Engage Process Management

Engage Process


Simplifying Process Management

Engage Process offers a complete process management platform enabling intuitive participation, brainstorming and feedback by capturing processes live, facilitating easy collaboration for flexible tasks and enabling compliance and risk management reporting.

By accessing all of this functionality within one platform, process experts can work more efficiently, facilitating effective process workshops with the ability to manage workload collaboratively and provide continuous feedback.

As a cloud-based solution, Engage Process is designed to empower key personnel within the business. It is not a ‘formal’ business process tool, but a dynamic solution.

Utilising this powerful yet easy to use process exploration solution, process teams can get truly involved in exploring, documenting and improving processes.

Case Study: Bibby Distribution

Case Study: Bimba IMI Group

Effective Process Workshops with Engage

View Engage Datasheet

Enriches Understanding, Participation and Real-Time Workshops

An easy UI, intuitive icons and automatic mapping allow everyone to participate

Instant Process Handbook for Entire Organisation

Enriched with documents, navigation and hyperlinks, generated instantly and in your style


Supports Continuous Improvement

With Brainstorm, Feedback and the Viewer App your teams will continue to be involved from their own workplace

The Modeler provides process teams with a workshop, exploration and design environment, adding tangible value to business process methodology by allowing your process teams to interactively map and evaluate processes at a granular level, collaborating on improvements in the live meeting or workshop.

Using the Modeler within workshops enables your teams to quickly capture and display entire scenarios graphically, including responsibility by job role with estimated timings. The unique single screen interface allows your teams to work on the process model in real-time, without the need to move through frames, pages or post-it notes.

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An example of a finalised project converted to a handbook in Engage Process and shown on a desktop computer screen

The Viewer enables you to create a complete process handbook and provides anyone in your organisation immediate access to the recorded processes, either via browser or in the Viewer App. 

The Publisher enables you to export your processes into a Digital Handbook that is fully customisable, a key requirement for ISO certification.

With a Feedback function built into the Viewer and linked to the Modeler to support continuous improvement, as well as a Brainstorm digital post-it notes feature, your process teams have all the tools necessary to facilitate ongoing collaboration and teamwork.

Teamboard offers project management support from within the Modeler, combining timelines, milestones, actions and supporting documentation. A virtual shared workspace for your team to minimise admin with an overview of tasks, actions, activities and deadlines.

An example of the Engage Process teamboard showing a list of all project tasks and activities on a desktop computer screen
An example of the Engage Process reports dashboard showing colourful graphs and a list of user activities on a desktop computer screen

Extended Reporting functionality within the Modeler and Viewer enables you to easily create reports for risk management, process audits, compliance and improvement, with links to entities as well as processes and process steps.

The Dashboard provides an overview of how Engage Process is being utilised, including number of processes and Teamboards created, and most viewed processes and activities, per user and module. Entities such as roles, locations, regulations and documents can be centrally defined using the Tables module.

Built for process mapping directly in “real time”, i.e. workshops

Save 50% of time compared with process mapping in Visio

‘As is’ and ‘to be’ comparison in one screen

Instantly switch between multiple layouts


Functions and views in one unique, single display allows employees to participate instantly

Automatic process structure updates with simple drag and drop functionality

Include relevant facts and data to enrich each process step

Easily evaluate processes by lead time, cost, processing time and more, to quickly identify bottlenecks

View statistics and create reports tailored to your audience

Intuitive interface resembling Microsoft Office 

Process design, analysis and improvement cycles reduced to just days

Instant publish function to create a read- only internet environment that includes a discussion platform

We offer user training services to ensure that you get the most out of this comprehensive process management platform. Our facilitated training provides delegates with a solid understanding of the features and functions of Engage Process Suite. The course structure ensures that delegates not only learn the features but understand how these can be successfully applied on their own projects.

Contact our Engage Process Team

With Engage Process, seeing really is believing! In just a 10-minute demonstration you will see how easy it is to capture processes, evaluate different scenarios and provide feedback. If you’re interested in finding out more about Engage Process, simply complete the form below to request a short demo or arrange a call from a member of our Team.

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