Operational Knowledge

Your company's know-how as a tangible, reusable asset

Q: What is the difference between task mining and process mining?

Task mining looks at user interactions (clicks, keystrokes) on a desktop. Process mining looks at system logs (ERP, CRM). Operational Knowledge captures the *context*—the 'why' and 'how' that neither logs nor clicks fully explain—by recording the expert's voice and screen together.

Q: Why is process documentation important?

It creates a single source of truth. Without it, knowledge is trapped in heads or chats. Documentation ensures consistency, speeds up onboarding, and provides the ground truth for AI assistance.

Q: How does SOP standardization help?

Standardized SOPs reduce errors and rework. When everyone follows the same best practice, quality improves, and it becomes easier to automate the stable parts of the process.

Q: How do you ensure knowledge retention?

By capturing knowledge as it happens (recording experts) and structuring it into a Knowledge Graph. This means when an expert leaves, their know-how stays behind in a usable format, not just a folder of videos nobody watches.

Transform scattered expertise into a connected Knowledge Graph. Never lose critical know-how again—always ready for automation, documentation, and AI assistance.

Capturing from:

PDF Document

Knowledge Graph

SOP Generator

AI Flowcharts

52 Chunks

47 Documents

Scroll to explore

The New Know-How Layer

Capture knowledge from any source

Upload or collect data in any format. Our AI extracts the relevant information and passes it to your Knowledge Graph— creating a tangible asset that's never lost, always reusable, and ready to leverage.

Screen recordings

Video calls

PDF documents

Images & JPGs

Audio files

Transcripts

AI Extraction

Knowledge Graph

Your company's tangible know-how asset

Supported Formats

Screen recordingsVideo call recordingsMeeting transcriptsPDF documentsWord filesExcel spreadsheetsJPG/PNG imagesAudio files (MP3, WAV)PresentationsEmailsChat logsWiki pagesHEC filesAnd more...

Core Feature

The Knowledge Graph

All your operational knowledge—connected, searchable, and ready to leverage. The Knowledge Graph links documents, workflows, recordings, and insights so you can find answers instantly, automate with context, and preserve expertise for the long term.

Automation

Power workflows with context

Documentation

Generate SOPs & guides

Analysis

Understand how work flows

AI Assistance

HEIDI answers from knowledge

Knowledge Graph

All your operational knowledge connected, searchable, and ready to leverage.

Live System

Ask Knowledge Base

Natural language Q&A

Workflows

Connected processes

Documents

Indexed & linked

HEIDI Integration

AI-powered assistance

Never lost

Expertise is captured and preserved—even when people change roles or leave.

Always connected

Knowledge links to workflows, documents, and decisions—not isolated files.

Instantly searchable

Ask questions in natural language and get answers from your knowledge base.

Ready to leverage

Use knowledge for automation, documentation, training, and AI assistance.

Leverage Knowledge

SOP Creation with AI

Turn your Knowledge Graph into professional Standard Operating Procedures. Describe your process to HEIDI, choose your visualization style, add your company branding, and generate documentation that teams can actually follow.

Individual Branding

Add your company name, logo, and choose from professional visualization styles.

Company name & logo
6 visualization styles
Consistent corporate look

Workflow Visualization

AI generates clear flowcharts with decision points, process steps, and logical flows.

Flowchart & Hierarchical
BPMN 2.0 export
Interactive visual editor

SOP Text Editor

AI helps you add tables, diagrams, and structured content to your procedures.

AI-generated tables
Embedded diagrams
Rich text formatting

SOP Generator

Create professional documentation with AI assistance, custom branding, and multiple output formats.

AI-Powered

Talk to HEIDI

Describe your process with voice and let HEIDI document it.

Multiple Styles

Corporate, Blueprint, Modern, Classic—choose your visual style.

AI Suggestions

Get intelligent suggestions to complete your documentation.

Use cases

What you can do with Operational Knowledge

From quick SOPs to full process automation, your knowledge becomes actionable and shareable.

SOP creation

Turn proven work into step-by-step procedures teams can follow.

Documentation

Capture steps, decisions, handoffs, and exceptions in one place.

Knowledge retrieval

Find answers fast: policies, rules, templates, and how work gets done.

BPMN 2.0 export

Export standardized processes for governance and downstream execution.

How it connects to HEIDI and Automation

Operational Knowledge is your foundation. HEIDI uses it to answer questions and guide work in real time. Your no-code Automation builder uses it to turn proven procedures into reliable automated workflows.

Q&A

Frequently asked questions

Learn more about how Process Designer works and how it can help your organization.