Process Discovery Canvas

**Process Discovery Canvas** is a simple toolkit that helps operation, control, and compliance teams turn a rough automation request into a clear process design. Instead of starting with “I need automation,” users first map how the work is done today, estimate where manual effort is spent, identify where help is needed, and export the canvas to start a more productive discussion with Automation or Lean experts. The goal is simple: **standardize the work first, improve it next.**

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## Process Discovery Canvas **Process Discovery Canvas** is a practical toolkit for operation, control, and compliance teams who want to prepare better automation requests. Many automation requests start with a simple sentence: > “Can you help automate this task?” But behind that request, the real process is often unclear. The work may involve checking data from different systems, reconciling reports, spotting gaps, sending follow-up emails, updating trackers, monitoring open items, and preparing evidence. When the request is not structured, automation experts need to spend extra time helping the requester clarify what the work actually is before any solution can be designed. This toolkit helps solve that problem. Instead of asking users to complete a long technical form, the Process Discovery Canvas guides them through a simple thinking flow: 1. **Map the current process** Users build the high-level process using easy-to-understand step blocks such as retrieve data, compare records, identify gaps, send notification, follow up, monitor status, create report, and store evidence. 2. **Explain each step** After the process is mapped, users add only the key details needed for discussion: who performs the step, what data is used, what rules are applied, what gaps may happen, and how much time the step roughly takes. 3. **Identify where help is needed** The toolkit helps users think through what kind of support would be useful, such as building a dashboard, setting reminders, comparing data automatically, tracking open actions, creating a standard form, or improving the process before automating. 4. **Choose how to participate** A good solution cannot be built by the automation expert alone. The requester owns the process knowledge. The canvas encourages users to decide how they can contribute: clarifying rules, preparing examples, testing the output, becoming a process champion, or even building part of the solution with coaching. At the end, users can export their process design into PDF and use it to start a more productive discussion with Automation or Lean experts. The goal of the toolkit is not to make everyone a developer. The goal is to help people describe their work clearly, understand where the real pain is, and participate more actively in improving the system. This is especially useful for teams that handle repetitive control work, including: * Querying data from multiple sources * Reconciling different reports or tables * Checking completeness and compliance * Spotting gaps, exceptions, or overdue items * Sending reminders and follow-up emails * Monitoring daily or weekly control status * Preparing reports and evidence for review The Process Discovery Canvas is built around a simple Lean principle: > **Standardize the work first. Improve it next.** When the current work is visible, the team can make better decisions. Some problems may need automation. Some may need a dashboard. Some may only need a better tracker, clearer ownership, better data quality, or a more consistent working method. By using this canvas, requesters can move from a vague request like: > “I need automation.” to a much clearer statement like: > “This process has seven steps. Most of the manual effort is spent combining two reports and checking unmatched records. We want help to automate the comparison, create an exception list, and remind action owners. I can prepare sample files and support testing.” That is a much better starting point for improvement. **Process Discovery Canvas** is designed to be simple, guided, and easy to start. It requires no technical knowledge. The best person to complete it is the person who actually performs the work. Use it before requesting automation. Map the work. Find the pain. Choose the right support. Export the process design. Start the discussion.

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