This content has been archived and is no longer being maintained.

Table of Contents

Article

Introduction to the Business Analyst Portal

Summary

This article presents a tour of the innovative portal for business analysts called the Business Analyst portal. This article presents a tour of the innovative portal for business analysts called the Business Analyst portal. Introduced in PegaRULES Process Commander 6.1 SP2, this intent-driven portal provides quick access to those tools and wizards that are key to the business analyst's daily tasks and which increase productivity.

Business analysts typically research the business benefits of developing the application and prioritize the development of those specific "slivers" of the project that provide the most benefit. (A sliver is a portion of the production-ready application that can be released to users.) To make this determination, a business analyst uses requirements, use cases, and work types to identify logical slivers of deliverables and key process improvements that, when developed and delivered, provide the desired business outcomes.

The Business Analyst portal is defined by the portal rule named BusinessAnalyst, in the Pega-Desktop RuleSet.  This portal  supports the business analyst in this work by providing an intent-driven user interface in which a business analyst works directly with the application's requirements, use cases, and work types, and accesses tools for analyzing the application's design and behavior over time.

Quick links

Portal overview

In a Process Commander system, a business analyst works within the Business Analyst portal. Core features include:

  • The Home display, which provides tools to help analyze, evolve, and monitor the application's design and behavior over time.
  • The Pega button Pega button menu, which provides easy access to those landing pages and wizards that support the business analyst's tasks.
  • The What's Happening gadget, where you can monitor the team's work and progress in near real-time, even when team members are physically distributed.

This image identifies key parts of the portal:

Business Analyst portal window

The following sections describe each of these areas in detail.

back to top

Home ( Business Analyst portal home )

The Home display for the Business Analyst portal presents information about the current application. The display contains six gadgets:

Discovery Map

This gadget displays the current application's Discovery Map, an interactive top-level view of business process steps.

The displayed Discovery Map is the one associated with the selections in the Work type and Starting process fields. To view and work with a particular Discovery Map for one of the processes in the current application, simply select a work type and then one of its processes. (If there are no work types defined for the current application, this gadget displays a message with appropriate actions to take to enable work types on the application.)

From the map, you can review and optionally edit details about the use cases associated with the shapes in the map. If a shape in the map has an associated use case, you can double-click the shape to see the use case details. If the use case rule is in an unlocked RuleSet version, you can update the details directly in the Edit Use Case window.

Open Edit Use Case window

Status

This gadget reflects the progress made to date in developing the current application. At a single glance, you get an overall sense of how much is done and how much is left to do.

Status gadget on Business Analyst portal home page

The displayed progress is directly tied to use cases, and is organized into five categories, as well as reflecting the overall progress for the application.

To view a list of the use cases in a category, select one of the numbers to the right of that category's progress bar.

Example use case completion report for Automated category

Additionally, you can further drill-down and open the use case itself by clicking on its name in the report.

Use Case Explorer

Use the Use Case Explorer to work with the current application's:

  • Work types
  • Supporting types (such as the Security supporting type)
  • Use cases associated with the work types and supporting types
  • Requirements associated with the use cases

The Use Case Explorer displays the use cases by name in a tree structure, organized by work type and supporting type.

Use Case Explorer

Double-click the work type and use case names to open a window and review their details. If their RuleSet version is unlocked, you can edit and save the details directly in those windows.

Edit windows from Use Case Explorer

You can also add new use cases to a work type or supporting type by right-clicking the item and selecting Add Use Case from the context menu.

Add use case to tree

Governance

Use this gadget to assess the current application's adherence to good design and implementation best practices (such as those codified in the guardrails). Get an initial visual sense for the level of adherence, and then use the report links for a deeper understanding of where issues lie.

Governance gadget

The reports here provide the results of several checks on the rules in the application. These checks are the same as those provided by the Application Preflight tool usually used by application developers. Whereas a developer might do a preflight check at a single point in time to check that a preproduction application is ready for production, a business analyst typically uses the Governance gadget periodically to assess how well the application is doing over time with respect to meeting good design and other guardrail criteria.

Key Performance Indicators

With the Key Performance Indicators (KPIs) gadget, you can establish and monitor key performance indicators (KPIs) for the current application, see real-time KPI results using gauge-style charts, and analyze trends over time.

By creating and monitoring KPIs, you can easily track business performance and see whether business operations and processes are meeting desired criteria. For example, by establishing a KPI to regularly track average resolution time for a customer issue, you are aware of the trend over time, and when the trend starts to indicate longer resolution times, you can take proactive steps to correct it.

