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BusinessOptix Terminology

Term

Definition
Activity A discrete unit of work within a process model, usually representing a task performed by a role or system.
Activity Identifier Unique ID for activity.
Activity Mapping Mapping roles, systems, and data.
Activity Owner Person accountable for an activity’s accuracy.
Activity Performance Metrics KPIs assigned to a step.
Activity Stream Sequence of tasks by a role.
Activity Type Classification applied to an activity (manual, automated, decision, etc.) to indicate how it is executed.
Administration Console The area used by administrators to manage users, roles, master data, and configuration.
Alternative Scenario Version of the simulation with modified parameters for comparison.
Analysis Mode View used to explore insights.
Analytical Overlay Overlay showing insights.
Annotation Diagram note.
Annual Cost Simulated yearly cost of operating the process.
Annual Volume The total expected number of process instances per year.
API Integration Connection using BusinessOptix APIs.
Application System IT system stored in master data.
Approval Gate Control point requiring approval.
Approval Workflow A workflow pattern where content must be reviewed and approved before being published.
Approver Role responsible for granting final approval on a model before publication.
Architecture Model High-level model representing business capabilities, value streams, or organisational structure.
As Is Process The current-state process used as the baseline for simulation.
As-Is Assessment Analysis of current state.
Audit Checklist Checklist for audits.
Audit Trail Chronological record of changes.
Author A licensed user who can create and edit models in BusinessOptix.
Automated Task System-executed step.
Automated Task A task executed entirely by a system or automation component.
Automation Percentage Percentage of work performed by automated rather than manual resources.
Baseline Reference version of a model.
Benefits Table Simulation input section capturing expected benefits from transformation.
Bottleneck A process point where work is constrained, causing delays or higher costs.
Bottleneck Indicator Signal showing constraint areas.
Boundary Event Event attached to an activity.
BPMN A diagramming standard used for process modelling.
Branch A pathway leaving a gateway representing an alternative or parallel route.
Branching Logic Rules governing branches.
Business Architecture A representation of how an organisation operates, including processes, roles, and capabilities.
Business Case Justification for improvements.
Business Glossary Central dictionary of terms.
Business Metadata Business context metadata.
Business Rules Logic or conditions defining how decisions should be made in a process.
Call Activity Reusable process referenced across models.
Capability A high-level representation of organisational abilities needed to achieve outcomes.
Capability Model Hierarchy of capabilities.
Card A task representation used in dashboards or Kanban boards.
Catalogue Library section containing reusable definitions (roles, systems, KPIs).
Change Advisory Group Stakeholder group for major changes.
Change Log Record of edits, version updates, and publishing activity.
Change Request Request for content updates.
Checklist Step Non-diagram task used in forms.
Collaboration Panel Area where users leave comments and feedback in Web Author.
Comment User feedback attached to a model.
Comment Thread Grouped comments.
Compliance Requirement Documented obligation linked to processes.
Component Any modelling element within a model.
Conditional Flow Flow path executed only when defined conditions are met.
Configuration Folder Folder for system components.
Conformance Check Validation against modelling rules.
Conformance Report Report of modelling rule adherence.
Continuous Improvement Cycle Ongoing improvement loop.
Control Owner Owner of a control.
Control Weakness Identified risk in a control.
Cost Allocation Model Model describing cost distribution.
Cost Driver Factor generating process cost.
Cost of Operations The total annual cost of running the simulated process.
Cross-functional Process Process spanning multiple roles or systems.
Cycle Efficiency Value-added time ratio.
Dashboard Visualisation tool showing KPIs and process insights.
Data Capture Rule Rule for form data.
Data Dictionary Catalogue of data elements.
Data Flow Movement of information.
Data Ingestion Loading external content into BusinessOptix.
Data Object Representation of input or output information in a process.
Data Set Structured data for dashboards.
Decision Model Model of decision logic.
Decision Table Structured rules for decision steps.
