84 templates
BPMN 2.0 templates
Business Process Model and Notation 2.0 — gateways, pools, events, tasks. Standard for process modelling in industry and operations research.
BPMN — Insurance Claim
End-to-end insurance claim approval with a gateway and tasks.
Flow & ProcessBPMN — Loan Approval
Loan-approval process with exclusive gateway, service task, and message events.
Flow & ProcessBPMN — Pizza Order
The canonical BPMN teaching example — pizza ordering with parallel cook + bake.
Flow & ProcessEmployee onboarding
Offer accepted → IT provisioning + buddy + paperwork → ready.
Operations & OpsLeave request
Submit → manager approve? → HR record / send back.
Operations & OpsExpense approval
Receipt → policy check → over-threshold approval → reimburse.
Operations & OpsOrder fulfilment
Order → pay → pick → pack → ship → close.
Operations & OpsCustomer support ticket
Open → triage → solvable? → fix or escalate → close.
Operations & OpsIncident handling
Alert → page → mitigate → postmortem.
Operations & OpsProcurement 3-way match
PO → goods received → invoice → match → pay.
Operations & OpsHiring loop
Application → screen → interview → offer → hired.
Operations & OpsSoftware release
Code complete → tests → staging → QA approve → prod.
Operations & OpsLoan application
Apply → credit check → underwriting → approve / decline.
Operations & OpsData pipeline run
Extract → transform → validate → load (or alert).
Operations & OpsBPMN — online payment
Customer payment flow with gateway and validation gateways.
Flow & ProcessBPMN — leave request
Employee → manager → HR leave-approval workflow.
Operations & OpsBPMN — order fulfilment
End-to-end fulfilment from order to ship.
Operations & OpsBPMN — refund process
Customer-initiated refund with finance approval.
Business & StrategyOrder-to-cash with credit check and dunning
End-to-end O2C collaboration: a purchase order from the customer is validated, credit-checked (with a credit-hold review), confirmed, picked, shipped and invoiced, then cash is applied — or a 30/60/90-day dunning cycle escalates to collections. Three lanes, seven message flows to the customer. Illustrative payment terms.
Operations & OpsProcure-to-pay with three-way match
P2P collaboration from purchase requisition to supplier payment: budget-holder approval, PO issue, goods receipt and invoice receipt in parallel, a three-way match (PO, goods receipt, invoice) with a variance-resolution loop, then payment and remittance. Four lanes and five message flows to the supplier. Illustrative tolerances.
Operations & OpsEmployee onboarding through probation
From signed offer to confirmed employment: HRIS record and welcome pack, then right-to-work checks, the manager's 30-60-90 plan, IT accounts and equipment and a desk and badge prepared in parallel, a day-one induction, timer-driven 30-day check-in and an end-of-probation decision. Four lanes and four message flows with the new hire. Illustrative probation length.
Operations & OpsITIL incident management with major-incident path
ITIL 4 incident management: log and categorise, prioritise by impact × urgency, first-line resolution from the knowledge base, functional escalation to a resolver group with a timer on the resolution target, a separate major-incident path (bridge, stakeholder updates, problem record), and auto-closure if the user does not reply. Illustrative service levels.
Operations & OpsLoan origination with DMN decision and manual underwriting
Consumer-loan origination: completeness check, credit-bureau pull, a business-rule task that evaluates a DMN decision table (APPROVE / REFER / DECLINE plus pricing tier), a three-way gateway on the decision output, manual underwriting for referrals, an adverse-action notice for declines, and an offer that is either signed or lapses after 30 days (event-based gateway). Illustrative offer validity.
Business & StrategyCustomer support escalation (Tier 1 → Tier 2 → engineering)
Tiered support with SLA-driven escalation: triage and SLA assignment, Tier 1 troubleshooting with a 2-hour timer that escalates to Tier 2, defect hand-off to engineering for a hotfix, and an event-based wait for the customer to confirm, report that the problem persists (re-opens to Tier 2) or go silent for 5 days. Illustrative SLAs.
