Insights Overview 


The Insights section uses the data captured in your models to provide feedback in the form cards, tables and graphs. Insights is used to analyse and compare data across your Current State and Workspaces, where you get to set the data and are in control of the output.


Key Features of Insights

  • Filter Data: Apply filters on all models or specific models in your organisation.
  • Node-Specific Filtering: Filter by Roles, Systems, Infrastructure, Captures, or Outcomes across any model.
  • Tag-Based Filtering: Use tags to refine the filter for precise insights.
  • Workspace Comparison: Compare different workspaces to analyse changes over time.
  • Model View Control: Customise the display of model data.
  • Overview Statistics: View high-level comparison statistics, including time, cost, value, and carbon.
  • Detailed Analysis: Access detailed comparison charts and data for deeper insights.
  • Node Lists: View and explore all nodes within a model.
  • Custom Graphs: Build personalised graphs to visualise key trends and metrics.


Configure the model filter

Use the Filter settings to define the models you want to analyse. There are several dropdown options which control your analysis: 


1. Workspace: Select between viewing data for the current state or a specific project. If you have a model open and then navigate to Insights, the current workspace will be selected for you by default.


2. Model filter: Use this option to analyse a particular model or any number of models. You can also filter by model tags or specific model functions to define a subset for detailed analysis. 


3. Nodes filter: Displays the nodes within the selected filter. Click on a node icon to choose a specific node for further filtering. Categories include: 

You can click on the node type again to reset the filter. This will keep the workspaces and models selected and will clear any specific role, system, etc. that was previously selected.


  • Role: When a Role is selected, all associated Action and Information nodes, along with the linked System nodes, are displayed in the Model, Overview, Nodes and Charts sections. 


  • System: When a System is selected, all associated Roles, Action nodes, and Information nodes linked to that system are displayed. 


  • Infrastructure: When an Infrastructure is selected, all associated Roles, Action nodes, Information nodes, and Systems linked to the selected infrastructure are displayed. 


  • People: When a Person is selected, all associated Action and Information nodes linked to that person are displayed. 


  • Capture: When a specific Capture node is selected, all nodes downstream of the selected capture are displayed. This includes the related Role, Action, System and Information nodes, as well as the models that the capture node belongs to. 


  • Outcome: When a specific Outcome node is selected, all nodes from the initial Capture point to the selected outcome are displayed. This includes the connected Action, Information, Role, and System nodes, providing a view of the process flow leading to the outcome. 


4. Information Assets filter: Selecting an Information Asset will include all Information Nodes attached to that asset, as well as the Systems connected to those information nodes. 


5. Tags filter: Select one or more Tags to filter Action Nodes that have those tags. This will also include any nodes associated with the selected actions, providing a focused view of the specific tagged processes. 


6. Workspace to compare: Select a Workspace to compare. The selected workspace will be displayed as the previous state, allowing you to compare it with the current state or a future state (project). 


7. Model type: Selecting different Model Types will display the selected data in various ways. This selection does not affect the insights, only the way the model is displayed.



8. Clear filters: Clearing the filter will reset all filter values, allowing you to start a new analysis with no pre-selected criteria. 


Model

The Model represents the currently filtered data, displaying how different components interact within the model. The Model display is set to Models, meaning the view focuses on the structure of processes, roles, systems, and information flow. 

You can adjust the model view by selecting different model types from the options on the left, allowing for flexible analysis based on your needs.


Example Scenarios 

  • Viewing the Current State Only: If you select only the Current State without applying additional filters, the model view excludes Capture and Outcome nodes. This helps in analysing how the current processes operate without considering the starting points (Capture) or the final results (Outcomes). 

  • Comparing Workspaces: If you choose to compare different workspaces, such as a Current State vs. a Future State (Project), the model will highlight changes in processes, roles, or systems. The selected model for comparison is highlighted in grey, distinguishing it from the current model. This is useful for identifying improvements, inefficiencies, or areas that require optimisation. 


Note: To correctly compare current state (before) against a future state (project), you must 

1. Select the project first (making it the workspace you are viewing).

2. Then select current state second.


This ordering ensures:

  • The Current state is treated as the before view.
  • The Project (future state) is treated as the after view.


  • Filtering by Specific Elements: Applying filters such as Roles, Systems, or Actions refines the model view, allowing you to focus on particular aspects. For instance, filtering by Systems will show only the technology used within the model, helping you assess system dependencies and their impact on workflows.

Overview

The Overview provides a summary of the selected model, displaying key performance metrics, a breakdown of nodes by type and more detailed model insights.   


