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Case Study · Business Transformation

Consistent process capture across seven departments

An international group uses the Clarius Model Builder to document workflows directly within its business teams in a consistent, checked and approved format.

Client
International group

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The situation

Processes across several departments needed to be documented consistently and transparently. Knowledge of how those workflows actually ran sat with the people handling them every day.

A conventional workshop approach would have required shared appointments and additional preparation and follow-up. The group needed a method that could fit into daily work across seven departments.

Our approach

We provided the business teams with the Clarius Model Builder, configured for their organisation, departments, roles and systems. Employees captured their own processes step by step while handling actual cases, without needing prior BPMN knowledge.

The tool turned their input into BPMN 2.0 diagrams and consistent process profiles. Conformity checks, approval and a change history supported reliable documentation. Our specialists provided targeted assistance with branching workflows and interfaces.

The result

Capture during daily work

The seven departments organised process capture at their own pace. Actual tasks, exceptions and unnecessary steps were documented as cases were handled.

Consistent documentation

Checked and approved process profiles made workflows, roles and systems understandable across departmental boundaries.

A foundation for improvement

Documented interfaces, automations and opportunities provided the basis for further process analysis and prioritising improvements.

How we implemented the case

  1. 01

    Prepare the tool

    Configure the Model Builder for the organisation, including its departments, roles and systems.

  2. 02

    Capture workflows

    Enable business teams to document their processes step by step during daily work, including exceptions and interfaces.

  3. 03

    Check and approve

    Support complex workflows, check BPMN conformity and produce consistent process profiles with traceable approval.

  4. 04

    Review opportunities

    Bring together the captured processes and automation opportunities as a basis for subsequent analysis and optimisation.

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Your personal contact

Matthias Schulz

Matthias Schulz

Director Sales

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