Demand The volume of work a process must handle over daily, weekly, or monthly cycles.
Dependency Link Shows reliance between elements.
Dependency Mapping Representation of relationships between processes, roles, or systems.
Diagram Visual representation of a model.
Discovery Agent AI tool that ingests documents and generates processes.
Discovery Skill AI skill for ingestion.
Document Output Generated PDF, Word, HTML, or Excel document.
Document Repository Storage for reference documents.
Document Template Template for outputs.
Drill-down Navigation into deeper subprocesses.
Drill-through Navigation Detailed navigation.
Duration Estimate Time estimate for activity.
Editor The authoring interface where modelling occurs.
Effectiveness Measure Outcome quality metric.
Efficiency Ratio Output relative to resources.
Escalation Workflow Workflow for overdue/risk items.
Event Trigger or end-point in a process model.
Event Log Record of workflow events.
Exception Handling Management of errors.
Execution Time Estimated time required to complete a process step.
Export Configuration Template for output formatting.
Export Package Zip-file of model definitions, metadata, and outputs.
Feedback Loop Improvement cycle.
Fixed Cost Costs that do not change with process volume (e.g., infrastructure).
Flow Connector showing sequence between steps.
Flowchart Model Simplified procedural model.
Folder Structure Hierarchy of content within a library.
Form Model Model used to collect structured information.
Form Submission Completed form instance.
Function High-level organisational grouping.
Future State Process Improved or desired version of a process.
Gap Analysis Comparison between current & future states.
Gateway Decision point directing flow to multiple branches.
Governance Dashboard Dashboard showing review/publish status.
Governance Workflow Rules defining how content is reviewed and approved.
Governance Workflow State Status in governance workflow.
Handoff Transfer of work.
Heatmap Visual overlay showing risks, costs, or other metadata.
Heatmap Layer Layer showing intensity.
Hierarchical Capability Map Nested capability map.
Hierarchy View Tree showing model relationships.
Highlight Mode Visual tool for highlighting metrics.
Human-in-the-Loop Step Human validation step.
Impact Assessment Evaluation of change effects.
Import Wizard Tool for importing diagrams or data.
Improvement Opportunity Identified improvement.
Information Store Diagram element showing document or data usage.
Input Data or trigger consumed by a process step.
Input Dependency Dependencies on input.
Input Form Form initiating workflow.
Input Schedule Defines how many instances enter the process and when.
Insight Dashboard Dashboard summarising performance metrics or metadata.
Instance A single workflow run.
Integration Point Connection to external systems.
Investments Table Simulation input section capturing transformation investment costs.
Issue Log List of issues.
Issue Resolution Workflow Workflow resolving issues.
Iteration Updated version of a model.
Job Role Role defined in master data.
Key Risk Indicator Risk-tracking metric.
Knowledge Base Article Help guidance content.
KPI Metric used to measure performance.
KPI Owner Owner of KPI accuracy.
KPI Tree Hierarchy of related KPIs.
Label Classification tag.
Lane Diagram band representing a role or department.
Lead Time The total duration from the start to the completion of a process instance.
Lead Time (Longest) Slowest observed completion time in the simulation.
Lead Time (Mean) Average duration from start to completion of a process instance.
Lead Time (Median) Middle value of lead time distribution, with 50% of cases faster/slower.
Lead Time (Shortest) Fastest observed completion time in the simulation.
Lean Mapping Method focusing on waste identification.
Legacy Model Retained but outdated model.
Library Repository containing all models, documents, and data.
Library Administrator Person managing access, structure, and master data.
Library Governance Policies ensuring quality and control of models.
Library Owner Accountable role for the entire library.
Library Template Starting point template.
Link Connection pointing to another model.
Management System Framework of processes & documents.
Manual Task Human-executed task.
Mapping Toolset Modelling components.
Master Data Reusable reference data like roles, systems, and locations.
Maturity Level Assessment of process capability.
