Overview
The Process Index is the central repository for all captured processes in Klarity. This guide covers advanced features for building and managing a comprehensive, multi-level process library.
Building a multi-level Process Index
Klarity supports hierarchical process organization, blending 15+ years of company blueprinting experience with industry-standard levels (such as APQC and Business Capability Models):
Level 1 (L1 / parent nodes): value streams
Broad cross-functional categories like Order to Cash, Procure to Pay, or Record to Report. These are the top-level groupings. We recommend breaking out by:
- Customer-impacting value streams — directly face the customer and correlate to revenue generation and retention.
- Employee value streams — enable your company to find, retain, and develop employees.
- Enterprise value streams — shared services that keep the engine of your company running.
Level 2 (L2): stages and business capabilities
Major process groups within each area. For example, under Order to Cash: Order Management, Billing, Collections. Think of these as stages that advance the value stream, or as business capabilities.
Level 3 (L3): processes
Individual processes — for example, Create Sales Order, Generate Invoice, Process Payment. Think of these as Lego blocks that advance a value stream stage or capability.
Level 4 (L4): sub-processes
Sub-groupings or variations within a process. Optional, depending on the complexity of your organization.
Level 5+ (L5 / leaf nodes): process activities
Granular processes an individual executes from start to finish. This is where the discovery agent focuses — interviews, Companion sessions, or ingesting documentation.
Organizing your index
Creating the index
- Start with L1 categories that align with the value streams crossing functions in your organization.
- Build L2–L3 levels based on actual process groupings.
- Let Discovery agents populate the lower-level (L4–L5) detail. They do this in two different ways:
- Companion runs continuously in the background as people work and automatically builds out the index — creating and updating process nodes as it observes new activity. This is what grows and maintains the Process Index over time.
- AI Interviewer & File Uploads are targeted capture: you point them at a specific process (a guided interview, or an uploaded recording or document) and they populate that node’s detail. They fill in the process you’re capturing rather than building out the index structure on their own.
Navigating the index
- Use the tree view to browse the index.
- Use search to find specific processes by name, system, or keyword.
- Use filters to narrow by department, region, or process owner.
Moving processes
Reorganize the hierarchy as your understanding of the business evolves. There are two ways to move a process node:
- Drag and drop — grab a node and drop it onto a new parent, or onto the Drop here to move to root level zone at the top to promote it to a top-level value stream.
- Row menu — open the node’s ⋯ menu and choose Move, then pick its new location.
Deleting processes
To remove a process node, open its ⋯ menu and choose Delete.
Deleting removes the process node from your index. If you only want to reorganize, use Move or Rename instead.
Exception handling
Processes often have exception paths — scenarios that deviate from the happy path. Klarity captures these as variant flows within the process, allowing you to:
- Capture multiple paths through a single process.
- Identify the most common exceptions.
- Quantify the effort spent on exception handling vs. the standard flow.
Advanced features
Bulk operations
Perform actions across multiple processes at once — useful for large-scale reorganization or metadata updates. Many of these changes can be made conversationally with AI Chat: describe what you want (for example, splitting, merging, or re-tagging a set of processes) and Klarity proposes a plan you can review before it runs. See Using AI Chat.
Export
Export individual processes or entire sections of the index for reporting, presentations, or external sharing.
