tech-hub-skills 1.2.0 → 1.5.2

package/{tech_hub_skills → .claude}/roles/system-design/skills/08-process-automation/PROCESS_TEMPLATE.md

@@ -1,336 +1,336 @@
-# Process Documentation Template
-
-> **Instructions:** Copy this template and fill in the sections below to document your process.
-> The AI-powered automation analyzer will parse this document and suggest automation solutions.
-> Write naturally - the parser understands markdown, lists, and conversational descriptions.
-
----
-
-## Process Information
-
-**Process Name:** [Your Process Name]
-
-**Owner/Author:** [Who owns this process]
-
-**Last Updated:** [Date]
-
-**Frequency:** [How often does this run? e.g., Daily, Weekly, Monthly, Ad-hoc]
-
----
-
-## Overview
-
-[Describe the process in 2-3 sentences. What is the purpose? What does it accomplish?]
-
-Example:
-> This process generates monthly sales reports for the executive team. We gather data from multiple sources, analyze trends, and produce a summary document with visualizations.
-
----
-
-## Stakeholders
-
-Who is involved in or affected by this process?
-
-- [Stakeholder 1] - [Their role, e.g., "Approver", "Consumer", "Input Provider"]
-- [Stakeholder 2] - [Their role]
-- [Stakeholder 3] - [Their role]
-
----
-
-## Current Steps
-
-Describe each step of the process. Include as much detail as possible.
-
-### Step 1: [Step Name]
-**Duration:** [How long does this take? e.g., "30 minutes", "2 hours"]
-**Who:** [Who performs this step?]
-**Tools:** [What tools/systems are used?]
-
-[Detailed description of what happens in this step]
-
-*Pain points:* [Any issues with this step?]
-
----
-
-### Step 2: [Step Name]
-**Duration:** [Time]
-**Who:** [Person/Role]
-**Tools:** [Systems used]
-
-[Description]
-
-*Pain points:* [Issues]
-
----
-
-### Step 3: [Step Name]
-**Duration:** [Time]
-**Who:** [Person/Role]
-**Tools:** [Systems used]
-
-[Description]
-
-*Pain points:* [Issues]
-
----
-
-[Add more steps as needed...]
-
----
-
-## Data Sources
-
-What systems or data sources are involved?
-
-| Source | Type | Access Method | Data Description |
-|--------|------|---------------|------------------|
-| [e.g., Salesforce] | CRM | API/Export | Customer and opportunity data |
-| [e.g., SAP] | ERP | Manual export | Financial transactions |
-| [e.g., Excel files] | Spreadsheet | File share | Manual tracking sheets |
-
----
-
-## Current Tools
-
-What tools and technologies are currently used?
-
-- **Data Processing:** [e.g., Excel, Python, SQL]
-- **Communication:** [e.g., Email, Slack, Teams]
-- **Storage:** [e.g., SharePoint, OneDrive, Network drive]
-- **Visualization:** [e.g., Power BI, Tableau, Excel charts]
-- **Other:** [Any other tools]
-
----
-
-## Pain Points & Challenges
-
-What are the main problems with the current process?
-
-### Time-Related
-- [ ] Process takes too long overall
-- [ ] Waiting for approvals causes delays
-- [ ] Manual data entry is slow
-- [ ] [Other time issues]
-
-### Quality-Related
-- [ ] Manual steps are error-prone
-- [ ] Inconsistent results between runs
-- [ ] Data quality issues
-- [ ] [Other quality issues]
-
-### Visibility-Related
-- [ ] No visibility into process status
-- [ ] Hard to track progress
-- [ ] Difficult to audit
-- [ ] [Other visibility issues]
-
-### Other Challenges
-- [Describe any other challenges]
-
----
-
-## Goals & Success Criteria
-
-What would success look like?
