Business Process

Overview

Business Process Assignment helps you classify discovered applications according to the business function they support. This makes it easier to understand how applications are used across your organization and supports reporting, filtering, and analytics.

For example, you might assign a payroll application to a Human Resources-related business process or an accounting application to a Finance-related process.

AppNavi provides a centrally defined, multilingual list of business processes in English and German. Each discovered application can have one assigned business process.

Who should use this guide?

This guide is intended for AppNavi users responsible for reviewing discovered applications, maintaining application information, or preparing application usage reports.

Use it when you need to:

• Classify a discovered application by its business purpose.
• Correct an existing business process assignment.
• Improve the consistency of application reporting.
• Filter or export application information by business process.

Before you start

Make sure you have:

• Access to the AppNavi Portal.
• Access to the Discovery section and the relevant discovered application.
• Permission to edit the application's information.
• Enough information about the application's purpose to select an appropriate business process.

Recommended: Check how the application is actually used within your organization before assigning a process. Do not select a category based only on the application's name if its business purpose is unclear.

How business process assignment works

• Business processes come from a centrally defined list.
• Each discovered application can have one assigned business process.
• The assignment is maintained individually for each application in Discovery.
• Business process assignments are not inherited from App Catalog entries.
• Business process information can be used in Discovery tables, filters, dashboards, and exports.

The available list includes English and German labels. The business process is intended to describe the application's business function, not necessarily the department that owns it.

Step 1: Open the discovered application

1. Sign in to the AppNavi Portal.
2. Open Discovery.
3. Navigate to App Overview.
4. Find the application you want to classify.
5. Select the application and open its edit dialog.

Expected result: The application's editable information is displayed.

Step 2: Assign a business process

1. Locate the Business Process dropdown in the edit dialog.
2. Review the available options.
3. Select the process that best represents the application's business function.
4. Save your changes.

Choose the closest suitable option from the predefined list. The list is centrally defined, so you select from the available processes rather than creating a new process for an individual application.

Example business process categories

The documentation identifies the following example categories and associated functions:

The complete predefined list contains 14 categories covering major business functions.

Expected result: The selected business process is saved for the application.

Step 3: Verify the assignment

After saving:

1. Return to the App Overview table.
2. Locate the application you edited.
3. Confirm that the selected business process appears in the table.
4. If the assignment is missing or incorrect, reopen the application and review the saved value.

Expected result: The App Overview table displays the intended business process for the application.

If the value is not displayed as expected, confirm that you saved the correct application and that the change was accepted.

Step 4: Use business processes in reporting

Once applications have been classified, use business process information to analyze and organize application data.

Depending on the available report or dashboard, you can:

• Filter application data by business process or category.
• Review business process assignments in the Discovery table.
• Export reports containing business process information.
• Use the classification to support application reviews, compliance activities, and operational decisions.

The documented export formats include Excel and CSV.

Example: If you want to review applications supporting Finance & Accounting, use the available business process filters to narrow the application data. Review the resulting applications to understand which tools support that business function.

Related documentation

• Data Classification — Understand how application data classification is managed in AppNavi.
• Application Metadata Fields — Learn about additional metadata associated with applications.
• Discovery Reports — Learn how to review and export discovered application information.