ProcessMind onboarding

Getting Started with ProcessMind

This guide walks you through the onboarding steps to set up your ProcessMind workspace. Each step helps personalize your environment so you can start improving processes faster.

1. Enter Your Name and Organization

What you do:

• Enter your first name, last name, and organization name.
• You can also toggle the option to subscribe to ProcessMind tips and updates.

Why it matters:

This info personalizes your workspace and is used for application display and communication.

2. Select Your Primary Goal

What you do:

Select the main reason you’re using ProcessMind. Examples include:

• Process Optimization
• Process Mining
• Simulation
• Continuous Improvement
• Digital Transformation
• Other

Why it matters:

This helps ProcessMind tailor your experience and recommend tools that match your primary objective.

3. Choose Your Role

What you do:

Pick the role that best fits what you do most often:

• Innovation Manager
• Business Leader
• Process Analyst
• IT Specialist
• Automation Engineer
• Other

Why it matters:

Roles influence the type of insights and tools ProcessMind highlights for you.

4. Select the Process to Start With

What you 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.