Feature: Your Process Map Should Do Arithmetic

Numeric fields, hierarchy-aware calculations and conditional style rules let a Sapeum map carry effort and cost on the steps themselves, and color the diagram by the result.

The Sapeum team

3 min read

Most process maps are pictures. The business case that justifies changing the process lives somewhere else, in a spreadsheet built during the same engagement, and the two drift apart immediately. Somebody adds three steps to the map in week four, nobody updates the model, and by the time the recommendation is presented the numbers describe a process that no longer matches the diagram printed next to them.

Sapeum puts the numbers on the map. Each process defines its own fields, so a claims process and a hiring process can carry different metadata. Numeric fields declare units, bounds and a color, and render as a small bar on the step card. Two ship as defaults, effort and systems touched. Calculation fields compute from other fields through a sandboxed expression evaluator, and they are hierarchy-aware, which is the part that matters. A parent step totals its children, so the cost of a sub-process falls out of the map instead of being maintained by hand beside it.

Two adjacent steps in a process, both executed by Amy. Each carries a Cycle time (hours) field rendered as a filled horizontal bar above its value. The first step reads 1 and shows a short bar; the next reads 3.5 and shows a bar roughly three times longer.

One hour against three and a half. The bar makes the comparison before you have read either number.

Once the numbers are on the map, the styling can read them. A display rule names a field, a value to match, and what to change, with color, shape and outline set independently so that two rules compose rather than compete. The value can be an exact match, a numeric comparison, a contains test, or simply not empty at all. That last one earns its keep. A rule that colors every step with something written in its Problems field turns the map into a picture of where the process hurts, and nobody has to remember to apply it. Rules are stored at a scope you pick, so a convention set once for the whole team lands on every process in it.

The Edit Display Rule panel. Scope is set to Whole team, the Field is Problems, and the Value is the not-empty operator. Help text explains the operators available: not empty, empty, contains, or an exact value. Below are separate controls for Color, Shape and Outline, an Active checkbox, and an existing rule listed underneath with buttons to reorder, edit or delete it.

One field, one condition, one color. Stored on the team, so it applies everywhere.

A section of an insurance underwriting map where two elements are tinted red and the rest are blue. The red container is headed "Extract required underwriting data" and carries a Problems field reading "This extraction is done manually today, is very time consuming, and has errors roughly 10% of the time." Its three child steps, which carry no Problems field, stay blue.

And here is that rule doing its work. Nobody colored these in by hand.

The pattern worth noticing: conditional formatting is not decoration, it is the cheapest analysis in the product. A map that answers "where is the bottleneck" by being looked at is a different conversation from a ranked table. The same fields export to a spreadsheet, one row per step with the hierarchy in columns, for the point in the engagement where finance wants a model rather than a diagram, and because the model is generated from the map the two cannot drift.

Sapeum lets your process map carry the numbers that justify changing it. Try Sapeum.

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