- Introduction
- Getting started
- Build on any canvas
- Build with Case
- Reference
- Defining case keys (system vs. external)
- Establishing task I/O and write-back contracts
- Modeling primary and secondary stages
- Triggering a case from Data Fabric
- Implementing stage-level personas and permissions
- Setting SLAs and automated escalation rules
- Configuring a rework loop (re-entry)
- Configuring and testing the Case Manager Agent (preview)
- Build with Flow
- Build with BPMN
- Operating
- Monitoring
- Optimizing
- Reference information
Who it's for
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:
Design or improve a process
- You want to: map the steps, decisions, and handoffs.
- 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.
- Start here:
Relevant to: Process and AI leaders, Business process owners, Implementers.
Orchestrate work across agents, robots, and people
- You want to: orchestrate a hybrid workforce of AI agents, robots, and people, with clear handoffs and rules.
- 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.
- Start here: Introduction to Case, Flow node reference, and BPMN element reference.
Relevant to: Process and AI leaders, Business process owners, IT leaders, Implementers.
Run day-to-day operations
- You want to: monitor instances, fix delays, and meet 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.
- Start here: Process operations.
Relevant to: Business process owners, Operations, Process and AI leaders, IT leaders.
Build task apps and dashboards
- You want to: give business teams a focused workspace.
- 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.
- Start here: Process apps.
Relevant to: Business process owners, Implementers, Operations, Process and AI leaders
Connect systems and data
- You want to: call external services or exchange messages.
- Use Maestro Orchestrate to: configure integrations, webhooks, and data mappings.
- Start here: Integrating systems and data.
Relevant to: IT leaders, Implementers, Process and AI leaders.
Measure and alert
- You want to: see throughput, cycle time, breaches, and get notified.
- Use Maestro Orchestrate to: review performance trends, set alerts, and configure notifications.
- Start here: Process monitoring, Alerts and Notifications
Relevant to: Operations, Business process owners, Process and AI leaders, IT leaders.
Analyze and optimize processes
- You want to: spot bottlenecks, check conformance, compare versions, and test "what-if" improvements.
- 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.
- Start here: Optimization view, then Process Optimization app in Process Mining.
Relevant to: Business process owners, Process and AI leaders, Operations, Implementers.
Define business rules and guardrails
- You want to: separate decision logic from flow logic; change rules without redeploying.
- Use Maestro Orchestrate to: run DMN-based Business Rules from Orchestrator directly in your process.
- Start here: Business rules.
Relevant to: Business process owners, IT leaders, Process and AI leaders, Implementers.
Test and publish safely
- You want to: debug, simulate, and roll out new versions with confidence.
- Use Maestro Orchestrate to: debug and simulate runs; publish/upgrade solutions in Orchestrator.
- Start here: Debugging, Simulating, and Publishing and upgrading agentic processes.
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.
- Start here: Extracting and validating documents.
Relevant to: Implementers, Operations, Business process owners, Process and AI leaders.
Related topics
- Design or improve a process
- Orchestrate work across agents, robots, and people
- Run day-to-day operations
- Build task apps and dashboards
- Connect systems and data
- Measure and alert
- Analyze and optimize processes
- Define business rules and guardrails
- Test and publish safely
- Orchestrate document extraction and validation
- Related topics