Process governance and summary

The {Company Name} tab displays a summary of process management health in different areas of the organisation based on the process groups Process groups are a collection of processes that share a common theme or objective. Process groups enable you to organize and manage your processes, arranging them in helpful categories and controlling who has access to them..

Governance

The Process Governance section gives an overview of the health of process improvement in your organisation. Here you can set or view those with overall responsibility for process management, and review the state of the various process groups.

Role Description
Exec Sponsors

The Exec Sponsors are a critical governance component for engaging the business and creating a positive improvement culture.

  • The Exec Sponsor role is ideally owned by the CEO or someone on the senior management team. The Exec Sponsor role is a sponsor and provides a mandate to invest time and resource into process management and improvement.
  • They actively support the Lead Process Champion(s) and Process Group Champions across the organisation by promoting the process vision and communicating success. This includes clarifying priorities and authorizing resources for Process Improvement.
Lead Process Champions Lead Process Champions actively support Process Group Champions across the organisation by promoting the process vision and communicating successes, which includes clarifying priorities and authorizing resources for process improvements.
Process Group Champion Process Group Champions are responsible for process improvement in a specific area of the organisation. Together with the Lead Process Champions, they deliver on the expectations set by the Exec Sponsor. This includes working with Process Owners A user responsible for ensuring the process is operating effectively, and continuously improving. Not necessarily a subject matter expert, but empowered with organisational authority to approve changes as needed. and Process Experts A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process. who are responsible for capturing, improving and deploying processes that are useful, helpful and easy to understand.
System Admins (Promasters) Promasters have administrator access to manage user authentication, access levels, viewing rights, process and document folder structures. They are the first point of contact for any administrative tasks.

Set up your Governance structure by assigning names to the key Governance roles.

  1. Select editbeside a role in the top left section.
  2. Assign the correct person to the Governance role and click Save.

Process statistics and reports

The dashboard provides a summary of the state of your processes, both across the organisation and in a group-by-group report. These figures can be expanded into reports by Business Analyst and Promaster users.

This pie chart summarizes the state of all your processes. Hovering your mouse over each segment provides the number of processes for each, and a link to a more detailed report.

Processes will only be counted once for the purposes of this chart. If a process is both unpublished and out of date, it will only be counted in the out of date section.

The related reports behave a little differently, in that they include all processes that match their filters. A report on unpublished processes will include both current and out of date processes that are unpublished. That means the total figures will not necessarily match between the chart and the reports.

The Feedback section averages the rating given to all your processes. If there are no processes rated, it will show a default 2.5 star rating.

Clicking on the summary numbers will open reports listing the processes that make up these numbers and relevant details.

Promasters A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site., Business Analysts A user who can create and edit all processes if not restricted by permissions, view all reports and edit Roles and Responsibilities. and Process Champions can view detailed Dashboard Governance KPI A unique token issued for your Nintex Promapp site used to authenticate and check validity for user provisioning actions.s. Clicking on a KPI count navigates to the appropriate report filtered by the relevant process group:

  • PUBLISHED PROCESSES: Displays the Process List report filtered by process group and process status = PUBLISHED.

  • IN PROGRESS PROCESSES: Displays the Process List report filtered by process group and process status = IN PROGRESS.

  • OUT OF DATE PROCESSES: Displays the Process Review Dates report filtered by process group.

  • SUGGESTIONS/FEEDBACK: Displays the Process Improvements/Feedback (detail) report filtered by process group.

  • RESPONSES REQUIRED: Displays the Process Improvements/Feedback (with no response) report filtered by process group.

The Process Views figures indicate the number of unique visitors that have looked at your processes, and the percentage rise or fall this is from the last month in a rolling period.

These figures are a breakdown of the main statistics by process group. This includes identifying the Process Group Champions for each group and linking to reports on the groups by category. The number of sub-groups displayed here can be configured by a System Admin. Governance statistics for individual process groups are listed in the main grid area in gray below the overall Governance statistics.

  • Promasters, Business Analysts and Process Champions can see filtered reports by clicking a number in the process group row and filter column.

  • Promasters can configure the number of process group levels to display by editing the Admin > Configure > Dashboard > Number of process group levels to display in governance page setting.

Process forum

The process forum section displays the following details:

  • The next process forum date and frequency is listed below the process group statistics.
  • The minutes of previous forums can be downloaded from Latest Minutes or Show previous minutes.

Update process forum

Promasters can update process forum information by clicking edit and making the necessary changes.