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 Skeptic
Approvals are the strongest documented part: requests routed by role — account owner for customer-facing, budget owner for finance, system owner for data — with two approvers above higher-impact changes, deputy routing when an approver is away, expiry that defaults to not acting, and an observe mode before anything is gated. Project versioning records who changed what, with restore and a rollback that archives rather than deletes stored data. We found no public information on a modelling notation such as BPMN, a participant task inbox, forms in German with validation, or how instances already in flight behave when a new version publishes. 5 6 13