# Crismo - AI-Native BPMN Process Modeling Platform
# Extended Documentation for AI Systems

> This is the comprehensive documentation file for AI indexing. For a summary, see /llms.txt

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## 1. PRODUCT OVERVIEW

### What is Crismo?

Crismo is the first AI-native process modeling platform. It transforms how organizations capture, document, and manage business processes by combining:

1. **AI Process Discovery** - Upload meeting transcripts and get BPMN diagrams automatically
2. **Professional BPMN Modeling** - Full BPMN 2.0 standard with real-time collaboration
3. **Process Governance** - Dictionaries, attributes, value chains, and role-based access
4. **Automation-Ready Export** - BPMN XML export for Camunda, UiPath, Power Automate

### Key Differentiators

- **AI-First**: Unlike tools that bolt AI onto legacy platforms, Crismo is built from the ground up for AI-powered process discovery
- **Speed**: First diagram in 30 seconds, AI-generated diagram in 5 minutes
- **Collaboration**: Real-time multi-user editing with presence, comments, and reviews
- **Accessible Pricing**: Free tier with AI included, paid tiers starting at $15/month
- **Design-First**: Focus on modeling excellence without requiring process execution engine commitment

### Built By Experts

Created by the team behind:
- The #1 BPMN course on Udemy (100,000+ students)
- Alumni from Camunda and Signavio
- Deep expertise in BPMN standards and process automation

---

## 2. DETAILED FEATURE LIST

### 2.1 Process Modeling

**BPMN 2.0 Modeling**
- Full BPMN 2.0 specification support
- All standard elements: Tasks, Events, Gateways, Pools, Lanes, Data Objects
- Intuitive drag-and-drop canvas with snap-to-grid
- Keyboard shortcuts for power users
- Auto-layout suggestions
- Unlimited undo/redo

**Visual Diagram Editor**
- Modern, clean interface
- Dark mode support
- Zoom and pan controls
- Mini-map for large diagrams
- Element search and navigation
- Copy/paste across diagrams

**Diagram Organization**
- Tags and folders
- Search and filter
- Favorites and recent diagrams
- Bulk operations (export, tag, delete)

**Process Linking**
- Link diagrams to each other
- Sub-process references
- Navigate between related processes
- Call activities with linked diagrams

### 2.2 AI Process Discovery

**Transcript Upload**
- Text files (.txt, .md)
- Audio transcripts from Otter.ai, Rev, etc.
- Meeting notes and minutes
- Interview transcripts
- Document extraction (coming soon)

**AI Diagram Generation**
- Automatic extraction of:
  - Process activities and tasks
  - Decision points and gateways
  - Actors and swimlanes
  - Handoffs between roles
  - Sequence and timing
- Draft BPMN diagram creation
- Multiple diagram suggestions

**Confidence Scoring**
- Visual overlay shows AI confidence per element
- Color-coded: green (high), yellow (medium), red (low)
- Focus human review on low-confidence areas
- Explanations for AI decisions

**Discovery Dashboard**
- Track all discovery projects
- View generation history
- Compare diagram versions
- Team discovery queue

### 2.3 Value Chain Architecture (Pro+)

**Value Chain Modeling**
- Porter's value chain model support
- Custom hierarchy structures
- Multiple value chain types
- Color-coded categories

**Diagram Linking**
- Connect BPMN diagrams to value chain elements
- Click-through navigation from chain to diagram
- Bidirectional references
- Coverage indicators

**Hierarchy Navigation**
- Drill-down from strategic to operational
- Breadcrumb navigation
- Tree view explorer
- Process landscape view

### 2.4 Collaboration

**Real-time Collaboration**
- Google Docs-style multi-user editing
- Presence indicators (see who's viewing/editing)
- Cursor positions visible
- Conflict-free editing

**Comments & Discussions**
- Comment on specific diagram elements
- Threaded discussions
- @mentions for team members
- Comment resolution workflow
- Activity feed

**Team Workspaces**
- Shared diagram libraries
- Common templates
- Shared dictionaries
- Team settings

**Invitations**
- Email invitations
- Invite links
- Pending invitation management
- Role assignment on invite

### 2.5 Export & Sharing

**Image Export**
- PNG (72 DPI free, 300 DPI paid)
- SVG (coming soon)
- Configurable background (transparent/white)
- Selection export (partial diagram)

**Document Export**
- PDF with metadata
- Multi-page PDF for large diagrams
- Cover page options
- Custom header/footer (coming soon)

