Managing Business Performance scenario

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:

  1. Log onto Business Space and open your Managing Business Performance business space.
  2. You want to check how your business is performing:
    1. 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.
    2. 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.
  3. You decide to bring this decrease in sales to the attention of the director of sales by performing the following actions:
    1. 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.
    2. 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.
  4. 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.
    1. Go to the Create Tasks page.
    2. Select the To-do task and click Create.
    3. 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.
  5. As a result of your To-do tasks, you receive a number Inquiry and Review tasks, which you handle in the following way:
    1. In the My Work page, select a task in the My Tasks widget. The task opens in the Task Information widget.
    2. When you scan through the task you realize that someone on your team would be able to handle it so you transfer the task.
    3. 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.
  6. 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.
    1. In the Business Configuration page, expand the hierarchy in the Business Rules widget until you see the rules for the customer loyalty program.
    2. 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.
  7. You check the status of the To-do tasks in the Tasks I Created widget and find that everyone has completed them.
  8. 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.