Process design, forms & approvals
How this is scored
Modelling the process people take part in: a visual designer or BPMN, forms, approval steps with roles and substitutes, deadlines and escalation, and versioning of a process that is already running — judged on whether a business owner can change a process without breaking the instances in flight.
0 — Linear trigger-action chains only; no human steps, no forms and no statement on approvals or roles.
3 — A visual builder with branching and a simple approval step, but approvers are named individuals rather than roles, there are no deadlines or escalation, and changing a process has no versioning.
5 — A visual designer with conditions and parallel paths, built-in forms, approval steps assigned to roles or groups, deadlines with reminders, and versions of a process kept with the running instances on their original version.
8 — BPMN 2.0 modelling or an equivalent documented notation, substitutes and escalation chains, multi-stage approvals with four-eyes rules, forms in German with validation and file upload, a task inbox for participants, and a test or simulation mode before publishing.
10 — The process is a governed asset: version history with diff and rollback, migration of running instances to a new version documented, process analytics on cycle time and bottlenecks per step, and the design documented well enough that a business team can maintain it without the vendor.
The Process Owner
The approval patterns I can see are assembled from templates — a Gmail send-and-wait to an approver, and a ClickUp task with configurable poll interval, max attempts, a reminder limit and a timeout outcome — so deadlines, reminders and escalation-on-timeout do exist, and role routing is built from an employee data table. Git version control, a dev and production environment, workflow history and diff are evidenced on the pricing pages. I found no public information on substitutes for an approver on holiday, on built-in forms rather than external Google Forms, or on whether editing a process leaves the requests already in flight on their original version. 1 2 6 7 2 12