Max Annual Volume The upper limit of annual process volume in simulation.
Metadata Attributes describing a model (status, author, cost, risk).
Migration Package Content export package.
Milestone Key event in a process.
Model Any structured content—process, dashboard, form, system, etc.
Model Clone Duplicate model.
Model Compare Tool showing differences between model versions.
Model Dependency Graph Graph of inter-model links.
Model Fragment Reusable modelling component.
Model Governance Governance rules for models.
Model History Timeline of changes.
Model Migration Moving content between libraries.
Model Properties Metadata fields.
Model Version Set Grouped versions.
Modelling Standard Rules defining structure, notation, and naming.
Navigation Panel Sidebar showing components and structure.
Net Profit The difference between transformation benefits and investment costs.
Net Profit Difference between total benefits and investment costs.
Notification Automated message alerting users of tasks or reviews.
Object Repository Storage for reference objects.
Operating Procedure Step-by-step instructions.
Opportunity Score Score rating improvements.
Other Resource A long-term allocated resource used for subprocess calls or embedded processes.
Output Dependency Dependencies on outputs.
Output Format Document type generated from a model.
Overlay Visual highlighting of metadata.
Owner Person accountable for maintaining a model.
Parallel Path Simultaneous branch.
Participant User who can view, comment, or complete workflow tasks.
Path Analysis Evaluation of flow paths.
Performance Baseline Initial KPI set.
Performance Threshold Minimum acceptable KPI.
Policy Linkage Link between processes & policies.
Process End-to-end flow of activities.
Process Catalog Structured list of processes.
Process Controls Internal process checks.
Process Dependency Relationship between processes.
Process Failure Mode Possible failure point.
Process Library Area for all process models.
Process Map Visual representation of a process.
Process Map Layer Toggleable metadata layer.
Process Performance Dashboard Performance dashboard.
Process Variant Alternative version of a process.
Publication Workflow Steps from draft to published.
Quality Gate Quality checkpoint.
RACI Matrix Responsibility matrix.
Real-time Dashboard Live-updating dashboard.
Reference Model Baseline model.
Regulatory Mapping Map of processes to regulations.
Release Notes Summary of model updates.
Resource Pool A group of defined resources (people or systems) with cost and schedule attributes.
Resource Schedule Defined working hours and availability for a resource pool.
Return on Investment (ROI) Percentage return expected from process transformation.
Reusable Process Pattern Reusable model component.
Review Cycle Periodic review schedule.
Re-work Cost Costs arising from repeating or correcting activities in the process.
Risk Category Classification of risks.
Risk Register List of risks.
ROI (Return on Investment) Percentage return calculated from benefits versus investment.
Role-based Variable Cost Model Costing model where variable costs are attached to roles and calculated via utilisation.
Scenario A simulation configuration representing specific parameters (As Is, To Be, alternatives).
Scenario Model Model for scenario testing.
Simulation Defaults Baseline settings used when scenario-specific overrides are not defined.
Simulation Output Simulation results.
SLA Violation Breach of SLA.
SOP Standard Operating Procedure.
Supply The resources required to execute activities within the process.
System Owner Owner of system metadata.
Task Completion Event Event fired on task completion.
Throughput Number of process instances completed over a defined time period.
To Be Process A future-state process reflecting proposed changes or improvements.
Tracked Metric Metric monitored over time.
User Acceptance Workflow Workflow for user acceptance.
User/Manual Task A task type that requires human execution (FTE-driven).
Utilization Percentage of available resource time spent doing work during simulation.
Validation Rule Rule ensuring data correctness.
Variable Cost Costs that change with transaction volume or hours worked.
Warm-Up Period An initial simulation interval used to stabilise the model before results collection.
Work in Progress (WIP) The number of instances currently active or waiting at steps in the process.
Work Time Total active working time spent on tasks, excluding waiting or idle time.
Workflow Assignment Rule Determines task assignment.