A team of employees manages invoice processing and payments for their organization.
Each day, the team receives invoices via email. The team reviews the invoices, sends payments, and logs the payments manually in a shared spreadsheet.
Where is the best opportunity for automation in this manual process?
Answer : D
The best opportunity for automation in the manual process described is to leverage Optical Character Recognition (OCR) and workflow tools. OCR can automatically extract data from the invoices received via email, and the workflow tools can automate the review process, checking the data for accuracy, processing payments, and prompting employees only when exceptions are found.
OCR and Workflow Tools Overview:
OCR technology converts the text in scanned documents or images into machine-readable data, which can be automatically processed.
Workflow tools in Appian can then route the extracted data through a series of steps, automating tasks like data entry, validation, and payment processing.
Automating these steps reduces manual effort, minimizes errors, and ensures that invoices are processed more efficiently.
Why Not Other Options?:
A . Robotic Process Automation (RPA) for thank you messages: This is a less critical part of the process and does not significantly reduce manual work.
B . Creating a task for manual input: This still involves manual data entry, which does not fully utilize automation potential.
C . Macro in the shared spreadsheet: This provides minimal automation and doesn't address the root of the problem, which is manual data entry.
References:
Appian Documentation on OCR Integration: OCR in Appian
Appian Workflow Automation Guide: Automating Processes in Appian
By using OCR and workflow tools, the organization can significantly reduce manual processing time and increase the accuracy of invoice handling.
Which Appian object's primary purpose is to define the structure of related data for use in a process model?
Answer : A
A Custom Data Type (CDT) in Appian is primarily used to define the structure of related data. It represents a structured data type composed of multiple fields, and it is often used in process models to define the shape of data that will be passed between different activities or stored in the database.
Custom Data Type (CDT) Overview:
CDTs allow developers to define a complex data structure that can include various data types, such as text, numbers, dates, and even nested CDTs.
They are essential for passing structured data within a process model and between Appian applications and external systems.
Why Not Other Options?:
B . Record: Used to represent a view of data from an external or internal source, focusing on displaying and interacting with that data rather than defining its structure.
C . Constant: Stores a fixed value that can be used throughout the application, but it does not define complex data structures.
D . Expression Rule: Encapsulates logic and calculations but does not define data structures.
References:
Appian Documentation on Custom Data Types: Custom Data Types (CDT)
Using CDTs ensures that the data used within process models is structured and consistent, enabling robust data handling across the application.
Which three use cases are best suited for implementation with Appian?
Answer : A, C, E
A use case that requires integrations with different systems (A): Appian is designed to integrate seamlessly with various external systems, making it suitable for use cases that involve data exchange or communication between multiple systems. This capability allows for the creation of comprehensive and connected business processes within a single platform. Reference: Appian Integration Capabilities
A use case that requires multiple approval workflows (C): Appian excels in automating and managing complex business workflows, including those that require multiple layers of approval. Its workflow engine supports the orchestration of tasks, ensuring that the right people are involved in the process at the right time. Reference: Appian Workflow Automation
A use case that requires reporting and displaying graphs (E): Appian provides robust reporting and analytics capabilities, allowing users to create detailed reports and visualizations. This makes it an ideal choice for use cases where data needs to be reported and visualized effectively. Reference: Appian Reporting and Analytics
Review this image:
AND, OR, XOR
What is this group of BPMN symbols called?
Answer : B
In BPMN (Business Process Model and Notation), the symbols AND, OR, XOR are categorized as Gateways. Gateways control the flow of processes by determining which path to follow based on certain conditions. They are essential in managing the decision points within a process, directing the flow based on the logic defined in the process model. Reference: Appian Documentation - BPMN Gateways
You are trying to decide between using a side-by-side layout or a column layout.
Which resource should be referred to in order to make sure that best practices are followed?
Answer : A
The Appian UX Design Guide is the appropriate resource to consult when making decisions about layout choices like side-by-side versus column layouts. This guide provides best practices for designing user interfaces in Appian applications, ensuring that the UI is intuitive, responsive, and consistent with Appian's design principles. Referring to the UX Design Guide helps in making informed design decisions that enhance user experience. Reference: Appian UX Design Guide
Note: While other resources like Appian Tutorials, Discussion Boards, and SAIL Recipes are useful for specific cases, the UX Design Guide is the primary reference for best practices in UI design.
You are designing a user interface that requires a confirmation message when the user attempts to delete a row.
Review the image with the confirmation message:
"Are you sure you want to delete the item?"
According to best practices, which button labels should you choose?
Answer : A
According to UI/UX best practices, the button labels in a confirmation dialog should be clear and directly related to the action the user is about to take. 'Cancel' allows the user to abort the action, while 'Delete' confirms the action to delete the item. This approach ensures that the user understands exactly what will happen when they click either button, reducing the risk of accidental deletion or confusion.
According to best practices, which two types of tests should be considered during user acceptance testing (UAT)?
Answer : C, D
Regulation Acceptance Testing (C): During User Acceptance Testing (UAT), it is essential to ensure that the application complies with industry regulations and standards. Regulation acceptance testing focuses on verifying that the system adheres to legal and compliance requirements specific to the industry or region where the application will be used. This ensures that the application meets all necessary regulatory guidelines before going live. Reference: Appian Documentation - Testing and Validation
Functional Testing (D): Functional testing is a critical component of UAT as it verifies that the application's functionality works as expected from the end-user's perspective. This includes validating that all features, workflows, and business processes perform correctly according to the specified requirements. UAT is the final phase where end-users interact with the application to confirm that it meets their needs and performs as intended. Reference: Appian Documentation - Functional Testing
Note: Load testing (A) and platform security testing (B) are important types of tests but are usually conducted during performance and security testing phases rather than UAT. UAT focuses more on ensuring the application meets business requirements and end-user expectations.