Capturing Client Demand &
Basic Process Analytics
The Supply and Client Demand Analytics feature is designed for process-focused team leaders who value data-driven decision-making. This workbench allows teams to conduct in-depth analyses of their processes, exploring how various factors such as hourly, weekly, seasonal, and cyclical patterns impact business operations. By understanding these patterns, teams can better align their processes with demand, optimize resource allocation, and anticipate challenges. This feature also ties back to the initial talent differentiators identified during the company setup phase, providing a holistic view of how processes interact with workforce competencies. It's an excellent tool for fostering strategic discussions, driving process improvements, and ultimately enhancing organizational performance.
Start Here!
Client Demand Mapping 2-Min Explainer Video
In this video, Celine Zito demonstrates the application of the Presto Process Heatmap to analyze the payslip management workflow within the Finance team. Through this analysis, she identifies high-risk periods associated with understaffing on specific days of the week and pinpoints seasonal peaks in client demand that place additional pressure on the team.
Capturing Client Demand & Basic Analytics
1. Click on the team for which you would like to capture
client demand and add analytics to it's processes
2. Click here to access the Process Heatmap Workbench
3. Welcome to the Process Heatmap Workbench!
Click here to change the process delivery frequency
4. Click here to access the process analytics panel
5. Complete the analytics survey for known process information
Tip: Heat maps are intuitive and highly effective tools that enable
process owners and team leaders to clearly illustrate to their organizations
where staffing shortages and resource gaps are likely to have the greatest impact.
6. Click here to map weekly client demand.
7. Click here to include a strategic note highlighting potential pitfalls to be mindful of on Mondays.
8. Add note & save
9. Complete the Monthly demand heat map to highlight risks from seasonal
seasonal fluctuations in client demand. Add notes where applicable
