Introduction

Solutions on the Intellifold platform combine Data Analytics, Data Visualisation, Process Mining, and AI techniques to enable users to effectively and efficiently analyse their business process based on event data from source systems. Solutions are developed based on a process use case with the aim to:

(1) reduce process inefficiencies such as process deviations, bottlenecks, and rework activities.
(2) enhance compliance with insight into control failures, unexpected paths or missing steps, risk-based insight to support risk management and audit functions.
(3) assess where to effectively apply automation (RPA, low-code, AI) and measure the impact of automation initiatives.

Sign In

Login to the platform with the unique user credentials provided. Please note that Multi Factor Authentication (MFA) is available in our production server for extra security.

After login select the relevant Project environment and Solution. Please note different solutions might be available for your organisation. Every Solution typically relates to one use case or one business process. Data from multiple sources might have been integrated into the solution.

Navigation

Intellifold Solutions follow common application UX/UI standards which should make most navigation intuitive. However, there is unique functionality, and this might require a bit of playtime to get yourself familiar. In general, a 'left' click relates to selections and actions, while the a 'right' click is used for additional information and settings.

Process Flow

The automatically generated process flow is the core of Process Mining. It leverages the time stamps from the transactions, event, and change logs in the source systems to extract the relevant activities/events and associated links. The flow is completely interactive, and a great source to perform process-based investigation and analyses.

Dashboards

The dashboards provide similar graphs and visuals to most data visualisation products. There are categories or dimensions such as supplier or product and facts or measures like numbers, values, and throughput times. Clicking in a graph gives options for further filtering.

• Statistical Table: Table for showing multiple measures per category e.g. the number and value of transactions by business unit.
• Bar, Line, Area, Point Charts: Perfect for visually displaying measures across categories. It can handle any combination and up to two different measure axis.
• Donut Chart: Great for quickly showing the break-down across a category e.g. the values across different countries.
• Single Number: Showing a calculated measure e.g. the total number of customers or orders.
• Radial Percentage: Showing a percentage score. These are often used for KPI or SLA tracking.
• Text Box: An option to display text or describe what might be relevant to the user.

Filters

The Filters in the Intellifold platform are super powerful. These can be set anywhere and apply everywhere. Filters can be applied to dimensions in the data such as company, equipment, order type etc. or can relate to process flows and KPIs. Applied filters show up at the top of the solution screen and can also be changed directly there.

There are different types of filters that can be used in solutions:

• Dimension or Value filter: To select one or more data dimensions such as company, customer, product etc.
• Event & Edge filters: As applied to the process flow to filter for specific Activities/Events or certain Activity/Event order combinations.
• KPI filter: The KPI filter is used to apply the specific KPI query logic as a filter. These filters are set or they can be reversed for opposite filtering.
• Variable filter: This dropdown filter can be used to store particular variables and have selected variables applied in calculations and dashboard visualisation.
• Background filter: These get applied across the dashboard or graph and are not shown in the top bar. It is possible to see if such a filter is applied by looking at the total number and percetnage displayed at the top left of the solution.

Details

Right clicking anywhere on charts or filters provides the options to get additional information or to export the results to Excel.

Descriptions for chart are maintained in the design. Solution design provides full flexibility in what dimensions and measures to use, how to display and in what size and colour, and what descriptions will be madde available to end-users of the solution.