Detailed Model Insight Headings

The headings provide an in-depth analysis of the model's key components. By clicking on each of the headings, you can explore specific aspects of the model to gain further insights:

  • Key Performance Metrics: it provides a high-level summary of critical data points within the model, offering insights into efficiency, cost, and resource usage.  It also provides deeper analytical insights to help you understand automation levels, resource utilisation, and key contributors to value creation. 

1. Processed Items: Displays the total number of inputs and outputs within the model, reflecting overall process throughput. 

 

2. People Time (Hours): Shows the total work hours and available capacity, helping assess resource utilisation. Total hours are the total sum of action hours per annum. Work is the time roles spend performing tasks per annum.  If actions exist without a role but with allocated time, there will be a discrepancy between total hours and work hours. You can view these details under the Action Breakdown section. 


3. Cost (Dollars): Represents the total cost of actions incurred in the model, including breakdowns per input, output, and value.


4. Value: Highlights the model's value generation, calculated per input, output, and dollar spent.


5. Carbon (kgCO2e): Measures the total carbon emissions associated with the model, with per-input, output, and value-based calculations.


  • Breakdown: It provides an overview of resource utilisation, cost allocation, and carbon emissions across Systems, Roles, People, and Infrastructure. It visualises hours worked, capacity usage, and the distribution of allocated and unallocated costs, as well as carbon emissions by scope. 


  • Emissions: It provides a breakdown of carbon emissions by scope, Emissions are divided into three categories: Allocated, Unallocated, and Unmodelled.  

Here's what each type means: 


1. Allocated Emissions: Emissions directly assigned to modelled actions, meaning they are explicitly linked to processes within the model. These emissions are calculated based on the rate multiplied by the time or activity associated with each action.


2. Unallocated Emissions: Emissions that exist within the model’s total capacity but have not been specifically assigned to any action. These represent emissions that would be incurred if the model operated at full capacity but are not currently linked to specific processes. They are calculated using the formula: Rate × (Modelled Capacity - Hours Used for Actions) 


3. Unmodelled Emissions: Emissions that have not been accounted for in the model at all. These are derived from the difference between total capacity and modelled capacity. They estimate the potential emissions if all available capacity were fully utilised. The formula used is:
Rate × (Total Capacity - Modelled Capacity) 


For more information, please refer to the Allocation Methodology section. 


  • Action Breakdown: Provides a detailed analysis of actions within the model, categorised by type. Actions are broken down as follows:

- Manual Actions: Performed by people without using systems.

- Automated Actions: Performed by systems without human involvement.

- Role Using System: Actions where a role interacts with a system.

- Actions with No Role or System: These typically represent errors in the model where actions are not correctly linked to a role or system.



This breakdown separates Outcomes into a special category. You can click on each type in the table to view a detailed list of actions for that type. The accompanying charts visualise the number of actions, items processed, hours worked, and associated costs for each action type, helping to identify areas of improvement or potential issues in the workflow.



  • Capture Nodes: Highlights where data is first captured in the workflow, offering insights into its flow and usage throughout the model.  They generate data, information, or items entering the process based on a defined frequency. Clicking on a node will zoom in to its location within the model for further analysis. 


  • Outcome Nodes: Displays the total cumulative values required to achieve each specific outcome within the model. These outcomes represent the final results of the processes. 


Nodes


The Nodes section provides a detailed breakdown of the individual components within the model: 

  • You can use the search box above to filter the list of nodes.  
  • Click on a node (row) to display its connections in and out of the model. Selecting the checkbox will add that node to the model view. 

Charts

The Charts section provides a visual representation of totals for each model within the organisation and selected workspace. This feature is available only for organisation models.  


Key features include: 

  • Model Data: Displays model-specific metrics, including hours, cost, processed items, value, and capacity.

 

  • Chart Type: You can choose between a bar chart or a bubble chart to visualise the data for different node types. 


  • Y-Axis Field Selection: Select the desired field to display on the Y-axis, such as processed items, value or outcomes. 

By selecting Role nodes and choosing Capacity as the Y-axis, you can identify resource availability and determine whether adjustments are needed to optimise workload distribution across different roles in your organisation.  The Y-axis (Workload) represents the remaining capacity, which is the unallocated capacity available for each role after accounting for assigned tasks. 

  • Show up: It allows you to display the highest-impact nodes within a selected category. Once you select a specific node type (e.g., Roles, Systems, Actions, Outcomes), these setting filters and presents the top nodes based on the Y-axis you select.