-
-### Must Have
-- [ ] [Critical requirement, e.g., "Reduce processing time by 50%"]
-- [ ] [Critical requirement, e.g., "Eliminate manual data entry errors"]
-
-### Should Have
-- [ ] [Important but not critical, e.g., "Real-time status dashboard"]
-- [ ] [Important feature]
-
-### Nice to Have
-- [ ] [Desired but optional, e.g., "Mobile notifications"]
-- [ ] [Optional feature]
-
-### Success Metrics
-| Metric | Current | Target |
-|--------|---------|--------|
-| Processing Time | [e.g., 4 hours] | [e.g., 30 minutes] |
-| Error Rate | [e.g., 5%] | [e.g., <1%] |
-| [Other metric] | [Current] | [Target] |
-
----
-
-## Constraints & Considerations
-
-What limitations or requirements must be considered?
-
-### Technical Constraints
-- [e.g., "Must integrate with existing SAP system"]
-- [e.g., "Limited to Azure cloud services"]
-- [e.g., "Team only knows Python, no Java expertise"]
-
-### Business Constraints
-- [e.g., "Budget limited to $X"]
-- [e.g., "Must maintain audit trail for compliance"]
-- [e.g., "Cannot change approval hierarchy"]
-
-### Compliance Requirements
-- [ ] GDPR / Data Privacy
-- [ ] SOX Compliance
-- [ ] Industry-specific regulations
-- [ ] [Other compliance needs]
-
----
-
-## Existing Documentation
-
-Links to any existing documentation:
-
-- [Process diagram/flowchart]
-- [Standard operating procedures]
-- [Training materials]
-- [Related policies]
-
----
-
-## Additional Notes
-
-[Any other information that might be helpful for automation analysis]
-
----
-
-# How to Use This Template
-
-## With VS Code GitHub Copilot
-
-1. Fill out this template with your process details
-2. Save the file (e.g., `my_process.md`)
-3. Open a Python file and run:
-
-```python
-from process_parser import ProcessParser
-from ai_prompt_generator import AIPromptGenerator, PromptStyle
-
-# Read your process documentation
-with open('my_process.md', 'r') as f:
-    process_doc = f.read()
-
-# Parse the process
-parser = ProcessParser()
-parsed = parser.parse(process_doc)
-
-# Generate AI prompt
-generator = AIPromptGenerator()
-prompt = generator.generate_discovery_prompt(parsed, PromptStyle.COPILOT)
-
-# Print the prompt (copy this to Copilot Chat)
-print(prompt.prompt)
-```
-
-4. Copy the generated prompt to GitHub Copilot Chat
-5. Get automation suggestions!
-
-## Quick Method
-
-Or simply paste this entire filled-out template directly into an AI assistant and ask:
-
-> "Analyze this process and suggest automation solutions. Consider which parts can be fully automated, which need human oversight, and what technologies would work best."
-
----
-
-## Example: Filled Template
-
-Below is an example of a completed template:
-
----
-
-# Process Documentation: Monthly Expense Report
-
-## Process Information
-**Process Name:** Monthly Expense Report Generation
-**Owner:** Finance Team
-**Last Updated:** 2024-12-01
-**Frequency:** Monthly (first week of each month)
-
-## Overview
-Generate monthly expense reports consolidating data from credit cards, invoices, and reimbursements. Reports go to department heads for review and to finance for budget tracking.
-
-## Stakeholders
-- Finance Analyst - Runs the process
-- Department Heads - Review and approve
-- CFO - Receives final summary
-- Employees - Submit expense claims
-
-## Current Steps
-
-### Step 1: Export Credit Card Data
-**Duration:** 20 minutes
-**Who:** Finance Analyst
-**Tools:** Bank portal, Excel
-
-Log into bank portal, export transactions for the month, save as CSV.
-
-*Pain points:* Manual login, sometimes exports fail, have to retry
-
-### Step 2: Collect Employee Reimbursements
-**Duration:** 1 hour
-**Who:** Finance Analyst
-**Tools:** Email, Shared folder
-
-Check shared folder for submitted expense forms, verify receipts attached.
