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Maestro Orchestrate 用户指南
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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:

设计或改进流程​

  • 您想:映射步骤、决策和移交。
  • 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.
  • 从这里开始:

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

在智能体、机器人和人员之间编排作业​

  • 您想:通过清晰的交接和规则,编排 AI 智能体、机器人和人员的混合劳动力。
  • 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.
  • 从这里开始: Introduction to Case, Flow node reference, and BPMN element reference.

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

运行日常操作​

  • 您想:监控实例、修复延迟并满足 SLA。
  • 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.
  • 从这里开始: 流程操作。

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

构建任务 Apps 和仪表板​

  • 您想:为业务团队提供一个集中工作区。
  • 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.
  • 从这里开始: Process apps.

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

连接系统和数据​

  • 您想:调用外部服务或交换消息。
  • Use Maestro Orchestrate to: configure integrations, webhooks, and data mappings.
  • 从这里开始: Integrating systems and data.

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

度量和警示​

  • 您想:查看吞吐量、周期时间、违约情况并接收通知。
  • Use Maestro Orchestrate to: review performance trends, set alerts, and configure notifications.
  • 从这里开始: 流程监控、警报和通知

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

分析和优化Processes​

  • 您希望:发现瓶颈、检查合规性、比较版本并测试“假设”改进。
  • 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.
  • 从这里开始: “优化”视图,然后前往 Process Mining 中的流程优化应用程序。

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

定义业务规则和防护机制​

  • 您想:将决策逻辑从流逻辑中分离;更改规则而不重新部署。
  • Use Maestro Orchestrate to: run DMN-based Business Rules from Orchestrator directly in your process.
  • 从这里开始: Business rules.

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

安全地测试和发布​

  • 您想:充满信心地调试、模拟、推出新版本。
  • Use Maestro Orchestrate to: debug and simulate runs; publish/upgrade solutions in Orchestrator.
  • 从此处开始:调试、模拟、发布和升级智能体流程。

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.
  • 从此处开始:提取并验证文档。

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

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