Microsoft Power Automate Process Mining

Process Insights is an organization team. We currently have shipped Power Automate Process Mining Process. Our goal is for users to understand and improve their process. Customers can simplify how they work by discovering workflow bottlenecks and automation opportunities through our products by utilizing process and task mining and leveraging the Power Platform.

My Role

Design Lead pushed our process mining capabilities into GA, increasing adoption for current features, and delivering a vision and integration of our acquisition, Minit.

Impact

Product

• Increased product VA MAU from 14k to 80k

• Delivered vision for spoke app influencing product strategy, planning, and release

• Ensure merging of acquisition follows Microsoft pattern and style guidelines

• Led branding of our new logo and desktop app

• Led product design for Private Preview, Public Preview and General Availability

When I came to this team in August 2021, they needed to prove quickly the business need and user need of the feature product in order to get the headcount we needed to succeed in this new market. We had prove that what was shipped worked, that users “need” process mining, and there is a market fit.

In between all of this, the product/eng team grew from 17 people to 100 people, and I hired a designer, research, and content designer. As well, we acquired a company, named Minit. New challenges arose with the acquisition and growing so fast in less that 6 months.

Opportunities

Read more here about specific problems

Problem #1

Increasing Adoption Funnel

< 1% created a process

• Users only have entry point on navigation only

• Users have 2 sections on navigation for Process advisor. They would go to processes which was empty

• Users don’t know what process mining is

• Users don’t know the value of process mining and task mining

• Users get confused of Process Advisor inside PowerAutomate. They think Process Advisor is part of a made up “flow”

1. Identify the why

We (myself, product manager, and assistance of UR) created usability testing of the current concepts from a previous designer.

2. Identify the what

3. Identify the how

Ideations and experimentations

Discoverability and value

Exploration on contextual information and usability testing

Usability feedback:

• Activity that takes the most time, and going downwards

• If there was a summary on the details page. Where the painpoints are, and click from there and take me straight to the process insights. Keep it different from runs. Process Insights, should be highlighted more, not just in corner, the connection and details is not daily basis, I would prefer to see process insights more often and highlighted. How frequently I would like to see it.

• “I would like to see a summary, how much time the flow is taking. Average time of flow. And then what is the task that is taking most task on my flow. Avergage time and this task taking the most time.”

• Go through the processes, the flow, look at times, would be interested in seeing actions. Heat map , the longer time durations . Discover bottle necks. Variants different sensitivities

• “I like the way the average case duration is how much time is taking. I like the bottom , showing me the different variants. And which ones are recursive. How much time that variant . I assume here I can check how much time is of variants”

4. Final solutions

Contextual entry point

5 seconds to wow

Telemetry with our shipped designs

Problem #2

Integrate and scale Minit and Process Advisor

focusing on an industry

There was too much ambiguity, no clarity. We wanted to tackle large scale and quickly, but that gave no clarity nor understanding who to focus on, nor which sector, industry, nor scenarios scenarios. We decided to go into the finance sector first.

We needed clarity and alignment on which part of the whole sector to tackle. To start creating alignment, I gathered research from t he finance team, talked to the finance products, and asked where does our product provide most value. At the same time, the pms were creating customer validation on the narrowing. With customer validation and research, I created a customer journey for engineers and product managers to align which personas we are catering too, and how to divide some of the scope of work.

Outcome

✅ Clarity and stakeholder alignment

✅ Influencing engineering semester planning and cost

✅ Feature prioritization

Design manager values:

Coach and care

“You have reached out to other leads and groups to collect and compile best practices and successfully created a smooth onboarding experience for her. You are investing time and effort to help her gain and build up her technical skills as well as helping her to network to learn more from other designers and disciplines, job well done and thank you for your care to form a diverse and inclusive team. Looking forward to having more designers/researcher/content designer joining your team to benefit and learn from your inclusive methodology and grow alongside you.” Design Studio Manager

"My manager is very transparent about business goals, growth developments, and areas where I can grow and improve my skills over time. Ana Sofia has helped me successfully onboard and given me the tools/resources I need to do my work efficiently. She is very friendly and easy to talk to, making it clear that I can ask for help and encourages my ideas." Designer Report

Inclusive

“I always appreciate how you promote Inclusive practice and behaviors, whether it is internal by Including tetrads or external working with customers and partners. Keep up the great work, by modeling and coaching others. This will benefit every individual in your immediate team as well as partners and groups that you interact with.” Design Studio Manager