ProcessTrace
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Process documentation that keeps up with change

Keep every process documented and up to date, in every system and every instance

From the first draft to day-to-day improvements.

ProcessTrace follows your processes through their whole life: map how work really happens, connect it to the processes in your IT systems, document the implementation, and record every change after go-live. One global template, variants for each instance, a full version history and a visual comparison of any two versions.

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Built on the open BPMN 2.0 standard.

processtrace.app
O2COrder-to-Cash/Germany (Business Central 27)/Version 2To-beIn reviewOutdated
v2 · To-be · In reviewv1 · As-is · Published
SalesOperationsFinanceEnter salesorderCheck creditlimitPrint picklistPick goods topacking areaPack goodsPrint shippinglabels1Createdespatch andprintdocumentsShip goodsCreate invoiceSend e-invoice(XRechnung)2

Linked to this step: 2 · Send e-invoice (XRechnung)

CHG-DE-003System customization

XRechnung / ZUGFeRD e-invoice output

Germany · Order-to-Cash

CHG-DE-015System configuration

Leitweg-ID for public-sector customers

Germany (Business Central 27) · Order-to-Cash

Every version of every variant, with the changes linked to the steps they affect.

Features

One place for your processes, their variants and every change

Global template, local variants

Model a process once and derive a variant for each instance: a site, a country, a business unit or a system installation.

  • See exactly how a process runs in one instance
  • Outdated variants are flagged when the template moves on
  • Compare a variant with the template it is based on

Changes linked to process steps

A register of changes: what changed, why, when and by whom, from system configuration to new ways of working.

  • Link each change to the steps it affects
  • Filter by instance, system and process
  • Keep the ticket link and the business reason with every change

Version history and visual comparison

Every saved change becomes a new version with a mandatory comment. Nothing is overwritten.

  • Open any previous version of any process map
  • See added, removed and changed steps highlighted
  • Review and approve before a version is published

Compare versions

See exactly what changed, and why

Put any two versions side by side: the global template against a local variant, or last year’s process against today’s. Added, removed and changed steps are highlighted, with the changes linked to them.

processtrace.app
Compare versionsRemoved (left)Added (right)Changed

From: global template v2

Check creditlimitCreate invoiceE-mail PDFinvoice

To: Germany (Business Central 27) v2

Check creditlimitCreate invoicewithLeitweg-IDSend e-invoice(XRechnung)1

Differences: 3

  • AddedSend e-invoice (XRechnung)· Linked: CHG-DE-003
  • ChangedRenamed: Create invoice → Create invoice with Leitweg-ID
  • RemovedE-mail PDF invoice

How it works

From the first draft to continuous improvement

1

Map how work really happens

Draw the current process in the browser with a BPMN 2.0 editor, together with the people who do the work.

2

Connect it to your systems

Derive a variant for each instance and system, and document how the process is implemented there.

3

Keep it current

Record every change with its reason, have it reviewed and published, and see the full history at any time.

Process documentation that never goes stale

Keep templates, variants and every change in one place, from the first draft to day-to-day improvements.

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