The Managing Business Performance scenario
describes how you can use a business space for managing your business
and reacting to changes.
This scenario uses widgets that contain content from WebSphere® Process Server and WebSphere Business Monitor. If a product
is not installed, Business Space replaces
its widgets with an image and a message.
If a space based on
the Managing Business Performance template is
not available, see Creating a Managing Business Performance space for
an example of creating a space using this template. Some of the steps
and information might not apply for your situation. Adapt the scenario
to fit your needs.
Imagine that you are responsible for Web sales for your
company. As part of your daily routine, you use a Managing Business Performance space
to monitor the Web sales figures:
- Log onto Business Space and
open your Managing Business Performance business
space.
- You want to check how your business is performing:
- On the Business KPIs page, check the KPIs widget. One KPI measures number of sales. This KPI shows that the
number of sales has decreased.
- On the Operational page, check the Instances widget. This widget was configured to display the amount of each order.
You export the data to perform further analysis on it such as finding
whether the average value of the orders has decreased as well.
- You decide to bring this decrease in sales to the attention
of the director of sales by performing the following actions:
- From the action menu of the KPIs widget,
select Send Widget. The Send Widget opens.
The Send Widget widget
contains the contents of the KPIs widget
as a dynamically updating attachment.
- Provide the director's ID in the Assignee field
along with a subject. In the message field, you provide a brief description
of what you think the problem might be and make arrangements for a
meeting.
- In your meeting with the director of sales, you agree to
a tactical solution of launching an advertising campaign
featuring your customer loyalty program. To prepare for the launch
of the advertising campaign, in the Create Tasks page, you create
a series of To-do tasks. For example, you create a task for the IT
department to prepare the infrastructure for the launch of the campaign.
- Go to the Create Tasks page.
- Select the To-do task and click Create.
- In the Task Information widget,
fill out the form for that task. You paste additional information
about the campaign into the Notes tab including the date and time
of its launch. Click Submit.
- As a result of your To-do tasks, you receive a number Inquiry
and Review tasks, which you handle in the following way:
- In the My Work page, select a task in the My Tasks widget. The task opens in the Task Information widget.
- When you scan through the task you realize that someone
on your team would be able to handle it so you transfer the task.
- You process the rest of the tasks in your task list
by providing information and submitting the task or by transferring
the task to someone else.
- While you are waiting for everyone to complete their To-do
tasks, you decide to modify the discount rate of customer loyalty
program by updating the business rules for the program.
- In the Business Configuration page, expand the hierarchy
in the Business Rules widget
until you see the rules for the customer loyalty program.
- Change the values in the rules. For example,
the advertising campaign is announcing that customers in the program
who place internet orders will receive 15% off for four weeks. You
change the program discount value to 15% for the Web channel and set
the beginning and end dates to the special discount.
- You check the status of the To-do tasks in the Tasks I Created widget
and find that everyone has completed them.
- With the tactical solution in place, you start working
on a strategic solution of improving the online sales process to make
it more efficient and easier to use. For the strategic solution, you
will use an Initiating Process Improvements space.
See the Initiating Process Improvements scenario for
an example of how to use this type of space.