Platform capabilities · Ingest
Leverage what you have already built.
Every organization starts from a different place. BusinessOptix accelerates the creation of your connected business model by combining existing documentation, operational data, and the expertise that lives in your people.
Start from what exists, wherever it lives.
Start from the models you’ve already built
Import process models from the tools you use today, and build on them in one connected model.
- BPMN 2.0 and Visio files
- Exports from other process repositories
- Ready to connect to the roles, systems and controls around them
Turn procedures into process models
The platform reads and interprets each procedure, then builds the process model. Your experts review only what needs them.
- Works from your procedures and SOPs, as they are today
- Identifies the roles, systems, controls and rules
- Flags what’s ambiguous or missing, so review is focused
6.1The AP clerkrole creates the payment proposalstep in the ERPsystem every Tuesday.
6.2Rule checksstep run automatically on the proposal.
6.3Any payment to a new or changed bank account must be verified by call-backcontrol before release.
6.4Payments over £25,000rule need approval from the AP managerrole.
6.5Once approved, the bank file is generatedstep and sent to the bank gatewaysystem.
Discover processes from system event logs
Use the events your systems already record to discover how the work actually flows, including its variants.
- How often each path is taken, and how long it takes
- Bottlenecks, rework and delays, from real event data
- Compare what happens with what’s documented
| Activity | Time | |
|---|---|---|
| Case 40213 | Create proposal | Tue 09:02 |
| Case 40213 | Rule checks | Tue 09:03 |
| Case 40213 | Call-back check | Tue 11:47 |
| Case 40213 | Approve payment | Tue 14:10 |
| Case 40214 | Create proposal | Tue 09:05 |
Understand the process without the workshops
The AI interviewer talks to the people who do the work, when it suits them, so you understand the process without scheduling and running face-to-face interviews.
- Your experts set what each interview needs to cover
- The interviewer asks follow-up questions, as an expert would
- The result is a process model for your experts to review
Interviewer: What starts the payment run, and who does it?
AP team lead: Every Tuesday the AP clerk creates a proposal in the ERP.
Interviewer: What happens if a supplier’s bank details have changed?
AP team lead: We call the supplier back on a number we already hold, before anything is released.
Interviewer: Who approves larger payments?
Use walkthroughs, transcripts and whiteboards
Bring in recordings of walkthroughs, their transcripts, and photos of whiteboards and diagrams. The platform turns them into a process model.
- Get value from sessions you’ve already run
- Interprets what was said or drawn, step by step
- Flags what’s ambiguous or missing, for your experts to review
04:12So the AP clerkrole builds the proposalstep in the ERPsystem first thing Tuesday.
04:40Then the system runs its checksstep on every line.
05:05If the bank details changed, we ring them backcontrol on the number we hold.
05:31Anything over twenty-five thousandrule goes to the AP managerrole.
Connect the documents you already rely on
Policies, standards and other documents are imported and structured, so they can be linked to the processes, controls and roles they relate to.
- One home for every policy, standard and procedure
- Each one owned, versioned and approved
- Follow the thread from any section to the processes, controls and documents it’s linked to
2.1New suppliers are approved by the Procurement lead before they can be used.
2.2Each supplier is checked against the sanctions list on approval.
3.1Orders over £1,000 need a purchase order before they are placed.
3.2Any change to a supplier’s bank details is verified by call-back before the next payment.
3.3Supplier performance is reviewed each quarter, in line with the Vendor Management Standard.
Turn your lists into shared master data
Load systems, roles, controls and locations from the spreadsheets, exports and lists you already keep.
- Each item held once, and reused across the whole model
- Connected to anything that uses it, from processes to controls and documents
- Update it once, and every part of the model that uses it stays current
| Source | Items | |
|---|---|---|
| Systems | Application list | 140 |
| Roles | HRIS export | 640 |
| Controls | GRC export | 214 |
| Locations | Spreadsheet | 38 |
Keep the model current through the API
The BusinessOptix API lets your systems send data into the model. Your integration layer manages the flow, and can be set up to keep the model in sync.
- Roles, systems, controls and operational data
- You control what’s sent, and when
- Works alongside your integration layer
Quicker to start, consistent throughout and open to the people who know the work.
Get to a first model sooner
Whatever you already have, from process models and procedures to system data and know-how, there’s a way to bring it in. Your team starts from a draft and refines it.
The same standard, whatever the source
Everything comes into the model in the same structure, however it arrives, so it can be compared, connected and verified before it’s published.
Open to everyone who knows the work
People describe their work in their own words, in a conversation, a document or a whiteboard sketch. Anyone who knows the work can contribute, without learning a modeling notation.
Every solution starts here.
Give your agents the context they need
Understand how the work really runs, from whatever you have, before you design an agent.
Explore →Regulatory ComplianceClose the gap between controls and the work
Load controls from your GRC platform or registers, and link them to everything they apply to.
Explore →Process DocumentationTurn scattered documents into one source of truth
Bring in SOPs, maps and know-how, and connect them.
Explore →Tell us what you have today.
We’ll help you bring it into one connected model.