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ProcessMind onboarding
Getting Started with ProcessMind
This guide will walk you through the onboarding steps to set up your ProcessMind workspace. Each step helps personalize your environment so you can start improving processes right away.
1. Enter Your Name and Organization
What to do:
- Enter your first name, last name, and organization name.
- You can also choose to subscribe to ProcessMind tips and updates.
Why it matters:
This information personalizes your workspace and is used for display and communication within the application.
2. Select Your Primary Goal
What to do:
Select the main reason you are using ProcessMind. For example:
- Process Optimization
- Process Mining
- Simulation
- Continuous Improvement
- Digital Transformation
- Other
Why it matters:
This helps ProcessMind tailor your experience and recommend the right tools for your objectives.
3. Choose Your Role
What to do:
Pick the role that best describes your work:
- Innovation Manager
- Business Leader
- Process Analyst
- IT Specialist
- Automation Engineer
- Other
Why it matters:
Your role influences the insights and tools ProcessMind highlights for you.
4. Select the Process to Start With
What to do:
Choose the process area you want to focus on:
- Inventory Management
- HR
- Finance
- IT
- Procurement
- Order Management
- Other
Why it matters:
This helps you get started quickly with relevant templates and dashboards.
5. Invite Team Members
What you do:
Add the email addresses of team members you want to collaborate with.
Why it matters:
Process improvement is a team effort. Inviting others allows you to mine, model, and optimize processes together.
Each person will get a secure link by email to join your environment.
6. Name Your First Process
What you do:
Enter a name for your first process. It can be anything descriptive like:
- “My First ProcessMind Process"
- "Q3 Inventory Optimization"
- "Customer Onboarding Flow”
Why it matters:
You’re setting up your first process, which you’ll be able to explore, analyze, and improve using ProcessMind’s tools.