CRIProcess Intelligence

Workspace

Workflow method

Scope1 Evidence2 Observations3 Current state4 Opportunities5 Future state6 Implementation7

Sprint deliverables

Synthetic pilotNo client data is stored

Portfolio / WF-006 / Step 1 of 6

Monthly close

Azure POC

Synthetic demonstrationWorkflow names, offices, people, metrics, and evidence are fictional.

Workflow overview

Step 1 of 6

Define the workflow

Set the process boundary and the perspectives required for evidence coverage.

DraftUpdated Sep 25, 2026, 5:19 PM UTC

Intent

Purpose and outcome

Workflow purposeTriggerDesired outcome

Boundary

Start, end, and scenarios

Workflow starts whenWorkflow ends whenIncluded scenarios and activitiesExcluded scenarios and activities

Coverage plan

Perspectives and systems

Offices or teams

Roles

Systems

Client segments

Required approvers

Sprint

Objective and target

Sprint objectiveTarget date