KPIs gadget in Business Analyst portal

The KPIs gadget in the Business Analyst portal leverages the Key Performance Indicator (KPI) Framework. When the KPI Framework is installed and configured for your application, you can work with and view business KPIs directly within this gadget. You can create new KPIs and schedule them for periodic runs, create trend reports, and view KPI results.

Example KPI: Customer Satisfaction Scores:

KPI result in gauge chart

For more information about KPIs and examples, see Defining and using Key Performance Indicators in the Business Analyst portal.

What's Happening

The What's Happening gadget displays the current development activity occurring in the application. In a team environment, you can use it to monitor team members' work and progress in near real time, even if they are physically distributed.

What's Happening gadget

Filters are available to control what types of messages appear. By default, two types of event messages are displayed:

  • Rule actions taken by team members
  • Comments posted by team members. To post a comment, enter it into the field and click Post.

What's Happening in Home display

Messages are visible to team members working on the same application. Periodically use the Refresh button ( Refresh What's Happening ) to refresh the contents and see the most recent messages.

This information is also available in the left panel of the Business Analyst portal and while offline as a Really Simple Syndication (RSS) feed ( RSS feed icon ).

back to top

Landing pages in the Business Analyst portal

The prominent Pega button (Pega button ) provides quick access to wizards and gadgets, grouped into landing pages. Use landing pages to quickly get to a wizard or gadget to perform a task or see relevant collected information. For example, select the Inventorylanding page to access the available inventory reports about the artifacts in your application.

To access the menu categories of wizards and landing pages, click the Pega button. The menu categories are:

  • Application Actions
  • Application Details
  • Data Model
  • Process & Rules
  • Work
  • User Interface

Business Analyst portal menus from Pega button

Landing pages are accessed from their corresponding menu category. For example, in the above image, the Inventory landing page is accessed from the Application Details menu category.

To review the organization of the landing pages and see all available choices, click the Pega button and then click the Show All button.

Each gadget provides information; most enable easier configuration of specific capabilities in your application.

For example, the Application Details - Inventorylanding page has four associated gadgets which provide information about the current application:

  • Inventory Reports
  • Six Rs
  • Heat Map
  • Final Conflicts

Six Rs gadget on Inventory landing page

back to top

What's Happening and the Application Explorer

The left panel of the Business Analyst portal provides the What's Happening gadget and the Application Explorer.

What's Happening gadget

Use the What's Happeninggadget to track what is being modified and by whom. Messages are visible to team members working on the same application.

What's Happening display

Just as when viewed in the Home display, two types of event messages appear:

  • Rule actions taken by team members
  • Comments posted by team members. To post a comment, use the What's Happening gadget in the Home display.

Periodically use the Refresh button ( Refresh What's Happening ) at the top of the What's Happening gadget to refresh the contents and see the most recent messages.

Application Explorer

Display the Application Explorer in the left panel of the window for straightforward access to those rules that belong to your current application. The Application Explorer displays the rules by name in a tree structure organized by category and application work type.

Application Explorer

Click the down arrow at the right side of the left panel to select the Application Explorer.

Selecting Application Explorer

back to top

Header bar

The header bar at the top of the Business Analyst portal window provides the Pega button and access to your user profile and preferences, the Quick Launch bar, system search, and logging out.

Header bar

Profile menu

The Profile menu displays the logged-in operator's name. Click the down arrow icon next to the name to access a menu of tools and information about the operator.

Profile menu

The menu items you would typically use are:

Profile
Click Profile to see your operator profile and optionally change your password.
Preferences
Click Preferences to review or modify personal settings about the operation of the Business Analyst portal window; for example, whether to run a flow in a pop-up window or within the portal window itself.

Quick Launch bar

The Quick Launch bar ( Quick Launch bar) provides icons for quick access to items such as the help system.

Search

Use the full-text search to search the system for matching rules, data instances, and help topics. The default is to search only those items in the current application and match on the item name (key).

Search results example

back to top

Tab bar

In addition to the tab for the Home display, the tab bar identifies those currently open landing pages, rule forms, or data forms. When landing pages or forms are open, tabs are displayed between the Home icon ( Home icon ) and the Currently Open ( Currently Open ), Refresh ( Refresh ), and Close ( Close) icons.

Tab bar

To bring a tab to the forefront, click that tab.

back to top

Toolbar

The toolbardisplays below the tab bar, and is displayed when a rule form, data form, or Explorer list is open. When displayed, it reflects those options and functions available for the currently selected rule or data form. For example, the following image shows the toolbar displayed for the open rule form for a flow:

Toolbar for Decision Table rule form

back to top

Tags:

Published September 2, 2010 — Updated November 15, 2015


100% found this useful

Have a question? Get answers now.

Visit the Pega Support Community to ask questions, engage in discussions, and help others.