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Process intelligence in 2026

What Is Process Intelligence?

Process mining plus context, benchmarks and a promise of action. What it means, how the platforms differ, and why it only pays off when it ends in a running, governed automation.

What is process intelligence?

Process intelligence is process mining plus business context: the same event-log analysis, enriched with benchmarks, KPIs and suggested actions, sold as a platform for transformation teams. It tells you what to fix; building the fix is still someone else's project.

Best for large enterprises with complex, ERP-centered processes, a process excellence or data team, and the budget and appetite for a multi-quarter transformation program built around a central process model.

How Caddi's approach is different

Caddi is the end-to-end process automation solution. It doesn't stop at discovering your processes: it also builds the automation that replaces them and governs every run.

  • Cheaper. Free to start. No six-figure contract, no data-volume pricing.
  • Faster. Findings in 15 to 30 minutes. No event logs, desktop agents or consultants.
  • Agentic first. The AI forms hypotheses about how your work runs and validates each one against your data.
  • Build it right away. The person who does the work builds the automation. No IT project.
  • Governed. Every run and decision is logged and reviewable. No black box.

Process intelligence is what process mining grew into. The early tools drew a map of how a process ran from event logs. Process intelligence platforms keep that map and wrap it in business context: which customers, suppliers and contracts sit behind each case, what a delay costs, how you compare to benchmarks, and which actions might fix it. Celonis now positions itself as a process intelligence company, and analysts group the category as process intelligence platforms.

The upgrade is real, but the destination has not changed much. A process intelligence platform still ends in a dashboard, a recommendation or a trigger, and the automation that removes the work is still somebody else's project. Caddi treats intelligence as the first stage, not the product. Caddi Discover finds and evidences the repeated work in the tools a firm already uses, Caddi Automate lets the person who does the work build the automation, and Govern logs every run and every decision. Process intelligence that ends in a result, not a report.

From process mining to process intelligence, and the part still missing

Process mining taught companies to trust the data over the flowchart. Its weakness was context: a process map shows that invoices loop, but not which suppliers cause it, what it costs in working capital, or what to do on Monday. Process intelligence platforms answered by building a richer model of the business around the event data, often called a process graph or digital twin, and adding KPIs, benchmarks, simulation and lightweight actions like alerts, tasks and write-backs to a system.

Those actions are where the category's promise meets its limit. Triggering a reminder or pushing a field update is useful, but automating a real workflow (reading the documents, making the calls, updating three systems, handling the exceptions) is still handed off: to data engineers and a systems integrator, to RPA developers, to SAP Build and a partner, or to another automation vendor. And once that automation runs, the process intelligence platform sees its effect on the process, not the decisions inside it.

Workflow intelligence, the newer term for the same idea at the team level, has the same gap. Knowing where time goes is the start. The value arrives when the ops person can turn that knowledge into an automation the same week, and when every run of it is visible and reviewable afterward. That is why Caddi runs Discover, Automate and Govern as one product.

ProductDiscoverFind the work worth automatingAutomateTurn the finding into a running automationGovernSee and review every run and decision
Process intelligence platformCovered:Maps processes from event logs extracted out of your systemsNot covered:Stops at the insight. Building is a separate IT project, RPA team or vendorNot covered:Monitors the process, not the automations someone else builds later
CaddiCovered:Reads the tools you already use, read only, and ranks the repeated work with its evidenceCovered:The ops person doing the work builds it. No IT project, no RPA developerCovered:Every run and every decision is logged and reviewable. No black box
Process intelligence platforms go deep on the first stage and add light actions. Caddi carries the finding through Automate, built by the person who does the work, and Govern, where every run and decision is logged.
High confidence

Morning Inbox Triage and Matter Filing

Read each new message in Outlook, open any Docusign envelope, match it to the matter in Clio and file the executed copy to NetDocuments.

152hrs / yr5×/week · ~35 min each
Microsoft OutlookDocusignClioNetDocuments

What Caddi saw

  • 1,204messages read in Outlook in the last 30 days
  • 418Docusign envelopes opened from those messages
  • 412matters matched in Clio and filed to NetDocuments
  • 6exceptions raised for review in Teams

Why it’s worth automating

Every message already names the client and the matter. The four steps are the same each time, and the tools never talk to each other, so you carry the details between them by hand.

Per occurrence
35 min
Per week
2.9 hrs
Observed over
30 days
Build next

Reads the tools you already use, read only. No event logs, no desktop agents.

  • Microsoft Outlook
  • Gmail
  • Clio
  • NetDocuments
  • iManage
  • Salesforce
  • Wealthbox
  • Redtail
  • Box
  • Docusign
  • QuickBooks
  • HubSpot
  • 150+ tools
Process intelligence you can check: each Discover finding opens to what Caddi saw, why it is worth automating, and an estimate built from how often times how long over the window it observed. A ranking aid, not a forecast.

Process intelligence that ends in a running automation

Three differences separate a process intelligence platform from Caddi. Each one moves the work from knowing where the hours go to getting them back.

