Process mapping software
Map a process once, as deep as the work goes.
Start from a document, a description or a blank canvas. Break any activity into its own sub-process, and see exactly which activities are missing instructions.
Turn SOPs into process maps
Four ways to start
Every way ends in the same map.
Upload a document
We find every process inside it. You pick which to build.
- ✓Business Current Account Opening
- ✓Account Closure and Final Settlement
- Request a new laptop
Describe the process
Say how the work is done. We draft it for you to correct.
- Upload a documentWe find every process inside it. You pick which to build.
- Describe the processSay how the work is done. We draft it for you to correct.
- Suggest from a promptName the process. The AI drafts one for you to edit.
- Start on a blank canvasDraw it yourself, as deep as the work goes.
Suggest from a prompt
Name the process. The AI drafts one for you to edit.
- Upload a documentWe find every process inside it. You pick which to build.
- Describe the processSay how the work is done. We draft it for you to correct.
- Suggest from a promptName the process. The AI drafts one for you to edit.
- Start on a blank canvasDraw it yourself, as deep as the work goes.
Start on a blank canvas
Draw it yourself, as deep as the work goes.
- Upload a documentWe find every process inside it. You pick which to build.
- Describe the processSay how the work is done. We draft it for you to correct.
- Suggest from a promptName the process. The AI drafts one for you to edit.
- Start on a blank canvasDraw it yourself, as deep as the work goes.
Work instructions
Everything about an activity, in one place
Who, when, how and why, and everything someone needs to do it.
Capture each authorised signatory and the signing combination the resolution requires
Test that an instruction outside the combination is refused before releasing the account
Attach the resolution and any Legal Counsel ruling to the account record
Where the system cannot enforce the combination, hold the account closed and refer to Retail Operations
Load and test the signing powers
- Who does it
- Operations Officer
Before you start
Before the account can be used
How to do it
- Capture each authorised signatory and the signing combination the resolution requires
- Test that an instruction outside the combination is refused before releasing the account
- Attach the resolution and any Legal Counsel ruling to the account record
- Where the system cannot enforce the combination, hold the account closed and refer to Retail Operations
Why it matters
Signing powers on paper the system does not enforce are a list of names
Drill-down processes
Big processes, broken into small ones
Decisions and hand-offs
Every route goes somewhere
Each output names where the work goes next. One with nowhere to go is flagged.
Logic check
Nothing missing goes unnoticed
Finds unclear triggers, missing instructions and dead ends, and suggests the fix.
Versions and approvals
From draft to the version everyone follows
One live version at a time. Changes go through review.
- Draft
Authors draft
The live version stays in force while you edit.
- In review
Reviewers approve
They check the draft before it goes live.
- Changed
Readers are told
Everyone affected is told which activities changed.
All features
Process mapping, feature by feature
Four ways to start
Upload a document, describe the work, suggest from a prompt or draw it.
See how it works →Who, when, how and why
Every activity answers four questions.
See how it works →Decisions and hand-offs
Name each way out of an activity, mark the preferred route and hand work on to another process.
See how it works →- Sub-processesBreak any activity into its own process, as deep as the work goes.→
- Work instructionsWrite them, attach a file or link a SharePoint document, which is watched for new versions.→
- Screens with markersScreenshots of a system with numbered markers, captions and blur. Their words can be searched and asked about.
- Role lanesSee the map laid out by who is accountable.
- Your org chartDepartments, teams and roles in one chart. Read it from a document or sync it from Microsoft.
- Cost and timeCost and time per run, value-add or waste, and candidates for automation.
- Outcomes and deliverablesWhat a process should achieve, with targets, and what it produces.
- Your own fields and listsCustom fields in groups, and one approved list of the systems you use.
- My workReviews, feedback and unfinished activities in one list for authors and reviewers.