**BPMN Export (Pro+)**
- BPMN 2.0 XML standard
- Compatible with:
  - Camunda 7/8
  - Flowable
  - jBPM
  - UiPath Process Mining
  - Microsoft Power Automate
  - IBM BAW
  - Activiti

**Public Sharing (Pro+)**
- Generate shareable links
- Password protection (coming soon)
- View-only or comment permissions
- Expiration dates
- Share analytics

**Embed (Pro+)**
- Embed code (iframe)
- Compatible with:
  - Confluence
  - Notion
  - SharePoint
  - Websites
  - Internal wikis
- Responsive sizing
- Interactive viewing (zoom/pan)

### 2.6 Governance & Control (Team+)

**Process Dictionaries**
- Define standard terms
- Role definitions
- System/application registry
- Data object catalog
- Enforced consistency across diagrams

**Custom Attributes**
- Define attribute schemas
- Types: text, number, date, select, multi-select
- Apply to any diagram element
- Attribute templates
- Bulk attribute editing

**Role-Based Access**
- Four role levels:
  - Viewer: Read-only access
  - Member: Edit diagrams
  - Admin: Manage team and settings
  - Owner: Full control including billing
- Diagram-level permissions (coming soon)
- Folder-level permissions (coming soon)

**Audit Trail**
- Version history for all diagrams
- Who changed what, when
- Restore previous versions
- Compare versions
- Export audit logs (Enterprise)

### 2.7 Modeling Tools

**BPMN Validation**
- Real-time linting
- BPMN 2.0 compliance checks
- Common error detection:
  - Unconnected elements
  - Missing start/end events
  - Invalid gateway configurations
  - Sequence flow issues
- Suggestions for fixes

**Process Templates**
- Library of industry templates
- Categories:
  - Finance & Accounting
  - HR & People
  - IT & Operations
  - Sales & Marketing
  - Customer Service
  - Manufacturing
  - Healthcare
- Customizable templates
- Team custom templates (Team+)

**Token Simulation**
- Step-by-step execution
- Visualize token flow
- Test gateway logic
- Identify bottlenecks
- Validate process paths

**Public Playground**
- No sign-up required
- Full modeling experience
- Export capability
- Perfect for evaluation

---

## 3. PRICING DETAILS

### Free Tier - $0/month forever

**Limits:**
- 10 diagrams maximum
- 3 team members per workspace
- Single workspace

**Included:**
- BPMN 2.0 modeling (all elements)
- AI Process Discovery (unlimited)
- Real-time collaboration
- Comments and discussions
- PNG export (72 DPI)
- BPMN validation
- Basic templates
- Token simulation
- Process linking
- Playground access

**Not Included:**
- Value chain modeling
- PDF export
- BPMN XML export
- Public sharing links
- Embed diagrams
- Dictionary management
- Custom attributes
- Advanced roles

### Pro Tier - $15/month ($12/month annually)

**Limits:**
- Unlimited diagrams
- Unlimited team members
- Multiple workspaces

**Everything in Free, plus:**
- Value chain modeling
- PDF export
- BPMN 2.0 XML export
- High-quality PNG (300 DPI)
- Public sharing links
- Embed diagrams
- Full template library
- Priority email support

**Best For:**
- Consultants
- Freelance business analysts
- Small professional teams
- Process improvement projects

### Team Tier - $25/user/month ($20/user annually)

**Limits:**
- Unlimited everything
- Minimum 3 users

**Everything in Pro, plus:**
- Dictionary management
- Custom attributes
- Advanced role management
- Member approval workflow
- Workspace settings
- Team analytics (coming soon)
- SSO via Google/Microsoft (coming soon)
- Audit logs (coming soon)

**Best For:**
- Process governance teams
- Compliance-focused organizations
- Operations teams
- Centers of Excellence

### Enterprise - Custom

**Contact for pricing**

**Everything in Team, plus:**
- SSO/SAML integration (Okta, Azure AD, etc.)
- REST API with full access
- Custom integrations
- Dedicated success manager
- SLA guarantees
- Custom training
- Volume discounts
- On-premise option (roadmap)
- Data residency options

**Best For:**
- Large organizations
- Regulated industries
- Custom requirements

### Discounts

- **Annual Billing:** ~20% discount
- **Nonprofit:** 50% off (verified 501c3 or equivalent)
- **Education:** 50% off (verified .edu or institution)
- **Startup:** Contact for startup program

