Free Recording Guide
Capture the process once — and capture what matters ✱
A better starting point for process documentation
A four-page guide showing your process expert how to record a useful walkthrough: what to set up, what to say while working, what to capture on screen, and what to keep out.
The person who does the work records their screen while doing it and talks through the decisions, exceptions, and “normally I would, but…” moments. You get evidence of how the process actually runs — including workarounds that often disappear from interview notes.
Useful even if you never work with us
A good process recording gives any documentation effort a stronger starting point. Your internal analyst can draft from evidence instead of memory. An external consultant can spend less time in discovery workshops. And the recording becomes a useful training and handover asset when someone new takes over the process.
If you later send the recording to us, it is also the exact input our documentation pipeline is designed to use. Either way, the hour you spend recording can save much more time later.
Before you record: protect sensitive information
Before pressing record, make sure sensitive information never appears on screen or gets spoken aloud. Use test data, mask it, or keep it out of frame:
Names of people
Employees, customers, anyone identifiable by name.
Personal identifiers
Email addresses, phone numbers, staff and customer numbers.
Bank and payment details
IBANs, card numbers, payment references.
Login credentials
Passwords and access codes — visible on screen or spoken aloud.
Special-category data
Health, religion, ethnicity, trade-union membership, politics, sexual orientation — this category may not be processed at all.
This is useful for any documentation route, not just ours. Interviews and workshops can expose the same information — a recording simply makes it easier to spot and control.
Get the free guide
Download the PDF now, or leave your work email and we will send it personally.