This guide is designed to provide you with practical insights into maximizing the capabilities of EPC’s AI for process improvement.

In this guide, we will delve into the AI process improvement, providing insights on how to get started, effectively utilize this feature, and offer basic use cases and example prompts to guide your interactions with the AI.

Introduction to Process Improvement Feature

Enhance your organizational processes by identifying gaps, inefficiencies, and errors within your existing workflows with the Process Improvement feature. This versatile tool enables organizations to analyze their processes effortlessly and receive tailored suggestions for optimization. Users also have the option to directly interact with the AI, making specific changes with ease.

Getting Started

Before using the Process Improvement feature, ensure that the AI capabilities have been configured by your System Administrator. To learn how to configure the AI, please refer to this guide.

How to Use the AI Process Improvement

Users can choose between two actions, either ‘Suggest Improvements’ or ‘Write Improvements

Suggest Improvements

This option enables the AI to analyze your processes and suggest relevant improvements that can be implemented instantly.

How it works

  1. Navigate to the desired process.
  2. Click on the ‘Tools’ menu
  3. Select ‘Suggest Improvements
  4. The AI will review the entire process and identify areas of improvement.
    • At this step, users have the ability to modify the proposed changes if needed.
  5. Click ‘Execute’ to implement the changes.

Write Improvements

This option empowers users to input their desired changes, and the AI will implement these changes automatically.

How it works

  1. Navigate to the desired process.
  2. Click on the ‘Tools’ menu
  3. Select ‘Write Improvements
  4. Input your custom request in the text box provided. Refer to the following use cases and example prompts for guidance on what to write.
  5. Click ‘Execute’ to initiate the changes.

Use Cases and Example Prompts

Below, we present basic examples of actions that users can request from the AI. These examples serve as foundational building blocks for users to initiate various adjustments and modifications to their processes.

Action Example Prompts
Add a Flow Object
  • Add a gateway named ‘X’ after the ‘Y’ task.
  • Add a start event named ‘X’ before the ‘Y’ task.
Add a Lane
  • Add a lane in which ‘X’ is the responsible resource.
Add a Role/Resource
  • Add a role named ‘X’ in the ‘Y’ lane.
Change Task Name
  • Change the name of task ‘X’ to ‘Y’.
Change/Add Flow Objects Responsible Role/Resource
  • The role responsible for the ‘X’ task is ‘Y’.
Delete a Flow Object
  • Delete the end event.
  • Delete the ‘X’ task.
Delete ALL Flow Objects
  • Delete all flow objects assigned to ‘X’.
Delete a Role
  • Delete the role named ‘X’.
Move a Task
  • Move the ‘X’ task to the ‘Y’ lane.
Replace Role
  • Replace the role ‘X’ with ‘Y’.

Users also have the capability to request operational enhancements tailored to their specific requirements or compliance needs. Whether aligning with industry standards like ISO or regulatory frameworks such as HIPAA, users can prompt the AI to implement precise adjustments ensuring process compliance and optimization.

Here are a couple of examples:

Category Example Prompts
Compliance
  • Add a control step to make sure the process aligns with the ISO9001 standard.
  • Include a security incident response protocol to meet NIST cybersecurity framework standards.
  • Incorporate a data retention policy to comply with GDPR requirements.
Operational Efficiency
  • Simplify the process.
  • Insert a customer feedback task to gather insights for continuous improvement.
  • Add a validation step to verify customer data accuracy before processing orders.
Customer Experience
  • Add a privacy impact assessment step to ensure compliance with CCPA regulations.
  • Insert a documentation step to record customer preferences and requirements for future reference.
Risk Management
  • Integrate a risk assessment checkpoint to identify and mitigate potential risks.
  • Include a decision point to review and approve high-value purchase orders.
  • Insert a patient consent verification task to comply with HIPAA consent requirements.
Training and Development
  • Add a training module ensure new hires are equipped with necessary skills.
  • Integrate interactive modules and quizzes in the onboarding process to assess new hires’ understanding of key concepts and ensure they acquire necessary skills efficiently.
Stakeholder Engagement
  • Incorporate a feedback task to gather input from higher-up stakeholders.
  • Add a meeting step where employees and managers can openly discuss organizational goals, challenges, and ideas for improvement.

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