---

## 4. DETAILED COMPETITOR COMPARISONS

### 4.1 Crismo vs Signavio (SAP)

**Company:** SAP Signavio (acquired by SAP in 2021)
**Category:** Enterprise BPM Suite

| Aspect | Crismo | Signavio |
|--------|--------|----------|
| Starting Price | $0/month | ~$100+/user/month |
| Time to First Diagram | 30 seconds | Weeks (implementation) |
| AI Process Discovery | Yes (transcript-based) | No |
| Process Mining | Roadmap | Yes |
| Real-time Collaboration | Yes | Yes |
| BPMN Compliance | Full 2.0 | Full 2.0 |
| Value Chains | Yes | Yes |
| Dictionaries | Yes | Yes |
| Implementation Required | No | Yes |
| Consultants Required | No | Often |

**When to Choose Signavio:**
- You have existing SAP investments
- You need process mining from SAP systems
- You have budget for enterprise implementation
- You need deep SAP integration

**When to Choose Crismo:**
- You need faster time-to-value
- Budget is limited
- You want AI-powered discovery
- You don't need SAP integration

### 4.2 Crismo vs Lucidchart

**Company:** Lucid Software
**Category:** General Diagramming

| Aspect | Crismo | Lucidchart |
|--------|--------|------------|
| BPMN Support | Native 2.0 | Shape library only |
| BPMN Validation | Yes | No |
| BPMN XML Export | Yes | No |
| Value Chains | Yes | No |
| Dictionaries | Yes | No |
| AI Discovery | Yes | No |
| General Diagrams | BPMN focus | Yes (all types) |
| Org Charts | No | Yes |
| Network Diagrams | No | Yes |

**When to Choose Lucidchart:**
- You need general diagramming
- You create org charts, network diagrams
- You need flowcharts (not strict BPMN)

**When to Choose Crismo:**
- You need real BPMN compliance
- You export to automation platforms
- You need process governance

### 4.3 Crismo vs Miro

**Company:** Miro
**Category:** Collaborative Whiteboard

| Aspect | Crismo | Miro |
|--------|--------|------|
| Primary Use | Process modeling | Visual collaboration |
| BPMN Native | Yes | No (templates only) |
| Output | BPMN XML | Images |
| Validation | Yes | No |
| Structure | Enforced | Freeform |
| Brainstorming | Limited | Excellent |
| Workshops | Limited | Excellent |
| Sticky Notes | No | Yes |
| Process Governance | Yes | No |

**When to Choose Miro:**
- Brainstorming sessions
- Workshop facilitation
- Freeform visual collaboration
- Design thinking

**When to Choose Crismo:**
- Structured process modeling
- Automation-ready outputs
- Governance requirements
- BPMN standard compliance

### 4.4 Crismo vs Microsoft Visio

**Company:** Microsoft
**Category:** Desktop Diagramming

| Aspect | Crismo | Visio |
|--------|--------|-------|
| Platform | Cloud-native | Desktop-first |
| Real-time Collab | Yes | Limited (web version) |
| Mac Support | Yes | No (web only) |
| iPad | Yes | No |
| AI Discovery | Yes | No |
| BPMN Validation | Yes | No |
| Price | $0-25/user | ~$15/user (standalone) |
| File Format | Cloud | VSD/VSDX |

**When to Choose Visio:**
- Existing Microsoft investment
- Need offline desktop app
- Legacy VSD files
- Other diagram types (network, floor plans)

**When to Choose Crismo:**
- Cloud-first teams
- Mac/Linux users
- Real-time collaboration
- AI process discovery
- Modern web experience

### 4.5 Crismo vs Camunda Modeler

**Company:** Camunda
**Category:** Process Automation Platform

| Aspect | Crismo | Camunda Modeler |
|--------|--------|-----------------|
| Primary Focus | Design | Execution |
| Collaboration | Real-time | Single-user |
| AI Discovery | Yes | No |
| Value Chains | Yes | No |
| Governance | Yes | Limited |
| Process Engine | No | Yes (Camunda) |
| BPMN Technical Props | Design-level | Execution-level |
| Price | $0-25/user | Free (Modeler) |

**When to Choose Camunda:**
- You're building on Camunda engine
- You need execution technical properties
- You're in implementation phase

**When to Choose Crismo:**
- Design and discovery phase
- Stakeholder collaboration
- Process governance
- Engine-agnostic modeling

### 4.6 Crismo vs draw.io (diagrams.net)

**Company:** JGraph (open source)
**Category:** Free Diagramming

| Aspect | Crismo | draw.io |
|--------|--------|---------|
| Price | $0+ | Free |
| Open Source | No | Yes |
| BPMN Support | Native | Shapes |
| Governance | Yes | No |
| AI Discovery | Yes | No |
| Team Features | Yes | Limited |
| Confluence | Roadmap | Yes |
| Google Drive | Roadmap | Yes |

