Insighta / For consultants
Process mapping for consultants
Turn meeting notes into a swimlane map. Review who does what with your client, clarify handoffs, and bring a checked process into the next conversation.
Free to try. No account required.
From workshop notes to a client review
1. Capture the process
Start with a focused process from your meeting notes: the action, the person or team, and what happens next. Our AI-assisted Describe mode turns a written account into a map; Guided Setup lets you enter the structure step by step.
2. Check it together
Use the swimlanes to review responsibilities and handoffs with the client. Correct missing steps, confirm approval paths, and separate what you know from assumptions. Add known work and wait times with Pro to examine delays.
3. Prepare the discussion
Export a PNG for a visual reference, or use Pro’s editable PowerPoint export to prepare a review or presentation. The export supports your conversation; it does not replace validation of the actual process.
Illustrative example
A focused purchase approval process
Fictional, nonconfidential notes and a hand-authored map—not an actual AI-generated result or a customer process. Six steps and three roles fit within our free map limits.
Meeting notes
“The requester submits a purchase request. The manager reviews it and approves the purchase. Purchasing checks the supplier and places the order. When the goods arrive, the requester confirms receipt.”
Questions for the client
- Who owns the handoff after approval?
- What happens if a request is declined or returned?
- Where does work wait, and do we know how long?
This map shows only the approved path. Exceptions and timing need a separate review; no measured savings or delay estimates are implied.
- 1. Submit purchase request — Requester
- 2. Review request — Manager
- 3. Approve purchase — Manager
- 4. Check supplier — Purchasing
- 5. Place order — Purchasing
- 6. Confirm receipt — Requester
Questions consultants ask
- Who is this for?
- Consultants, facilitators, and business analysts who need to document how work moves between people or teams and discuss it with a client. We provide a mapping tool, not consulting services or a shared live workspace.
- What can I use as input?
- Type or paste a process description, enter roles and steps in Guided Setup, or upload a supported process image for text extraction. Voice input is available in supported browsers. Use only information you are authorized to share, and remove unnecessary personal or confidential details.
- How do I review and correct a map?
- Check step order, role assignments, approvals, and handoffs against your notes with the client. Edit the map in Insighta or use Edit in Guided Setup. AI output can be incomplete or inaccurate; confirm the process before using it in a recommendation.
- What fits in a free map?
- Free includes up to 12 steps across 3 lanes (people or teams), with 1 new map each day. No account is required to try. For a larger process, start with one section; extra steps or roles may not fit. Free PNG exports include a watermark.
- When is Pro useful?
- Pro supports unlimited steps and lanes, work and wait time analysis, and editable PowerPoint exports. Signed-in Pro users can recover unfinished setups and reopen saved maps for editing. Check our current plans for the full comparison.
- Can I take the map into a client presentation?
- Yes. Free exports a PNG image, which is not an editable diagram. Pro exports editable PowerPoint (PPTX) files for review or presentation preparation, as well as clean PNG images. Review the exported file and any process changes before presenting.
Compare our Free and Pro plans · Subscription & Cancellation Policy
Start with one client process
Use anonymized notes and review the map before sharing it.