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Glassbox

1
min read
October 9, 2019

Tech: Process Builder 2.0 (Tasks)

 Bilal Qureshi

Bilal Qureshi

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Hello Partners

What Was Happening Before?
The whole process of completing Instances was a black box, especially in the operating stage, we had no visibility over the process and working of a single instance and system was not learning with this, Automation of Instance process was also a challenge because a process has no granularity.

What's Happening Now?
Introducing  Tasks tab in Instance view:
- Now we have a Task tab by which we can distribute an Instance into subparts/fractions
- We can give a name and meaning full description to an individual fraction of an Instance  
- We can track, assign each fraction individually
- More importantly, now we have visibility and ability to create not only subparts but also go towards Automation in a systematic way  

Impact:
Some of the direct impacts are:
- Visibility into our process
- start of standardization
- systemic learning
- ID'ing more relevant training opportunities based on tasks

Our current DAL design needs an overhaul to accommodate new features like this one. Adam, Kamron, Chris, and Tim met earlier this week to discuss

Thanks and have a great day
Onwards


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