Process Discovery
Find where your team repeats itself and turn it into automation you can measure.
Process Discovery reads the history CRM-NG already keeps, finds repeated work and waiting, and proposes a ready-to-review workflow for each, then measures what it saves.
- Finds repeated work and waiting
- Evidence for every finding
- Proposed workflows, switched off
- Adopt, snooze or dismiss
- Time saved measured
Why it matters
Everyone knows the business wastes time somewhere, but nobody can see where. The same approvals are chased by hand every week, tickets bounce to the same person every time, and work sits in one status for days. Automation tools wait for you to know what to automate.
-
See the waste
Findings show what repeats, how often, and roughly how much time it takes.
-
Automation without guesswork
Each finding comes with a workflow ready to check and switch on.
-
Proof it worked
After you adopt one, see how often it ran and the time it saved.
How it works
-
Let it look
It reads your tickets, tasks, approvals, forms and workflows.
-
Review the findings
Each says what was noticed, the evidence and the proposed workflow.
-
Adopt and measure
Adopt opens the workflow switched off; switch it on and watch the results.
What Process Discovery does
Growing service businesses that want to automate the right things first.
-
Eight kinds of finding
Repeated steps, repeated sign-offs, tickets always passed to one person, the same first reply, recurring problems, forms corrected by staff, slow statuses and idle workflows.
-
Evidence first
How often, over what period, with an estimate of the time it takes.
-
Never switches on by itself
Adopting saves the workflow switched off for a person to check.
-
Measured results
Runs, manual steps replaced, time saved, and waiting before and after.
-
Snooze or dismiss
Snooze a finding for 30 days or dismiss it.
-
On the phone
Review, adopt, snooze and dismiss findings on the go.
Who it is for
-
An IT provider / MSP
Spots tickets always passed to the same specialist and proposes routing them there directly.
-
A contractor
Spots the same approvals on every new project and proposes a workflow to coordinate them.
-
Any business
Spots the status where work waits longest.
Works with the rest of CRM-NG
- Workflow
Findings become draft workflows in the Workflow Builder.
- Service Desk
Ticket history is one of the main things it reads.
Needs Workflow.
Questions
Does it change anything by itself?
No. Proposed workflows are saved switched off.
Does it use AI?
Only to word finding titles, only when the AI module is on and allowed, and the AI never sees your records.
Is our data shared?
Counts of findings and adoptions are sent to Catalyst Group to improve it. Nothing about your clients is sent.
Does it need a lot of history?
It needs enough repetition to be sure of a pattern; findings appear as your history builds up.
See Process Discovery running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.