Discover: intelligence from the tools you already use

Process intelligence platforms build their model from extracted event data, which takes connectors, data models and usually a data team. Caddi Discover reads the activity already in connected tools (Clio, iManage, NetDocuments, Outlook and Microsoft 365, Gmail, Salesforce, Wealthbox, Redtail, Box, DocuSign and more), under the user's existing access, read only, always. It forms hypotheses about which processes are running, checks them against the data, and shows only what the data supports, ranked by hours. First findings usually arrive in 15 to 30 minutes.

Automate: action that is a real automation, not a trigger

Instead of an alert or a task in a queue, a Discover finding has a "Build next" button. The ops person who does the work shows Caddi the workflow once over a screen-share, and Caddi Automate builds it as verified code that runs over APIs across 150+ tools. No IT project, no RPA developer, no selectors that break when a UI changes.

Govern: intelligence about the automations too

A process intelligence platform measures the process. Govern gives a firm-wide view of the work done by AI and by people, and records every run and every decision so it can be reviewed and traced to source. No black box. The intelligence covers the automations themselves, not just the process they changed.

Process intelligence vs. Caddi, at a glance

Process intelligence platformCaddi
How it finds workEvent logs plus a business context modelReads connected tools, read only, ranks work by hours
SetupData extraction and modeling, often with a partnerConnect tools; findings in 15 to 30 minutes
Who runs itProcess excellence and data teamsThe ops team that does the work
What "action" meansAlerts, tasks, write-backs; builds handed offA running automation built from the finding
Who builds the automationIT, RPA developers, an integrator or another vendorThe ops person, over a screen-share
Governance of automationsSees process impact, not decisions insideEvery run and decision logged and reviewable
Enterprise modeling depthDeep: process graphs, benchmarks, simulationEvidence per finding, not a full process twin
PricingQuote-based, often six figures (third-party reports)Free Individual plan; Team $250 per user per month

How they score where it counts

CaddiProcess intelligence platform
Enterprise process modelingBenchmarks and simulationTime to first insightInsight to running automationGovernance of automationsCost to start
Directional scoring (out of 5). Process intelligence platforms win on enterprise modeling, benchmarks and simulation. Caddi wins on speed to insight and on turning that insight into a running, governed automation.

Which fits your situation?

Both models have a place. Tap the scenario closest to yours to see which approach wins, and why.

Which fits your situation?

Best fit

Process intelligence platform

Enterprise-wide process modeling, benchmarking and simulation over ERP data is what process intelligence platforms like Celonis and SAP Signavio are built for.

Process intelligence platforms are the most complete way to model a large enterprise's processes. If your real goal is fewer hours of manual work, judge a platform by what happens after the insight. Caddi carries every finding through Discover, Automate and Govern in one product, so intelligence ends in a running, governed automation.

Choosing a process intelligence platform in 2026

Caddi is process intelligence built to finish the job: Discover evidences where the hours go, the person who does the work builds the automation with Automate, and Govern keeps every run and decision reviewable. Start on the free Individual plan with Discover and Automate included. See how Discover works, browse the 150+ tools it connects to, or book a demo.

Related

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Frequently asked questions

What is process intelligence?

Process intelligence is the use of process data, usually event logs from systems like ERP and CRM, combined with business context, KPIs and benchmarks, to understand how processes run, what they cost and where to intervene. It grew out of process mining, and vendors such as Celonis now describe their products as process intelligence platforms.

What is the difference between process intelligence and process mining?

Process mining discovers the real process from event logs and checks it against the intended one. Process intelligence keeps that foundation and adds context around it (the customers, suppliers and contracts behind each case, cost and benchmark data, simulation) plus light actions like alerts or write-backs. In practice, process intelligence is the broader, more commercial framing of the same core technology.

What does a process intelligence platform do?

A process intelligence platform connects to business systems, extracts event data, builds a model of how processes run, and surfaces KPIs, deviations, root causes and recommended actions. Many can trigger simple actions. Building a full automation for the work they find is usually handed to IT, RPA developers, a systems integrator or another vendor.

What is workflow intelligence?

Workflow intelligence is a newer term for understanding how work actually flows through a team: which tasks repeat, how long they take and where they stall. It tends to focus on teams and knowledge work rather than ERP processes. Caddi Discover is workflow intelligence built from the tools a team already uses, read only, and it connects straight to Automate so the findings can be built into automations.

How much do process intelligence platforms cost?

Most are sold by quote. Third-party reports put Celonis entry contracts around $80,000 to $95,000 a year and SAP Signavio from low six figures up to around $700,000 a year, while IBM Process Mining SaaS is published from $4,250 per month. Implementation partners often add to that. Caddi's Individual plan is free with Discover and Automate included, and Team is $250 per user per month with Govern.

Is Caddi a process intelligence platform?

Caddi covers the job process intelligence is meant to do, finding where the hours go with evidence, and then keeps going. Discover finds the repeated work in connected tools, Automate lets the person who does it build the automation, and Govern logs every run and decision. It does not do ERP-scale conformance checking or simulation, so enterprises that need those should use a dedicated platform.