Process Analysis
PROCESS ANALYSIS Overview
Welcome to the Process Analysis tab in Bloomfilter.ai! This powerful module provides a high-level, data-driven view of your software delivery processes, helping teams identify inefficiencies, track progress, and align execution with strategic goals. By combining adherence metrics, throughput data, and workflow trends, it empowers engineering leaders, program managers, and product teams to optimize performance proactively.
This field guide breaks down each key component of the Process Analysis page. For each, you'll find:
What it is: A clear description of the feature.
Use Cases: Practical scenarios where it's most helpful.
Why it's Valuable: The business impact and benefits.
Business Value:
Process Analysis gives engineering leaders, program managers and product teams a high-level, data-driven lens across portfolios, teams and boards; combining throughput, cycle time, velocity and capacity insights at the story, task and epic level to proactively identify inefficiencies, balance workloads and drive consistent delivery performance.
Use this guide to navigate the tab confidently and unlock insights that drive better decision-making.
How to Navigate Process Analysis Module
Date Range & Filters
Select Desired Date Range for Analysis
Filter by Scope
Filter by Portfolio (collection of projects)
Filter by Team (projects)
Filter by Boards
Select Data Views
Available Data Views:
Measure Comparison
Capacity
Initiative Overview
Initiative Completion
Initiative Focus
You can also compare data between multiple portfolios, teams, and boards.
Compare Data between multiple Portfolios, Teams, Boards
Located at the top of the Process Analysis page, this panel includes dropdowns for date range (e.g., last quarter, custom periods) and selecting your portfolio (e.g., specific teams, projects, or boards). You can also add or toggle performance measures to overlay on the default graph — options include Decline Change Request, Multiple Point Changes per Task, Defect Ratio, and many others (e.g., cycle time, throughput). Hover over any measure for a tooltip with its definition and purpose.
Export Button: In the top right of your screen, allows users to download the current graph as an image, complete with all selected variables.
Use Cases
Custom Reporting: Select a specific portfolio and date range to generate quarterly reports on process health for stakeholder meetings.
Metric Exploration: Add Defect Ratio and Multiple Point Changes per Task to compare pre- and post-process changes across teams.
Quick Sharing: Download a graph showing throughput trends to share in a Slack channel or email update without manual screenshotting.
Why it's Valuable
These controls make analysis flexible and accessible, allowing you to tailor views to your needs without deep technical setup. They save time on data wrangling, enable real-time experimentation with metrics, and facilitate easy knowledge sharing — ultimately reducing guesswork and accelerating process improvements by 20-30% through targeted insights.
How to Compare Portfolios, Teams & Boards
Select Date Range to Analyze / Compare
Filter by Portfolio (Collection of Projects), Team (projects), Boards
Select Multiple Portfolios, Teams, Boards depending on level you wish to analyze
Select Analysis View:
Monthly Averages: Displays all metrics in table comparison view between selected portfolios, teams, boards.
Key Measures Over Time: Allows users to select individual metrics and compare measures across portfolios, teams and boards over selected date range.
Process Analysis Views Overview
KPI Overview
KPI Overview: Get a quick snapshot of critical metrics — Strategic Allocation, Quality Allocation, Contributors, Total Throughput, Average Cycle Time.
Strategic Allocation
Quality Allocation
Contributors: the number of unique users
Throughput: The number of tasks completed (moved into a done status) over the time period
Average Cycle Time: The average cycle time of work items over the time period.
Measure Comparison
What It Shows: Tracks key performance metrics like Throughput, Velocity, Cycle Time over time.
Why It Helps:
See how portfolio, team, board correlates with team output to ensure teams aren't hitting bottlenecks.
Spot trends, like increased cycle time costs or slowing progress, to make timely adjustments.
Perfect for Agile leads or project managers balancing delivery goals.
Use Case: Process Analysis turns raw project data into clear, visual decisions. Whether you're reporting to stakeholders, coaching teams, or forecasting delivery, this module helps you act faster, waste less, and deliver more.
