user (such

as to manage customer returns), more links to other apps
that are also are relevant for returns clerk

Implementation information: SAP Notes, installation

components, con guration steps and prerequisites,
information about authorization roles, business catalogs,
and extensibility information

Other SAP Solutions

General description of the solution
Intelligent Spend Management → SAP product home page
Customer references
SAP Business Network Capabilities → SAP home page
Information about demos you can request and watch
Industry Cloud Solutions → SAP home page
Frequently asked questions
CRM and Customer Experience → SAP product home page

Supply Chain Management → SAP home page

Is it possible to select more than one industry to see industry-speci c recommendations and industry popularity for
multiple industries?

No, it's currently possible to select just one industry in the Industry Selection administration area.

Glossary
This table helps you understand some common terms used within the SAP Signavio Process Insights solution and
documentation.

Term De nition

automation rate The percentage of business objects that were processed

automatically in a given timeframe. This metric can be used to
determine the ratio of business documents that were processed
manually instead of automatically and helps highlight opportunities
for performance improvement.

average days taken The time it takes on average in days for business object instances
to reach different phases or stages of a typical business process
as indicated in a process ow.

blocker An issue identi ed within a process ow that indicates a process

inefficiency that should be addressed.

blocker tag A visual marker displayed for a process ow stage when that stage
contains one or more blockers that indicate process inefficiencies.

correction recommendation A type of recommendation that an organization can follow in their

ERP system to resolve issues identi ed in data extracted from that
system.

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Term De nition

data collection The process of extracting speci c data from an ERP system and
sending it to a cloud tenant of the SAP Signavio Process Insights
solution.

detail list A list of business object instances that meet a set of criteria
de ned for a performance indicator that are potentially of interest
for further analysis.

end-to-end process A chain of process steps or subprocesses that support the

realization of a business outcome.

Examples of end-to-end processes include lead to cash and source

to pay.

innovation recommendation A type of recommendation that helps an organization to plan long-

term strategic improvement using SAP solutions or applications.
These recommendations are intended to support organizations with
their ERP transformation process.

KPI catalog A catalog provided by SAP, originally for SAP Solution Manager, that
provides comprehensive de nitions and documentation of KPIs
and related metrics.

lead time The time it takes on average for business object instances to
transition between different stages of a process ow.

line of business An internal organizational area or business unit in a company

(division) that combines all responsibilities for a product, group, or
set of processes, such as sales, purchasing, or nance.

modular process A set of business activities that can be further combined into end-
to-end processes.

Modular process can also be referred to as business process

module in the context of the Intelligent Enterprise.

process ow A visualization that allows users to understand process

performance for typical business processes and their phases. The
visualization shows for a baseline set of documents in a speci c
time period how many documents reach each phase and the
average time this progression takes. The information indicates
where processes are facing bottlenecks or lacking efficiency.

process performance indicator A key metric that quanti es the performance of business
processes and is used by process owners or experts to monitor
and optimize processes. Process performance indicators focus on
performance at operational level and are more granular than key
performance indicators, which typically focus on the overall
performance of a company.

recommended action A description of the speci c steps to follow to resolve an issue

identi ed with process performance in data extracted from an ERP
system.

value driver A strategy or goal to improve the performance of an organization

that is also associated with performance indicators.

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