Operations & OpsInvoice approval with timer escalation
Accounts-payable invoice approval: capture, duplicate check, GL coding, approver routing from an authority matrix, budget-holder approval guarded by a 3-day interrupting timer boundary event that escalates to the finance manager, rejection back to the supplier, and payment with remittance. Illustrative escalation period.
Operations & OpsHiring collaboration with candidate and screening provider
Recruitment as a BPMN collaboration: the employer's pool (recruiter, hiring manager, interview panel) exchanges ten message flows with a Candidate pool and a background-screening provider — application, interview invitation, regret and feedback emails, offer and acceptance with a 7-day timer, screening request and report, contract or offer withdrawal. Illustrative offer deadline.
Operations & OpsEmergency department patient intake and triage (ESI)
Clinical intake in an emergency department: arrival registration, nurse triage with vital signs, Emergency Severity Index (ESI) assignment, immediate care for ESI 1–2, full registration and waiting-room monitoring with a timer-driven re-triage loop for ESI 3–5, then clinician assessment and an admit-or-discharge disposition. Illustrative re-triage interval.
Operations & OpsInsurance claim from first notice of loss to settlement
Property or motor claim lifecycle: FNOL registration, policy-cover verification with declination, fraud-risk scoring with referral to the special investigations unit, document collection and damage inspection in parallel, quantum assessment and reserving, a settlement offer with a negotiation loop, and payment. Four lanes and seven message flows with the claimant.
Business & StrategySoftware release with parallel quality gates and canary rollout
Release pipeline modelled in BPMN: build and sign artefacts, then four quality gates in parallel (integration tests, SAST and dependency scan, regression testing, release notes), a fix-and-rebuild loop, change approval, a canary deployment with a 30-minute bake timer, SLO comparison, and promotion to full traffic or automatic rollback. Illustrative canary settings.
Operations & OpsReturns and refunds (RMA) with inspection grading
E-commerce returns: eligibility check against the returns policy, RMA and prepaid label, a 14-day timer on the parcel arriving, inspection and grading that restocks resaleable items, returns faulty units to the vendor or refuses customer-damaged items, and a refund to the original payment method. Six message flows with the customer. Illustrative policy windows.
Business & StrategyKYC / AML customer onboarding with screening and EDD
Customer due diligence for a regulated firm: identity verification with a further-evidence loop and 10-day timer, sanctions, PEP and adverse-media screening, analyst review of potential matches, exit-and-report on a true match, risk rating, enhanced due diligence and MLRO approval for high-risk clients, then account opening. Illustrative deadlines.
Business & StrategyITIL change enablement (standard, normal and emergency)
Change enablement per ITIL 4: a request for change is classified as standard (pre-authorised, straight to implementation), normal (impact assessment and CAB authorisation) or emergency (ECAB), then scheduled, implemented with a backout path, and reviewed and closed. A rejection by either board goes back to the requester.
Operations & OpsQuote follow-up with an event-based gateway
A worked example of the event-based gateway: after a quotation is sent the process waits for whichever happens first — the customer accepts (purchase order), declines, or 14 days pass — with up to two follow-ups before the opportunity is recorded as lost. Accepted quotes become sales orders. Illustrative follow-up timing.
Business & StrategyMonth-end financial close with timer start
Record-to-report month-end close triggered by a monthly timer start event: period cut-off, accruals and recurring journals posted while the AP and AR sub-ledgers close in parallel, balance-sheet reconciliations, consolidation, controller review of the trial balance with an investigate-and-adjust loop, then approval, period lock and management reporting. Illustrative timetable.
