Create a business journey

Create a business journey to view a visual representation of the steps users take to complete a specific business objective.

A business journey provides a visual representation of the steps users take to complete a specific business objective. Create journeys using automatic discovery or manually create a journey to maintain more precise control over each event. Business journeys use data from Splunk APM and Splunk RUM to visualize and optimize your business processes.

Prerequisites

  • You must have recent Splunk Real User Monitoring (RUM) or Splunk Application Performance Monitoring (APM) data to use when creating business journeys.

  • Ensure your RUM or APM data includes a correlation attribute that identifies the business process you want to follow.

Automatically discover a business journey

Automatic business journey creation allows you to generate a journey map by describing your business intent. The system analyzes your data patterns to suggest the most relevant journey steps.

  1. Navigate to the Business Journeys page.
  2. Select Create business journey.
  3. Select Auto-Discover Business Journey.

  4. Select Discover journeys from one one of the listed correlation tags. Correlation tags are attribute values shared by related RUM or APM events. This data is analyzed to generate a consolidated business journey with milestones.

  5. Review the discovered milestones and the associated metrics to validate whether they accurately reflect your workflow. The discovered milestones display a preview of the count and conversion data.

  6. After you complete reviewing the discovered journeys, select the discovered journey and select Add Journey.

A milestone in a business journey is an event marking a significant stage in a business workflow. For example, in a loan application process, the first milestone might be a user submitting a loan application.

Once you add a journey, select the journey from the Business Journeys page and select Activate to begin running the journey in your environment.
Note: You can only select one journey from the discovered journeys. Once you add a journey, you cannot view the other discovered journeys unless you run the auto discovery process again.

Create a journey manually

Manually create a journey when you have a well-defined business process and need to map specific events to defined outcomes.

  1. Navigate to the Business Journeys page.
  2. Click Create business journey.
  3. Select Create Business Journey Manually.
  4. Enter the following fields:

    1. Environment: The environment to filter for relevant events

  5. Add a milestone.

Business journey states

A business journey has a state field that controls whether it is actively processing events:

  • Enabled — The journey is active; incoming traces and spans are matched against the milestone configuration, and journey events are generated in real time.

  • The configuration also includes a mode field (for example, Regular) that determines the journey processing behavior.

Add transition ID

Note: You can only add a transition ID to the last milestone in a business journey.
Add a transition ID after you create your business journey by selecting the Add Transition ID button. You can then connect to other business systems (for example, shipping logistics after order placement) using the transition ID.

Add business KPIs

You can define a single top-level business metric that's displayed in the Business Journey overview page.

Select a calculation method for your custom metric:

  • Sum: for example, total revenue associated with the journey

  • Average: for example, average order value

  • Count: for example, number of journey instances engaged with a step

Define the specific milestone and event to calculate, and select Done.