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Celonis Product Documentation

About Explorations

What is an Exploration?

You can think of an Exploration as a guided journey to drill into a business process. The journey is a series of questions and answers about the process. Depending on the questions you pick, you can arrive at different destinations, giving you a powerful understanding of how you can drive process improvements.

Creating an Exploration

You start your Exploration journey by clicking Business Miner from the lefthand navigation in EMS and selecting a Process Workspace. Click Create Exploration to see a list of questions tailored to a specific business process. Simply choose a question that interests you and we'll display the answer for your organization.About Process Workspaces

Tip

Use filters to focus on different aspects of the answer data like specific dates or customers.

Answering related, but more detailed, questions lets you dig deeper into your process and data. Along the way, you can also tweak some of the default values used by Business Miner so your results better reflect how your organization actually works.

What's displayed in an Exploration?

The types of information displayed in your Exploration depend on the process type and the questions you choose. All Explorations include:

  • KPI trends and breakdowns

    Note

    Click on any KPI to view its description in the KPI Definitions panel. Users with an Analyst or Admin role will also have access to the PQL formula for a more in-depth analysis of the selected KPI.

  • The potential financial benefits of optimizing your process

  • Suggestions about how you could optimize different aspects of your process

Sharing an Exploration

If you create a Process Workspace and want to collaborate with your colleagues, you will need to invite them to explore your process. You can invite users to an Exploration by clicking the Share button in one of two places:

From within the Exploration:

share_from_exploration.png

On the Explore page:

share_from_explore_page.png

Collaborating on Explorations

Your colleagues can view your Explorations if they can access the Process Workspaces where they’re stored. But if you want to collaborate with colleagues about something you've found in an Exploration, you should create an insight. An Insight captures a snapshot of the Exploration and ensures you and your colleagues are all looking at exactly the same data.

For example, say your organization’s invoice data changes because the data for the latest month is now available. If you previously created an Exploration that uses invoice data, the data values in that Exploration will also have changed when you revisit it.

By creating an Insight, you can be sure you and your colleagues are all looking at and discussing exactly the same thing.