-
-*Pain points:* Forms are inconsistent, missing receipts common, lots of back-and-forth emails
-
-### Step 3: Consolidate in Excel
-**Duration:** 2 hours
-**Who:** Finance Analyst
-**Tools:** Excel
-
-Combine all sources into master spreadsheet, categorize expenses, calculate totals.
-
-*Pain points:* Very tedious, copy-paste errors happen, categories inconsistent
-
-### Step 4: Generate Department Summaries
-**Duration:** 1 hour
-**Who:** Finance Analyst
-**Tools:** Excel, PowerPoint
-
-Create summary for each department with charts and highlights.
-
-*Pain points:* Repetitive, formatting takes too long
-
-### Step 5: Send for Approval
-**Duration:** 2-3 days waiting
-**Who:** Department Heads
-**Tools:** Email
-
-Email summaries to department heads, wait for approval replies.
-
-*Pain points:* Long delays, hard to track who has approved, reminder emails needed
-
-### Step 6: Compile Final Report
-**Duration:** 1 hour
-**Who:** Finance Analyst
-**Tools:** PowerPoint, Word
-
-Combine approved summaries into final report for CFO.
-
-*Pain points:* Manual compilation, version control issues
-
-## Pain Points & Challenges
-- Process takes 5+ hours of active work plus 2-3 days waiting
-- Manual data entry leads to ~5% error rate
-- No visibility into approval status
-- Inconsistent expense categorization
-- Version control nightmares with multiple files
-
-## Goals & Success Criteria
-- Reduce active work time from 5 hours to <1 hour
-- Eliminate manual data entry errors
-- Real-time approval tracking
-- Consistent automated categorization
-- Single source of truth for all data
-
-## Constraints
-- Must integrate with existing bank portal (no API available)
-- Team comfortable with Excel and basic Python
-- Budget: Minimal (use existing tools where possible)
-- Compliance: Expense data must be retained for 7 years
-
----
-
-*This example shows the level of detail that helps the automation analyzer provide the best recommendations.*
+# Process Documentation Template
+
+> **Instructions:** Copy this template and fill in the sections below to document your process.
+> The AI-powered automation analyzer will parse this document and suggest automation solutions.
+> Write naturally - the parser understands markdown, lists, and conversational descriptions.
+
+---
+
+## Process Information
+
+**Process Name:** [Your Process Name]
+
+**Owner/Author:** [Who owns this process]
+
+**Last Updated:** [Date]
+
+**Frequency:** [How often does this run? e.g., Daily, Weekly, Monthly, Ad-hoc]
+
+---
+
+## Overview
+
+[Describe the process in 2-3 sentences. What is the purpose? What does it accomplish?]
+
+Example:
+> This process generates monthly sales reports for the executive team. We gather data from multiple sources, analyze trends, and produce a summary document with visualizations.
+
+---
+
+## Stakeholders
+
+Who is involved in or affected by this process?
+
+- [Stakeholder 1] - [Their role, e.g., "Approver", "Consumer", "Input Provider"]
+- [Stakeholder 2] - [Their role]
+- [Stakeholder 3] - [Their role]
+
+---
+
+## Current Steps
+
+Describe each step of the process. Include as much detail as possible.
+
+### Step 1: [Step Name]
+**Duration:** [How long does this take? e.g., "30 minutes", "2 hours"]
+**Who:** [Who performs this step?]
+**Tools:** [What tools/systems are used?]
+
+[Detailed description of what happens in this step]
+
+*Pain points:* [Any issues with this step?]
+
+---
+
+### Step 2: [Step Name]
+**Duration:** [Time]
+**Who:** [Person/Role]
+**Tools:** [Systems used]
+
+[Description]
+
+*Pain points:* [Issues]
+
+---
+
+### Step 3: [Step Name]
+**Duration:** [Time]
+**Who:** [Person/Role]
+**Tools:** [Systems used]
+
+[Description]
+
+*Pain points:* [Issues]
+
+---
+
+[Add more steps as needed...]
