Personas Wizard

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Personas Wizard

Overview

The Personas Wizard is oriented to offer a unique experience to each end user and to best address unstructured processes of your organization, in the Work Portal.

 

Unstructured processes are those which you may catalog as non-routine, highly unpredictable or dynamic, mainly because the course of action is not known beforehand, it emerges during process execution and depends on the information available. They involve a knowledge worker making informed decisions that define the course of action of each case. Those knowledge workers need a Work Portal that adapts dynamically to their needs and everyday situations.

 

In unstructured process, knowledge/expertise work takes place, as opposed to routine/operational work which applies to structured processes.

 

The Personas wizard is an additional view to the traditional main view to model processes (the Process wizard and the Expert View) and supports the Apps definition.

 

Through Personas wizard you will be able to make the most of: empowering knowledge workers, presenting a personalized user experience in the Work Portal, and using contextualized capabilities, among others.

 

Keep in mind that Bizagi Studio's Wizard view is still very relevant to create and manage your processes.

 

Data Management in Bizagi

With Experience design your end users can access information and manage it without being involved in a process.

This enables you to include powerful options in the Work Portal, according to the different types of users and their needs.

 

Experience design concepts

The following concepts are immerse within Personas wizard.

 

1. Personas as Knowledge workers

Bizagi presents a Work Portal which allows knowledge workers to make informed decisions, such as when to start a process or update data, boosting agility and productivity.

Knowledge workers are end users, who based on their experience and the information around them, make significant decisions in their every day work. The nature of the processes they are involved in is highly unstructured because the different flows emerge during the execution of such processes, based on the data and decisions taken.

Bizagi presents knowledge workers all the information and the relevant dynamic options in every situation for them to make those important decisions on the fly.  

Common examples of knowledge workers are: a Doctor, a Lawyer, or a Technical support manager (those which do not carry out operational routine work but diagnose, inspect or assess).

 

KnowledgeW11

 

2. Personalization

Bizagi lets you create a unique experience for each and every one of your end users.

The Work Portal automatically adapts by understanding who these users are: what they want and what they commonly need.

 

Personalization11

 

3. Contextualized Solution

In the digital world, context is key.

Bizagi is context-aware and intelligently presents only the options and information that make sense in a particular situation.

Within the options that each different user may launch, relevant and involved data is automatically injected, be it in a new process, a form or a business rule.

The Work Portal dynamically adjusts to any change in each individual's situation, presenting the options and features that make sense to their current state and reuses the context's data, in order to avoid having to ask the information that is already given.

 

ContextualizedBPM

 

Before you move on

Though Experience design is a feature which enables you to approach unstructured processes, in order to implement such processes you need to know about the basics on how to configure the following aspects which are common when implementing traditional structured processes:

Model processes

Data modeling

Define forms

 

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Structured processes can still be approached in the traditional Bizagi way.

You may also choose to use the Personas wizard to approach structured processes if you see that these features add value to your implementation.

 

Using Personas wizard

Access the Personas Wizard on the Home option of the Ribbon, by clicking the Personas.

 

ExperienceDesign_01

 

 


Last Updated 6/9/2023 3:24:20 AM