Business & StrategyTender panel: independent scoring and conflict review
Combine independently recorded technical scores, commercial review and conflict declarations before award. Preserve reasons and panel evidence. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Operations & OpsSupplier qualification with three independent clearances
Qualify a supplier only after capacity, financial resilience and integrity checks are complete. A failed clearance initiates documented remediation. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Operations & OpsLending case with affordability and collateral review
Model independent affordability and collateral checks before a documented credit decision; scoring and thresholds must be replaced with approved policy. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Business & StrategyResearch activation with ethics, privacy and site clearance
Prevent research activation before the independent ethics, data protection and site readiness records have all been received. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Research & AcademicDesign freeze with constructability and operations review
Integrate design coordination, constructability and maintainability review before freezing a controlled baseline. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Project & PlanningAI release gate with quality, safety and data sign-off
Join independently documented evaluation, misuse testing and data provenance review before promoting a model release. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesTransaction readiness with financial and technology diligence
Combine commercial, technical and legal diligence into a recorded readiness decision; the model does not provide legal conclusions. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Business & StrategyCritical vulnerability remediation with independent verification
Require application testing, infrastructure verification and security retest before closing a vulnerability. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityProduct release with support, reliability and accessibility readiness
Bring independent operational, reliability and accessibility reviews together before a public launch decision. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Business & StrategyRelief allocation with needs, stock and safeguarding checks
Reconcile independently assessed needs, physical stock and safeguarding conditions before approving a distribution plan. Editable collaboration with role lanes, decisions and independent parallel checks. Illustrative policy and timing; adapt to local requirements.
Operations & OpsData contract review with schema repair loop
Review schema compatibility, ownership and quality expectations; allow a producer to correct a version or withdraw it. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesGrant proposal budget and justification revision
Model budget eligibility and justification review, with explicit resubmission or withdrawal rather than silently approving incomplete proposals. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Research & AcademicNonconformance correction with inspection evidence
Track a construction nonconformance from inspection through corrective work and reinspections while retaining an explicit unresolved closure route. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Project & PlanningPrivacy impact assessment with mitigation revision
Assess a proposed data use, its necessity and controls, then revise mitigations or stop the proposal if it cannot meet approved requirements. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityManuscript decision with author revision cycle
Coordinate a versioned editorial assessment and author revision response, retaining rejection or withdrawal as explicit alternatives. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Research & AcademicAccessibility defect resolution with retest loop
Keep an accessibility issue open until a reproducible workflow passes retest; support a recorded scope decision if correction is not currently viable. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Operations & OpsInvoice dispute with evidence correction and re-review
Assess disputed invoice lines against delivery and contract evidence, allowing corrected evidence or a recorded unresolved dispute. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Operations & OpsAssessment appeal with evidence revision
Review the procedure and submitted evidence in an assessment appeal; retain the original record and issue a reasoned decision. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Research & AcademicModel card review with evidence correction
Require performance claims, known limitations and intended-use statements to match traceable evaluation evidence before publication. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesAsset handover dossier with operator reinspection
Verify a handover dossier and operator demonstrations; return incomplete components to the delivery team while preserving a controlled acceptance decision. Editable collaboration with role lanes, decisions and a correction and resubmission loop. Illustrative policy and timing; adapt to local requirements.
Project & PlanningSupplier corrective action under a response deadline
Receive a supplier corrective-action response under a bounded deadline, then validate effectiveness or move to controlled escalation. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Operations & OpsPrivileged access recertification with expiry escalation
Obtain a manager recertification response before an illustrative expiry; route missing or invalid attestations to a documented access-control decision. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityDesign clarification request with overdue impact review
Bound a design clarification wait and route an overdue or inadequate response to a documented programme-impact decision. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Project & PlanningPersonal data correction request with escalation clock
Receive requested supporting information within an illustrative internal service clock, then verify correction scope or escalate for a recorded determination. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Operations & OpsClaim evidence request with overdue review
Track missing claim evidence with an internal deadline and distinguish a supportable decision from a case requiring an accountable determination. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Business & StrategyEthics amendment clarification under review deadline
Bound the wait for clarification of an ethics amendment and prevent an unanswered query from being treated as approval. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Research & AcademicThird-party outage with vendor restoration deadline
Receive vendor restoration evidence under an internal service clock; route lateness or failed verification to continuity activation. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityPayment certificate query with assessment deadline
Resolve a query about measured work before certification, with explicit escalation where evidence arrives late or does not substantiate the claim. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Project & PlanningAI provider incident with evidence response deadline
Request provider incident evidence, verify impact containment and route an overdue or incomplete response to a controlled model fallback. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesBenefits realization attestation with overdue review
Request benefit-owner evidence for a reporting period, validate attribution and escalate missing evidence without counting unsupported benefits. Editable collaboration with role lanes, decisions and an interrupting response timer. Illustrative policy and timing; adapt to local requirements.
