Major Features
SmartFlow - AI Process Builder and Optimiser
ProcessPro helps you build and optimise your processes with these new tools:
Explore Process Ideas: Now improved — give AI a title and objectives to map out your process.
Optimise Process: Get AI suggestions to streamline, merge or simplify steps.
Health Check & Risk Analysis: Let AI identify missing triggers, roles, or structural gaps.
Create Executive Summary: Generate a concise 4–5 sentence overview for stakeholders, leveraging AI.
Suggest Process/Value Stream Groupings: Get AI-recommended phases or subprocesses.
Generate SOP: Let ProcessPro generate a formal Standard Operating Procedure document.
Introducing BPMN Event Nodes (BPMN 2.0)
You can now add event nodes to your process maps and value streams, making it easier to model triggers, messages, and conditions. Use event nodes to show when and how processes start, wait, or end, giving your processes more precision and clarity.
This example demonstrates two different event categories:
Customer address update is a Start — Event Sub-Process Non-Interrupting event type, that allows an address change to be processed alongside the ongoing order flow.
Wait for payment confirmation is an Intermediate — Catching event type. This event cause the process to pause until payment is confirmed by the payment gateway.
Introducing Data Objects and Data Storage (BPMN 2.0)
You can now include data objects and data stores in your process maps to show how information is used, produced, or stored during a process. This adds more context and clarity to your diagrams by highlighting key documents, data inputs, and storage locations.
The below example is from a car insurance claim process. The Accident Report, Photos of Damage, and Repair Estimate are modeled as Data Objects — they are used and updated during the activity 'Submit a claim form with required information'. They flow between tasks but don’t persist once the process is done.
Whereas the Claims Database is modeled as a Data Store: it stores all processed claim records for long-term retention, auditing, and future reference.
Introducing Custom Fields
You can now add Custom Fields such as Purpose, Scope, and SOP Objectives to include more context and detail in your processes. These fields also help ensure that all key information is available when generating Standard Operating Procedures (SOPs) using SmartFlow. The below example depicts custom fields for a car insurance claim process displayed in the diagram content menu:
Additional Features
Improved Tags
Our Tags feature has been enhanced to make it more intuitive and clearer. The updated summary screen now shows exactly where tags are used and lets you manage all your object tags in one place. Tags are also easier to use directly on your process map and now appear on the process steps for quick reference. Read more about process tags and activity tags.
Enhancements
Allow users to reorder directly on the map
Update the stakeholder display to reflect role based system with roles shown first
Include Welcome Email Sent to change log
Rename "Delete" to "Unlink" on start and end points
Allow the connector tab to be visible even when branching is not enabled
Improve the visibility of information in dropdowns
Upgrade the look of the printed PDF by removing the dark grey background on the headers
Prevent users without add processes permission from creating process via managed document suggestions
Ensure all AI usage points show same warning when AI limit is reached
Technical Enhancements
Dynamically generate modals
Save attachment file type in database when document uploaded
Fix date created for records from global library
Remove the copy of formatted text into TinyMCE
Fixed Bugs
Allow users to print archived PDFs
Ensure diagram content menu allows full scroll functionality when collapsed and hovered over
Fix incorrect role selection options for activity role and stakeholder in process list and ownership reports
Fix email error when using activation or reset password link
Fix inability to override RACI types
Enable Add button when adding materials on time and cost
Fix missing data in updated and updated by columns in approval activities report
Prevent deletion of directory subfolders when parent folder has no content
Ensure all notifications and tasks are being sent through ProcessPro Teams
Ensure all AI Requests display their correct title
Disable gateway shortcut on branch nodes
Prevent drag and drop of branch parent into a gateway
Ensure the user who duplicates or transfers and object is correctly recognised