The calculator is used to identify and analyse the root causes of the process outcomes or problems. It identifies specific case properties which are most likely to influence the outcome.
Common Uses #
- Discover root causes of late shipments, late payments, etc.
- Discover root causes of overdue or cancelled invoices.
- Discover root causes of process rework.
Before configuring the settings for the calculator, you must apply one or more filters to select cases with the property or outcome you wish to analyze. For instance, to proceed with the root case analysis for late payments, you need to apply a filter before this calculator to select cases with payments that were late.
Basic Settings #
- Number of Filters: Specify the number of filters which define the outcome you wish analyse. For example, if you wish to identify root causes of late payments, you add a filter which selects cases with late payments before the Root Cause Analysis calculator and you specify ‘1’ in this setting. If you with to identify root causes of late payments which have rework, you should add two filters before the calculator (a filter which selects cases with late payments and a filter which selects cases with rework) and specify ‘2’ in this setting.
- Filters Used:Shows the filters that are selected and define the outcome you wish to analyse.
- Outcome Name: Specify a name for the outcome being analysed (e.g.: ‘Late Payments’ if you are trying to identify the root cause of late paid invoices; ‘Long Case Duration’ if you are trying to identify the root causes of long case durations)
- Auto: Set Auto ON, if you wish to consider all categorical attributes and see which ones are contributing to the outcome the most.
- Input Fields: Set Auto OFF and select the specific attributes to analyse as the root causes. This setting allows to create more focused root cause analysis (e.g., select Department and Resource if you are only interested to identify Departments and Resources who are responsible for late payments).
Advance Settings #
Advanced threshold configuration is optional and allows to fine tune the statistical settings for root cause analysis.
Example 1 #
Let’s investigate which Vendors are associated with long case durations. We will add one filter prior to Root Cause Analysis calculator to define the cases with the outcome to analyse.
First, we add a ‘Cases with Attribute’ filter to select cases with duration greater than 30 days:
Second, in Root Cause Analysis settings select we set ‘Number of Filters’ to ‘1’ since the outcome we are trying to analyse is defined by 1 filter. Next, we specify our outcome name as ‘Long Duration’ and set ‘Input Fields’ to ‘Vendor.’ If you wish, you can add more attributes to check whether specific Resources or Product Types are causing processing delays:
Output options #
1. Sentence (default option)
- Output on the left shows Vendors with the highest number of cases with long duration.
- Output on the right shows Vendors with highest likelihood of long duration.
For example, 100% of cases of Vendor003281 have long duration, this Vendor is responsible for 9.8% of all cases with long duration, and this Vendor is 1.65 times more likely to have long duration than other Vendors.
2. Chart: Outcome Value visually represents Vendors with the highest number of cases with long duration, bar length represents the total number of cases.
3. Chart: Outcome Likelihood visually represents Vendors with the highest likelihood of cases with long duration.
Example 2 #
Let’s investigate what could be the root causes of late payments in 2020. We will add two filters to define the cases with the outcome to analyse.
First, we add a ‘Time Period’ filter to select cases that happened in 2020:
Second, we add a ‘Cases with Attribute’ filter to select cases with ‘Payment Timeliness’ greater than 30 days:
Third, in Root Cause Analysis settings we set ‘Number of filters’ to ‘2’ since the outcome we are trying to analyse is defined by 2 filters. Also, we specify our outcome name as ‘Late Payments’ and set ‘Input Fields’ to multiple attributes we think might be the causes of late payments: