Originally published: Sept. 2022
Most recently updated: May 2025
Welcome to Process Orchestration 101 (V3). We’re glad you’re here. With this document, our goal is to give enterprise teams everything they need to get started using AI-powered process orchestration technology. Consider it a primer on what exactly this technology is, why it’s so exciting, what can be done with it, and how to get started.
The enterprise is in the midst of a software renaissance. It’s powered by AI, automation, and a renewed excitement about what sort of large-scale problems software can be employed to solve.
Many enterprise employees, however, aren't feeling the potential. Processes remain complex and siloed, and employees still spend too much of their time hacking through manual work: jumping between tabs, filling out forms, chasing stakeholders, and logging in and out of other teams’ preferred systems. To properly kick off simple things like intake requests, for example, employees still have to log in to large P2P or ERP platforms that they aren’t comfortable with, hunt around for information in other apps they either don’t have easy access to or don’t want to have to log in to, and manually collaborate with stakeholders outside the initial workflow. If you remember the first time you went clicking around SAP, you have some sense of how your employees feel.
Internal service teams, meanwhile—the folks who are supposed to be driving change—remain stuck facilitating processes that are too slow and too manual. This has downstream impacts. Where internal service teams like procurement and legal strive to be proactive—brought into buying experiences early enough to add unique value, for example—they’re forced instead to be reactive. Where they work toward strategic initiatives, they find themselves spending all their time on lower impact manual work. This translates directly into things like increased cycle times—requests simply take longer on average to complete—lower process adoption, and deleterious user experiences… all of which hurts your internal team’s potential utility as a business partner and value driver. Why give procurement or legal a seat at the table if the functions are mere encumbrances?
Then there's the question of AI and other new and exciting enterprise technologies coming online. Another thing internal enterprise teams are tasked with doing is strategically instrumenting such innovative tools into their mission-critical processes, such that employees can begin to benefit from them systematically and at scale. But for too many enterprise teams, the best they've been able to do is provide employees chatbots that can only do things like help users navigate siloed UIs and policy documents. Internal teams don't yet at scale make AI agents available to employees when and where they need it.
So there are many moving parts to this broader challenge that every single enterprise is today facing: how to make better, more efficient use of our (existing and new) technology and data, such that our processes and operations serve to empower our humans and increase their capacity, rather than drain their energy?
The answer to that challenge is process orchestration.
This updated version of Process Orchestration 101 provides a step-by-step guide for leveraging this paradigm-shifting technology effectively and completely.
More specifically, in Process Orchestration 101, you'll learn:
And more!
For internal teams in the modern enterprise to be able to do the kind of work that their organizations today very much need them to do—mitigate risk, reduce costs, partner with the business, encourage innovation across the organization, empower employees and improve experiences—they need technology of requisite holistic breadth and dexterity.
They need tools that allow them to create processes that foster collaboration and break down silos and that make AI agents accessible to employees when and where they need them. And they need a means of making better use of their own time and of creating employee experiences that not only encourage process adoption, but that provide operational value that only procurement can provide. They need, simply put, a way to orchestrate.
Ready to get started?
Download it now!