Advanced Features: Which template do I pick?

A template is a pre-designed, reusable structure or format that serves as a starting point for creating static views of documents, designs, or processes. It provides a consistent layout or wording, allowing you to quickly produce similar outputs without starting from scratch each time.

Navigating Klarity Templates: Which One Do I Pick?

"Which template should I use?" This a common question we hear, whether you're new to Klarity or a seasoned user. Klarity templates are powerful information vehicles designed to streamline your process documentation and analysis. They take your inputs, run an intelligent analysis, and present the results in a standardized format, saving you time and ensuring consistency.

Understanding your objective is key to selecting the right template. Klarity templates are generally aligned with three core phases of process management & business transformation:

Phase 1: Observe and Represent Current State

Objective: To accurately capture and document the existing state of your business processes.

• Klarity SOP (Standard Operating Procedure) Template: Ideal for creating detailed, step-by-step guides for processes. It helps you articulate how things are done today.
  • Example: Documenting an Invoice Journal Entry or a Journal Entries - Sample SOP.docx from a video walkthrough.
• Klarity PDD (Process Definition Document) Template: Used to define the design of a process, including its scope, executive summaries, and high-level flows.

Phase 2: Analyze to Uncover Risks and Breakdowns

Objective: To examine documented processes to identify risks, inefficiencies, control gaps, and potential breakdowns.

• SOX Narrative Template: A comprehensive tool for compliance and audit purposes. It outlines existing steps, analyzes them to identify risks, evaluates controls, and summarizes any control gaps. This template goes beyond mere description to provide critical evaluation.
  • Example: Analyzing a RevRec SOX Narrative v2 to identify associated risks and controls within a revenue recognition process.

Phase 3: Improve and Design Future State

Objective: To develop optimized processes, define future states, and formalize technical requirements for implementation.

• Automation Assessment Template: Use this to identify specific automation opportunities within a process. It provides recommendations, estimated ROI, and implementation difficulty, guiding your improvement efforts.
  • Example: Generating an Automation Opportunities Assessment to review proposed improvements like Automate Sales Quotation-to-Order.
• BRD (Business Requirements Document) Template: Essential for communicating with technical partners. It consolidates the current state, identifies pain points, outlines technical requirements, details system flows, proposes improvements, and highlights expected benefits for a process change or automation project.
  • Example: Creating a BRD Creation by Andrew Antos document to formalize requirements for integrating Salesforce and Intacct.
• User Story Design Templates: These specialized templates can take the detailed information from your BRD (current state, breakdowns, proposed future state) and automatically generate user stories in your desired format, preparing them for development sprints.

Key Considerations for All Users

• Define Your Goal First: Before selecting a template, clearly identify if your primary goal is to Observe, Analyze, or Improve a process.
• Leverage Enablement Materials: Utilize Klarity's training resources, including videos and documentation, which are designed to guide you through appropriate template selection.
• Review and Validate: Always review the AI-generated content. While efficient, human validation by a Subject Matter Expert (SME) or Process Owner is crucial to ensure accuracy and completeness.

Need Further Assistance?

If you have any questions or require support in choosing the right template, please don't hesitate to reach out:

• Chat with our support team in the application directly!
• Email our support team at support@klarity.ai.