Portfolio Process Mining
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Our methodology

Portfolio
Process Mining.

Four metrics. Eight patterns. One framework that works the same way for every process, every application, and every investment decision. Not a one-off project. A discipline.

DWR

Digital Work Ratio

What % of work happens on-system?

How much of the work runs through the system, and how much around it. DWR counts the off-system work: email approvals, personal spreadsheets, workarounds. Invisible, uncontrolled, expensive.

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

Cost to Serve

What does one transaction actually cost?

The fully loaded cost of one invoice, one purchase order, one hire. CTS puts operations in the language your CFO already speaks.

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. The actual work takes 4 hours. CTE exposes the gap: typically 90–95% of process time is waiting, not work. That gap ties up your working capital.

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

First Time Right

What % complete without rework?

The quality gate. FTR shows how much work gets done twice — the corrected invoice, the re-run requisition, the second-pass approval. Below 75%, quality is being checked too late. It matters most when an agent runs the process at machine speed.

< 75% Late checks
85 – 95% Healthy
> 95% Agent-ready

Every executive reads
the same numbers.

Four metrics, one 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
Risk & Compliance
"How often do we have to redo it?"
First Time Right
CEO
"Where should we invest?"
All four, portfolio view
Portfolio Process Mining

Four metrics. Eight patterns. Tap any pattern to see the intervention.

High or low on DWR, CTS and CTE gives eight patterns in four quadrants, each with a matched intervention. FTR flags quality risk across all of them.

DWR
Digital Work Ratio
What share of work happens on-system, not around it.
CTS
Cost to Serve
The fully-loaded cost to process one transaction.
CTE
Cycle Time Efficiency
Elapsed time that is real work versus queues and handoffs.
FTR
First Time Right
Share of cases that complete clean, with no rework.
Cost to Serve ↑
Digital Work Ratio →
Works on touch and keyboard — no hover required. A high DWR is the gate to agentic AI.

Eight patterns.
Eight different fixes.

The four metrics combine into eight diagnostic patterns. Each needs a different intervention. The matrix stops the most common mistake: the wrong fix on 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

The reference model. System is used, cost is competitive, cycle time is efficient. Document it and roll it 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 it once.
Run it everywhere.

Start with one process that matters. Set the measurement standard. Then run the same four metrics across the whole portfolio.

01

Baseline

Measure DWR, CTS, CTE, FTR 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

📄

Want the whole framework?

The complete Portfolio Process Mining paper: four metrics, eight diagnostic patterns, intervention examples, and the continuous improvement method.

Get the paper

Start with a baseline sprint.

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

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