← All answersSources checked: 2026-06-23
Process intelligence implementation checklist
A practical first-scope checklist for starting process intelligence with one process, one owner, one evidence set, and one governed action loop.
Direct answer
Start with one operational process, one accountable owner, one evidence set, and one action loop. The first implementation should prove that a model can stay tied to real work, surface a useful finding, route a decision, and preserve evidence.
Best fit
- Geist fits teams that want the first implementation to include model capture, event or API evidence, ownership, suggested actions, and review in the same surface.
- A narrow diagnostic tool may fit when the first project is only event-log analysis.
Pressure points
- Pick a process with visible cost, risk, delay, or compliance pain.
- Bring available evidence early: logs, PDFs, diagrams, screenshots, API data, or workshop notes. In configured Pro video analysis, review recorded activities and confirm scope and sequence before creating an editable BPMN draft.
- Define the first approved action before expanding the taxonomy.
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FAQ
Frequently asked questions
01What should the first process be?
Choose a process with clear ownership, measurable friction, and available evidence. Order-to-cash, incident response, supplier onboarding, quality deviation, or shipment exception work can all be good candidates.
02What should the first milestone prove?
The first milestone should show a model, evidence, owner, finding, proposed action, approval path, and audit trail.
03How much data is needed?
Enough to test the operating loop. Perfect data is less important than a process owner, a real pain point, and evidence that can be improved over time.
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