Enterprise process models for transformation and AI | Latch

Latch for enterprise

Understand the work before you transform it.

Latch turns recorded workflows into structured process models that connect activities to the people, resources, and rules behind them — and flag missing context for follow-up. Give your transformation teams a concrete foundation for workflow redesign and AI implementation.

Discuss your transformation initiative Explore a process model

Illustrative example

Recorded workflow

  1. 01 Opens the account in the CRM
  2. 02 Looks up the customer price list
  3. 03 Builds the quote in a spreadsheet
  4. 04 Sends it for approval

Process model

Activity Prepare customer quote

The discovery gap

Your process documentation leaves out the hardest parts.

The documented process tells you the steps. Your experts know what to do when those steps aren’t enough.

Transformation plans depend on understanding the work being changed. When discovery misses exceptions, dependencies, and decisions, those gaps carry into the redesign — and into the systems built to support it.

Illustrative workflow: customer quoting

The documented process

  1. 1 Receive request
  2. 2 Gather requirements
  3. 3 Build quote
  4. 4 Get approval
  5. 5 Send to customer
  6. 6 Follow up

What the work depends on in practice

How it works

Capture the activity. Model the process. Make the gaps explicit.

  1. 01

    Record real work.

    Your team records its workflows. Latch captures on-screen activity and spoken explanation to understand the work as it happens.

  2. 02

    Build the process model.

    Latch continuously analyzes activities and builds a structured process model, annotating steps with relevant resources, actors, and rules.

  3. 03

    Identify what needs follow-up.

    When the recording doesn’t establish a resource, rule, or dependency, Latch flags the missing context for investigation rather than treating it as known.

Captured during recording

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Continuous analysis

Activities are classified and analyzed as the recording runs.

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Structured process model

While a workflow is recorded, Latch consumes accessibility events, screenshots, and audio, and continuously classifies and analyzes the activity to build the model. Where the recording doesn’t establish something, Latch is instructed to flag it as an open question rather than invent an answer.

Annotated example

See what a process model makes explicit.

The same quoting workflow, followed from what was recorded to the decision it changes. What the recording established stays separate from what still needs follow-up.

Illustrative example — customer quoting

  1. 1

    Observed

    Established
    An employee prepares a customer quote using a customer price list.

  2. 2

    Modeled

    Established
    Activity Prepare customer quote
    Actor Sales operations
    Resource Customer price list
    Rule Quotes over $50,000 require CFO approval

  3. 3

    Unresolved

    Needs follow-up
    Open question
    Where does the customer price list come from, and who maintains it?
    The recording didn’t establish this, so it’s flagged rather than filled in.
    Linked to Resource: Customer price list

  4. 4

    Decision enabled

    The implementation team identifies a pricing-data dependency it needs to resolve before designing the replacement workflow.

Enterprise applications

Ground enterprise change in how work actually happens.

Process models give the teams planning a change the same concrete picture of the work — and of what still needs answering.

  1. 01

    Assess feasibility.

    Understand the activities, dependencies, and unanswered questions that affect whether an initiative can work.

  2. 02

    Define requirements.

    Give engineering and transformation teams explicit resources, responsibilities, and operating rules to investigate and account for.

  3. 03

    Plan workflow redesign.

    Use captured process models to examine existing work and define what needs to change across teams and systems.

  4. 04

    Scope implementation.

    Turn operational understanding into clearer implementation boundaries, dependencies, and follow-up actions. Make structured context available to builders and AI agents through MCP.

For consultants & implementation partners

Bring deeper discovery into every engagement.

Give your delivery teams a clearer view of client workflows — and a stronger foundation for assessment, implementation, and ongoing improvement.

Discuss a partnership

Illustrative example

  1. Captured quoting workflow
  2. Open question: pricing-data dependency
  3. Scoped discovery and implementation work

A captured quoting workflow reveals an unresolved pricing-data dependency. A partner uses that finding to clarify discovery tasks and define the scope of an implementation engagement.

Security and deployment

Capture operational knowledge with appropriate controls.

Recordings show real work in real systems. These controls help protect what Latch captures.

On-device scrubbing

Sensitive data is scrubbed on the device, before upload.

Encryption in transit and at rest

Data is encrypted as it moves to Latch and while it’s stored.

Customer data isolation

Each customer’s data is kept isolated from every other customer’s.

Organization and workspace permissions

Control who can see and work with captured processes, by organization and workspace.

SSO and SAML

Sign in through your identity provider with single sign-on and SAML.

On-premises deployment

On-premises deployment is available. Talk with us about your requirements.

Build your transformation plan on operational understanding.

Give your business transformation, workflow redesign, and AI initiatives a shared foundation in how your teams actually operate. Talk with us about bringing Latch into your transformation program.