What-If Analysis is a feature that allows you to safely experiment with making changes within the workflow to see if they can drive better outcome results using historical data.
- To start, determine which workflow you would like to improve results -- e.g. your onboarding workflow has too many entities going to manual review and you'd like to decrease that number.
- In the workflow, click the three vertical dots menu to the "What-If Analysis" option.
If the What-If Analysis option is greyed out and has a tooltip beside it, your workflow might not qualify for What-If Analysis at the moment. See more below on reasons the Workflow does not yet qualify for What-If Analysis, under the "Workflow Requirements for What-If Analysis" section of this article. - Change the threshold logic on any existing data source, then click the "What-If Analysis" link in the top navigation to open the panel.
- To see the impact of the change you just made, click the Run analysis button.
Sample Analysis after the Run Analysis button has been clicked:
Workflow Requirements for What-If Analysis
The following conditions must be met to run What-If Analysis against the workflow:
"Make sure your new workflow is saved"
- To save your workflow, click the "Save" button on the top right corner of the toolbar
"Start running evaluations through so we can start collecting data" which will happen automatically after saving your workflow
- In order to properly analyze your workflow, we need adequate data!
- We need at least 2 live evaluations sent to the workflow version being edited; sandbox evaluations are not supported.
How to read your results
- Black bar = current rate for each outcome
- Purple bar = What-If Analysis rate for each outcome
- A bold percentage above an outcome indicates a percent change for any deltas
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