Process Design Studio — Dashboard

Live status across every design module. Click any card to navigate directly to that section.

⇄ Current → Future Comparison

Side-by-side summary of what has changed between your Current and Future state designs.

61%

Overall Completion

Sections with at least one item count as In Progress; fully configured sections count as Complete.

3 Complete 5 In Progress 1 Not Started
How scoring works: Each card reaches Complete once minimum thresholds are met (e.g. 3+ roles, 10+ taxonomy items, 5+ process steps, 1+ issues/decisions/RACI assignments). In Progress means data exists but thresholds haven't been reached. The ring averages all modules.
1
cross-module insights waiting for review
Module Progress
Completion Breakdown

Cross-Module Recommendations

Contextual insights based on data patterns across all design modules.

Click Refresh to generate recommendations...

Issue Tracker

Log, assign and track project issues through to resolution. Manage your project team to populate owner dropdowns.
0Total Issues
0Open
0Critical / High
0Resolved

Decision Log

Document significant design decisions with rationale and trade-offs

Roles & Responsibilities

Define organisational roles and build the RACI matrix

Taxonomy

Build and maintain the hierarchical process taxonomy (L1–L5)
Current State
Chunk 2

Taxonomy

Interactive tree hierarchy with inline editing, drag-to-reorder, and expand/collapse — built in Chunk 2.

Process Design

Load data, filter workflows, assess quality & automation readiness, and generate AI recommendations.
1

Choose Data Source

Select how to provide process data — upload your own file, or generate from the taxonomy you have already defined.

📁

Upload Process File

Import an Excel file with your own process steps. No structural constraints — full flexibility.

🌳

Use Defined Taxonomy

Generate process steps directly from the taxonomy built in the Taxonomy section. Structure and roles are applied automatically.

Reset this state’s process section to start fresh. Taxonomy data is not affected.
2

Load Process Data

Upload an Excel (.xlsx) file and select the sheet that contains your process steps. The sheet should have columns: Step ID, Process Step Description, Next Step ID, Shape Type, Function, Phase, Connector Label.

No file selected
Process Design Studio

Design Your
Processes
End to End

A purpose-built tool for designing, documenting and presenting your process design — from current-state taxonomy through to future-state roles & RACI.

3Design Modules
2States: Current & Future
5+Export Formats
Design Modules Click any module to open it
01
👤
Roles & Responsibilities
Define roles and build the RACI matrix aligned to your taxonomy nodes. Capture accountabilities across every process.
Open →
02
📂
Taxonomy
Build your L1–L5 process hierarchy. Define domains, groups, processes, sub-processes and activities with auto-numbering.
Open →
03
🔄
Process Design
Document and analyse each process. Capture inputs, outputs, systems, pain points and improvement opportunities.
Open →
All data is stored in-browser. Export a workbook backup regularly via the Dashboard. ⚙ Settings & Templates →

Settings

Configure project identity, AI integration, and app preferences

Help & Guide

Step-by-step instructions, best practices, and FAQs