Process Design in Xpeditor on Salesforce App Cloud

Xpeditor allows users to produce something “good enough” as soon as possible, deploy it immediately, and refine it later as needed.

Where to start

There are typically two ways to start designing processes in Xpeditor:
1. Begin at the highest level
Defining a minimal viable process is the fastest way to start benefitting from Xpeditor.  This may just be a series of steps that shows the relay of work from department to department in an end-to-end organizational process. Later, you would drill down from each step to create sub-processes.
The goal is to create a process that can be used immediately, and then grown incrementally:
Xpeditor allows users to start with broad brushstrokes, and define details as needed. Xpeditor allows users to start with broad brushstrokes, and define details as needed.
2. Begin with sub-processes
Focus on functional units to map out their own processes with the help of a facilitator. Identify the set of steps that can be grouped together to create a deliverable, and has one entry and one exit point.  
You can then snap together the sub-processes you have built as needed for cross-functional processes.
Xpeditor allows users to start with broad brushstrokes, and define details as needed. Xpeditor allows users to start with broad brushstrokes, and define details as needed.
 

Process design by doing

Users can clone a successfully completed process and clean it up for universal application. As a result, for each subsequent process that has the same or similar characteristics, there is a convenient template with a list of steps, assignments, rules, conditions, and documents to use as a starting point. Now a new instance of the process can be created with a single click.

Emergent processes

The end-to-end flow of a process does not need to be determined in advance. It can unfold or emerge over time, either as a variant of a standard process, or as a complex new and potentially one-off practice.

Automatically generated processes

It is possible to automate the creation of a process with sub-processes based on, for example, a quote to a client where a sub-set of services is selected. So a user could select their needs from a menu, and those options, tied to a specific process, will determine how the process is constructed.
If you’re evaluating or want to build workflow and process applications on the Salesforce platform, please request a copy of our evaluation guide.