Pick & packWarehouseHOWInstructions missing
On the author’s to-do listGaps are visible, not silent
Unfinished activities show on the map and land on a to-do list.
The intelligent operations manual
Map your process once. Everyone knows how.
Turn your SOPs into a process map and a step-by-step manual for every role.
✓Role-based access✓Microsoft sign-in✓Every version on record
How2MapItOrder fulfilment
OperationalStartSales
Receive order
- When
- Customer places an order
- How
- Open the order intake form…
- Why
- Order captured in system
Stock available
OperationalWarehouse
Pick & pack
- When
- Stock availability confirmed
- How
- Instructions missing
Why process documentation fails
Writing it down was never the hard part.
A clean procedure takes an afternoon. The hard part is knowing it’s followed, and that people know when it changed.
Nobody knows who’s read itA procedure on a shared drive isn’t proof anyone follows it.
Old versions get lostWhich version applied in March, and who approved it?
No one signs off the final versionSomeone has to say: this is the one we follow now.
Turn SOPs into process maps
Start from whatever you have
A document, a description, a name or a blank canvas.
Work instructions for every activity
An activity nobody can follow isn’t a process.
Every activity answers four questions.
Who, when, how and why- WHO
- is responsible: a role or a team, never a person’s name
- WHEN
- triggers it: the event that starts this activity
- HOW
- it is done: the work instruction someone follows
- WHY
- it exists: the outcome that proves it worked
OperationalActivity 2 of 2
Pick & pack
- WHO
- Warehouse
- WHEN
- Stock availability confirmed
- HOW
- Instructions missing Unfinished
- WHY
- Orders ship to the right address, first time
OperationalThe work itself: who does it, when and how.
ComplianceThe rules and checks this activity must meet.
ImprovementIdeas and fixes people have raised for this activity.
Process editor and operations manual
One process. Two audiences.
One source of truth for the people who design the work and the people who do it.
AI
AI that drafts, checks and answers from your processes.
Connect the AI assistant your team uses, and the assistant works from your processes too.
- Build from documents
- You pick which processes to build.
- Logic check
- Every activity rated Clear, Needs work or Unclear.
- AI apps
- Read your processes and work on drafts. They can’t publish.
Your AI assistantConnected as you · one company
ConnectedReads
Request a new laptopPublished
- Approve the request
- Line manager
- Approve a non-standard specification
- IT Asset Manager
- ✓Sees only what you can see
- ✓Edits drafts, if you allow it
- ✕Can’t publish or delete
- ✕Can’t remove Not for AI apps activities
A pack of 3 template processesFrom your template workspace
- Business Current Account Opening
- Account Closure and Final Settlement
- Debit Card Issue and Replacement
Each process bringsSub-processesRisksControlsRulesFiles
Client A3 drafts
Client B3 drafts
Client C3 drafts
Each client reviews its drafts. Nothing is published until they say so.
For consultants and partners
Build it once. Apply it to every client.
Group your template processes into packs and apply a pack to each client as drafts. The client keeps control of your access.
For consultantsFeatures
What you get
Process mapping
- Four ways to start
- Who, when, how and why
- Decisions and hand-offs
AI
- Build from your documents
- Logic check
- AI apps that follow your processes
Operations manual
- Learn your work
- Ask your manual
- Alerts
Compliance
- Read confirmations
- Risks, controls and rules
- Evidence packs
Consultants
- Packs
- Apply a pack
- Work in client spaces
Security
- Access levels
- Access per process
- Microsoft sign-in and sync
Version control and read confirmations
Manuals go out of date. This one shows you where.
Documents fall behind quietly: the work moves and the document doesn’t.
Ask these about your documents today
01
When an activity changed, how did people find out?
02
Who has read the current version, not just received it?
03
What was the process in March?
↻
Business Current Account Opening 1 changedOpen the account and load the signing powersVersion 5 → 10
Changes reach the right people
Each reader sees which of their activities changed.
This is unclearOn: Open the account and load the signing powers
→ Sent to the team responsibleYour team can flag problems
Anyone can flag an activity, and the flag goes to the team responsible.
Phone app
Your part of the work, in your pocket.
Your processes in the order you do them. Read, confirm and send feedback, even offline.
iPhoneAndroidWorks offline
Changed since you confirmed itOpen the account and load the signing powersBusiness Current Account OpeningRead and confirm
To do 3Changed 1All 3
Business Current Account Opening0 of 1 confirmedChanged
Request a new laptop0 of 3 confirmed
In Account Closure and Final SettlementCommitments and Balances0 of 3 confirmed