+
+---
+
+## Data Sources
+
+What systems or data sources are involved?
+
+| Source | Type | Access Method | Data Description |
+|--------|------|---------------|------------------|
+| [e.g., Salesforce] | CRM | API/Export | Customer and opportunity data |
+| [e.g., SAP] | ERP | Manual export | Financial transactions |
+| [e.g., Excel files] | Spreadsheet | File share | Manual tracking sheets |
+
+---
+
+## Current Tools
+
+What tools and technologies are currently used?
+
+- **Data Processing:** [e.g., Excel, Python, SQL]
+- **Communication:** [e.g., Email, Slack, Teams]
+- **Storage:** [e.g., SharePoint, OneDrive, Network drive]
+- **Visualization:** [e.g., Power BI, Tableau, Excel charts]
+- **Other:** [Any other tools]
+
+---
+
+## Pain Points & Challenges
+
+What are the main problems with the current process?
+
+### Time-Related
+- [ ] Process takes too long overall
+- [ ] Waiting for approvals causes delays
+- [ ] Manual data entry is slow
+- [ ] [Other time issues]
+
+### Quality-Related
+- [ ] Manual steps are error-prone
+- [ ] Inconsistent results between runs
+- [ ] Data quality issues
+- [ ] [Other quality issues]
+
+### Visibility-Related
+- [ ] No visibility into process status
+- [ ] Hard to track progress
+- [ ] Difficult to audit
+- [ ] [Other visibility issues]
+
+### Other Challenges
+- [Describe any other challenges]
+
+---
+
+## Goals & Success Criteria
+
+What would success look like?
+
+### Must Have
+- [ ] [Critical requirement, e.g., "Reduce processing time by 50%"]
+- [ ] [Critical requirement, e.g., "Eliminate manual data entry errors"]
+
+### Should Have
+- [ ] [Important but not critical, e.g., "Real-time status dashboard"]
+- [ ] [Important feature]
+
+### Nice to Have
+- [ ] [Desired but optional, e.g., "Mobile notifications"]
+- [ ] [Optional feature]
+
+### Success Metrics
+| Metric | Current | Target |
+|--------|---------|--------|
+| Processing Time | [e.g., 4 hours] | [e.g., 30 minutes] |
+| Error Rate | [e.g., 5%] | [e.g., <1%] |
+| [Other metric] | [Current] | [Target] |
+
+---
+
+## Constraints & Considerations
+
+What limitations or requirements must be considered?
+
+### Technical Constraints
+- [e.g., "Must integrate with existing SAP system"]
+- [e.g., "Limited to Azure cloud services"]
+- [e.g., "Team only knows Python, no Java expertise"]
+
+### Business Constraints
+- [e.g., "Budget limited to $X"]
+- [e.g., "Must maintain audit trail for compliance"]
+- [e.g., "Cannot change approval hierarchy"]
+
+### Compliance Requirements
+- [ ] GDPR / Data Privacy
+- [ ] SOX Compliance
+- [ ] Industry-specific regulations
+- [ ] [Other compliance needs]
+
+---
+
+## Existing Documentation
+
+Links to any existing documentation:
+
+- [Process diagram/flowchart]
+- [Standard operating procedures]
+- [Training materials]
+- [Related policies]
+
+---
+
+## Additional Notes
+
+[Any other information that might be helpful for automation analysis]
+
+---
+
+# How to Use This Template
+
+## With VS Code GitHub Copilot
+
+1. Fill out this template with your process details
+2. Save the file (e.g., `my_process.md`)
+3. Open a Python file and run:
+
+```python
+from process_parser import ProcessParser
+from ai_prompt_generator import AIPromptGenerator, PromptStyle
+
+# Read your process documentation
+with open('my_process.md', 'r') as f:
+    process_doc = f.read()
+
+# Parse the process
+parser = ProcessParser()
+parsed = parser.parse(process_doc)
+
+# Generate AI prompt
+generator = AIPromptGenerator()
+prompt = generator.generate_discovery_prompt(parsed, PromptStyle.COPILOT)
+
+# Print the prompt (copy this to Copilot Chat)
+print(prompt.prompt)
+```
+
+4. Copy the generated prompt to GitHub Copilot Chat
+5. Get automation suggestions!
