Mobile process mining dashboard implementation for field sales team

BPM Creatio
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1

We successfully implemented a mobile process mining dashboard for our field sales team using Creatio 8.6, and I wanted to share our approach for others tackling similar projects.

Our sales managers needed real-time visibility into approval bottlenecks while traveling. The challenge was creating a mobile-friendly dashboard that integrated process mining analytics with push notifications for critical delays. We leveraged Creatio’s low-code capabilities to build the entire solution without custom development.

The result: approval cycle times dropped by 40% within the first month, and managers now proactively address bottlenecks instead of reacting to escalations.

2

We implemented a threshold-based system using business rules. Any approval pending more than 24 hours triggers a push notification to the responsible manager. Additionally, if a process deviates from the standard path (detected by process mining), that also generates an alert. The notifications include a deep link directly to the approval item in the mobile app, so managers can act immediately. This was all configured through the low-code notification rule designer without scripting.

3

Interesting approach. What about the push notification setup? How do you determine which delays warrant a notification versus just dashboard updates?

4

I’m curious about adoption. Did your sales managers actually use this or did it become shelfware? What was your change management approach?

5

We used the standard process mining module but configured it with a 30-minute refresh cycle for the mobile dashboard specifically. The key was creating a separate dashboard configuration optimized for mobile with fewer metrics but faster refresh. In Freedom UI, we built a mobile-first dashboard section that displays only the top 5 bottlenecks and approval queue depth. This lighter data load allows for more frequent updates without impacting system performance.

6

This sounds exactly like what we need. How did you handle the real-time aspect? Our process mining data refreshes every 4 hours which isn’t fast enough for mobile field decisions. Did you use the standard process mining module or custom analytics?

7

Great questions from everyone. Let me provide a comprehensive breakdown of the implementation:

Mobile Dashboard Integration We used Freedom UI’s responsive dashboard designer to create a mobile-optimized view. The key was simplicity - we limited the dashboard to 4 core widgets: Active Approvals (count), Avg. Approval Time (trend), Top 3 Bottlenecks (list), and Process Conformance Score (gauge). Each widget uses the process mining data model but with simplified queries for mobile performance.

For screen size handling, we configured separate layouts for phone (single column, vertically stacked) and tablet (2-column grid). Freedom UI handles this automatically through breakpoint configuration - no custom CSS required.

Real-Time Process Analytics The 30-minute refresh cycle was achieved by creating a dedicated mobile dashboard entity that syncs from the main process mining warehouse. We set up a scheduled business process that runs every 30 minutes, pulling only the metrics needed for mobile display. This approach keeps the mobile experience fast while the full process mining analysis still runs on the standard 4-hour cycle.

The process mining module’s conformance checking feature was crucial. We defined the ideal approval path, and any deviation automatically flags in the mobile dashboard with a red indicator. Managers can drill down to see exactly where the process went off-track.

Push Notification Setup Notifications are triggered by two business rules:

  1. Time-based: Approval pending > 24 hours
  2. Deviation-based: Process conformance score drops below 80%

Both rules use the low-code notification designer. The notification payload includes:

  • Approval ID and customer name
  • Time pending
  • Deep link URL to open directly in mobile app
  • Quick action buttons (Approve/Reject for simple cases)

We configured push priority as ‘High’ to ensure immediate delivery even when the app is backgrounded.

Low-Code Configuration The entire solution was built using:

  • Freedom UI dashboard designer for layout
  • Process mining module for analytics
  • Business rule engine for notifications
  • Mobile app settings for deep linking
  • No-code data model configuration for the mobile sync entity

Total development time was 3 weeks with zero custom code. The low-code approach means our business analysts can now modify dashboards and notification rules without developer involvement.

Adoption & Results Change management was critical. We rolled out in phases:

  • Week 1-2: Pilot with 5 managers, gathered feedback
  • Week 3-4: Refined dashboard based on feedback, added quick actions
  • Week 5: Full rollout with training sessions
  • Week 6+: Weekly review meetings showing metrics improvement

Adoption hit 85% within first month because managers saw immediate value - they could clear approval queues during commutes or between meetings. The push notifications with deep links made it effortless to act on alerts.

Key success metrics after 3 months:

  • Approval cycle time: 5.2 days → 3.1 days (40% reduction)
  • Process conformance: 72% → 89%
  • Manager mobile app engagement: 4.2 sessions/day average
  • Escalations due to delays: Down 65%

The combination of real-time visibility and actionable notifications transformed how our sales managers handle approvals. They went from reactive firefighting to proactive process management.

8

How did you handle the dashboard layout for different mobile screen sizes? We’ve struggled with making analytics dashboards readable on phones versus tablets.