01
Process truth sprint
Find the real as-is process instead of the idealized diagram. Import diagrams and logs, compare the intended model with observed variants, and show the evidence gaps.
Partners
The workshop-to-live-model surface for process-intelligence services.
Forrester's 2026 services buyer guide puts funding, governance, provider differentiation, and accountability for outcomes in focus. Partners need a live surface that turns a workshop into a model, evidence, governed AI action, and a steering pack, not another slide deck.
The partner program is still forming. The surface is real and in use today; early partners shape how we package and support it.
Why a delivery surface
Transformation dies between workshop and operating reality.
Discovery notes, BPMN diagrams, data extracts, ownership spreadsheets, risk matrices, roadmap slides, and dashboards each carry value, but the handoffs kill momentum.
The client ends up with a process diagram in one file, event data in another tool, ownership in a spreadsheet, controls in a GRC system, actions in a ticket queue, and the story in slides. By the time the steering committee approves the next step, the model is stale. A delivery surface keeps the current-state model, source evidence, process owner, variant analysis, target state, action boundary, approval trail, and outcome measurement connected after the workshop.
Partner service plays
Six plays into the same surface.
Each is a different entry point. Lead with the working model, not a feature list.
02
Process intelligence pilot
Prove value on one high-friction process. Model it, mine it, chart it, assign owners, propose controlled actions, and measure the outcome.
03
AI-agent readiness workshop
Define where agents may read, suggest, and act. Set process context, role boundaries, approval paths, an audit trail, and model-bound agent actions.
04
Operational resilience package
Keep critical process maps alive. Live dependency maps, incident workflows, external signals, recovery actions, and evidence stay on one surface.
05
Supply-chain disruption cockpit
Connect external risk to operating response. Bind tariffs, ports, weather, and sanctions to shipments, owners, a mitigation workflow, and an audit trail.
06
Executive value case
Turn process pain into a board-readable case. KPI charts, source evidence, ownership, scenarios, open assumptions, and next actions in one place.
What you can show live
Demo moments on the client’s own process.
Use the client's process as early as possible. If it isn't available, use a realistic sample and be clear about what is mocked.
01
Workshop input to editable BPMN
Import or reconstruct Visio, draw.io, ARIS or Signavio exports, PDFs, screenshots, and notes into editable BPMN, with diagnostics showing what was preserved, changed, and still needs review.
02
Org chart to process ownership
Attach roles, teams, locations, RACI, approvers, and escalation paths so a bottleneck ties to a named owner and approval path.
03
Event logs to operating evidence
Import ERP, CRM, ticketing, logistics, or finance data where configured, then show variants, cycle time, rework, SLA misses, and charts tied back to the model.
04
External signals to business impact
Bind tariffs, weather, port disruption, sanctions, supplier events, or operational risk to the affected step, owner, shipment, facility, or service.
05
Insight to governed AI action
Agents inspect process context, suggest model changes, draft actions, and create charts; high-risk actions route through review with source evidence and audit history attached.
06
Slides to live steering evidence
Saved charts, model versions, source provenance, action history, and review outcomes form a steering pack from the same operating model the team uses.
Who fits
Who we want to hear from.
Systems integrators
You deploy and tailor process platforms for large enterprises and want a closed-loop, governed delivery layer in your stack.
Process & transformation consultancies
You advise on operations and transformation and need ground-truth models, evidence, and a live surface that outlives the workshop, not hand-drawn diagrams.
Technology partners
Your capture, data, or automation platform complements the loop: evidence in, governed action out.
Where the promise stays narrow
Honest claims, not transformation theater.
Partners should not claim automatic compliance, guaranteed ROI, unrestricted data access, or fully autonomous enterprise change. The stronger, defensible claim is narrower: Geist helps build a sourced, reviewable, process-native operating model where configured data and permissions allow it. The model, evidence, owners, decisions, and follow-up actions stay usable after the workshop, and the surface's value grows with clean connectors, clear permissions, and a focused first process.
Partner with us.
Walk into the next workshop with the client's mess, and walk out with an editable model, evidence, owners, governed AI actions, and a steering-ready pack on one surface.