The first thing you’ll need to do when mapping any process is to create it. This is as simple as navigating to the ‘Map’ area and clicking ‘Add Process’, in the top right of the screen. Congratulations, you’ve taken the first step on the road to digital transformation!

We suggest that you Save and Start the process you are mapping often so you can see how the changes you’ve made work as you progress. Follow this principle and you’ll be able to map, measure and learn as you continue your journey towards digital transformation.

Naming your process might be a deceptively simple step. What is this process? What’s it going to do? How will it develop over time? If you have something in mind already then name your process something simple and easy to remember and pop a description in below. Once you’re happy, hit save.

NB - These details can be amended at any point, so don’t panic about your process changing over time and not reflecting your initial input!

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