Library: BPMN examples, BPMN guide, glossary, comparisons, downloads and reports, blog

Learn BPMN and process capture, from examples to reports.

The Library is the reading room next to the product. It covers what a process diagram is made of, how a process gets out of people's heads and into a model, how it is documented and analysed, and how to choose and prepare for the tools around it. Each area below says what it offers and what you come away with.

Overview

What you find here, and what you take away

ExamplesEight fictional BPMN models from insurance, banking and manufacturing, each with its story, the diagram, the elements and the file on request. You come away knowing what a readable process diagram looks like before you draw your own.

BPMN basicsThe guide to the dozen symbols a business process actually uses, the common mistakes and a sign-off checklist, plus a glossary of the terms around process work. You come away able to read a diagram and say what is wrong with it.

How toProcess capture from interviews, workshops, meetings and documents; process documentation per step; how a diagram is generated from a conversation. You come away with a method for getting from a first draft to a signed-off model and its documentation.

Project pathA process project in five phases and eleven steps, with the questions of each step, a running fictional case and browser-only helper tools for preparing, capturing and analysing. You come away with a plan for your own project and the tools to start it.

ComparisonsThree categories of process tools with a factual vendor table each, and two single comparisons: interview-based capture vs. task mining, BPMN with ChatGPT. You come away knowing which kind of tool fits which job, and where patchley sits.

Preparing for a platformWhat an agreed BPMN diagram has to define before a build in Camunda, ServiceNow or Power Automate: roles, decisions, data, controls, exceptions. You come away with the specification the build team needs.

ReportsIndustry reports for insurance, banking and manufacturing, each with a summary page: core processes, lost knowledge, regulatory context, AI agents and guardrails, how to start. The full reports and the example files come by email on request.

BlogShort notes from the people building patchley: interview questions, control steps, the workshop as the deliverable, the To-Be with an AI agent lane. You come away with one idea per post to try in your next process project.

Running a process project?

The project path lays a process project out in five phases and eleven steps, with the questions of each step, a running case and helper tools for preparing, capturing and analysing a process.

Guides and references

Reading

BPMN examples

Claims handling, policy onboarding, KYC onboarding, credit approval, order-to-delivery, supplier onboarding, invoice approval, employee onboarding.

BPMN guide

Symbols, events, tasks, gateways (XOR, AND, OR), pools vs. lanes, data objects, common mistakes, a checklist.

Glossary

As-Is, To-Be, swimlane, gateway, SOP, RACI, process owner, process mining and more.

Process capture

Interviews, workshops, meetings and documents as sources, and how to get from a first draft to sign-off.

Process documentation

Analyses per step: SOP, pain points, compliance, figures, your own template.

BPMN with AI

How a diagram is generated from a conversation, and what you still decide.

Choosing and preparing

Learn BPMN and process capture, from examples to reports.

What you find here, and what you take away

Reading

BPMN examples

BPMN guide

Glossary

Process capture

Process documentation

BPMN with AI

Comparisons, platforms, reports, blog

Comparisons

BPMN for Camunda

Preparing for ServiceNow

Preparing for Power Automate

Downloads & reports

Blog

Book a 30-minute demo

Request a document

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