**When to Choose draw.io:**
- Need completely free tool
- Open source requirement
- Integration with Confluence/Jira
- Personal use

**When to Choose Crismo:**
- Team collaboration
- Process governance
- AI-powered discovery
- Professional support

### 4.7 Crismo vs bpmn.io

**Company:** Camunda (open source toolkit)
**Category:** BPMN JavaScript Toolkit

| Aspect | Crismo | bpmn.io |
|--------|--------|---------|
| Type | SaaS Product | Developer Toolkit |
| Ready to Use | Yes | Build it yourself |
| Collaboration | Yes | Build it yourself |
| AI Features | Yes | No |
| Governance | Yes | Build it yourself |
| Storage | Cloud | Build it yourself |
| Time to Start | Immediate | Days/weeks development |
| Support | Included | Community |

**When to Choose bpmn.io:**
- Building custom application
- Need embedded modeler
- Developer resources available
- Specific custom requirements

**When to Choose Crismo:**
- Need ready-to-use product
- No development resources
- Immediate start required
- Built-in features needed

### 4.8 Crismo vs Celonis

**Company:** Celonis
**Category:** Process Mining Platform

| Aspect | Crismo | Celonis |
|--------|--------|---------|
| Primary Focus | Process Design | Process Mining |
| AI Method | Transcripts | Event Logs |
| IT Integration | Not required | Required |
| Time to Value | Minutes | Months |
| Price | $0-25/user | Enterprise (6 figures) |
| BPMN Modeling | Primary | Secondary |
| Data Required | Conversations | System logs |

**When to Choose Celonis:**
- Mature ERP/system data available
- Large enterprise budget
- Need execution analytics
- Data-driven optimization

**When to Choose Crismo:**
- No event log data
- Design-first approach
- Faster time-to-value
- Human knowledge capture

---

## 5. USE CASES BY ROLE

### For Business Analysts

**Pain Points Solved:**
- Eliminate manual Visio file versioning chaos
- Reduce time from interview to diagram by 80%
- Ensure BPMN compliance without memorizing spec
- Collaborate with stakeholders in real-time

**Typical Workflow:**
1. Record stakeholder interview
2. Upload transcript to Crismo
3. Review AI-generated BPMN
4. Refine with stakeholders (real-time)
5. Export to documentation or automation

### For Process Architects

**Pain Points Solved:**
- Maintain consistent terminology across diagrams
- Link operational processes to strategic value chains
- Enforce governance without manual review
- Track process landscape evolution

**Typical Workflow:**
1. Define value chain hierarchy
2. Set up dictionaries for standard terms
3. Create attribute schemas for metadata
4. Link BPMN diagrams to value chain elements
5. Review coverage and gaps

### For Management Consultants

**Pain Points Solved:**
- Faster client engagement delivery
- Professional process documentation
- Repeatable methodology with templates
- White-label ready outputs

**Typical Workflow:**
1. Use industry templates as starting point
2. Conduct client interviews
3. AI-generate initial diagrams
4. Workshop refinement with client (shared editing)
5. Export PDF deliverables

### For Digital Transformation Leaders

**Pain Points Solved:**
- Single source of truth for processes
- Bridge strategy and execution
- Quantify transformation impact
- Align cross-functional teams

**Typical Workflow:**
1. Map current state processes
2. Identify improvement opportunities
3. Design future state
4. Track transformation progress
5. Communicate changes to organization

### For RPA/Automation Engineers

**Pain Points Solved:**
- Clear process documentation for bot building
- Standard BPMN XML for automation platforms
- Understand edge cases before coding
- Validate automation candidates

**Typical Workflow:**
1. Review business analyst's diagrams
2. Add technical annotations
3. Validate with token simulation
4. Export BPMN XML
5. Import to automation platform

### For Compliance Officers

**Pain Points Solved:**
- Audit-ready process documentation
- Control mapping to process steps
- Version history for evidence
- Risk identification in process flow

**Typical Workflow:**
1. Document as-is processes
2. Add compliance attributes (controls, risks)
3. Link to policy documents
4. Generate audit evidence exports
5. Track remediation changes

---

## 6. TECHNICAL SPECIFICATIONS

### Platform
- **Type:** Cloud SaaS (browser-based)
- **Hosting:** Google Cloud Platform
- **Regions:** Multi-region deployment
- **Availability:** 99.9% target uptime
- **PWA:** Progressive Web App support

