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Celonis Product Documentation

Function evaluations/matrices

User Roles Overview

Features

Viewer

Author

Architect

Approver

Analyst

Administrator

Define customer experience management models.

x

x

x

Modeling Customer Journey Maps

x

x

x

Generate Customer Journey Map

x

x

x

x

x

x

Define customer touchpoints

x

x

x

Define Stakeholders

x

x

x

Determine and define personas.

x

x

x

Survey and define the voice of the customer

x

x

x

Define distribution channels

x

x

x

Modeling processes according to the modeling standard BPMN 2.0

x

x

x

Extend processes with data objects and attributes (eBPMN 2.0 extension)

x

x

x

Semantically guided modeling

x

x

x

Modeling process interfaces

x

x

x

Modeling standardized process steps (Best Practice Tasks)

x

x

x

Model and orchestrate end-to-end processes (E2E) and business transactions (scenarios)

x

x

x

Automatically update process layout during process modeling (Auto-Layout function)

x

x

x

x

x

x

Generate different process layouts automatically.

x

x

x

x

x

x

Free graphical design of processes and process maps (HTML editor)

x

x

x

Initially record processes in tabular form (automatic generation of graphics)

x

x

x

Maintain and detail processes in tables (automatic graphics generation)

x

x

x

Connect more objects with tasks (eBPMN)

x

x

x

Maintain additional attributes

x

x

x

Differentiate roles according to the duty to cooperate (RASCI)

x

x

x

Differentiate groups according to the duty to cooperate (RASCI)

x

x

x

Connect process interfaces in the start and end event.

x

x

x

Link predecessor and successor processes

x

x

x

Upload and graphically visualize process workshop images.

x

x

x

Determine the degree of process maturity.

x

x

x

Aggregate process maturity level

x

x

x

Validate process semantics (check modeling errors)

x

x

x

Show BPMN Icons on process flow objects.

x

Store audit results

x

x

x

x

Locking and unlocking process processing

x

x

x

Display connected objects in the process in a table

x

x

x

Display life cycle diagrams (audit trail) of all process versions.

x

x

x

Compare released and edited process versions (Process Comparison Editor)

x

x

x

Define organizational models/diagrams.

x

x

x

Automatically generate organizational models/charts graphically.

x

x

x

Add and define positions in the organization model.

x

x

x

Detail organizations with attributes and related objects

x

x

x

Define groups with positions and further details.

x

x

x

Define and detail locations (locations)

x

x

x

Define skills centrally

x

x

x

Maintain existing user skills.

x

x

x

Maintain the required skills in the position.

x

x

x

Reuse objects (roles, organizational units ...)

x

x

x

Create a suggestion list when entering glossary names (Auto-Complete function)

x

x

x

Search for objects in lists and architectures via a dialog.

x

x

x

Add attachments as link.

x

x

x

Upload attachments (documents)

x

x

x

Upload images and visualize them directly.

x

x

x

Intelligent linking of plants directly with connected systems (additional services

x

x

x

Formatting descriptions with HTML editor

x

x

x

Define scope (scope filter) via organization, locations, and tags.

x

x

x

Save intermediate states of the modeling automatically (Auto-Save)

x

x

x

Copy process flow objects within a diagram

x

x

x

Copy process flow objects to other diagrams.

x

x

x

Cut out process flow objects within a diagram (Drag and Drop.

x

x

x

Cut process flow objects into another diagram (drag and drop)

x

x

x

Authorize editing of diagrams and objects by multiple authors.

x

x

Translate diagram and object details.

x

x

x

Automated translation of diagram and object details (Online Translation Service)

x

x

x

List connected diagrams and objects in an evaluation group as links

x

x

Display version history of all versions of diagrams and objects

x

x

Generate standard manuals as Word files.

x

x

Generate process graphics as Word file.

x

x

Generate individual customer evaluations as Word files.

x

x

Structure process models hierarchically

x

x

Move process models

x

x

Create new versions of released diagrams

x

x

Consolidate diagrams

x

x

Delete not-released diagrams

x

x

Generate graphical navigation structure automatically.

