The business digital twin method

A business digital twin is a working map of workflows, systems, people, and handoffs used to identify and prioritize automation opportunities.

Map how work actually moves

A useful operations map follows a task from its trigger to completion. Record the tools used, who owns each step, which data is copied, where approvals occur, and what happens when information is missing. This is an operations map, not a promise of a real-time simulation.

Prioritize a bounded workflow

Choose work with a clear owner, a repeatable trigger, and an outcome the business can measure. Confirm vendor permissions and access before proposing an integration. Keep judgment, clinical decisions, and legal decisions with qualified people.

Define the plan before building

  • A current workflow map and a list of bottlenecks.
  • Documented integration options and unresolved access requirements.
  • A proposed workflow with explicit human approval points.
  • A pilot scope, acceptance checks, and a recovery procedure.
  • A measurement plan using the business's own baseline.

Maintain the map and the system

When a vendor changes its API or the business changes a process, the map and automation need review. We maintain the documentation and integrations as those needs change. Delivery scope and timing depend on the workflow and available access.

Browse workflow planning guides to see the kinds of decisions an audit should resolve.