What is Process Documentation?
Business process documentation is the practice of recording how your organisation’s processes work, step by step, so that they can be understood, tested, repeated and improved. Good process documentation gives teams a single source of truth for how the business actually operates, not just how it was designed to operate.
For ERP environments, process documentation is particularly valuable. When systems change, processes change with them. Having an accurate, up-to-date record of every process makes testing faster, onboarding simpler and auditing straightforward.
Why Process Documentation is harder than it should be
Most organisations know their process documentation is out of date, but keeping it current is easier said than done.
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Capturing processes is time-consuming
Documenting a process manually means pulling subject matter experts away from their day jobs to write up what they do, step by step. It takes time, it’s disruptive and the output is only as accurate as the person describing it.
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Documents that go out of date immediately
As soon as a system updates or a process changes, existing documentation becomes inaccurate. Without a reliable way to update it, teams end up testing against outdated processes — or not testing at all.
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Documentation that sits in a drawer
Most process documents are created once and rarely used again. They live on a shared drive, disconnected from testing activity, training programmes and audit requirements, adding little ongoing value to the business.
Process Documentation built for modern ERP teams
Our platform captures business processes automatically and puts them to work, as tests, training materials and audit evidence, all in one place.
Capture processes as they happen
Business users simply go about their day job while our platform records every click, screen and action automatically. No manual write-ups, no pulled subject matter experts — just an accurate record of how your processes actually run.
Your living process library
Every captured process is stored in one place, linked to the tests built from it and updated whenever a process changes. Set reminders for scheduled updates, track version history and always know the current state of every process.
Documentation that does more
Captured processes can be turned into manual test cases, automated regression packs, written guides or animated walkthroughs — at the click of a button. One recording, multiple outputs, without any additional effort.
Everything you need for effective Process Documentation
From test creation and resource management through to defect tracking and sign-off, it’s all in one place.
End-to-end, multi-application capture
Record processes that span multiple applications in a single capture, cloud, on-premise or green screen, all in one recording.
Post-capture editing and markup
Add comments, annotations and highlights to captured processes to make them more meaningful for testers, managers and auditors.
Multi-format document output
Export process documents as Word files, PDFs or animated guides, in the format that works best for each audience.
Version control and audit trail
A full history of every process, including who made changes and when, giving you complete visibility for compliance and audit.
We aren't just testing changes. We are capturing business processes, taking ownership of those processes, and adding integrity to our knowledge of the business.
Process Documentation FAQs
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What is process documentation?
Process documentation is the practice of recording how a business process works, step by step, so that it can be understood, tested and repeated consistently. It provides a reference point for testing, training and compliance, and is most valuable when it reflects how processes actually run, rather than how they were designed to run.
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Who can use the platform to capture processes?
Anyone who can use the application they want to document can capture a process. Business users simply go about their normal work while the platform records everything automatically — no technical skills or specialist training required.
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How are processes stored and organised?
Captured processes are stored in one central library, linked to the test cases and automated tests built from them. Documents can also be exported and stored on an intranet or shared drive for wider access across the organisation.
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Can processes be updated when something changes?
Yes, processes can be updated by manually editing the original recording or by selecting a recent test as the new baseline. Version history is maintained automatically, so you can always see what changed, when and who made the change.
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Can process documents be used for more than testing?
Yes. Captured processes can be exported as written guides or animated walkthroughs for onboarding and training, used as the basis for manual test cases and automated regression packs, and retained as audit evidence for compliance purposes.
Process Documentation that works as hard as you do
See how the Original Software platform captures, stores and gets more value from every business process.
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