Valorice · Experience-to-Operations (CX → OpEx) · Seeded from CX Journey Builder
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Valorice · Experience-to-Operations (CX → OpEx) · Phase 4 · Deliver
Deliverable 7

From customer journey to executable process.

Target Journey Maps (TJM), translated into executable BPMN 2.0 — every step traced back to a role, capability, and system. This is where customer experience (CX) becomes operations (OpEx): five worked processes covering the priority journeys, the derivation method that turns each Target Journey Map into an executable diagram, the Target Operating Model (TOM) mapping that traces every swimlane back to a role, capability and system, and the catalog of the full library.

Method

Nine rules that keep BPMN useful — and stop it becoming wallpaper.

Most BPMN libraries die because no one knows what to do with them. These rules fix that.
01One journey, one process
Every target journey map produces exactly one end-to-end process diagram. Sub-processes hang off it. No orphan diagrams.
02Lanes = TOM roles
Every swimlane maps to a role in the Target Operating Model. If a task can’t be assigned a lane, the TOM is wrong — not the process.
03Gateways = business rules
Each gateway carries the decision rule and the data it consumes. No invisible logic.
04Events = SLAs
Timer and message events carry the SLA. Late events trigger the escalation path — not the inbox.
05Happy + unhappy paths
Every diagram shows both success and failure flows. No process is complete with only the green arrow.
06Versioned + owned
One owner per process. Version, date, change log. Retire when superseded — never two live.
07Systems named per task
Each task names the system that executes it. Tasks without a system are work-in-progress.
08Data objects shown
Critical payloads and stores are drawn — not buried in the spec.
09Message flows cross pools
External actors live in their own pool. Communication uses message flows. Sequence flows never cross pool boundaries.
Derivation

The bridge — from customer journey map to BPMN.

Every column in your customer journey map — the Target Journey Map (TJM) — has a direct counterpart in the executable process. Each stage of what the customer experiences becomes a specific BPMN element, so the final diagram traces cleanly back to the journey. The translation is mechanical, not creative — nothing is invented, everything maps.
Journey map stage
Touchpoint
BPMN element
Start event or task
Journey map stage
Customer action
BPMN element
External pool · message flow into Valorice pool
Journey map stage
Channel / system
BPMN element
Service task · Send / Receive task · Data store
Journey map stage
Internal action
BPMN element
User task assigned to a TOM-role lane
Journey map stage
Decision moment
BPMN element
Gateway (exclusive / parallel / inclusive) with business rule
Journey map stage
Pain point / SLA
BPMN element
Boundary timer event with escalation path
Journey map stage
Sub-flow / detail
BPMN element
Collapsed sub-process — opens to a child diagram
Journey map stage
Success outcome
BPMN element
End event · normal or message
Journey map stage
Failure outcome
BPMN element
End event · error · terminate · escalation
Notation

BPMN 2.0 — the full shape set, used sparingly.

Every shape on this page is used in at least one of the five diagrams. Nothing here is decorative.
Events
Start · nonefirst trigger of process
Start · messageprocess starts on incoming message
Start · timerprocess starts on schedule
Intermediate · timerwait or delay
Intermediate · messagesend / receive in flight
Boundary · timerSLA escalation on task
Boundary · errorcatch task failure
End · nonenormal completion
End · messagenotify on completion
End · terminatekill all paths
End · errorthrow error to parent
End · escalationhand off to higher level
Activities
User taskhuman work
Service tasksystem / API call
Manual taskphysical, off-system work
Send taskoutbound message
Receive taskinbound message
Script taskrule / calc / script
Sub-processcollapsed nested process
Gateways
×
Exclusive (XOR)one path only — yes/no
Parallel (AND)all paths fire
Inclusive (OR)one or more paths fire
Event-basedroute by next event
Connectors & data
Sequence flowwork moves between elements
Message flowbetween pools, never inside
Associationlinks data to flow elements
Data objectdocument or payload
Data storepersistent database
Process 01

Customer onboarding — full BPMN.

