Para quem é

Roles and stakeholders that use Maestro Orchestrate, from process and AI leaders to process owners and IT executives, and where each one starts in this guide.

Maestro Orchestrate supports a wide range of users and stakeholders across the business process lifecycle. From process and AI leaders to process owners and IT executives, each group uses Maestro Orchestrate to model, orchestrate, and optimize complex business processes.

Maestro Orchestrate helps teams design, run, and improve cross-functional processes—bringing people, robots, and AI agents together in one flow. Pick what you need to do and jump in:

Projetar ou melhorar um processo

• Você deseja: mapear as etapas, decisões e entregas.
• Use Maestro Orchestrate to: model on the Case, Flow, or BPMN canvas. Case suits long-running, exception-heavy work where the path evolves at runtime, and Flow and BPMN suit structured, sequential processes.
• Comece aqui:
  • Modelagem de seu processo
  • Introdução ao BPMN
  • Conceitos principais do Case Management
  • Choosing a canvas

Relevant to: Process and AI leaders, Business process owners, Implementers.

Orquestre o trabalho entre agentes, robôs e pessoas

• Você deseja: orquestrar uma força de trabalho híbrida de agentes de IA, robôs e pessoas, com transferências e regras claras.
• Use Maestro Orchestrate to: add tasks on the Case or BPMN canvas, or nodes on the Flow canvas, set rules, and publish. For non-linear or judgment-heavy work, Case lets AI agents and humans collaborate within named stages with rule-based transitions.
• Comece aqui: Introduction to Case, Flow node reference, and BPMN element reference.

Relevant to: Process and AI leaders, Business process owners, IT leaders, Implementers.

Executar operações do dia a dia

• Você deseja: monitorar instâncias, corrigir atrasos e atender a SLAs.
• Use Maestro Orchestrate to: track status, escalate, and resolve incidents. For case-based work, use the Case App to manage active cases and the Case Instance Management view to operate and audit running cases.
• Comece aqui: Operações do processo.

Relevant to: Business process owners, Operations, Process and AI leaders, IT leaders.

Crie Apps de tarefa e painéis

• Você deseja: dar às equipes de negócios um workspace focado.
• Use Maestro Orchestrate to: create role-based pages for triage, approvals, and KPIs. Case includes a dedicated Case App—a purpose-built workspace for case workers and managers that requires no developer tools.
• Comece aqui: Process apps.

Relevant to: Business process owners, Implementers, Operations, Process and AI leaders

Conectar sistemas e dados

• Você deseja: chamar serviços externos ou trocar mensagens.
• Use Maestro Orchestrate to: configure integrations, webhooks, and data mappings.
• Comece aqui: Integrating systems and data.

Relevant to: IT leaders, Implementers, Process and AI leaders.

Medida e alerta

• Você deseja: ver o rendimento, o tempo do ciclo, violações e ser notificado.
• Use Maestro Orchestrate to: review performance trends, set alerts, and configure notifications.
• Comece aqui: Monitoramento de processos, Alertas e Notificações

Relevant to: Operations, Business process owners, Process and AI leaders, IT leaders.

Analise e otimize processos

• Você deseja: identificar gargalos, verificar a conformidade, comparar versões e testar melhorias "e se".
• Use Maestro Orchestrate to: open the Optimize tab to review historical executions with a process graph, KPI history, and auto-detected inefficiencies; filter by date, status, or version to focus the view. From any insight card, jump into the Process Optimization app for conformance checking, version comparison, and simulation.
• Comece aqui: Visualização de otimização, depois aplicativo de Otimização de processos no Process Mining.

Relevant to: Business process owners, Process and AI leaders, Operations, Implementers.

Definir regras de negócios e proteções

• Você deseja: separar a lógica de decisão da lógica de fluxo; alterar regras sem reimplantar.
• Use Maestro Orchestrate to: run DMN-based Business Rules from Orchestrator directly in your process.
• Comece aqui: Business rules.

Relevant to: Business process owners, IT leaders, Process and AI leaders, Implementers.

Teste e publicar com segurança

• Você deseja: depurar, simular e implantar novas versões com confiança.
• Use Maestro Orchestrate to: debug and simulate runs; publish/upgrade solutions in Orchestrator.
• Comece aqui: depuração, simulação e publicação e atualização de processos com agentes.

Relevant to: IT leaders, Process and AI leaders, Implementers, Business process owners.

Orchestrate document extraction and validation

• You want to: extract fields with Document Understanding (DU), route a human validation, then continue automatically.
• Use Maestro Orchestrate to: run an RPA extractor, hand off to an Action App, branch on the result.
• Comece aqui: extração e validação de documentos.

Relevant to: Implementers, Operations, Business process owners, Process and AI leaders.

Tópicos relacionados

• Choosing a canvas
• Conceitos principais do Case Management