Transformation program
Months of paid discovery$$$
Process intelligence for enterprise transformation
Stop rediscovering what your organization already knows.
Every transformation, automation, and compliance project starts with months of workshops, interviews, and document review. Then the next one starts over. COMPASS™ turns that discovery into one certified process model, built in days from the documents and experts you already have.
- Days, not months
- No system integration
- Every finding traced to its source
Diagnose waste and risk, simulate change, and prove compliance on one model that gets more valuable with every initiative.
~1 in 5
workdays spent searching for internal information or the colleague who has it
McKinsey Global Institute
42%
of institutional knowledge is unique to the employee who holds it
Panopto Workplace Knowledge Report
83%
of transformation leaders say programs miss targets half the time or more
Kearney, 2025
40%+
of agentic AI projects will be canceled by the end of 2027
Gartner, June 2025
The COMPASS™ model
From a recurring services cost to a compounding asset.
Discovery stops being a bill every project pays again. It becomes one model that gets more valuable with every use.
1Today
Automation build
Months of paid discovery$$$
Compliance audit
Months of paid discovery$$$
Every project pays again.
2With COMPASS™
Existing documents
AI-led expert interviews
One certified process model
- Built in days
- Source-traced
- No system integration
Universal Process Structure™ · patent pending
Diagnose waste & riskSimulate changesPlan fixesCheck complianceContext for AI agents
One model, built once. Every answer runs against it.
3The Compounding Cycle
- 1New initiative starts on the existing model
- 2COMPASS™ runs the analysis it needs
- 3Changes and evidence are saved back
- 4The model is richer for the next one
The shift: discovery done by people is a recurring cost. COMPASS™ makes it a software asset that compounds.
Who it’s for
One model. Two ways to put it to work.
For transformation and operations leaders
Make your next initiative start where your last one ended.
Audits, automation projects, and reorganizations all run against the same model, so none of them start from zero.
See it on one of your processesFor consulting engagement leads
Move from first interview to a client-ready process model in days.
Every engagement makes your practice’s templates richer.
Explore PartnershipCapture · Elaborate
Turn your documents and expert interviews into one process model
- Documents in — load policies, procedures, process maps, and forms you already have
- AI-led interviews — live or on autopilot, asking the follow-ups a senior analyst would ask
- Source citations — every step traced back to the document or person it came from
- Nothing left implied — every job, task, condition, and exception worked through until the model is complete
- Instant structure — documents and conversation become a versioned, reviewable process model
compass.xformative.ai/discover
Diagnose
See every risk, traced to its source
- Nine diagnostic lenses — compliance, cost, delay, and handoff risk in one pass
- Pinpointed findings — each gap tied to the exact step where it happens
- Quantified exposure — the business impact of every finding, in plain numbers
- Full traceability — every answer points back to the policy or person behind it
compass.xformative.ai/diagnose
Simulate · Transform
Model the process before you change it
- Condition testing — flip a rule and watch every path recompute
- Actor assignment — compare human, system, and automated roles side by side
- Cost and duration — quantified per task, per path, per variant
- Automation potential — ranked opportunities you can take straight to delivery
compass.xformative.ai/simulate
Compliance
Map regulatory requirements to the work that meets them
- Load and extract — bring in regulatory documents and extract their requirements
- Annotate and map — connect requirements to the relevant process jobs and tasks
- Identify coverage gaps — distinguish compliant, partial, and gap findings by severity
- Review and report — review mapped evidence, record overrides, and produce a compliance report
compass.xformative.ai/comply
Ready for AI
AI agents can only act on work that has been specified.
Most organizations want artificial intelligence (AI) agents and automation running their operations. Few have ever written down the processes those agents need to follow. COMPASS™ builds that specification, the operating context, from the documents and experts you already have. Every rule, exception, and handoff is in one model your automation can trust.
- Every step sourced, so agents act on verified rules
- Exceptions and conditions captured, not guessed
- Automation readiness ranked, step by step
Use cases
Four places the model pays for itself first.
Regulatory compliance & audit
Map requirements to the work that meets them, and separate compliant, partial, and gap findings by severity.
See the compliance use caseAutomation and AI readiness
Rank what can safely be automated, with every opportunity traced to the step it came from.
Knowledge capture before retirements
Write down what only your most experienced people know, before it walks out the door.
Cost, delay and handoff diagnosis
Find waste, risk, and handoff exposure across the process, in plain numbers.
For consulting firms
Your practice compounds, too.
Discovery is the most repeated, least profitable phase of every engagement. COMPASS™ turns it into days of work instead of weeks, so your team spends its time on the recommendations clients pay for.
Faster to value
Move from first interview to a client-ready process model in days, not weeks.
Assets that stay yours
The process templates and regulatory profiles you build stay your firm's intellectual property. Only metadata is shared with COMPASS™.
Every engagement adds up
Each client makes your practice's templates richer, so the next engagement starts further ahead.
FAQ
The questions buyers ask first.
- How long does it take to get a model?
- Days, not months. Bring what you have — the artifacts, the expert, or both — and a session runs about forty-five minutes.
- Do we need to integrate our systems?
- No. COMPASS™ works from your existing documents and the people who run the process. There is no integration project before you see output.
- How is this different from process mining?
- Process mining needs system logs, and many processes don't have them. COMPASS™ captures the process from the documents and the experts, then keeps it current.
- Can we trust what it produces?
- Every step, rule, and finding cites the document or person it came from, so a reviewer can check the source behind any answer.
- What happens when the process changes?
- The change runs against the model already captured. The model is updated, and every later diagnosis, simulation, and review builds on it.
- How do we start?
- Book a session. You leave with the process model — not a deck about one.
Built by operators
Four decades inside the processes COMPASS™ models.
Patrick Boulay
Co-Founder & Chief Architect
A process architect across mortgage, banking, credit unions, federal agencies, and Medicaid-funded healthcare, and a former Chief Process Officer. He consolidated 125 processes into 16 unified workflows for U.S. Customs and Border Protection, and invented the Universal Process Structure™ that COMPASS™ is built on.
Experience inside Charles Schwab · Bank of America · Navy Federal Credit Union · U.S. Department of Homeland Security
Start your cycle with one process.
Forty-five minutes. Bring the documents, the expert, or both. You leave with the process model.
See it on one of your processes
contact@xformative.ai