Three pools (Valorice, Customer, KYC Provider). Four lanes inside Valorice. Parallel-risk branching: low-risk auto-onboards, high-risk goes through a KYC sub-process with a 48h boundary timer, VIPs trigger a parallel customer-success kick-off. Reject path uses a terminate event to halt all parallel branches. Every successful task feeds the analytics lane.
P01 · Onboarding · v1.0 · Owner: Customer Success Lead
Target SLA · 5 business days
CUSTOMER · external participantKYC PROVIDER · external serviceVALORICE · CUSTOMER ONBOARDINGDIGITALSELF-SERVECUSTOMERSUCCESSCOMPLIANCE/ KYCDATA/ ANALYTICSsign-up requestValidate input + create profile×data complete?Request missing fields from customer×risk segment?Activate account + provision accessSend welcome email + portal linkonboardedSchedule kick-off call (high-value)Deliver onboarding success planKYC verification sub-process48h escalate×KYC passed?Approve accountReject + notify customerrejectedLog onboarding event + KPIsprofile.jsoncustomer DBNOYESLOWHIGHVIPPASSFAILsubmits formverify requestverdictwelcome email
Each part of the journey map maps directly to an element in the executable process: the roles in your operating model become the swimlanes that show who does what, each decision moment becomes a gateway that routes the flow, and every task is linked to the system that performs it.

TOM roles → swimlanes

  • Digital / self-serve — automated lane; no human handoff for the smooth, happy-path journey
  • Customer Success — kick-off and success plan; for VIP customers only
  • Compliance / Know Your Customer (KYC) — a gated, deadline-bound identity check handled by an external provider
  • Data / analytics — feeds performance metrics (KPIs) at every milestone

Decision rules

  • Gateway 1 — Data complete? — all required fields present and validated against the expected format
  • Gateway 2 — Risk segment? — low / high / VIP, from the Customer Data Platform (CDP) score at sign-up
  • Gateway 3 — Identity verified? — KYC provider confidence ≥ 0.85 across name, date of birth, and ID document
  • 48-hour deadline — identity verification (KYC) is a regulatory requirement for onboarding; it must clear within 48 hours or the process is automatically stopped

Systems per task

  • Validate input — onboarding API and Customer Identity & Access Management (CIAM)
  • Identity verification (KYC) — external KYC provider, via secure message exchange
  • Activate account — provisioning service and ERP (core business system)
  • Welcome email — communications platform
  • Log event — Customer Data Platform (CDP) and Business Intelligence (BI) reporting
Process 02

Complaint handling — full BPMN.

Three pools (Valorice, Customer, Regulator). Five lanes. Parallel gateway fires the regulatory branch in addition to the operational branch the moment a complaint is flagged regulatory — the two clocks run separately and never merge. Frontline first-contact resolution with a 72h boundary timer, specialist sub-process for root-cause, mandate gateway with manager-approval, customer accept/reject loop. Quality lane scores every conversation and feeds insights.
P02 · Complaint Handling · v1.0 · Owner: Service Operations Lead
Target SLA · 10 business days · regulatory ≤ 8 weeks
CUSTOMERREGULATOR · external authorityVALORICE · COMPLAINT HANDLINGCHANNEL/ TRIAGEFRONTLINERESOLUTIONSPECIALIST/ ESCALATIONCOMPLIANCE/ REGULATORYQUALITY/ INSIGHTScomplaint raisedCapture + acknowledgeClassify severity + topic×severityregulatory?Frontline resolve (first contact)72h×resolved?Specialist investigation (root-cause)Propose resolution + goodwill5d×in mandate?Manager approvesCustomer reviews accept / reject×accepted?closedRegulatory log + ack8 weeksConduct regulatory investigationIssue final response letterregulator handoverTag root cause + feed insightsinsight loggedcomplaints CRMLOW/MEDHIGHREGULATORYYESNOYESNOYEScomplaintofferFRL letter

TOM roles → swimlanes

  • Channel / triage — single intake regardless of channel
  • Frontline resolution — Tier 1, capped at 72h
  • Specialist / escalation — Tier 2, root-cause + goodwill authority
  • Compliance / regulatory — separate lane, separate clock, never merged
  • Quality / insights — scores conversations, feeds AI retraining

Decision rules & events

  • GW severity — impact × volume score at intake; thresholds fixed quarterly
  • GW regulatory? (parallel) — both paths fire when regulatory flag set
  • GW resolved? — validated against customer confirmation, not agent claim
  • GW in mandate? — remediation within manager / specialist budget tier
  • Boundary 72h — auto-escalate frontline to specialist
  • Boundary 5d non-interrupting — reminder to manager, doesn’t kill the task

Systems per task

  • Capture + ack — CCaaS · email / chat · ticketing
  • Classify — ticketing · ML topic model
  • Specialist investigation — case mgmt · diagnostics
  • Regulatory log + FRL — compliance platform · regulator portal
  • Tag root cause — analytics platform · CDP
Process 03

Service request fulfilment — full BPMN.

