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Workflow glossary

4 min read

 1. Workflow

The sequence of tasks and processes through which work is completed in an organization. It typically involves both manual and automated actions to achieve a specific outcome.

2. Data Integration

The process of combining data from different sources into a unified view, which is crucial for workflows that involve data analysis.

3. Automation

The use of technology to perform repetitive tasks without human intervention, streamlining workflows and improving efficiency.

4. Data Pipeline

A set of processes for collecting, storing, and processing data from source to final destination, often including steps like cleaning, transformation, and analysis.

5. Task Management

Organizing and managing specific tasks in a workflow to ensure they are completed efficiently and on time.

6. Business Process Management (BPM)

A method used to define, analyze, and optimize business processes, including workflows, for greater efficiency and performance.

7. ETL (Extract, Transform, Load)

A data processing workflow that involves extracting data from various sources, transforming it into the necessary format, and loading it into a data warehouse for analysis.

8. Data Cleansing

The process of identifying and rectifying errors or inconsistencies in the dataset to ensure quality and accuracy before analysis.

9. Decision Support System (DSS)

A system designed to assist with decision-making processes by providing access to relevant data and analysis within workflows.

10. Business Rules

The specific conditions and criteria that guide decisions within a workflow to ensure consistency and alignment with business objectives.

11. Workflow Automation Tool

A software application that helps automate tasks, manage workflows, and track progress in real-time.

12. Approval Workflow

A process that requires approval at certain stages of a workflow, such as document review or financial decisions.

13. SLA (Service Level Agreement)

An agreement that defines the expected performance standards for workflows, such as time-to-completion or quality benchmarks.

14. Bottleneck

A step in a workflow that causes delays, limiting the overall performance or throughput of the process.

15. Process Mapping

The visual representation of a workflow that outlines each step, decision point, and action.

16. Parallel Processing

The simultaneous execution of tasks or steps within a workflow to improve speed and efficiency.

17. Workflow Optimization

The process of improving workflows to make them more efficient, reducing delays, and enhancing performance.

18. Task Assignment

The distribution of tasks within a workflow, assigning responsibility to the appropriate team member.

19. RPA (Robotic Process Automation)

The use of software robots to automate repetitive tasks within workflows, enhancing efficiency.

20. Collaboration Tools

Software applications that enable team members to collaborate effectively within a workflow, such as messaging, document sharing, and task tracking tools.

21. Feedback Loop

A system within a workflow where the output of a process is used as input for future steps, often to improve or adjust actions.

22. Data Warehouse

A centralized repository for storing and analyzing data, typically used in BI workflows to provide insights for decision-making.

23. Data Visualization

The process of representing data through charts, graphs, and dashboards to make insights from workflows more accessible and understandable.

24. Key Performance Indicators (KPIs)

Metrics used to measure the success and effectiveness of workflows, often aligned with business goals.

25. Process Automation

The use of software to perform tasks that would normally require manual effort, improving efficiency in workflows.

26. Cloud Computing

The use of remote servers to store and process data, often used in workflows to handle large-scale data processing without requiring significant on-premise infrastructure.

27. Real-Time Data

Data that is updated and available immediately, allowing workflows to react to current information and provide up-to-date insights.

28. Reporting Workflow

The series of steps taken to gather, analyze, and present data through reports to stakeholders.

29. Data Mining

The process of analyzing large datasets to identify patterns, trends, and relationships, often used in workflows to extract valuable insights.

30. Audit Trail

A record that logs every action taken within a workflow, providing transparency and accountability for all tasks.

 

These terms form the foundation of understanding workflows in the context of Business Intelligence and help users get a clearer view of how BI processes can be optimized to create more efficient business operations.

Tips for Successful (BI) Workflows

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