Filters: The options available for selection in the side-filter are a standard set of metrics and any custom metrics.
Capacity
What it Shows: The Capacity table provides a portfolio-level view of how delivery effort is distributed across teams over a selected date range. It shows each contributing team along with their throughput (Capacity Work Units), velocity (Capacity Points), and overall workload distribution percentage. This allows you to see which teams are doing the most work and how much they contribute relative to the rest of the portfolio.
Use Cases:
Capacity Planning: Identify teams that are over- or under-utilized to inform resourcing and staffing decisions.
Portfolio Reviews: Understand which teams are contributing most to delivery across multiple projects during quarterly or program-level reviews.
Risk Identification: Spot concentration of effort on a small number of teams that could create bottlenecks or delivery risk.
Cross-Team Alignment: Support conversations between product, engineering, and leadership about balancing work more evenly across teams.
Why it’s Valuable: The Capacity table turns delivery data into clear, actionable insight about how work is actually getting done. By exposing workload distribution and team-level contribution, it helps leaders reduce burnout, improve predictability, and make informed trade-offs around priorities and staffing. This leads to healthier teams, more sustainable velocity, and better portfolio-level delivery outcomes.
Initiative Overview
What It Shows:
This interactive table summarizes all active initiatives, displaying columns for status (e.g., In Progress, At Risk), percentage of completion, business value (e.g., estimated ROI or impact score), and start/end dates. Click the arrow next to any column header to filter, sort, or group data — e.g., sort by completion % to prioritize lagging items.
Use Cases
Daily Standups: Filter by status to quickly review "At Risk" initiatives during team huddles and assign follow-ups.
Portfolio Review: Sort by business value to reallocate resources from low-impact to high-value initiatives mid-quarter.
Executive Summaries: Gain a clear, top-down perspective to support portfolio-wide planning. Export filtered views (via platform tools) to highlight overdue initiatives in board reports.
Why it's Valuable
The table transforms raw data into actionable intelligence, providing a snapshot of strategic health that prevents surprises. By enabling fast filtering and sorting, it supports proactive risk management, ensuring teams deliver 15-25% more business value by focusing efforts where they matter most and catching delays early.
Initiative Completion
What it Shows
This visualization converts the Initiative Overview table data into a dynamic graph (e.g., bar or line chart) showing progress across initiatives. It highlights completion percentages over time, with color-coding for status (e.g., green for On Track, red for Off Track), making it easy to spot trends or outliers at a glance.
Use Cases
Progress Tracking: Monitor how completion rates evolve week-over-week to adjust sprint planning.
Benchmarking: Compare completion across portfolios to identify top-performing teams and replicate their practices.
Forecasting: Use the graph alongside date ranges to predict delivery timelines and flag potential misses.
Why it's Valuable
Visuals like this graph make complex data intuitive, reducing cognitive load and speeding up analysis from hours to minutes. It fosters a shared understanding of progress, enabling data-backed decisions that boost on-time delivery rates by up to 40% and minimize scope creep through early interventions.
Initiative Focus
What it Shows
Initiative Focus quantifies the percentage of team effort (based on time, task volume, or story points) dedicated to each initiative. It's displayed as a pie chart or stacked bar in the graph section, showing breakdowns like "60% on Initiative A, 25% on Initiative B," and can be layered with other measures for deeper context.
Use Cases
Resource Allocation: Review focus percentages to ensure high-priority initiatives aren't starved of attention during peak workloads.
Team Balancing: Compare focus across teams to redistribute tasks and avoid silos.
Retrospective Analysis: Analyze historical focus data over a date range to refine future planning and improve alignment.
Why it's Valuable
In fast-paced dev environments, misaligned focus leads to wasted effort — this metric provides transparency into where time is spent, not just what is done. It drives efficiency gains of 10-20% by highlighting imbalances, promoting accountability, and ensuring strategic initiatives receive the bandwidth they need for maximum ROI.
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