Three pools (Valorice, Customer, Field engineer). Four lanes. Self-serve branch resolves zero-touch when possible. Inclusive gateway lets remote and on-site fire together when both are needed. Boundary 4h timer escalates remote-only attempts to on-site. Field engineer pool exchanges dispatch messages with the dispatch lane. Billing runs in parallel after fulfilment.
P03 · Service Request Fulfilment · v1.0 · Owner: Service Operations Lead
Target SLA · remote 4h · on-site next business day
CUSTOMERFIELD ENGINEER · partner networkVALORICE · SERVICE REQUEST FULFILMENTSELF-SERVEPORTALSERVICEDESKDISPATCH/ FIELD OPSBILLING/ FINANCEservice requestClassify request + check entitlement×self-serve possible?Automated fix flowauto-resolvedTriage + allocate agentrequires on-site?Remote diagnosticsRemote fix attemptSLA 4h×fixed?closedSchedule on-site visitOn-site service sub-processvisit reportCalculate chargeable itemsIssue invoicebilledCRM + ERPYESNOremote OKon-siteYESNOopens ticketjob dispatchvisit doneconfirmationinvoice

TOM roles → swimlanes

  • Self-serve portal — auto-classification + entitlement check
  • Service desk — agent triage + remote fix
  • Dispatch / field ops — schedules engineer, runs on-site sub-process
  • Billing / finance — chargeable items + invoice

Decision rules & events

  • GW self-serve possible? — flow available + entitlement valid + outage clear
  • GW requires on-site? (inclusive) — remote alone, on-site alone, or both fire
  • GW fixed? — confirmed by automated post-fix test, not agent claim
  • Boundary 4h — escalate to on-site if remote fix not validated

Systems per task

  • Classify + entitlement — service catalog · CRM
  • Remote diagnostics — RMM · diagnostics tool
  • Schedule on-site — FSM · partner portal
  • On-site sub-process — field app · IoT sensors
  • Invoice — ERP · billing engine
Process 04

Renewal & retention — full BPMN.

Single pool (Valorice) with four lanes plus customer pool. Time-triggered start event 90 days from renewal. Churn / uplift score branches into three treatments — healthy → CS health check, at-risk → save offer + negotiation, low-value → self-serve digital. Boundary 14-day timer on the sales lane defaults to churn. All paths converge through a parallel gateway and a customer message event before the final exclusive decision.
P04 · Renewal & Retention · v1.0 · Owner: Sales Director
Trigger · T-90 days · close by T-0
CUSTOMERVALORICE · RENEWAL & RETENTIONANALYTICS/ SCORINGCUSTOMERSUCCESSSALES/ RETENTIONDIGITAL/ COMMST‑90d to renewalCompute churn + uplift score×segment?Health check conversationSuccess plan refreshSave offer designNegotiate renewal termsT‑14dSelf-renew email + portalconvergecustomer response×decision?renewedchurnedHEALTHYAT RISKSELF-SERVERENEWCHURNrenewal nudgedecisioncontract

TOM roles → swimlanes

  • Analytics / scoring — churn × uplift model decides treatment
  • Customer Success — health check + plan refresh for healthy accounts
  • Sales / retention — save offer + negotiation for at-risk
  • Digital / comms — self-serve renewal flow for low-value

Decision rules & events

  • Start timer — T-90 days from renewal date
  • GW segment? — churn-risk score × ARR tier
  • Boundary T-14d — if no negotiated offer, default to churn end event
  • GW decision? — explicit accept or reject from customer message

Systems per task

  • Churn / uplift score — model registry · CDP
  • Health check — CS platform · CRM
  • Save offer — CPQ · discount engine
  • Self-renew portal — billing self-serve · email
Process 05

Digital-to-assisted handoff — full BPMN.

