Process and task mining
Technical Sales Level 3 demo

DEMO OVERVIEW  
Scenario overview This demo shows how IBM’s process mining capabilities are used to discover and analyze business processes and identify areas for improvement. A customer account closing example is used to showcase how process mining helps an organization meet regulatory requirements while also reducing process execution cost.
Demo products Cloud Pak for Business Automation
Demo capabilities Process mining; Task mining
Sales guidance Download the sales guidance document here.
Demo intro slides Download the Introduction and Overview slides here. This is a short deck of customer-facing slides that sets the context for the demo.
Demo script A complete demo script is on the second tab above. You can download a printer-ready PDF of the demo script here.

This demo script has multiple tasks, that each have multiple steps. In each step, you have the details about what you need to do (Actions), what you can say while delivering this demo step (Narration), and what diagrams and screenshots you will see.

This demo script is a suggestion, and you are welcome to customize based on your sales opportunity. Most importantly, practice this demo in advance. If the demo seems easy for you to execute, the customer will focus on the content. If it seems difficult for you to execute, the customer will focus on your delivery.
Sales enablement video View the enablement video here. This video is for enablement purposes only (IBMers and Business Partners) and is not customer-ready.
How to get support • Open a support case at IBM Technology Zone Help regarding issues with reserving and provisioning Tech Zone environments.
• IBMers, contact #ba-techlcd-support regarding issues with setting up and running this demo.

INSTALL THE DEMO

1 - Provision a Technology Zone demo environment


  1. Reserve a Technology Zone demo environment here.

  2. On the reservation form, be sure to select Enable for VPN Access.



  3. Wait until your reservation status is ready, and then access your Technology Zone environment using the link in the reservation email. You may also use the IBM Technology Zone’s My Library → My Reservations page. (You can either keep refreshing the My Reservation page or wait for a confirmation email.)

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PREPARE TO GIVE THE DEMO

1 - Open the IBM Process Mining workspace


Use the TechZone published services to open the IBM Process Mining workspace in a browser on your local computer:

  1. Find the publish services at the top of your TechZone reservation page:

  2. In your local web browser, enter the Process Mining Web Client URL appended with /signin#!

  3. Sign in using ‘maintenance.admin’ for the Username and ‘IBMDem0s!’ for the Password.

  4. From the Process mining workspace, click the Account Closure tile.



  5. Click the Manage tab (1) and then Data source (2) from the left navigation panel. The Data source tab is now open, and you’re ready to give the demo.

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2 - Alternate remote desktop configuration


  1. Use MS Remote Desktop App (available on the Mac App Store and Microsoft Windows Apps store) to create a Remote Desktop instance using the RDP Published Service.
  2. Locate the RDP Published Services in your reservation.
  3. Enter the Published Service URL for PC name.
  4. Enter ‘Administrator’ for the Username and ‘IBMDem0s!’ for the Password. Click Log in.

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Click here to go to the Demo script on the next tab.