cartographer
latest
false
Cartographer user guide
- Overview
- Introduction
- Key concepts
- Installation and setup
- Getting started
- Trust and compliance
- Governance
- Features
- Reference
- Troubleshooting
- Backup and restore
Key concepts
Core terminology used throughout the Cartographer documentation, including business processes, business tasks, AS-IS/TO-BE, PDD, and SDD.
This page defines the core terms used throughout the Cartographer documentation. Each concept links to the page where you can learn more.
Core concepts
The following table defines the core terms used throughout this guide.
| Term | Description |
|---|---|
| Business process | A cross-functional process — multiple people, systems, hand-offs — documented across a multi-session AS-IS → TO-BE interview, producing a PDD and, once approved, an SDD. See Business process versus business task in Your first Cartographer tasks. |
| Business task | A lighter-weight alternative to a business process: one linear, single-owner task captured in a single session as a 5-section Task Design Document (TDD). See Business process versus business task in Your first Cartographer tasks. |
| AS-IS (Current Process) | The confirmed current-state process map, built during the Discovery and Define as-is stages. See AS-IS documentation. |
| TO-BE (Future Design) | The confirmed future-state process map, built during the Design to-be stage once an automation mode is assigned to each step. See TO-BE design and PDD generation. |
| Automation mode | How a step is handled after automation — Fully Automated, Assisted, Agent, Human Review, or Manual. See Assigning automation modes. |
| PDD (Process Design Document) | The downloadable document combining the confirmed AS-IS and TO-BE states, generated during Architect process. See Generating the PDD. |
| SDD (Solution Design Document) | The build-ready specification generated from an approved PDD, for developers and coding agents. See Generating an SDD. |
| Delegating a task | Requesting input from a teammate with Delegate access, and reviewing their reply before accepting it into the business process. See Delegating a task. |