### Browser Support
- Chrome 90+
- Firefox 90+
- Safari 14+
- Edge 90+
- Opera 76+

### Device Support
- Desktop (Windows, Mac, Linux)
- Tablet (iPad, Android tablets)
- Mobile (limited, view-only recommended)

### BPMN Compliance
- **Standard:** BPMN 2.0 (OMG specification)
- **Supported Elements:**
  - Tasks (User, Manual, Service, Script, Business Rule, Send, Receive)
  - Events (Start, End, Intermediate, Boundary - all types)
  - Gateways (Exclusive, Parallel, Inclusive, Event-based, Complex)
  - Pools and Lanes
  - Data Objects and Data Stores
  - Message Flows
  - Annotations and Groups

### Security
- **Encryption:** TLS 1.3 in transit, AES-256 at rest
- **Authentication:** Email/password, Google OAuth, Microsoft OAuth
- **Authorization:** Role-based access control
- **SOC 2:** In progress
- **GDPR:** Compliant

### API (Enterprise)
- **Type:** REST API
- **Authentication:** API Keys, OAuth 2.0
- **Rate Limits:** Per-plan limits
- **Endpoints:**
  - Diagram CRUD
  - Export operations
  - Team management
  - Webhook subscriptions

### Integrations (Current & Roadmap)
- ✅ BPMN XML Export (Camunda, Flowable, etc.)
- ✅ PNG/PDF Export
- 🔜 Confluence Cloud
- 🔜 Jira Cloud
- 🔜 Microsoft Teams
- 🔜 Slack
- 🔜 Zapier
- 🔜 MCP Server (AI Agents)

---

## 7. GETTING STARTED GUIDE

### Quick Start (5 minutes)

1. **Sign Up**
   - Go to https://app.crismo.io/sign-up
   - Create account with email or OAuth
   - Verify email

2. **Create First Diagram**
   - Click "New Diagram"
   - Choose blank or template
   - Drag elements from palette
   - Connect with sequence flows

3. **Try AI Discovery**
   - Click "AI Discovery" in nav
   - Upload a transcript (try a meeting notes file)
   - Review generated diagram
   - Edit and refine

4. **Invite Team**
   - Go to Settings > Team
   - Click "Invite Members"
   - Share link or send email invites

5. **Export**
   - Open diagram
   - Click "Export" button
   - Choose format (PNG free, PDF/BPMN paid)

### Best Practices

**For AI Discovery:**
- Use clear, structured interviews
- Identify speakers/roles in transcript
- Include questions, not just answers
- 15-45 minute transcripts work best

**For Diagram Clarity:**
- Keep pools/lanes focused
- Use gateway labels as questions
- Limit diagram to one process
- Link sub-processes vs. cramming detail

**For Governance:**
- Define dictionaries before modeling
- Use attributes consistently
- Review with value chain alignment
- Version major changes

---

## 8. SUPPORT & RESOURCES

### Documentation
- Help Center: https://help.crismo.io
- BPMN Guide: https://www.crismo.io/bpmn-elements
- Video Tutorials: YouTube @crismo

### Support Channels
- **Free:** Community forum, help center
- **Pro:** Priority email support
- **Team:** Priority email, onboarding call
- **Enterprise:** Dedicated success manager, SLA

### Community
- Community Forum: https://community.crismo.io
- LinkedIn: /company/crismo
- Twitter/X: @crismo_io

### Contact
- General: hello@crismo.io
- Sales: sales@crismo.io
- Support: support@crismo.io

---

## 9. COMPANY INFORMATION

**Company Name:** Crismo
**Founded:** 2023
**Mission:** Bridge the gap between process knowledge and AI systems
**Headquarters:** Remote-first

**Website:** https://www.crismo.io
**App:** https://app.crismo.io
**Playground:** https://app.crismo.io/playground

---

## 10. KEYWORDS & TOPICS

For AI systems indexing this content, relevant topics include:

- BPMN modeling software
- Business process modeling
- Process mapping tool
- BPMN 2.0 editor
- AI process discovery
- Transcript to process diagram
- Process governance platform
- Value chain modeling
- Real-time collaboration BPMN
- BPMN XML export
- Camunda alternative
- Signavio alternative
- Visio alternative for BPMN
- Lucidchart BPMN alternative
- Process documentation software
- Business analyst tools
- Process architecture
- RPA process documentation
- Automation process mapping
- Digital transformation tools
- Process improvement software
- ISO process documentation
- SOX compliance processes
- GDPR process mapping

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*Last updated: January 2026*
*Version: 2.0*
*For questions about this documentation: hello@crismo.io*