Project & PlanningBackorder reservation with customer response or expiry
Race a customer acceptance message against a reservation expiry so stock is not retained after a missed response. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Operations & OpsInterview scheduling invitation with response window
Model an invitation response and timer as competing events, then validate the selected time or release capacity. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Operations & OpsPeer reviewer invitation with acceptance expiry
Await a reviewer acceptance or expiry; validate conflicts before granting manuscript access and recruit another reviewer if the invitation lapses. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Research & AcademicService appointment offer with capacity release
Race a customer's selected appointment against expiry, preserving capacity and confirming accessibility needs before booking. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Operations & OpsChange-freeze exception awaiting authority decision
Wait for an authority decision or expiration of a change-freeze exception request; late silence must never authorize the change. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityResearch data access agreement with acceptance expiry
Offer a time-limited scoped data access agreement, then validate acceptance before provisioning or let the offer expire. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Research & AcademicRetention offer with consent-based acceptance and expiry
Allow a customer to accept a stated retention offer within a bounded window; otherwise retain the requested cancellation route. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Business & StrategyEquipment loan with pickup confirmation expiry
Hold shared equipment pending borrower confirmation and induction checks; release the hold if no response arrives. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Operations & OpsShutdown work window with operator response deadline
Race operator approval of a shutdown window against expiry and validate isolation conditions before confirming the work. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
Project & PlanningIndependent model evaluation acceptance window
Seek independent evaluation acceptance before a deadline; validate evaluator independence before opening a controlled testing workspace. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesOrder reservation with explicit release on payment failure
Reserve inventory and authorize payment as distinct steps; commit only when both succeed, otherwise reverse reservations and preserve an audit trail. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Operations & OpsCloud environment provisioning with cleanup on failed checks
Provision a scoped environment, validate security controls, and remove created resources if acceptance checks fail. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesBlue-green service cutover with controlled rollback
Prepare a parallel service, verify migration readiness and shift traffic only after checks; restore the prior state on a failed acceptance decision. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Risk & ReliabilityWarehouse stock reallocation with reservation reversal
Prepare a cross-warehouse allocation, verify transport and receiving capacity, and reverse provisional allocations where feasibility fails. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Operations & OpsEmployee role transfer with provisional access rollback
Prepare new-role entitlements, check conflicts and then finalize the transfer or remove provisional access without erasing the existing role record. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Operations & OpsDataset migration with validation and pointer rollback
Copy data into a candidate store, verify integrity and only then switch the consumer pointer; failed validation leaves the original dataset authoritative. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
AI & PipelinesEvent booking with coordinated hold release
Place provisional venue and supplier holds, validate feasibility, and release every hold if an event cannot proceed under approved conditions. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Business & StrategyField experiment deployment with safe withdrawal
Prepare a field experiment under approved permissions, verify readiness and withdraw provisional equipment and access if deployment cannot proceed. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Research & AcademicMaintenance isolation with controlled restoration
Prepare asset isolation, verify a safe work boundary and either authorize the maintenance package or restore controlled service. Actual isolation rules require local competent review. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
Project & PlanningPartner API onboarding with credential revocation on failure
Provision scoped partner access and validate conformance before activation; failed onboarding revokes credentials and removes provisional routing. Editable collaboration with role lanes, decisions and explicit rollback activities. Illustrative policy and timing; adapt to local requirements.
AI & Pipelines