One diagram, five process cards – everything the Process Studio Editor can do

Published on November 14, 2026 · by TAOMAI
Cover image “One diagram, five process cards”: the five process cards of the Process Studio Editor – Process, Organisation, Requirements, Check and Publish.
Cover image “One diagram, five process cards”: the five process cards of the Process Studio Editor – Process, Organisation, Requirements, Check and Publish.

When people think of process modelling, they think of boxes and arrows. The Process Studio Editor draws those too. Above all, though, it records what is attached to the step – role, system, requirement, risk, test case, time and approval – and shows it in a way you can work with. A tour.

Who it’s forProcess owners, business analysts, project and test teams and consultants who work with process models.
WhatA tour of the Process Studio Editor: modelling, details at the step, five process cards, key figures, collaboration and handover.
HowEverything is attached to the process step with a stable identifier. The process cards show the same model from five angles; reporting calculates from it.
WhyA diagram alone answers no questions. We built the Editor so that the model becomes the start of everything else – requirements, tests, manual and key figures.

Getting started: “What would you like to do?”

When you open the Editor, you first see four routes: start from scratch (an empty process diagram or organisation chart, or load an existing BPMN file), start from a template, pick up where you left off – or work together with others. If you would rather talk than draw, describe the process to the TAOM Agent in your own words; how that works is explained in the post Clarify first, then build.

Drawing uses the complete BPMN 2.0 symbol set: tasks, events, gateways, sub-processes, pools and lanes. On top of that come organisation chart, process map, system landscape and RACI matrix. Layout tools align to the grid, arrange the lanes and route connections at right angles. Phases group steps into sections – the structure that later reappears in the target systems.

One diagram, five process cards

At the top of the Editor there are five process cards. They show the same diagram from five angles: the badges on the shapes and the area below the diagram change with them, the model stays the same. Keys 1 to 5 switch between them.

1 · ProcessFlow, phases and texts of the model.
2 · OrganisationRoles, organisation chart and RACI.
3 · RequirementsSystems, requirements and the link to the target system (e.g. Jira).
4 · CheckRisks, test cases and governance.
5 · PublishTarget systems, incoming changes and evidence – the overall view with all badges.

Next to the process cards is the status of the model: draft, published, or published with later changes. If you are working on a process that has already been published, you see it at once – because then every change affects the target systems.

What is attached to the step

In TAOM, a box in the diagram is more than a label. The attribute panel shows for each step:

  • A stable identifier, derived from the enterprise process model – for example P2M.01.02.01-AC001. It appears in the model, in the BPMN file, in the issue and on the documentation page in the target system.
  • Role, system and transaction: who does it, in what and with which function.
  • WRICEF and category: standard or extension, and of what kind.
  • Test relevance, risk, control and test case – with test result and approval status.
  • Description per language, switchable at the step.
  • Provenance and approval: created by people, generated or modified by AI – with the person and time of approval.

Which key figures the Editor shows

Below the diagram are the key figures for the selected process card – the same question as the badges on the shape, just across the whole model: who is responsible, which systems are attached, what needs checking, what has been reported? Model reporting shows the open model and lets you edit the steps directly. Across all models in an area of the enterprise process model, reporting does the calculations.

Key figureWhere it comes from
Test status per step: passed, open, failedTest cases and test runs at the step
Risks by priority, risk without controlRisk assessment at the step
Processing, waiting and lead time with median, 90th percentile and number of casesProcess mining at the step
Plan and actual per activity and roleProject times at the step
Approval status, responsibility by RACI, gapsRoles, organisation and field control
Open tasks per person or role with remaining effortApprovals, tests and project times

The figures are presented as cards, bars, donut charts, heatmaps and Kanban boards. Every figure can be clicked and opens the steps behind it – and from there you go straight into the model. The principle: only what is there gets counted, and every total says what it adds up.

Questions across all models

“Check & find” asks the open model ready-made questions; the attribute directory asks them across the entire inventory. There are thirteen, seven of which target gaps: test-relevant but without a test case; risk without control; AI-generated but not approved; description in one language only. A hit in another model opens alongside: on the left for viewing, on the right your own Editor.

Together on the same model

With Process Studio Team, several people work in the same diagram at the same time. Each person has a colour and initials at the element they are currently working on. Anyone joining knocks first. An element someone is editing is locked for the others – with their name. Changes arrive without reloading; nothing is merged by hand. Across company boundaries, you invite guests to individual models.

Hand over without copying

  • Target systems (e.g. Jira, Confluence): epic, stories per phase, issues per step and the page tree with specifications – from the same model.
  • HTML and PDF: evidence to pass on, with a provenance note and QR code.
  • BPMN file: all TAOM details are in the file; it also opens in other tools.
  • Interface: retrieve processes and attributes programmatically.

Every file edited in TAOM carries a signed provenance seal (SHA-256) and openly labels AI involvement as “AI GENERATED” or “AI MODIFIED”. Provenance can be verified even without access to TAOM.

To be honest

The Editor describes processes; it does not execute them – it is not a workflow engine. Comments directly on a shape have not been built yet. And not every feature is in every tier: the feature matrix shows what is included where. You can try the Editor without signing in.

In short

The Process Studio Editor draws BPMN – and records what is attached to the step. Five process cards show the same model for flow, organisation, requirements, checking and publishing; key figures and questions across all models turn it into a working basis rather than a picture.

About TAOM: TAOM is the method and platform of Traniva AG (Switzerland) for people, processes and AI working together – with Process Studio Editor and Viewer, TAOM Training and Support. Our principle: AI supports, responsibility stays with people.

Read more: Process Studio – capabilities at a glance · Try the Editor · User guide · Learning video: Creating a process model · Learning video: The enterprise process model

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