x

x

x

x

x

x

Sort processes in the architecture with sort number

x

x

Export BPMN 2.0 diagram

x

Import BPMN 2.0 diagram

x

Export Celonis Process Management Diagram

x

Import Celonis Process Management Diagram

x

Import Word document (prerequisite: configured import template)

x

Import XML

x

Import ARIS

x

Import Visio data

x

Export Excel mass data processing (translation)

x

Import Excel mass data processing (translation)

x

Import and update organizational hierarchy.

x

Import and update IT architecture

x

Import and update risk and control architecture

x

Requirements can be imported and updated.

x

Use BPMN 2.0 standard.

x

x

x

x

x

x

Extended BPMN 2.0 standard modeling standard

x

x

x

x

x

x

ArchiMate 3.0 Standard

x

x

x

x

x

x

Build IT landscape

x

x

x

x

x

x

Map and manage organizational structure, including positions

x

x

x

x

x

x

Implement Customer Experience Management (CEM)

x

x

x

x

x

x

Customer Journey Mapping

x

x

x

x

x

x

Create strategy and target diagrams (target trees, measures including status, etc.)

x

x

x

x

x

x

Define key figure trees and reports with report chapters.

x

x

x

x

x

x

Create project portfolio

x

x

x

x

x

x

Manage Skills

x

x

x

x

x

x

Set up the product portfolio.

x

x

x

x

x

x

Manage Learnings and Trainings

x

x

x

x

x

x

Present risk/control management

x

x

x

x

x

x

Manage requirements

x

x

x

x

x

x

Deposit standards and standard chapters

x

x

x

x

x

x

Model and define objects

x

x

x

Detail objects with HTML editor attributes

x

x

x

Detailing objects with attributes

x

x

x

Connecting objects with other objects

x

x

x

Release Object Versions

x

x

x

Create an object version.

x

x

x

Consolidate objects

x

x

x

Filter objects

x

x

x

Structure objects hierarchically

x

x

x

Disable architecture in the system facet

x

x

x

Store documents and link them to processes

x

x

x

Evaluation groups Display connections to other objects/diagrams.

x

x

x

x

x

x

Show individual entry pages (home pages)

x

x

x

x

x

x

Display profiles for all diagram and object contents

x

x

x

x

x

x

Generate various graphical diagram representations.

x

x

x

x

x

x

Display hierarchies in a navigation tree.

x

x

x

x

x

x

Display several process levels in one surface side by side (2-levels)

x

x

x

x

x

x

Process maps, graphical visualization

x

x

x

x

x

x

See and open stored attachments easily.

Print diagrams directly via browser print

x

x

x

x

x

x

Make personal user settings: Languages.

x

x

x

x

x

x

Make personal user settings: List sizes.

x

x

x

x

x

x

Make personal user settings: Selected roles.

x

x

x

x

x

x

Automatic translation function with Deepl.com

x

x

x

Subscribe to content (subscription service)

x

x

x

x

x

x

Info-Mail for release changes

x

x

x

x

x

x

Subscribe to content with multiple selections.

x

x

x

x

x

x

Select subscriptions for categories.

x

x

x

x

x

x

Combine subscriptions and favorites (button with fly-out)

x

x

x

x

x

x

Show a list of all changes in chronological order

x

x

x

x

x

x

Define favorites

x

x

x

x

x

x

Favorite Service: Manage/Group Favorites

x

x

x

x

x

x

Favorite Service: Share Favorites

x

x

x

x

x

x

Create permanent links from versions.

x

x

x

x

x

x

Create permanent links from version independent versions.

x

x

x

x

x

x

Create permanent links from the selection (in versions)

x

x

x

x

x

x

Provide a central glossary for all users.

x

x

x

x

x

x

Mass edit linked attributes.

x

x

Use the Training Assistant app to communicate specific expertise

x

x

x

x

x

x

Change attributes in released processes or objects

x

x

x

Role entry for all employees with connected home page

x

x

x

x

x

x

Create possible variants in the administration area

x

x

x

Create variants

x

x

x

Modeling variant processes

x

x

x

Complete localization of variant processes

x

x

x

Localize individual process flow objects of a variant process.

