Business Process Documentation

Upgrades of core operational systems like ERP and CRM and so on are long, expensive and painful. A key reason is that the knowledge of what the system needs to do resides with users in finance, HR, sales, and service, etc.

The IT department has to refer to these users frequently, but access is limited, causing project time frames and costs to balloon. Original Software enables you to automatically document how to perform a business process.

"Being able to roll the software out automatically was a major benefit and, as you can imagine, saved a lot of time. With a self-help on-line demonstration on how to use the software, provided to the users, the software proved very easy for them to understand and use. Out of 100 users I think I had only about 6 calls for help."

Judy Doust Test Manager, Marston's Plc
report and pen

Business Process Documentation & Training Materials

When any of the TestDrive products are used to support testing, the result is a full audit trail which completely documents all the business use cases.

For many companies a complete capture of these business processes is a unique and valuable asset which can help address multiple business challenges.

Increasingly our customers are using TestDrive specifically for this purpose, completely outside the testing arena.

During and after the capture process the user can enhance the content with comments and mark-ups (balloon text) to further explain and enhance the content.

Detailed Reports

Document the entire test or business process in clear English with automatic screen shots and annotated mark-ups while every user action is described in the manner that a user understands, free of technical jargon and based on our patented User Interface Annotation.

This can be used to create process manuals, check methods and help with training.

table with graphs coming out
projector screen with graphs

Training Materials

The reports make a great training tool as produced by TestDrive. They are generated as multi-format documents, so that it is easy to provide additional details to be added to create a complete training or business process manual.


An animation can be generated from any Business Process you capture. Animations give a complete, active, representation of what happened during the business process.

These animations can be enhanced with credits, bubble text and custom descriptions of each action.

How We Help

Play Video

Business Process Documentation Video

Its important to be able to document those  end to end processes that span multiple applications. A vendor user guide falls short, lacking the environment specific information that will make it fit for purpose. Here’s an easy way to capture that SME expertise from your savvy business users and turn into into a reference document or video. Watch or download the transcript here.

What Else

Marston's story

Toothache, Headaches and Manual Testing.

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