Single pool with four lanes. The cross-cutting process that decides when AI / virtual agent escalates to a human. Event-based gateway listens for sentiment drop or 3-turn timeout. Live agent receives full context — no “please tell me again”. Quality lane scores every conversation and retrains the AI on the failures.
P05 · Digital-to-Assisted Handoff · v1.0 · Owner: AI / Conversational Lead
Trigger · any inbound · target containment > 60% with CSAT ≥ 4.4
CUSTOMERVALORICE · DIGITAL-TO-ASSISTED HANDOFFDIGITAL/ APP + WEBVIRTUALAGENT (AI)LIVEAGENTQUALITY+ TRAININGcustomer intentDetect intent + context×self-serve resolves?Guided self- service flowresolvedVirtual agent conversation×AI confident?AI resolves + confirmsresolvedsentiment drop3 turnsLive agent takes over with contextcallbackResolve + closeclosedScore conversation + retrain AIloggedYESNOYESNOmessageresolution

TOM roles → swimlanes

  • Digital / app + web — entry channel, guided self-serve
  • Virtual agent (AI) — intent + resolution, with confidence threshold
  • Live agent — receives context-rich handoff, never cold-start
  • Quality + training — scores conversations, feeds AI retrain

Decision rules & events

  • GW self-serve resolves? — intent matches available flow + entitlement valid
  • GW AI confident? — confidence ≥ 0.80 AND topic in mandate list
  • Event gateway — handoff fires on sentiment drop OR 3-turn timeout, whichever first
  • Boundary callback — if customer drops, queue callback within 24h

Systems per task

  • Detect intent — NLU platform · CDP
  • Virtual agent conversation — LLM · KB · CRM (read)
  • Live agent context — CCaaS · CRM · conversation transcript
  • Score + retrain — QA tooling · model registry
TOM ↔ BPMN mapping

Every swimlane traces back to a role, capability and system.

The discipline that keeps BPMN honest. If a lane has no role, capability, owner or system — the TOM is wrong.
BPMN swimlaneTOM layerCapability ownerCapabilityDecision rightsPrimary systems
CustomerExternal pooln/aExternal — not staffedTrigger, accept, rejectCRM (read-only view)
Digital / self-serveAutomated layerRules + UX flowsDigital Product LeadNone — pre-set rulesWeb portal · mobile app · APIs
Channel / triageFront-line intakeMulti-channel handlingService Ops LeadClassify + routeCRM · CCaaS · ticketing
Customer SuccessRelationship layerAccount managementCS LeadPlan + goodwill within tierCRM · success platform
Sales / retentionCommercial layerRenewal + save offersSales DirectorDiscount within tier · escalate to Head of SalesCRM · CPQ · discount engine
Service desk / FrontlineTier 1 serviceFirst-contact resolutionService Ops LeadWithin mandate bookTicketing · KB · remote-control
Specialist / escalationTier 2 serviceRoot-cause + remediationResolution ManagerRemediation budgetTicketing · diagnostics · field ops
Dispatch / field opsOperational networkField engineer schedulingField Ops ManagerReschedule · re-routeFSM · scheduling · partner portal
Compliance / KYC / regulatoryRisk & complianceKYC, complaints regulatory branchCompliance LeadBlock · escalate · regulatorCompliance platform · regulator portal
Billing / financeFinanceInvoicing · charge calcFinance LeadWithin tariff bookERP · billing engine
Analytics / scoringData & insightsChurn / uplift scoringData LeadThreshold tuningCDP · model registry · BI
Virtual agent (AI)AI layerIntent + resolutionAI / Conversational LeadAI policy — confidence + topicNLU platform · LLM · KB
Quality + insightsQuality functionConversation scoring + retrainQuality LeadSampling rate · feedback loopQA tooling · CCaaS recordings
Process catalog

The full library — five live, two in draft, three in the backlog.

Each process has one owner, one version, one source journey. Retired versions move to archive.
Ref
Process
Owner
Source journey
Version
Status
P01
Customer onboarding
Customer Success Lead
Onboarding journey
v1.0
LIVE
P02
Complaint handling
Service Operations Lead
Complaint resolution journey
v1.0
LIVE
P03
Service request fulfilment
Service Operations Lead
Service request journey
v1.0
LIVE
P04
Renewal & retention
Sales Director
Renewal journey
v1.0
LIVE
P05
Digital-to-assisted handoff
AI / Conversational Lead
Service journey · cross-cut
v1.0
LIVE
P06
Win-back / reactivation
Sales Director
Win-back journey
v0.3
DRAFT
P07
Identity & access (CIAM)
Digital Product Lead
Cross-journey utility
v0.5
DRAFT
P08
Contract amendment
Sales Director
Amend journey
BACKLOG
P09
Refund & goodwill
Service Operations Lead
Complaint sub-process
BACKLOG
P10
Outage communication
Service Operations Lead
Cross-journey utility
BACKLOG
Next steps

From five samples to the full library.

Four moves to a governed BPMN library that runs production.