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Our Methodology

Portfolio
Process Mining.

Three metrics. Eight diagnostic patterns. One framework that turns process mining from a one-off project into a repeatable discipline for every process, every application, and every investment decision.

DWR

Digital Work Ratio

What % of work happens on-system?

How much of your process runs through the system versus around it? DWR quantifies off-system work: the email approvals, personal spreadsheets, and workarounds that are invisible, uncontrolled, and expensive.

< 40% Immature
60 – 80% Good
> 80% Leading
CTS

Cost to Serve

What does one transaction actually cost?

The fully-loaded cost to process one invoice, one purchase order, one hire. CTS connects operational performance directly to financial outcomes in a language CFOs speak.

Bottom quartile 3x+ benchmark
Median APQC range
Top quartile Best practice
CTE

Cycle Time Efficiency

What % of elapsed time is actual work?

A purchase requisition takes 12 days but only 4 hours is actual processing. CTE exposes this: typically 90–95% of process time is non-value-added. A process design problem with direct working capital implications.

< 5% Severe
10 – 20% Optimised
> 20% Lean

Same Data,
Every Executive

Portfolio Process Mining gives every executive the same conversation. No more finance talking budgets while IT talks technical debt and operations talks headcount.

CFO
"What does this cost us?"
Cost to Serve
COO
"Why does this take so long?"
Cycle Time Efficiency
CIO
"Why aren't they using the system?"
Digital Work Ratio
CEO
"Where should we invest?"
All three, portfolio view

Eight Patterns,
Eight Interventions

Three binary states (high or low) across three metrics produce eight distinct diagnostic patterns. Each demands a fundamentally different intervention. The matrix prevents the most common mistake: applying the wrong fix to the right problem.

Redesign
Low DWR + High CTS

Process is broken. Fundamental re-engineering needed before any system investment. Don't automate a mess.

Automate
High DWR + High CTS

System works but it's expensive. Simplify, then automate. RPA and intelligent automation after complexity is removed.

Investigate
Low DWR + Low CTS

The workaround might be better than the system. Investigate before forcing adoption. Evaluate shadow IT rationally.

Optimise
High DWR + Low CTS

Good shape. Protect and scale. Use as the internal benchmark. Fine-tune for marginal gains.

DWR ↑ CTS ↓ CTE ↑

Protect & Scale

Best-in-class. System is used, cost is competitive, cycle time is efficient. Document as reference model and roll out to other regions.

DWR ↑ CTS ↓ CTE ↓

Streamline Flow

System is used and cost-effective, but elapsed time is dominated by waiting. Approval chains, batch jobs, or handoff delays are the bottleneck.

DWR ↑ CTS ↑ CTE ↑

Simplify

Over-engineered. People use the system and it moves fast, but too many steps, controls, or approval layers make it expensive. Strip back to the happy path.

DWR ↑ CTS ↑ CTE ↓

Redesign & Automate

System is used but poorly designed. Expensive and slow. Redesign the process first, then automate. Eliminate rework loops and unnecessary handoffs.

DWR ↓ CTS ↓ CTE ↑

Evaluate Shadow IT

People work off-system but found a way to do it cheaply and fast. The workaround may actually be better than the system. Investigate before intervening.

DWR ↓ CTS ↓ CTE ↓

Low-Priority Dormant

Off-system, slow, but cheap. Under-invested and possibly low-volume. Assess criticality first. If volume is growing, intervene. Otherwise, leave it.

DWR ↓ CTS ↑ CTE ↑

Adopt & Train

Skilled people doing manual work fast but expensively. They bypass the system because they're faster without it. Fix UX barriers that drove people away.

DWR ↓ CTS ↑ CTE ↓

Re-engineer

Everything is broken. Off-system, expensive, and slow. Highest-priority intervention. Don't optimise; rebuild. Challenge whether the application is fit for purpose.

Build Once,
Scale Everywhere

Start with one high-value process. Establish the measurement standard. Then apply the same three metrics and methodology across the entire portfolio.

01

Baseline

Measure DWR, CTS, CTE for 2–3 target processes. Two-week sprint.

02

Target

Compare to APQC/Hackett benchmarks. Set realistic 90-day and 12-month targets.

03

Act

Every intervention answers one question: which metric does this improve, and by how much?

04

Verify

Continuous metric updates from event logs. If metrics don't move, the intervention didn't work.

05

Expand

Roll the same framework to the next process, the next business unit, the next region.

💰

Procure-to-Pay

POs, invoices, GR matching

📈

Order-to-Cash

Sales, delivery, billing, collections

📚

Record-to-Report

Journals, reconciliation, close

👥

Hire-to-Retire

Onboarding, transfers, separations

💲

Payroll

Master data, runs, corrections, costing

📄

Download the Full Framework

The complete Portfolio Process Mining paper: all three metrics, eight diagnostic patterns, intervention examples, and the continuous improvement methodology.

Get the Paper

Start With a Baseline Sprint

Select 2–3 high-value processes. We extract event logs, validate data quality, and calculate DWR, CTS, and CTE. Two to four weeks. Fixed fee. Quantified improvement roadmap.

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