BPMN Process Templates

Standard employee onboarding workflow from offer acceptance to first day completion.

Employee leave request and approval process with manager review.

End-to-end recruitment workflow from job posting to candidate onboarding.

Annual performance review cycle: self-assessment, peer feedback, manager review, calibration meeting, 1-on-1 conversations, compensation and promotion decisions, and final filing.

Purchase request workflow with budget check and multi-level approval.

Accounts payable invoice processing from receipt to payment.

End-to-end payroll cycle: timesheet collection and validation, gross-to-net calculation with tax and benefits, approval, ACH disbursement, pay stub distribution, tax filings, and GL journal posting.

Year-end financial close workflow: sub-ledger and bank reconciliations, accruals, depreciation, revenue recognition, tax provision, trial balance review, audit adjustments, and statement preparation.

External audit response workflow: scope confirmation, PBC list handling, walkthrough meetings, substantive testing support, inquiries, remediation planning, and management letter handling.

Employee expense reimbursement workflow: receipt OCR, policy compliance check, manager approval with threshold escalation, accounting review, ACH reimbursement, and GL coding.

Customer support ticket handling from intake to resolution.

Internal audit process from planning through fieldwork to reporting.

AI-driven customer support workflow: automatic ticket categorization, priority scoring, knowledge-base deflection, and AI-drafted responses reviewed by agents before send.

Topic-to-published content workflow with AI research, AI outline, AI draft, human editorial review, SEO optimization, image generation, and multi-channel distribution.

End-to-end restaurant shift workflow: pre-service food safety checks (HACCP), prep, service via POS/KDS, end-of-day reconciliation, and inventory reordering.

Agency client onboarding workflow from signed contract to first sprint kickoff: welcome, internal project setup, kickoff call, brief documentation, asset collection, and sprint plan approval.

End-to-end e-commerce fulfillment workflow: payment confirmation, inventory allocation, backorder handling, pick-and-pack, shipping, delivery, and returns with auto-refund.

SaaS customer onboarding workflow: welcome, kickoff call, configuration, first-value tracking, activation nudges, health scoring, and churn-save outreach.

Law firm and in-house legal contract review workflow: intake, conflict check, attorney assignment, initial review, risk memo, partner sign-off, redline negotiation, and final execution.

Procurement vendor due diligence workflow: risk categorization, security questionnaire (SIG/CAIQ), financial health check, reference calls, legal review, compliance check (GDPR/HIPAA/SOC2), and approval committee.

Crisis communications response playbook: severity assessment, comms team activation, holding statement, executive briefing, external statement, legal approval, customer outreach, and post-mortem.

ITIL-based incident management from detection to post-mortem.

Software release management from planning through deployment to production.

Compliant GDPR Data Subject Access Request workflow: identity verification, request categorization, data discovery across systems, legal review, deletion handling, and audit trail archival.

ISO 27001 / SOC 2 quarterly user access review: identity inventory, manager attestation, privileged access review, SoD conflict analysis, excess access revocation, and audit-ready evidence archival.

B2B sales pipeline from lead qualification to deal closure.

End-to-end AI-powered sales process: automatic lead enrichment, AI scoring, personalized nurture, AI-drafted proposals, and CRM auto-sync from discovery to closed-won.

Discovery-call-to-CRM workflow: AI transcription, automatic extraction of pain points, budget, stakeholders and next steps, AI-drafted follow-up email, and CRM auto-update with AE review.

AI-assisted proposal workflow: AI brief extraction from CRM, competitive intelligence via web search, AI-drafted proposal, AI pricing calculation, legal pre-check and DocuSign send with read-receipt tracking.

Customer Success QBR preparation workflow: customer health pull, usage and adoption metrics, support trends, renewal forecast, slide build, internal review, and post-meeting action items.