x

x

x

Completely de-localize variant processes

x

x

x

De-localize individual process flow objects of a variant process.

x

x

x

Update variant processes

Standard search: Search diagrams, objects, and information globally

x

x

x

Expert search: Search/filter in specific attributes.

x

x

x

x

x

x

Expert search: Search with operators

x

x

x

x

x

x

Expert search: Search with asterisks and quotation marks

x

x

x

x

x

x

Direct access to the selected search result via a link in the details area

x

x

x

x

x

x

Filter search results in the list view

x

x

x

x

x

x

Apply scope (scope filter) to search results (can be activated/deactivated)

x

x

x

x

x

x

Adjust the navigation tree on the left and the graphical display according to the set scope filter.

x

x

x

x

x

x

Apply Scope filter to processes and objects in list view (can be activated/deactivated)

x

x

x

x

x

x

Enable filtering for manuals.

x

x

x

x

x

x

Create new diagrams or object versions.

x

x

x

Delete diagrams and objects that are being edited

x

x

x

Create a new version of released processes and objects.

x

x

x

Create IDs for objects.

x

Organise inputs/outputs in your own architecture

x

Automatic versioning of processes and objects

x

x

x

Sharing: add more approver/approver groups (optional)

x

x

x

Release: Validate methodical rules in the process

x

x

x

Release: Send diagrams and objects to the release

x

x

x

Release: Ignore validation rule warnings to start the release (enable/disable)

x

x

x

x

Release: Define diagram and object validity start "Valid from

x

x

x

Release: Enter reason for revision (must have attributes)

x

x

x

Release: Automatically forward requests for release to approvers

x

x

x

x

Approval: Inform approvers by e-mail about pending requests for approval (optional)

x

x

x

x

Sharing: Automatically create and view requests (tasks) for approvers

x

x

x

x

Release: Manage requests (tasks)

x

x

x

x

Release: Call process/object directly

x

x

x

x

Release: Approve or reject the release of processes and objects

x

x

x

x

Set processes and objects to 'Expired.

x

x

x

x

Review: Define Reviewer

x

x

x

x

x

x

Review: Automatically forward request to the reviewer

x

x

x

x

x

x

Review: Notify Reviewer

x

x

x

x

x

x

Request: Send request for processes or objects

x

x

x

x

x

x

Request: Automatically forward the request to the responsible person

x

x

x

x

x

x

Request: Display/change the processing status of the request

x

x

x

x

x

x

Request: Call process/object directly

x

x

x

x

x

x

Request: Accept or reject a request

x

x

x

x

x

x

Define authorization levels

x

x

Assign permissions to individual users or user groups.

x

x

Set permissions on diagrams or objects

x

x

Assign permissions for facets.

x

x

Assign authorizations for architectures.

x

x

Create document templates for processes and documents.

x

Edit document templates for processes and documents.

x

Release document templates for processes and documents

x

Create document templates for the remaining facets

x

Edit document templates for other facets.

x

Release document templates for other facets

x

Open-generated PDF manuals.

x

x

x

x

x

x

Automatically generate PDF manuals upon approval.

x

x

x

x

x

x

Manage manual templates centrally.

x

Use standard reporting

x

x

Set up customer-specific reporting (optional)

x

x

Configure method

x

Hide, rename, or add attributes/objects (Advanced Configuration)

x

Manage users and user groups.

x

Authentication provider: Use OAuth

x

Define permissions for facets.

x

Define variant types

x

Define Tags

x

Set review date

x

x

x

x

x

Configure languages (default: DE/EN)

x

Configure default or optional language

x

Making languages available for reporting

x

Create and upload a new user interface language.

x

Configure notifications by e-mail or tasks

x

Adjust release cycle

x

Enable and disable features

x

Customize CI

x

Configure profiles

x

Create and customize stereotypes (subtypes) for diagrams/objects.

x

Configure Manuals

x

Define validation rules

x

Configure Service and WebHooks

x

Power BI interface (Data Warehouse)

x

x

SAP Enable Now interface

x

Open REST API interface to Celonis Process Management

x