+
+## Quick Method
+
+Or simply paste this entire filled-out template directly into an AI assistant and ask:
+
+> "Analyze this process and suggest automation solutions. Consider which parts can be fully automated, which need human oversight, and what technologies would work best."
+
+---
+
+## Example: Filled Template
+
+Below is an example of a completed template:
+
+---
+
+# Process Documentation: Monthly Expense Report
+
+## Process Information
+**Process Name:** Monthly Expense Report Generation
+**Owner:** Finance Team
+**Last Updated:** 2024-12-01
+**Frequency:** Monthly (first week of each month)
+
+## Overview
+Generate monthly expense reports consolidating data from credit cards, invoices, and reimbursements. Reports go to department heads for review and to finance for budget tracking.
+
+## Stakeholders
+- Finance Analyst - Runs the process
+- Department Heads - Review and approve
+- CFO - Receives final summary
+- Employees - Submit expense claims
+
+## Current Steps
+
+### Step 1: Export Credit Card Data
+**Duration:** 20 minutes
+**Who:** Finance Analyst
+**Tools:** Bank portal, Excel
+
+Log into bank portal, export transactions for the month, save as CSV.
+
+*Pain points:* Manual login, sometimes exports fail, have to retry
+
+### Step 2: Collect Employee Reimbursements
+**Duration:** 1 hour
+**Who:** Finance Analyst
+**Tools:** Email, Shared folder
+
+Check shared folder for submitted expense forms, verify receipts attached.
+
+*Pain points:* Forms are inconsistent, missing receipts common, lots of back-and-forth emails
+
+### Step 3: Consolidate in Excel
+**Duration:** 2 hours
+**Who:** Finance Analyst
+**Tools:** Excel
+
+Combine all sources into master spreadsheet, categorize expenses, calculate totals.
+
+*Pain points:* Very tedious, copy-paste errors happen, categories inconsistent
+
+### Step 4: Generate Department Summaries
+**Duration:** 1 hour
+**Who:** Finance Analyst
+**Tools:** Excel, PowerPoint
+
+Create summary for each department with charts and highlights.
+
+*Pain points:* Repetitive, formatting takes too long
+
+### Step 5: Send for Approval
+**Duration:** 2-3 days waiting
+**Who:** Department Heads
+**Tools:** Email
+
+Email summaries to department heads, wait for approval replies.
+
+*Pain points:* Long delays, hard to track who has approved, reminder emails needed
+
+### Step 6: Compile Final Report
+**Duration:** 1 hour
+**Who:** Finance Analyst
+**Tools:** PowerPoint, Word
+
+Combine approved summaries into final report for CFO.
+
+*Pain points:* Manual compilation, version control issues
+
+## Pain Points & Challenges
+- Process takes 5+ hours of active work plus 2-3 days waiting
+- Manual data entry leads to ~5% error rate
+- No visibility into approval status
+- Inconsistent expense categorization
+- Version control nightmares with multiple files
+
+## Goals & Success Criteria
+- Reduce active work time from 5 hours to <1 hour
+- Eliminate manual data entry errors
+- Real-time approval tracking
+- Consistent automated categorization
+- Single source of truth for all data
+
+## Constraints
+- Must integrate with existing bank portal (no API available)
+- Team comfortable with Excel and basic Python
+- Budget: Minimal (use existing tools where possible)
+- Compliance: Expense data must be retained for 7 years
+
+---
+
+*This example shows the level of detail that helps the automation analyzer provide the best recommendations.*